ConnectWise Sell Tools

Written By Christopher Scaminaci

Last updated 7 days ago

ConnectWise Sell Tools

cwsell_ · 29 tools · Free 29 ConnectWise Sell (Quosal) API; raw JSON passthrough.

All connector tools · ConnectWise Sell setup guide

ConnectWise Sell tool groups

Quotes — 9 tools
Quote Items — 5 tools
Quote Tabs — 2 tools
Quote Customers — 4 tools
Quote Terms — 4 tools
Recurring Revenue — 1 tool
Reference Data — 2 tools
Users — 2 tools

Quotes

Tool	Plan	Access	Summary
`cwsell_copy_quote`	Free	Write	Copy an existing quote OR a quote template by internal ID to create a new draft.
`cwsell_delete_quote`	Free	Destructive	Permanently hard-delete a quote and its associated data by internal ID.
`cwsell_delete_quote_version`	Free	Destructive	Permanently hard-delete a single version of a quote identified by quote number + version number.
`cwsell_get_latest_quote_version`	Free	Read-only	Convenience: retrieve the latest version of a quote by quote number only.
`cwsell_get_quote`	Free	Read-only	Retrieve a quote by its stable internal ID.
`cwsell_get_quote_version`	Free	Read-only	Retrieve a specific version of a quote by human-facing quote number + version number.
`cwsell_list_quote_versions`	Free	Read-only	List all versions for a given quote number.
`cwsell_list_quotes`	Free	Read-only	List quotes with optional filtering and pagination.
`cwsell_update_quote`	Free	Write	Update a quote by its internal ID using an RFC 6902 JSON Patch operations array.

cwsell_copy_quote details

[CWSell] Copy an existing quote OR a quote template by internal ID to create a new draft. Templates are quote records, so a template id from cwsell_list_templates works here exactly like a quote id from cwsell_list_quotes — this is the way to seed a new quote from a branded template. This is a side-effecting operation that duplicates the source's tabs, items, and customers onto a fresh quote record; it is not idempotent. Returns the new quote.

Param	Type	Required	Default	Description
`id`	string	yes		The internal CW Sell ID of the quote or template to copy — the opaque GUID string 'id' field from cwsell_list_quotes or cwsell_list_templates, e.g. '06098b1d-89b4-4f94-bb7f-24a94aafc0ef'. Both surfaces return the same id form. This is NOT the integer quoteNumber.

cwsell_delete_quote details

[CWSell] Permanently hard-delete a quote and its associated data by internal ID. This cannot be undone. To remove only a single version, use cwsell_delete_quote_version instead.

Param	Type	Required	Default	Description
`id`	string	yes		The internal CW Sell quote ID to delete — the opaque GUID string 'id' field from cwsell_list_quotes, e.g. '06098b1d-89b4-4f94-bb7f-24a94aafc0ef'. This is NOT the integer quoteNumber.

cwsell_delete_quote_version details

[CWSell] Permanently hard-delete a single version of a quote identified by quote number + version number. This cannot be undone. Prefer this over cwsell_delete_quote when only one revision should be removed.

Param	Type	Required	Default	Description
`quoteNumber`	integer	yes		The human-facing quote number — the INTEGER 'quoteNumber' field from cwsell_list_quotes, not the GUID 'id'. Passing a GUID here will fail.
`quoteVersion`	integer	yes		The version number to delete — the INTEGER 'quoteVersion' field. List them with cwsell_list_quote_versions.

cwsell_get_latest_quote_version details

Param	Type	Required	Default	Description
`quoteNumber`	integer	yes		The human-facing quote number — the INTEGER 'quoteNumber' field from cwsell_list_quotes, not the GUID 'id'. Passing a GUID here will fail.

cwsell_get_quote details

[CWSell] Retrieve a quote by its stable internal ID. Use this when you have an id from a prior cwsell_list_quotes call. For human-facing quote numbers, use cwsell_get_quote_version or cwsell_get_latest_quote_version instead.

Param	Type	Required	Default	Description
`id`	string	yes		The internal CW Sell quote ID — the opaque GUID string 'id' field from cwsell_list_quotes, e.g. '06098b1d-89b4-4f94-bb7f-24a94aafc0ef'. This is NOT the integer quoteNumber.

cwsell_get_quote_version details

[CWSell] Retrieve a specific version of a quote by human-facing quote number + version number. Use this when the user gave you a quote number (not an internal id). For the current/live version, use cwsell_get_latest_quote_version.

