Claude Skill

Kaseya Quote Manager API Patterns

Kaseya Quote Manager (Datto Commerce) API fundamentals: API-key auth and the gateway's header translation, the read-only `kqm_<entity>_list`/`_get` tool surface across the sales, procurement, catalog, CRM, and org domains, page/pageSize/modifiedAfter pagination, rate limits, and

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Part of wyre-ai/msp-claude-plugins — 48 skills

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skills CLI npx skills add https://github.com/WYRE-AI/msp-claude-plugins/tree/main/msp-claude-plugins/kaseya-quote-manager/kaseya-quote-manager/skills/api-patterns
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Git git clone https://github.com/WYRE-AI/msp-claude-plugins.git

The skills CLI installs just this skill, for any of its supported agents. Claude Code installs the whole wyre-ai/msp-claude-plugins collection as a plugin from our marketplace. Git is the plain clone.

Skill manifest

Kaseya Quote Manager MCP Tools & API Patterns

Overview

The Kaseya Quote Manager MCP server exposes quoting, sales-order, procurement, catalog, CRM, and org data from Kaseya Quote Manager (formerly Datto Commerce). The entire tool surface is READ-ONLY — every tool is a _list or _get; there are no write tools.

Tool names follow kqm_<entity>_list and kqm_<entity>_get across five domains:

  • sales: quote, quote_section, quote_line, sales_order, sales_order_line, sales_order_payment
  • procurement: purchase_order, purchase_order_line, purchase_order_cost, supplier, product_supplier
  • catalog: product, product_image (list only), category, brand
  • crm: customer, customer_address, contact
  • org: employee, warehouse

Anti-triggers

  • Any other Kaseya product — BMS, VSA, and Datto RMM share the vendor name but not this API, this key, or these tools.
  • Entity fields and the quote/sales-order hierarchy — use kaseya-quote-manager-quotes or kaseya-quote-manager-purchasing.
  • Write scopes or permissions — there is no write surface to authenticate for; every tool is a _list or _get.

Connection & Authentication

Kaseya Quote Manager uses a single API key. Against the upstream API the key is sent in the apiKey HTTP header:

Header Value
apiKey The raw Quote Manager API key

Generate the key in Quote Manager under Settings → API.

When used through the WYRE MCP gateway, the gateway maps the environment variable X_KQM_APIKEY onto an X-Kqm-Api-Key header, and the MCP server translates that into the upstream apiKey header automatically. You do not need to construct headers by hand — set the credential and the server handles upstream auth translation.

export X_KQM_APIKEY="your-quote-manager-api-key"

Base URL

https://api.kaseyaquotemanager.com/v1/

Pagination

List endpoints use page-based pagination:

Parameter Type Default Max Description
page number 1 - 1-based page number
pageSize number - 100 Results per page
modifiedAfter datetime - - Only return records changed after this timestamp

Use modifiedAfter for incremental syncs rather than re-walking the full collection. Always check whether more pages exist (a full page of pageSize results usually means there is another page) before claiming a result set is complete.

Rate Limiting

  • 60 requests per minute
  • 20,000 requests per day
  • Strategy: batch with the largest pageSize (100) to minimize calls; use modifiedAfter for incremental pulls.
  • Backoff: on 429, wait and retry with exponential backoff.

Error Handling

Status Code Meaning Resolution
400 Bad Request Check query parameters
401 Unauthorized Verify the API key is correct
403 Forbidden Check API key permissions
404 Not Found Resource doesn't exist
429 Rate Limited Wait and retry with backoff
500 Server Error Retry after a delay

API Documentation

Files (msp-claude-plugins)
  • SKILL.md 3.9 KB
    ---
    name: "Kaseya Quote Manager API Patterns"
    description: >
      Kaseya Quote Manager (Datto Commerce) API fundamentals: API-key auth and
      the gateway's header translation, the read-only `kqm_<entity>_list`/`_get`
      tool surface across the sales, procurement, catalog, CRM, and org domains,
      page/pageSize/modifiedAfter pagination, rate limits, and error codes.
    when_to_use: >-
      When working with Kaseya Quote Manager authentication, pagination, rate limits, or error
      handling for the Kaseya Quote Manager MCP server. Use when: kaseya quote manager api, kqm
      authentication, kqm pagination, kqm rate limit, quote manager api, or datto commerce api.
    ---
    
