Connect Kaseya Quote Manager

Kaseya Quote Manager (KQM, formerly Datto Commerce) is Kaseya's quoting and procurement platform. Connecting KQM to StackJack gives your AI assistant read-only access to quotes, your product catalog,…

Written By Christopher Scaminaci

Last updated 6 days ago

Kaseya Quote Manager (KQM, formerly Datto Commerce) is Kaseya's quoting and procurement platform. Connecting KQM to StackJack gives your AI assistant read-only access to quotes, your product catalog, customers, and orders through MCP tools (MCP is the Model Context Protocol, the open standard AI assistants use to call external tools).

Once connected, your AI can look up quotes, catalog items, customers, sales orders, purchase orders, operational data, and run analytics reports through tools with the kqm_ prefix (for example kqm_list_quotes). All KQM tools are read-only — the KQM API has no write endpoints, so your AI can never change anything in Quote Manager. See the generated Kaseya Quote Manager tool reference for the current inventory, input schemas, plan tiers, and safety notes.

Before you begin

You'll need:

A StackJack role that can manage connectors: Owner, co-owner, or Administrator.
A Kaseya Quote Manager login that can access the Developer API section.

The same steps below are also shown inside the portal — open Connectors, find the Kaseya Quote Manager card, and click How To Connect.

Step 1 — Generate an API key in Quote Manager

Log in to Kaseya Quote Manager.
In the top navigation, open My account (the profile icon) and choose Developer API.
Generate a new API key.
Copy the key value exactly — it is case-sensitive. There is no username or secret pair; the key alone authenticates every call.

Step 2 — Connect in StackJack

In the StackJack portal, open Connectors from the sidebar.
Find the Kaseya Quote Manager card and click Configure (or How To Connect first if you want the in-portal walkthrough).
Paste the key into the API Key field. There is no URL field — the KQM API lives at a single global endpoint (https://api.kaseyaquotemanager.com), shown as fixed text in the dialog.
Click Save.

Kaseya Quote Manager credential-field example showing the fixed base URL note and the API Key field with a masked value.

Field-layout example from the earlier centered setup shell. The current Portal presents these fields in the connector's right-side drawer.

What happens when you save

Your API key is stored encrypted in a secure vault — it is never stored in StackJack's database and never shown again in the portal.
A Free plan for KQM is activated automatically, so your AI can start calling KQM tools right away.
StackJack immediately runs a live validation call against Quote Manager. If validation fails, your credentials are still saved — fix the underlying issue (typo in the key, revoked key) and click Re-test on the card.

Permissions and data access

KQM API keys are flat — no scopes and no granular permissions. The key's account context determines what data is visible. Everything is read-only:

Area	Access
Catalog	read
Customers	read
Quotes	read
Sales Orders	read
Purchase Orders	read
Operations	read
Analytics	read

To browse the full KQM tool list — and to scope an AI client to a smaller tool set — open Permissions in the portal and select Kaseya Quote Manager.

Plans, tools, and usage limits

Every KQM tool is available on the Free plan. Paid plans differ by monthly usage allowance, not by tool access. Upgrade from the KQM card on the Connectors page — current pricing is shown in the portal and at checkout.
Each plan includes a monthly tool-call allowance; the usage bar on the connector card tracks it through your billing cycle. StackJack applies no per-minute rate limit of its own — the monthly allowance is the only StackJack-side cap.
Quote Manager's own API limits are tight: 60 requests per minute and 20,000 requests in any 24-hour period. StackJack paces its calls towards those limits, which shapes what to expect from heavy queries (see below). Pacing is not a guarantee: the allowance belongs to your Quote Manager account, so anything else using it counts too, and a wide enough query can still be throttled. See Kaseya's current Quote Manager API guide.

Expect analytics reports to take a while

KQM's API caps page size at 100 records, so StackJack's composite analytics tools page through data on your behalf — under a 60-request-per-minute vendor budget. For large accounts:

A full analytics report can take 2–5 minutes to complete. This is normal, not a hang.
List tools paginate with page and pageSize parameters; composite tools stop after 50 pages and mark the response _partial: true when the cap triggers, so your AI knows the result set was truncated.

Troubleshooting

Symptom	Likely cause and fix
"Saved but validation failed" message	Credentials were stored but the live check failed. Re-copy the key — it is case-sensitive — then click Re-test on the card.
Analytics tools seem stuck	Composite reports page through data under KQM's 60 req/min limit and can legitimately take minutes on large accounts.
Results look incomplete	Check for `_partial: true` in the response — the composite hit its 50-page cap. Narrow the query (date range, customer) and re-run.
Connector suddenly shows as disabled	Three consecutive failed background checks auto-disable a connector, and the account owner is emailed. Generate a fresh key if needed, save it, then Re-enable.

Disconnecting

On the Kaseya Quote Manager card, click Disconnect and confirm. This deletes your stored credentials and stops all KQM tool calls.

⚠ Disconnecting does not cancel a paid KQM plan — billing continues until you cancel it separately. The plan controls only appear while the connector is connected, so end the plan before disconnecting. On a paid connector that button reads Manage on Billing and opens this connector's removal dialog on the Billing page; a legacy website subscription still reads Cancel Plan. If you've already disconnected, save your credentials again to bring the plan controls back, then end the plan.