Param	Type	Required	Default	Description
`quoteNumber`	integer	yes		The human-facing quote number — the INTEGER 'quoteNumber' field from cwsell_list_quotes, not the GUID 'id'. Passing a GUID here will fail.
`quoteVersion`	integer	yes		The version number to retrieve — the INTEGER 'quoteVersion' field. List them with cwsell_list_quote_versions.

cwsell_list_quote_versions details

[CWSell] List all versions for a given quote number. Useful for auditing revision history before selecting a specific version.

Param	Type	Required	Default	Description
`quoteNumber`	integer	yes		The human-facing quote number — the INTEGER 'quoteNumber' field from cwsell_list_quotes, not the GUID 'id'. Passing a GUID here will fail.

cwsell_list_quotes details

[CWSell] List quotes with optional filtering and pagination. Returns quote summaries. Use includeFields to reduce response size when you only need specific fields.

Param	Type	Required	Default	Description
`conditions`	string	no	null	CW Sell filter expression, e.g. 'lastModified > [2024-01-01]' or 'accountName like "%acme%"'. Passed through verbatim.
`includeFields`	string	no	null	Pass includeFields='id,description,quantity,price' to request only specific fields and reduce response size. Particularly useful for quoteItems which have ~200 fields.
`page`	integer	no	1	Page number (1-indexed). Default 1.
`pageSize`	integer	no	50	Results per page (default 50, max 200).
`showAllVersions`	boolean	no	null	When true, returns all versions of each quote; otherwise only the latest. Default false.

cwsell_update_quote details

[CWSell] Update a quote by its internal ID using an RFC 6902 JSON Patch operations array. Returns the updated quote.

Param	Type	Required	Default	Description
`id`	string	yes		The internal CW Sell quote ID — the opaque GUID string 'id' field from cwsell_list_quotes, e.g. '06098b1d-89b4-4f94-bb7f-24a94aafc0ef'. This is NOT the integer quoteNumber.
`operationsJson`	string	yes		JSON Patch operations array (RFC 6902). Example: [{"op":"replace","path":"/name","value":"New name"}, {"op":"add","path":"/expectedCloseDate","value":"2026-06-01"}]

Quote Items

Tool	Plan	Access	Summary
`cwsell_create_quote_item`	Free	Write	Create a new quote line item.
`cwsell_delete_quote_item`	Free	Destructive	Permanently delete a quote line item by its internal ID.
`cwsell_get_quote_item`	Free	Read-only	Retrieve a single quote line item by its internal ID.
`cwsell_list_quote_items`	Free	Read-only	List quote line items across all quotes with optional filtering and pagination.
`cwsell_update_quote_item`	Free	Write	Update a quote line item using an RFC 6902 JSON Patch operations array.

cwsell_create_quote_item details

[CWSell] Create a new quote line item. Requires a JSON object matching the CW Sell QuoteItem shape (idQuote, idQuoteTabs, description, quantity, price, etc). Returns the created item.

Param	Type	Required	Default	Description
`bodyJson`	string	yes		JSON object for the quote item body. The parent references idQuote and idQuoteTabs are opaque GUID strings taken from cwsell_list_quotes and cwsell_list_quote_tabs, not integers. Example: {"idQuote":"06098b1d-89b4-4f94-bb7f-24a94aafc0ef","idQuoteTabs":"3f2a91c4-7d10-4e55-9a02-b7e8c1d4f6aa","description":"Firewall appliance","quantity":1,"price":499.00}.

cwsell_delete_quote_item details

[CWSell] Permanently delete a quote line item by its internal ID. This cannot be undone.

Param	Type	Required	Default	Description
`id`	string	yes		The internal CW Sell quote item ID to delete — the opaque GUID string 'id' field from cwsell_list_quote_items or cwsell_list_quote_items_by_tab, e.g. '06098b1d-89b4-4f94-bb7f-24a94aafc0ef'.

cwsell_get_quote_item details

Param	Type	Required	Default	Description
`id`	string	yes		The internal CW Sell quote item ID — the opaque GUID string 'id' field from cwsell_list_quote_items or cwsell_list_quote_items_by_tab, e.g. '06098b1d-89b4-4f94-bb7f-24a94aafc0ef'.

cwsell_list_quote_items details

[CWSell] List quote line items across all quotes with optional filtering and pagination. Quote items have ~200 fields — strongly recommend narrowing with includeFields.

