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Combine customer, pricing, and renewal data to speed sales decisions and quotes.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "Composite MCP Sales Intelligence" yet — see the docs or source repo.
Summarize a customer's records from ConnectWise PSA and TD Synnex StreamOne. Create a customer profile including current purchases, upsell opportunities, upcoming renewals, and recommended follow-up actions.
A structured customer overview with profile details, purchase status, upsell ideas, and renewal alerts.
Based on the customer's needs, compare pricing across relevant products or subscription plans, explain the differences, and generate a customer-ready quote draft with recommendations, pricing summary, and notes.
A pricing comparison and a ready-to-use quote draft that helps sales move the opportunity forward.
Review renewal dates, recent activity, and historical purchases for existing customers. Flag high-priority renewals and enrich each opportunity with information that could improve win rates.
A prioritized renewal list and opportunity enrichment suggestions to support proactive follow-up and reduce churn risk.
Query ConnectWise Manage data in natural language with read-only AI access.
Run ConnectWise PSA workflows offline from the terminal with typed queries.
Connect to ConnectWise Automate to manage devices, alerts, clients, and scripts.
Sync ConnectWise Automate data to SQLite for offline cross-client RMM analysis.
Find company emails, enrich leads, and track B2B buying signals.
Enrich prospects, scrape LinkedIn, and sync CRM records with natural language.