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Overview

The Salesbricks MCP server lets you connect your own AI assistant — Claude, ChatGPT, Cursor, or any MCP-compatible client — directly to your Salesbricks account. Once connected, your assistant can answer questions about your customers and revenue, and prepare billing actions in natural language.
  • Hosted service: nothing to install. Add the Salesbricks MCP endpoint to your AI client and sign in.
  • Secure by design: sign-in uses standard OAuth through Salesbricks. Your assistant only sees what your signed-in user is allowed to see, and access can be revoked at any time from your Salesbricks settings.
  • Safe by design: every write produces a draft. The MCP never closes, signs, or charges anything. Money-moving steps stay in the Salesbricks app with a human in the loop.
MCP (Model Context Protocol) is an open standard that lets AI assistants securely connect to external tools and data. Most major AI clients support it.

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Setting up the connection

The Salesbricks MCP server is available at:
Add this URL to your AI client, then sign in with your Salesbricks credentials when prompted. Setup varies slightly by client:
Any MCP-compatible client will work — there’s no SDK to install and no API keys to manage. Your assistant’s access mirrors your own Salesbricks permissions.
  1. Go to Settings → Connectors and click Add custom connector.
  2. Enter a name (e.g., “Salesbricks”) and the MCP server URL above.
  3. Click Add, then Connect — you’ll be redirected to Salesbricks to sign in and authorize access.
  1. Go to Settings → Connectors and enable developer mode if you haven’t already.
  2. Click Create and enter the MCP server URL above.
  3. Complete the OAuth sign-in when prompted.
  1. Open Cursor Settings → MCP and click Add new MCP server.
  2. Enter the MCP server URL above as a remote server.
  3. Complete the OAuth sign-in when prompted.
Revoking access: You can disconnect an AI client at any time from your Salesbricks settings. The assistant immediately loses access to your account.

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What your assistant can do

Once connected, your assistant has access to the following capabilities:
“Who are my biggest customers?” — customers ranked by contract value, with current value, expected renewal value, renewal dates, status, and rep attribution. Filter by status, upcoming renewals, minimum spend, or rep.
“How’s revenue this quarter?” — MRR, ARR, net-new MRR (new + expansion − contraction − churn), and churned-customer count for any period, per currency.
“Draft a new order for Acme on the Pro plan, 24 months, annual billing.” — creates a draft order with plan, add-ons, quantities, start date, contract length, billing schedule, payment terms, and discounts. You may then work with your customer to complete and execute the order.
A simple liveness ping so clients can verify the connection.

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Making subscription changes

When you ask your assistant to change a subscription, it answers one question — does this change ride alongside the current term, or replace it? — and Salesbricks handles the rest (change type, proration, and re-billing):
  • Mid-term upgrade: rides alongside the current term with the end date unchanged. Add seats or quantity, or add new products from the plan; proration is handled automatically.
  • Recast: replaces the current term and starts fresh. Everything an upgrade can do, plus change contract length, change billing frequency, swap plans, and apply plan credits.
Changes can also include discounts: per-product percentage discounts (recurring and/or one-time), existing coupon codes, and plan credits (recast only).

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How changes stay safe

  • Preview first, always. Every change is priced with a zero-side-effect estimate - resulting total, end date, and per-line-item impact - before anything is created.
  • Explicit confirmation. Committing a change requires a confirmation from the preview; if the request was modified or the price moved in between, the commit is refused. Recasts additionally require an explicit acknowledgment that the change replaces the current term.
  • Drafts only. A committed change is a draft order in Salesbricks. Closing it, as well as any signatures or charges, happen in Salesbricks.
  • Clear refusals, not silent mistakes. Anything the assistant can’t do comes back as a clear explanation and a pointer to the Salesbricks app, never a wrong guess.

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Limitations

The MCP is a curated, safe subset of Salesbricks. On subscription changes, the following are not supported and will be politely refused:
  • Renewals: created in the Salesbricks app or by the Deal Desk Agent.
  • Order-wide percentage discounts on a change: per-product percentage discounts, coupon codes, and plan credits are supported instead. (New draft orders do accept an order-wide rate — this limit is specific to subscription changes.)
  • Time-limited discounts, minimum-spend discounts, and contract credits: available through the Deal Desk Agent.
  • Creating new coupons: existing coupon codes can be looked up and applied, but not created. A coupon also can’t be combined with other discounts on the same change.
  • Changing contract length on a mid-term upgrade: the term is inherited from the current agreement; use a recast to change it.
  • Plan swaps or new products on older or custom-priced plan versions: the assistant will direct you to the order builder; quantity, date, contract, and discount changes still work.
  • Closing, signing, or charging: never, by design.
Usage and metering, catalog and pricing authoring, and CRM operations are not part of the MCP.

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MCP vs. the Deal Desk Agent (BrIQ)

Salesbricks offers two ways to work with AI. The MCP lets you bring your own assistant to a safe, confirmation-gated slice of the platform; the Deal Desk Agent is Salesbricks’ AI chat BrIQ with the full toolset, running inside Salesbricks.
MCPDeal Desk Agent
Where it runsYour own AI assistant (Claude, ChatGPT, Cursor, etc.)Inside Salesbricks (and Slack)
Surface areaCurated, safe subset of toolsFull deal-desk toolset
Data accessCustomers, orders, and revenueFull analytical access — MRR, renewals, invoices, orders, and products with ad-hoc queries
Order lifecycleDraft creation + upgrade/recast changesComplete: create, update, delete, upgrade, renewal, recast
DiscountsPer-product %, coupon codes, plan creditsFull vocabulary: order-wide %, minimum-spend, time-limited windows, contract credits, plan credits
Pricing authoring—Create and edit pricing bricks, custom billing schedules
Documents & CRM—SOW updates, MSA attachment, CRM account and opportunity linking
Exports & displayStructured JSON for the client to renderTables, order cards, CSV export

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Frequently asked questions

Can my AI actually change a live subscription? It can prepare one — priced, previewed, and confirmed — as a draft. A human closes it in Salesbricks. Nothing is signed or charged by the AI. What if the AI gets it wrong? Every change is previewed with exact pricing before commit; commits are refused if anything changed since the preview; recasts require an explicit acknowledgment; and an in-flight draft can be discarded without touching the live agreement. Which AI tools does it work with? Any MCP-compatible client: Claude, ChatGPT, Cursor, and the rest of the growing MCP ecosystem. It’s a hosted endpoint with standard OAuth; no SDK, and no API keys to manage. Why can’t it perform a certain task? The MCP exposes a deliberate subset of the platform. If something isn’t supported (e.g., order-wide discounts on a change, renewals, coupon creation), your assistant will say so and point you to the Salesbricks app. The Deal Desk Agent covers the full toolset today.