Param	Type	Required	Default	Description
`conditions`	string	no	null	CW Sell filter expression, e.g. 'lastModified > [2024-01-01]' or 'accountName like "%acme%"'. Passed through verbatim.
`includeFields`	string	no	null	Pass includeFields='id,description,quantity,price' to request only specific fields and reduce response size. Particularly useful for quoteItems which have ~200 fields.
`page`	integer	no	1	Page number (1-indexed). Default 1.
`pageSize`	integer	no	50	Results per page (default 50, max 200).
`showAllVersions`	boolean	no	null	When true, returns items across all versions of each parent quote; otherwise only the latest version. Default false.

cwsell_update_quote_item details

[CWSell] Update a quote line item using an RFC 6902 JSON Patch operations array. Returns the updated item.

Param	Type	Required	Default	Description
`id`	string	yes		The internal CW Sell quote item ID — the opaque GUID string 'id' field from cwsell_list_quote_items or cwsell_list_quote_items_by_tab, e.g. '06098b1d-89b4-4f94-bb7f-24a94aafc0ef'.
`operationsJson`	string	yes		JSON Patch operations array (RFC 6902). Example: [{"op":"replace","path":"/price","value":599.00}, {"op":"replace","path":"/quantity","value":2}]

Quote Tabs

Tool	Plan	Access	Summary
`cwsell_list_quote_items_by_tab`	Free	Read-only	List all quote line items belonging to a specific quote tab.
`cwsell_list_quote_tabs`	Free	Read-only	List quote tabs (the section/grouping rows that organise line items within a quote) with optional filtering and pagination.

cwsell_list_quote_items_by_tab details

[CWSell] List all quote line items belonging to a specific quote tab. Useful for reading a grouped set of line items without pulling an entire quote.

Param	Type	Required	Default	Description
`conditions`	string	no	null	CW Sell filter expression, e.g. 'lastModified > [2024-01-01]' or 'accountName like "%acme%"'. Passed through verbatim.
`id`	string	yes		The internal CW Sell quote tab ID — the opaque GUID string 'id' field from cwsell_list_quote_tabs, e.g. '06098b1d-89b4-4f94-bb7f-24a94aafc0ef'. This is NOT the integer tabNumber.
`includeFields`	string	no	null	Pass includeFields='id,description,quantity,price' to request only specific fields and reduce response size. Particularly useful for quoteItems which have ~200 fields.
`page`	integer	no	1	Page number (1-indexed). Default 1.
`pageSize`	integer	no	50	Results per page (default 50, max 200).

cwsell_list_quote_tabs details

Param	Type	Required	Default	Description
`conditions`	string	no	null	CW Sell filter expression, e.g. 'lastModified > [2024-01-01]' or 'accountName like "%acme%"'. Passed through verbatim.
`includeFields`	string	no	null	Pass includeFields='id,description,quantity,price' to request only specific fields and reduce response size. Particularly useful for quoteItems which have ~200 fields.
`page`	integer	no	1	Page number (1-indexed). Default 1.
`pageSize`	integer	no	50	Results per page (default 50, max 200).
`showAllVersions`	boolean	no	null	When true, returns tabs across all versions of each parent quote; otherwise only the latest version. Default false.

Quote Customers

Tool	Plan	Access	Summary
`cwsell_delete_quote_customer`	Free	Destructive	Remove a customer from a quote.
`cwsell_list_quote_customers`	Free	Read-only	List the customers attached to a given quote.
`cwsell_replace_quote_customer`	Free	Destructive	Replace a quote customer record with a full body (PUT).
`cwsell_update_quote_customer`	Free	Write	Partially update a quote customer using an RFC 6902 JSON Patch operations array.

cwsell_delete_quote_customer details

[CWSell] Remove a customer from a quote. This cannot be undone.

