Setell MCP Server¶

Setell is a vertical quote-to-cash agent purpose-built for small service businesses - machine shops, contractors, field service providers, and trades. The MCP server exposes the full Setell platform to AI agents, enabling quote generation, order management, and payment tracking from any MCP-compatible client.

Source: awesome-mcp-servers PR #9531 (discovered July 19, 2026) Category: Finance & Fintech / Operations Author: Setell AI Repo: https://github.com/Setell-AI/setell-mcp Platform: https://go.setell.ai Status: Active

Why This Matters for Operators¶

Service businesses run on quotes and invoices. The gap between "a client asks for a quote" and "the invoice is paid" is where most small operators lose time and money. Setell closes this loop with AI-native tooling - your agent can receive a service request, generate a quote from historical pricing data, send it to the client, and track through to payment, all within the MCP ecosystem.

Installation¶

# Via npm
npm install -g setell-mcp

# Or run directly
npx setell-mcp

Claude Desktop / Hermes Configuration¶

{
  "mcpServers": {
    "setell": {
      "command": "npx",
      "args": ["setell-mcp"],
      "env": {
        "SETELL_API_KEY": "your-api-key"
      }
    }
  }
}

Key Tools¶

25 tools, all prefixed setell_.

Tool	Description
`setell_get_health`	Setell connection health
`setell_find_jobs`	Find Setell jobs
`setell_get_quote`	Get a Setell quote
`setell_find_customer`	Find Setell customers
`setell_get_morning_brief`	Setell morning brief
`setell_get_pricing_signal`	Setell pricing signal
`setell_propose_parts_list`	Setell parts-list proposal
`setell_get_autonomy`	Setell autonomy modes
`setell_set_autonomy`	Set autonomy mode
`setell_get_shop_profile`	Setell shop profile
`setell_update_shop_profile`	Update shop profile
`setell_get_customer_baseline`	Customer pricing baseline
`setell_get_customer_memory`	Customer memory list
`setell_save_customer_memory`	Save customer memory
`setell_get_learning_coverage`	Learning-loop coverage
`setell_get_pricing_calibration`	Pricing report card
`setell_get_quote_tiers`	List quote tiers
`setell_generate_quote_tiers`	Generate quote tiers
`setell_select_quote_tier`	Select a quote tier
`setell_compose_quote`	Compose a quote email
`setell_send_quote`	Send a quote
`setell_schedule_send`	Schedule a quote send
`setell_cancel_scheduled_send`	Cancel a scheduled send
`setell_get_job_margin`	Realized job margin
`setell_get_margin_summary`	Margin summary

Authentication¶

Requires a Setell account and API key. Sign up at go.setell.ai.

Integration with CorpusIQ¶

Setell's quote-to-cash workflow mirrors what CorpusIQ operators do daily - but focused on service businesses rather than e-commerce/DTC. Worth monitoring as a potential partnership target or competitive signal. The vertical AI agent model (specialized MCP servers for industry verticals) is a pattern CorpusIQ can replicate for e-commerce operators.