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ConnectWise Sell Tools

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

Quotes

Tool Plan Access Description
cwsell_copy_quote Free Write [CWSell] Copy an existing quote by internal ID to create a new draft. This is a side-effecting operation that duplicates the source quote's tabs, items, and customers onto a fresh quote record; it is not idempotent. Returns the new quote.
cwsell_delete_quote Free Destructive [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.
cwsell_delete_quote_version Free Destructive [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.
cwsell_get_latest_quote_version Free Read-only [CWSell] Convenience: retrieve the latest version of a quote by quote number only.
cwsell_get_quote Free Read-only [CWSell] Retrieve a quote by its stable internal ID. Use this when you have an id from a prior list call. For human-facing quote numbers, use cwsell_get_quote_version or cwsell_get_latest_quote_version instead.
cwsell_get_quote_version Free Read-only [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.
cwsell_list_quote_versions Free Read-only [CWSell] List all versions for a given quote number. Useful for auditing revision history before selecting a specific version.
cwsell_list_quotes Free Read-only [CWSell] List quotes with optional filtering and pagination. Returns quote summaries. Use includeFields to reduce response size when you only need specific fields.
cwsell_update_quote Free Write [CWSell] Update a quote by its internal ID using an RFC 6902 JSON Patch operations array. Returns the updated quote.
cwsell_copy_quote parameters
Param Type Required Default Description
id integer yes The internal CW Sell quote ID to copy.
cwsell_delete_quote parameters
Param Type Required Default Description
id integer yes The internal CW Sell quote ID to delete.
cwsell_delete_quote_version parameters
Param Type Required Default Description
quoteNumber integer yes The human-facing quote number.
quoteVersion integer yes The version number to delete.
cwsell_get_latest_quote_version parameters
Param Type Required Default Description
quoteNumber integer yes The human-facing quote number.
cwsell_get_quote parameters
Param Type Required Default Description
id integer yes The internal CW Sell quote ID (not the human-facing quote number).
cwsell_get_quote_version parameters
Param Type Required Default Description
quoteNumber integer yes The human-facing quote number.
quoteVersion integer yes The version number to retrieve.
cwsell_list_quote_versions parameters
Param Type Required Default Description
quoteNumber integer yes The human-facing quote number.
cwsell_list_quotes parameters
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 parameters
Param Type Required Default Description
id integer yes The internal CW Sell quote ID.
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 Description
cwsell_create_quote_item Free Write [CWSell] Create a new quote line item. Requires a JSON object matching the CW Sell QuoteItem shape (quoteTabId, description, quantity, price, etc). Returns the created item.
cwsell_delete_quote_item Free Destructive [CWSell] Permanently delete a quote line item by its internal ID. This cannot be undone.
cwsell_get_quote_item Free Read-only [CWSell] Retrieve a single quote line item by its internal ID.
cwsell_list_quote_items Free Read-only [CWSell] List quote line items across all quotes with optional filtering and pagination. Quote items have ~200 fields — strongly recommend narrowing with includeFields.
cwsell_update_quote_item Free Write [CWSell] Update a quote line item using an RFC 6902 JSON Patch operations array. Returns the updated item.
cwsell_create_quote_item parameters
Param Type Required Default Description
bodyJson string yes JSON object for the quote item body. Example: {"quoteTabId":123,"description":"Firewall appliance","quantity":1,"price":499.00}.
cwsell_delete_quote_item parameters
Param Type Required Default Description
id integer yes The internal CW Sell quote item ID to delete.
cwsell_get_quote_item parameters
Param Type Required Default Description
id integer yes The internal CW Sell quote item ID.
cwsell_list_quote_items parameters
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 parameters
Param Type Required Default Description
id integer yes The internal CW Sell quote item ID.
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 Description
cwsell_list_quote_items_by_tab Free Read-only [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.
cwsell_list_quote_tabs Free Read-only [CWSell] 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 parameters
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 integer yes The internal CW Sell quote tab ID.
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 parameters
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 Description
cwsell_delete_quote_customer Free Destructive [CWSell] Remove a customer from a quote. This cannot be undone.
cwsell_list_quote_customers Free Read-only [CWSell] List the customers attached to a given quote.
cwsell_replace_quote_customer Free Write [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.
cwsell_update_quote_customer Free Write [CWSell] Partially update a quote customer using an RFC 6902 JSON Patch operations array. Returns the updated customer.
cwsell_delete_quote_customer parameters
Param Type Required Default Description
id integer yes The internal CW Sell customer ID within the quote.
quoteId integer yes The internal CW Sell quote ID.
cwsell_list_quote_customers parameters
Param Type Required Default Description
quoteId integer yes The internal CW Sell quote ID.
cwsell_replace_quote_customer parameters
Param Type Required Default Description
bodyJson string yes Full customer JSON body. Example: {"firstName":"Jane","lastName":"Doe","email":"jane@acme.com"}.
id integer yes The internal CW Sell customer ID within the quote.
quoteId integer yes The internal CW Sell quote ID.
cwsell_update_quote_customer parameters
Param Type Required Default Description
id integer yes The internal CW Sell customer ID within the quote.
operationsJson string yes JSON Patch operations array (RFC 6902). Example: [{"op":"replace","path":"/email","value":"new@acme.com"}]
quoteId integer yes The internal CW Sell quote ID.

