Salesbuildr MCP

Salesbuildr + AI - for Claude, the ChatGPT desktop app, GitHub Copilot, Gemini CLI, and any agent that speaks MCP

Unofficial. Community-built Claude Code Skill and MCP server for the Salesbuildr API. Not affiliated with, endorsed by, or sponsored by Salesbuildr.

[Salesbuildr demo - animated preview]

_{▶ Watch the 30-second demo - demo data is simulated; every command shown exists in the real CLI.}

Every Salesbuildr resource as a scriptable command, plus offline margin and pipeline analytics. Works with the AI you already use - ChatGPT (desktop app), Claude Desktop, Codex, Claude Code, Claude Cowork, and GitHub Copilot - plus Gemini CLI. Free, open source, runs on your laptop. Built for MSP owners. No code required.

Works with your agent

The six agents MSP owners actually use (self-serve, works today):

The ChatGPT desktop app runs salesbuildr-mcp locally and shares MCP configuration with Codex (OpenAI). ChatGPT on the web needs a remote server: host salesbuildr-mcp over HTTPS with SALESBUILDR_MCP_HTTP_TOKEN set, and check that your ChatGPT connector can send that bearer token (mcp-install.md, Remote agents). If your team works there, a hosted gateway is the better pick; check that your AI app is on the gateway's setup list.

Also for the Microsoft and Google stacks

Big install base, but an honest heads-up: Gemini CLI runs the local binary you just installed, while Microsoft 365 Copilot and the Gemini app need a remote server, which msp-skills does not support yet.

Skill-native agents (also covered): Hermes and OpenClaw read this skill's SKILL.md directly and speak MCP - see their install sections below. Also works with Cursor, Windsurf, Cline, Continue.dev, and Zed via MCP. Full per-tool wire-up: docs/which-agent.md.

Run more than one agent? Install across all 51+ supported agents in one command: npx skills add Servosity/msp-skills@latest (requires Node.js, then run the per-skill installer for the CLI/MCP binaries). See docs/which-agent.md.

Install in 60 seconds

Fastest for Claude Desktop - one-click .mcpb

Claude Desktop bundle: the .mcpb launches on macOS (Intel and Apple Silicon), Windows x64 and Linux x64. Every tool shells out to the companion salesbuildr-cli. Releases cut from 2026-09-18 on ship that CLI inside the bundle; older bundles contain only the MCP server, so if yours lacks the companion, run the Path A or Path B installer below first (or set SALESBUILDR_CLI_PATH to an existing binary). Details: #331.

Download Salesbuildr MCP (.mcpb) - then open Claude Desktop > Settings > Extensions and select the file. One click, no JSON, no shell. (Browse every Salesbuildr release on the releases page.)

Prefer the Claude Code plugin? Add the marketplace once, then install - works immediately, no directory listing required:

/plugin marketplace add Servosity/msp-skills/plugin install salesbuildr@msp-skills

Path A - paste one prompt into your AI agent (recommended)

Copy this into Claude Code, Codex CLI, or Claude Cowork:

Install the Salesbuildr Skill and MCP server from Servosity/msp-skills in this agent workspace. If this workspace uses a POSIX shell (macOS, Linux, WSL, or Bash), run bash <(curl -fsSL https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/salesbuildr/install.sh). If it uses Windows PowerShell, run iwr -useb https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/salesbuildr/install.ps1 | iex. Then authenticate per the README and run salesbuildr-cli --help to explore.

The same prompt works in any agent that can run shell.

Path B - run the installer yourself

Windows (PowerShell):

iwr -useb https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/salesbuildr/install.ps1 | iex

macOS / Linux:

bash <(curl -fsSL https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/salesbuildr/install.sh)

The installer drops both salesbuildr-cli (the CLI) and salesbuildr-mcp (the MCP server) into your user bin path. Claude Code, Codex, and Cowork discover the Skill via SKILL.md in this directory.

