Architecture
What “agent-native” actually means
Not a chat sidebar bolted onto a SaaS form. The whole product surface is exposed as agent primitives — and consumes other agents' primitives too.
MCP server
Setell exposes its full toolset — create_quote, send_quote, list_jobs, customer memory, pricing memory, follow-up scheduling — as MCP tools. Any MCP-compatible client (Claude Desktop, Claude Code, ChatGPT, Cursor, custom builds) can call them.
Claude Agent SDK orchestration
Boxx isn't a single tool-call loop. It's a system of specialized sub-agents — estimator, revisor, follow-up coordinator, pricing analyst — orchestrated by the SDK with structured planning, hooks, and memory.
Sub-agent specialization
Each sub-agent gets a tight context window and the vertical-brain slice it needs. The estimator knows your pricing memory but not your follow-up cadence; the follow-upper knows the customer's response history but not your full price catalog. Tight context = better output.
Memory tool
Customer memory + vertical brain stored as first-class agent memory, not just rows in Postgres. The sub-agent remembers your last conversation about Acme's price sensitivity without you re-loading the context.
MCP consumer too
Setell consumes external MCPs as they ship — Stripe, QuickBooks, Xero, DocuSign, Gmail. We don't maintain thin REST wrappers; we orchestrate agents that consume integrations. The moat moves from integration-build to integration-orchestration.
Composable with your stack
Setell is one MCP in your agent's toolbelt — not a walled garden. Pair it with Stripe MCP, QuickBooks MCP, Xero MCP, DocuSign MCP, internal company MCPs. We're the best at one job, not trying to be your whole stack.
Scenarios
How operators use it today
Three patterns we already see across early-access users.
1
Quote from chat
Bookkeeper in Claude
What did Acme price for the kitchen remodel last spring?
Setell MCP
Returns the prior quote, line items, accepted price.
Bookkeeper
Draft a new quote for the same scope but +12% on materials.
Setell MCP
Drafts the quote, surfaces it for review, sends on approval.
2
Custom workflow
Operator
Builds a custom Claude Code skill that runs every Monday morning: fetch the week's stale quotes via Setell MCP, draft follow-ups, present a digest.
Setell MCP
Provides the primitives; the operator composes the workflow.
3
Cross-tool agent
Fractional CFO
Runs a Claude project that pulls Setell pipeline data + QuickBooks A/R + Stripe revenue and produces a Monday-morning cash-flow brief for three of her clients in parallel.
Setell MCP
One MCP in the agent's toolbelt — alongside Stripe, QuickBooks, and Xero.
Anthropic Partnership
Built on Anthropic's frontier
The primitives we're standing on — and the ones we adopt the day they ship.
Claude Agent SDK
For orchestration, sub-agents, hooks, structured planning.
MCP
For transport — both as server (Setell exposed) and consumer (Setell calls Stripe / QB MCPs).
Memory tool
For customer + vertical-brain persistence.
Extended thinking
Used on hard decisions — unusual pricing, complex multi-revision threads.
Prompt caching
Aggressive caching of customer context + vertical brain. Cost + latency win at scale.
Batch API
Overnight runs power the auto-mode morning brief.
We work closely with Anthropic. If you're an Anthropic team reading this — hit us at partnerships@setell.ai.
partnerships@setell.aiRoadmap
What ships when
MCP server rolls out through 2026. Early-access list opens now.
Q3 2026
MCP server — public beta
Claude Desktop + Claude Code integrations. Per-user OAuth, tenant-isolated sessions, full quote/job/memory toolset exposed.
Q4 2026
Broader MCP client support
ChatGPT, Cursor, and generic MCP-client compatibility. Same tools, same auth model, more places to run them from.
Q1 2027
Sub-agent customization
Operators define their own specialized sub-agents — e.g. a pricing analyst tuned to their margin thresholds, or a follow-up coordinator with custom cadence rules.
Ongoing
New external-MCP consumers
As Stripe, QuickBooks, Xero, DocuSign, and others ship their own MCPs, Setell becomes a consumer — orchestrating end-to-end revenue flows across them.
For developers
Plug it in
Same tenant-isolation model as the web app. Your MCP session sees only your data.
Setup
Add Setell to your MCP client config (Claude Desktop, Claude Code, Cursor, custom). Authenticate with your Setell account. Done.
Auth
Per-user OAuth — same tenant-isolation model as the web app. Your MCP session sees only your data. No shared tokens, no cross-tenant leakage.
Rate limits
Match the API plan tier. Pro tier has higher ceilings — Boxx messages, AI quotes, MCP tool calls all share the same plan quotas.
Reference docs
Full API reference and MCP setup guide land with the public beta.
Run Setell from where
you already work.
MCP beta opens Q3 2026. Join the early-access list and we'll send the setup instructions the day it ships.
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