Composite Sales Intelligence

Inside sales intelligence for an MSP — bridges ConnectWise (PSA) and TD Synnex StreamOne (distributor) into composite sales workflows via MCP.

Components

1. Sales Agent (sales_agent/)

MCP server with 6 composite tools for sales workflows:

Tool	Description
customer_profile	Aggregates CW company + agreements + configs + tickets + TD Synnex subs
suggest_upsells	Analyzes stack gaps, suggests products from TD Synnex catalog
price_comparison	TD Synnex cost vs CW sell price — margin per product
build_quote	Creates TD Synnex cart as draft quote
renewal_radar	Upcoming CW agreement + TD Synnex subscription expirations
opportunity_enrichment	Enriches CW opportunity with customer context + catalog matches

2. TD Synnex StreamOne Adapter (tdsynnex/)

Full StreamOne Ion V3 API client + 15-tool MCP server for direct distributor operations.

API Coverage: Auth (OAuth2 with token rotation), Customers, Catalog, Orders, Subscriptions, Carts, Provisioning.

Setup

# Python 3.10+ required
python3 -m venv .venv
source .venv/bin/activate
pip install -r requirements.txt

# Configure credentials
cp .env.example .env
# Fill in CW + TD Synnex credentials

Running

Sales Agent MCP Server

python -m sales_agent.mcp.server

TD Synnex MCP Server

python -m tdsynnex.mcp.server

Claude Code Integration

Add to your .mcp.json:

{
  "mcpServers": {
    "composite-mcp": {
      "command": "python",
      "args": ["-m", "sales_agent.mcp.server"],
      "cwd": "/path/to/composite-mcp",
      "env": {
        "CW_SITE_URL": "https://your-instance.connectwise.com/v4_6_release/apis/3.0",
        "CW_COMPANY_ID": "your_company_id",
        "CW_PUBLIC_KEY": "...",
        "CW_PRIVATE_KEY": "...",
        "CW_CLIENT_ID": "...",
        "TDSYNNEX_HOSTNAME": "...",
        "TDSYNNEX_ACCOUNT_ID": "...",
        "TDSYNNEX_REFRESH_TOKEN": "..."
      }
    },
    "tdsynnex": {
      "command": "python",
      "args": ["-m", "tdsynnex.mcp.server"],
      "cwd": "/path/to/composite-mcp",
      "env": {
        "TDSYNNEX_HOSTNAME": "...",
        "TDSYNNEX_ACCOUNT_ID": "...",
        "TDSYNNEX_REFRESH_TOKEN": "..."
      }
    }
  }
}

Stack

• Python 3.10+
• httpx (async HTTP)
• pydantic / pydantic-settings (config)
• MCP Python SDK (tool serving)
• Ollama (future — AI-powered product matching)