Verify:

salesbuildr-cli --version

Upgrade to the latest version

The installer always fetches the current release - re-run it to upgrade:

macOS / Linux:

bash <(curl -fsSL https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/salesbuildr/install.sh)

Windows (PowerShell):

iwr -useb https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/salesbuildr/install.ps1 | iex

Claude Desktop .mcpb users: download the latest .mcpb (top of this section) and re-select it in Settings > Extensions. Claude Code plugin users: /plugin update salesbuildr@msp-skills.

Add to Claude Desktop, the ChatGPT desktop app, GitHub Copilot, Gemini CLI, or another MCP client

After the installer runs, see mcp-install.md and docs/which-agent.md for the per-agent wire-up - one section per agent, including the GitHub Copilot servers key and the ChatGPT desktop app. Claude Desktop's Settings > Extensions panel is the simplest path; the MCP config block (for users who prefer editing JSON) is documented in mcp-install.md.

Install for Hermes

From the Hermes CLI:

hermes skills install servosity/msp-skills/skills/salesbuildr --force

Inside a Hermes chat session:

/skills install servosity/msp-skills/skills/salesbuildr --force

Hermes speaks MCP natively, so it can also use the salesbuildr-mcp server directly - same install path, same env vars.

Install for OpenClaw

Tell your OpenClaw agent (copy this):

Install the salesbuildr skill from https://github.com/servosity/msp-skills/tree/main/skills/salesbuildr. The skill defines how its required CLI (salesbuildr-cli) can be installed via the openclaw: frontmatter block.

OpenClaw isn't generally available yet; the frontmatter wiring is pre-shipped and will activate the moment OpenClaw launches.

Authenticate

Set the credentials the CLI needs (from your Salesbuildr portal):

SALESBUILDR_API_KEY=<value> SALESBUILDR_TENANT=<value> salesbuildr-cli doctor

PowerShell:

$env:SALESBUILDR_API_KEY = "<value>"; $env:SALESBUILDR_TENANT = "<value>"; salesbuildr-cli doctor

doctor confirms the credentials work before you run anything that touches data. It exits 0 even when the credential is rejected, so scripts should add --fail-on error.

What this skill does

Full command reference: guide.md. For the AI-agent operating contract (--agent, --dry-run, when to confirm before mutating), see AGENTS.md.

What makes this different

Most Salesbuildr integrations and MCP servers proxy each question into a live API call. That's fine for one record. It dies at scale, when you're asking "which of the 80 quotes I sent this quarter are still open, aging, and worth following up before they expire?".

This skill syncs Salesbuildr into a local SQLite mirror with full-text search. Aggregate questions become one local SQL join: instant, offline, and the AI sees the answer, not the raw data. Compound commands like quote stale, quote thin, and company whitespace join across quotes, line items, products, and pricing books - work a stateless API wrapper can't do.

The pain this closes

Quotes go out and then go quiet. On a lean MSP nobody has time to babysit every sent proposal, so deals worth real money quietly age past their expiry - a recurring r/msp complaint about quote follow-up. Meanwhile margin leaks one line at a time: a tech swaps in a part at cost, forgets the markup, and you don't catch it until the QBR. And per-company pricing books drift from the master catalog until two clients pay different prices for the same SKU.

This skill turns those into one-line questions:

• salesbuildr-cli quote stale --days 14 - every sent/approved quote aging past your cutoff, with the dollar value still at risk.
• salesbuildr-cli quote thin --floor 20 - every open line priced below your markup floor, before it ships.
• salesbuildr-cli pricing drift - per-company prices that have diverged from the master catalog cost or price.
• salesbuildr-cli company whitespace "Acme Managed IT" - catalog products a client has never been quoted: the cross-sell you keep meaning to make.
• salesbuildr-cli reconcile-psa - records missing the external ID your Autotask/ConnectWise sync needs.

See pain-point.md for the longer narrative.

Frequently asked questions

Does this work with ChatGPT?

