Setell MCP server

Setell is a tool for small service businesses like machine shops, contractors, and HVAC companies. It helps you handle quotes, invoices, and customer follow-ups. This MCP server connects your AI assistant to your Setell account, so you can ask about your jobs and quotes right from your chat.

What this MCP server does

You ask your AI a question, like what is stale or show me the Cooper job. Your AI uses this helper to talk to your Setell account. Setell sends back the details, like job status, quote totals, or customer history. Your AI then explains it to you in plain words in the chat. For some tasks, like drafting a quote or scheduling a follow-up, your AI can also make changes in Setell after you confirm.

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What you can do with it

• Find jobs by status, customer, or how recent they are
• Look up a quote and see its line items and total
• Search for a customer and see their job count and lifetime value
• Get a morning brief of new jobs, quotes to review, and stale quotes
• Check a pricing signal before you send a quote
• Draft a quote or a follow-up for a job
• Schedule or cancel a scheduled send

Try asking your AI

• “What's stale in Setell right now?”
• “Show me the Cooper job and its latest quote.”
• “Draft a follow-up for the Johnson quote that was sent three days ago.”
• “What's my margin summary for recent won jobs?”

What it gives back to you

You get answers in the chat, like a list of jobs, a quote breakdown, or a customer summary. For the morning brief, you get a snapshot of new jobs, quotes to review, and hot prospects. If you ask it to draft something, you get the draft text to review before sending. If it makes a change, like scheduling a send, it tells you what it did.

Before you start

Who it's for

Small service business owners, operators, bookkeepers, and fractional CFOs who use Setell and want to manage their quote-to-cash workflow from their AI chat.