    # Kaseya Quote Manager MCP Tools & API Patterns
    
    ## Overview
    
    The Kaseya Quote Manager MCP server exposes quoting, sales-order,
    procurement, catalog, CRM, and org data from Kaseya Quote Manager
    (formerly Datto Commerce). The entire tool surface is **READ-ONLY** —
    every tool is a `_list` or `_get`; there are no write tools.
    
    Tool names follow `kqm_<entity>_list` and `kqm_<entity>_get` across
    five domains:
    
    - **sales**: `quote`, `quote_section`, `quote_line`, `sales_order`, `sales_order_line`, `sales_order_payment`
    - **procurement**: `purchase_order`, `purchase_order_line`, `purchase_order_cost`, `supplier`, `product_supplier`
    - **catalog**: `product`, `product_image` (list only), `category`, `brand`
    - **crm**: `customer`, `customer_address`, `contact`
    - **org**: `employee`, `warehouse`
    
    ## Anti-triggers
    
    - **Any other Kaseya product** — BMS, VSA, and Datto RMM share the vendor name
      but not this API, this key, or these tools.
    - **Entity fields and the quote/sales-order hierarchy** — use
      `kaseya-quote-manager-quotes` or `kaseya-quote-manager-purchasing`.
    - **Write scopes or permissions** — there is no write surface to authenticate
      for; every tool is a `_list` or `_get`.
    
    ## Connection & Authentication
    
    Kaseya Quote Manager uses a single API key. Against the upstream API the
    key is sent in the `apiKey` HTTP header:
    
    | Header | Value |
    |--------|-------|
    | `apiKey` | The raw Quote Manager API key |
    
    Generate the key in Quote Manager under **Settings → API**.
    
    When used through the WYRE MCP gateway, the gateway maps the environment
    variable `X_KQM_APIKEY` onto an `X-Kqm-Api-Key` header, and the MCP server
    translates that into the upstream `apiKey` header automatically. You do not
    need to construct headers by hand — set the credential and the server
    handles upstream auth translation.
    
    ```bash
    export X_KQM_APIKEY="your-quote-manager-api-key"
    ```
    
    ## Base URL
    
    ```
    https://api.kaseyaquotemanager.com/v1/
    ```
    
    ## Pagination
    
    List endpoints use page-based pagination:
    
    | Parameter | Type | Default | Max | Description |
    |-----------|------|---------|-----|-------------|
    | page | number | 1 | - | 1-based page number |
    | pageSize | number | - | 100 | Results per page |
    | modifiedAfter | datetime | - | - | Only return records changed after this timestamp |
    
    Use `modifiedAfter` for incremental syncs rather than re-walking the full
    collection. Always check whether more pages exist (a full page of `pageSize`
    results usually means there is another page) before claiming a result set is
    complete.
    
    ## Rate Limiting
    
    - **60 requests per minute**
    - **20,000 requests per day**
    - **Strategy:** batch with the largest `pageSize` (100) to minimize calls;
      use `modifiedAfter` for incremental pulls.
    - **Backoff:** on `429`, wait and retry with exponential backoff.
    
    ## Error Handling
    
    | Status Code | Meaning | Resolution |
    |-------------|---------|------------|
    | 400 | Bad Request | Check query parameters |
    | 401 | Unauthorized | Verify the API key is correct |
    | 403 | Forbidden | Check API key permissions |
    | 404 | Not Found | Resource doesn't exist |
    | 429 | Rate Limited | Wait and retry with backoff |
    | 500 | Server Error | Retry after a delay |
    
    ## API Documentation
    
    - [Kaseya Quote Manager API](https://help.quotemanager.kaseya.com/help/Content/2-integrate/api.htm)
    

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