Kaseya Quote Manager tools

kqm_ · 45 tools · Free 45

Catalog

Tool	What it does
`kqm_get_brand_by_id` Free · Read-only	Retrieve a single brand (manufacturer) by its KQM ID.
`kqm_get_category_by_id` Free · Read-only	Retrieve a single product category by its KQM ID.
`kqm_get_product_by_id` Free · Read-only	Retrieve a single product by its KQM ID.
`kqm_get_product_supplier_by_id` Free · Read-only	Retrieve a single product-supplier link by its KQM ID.
`kqm_list_brands` Free · Read-only	List product brands (manufacturers) in the KQM catalog.
`kqm_list_categories` Free · Read-only	List all product categories in the KQM catalog.
`kqm_list_product_images` Free · Read-only	List product images, optionally scoped to a single product.
`kqm_list_product_suppliers` Free · Read-only	List product-supplier links, optionally scoped to a single product.
`kqm_list_products` Free · Read-only	List products in the KQM catalog with optional filtering by manufacturer part number or modification time.
`kqm_list_suppliers` Free · Read-only	List vendors/suppliers in the KQM catalog.

Customers

Tool	What it does
`kqm_get_contact_by_id` Free · Read-only	Retrieve a single customer contact by its KQM ID.
`kqm_get_customer_address_by_id` Free · Read-only	Retrieve a single customer address by its KQM ID.
`kqm_get_customer_by_id` Free · Read-only	Retrieve a single customer by its KQM ID.
`kqm_list_contacts` Free · Read-only	List customer contacts (people) in KQM.
`kqm_list_customer_addresses` Free · Read-only	List customer shipping/billing addresses.
`kqm_list_customers` Free · Read-only	List customers (companies that KQM quotes or sells to).

Quotes

Tool	What it does
`kqm_get_quote_by_id` Free · Read-only	Retrieve a single quote by its KQM ID, including header fields, totals, and status.
`kqm_get_quote_line_by_id` Free · Read-only	Retrieve a single quote line by its KQM ID.
`kqm_get_quote_section_by_id` Free · Read-only	Retrieve a single quote section by its KQM ID.
`kqm_list_quote_lines` Free · Read-only	List line items for a specific quote section.
`kqm_list_quote_sections` Free · Read-only	List quote sections, typically scoped to a single quote.
`kqm_list_quotes` Free · Read-only	List sales quotes.

Sales Orders

Tool	What it does
`kqm_get_sales_order_by_id` Free · Read-only	Retrieve a single sales order by its KQM ID, including header fields, totals, customer link, and status.
`kqm_get_sales_order_line_by_id` Free · Read-only	Retrieve a single sales-order line by its KQM ID.
`kqm_get_sales_order_payment_by_id` Free · Read-only	Retrieve a single sales-order payment by its KQM ID.
`kqm_list_sales_order_lines` Free · Read-only	List line items for a specific sales order.
`kqm_list_sales_order_payments` Free · Read-only	List payments recorded against a sales order.
`kqm_list_sales_orders` Free · Read-only	List sales orders.

Purchase Orders

Tool	What it does
`kqm_get_purchase_order_by_id` Free · Read-only	Retrieve a single purchase order by its KQM ID, including header fields, totals, supplier link, and status.
`kqm_get_purchase_order_cost_by_id` Free · Read-only	Retrieve a single purchase-order cost record by its KQM ID.
`kqm_get_purchase_order_line_by_id` Free · Read-only	Retrieve a single purchase-order line by its KQM ID.
`kqm_list_purchase_order_costs` Free · Read-only	List ancillary cost records (freight, duty, etc.) attached to a purchase order.
`kqm_list_purchase_order_lines` Free · Read-only	List line items for a specific purchase order.
`kqm_list_purchase_orders` Free · Read-only	List purchase orders.

Operations

Tool	What it does
`kqm_get_employee_by_id` Free · Read-only	Retrieve a single employee by its KQM ID.
`kqm_get_supplier_by_id` Free · Read-only	Retrieve a single supplier (vendor) by its KQM ID.
`kqm_get_warehouse_by_id` Free · Read-only	Retrieve a single warehouse by its KQM ID.
`kqm_list_employees` Free · Read-only	List KQM employees (sales reps and other users).
`kqm_list_warehouses` Free · Read-only	List warehouses (stocking locations) configured in KQM.

Analytics

Tool	What it does
`kqm_customer_spend_summary` Free · Read-only	Composite per-customer spend summary: for the given customer, rolls up all sales orders, their line items, and their payments, returning aggregate revenue, cost, outstanding balance, and per-order detail.
`kqm_pipeline_summary` Free · Read-only	Composite pipeline summary: counts and total/cost by quote status.
`kqm_product_velocity_report` Free · Read-only	Composite per-product velocity: units sold, revenue, and unique customer count across sales-order lines.
`kqm_purchase_vs_sales_reconciliation` Free · Read-only	Composite reconciliation for a single sales order: compares the sales-order lines against matching purchase-order lines (joined by productID), flagging quantity mismatches.
`kqm_quote_conversion_funnel` Free · Read-only	Composite quote funnel: total quotes by status, win rate (won / (won + declined)), conversion rate (won / total), and average days from creation to close for won quotes.
`kqm_sales_order_margin_report` Free · Read-only	Composite margin report: for each sales order (up to 200), fetches its line items and computes (unitPrice - unitCost) * quantity.

Still need help? Ask the team