Param	Type	Required	Default	Description
`id`	string	yes		The internal CW Sell customer ID within the quote — the opaque GUID string 'id' field from cwsell_list_quote_customers.
`quoteId`	string	yes		The internal CW Sell quote ID — the opaque GUID string 'id' field from cwsell_list_quotes, e.g. '06098b1d-89b4-4f94-bb7f-24a94aafc0ef'. This is NOT the integer quoteNumber.

cwsell_list_quote_customers details

Param	Type	Required	Default	Description
`quoteId`	string	yes		The internal CW Sell quote ID — the opaque GUID string 'id' field from cwsell_list_quotes, e.g. '06098b1d-89b4-4f94-bb7f-24a94aafc0ef'. This is NOT the integer quoteNumber.

cwsell_replace_quote_customer details

[CWSell] Replace a quote customer record with a full body (PUT). Provide the complete customer object; fields not present will be cleared. For partial updates, use cwsell_update_quote_customer.

Param	Type	Required	Description
`bodyJson`	string	yes	Full customer JSON body. Example: {"firstName":"Jane","lastName":"Doe","email":"jane@acme.com"}.
`id`	string	yes	The internal CW Sell customer ID within the quote — the opaque GUID string 'id' field from cwsell_list_quote_customers.
`quoteId`	string	yes	The internal CW Sell quote ID — the opaque GUID string 'id' field from cwsell_list_quotes, e.g. '06098b1d-89b4-4f94-bb7f-24a94aafc0ef'. This is NOT the integer quoteNumber.

cwsell_update_quote_customer details

[CWSell] Partially update a quote customer using an RFC 6902 JSON Patch operations array. Returns the updated customer.

Param	Type	Required	Description
`id`	string	yes	The internal CW Sell customer ID within the quote — the opaque GUID string 'id' field from cwsell_list_quote_customers.
`operationsJson`	string	yes	JSON Patch operations array (RFC 6902). Example: [{"op":"replace","path":"/email","value":"new@acme.com"}]
`quoteId`	string	yes	The internal CW Sell quote ID — the opaque GUID string 'id' field from cwsell_list_quotes, e.g. '06098b1d-89b4-4f94-bb7f-24a94aafc0ef'. This is NOT the integer quoteNumber.

Quote Terms

Tool	Plan	Access	Summary
`cwsell_create_quote_term`	Free	Write	Create a new term/condition on a quote.
`cwsell_delete_quote_term`	Free	Destructive	Permanently delete a term/condition from a quote.
`cwsell_list_quote_terms`	Free	Read-only	List terms and conditions entries attached to a given quote.
`cwsell_update_quote_term`	Free	Write	Partially update a quote term using an RFC 6902 JSON Patch operations array.

cwsell_create_quote_term details

[CWSell] Create a new term/condition on a quote. Provide a JSON body matching the QuoteTerm shape.

Param	Type	Required	Default	Description
`bodyJson`	string	yes		JSON object for the quote term body. Example: {"name":"Payment","body":"Net 30"}.
`quoteId`	string	yes		The internal CW Sell quote ID — the opaque GUID string 'id' field from cwsell_list_quotes, e.g. '06098b1d-89b4-4f94-bb7f-24a94aafc0ef'. This is NOT the integer quoteNumber.

cwsell_delete_quote_term details

[CWSell] Permanently delete a term/condition from a quote. This cannot be undone.

Param	Type	Required	Default	Description
`id`	string	yes		The internal CW Sell quote term ID to delete — the opaque GUID string 'id' field from cwsell_list_quote_terms.
`quoteId`	string	yes		The internal CW Sell quote ID — the opaque GUID string 'id' field from cwsell_list_quotes, e.g. '06098b1d-89b4-4f94-bb7f-24a94aafc0ef'. This is NOT the integer quoteNumber.

cwsell_list_quote_terms details

Param	Type	Required	Default	Description
`quoteId`	string	yes		The internal CW Sell quote ID — the opaque GUID string 'id' field from cwsell_list_quotes, e.g. '06098b1d-89b4-4f94-bb7f-24a94aafc0ef'. This is NOT the integer quoteNumber.

cwsell_update_quote_term details

[CWSell] Partially update a quote term using an RFC 6902 JSON Patch operations array. Returns the updated term.

