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Approval Link — Quotes and Proofs

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com.kurodalab/quote-proof-approvalv0.1.2 Domain verified

Client quote/proof approvals. Start free (account required): https://kurodalab.com/en/approval-link/

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add_revision

Save a new unsent version after a customer requests changes. The prior sent version stays intact.

idstring, required

contentobject, required

deadlineAtstring, required

expectedRowVersioninteger, required

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Approval Link — Quotes and Proofs MCP server | mcptry

Tools (13)

add_revision

Save a new unsent version after a customer requests changes. The prior sent version stays intact.

Argument	Type	Description
id*	string
content*	object
deadlineAt*	string
expectedRowVersion*	integer

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "id",
    "expectedRowVersion",
    "deadlineAt",
    "content"
  ],
  "properties": {
    "id": {
      "type": "string",
      "format": "uuid",
      "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
    },
    "content": {
      "type": "object",
      "required": [
        "items",
        "quote",
        "disclosureText"
      ],
      "properties": {
        "items": {
          "type": "array",
          "items": {
            "type": "object",
            "required": [
              "label",
              "spec"
            ],
            "properties": {
              "spec": {
                "type": "object",
                "propertyNames": {
                  "type": "string",
                  "maxLength": 100,
                  "minLength": 1
                },
                "additionalProperties": {
                  "type": "string",
                  "maxLength": 2000
                }
              },
              "label": {
                "type": "string",
                "maxLength": 200,
                "minLength": 1
              }
            }
          },
          "maxItems": 50
        },
        "quote": {
          "anyOf": [
            {
              "type": "object",
              "required": [
                "currency",
                "depositPercent",
                "notes",
                "options"
              ],
              "properties": {
                "notes": {
                  "type": "string",
                  "maxLength": 6000
                },
                "options": {
                  "type": "array",
                  "items": {
                    "type": "object",
                    "required": [
                      "id",
                      "label",
                      "lines"
                    ],
                    "properties": {
                      "id": {
                        "type": "string",
                        "maxLength": 128,
                        "minLength": 1
                      },
                      "label": {
                        "type": "string",
                        "maxLength": 200,
                        "minLength": 1
                      },
                      "lines": {
                        "type": "array",
                        "items": {
                          "type": "object",
                          "required": [
                            "label",
                            "quantity",
                            "unitAmountMinor"
                          ],
                          "properties": {
                            "label": {
                              "type": "string",
                              "maxLength": 200,
                              "minLength": 1
                            },
                            "quantity": {
                              "type": "integer",
                              "maximum": 9007199254740991,
                              "exclusiveMinimum": 0
                            },
                            "unitAmountMinor": {
                              "type": "integer",
                              "maximum": 9007199254740991,
                              "minimum": 0
                            }
                          }
                        },
                        "maxItems": 100,
                        "minItems": 1
                      }
                    }
                  },
                  "maxItems": 3,
                  "minItems": 1
                },
                "currency": {
                  "type": "string",
                  "pattern": "^[A-Z]{3}$"
                },
                "depositPercent": {
                  "type": "integer",
                  "maximum": 100,
                  "minimum": 0
                }
              }
            },
            {
              "type": "null"
            }
          ]
        },
        "disclosureText": {
          "type": "string",
          "maxLength": 10000
        }
      }
    },
    "deadlineAt": {
      "type": "string",
      "format": "date-time",
      "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))T(?:(?:[01]\\d|2[0-3]):[0-5]\\d(?::[0-5]\\d(?:\\.\\d+)?)?(?:Z|([+-](?:[01]\\d|2[0-3]):[0-5]\\d)))$"
    },
    "expectedRowVersion": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 0
    }
  }
}

advance_stage

Email the customer a work-progress update after approval.

destructive

Argument	Type	Description
id*	string
note*	string
stage*	string
expectedStage*	string
expectedRowVersion*	integer

