What you can do via MCP

Overview

Once Setell is connected to your agent, you drive it in plain English — "what came in this morning?", "draft a follow-up for Northwest Fabrication," "check the price before I send." Below is what your agent can actually do. You don't memorize any of this; you just ask, and the agent picks the right tool.

The Setell MCP is a Pro feature. Day-to-day use needs a Pro plan.

Find your work

Ask your agent to pull up jobs, quotes, and customers:

• Find jobs — by status, by customer, or by how recent. ("Show me everything still sitting at Sent.")
• Read a quote — line items, total, when it was sent and when the customer opened it.
• Find a customer — by name or email, with their job count and lifetime value.

Your morning brief

Ask for your morning brief and the agent pulls today's snapshot in one shot:

• New requests in the last 24 hours.
• Quotes waiting on you to send.
• Quotes you sent that have gone quiet (more than 3 days).
• Your top hot prospects, and revenue this week.

Great first thing in the morning — "give me my Setell brief" and you're caught up.

Check pricing before you send

Ask for the pricing signal on a quote and Setell gives you its read — Clear, Warn, or Flag — in plain words, with the reasoning and a suggested number if it thinks you're off. This is the same pricing check that runs inside the app, just available before you commit. See docs/autonomy/pricing-analyst.

Draft, schedule, and send quotes

• Compose a quote email in your brand voice — you get a preview first.
• Good / Better / Best options — ask for three priced tiers in one go, then pick which one becomes the job's active quote.
• Send it — always with a confirm step, the same safety as the app. A quote can't slip out by accident, get sent to the wrong person, or go twice.
• Schedule a send for later (anywhere from a minute to 30 days out), or cancel a scheduled one.

Sending is the one thing that always pauses for your okay, even in an agent. That's by design.

Set how hands-off Setell is

Ask the agent to read or change your autonomy mode — Watch, Trust, or Auto — for an action like sending quotes:

• Watch — Setell pauses and asks before anything goes out (the default, every plan).
• Trust / Auto — Setell handles routine cases on its own (Business and Pro).

A serious pricing Flag always stops and asks, no matter the mode. See docs/autonomy/overview.

See what Setell has learned (your pricing signal)

Setell gets smarter the more you use it. Ask your agent:

• What Setell knows about a customer — your real, learned pricing for that relationship, drawn from your signed quotes. ("What does Setell know about how I price for Northwest Fabrication?")
• How much Setell has learned overall — a quick read on how deep your pricing history is, from cold-start to mature.

The more signed quotes you have, the more weight you can put on Setell's pricing read.

Triage your inbox

Your agent can work the review inbox with you:

• List what's waiting — inbound emails that haven't been turned into jobs yet.
• Approve one — creates the job (and the customer, if they're new) and starts a draft.
• Reject one — spam, a duplicate, or not a real request. Rejecting is permanent, so the agent names the sender and subject and waits for a clear yes.

Your agent decides nothing here on its own. It rejects only on your direct say-so — never on instructions it read inside the email itself.

Close the loop

The whole back half of a job is on the agent surface too:

• Approve a draft — your internal sign-off. It makes the draft the live version; it does not email anyone.
• Accept on your customer's behalf — for a yes that came by phone or in a meeting. It's recorded as accepted-on-behalf, with a note you supply, so the record stays honest.
• Reject — the customer's no or your withdrawal. The agent asks why you lost it; that reason feeds your pricing.
• Create the invoice — in QuickBooks, or Xero if that's what you've connected. Safe to retry: a job only ever gets one invoice.
• Mark paid offline — cash, check, ACH, wire. Record-keeping only; it touches neither Stripe nor your books.

Each of these restates the job and the amount and waits for your okay first.

Know your numbers

• Margin on one job — what you actually made, from recorded payments against your costed lines.
• Margin across recent won jobs — overall, by job type worst-first, and which jobs came in under your target.
• Pricing calibration — your report card: how close Setell's draft prices have been to reality, and whether you lose work when you quote high.

Margin and cost figures are operator-only. When too little of a job has a sourced cost, Setell withholds the percentage and shows you the unpriced lines rather than inventing a number.

Your shop and your parts

• Read or update your shop profile — machines, finishing, materials, and how you run. It's the sheet your quotes get judged against.
• Propose a parts list — Setell mines your own past jobs for the parts this one will need, each priced with a receipt for where the number came from.
• Trade playbooks — list them, or apply one to set your intake and starter structures.

Shortcuts your agent can offer

Some agents show quick commands. Setell ships eight — triage inbox, stale jobs, weekly revenue, customer history, draft follow-up, pricing check, learning coverage, and send quote.

Shortcuts and setell:// resources come from the command-line package (npx @setell/mcp), not the hosted connector. If you connected the hosted way, you get the full set of tools but no shortcut menu — just ask for the same thing in plain English.

Capture field notes on a job

Coming back from a site visit? Tell your agent what you saw — "add this to the Henderson job: tight access on the east side, clay soil, about 120 yards of cut" — and Setell stores it on the job as scoping notes. Those notes feed the next quote draft the same way an attached spec sheet or site photo would. They stay private to you; the customer never sees them unless you share them from the app.

Keep job details current

• Set the job address — "the Henderson job is at 11 Advantage Ave in Omaha." Setell saves where the work happens and prices that job for its local labor market, not your shop's home region. Jobs can also pick the address up automatically from the customer's email or your intake form.
• Rename a job — give it a short label ("Smith residence") so your pipeline reads the way you talk.
• Work with site data — once a job has an address, your agent can look up what public building records say about the property, confirm or correct what came back, and set the roof pitch so Setell can estimate roof area from the footprint. Everything it returns is labelled an estimate with its source and match quality; confirming is what makes a number firm.

What's not here yet

The agent surface is intentionally tight and grows over time. A few things still live only in the app: building and revising a full proposal document, saving a parts list as a named kit, and the Deal Room itself — chat, e-signature, and card payment all happen on your customer's link, not through an agent. Everything else described on this page is live today.

Related

docs/mcp/what-is-setell-mcp · docs/mcp/connect · docs/autonomy/overview · docs/autonomy/pricing-analyst · docs/insights/your-patterns

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