read thedocs.

[ docs // guides & reference ]

Connector setup guides, tool references, auth flows, and platform concepts — everything you need to run StackJack, in one place.

Browse the Docs All Connectors
34 connectors documented // 6,712 tools referenced // setup, auth & platform guides
↓

No pages match that search. Clear it

← All documentation

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, 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 — around 45 KQM tools in total, all named 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.

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

  1. Log in to Kaseya Quote Manager.
  2. Open the Account menu and choose Developer API (lower-left navigation).
  3. Generate a new API key.
  4. 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

  1. In the StackJack portal, open Connectors from the sidebar.
  2. Find the Kaseya Quote Manager card and click Configure (or How To Connect first if you want the in-portal walkthrough).
  3. 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.
  4. Click Save.

The Kaseya Quote Manager configure dialog on /connectors showing the fixed base URL note and the API Key field with a masked value. The Kaseya Quote Manager configure dialog on /connectors showing the fixed base URL note and the API Key field with a masked value.

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 roughly 10,000–20,000 requests per day. StackJack works within these limits, but they shape what to expect from heavy queries (see below).

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 Cancel Plan button only appears while the connector is connected, so cancel the plan before disconnecting. If you've already disconnected, save your credentials again to bring the plan controls back, then cancel.