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¶

Tool	Description
`create_quote`	Generate a priced quote from service templates and historical data
`list_quotes`	Browse active and past quotes with status filters
`convert_to_order`	Convert an accepted quote into a work order
`track_payment`	Check payment status on outstanding invoices
`get_customer_history`	Retrieve quote and order history for a specific client

Authentication¶

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

CorpusIQ Angle¶

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.