Salesbuildr + AI - for ChatGPT, Claude, GitHub Copilot, Microsoft 365 Copilot, Gemini, 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.
▶ 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 (Plus/Pro+), Claude Desktop, Codex, Claude Code, Claude Cowork, and GitHub Copilot - plus Microsoft 365 Copilot / Copilot Studio and Google Gemini via the remote path. 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):
| Your AI agent | How to install the Salesbuildr skill |
|---|
| Claude Desktop | Run installer, then Settings > Extensions to register salesbuildr-mcp (no JSON editing). |
| ChatGPT (paid plans) | Run installer, expose salesbuildr-mcp over HTTPS, register as a Developer Mode connector. |
| Codex CLI | Paste the install prompt below. |
| Claude Code | Paste the install prompt below. |
| Claude Cowork | Paste the install prompt below. |
| GitHub Copilot (VS Code) | Run installer, add salesbuildr-mcp to mcp.json under the servers key, then pick Agent mode. |
For ChatGPT, run salesbuildr-mcp --transport http and expose that behind HTTPS - no bridge package is needed. See mcp-install.md.
Also for the Microsoft and Google stacks
Big install base, but an honest heads-up: these are the remote / enterprise path, not the local binary you just installed.
| Agent | What it takes |
|---|
| Microsoft 365 Copilot / Copilot Studio | Not self-serve. Host salesbuildr-mcp over HTTPS, then wire it into Copilot Studio (Tools > Add a tool > Model Context Protocol > Server URL) or a declarative agent. Needs a Copilot Studio license + tenant admin. See mcp-install.md. |
| Google Gemini | Gemini CLI is local - same as Claude Code. The Gemini app is remote - same HTTPS path as ChatGPT. See mcp-install.md. |
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
Interim note on .mcpb: check the bundle before you trust it (#287). Its manifest.json launches ${__dirname}/bin/salesbuildr-mcp, while the builder stores the release binaries in bin/ under their platform-suffixed names - salesbuildr-mcp-darwin-arm64, -darwin-amd64, -linux-arm64, -linux-amd64, -windows-amd64.exe. Run unzip -l <file>.mcpb | grep bin/: if the name the manifest launches is not among them, Claude Desktop has nothing to run - use Path A or Path B below and wire Claude Desktop up through mcp-install.md.
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, GitHub Copilot, Gemini CLI, Microsoft 365 Copilot, 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 remote Microsoft 365 Copilot / Copilot Studio path. 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
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
| Question your MSP keeps asking | Command |
|---|
| Which sent or approved quotes are aging, and how much is at risk? | salesbuildr-cli quote stale --days 14 |
| Which quote line items are priced below my markup floor? | salesbuildr-cli quote thin --floor 20 |
| How does my quote pipeline convert stage by stage, in count and dollars? | salesbuildr-cli quote funnel |
| Where have per-company pricing-book prices drifted from the master catalog? | salesbuildr-cli pricing drift |
| What's my win rate by owner, stage, or category? | salesbuildr-cli opportunity winrate --by owner |
| What's my probability-weighted recurring-revenue forecast? | salesbuildr-cli opportunity mrr-forecast |
| Which catalog products have I never quoted to a given company? | salesbuildr-cli company whitespace "Acme Managed IT" |
| Which records are missing the external ID my PSA sync depends on? | salesbuildr-cli reconcile-psa |
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, on Plus, Pro, Team, Business, Enterprise, and Education plans (Free tier does not yet expose Developer Mode). ChatGPT connects to remote MCP servers over HTTPS, not local stdio binaries. The Salesbuildr MCP server runs locally, but it speaks HTTP natively: start it with salesbuildr-mcp --transport http --addr :7777 and put it behind an HTTPS tunnel or your own reverse proxy. No bridge package is involved. Step-by-step in mcp-install.md.
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; never bundled into this repo or transmitted anywhere by MSP Skills.
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
| Tier | Examples | Recommended agent policy |
|---|
| Read | every public-get/public-get-list, the analytics (quote stale, quote thin, quote funnel, pricing drift, opportunity velocity/winrate/mrr-forecast, product velocity, company whitespace), reconcile-psa, search, sql, export, and sync (local mirror only) | Allow |
| Write (routine) | company/contact/product/pricing-book/quote/quote-template create & update, the upserts, opportunity public-win/public-lose/public-upsert, field public-update-values, product inventory, the contact undeletes, and the bulk import - 30 routine-write commands in all | Preview with --dry-run, then a reviewed write |
| Destructive / config | the 6 delete commands (company/contact/product public-delete*), plus the local credential commands (auth set-token, auth setup, auth logout) | Human-in-the-loop only |
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.
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.