Param	Type	Required	Description
`id`	string	yes	The internal CW Sell quote term ID within the quote — the opaque GUID string 'id' field from cwsell_list_quote_terms.
`operationsJson`	string	yes	JSON Patch operations array (RFC 6902). Example: [{"op":"replace","path":"/body","value":"Net 45"}]
`quoteId`	string	yes	The internal CW Sell quote ID — the opaque GUID string 'id' field from cwsell_list_quotes, e.g. '06098b1d-89b4-4f94-bb7f-24a94aafc0ef'. This is NOT the integer quoteNumber.

Recurring Revenue

Tool	Plan	Access	Summary
`cwsell_list_recurring_revenues`	Free	Read-only	List recurring revenue entries (MRR/ARR subscription items) across quotes with optional filtering and pagination.

cwsell_list_recurring_revenues details

Param	Type	Required	Default	Description
`conditions`	string	no	null	CW Sell filter expression, e.g. 'lastModified > [2024-01-01]' or 'accountName like "%acme%"'. Passed through verbatim.
`includeFields`	string	no	null	Pass includeFields='id,description,quantity,price' to request only specific fields and reduce response size. Particularly useful for quoteItems which have ~200 fields.
`page`	integer	no	1	Page number (1-indexed). Default 1.
`pageSize`	integer	no	50	Results per page (default 50, max 200).

Reference Data

Tool	Plan	Access	Summary
`cwsell_list_tax_codes`	Free	Read-only	List configured tax codes.
`cwsell_list_templates`	Free	Read-only	List configured quote templates.

cwsell_list_tax_codes details

[CWSell] List configured tax codes. Useful reference data when constructing or updating quote items and terms.

Param	Type	Required	Default	Description
`conditions`	string	no	null	CW Sell filter expression, e.g. 'lastModified > [2024-01-01]' or 'accountName like "%acme%"'. Passed through verbatim.
`includeFields`	string	no	null	Pass includeFields='id,description,quantity,price' to request only specific fields and reduce response size. Particularly useful for quoteItems which have ~200 fields.
`page`	integer	no	1	Page number (1-indexed). Default 1.
`pageSize`	integer	no	50	Results per page (default 50, max 200).

cwsell_list_templates details

[CWSell] List configured quote templates. Templates are quote records, so each carries the same opaque GUID string 'id' as an ordinary quote — pass it to cwsell_copy_quote to seed a new quote from a branded layout.

Param	Type	Required	Default	Description
`conditions`	string	no	null	CW Sell filter expression, e.g. 'lastModified > [2024-01-01]' or 'accountName like "%acme%"'. Passed through verbatim.
`includeFields`	string	no	null	Pass includeFields='id,description,quantity,price' to request only specific fields and reduce response size. Particularly useful for quoteItems which have ~200 fields.
`page`	integer	no	1	Page number (1-indexed). Default 1.
`pageSize`	integer	no	50	Results per page (default 50, max 200).

Users

Tool	Plan	Access	Summary
`cwsell_list_users`	Free	Read-only	List user accounts configured in ConnectWise Sell with optional filtering and pagination.
`cwsell_update_user`	Free	Write	Partially update a user account using an RFC 6902 JSON Patch operations array.

cwsell_list_users details

Param	Type	Required	Default	Description
`conditions`	string	no	null	CW Sell filter expression, e.g. 'lastModified > [2024-01-01]' or 'accountName like "%acme%"'. Passed through verbatim.
`includeFields`	string	no	null	Pass includeFields='id,description,quantity,price' to request only specific fields and reduce response size. Particularly useful for quoteItems which have ~200 fields.
`page`	integer	no	1	Page number (1-indexed). Default 1.
`pageSize`	integer	no	50	Results per page (default 50, max 200).

cwsell_update_user details

[CWSell] Partially update a user account using an RFC 6902 JSON Patch operations array. Returns the updated user.

Param	Type	Required	Default	Description
`id`	string	yes		The internal CW Sell user ID — the opaque GUID string 'id' field from cwsell_list_users, e.g. '06098b1d-89b4-4f94-bb7f-24a94aafc0ef'.
`operationsJson`	string	yes		JSON Patch operations array (RFC 6902). Example: [{"op":"replace","path":"/email","value":"new@acme.com"}]

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