Yes, in the ChatGPT desktop app. It runs MCP servers locally (STDIO), the way salesbuildr-mcp runs, and shares MCP configuration with Codex (OpenAI): add salesbuildr-mcp under Settings > MCP servers as a STDIO server, or add it once to Codex's ~/.codex/config.toml. ChatGPT on the web needs a remote server: you host salesbuildr-mcp over HTTPS with SALESBUILDR_MCP_HTTP_TOKEN set, and it works only if your ChatGPT connector can send that bearer token (mcp-install.md, Remote agents). If your team works there, a hosted gateway is the better pick; check that your AI app is on the gateway's setup list.

Does this work with Codex, Cursor, Windsurf, Cline, Copilot, or Gemini?

Yes - all of them speak MCP. Cross-tool install commands are in the matrix above and the deep-dive in docs/which-agent.md.

Do I need to know how to code?

No. The recommended install is to paste one sentence into Claude Code or Codex - your agent reads SKILL.md and does the install. The fallback is a one-line installer per OS (bash or PowerShell). Neither path requires writing code. You'll enter your Salesbuildr credentials once.

Is my Salesbuildr data safe?

Your data stays on your machine. The CLI and MCP server are local binaries. The SQLite mirror sits in a directory under your user account. The AI agent only sees what the CLI returns - typically a query result, not raw bulk data. Credentials are read from your environment or your agent's config, or from credentials.toml (mode 0600) if you run auth set-token; never bundled into this repo or transmitted anywhere by MSP Skills, and the key goes only to your Salesbuildr API host.

Will this hammer my Salesbuildr API rate limits?

No. The analytics read a local SQLite mirror, not the live API - you sync once, then ask as many questions as you want offline with zero further API calls. The sync itself honors a configurable --rate-limit, and you control how often it runs.

Do I need to be a Salesbuildr customer, and will this replace my PSA sync?

You need a Salesbuildr account, a Public API key from your portal, and your tenant subdomain. It does not replace your Autotask/ConnectWise sync - it reads your Salesbuildr data and flags the records missing the external ID that sync depends on (reconcile-psa), so you can fix the gaps. It never writes to your PSA.

What does it cost?

Free. Apache-2.0 licensed. You pay only for whichever AI agent you use (Claude, ChatGPT, Codex, etc.), and that's billed by your AI provider, not by us.

Safety model

The strongest control is the scope you grant the Salesbuildr credentials - the CLI can only do what the credentials are permitted to do. Full details, including how to lock it down, are in governance.md.

Credential safety

• The api-key header and every API request go only to the scheme, host and port of the API base URL: https://<SALESBUILDR_TENANT>.salesbuildr.com/public-api, or SALESBUILDR_BASE_URL when set. A redirect to any other host is refused, so the key never reaches it. SALESBUILDR_TENANT must be one subdomain label (acme for https://acme.salesbuildr.com); any other value, or the placeholder your-tenant, refuses every request.
• Any output, file, local store write or MCP result that would carry SALESBUILDR_API_KEY, the stored key, an --integration-key value, or a credential field from a response (password, otp, pin, passcode, integrationKey), in any encoding, is withheld whole: the program prints "[credkit: withheld from stdout: it carried a credential this program holds]" (naming the sink) in its place. Responses are never cached on disk.
• Only credentials.toml (mode 0600) holds a credential; auth set-token reads the key from stdin, never from an argument.
• --dry-run sends nothing. Over MCP, every call that creates, changes or deletes Salesbuildr data (salesbuildr_execute, import) returns a preview and sends only with confirm: true, and a tool argument can never name a file to read or write.

Status

Beta. Validated against the Salesbuildr API surface and being validated with MSPs running it live against their own production tenant in our weekly Build Sessions. RSVP at compoundingteams.com/build-sessions.

Standards. Conforms to the open Agent Skills spec (Anthropic, Dec 2025; 40+ agents). MCP-compatible - works with any MCP-capable agent including Hermes. OpenClaw-ready (frontmatter pre-wired, awaiting OpenClaw launch).

Maintained by Servosity. Apache-2.0 licensed. Built with CLI Printing Press. Last updated: 2026-06-07.