> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesbricks.com/llms.txt
> Use this file to discover all available pages before exploring further.

# MCP

> Connect your AI assistant to Salesbricks

## 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.

<Info>
  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.
</Info>

## Setting up the connection

The Salesbricks MCP server is available at:

```
https://ai-chat.salesbricks.com/mcp
```

Add this URL to your AI client, then sign in with your Salesbricks credentials when prompted. Setup varies slightly by client:

<Info>
  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.
</Info>

<AccordionGroup>
  <Accordion title="Claude">
    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.
  </Accordion>

  <Accordion title="ChatGPT">
    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.
  </Accordion>

  <Accordion title="Cursor">
    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.
  </Accordion>
</AccordionGroup>

<Tip>
  **Revoking access:** You can disconnect an AI client at any time from your Salesbricks settings. The assistant immediately loses access to your account.
</Tip>

## What your assistant can do

Once connected, your assistant has access to the following capabilities:

<AccordionGroup>
  <Accordion title="Customer list">
    **"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.
  </Accordion>

  <Accordion title="Revenue summary">
    **"How's revenue this quarter?"** — MRR, ARR, net-new MRR (new + expansion − contraction − churn), and churned-customer count for any period, per currency.
  </Accordion>

  <Accordion title="Draft order creation">
    **"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.
  </Accordion>

  <Accordion title="Connection check">
    A simple liveness ping so clients can verify the connection.
  </Accordion>
</AccordionGroup>

## 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).

### 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.

## 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.

## 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 <a href="https://app.salesbricks.com/admin/aiChat" target="_blank" rel="noopener noreferrer">Salesbricks' AI chat BrIQ</a> with the full toolset, running inside Salesbricks.

<table>
  <tr>
    <th>
      <u />
    </th>

    <th><u>MCP</u></th>
    <th><u>Deal Desk Agent</u></th>
  </tr>

  <tr style={{verticalAlign: 'top'}}>
    <td>**Where it runs**</td>
    <td>Your own AI assistant (Claude, ChatGPT, Cursor, etc.)</td>
    <td>Inside Salesbricks (and Slack)</td>
  </tr>

  <tr style={{verticalAlign: 'top'}}>
    <td>**Surface area**</td>
    <td>Curated, safe subset of tools</td>
    <td>Full deal-desk toolset</td>
  </tr>

  <tr style={{verticalAlign: 'top'}}>
    <td>**Data access**</td>
    <td>Customers, orders, and revenue</td>
    <td>Full analytical access — MRR, renewals, invoices, orders, and products with ad-hoc queries</td>
  </tr>

  <tr style={{verticalAlign: 'top'}}>
    <td>**Order lifecycle**</td>
    <td>Draft creation + upgrade/recast changes</td>
    <td>Complete: create, update, delete, upgrade, renewal, recast</td>
  </tr>

  <tr style={{verticalAlign: 'top'}}>
    <td>**Discounts**</td>
    <td>Per-product %, coupon codes, plan credits</td>
    <td>Full vocabulary: order-wide %, minimum-spend, time-limited windows, contract credits, plan credits</td>
  </tr>

  <tr style={{verticalAlign: 'top'}}>
    <td>**Pricing authoring**</td>
    <td>—</td>
    <td>Create and edit pricing bricks, custom billing schedules</td>
  </tr>

  <tr style={{verticalAlign: 'top'}}>
    <td>**Documents & CRM**</td>
    <td>—</td>
    <td>SOW updates, MSA attachment, CRM account and opportunity linking</td>
  </tr>

  <tr style={{verticalAlign: 'top'}}>
    <td>**Exports & display**</td>
    <td>Structured JSON for the client to render</td>
    <td>Tables, order cards, CSV export</td>
  </tr>
</table>

## 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.