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MCP server CX Codex

Salesbuildr MCP — Claude Code MCP server: what it does, how to install

An unofficial MCP server and skill for the Salesbuildr API: every resource as a command, plus offline margin and pipeline analytics. Useful when you sell through Salesbuildr and want your agent to reach it.

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What Salesbuildr MCP does

The server exposes Salesbuildr resources as commands your agent can call, and adds margin and pipeline analytics that run on your machine. A companion salesbuildr-cli is installed alongside it, and the MCP tools shell out to that binary. The build is community-made and has no ties to Salesbuildr itself.

Two install routes. Paste the setup prompt into your agent and it will run install.sh on a POSIX shell or install.ps1 under Windows PowerShell. Or run the installer yourself; it drops salesbuildr-cli and salesbuildr-mcp into your user bin path. Claude users can take the plugin instead: /plugin marketplace add Servosity/msp-skills first, then /plugin install salesbuildr@msp-skills. Authenticate per the README afterwards, and check the result with salesbuildr-cli --version.

One hard limit: do not start HTTP mode (--transport http), not even on localhost. This build ships no password, binds to all network interfaces, and lacks the browser-rebinding guard, so a page you open in a browser can reach it — and the MCP tools can change data under your credentials. Stay on the default stdio transport, and shut down any tunnel you set up for a remote agent. The same issue is why the remote routes — ChatGPT, Microsoft 365 Copilot, the Gemini app — are paused.

What it helps with

  • pull deals and contacts out of Salesbuildr inside an agent chat
  • work out deal margin without exporting to a spreadsheet
  • check pipeline state locally
  • get the CLI and MCP server in place with one installer run
  • wire Salesbuildr into Claude, Codex or Copilot

Example prompts for the agent

  • List this quarter's Salesbuildr deals and work out the margin on them
  • Install the Salesbuildr skill and MCP server from Servosity/msp-skills in this workspace
  • Give me a pipeline summary: how many deals sit at each stage

How to install Salesbuildr MCP

Install

The MCP registry has no launch command for it: see the repository README

Step by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more

Questions about Salesbuildr MCP

How do I install Salesbuildr MCP in Claude Code?

Add the marketplace with /plugin marketplace add Servosity/msp-skills, then install the plugin: /plugin install salesbuildr@msp-skills. Authenticate per the README afterwards and confirm with salesbuildr-cli --version.

What does Salesbuildr MCP do?

It hands your agent Salesbuildr resources as commands and computes margin and pipeline figures offline. The MCP tools run through the companion salesbuildr-cli.

Can I run Salesbuildr MCP in HTTP mode?

No. In this build HTTP mode has no password, binds to all network interfaces and has no browser-rebinding guard, so it must not be started even on localhost. Use the default stdio transport.

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