Quote Terms

Tool Plan Access Description
cwsell_create_quote_term Free Write [CWSell] Create a new term/condition on a quote. Provide a JSON body matching the QuoteTerm shape.
cwsell_delete_quote_term Free Destructive [CWSell] Permanently delete a term/condition from a quote. This cannot be undone.
cwsell_list_quote_terms Free Read-only [CWSell] List terms and conditions entries attached to a given quote.
cwsell_update_quote_term Free Write [CWSell] Partially update a quote term using an RFC 6902 JSON Patch operations array. Returns the updated term.
cwsell_create_quote_term parameters
Param Type Required Default Description
bodyJson string yes JSON object for the quote term body. Example: {"name":"Payment","body":"Net 30"}.
quoteId integer yes The internal CW Sell quote ID.
cwsell_delete_quote_term parameters
Param Type Required Default Description
id integer yes The internal CW Sell quote term ID to delete.
quoteId integer yes The internal CW Sell quote ID.
cwsell_list_quote_terms parameters
Param Type Required Default Description
quoteId integer yes The internal CW Sell quote ID.
cwsell_update_quote_term parameters
Param Type Required Default Description
id integer yes The internal CW Sell quote term ID within the quote.
operationsJson string yes JSON Patch operations array (RFC 6902). Example: [{"op":"replace","path":"/body","value":"Net 45"}]
quoteId integer yes The internal CW Sell quote ID.

Recurring Revenue

Tool Plan Access Description
cwsell_list_recurring_revenues Free Read-only [CWSell] List recurring revenue entries (MRR/ARR subscription items) across quotes with optional filtering and pagination.
cwsell_list_recurring_revenues parameters
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 Description
cwsell_list_tax_codes Free Read-only [CWSell] List configured tax codes. Useful reference data when constructing or updating quote items and terms.
cwsell_list_templates Free Read-only [CWSell] List configured quote templates. Useful reference data when seeding new quotes from a branded layout.
cwsell_list_tax_codes parameters
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 parameters
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 Description
cwsell_list_users Free Read-only [CWSell] List user accounts configured in ConnectWise Sell with optional filtering and pagination.
cwsell_update_user Free Write [CWSell] Partially update a user account using an RFC 6902 JSON Patch operations array. Returns the updated user.
cwsell_list_users parameters
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 parameters
Param Type Required Default Description
id integer yes The internal CW Sell user ID.
operationsJson string yes JSON Patch operations array (RFC 6902). Example: [{"op":"replace","path":"/email","value":"new@acme.com"}]