bizratings-mcp

bizratings-mcp

Exposes the BizRatings CSAT/NPS customer-survey API for ConnectWise partners as MCP tools.

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README

bizratings-mcp

BizRatings MCP server — exposes the BizRatings CSAT/NPS customer-survey API (for ConnectWise partners) as MCP tools.

Overview

This server implements the Model Context Protocol (Streamable HTTP/SSE transport) and wraps the BizRatings API, which manages CSAT/NPS satisfaction surveys tied to ConnectWise tickets and projects. It follows the MSPbots Vendor MCP Service SOP: stateless, no stored credentials, per-request header authentication.

The server itself holds no credentials — the caller obtains a BizRatings OAuth2 access token and passes it per-request through a header.

Quick Start

Docker (recommended)

docker compose up --build

The server starts on http://localhost:8080.

Local (uv)

uv sync
python -m bizratings_mcp

Health Check

curl http://localhost:8080/health
# {"status": "ok", "service": "bizratings-mcp", "transport": "http"}

No token is required for the health endpoint.

授权参数说明 (Authentication)

Every request to /mcp must include a valid BizRatings access token:

X-Bizratings-Token: <access_token>

BizRatings uses OAuth2 Client Credentials (grant_type=client_credentials). The token itself must be obtained by the caller (Agent Platform / upstream gateway) — this server never sees a client_id/client_secret, it only forwards the bearer token to the BizRatings API:

curl -X POST https://bizratingsidp.azurewebsites.net/connect/token \
  -H "Content-Type: application/x-www-form-urlencoded" \
  -d "grant_type=client_credentials&client_id=<client_id>&client_secret=<client_secret>&scope=BRApi"

Missing or invalid tokens return 401 Unauthorized.

Environment Variables

Variable Default Description
MCP_HTTP_PORT 8080 Listening port
MCP_HTTP_HOST 0.0.0.0 Listening host
BIZRATINGS_BASE_URL https://api.bizratings.com Override if your tenant is routed through a different host

MCP Endpoint

POST http://localhost:8080/mcp

Connect your MCP client with:

  • Transport: http (Streamable HTTP / SSE)
  • Header: X-Bizratings-Token: <access_token>

Tool List

All dates use the DD-Mon-YYYY format (e.g. 15-Mar-2026) unless noted otherwise.

Tickets

Tool 功能 参数
bizratings_get_ticket_responses 查询工单满意度调查结果(分页) member_name?, filter_by="CompanyName", keyword?, review_type=0, score=0, start_date, end_date, current_page=1, page_size=20
bizratings_get_ticket 按工单号查单条调查结果 ticket_no (必填, int)
bizratings_create_ticket 推送已关闭工单触发满意度调查邮件(写操作,有副作用) ticket_id, ticket_title, company_rec_id, company_name, contact_rec_id, contact_name, contact_email, ticket_created_on, ticket_closed_on, ticket_updated_on (均必填,均为 ISO 8601), board_name?, resource?
bizratings_get_ticket_summary 工单调查汇总统计 member_name?, filter_by="CompanyName", keyword?, review_type=0, start_date, end_date

Surveys(项目 / 多站点 / 专项问卷)

Tool 功能 参数
bizratings_get_project_responses 项目类调查结果 filter_by="CompanyName", keyword?, review_type=0, start_date, end_date, current_page=1, page_size=20
bizratings_get_multisite_responses 跨站点合并工单调查结果 member_name?, filter_by="CompanyName", keyword?, review_type=0, score=0, start_date, end_date, current_page=1, page_size=20
bizratings_get_multisite_employee_rating 跨站点员工评分 start_date, end_date, current_page=1, page_size=20
bizratings_get_five_question_survey_detail 5问卷详情 start_date, end_date, current_page=1, page_size=20
bizratings_get_employee_survey_detail 员工调查详情 start_date, end_date, current_page=1, page_size=20

Stats

Tool 功能 参数
bizratings_get_response_summary 按 view_type 统计 CSAT/NPS 响应数 start_date, end_date, view_type="Monthly", source="CSAT"
bizratings_get_client_responses 按客户维度统计 filter_by="CompanyName", keyword?, start_date, end_date, current_page=1, page_size=20
bizratings_get_employee_responses 按员工维度统计 company_name?, start_date, end_date, current_page=1, page_size=20
bizratings_get_quarterly_responses 季度盈利明细统计 无参数
bizratings_get_quarterly_summary 季度盈利汇总统计 无参数

测试示例 (Test Example)

Call bizratings_get_ticket_responses for the last quarter's high scores only:

{
  "method": "tools/call",
  "params": {
    "name": "bizratings_get_ticket_responses",
    "arguments": {
      "start_date": "01-Jan-2026",
      "end_date": "31-Mar-2026",
      "current_page": 1,
      "page_size": 10
    }
  }
}

Equivalent curl against the running server (streamable HTTP MCP endpoint):

curl -X POST http://localhost:8080/mcp \
  -H "Content-Type: application/json" \
  -H "X-Bizratings-Token: <access_token>" \
  -d '{
    "jsonrpc": "2.0",
    "id": 1,
    "method": "tools/call",
    "params": {
      "name": "bizratings_get_ticket_responses",
      "arguments": { "start_date": "01-Jan-2026", "end_date": "31-Mar-2026", "page_size": 10 }
    }
  }'

Expected shape of a successful result (fields abbreviated):

{
  "content": [
    {
      "type": "text",
      "text": "{\n  \"tickets\": [ { \"ticketID\": 12345, \"companyName\": \"Acme Corp\", \"score\": 9, ... } ],\n  \"totalCount\": 42\n}"
    }
  ]
}

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