// SCAN REPORT

Connectwise Sell

12 tools. 2 can modify or destroy data without limits.

2 write tools that can modify data. Rate limits recommended.

Last updated: 3 Jul 2026

2 can modify or destroy data

10 read-only

12 tools total

Community server · catalogue entry verified 03/07/2026

How to control Connectwise Sell ↓

TOOL MAP

What Connectwise Sell exposes to your agents

Read (10) Write / Execute (2) Destructive / Financial (0)

Running more than one server? Check your whole stack →

MOST DANGEROUS TOOLS

High Risk

The most dangerous Connectwise Sell tools

Write · Medium copy_quote Copying a quote creates a new, reversible data artifact. Write · Medium update_quote The tool modifies existing quote records reversibly.

2 of Connectwise Sell's 12 tools can modify, destroy, or commit something on every call — and an agent calls them with no built-in limits.

POLICY

How to control Connectwise Sell

PolicyLayer is an MCP gateway — it sits between your AI agents and Connectwise Sell, and nothing reaches the server without passing your rules. These are the rules we recommend:

Rate limit write operations

{
  "copy_quote": {
    "limits": [
      {
        "counter": "copy_quote_per_hour",
        "window": "hour",
        "max": 30,
        "scope": "grant"
      }
    ]
  }
}

Prevents bulk unintended modifications from agents caught in loops.

Cap read operations

{
  "get_quote": {
    "limits": [
      {
        "counter": "get_quote_per_minute",
        "window": "minute",
        "max": 60,
        "scope": "grant"
      }
    ]
  }
}

Controls API costs and prevents retry loops from exhausting upstream rate limits.

Create a free account and register Connectwise Sell — nothing to install.
Add these rules — paste them, or build them visually. Tune the limits to your setup.
Point your MCP client (Claude, Cursor, anything) at your gateway URL.

ENFORCE POLICY ON CONNECTWISE SELL →

Instant setup, no code required.

FULL CATALOGUE

All 12 Connectwise Sell tools

WRITE 2 tools

Write copy_quote copy_quote Write update_quote update_quote

READ 10 tools

Read get_quote Get full detail for a single quote by its ID. Read get_quote_customers List customers (contacts) associated with a quote. Read get_quote_items List line items on a quote. Read get_quote_tabs List the tabs (sections) on a quote. Read get_quote_terms List financing terms configured on a quote. Read get_quote_versions List all versions of a quote by quote number. Read get_recurring_revenues List recurring revenue line items across all quotes. Read get_tax_codes List available tax codes. Use when creating or updating quotes that require tax assignment. Read get_templates List available quote templates. Read list_quotes list_quotes

FAQ

Questions about Connectwise Sell

How do I prevent bulk modifications through Connectwise Sell? +

The Connectwise Sell server has 2 write tools including copy_quote, update_quote. Set a rate limit in your policy -- for example, 10 calls per hour prevents an agent from making more than 10 modifications per hour. PolicyLayer enforces this at the gateway, before calls reach Connectwise Sell.

How many tools does the Connectwise Sell MCP server expose? +

12 tools across 2 categories: Read, Write. 10 are read-only. 2 can modify, create, or delete data.

How do I enforce a policy on Connectwise Sell? +

Register the Connectwise Sell MCP server in PolicyLayer, apply the suggested rules above (adjust the limits to your use case), and point your AI client at the PolicyLayer proxy URL instead of the server directly. Your agents keep the same tools; PolicyLayer evaluates every call against policy before it executes. Nothing to install, live in minutes.

Enforce policy on every Connectwise Sell tool call.

Deterministic rules across all 12 Connectwise Sell tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.

ENFORCE POLICY ON CONNECTWISE SELL →

Instant setup, no code required.

12 Connectwise Sell tools catalogued and risk-classified — across an index of 43,000+ MCP servers.