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "id",
    "expectedRowVersion",
    "expectedStage",
    "stage",
    "note"
  ],
  "properties": {
    "id": {
      "type": "string",
      "format": "uuid",
      "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
    },
    "note": {
      "type": "string",
      "maxLength": 6000,
      "minLength": 1
    },
    "stage": {
      "enum": [
        "READY",
        "COMPLETED"
      ],
      "type": "string"
    },
    "expectedStage": {
      "enum": [
        "IN_PROGRESS",
        "READY"
      ],
      "type": "string"
    },
    "expectedRowVersion": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 0
    }
  }
}

ask_person

Email a named person a decision link and record their response. Provide one person or personId.

destructive

Argument	Type	Description
kind*	string
title*	string
person	object
prompt*	string
choices	array
personId	string
expiresAt*	string
idempotencyKey*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "idempotencyKey",
    "title",
    "prompt",
    "kind",
    "expiresAt"
  ],
  "properties": {
    "kind": {
      "enum": [
        "YES_NO",
        "CHOICE",
        "TEXT"
      ],
      "type": "string"
    },
    "title": {
      "type": "string",
      "maxLength": 120,
      "minLength": 1
    },
    "person": {
      "type": "object",
      "required": [
        "name",
        "email"
      ],
      "properties": {
        "name": {
          "type": "string",
          "maxLength": 100,
          "minLength": 1
        },
        "email": {
          "type": "string",
          "format": "email",
          "pattern": "^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$",
          "maxLength": 254
        }
      }
    },
    "prompt": {
      "type": "string",
      "maxLength": 2000,
      "minLength": 1
    },
    "choices": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "maxItems": 8,
      "minItems": 2
    },
    "personId": {
      "type": "string",
      "format": "uuid",
      "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
    },
    "expiresAt": {
      "type": "string",
      "format": "date-time",
      "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))T(?:(?:[01]\\d|2[0-3]):[0-5]\\d(?::[0-5]\\d(?:\\.\\d+)?)?(?:Z|([+-](?:[01]\\d|2[0-3]):[0-5]\\d)))$"
    },
    "idempotencyKey": {
      "type": "string",
      "maxLength": 128,
      "minLength": 8
    }
  }
}

cancel_approval

Cancel a direct approval request and record why it was cancelled.

destructive

Argument	Type	Description
id*	string
reason*	string
expectedRowVersion*	integer

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "id",
    "expectedRowVersion",
    "reason"
  ],
  "properties": {
    "id": {
      "type": "string",
      "format": "uuid",
      "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
    },
    "reason": {
      "type": "string",
      "maxLength": 6000,
      "minLength": 1
    },
    "expectedRowVersion": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 0
    }
  }
}

create_approval_request

Save a customer quote or proof as a draft. This does not send an email.

Argument	Type	Description
type*	string
title*	string
content*	object
message	string
recipient*	object
deadlineAt*	string
creationKey*	string
expiryPolicy	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "creationKey",
    "type",
    "recipient",
    "title",
    "deadlineAt",
    "content"
  ],
  "properties": {
    "type": {
      "enum": [
        "PROOF",
        "QUOTE",
        "PROOF_AND_QUOTE"
      ],
      "type": "string"
    },
    "title": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1
    },
    "content": {
      "type": "object",
      "required": [
        "items",
        "quote",
        "disclosureText"
      ],
      "properties": {
        "items": {
          "type": "array",
          "items": {
            "type": "object",
            "required": [
              "label",
              "spec"
            ],
            "properties": {
              "spec": {
                "type": "object",
                "propertyNames": {
                  "type": "string",
                  "maxLength": 100,
                  "minLength": 1
                },
                "additionalProperties": {
                  "type": "string",
                  "maxLength": 2000
                }
              },
              "label": {
                "type": "string",
                "maxLength": 200,
                "minLength": 1
              }
            }
          },
          "maxItems": 50
        },
        "quote": {
          "anyOf": [
            {
              "type": "object",
              "required": [
                "currency",
                "depositPercent",
                "notes",
                "options"
              ],
              "properties": {
                "notes": {
                  "type": "string",
                  "maxLength": 6000
                },
                "options": {
                  "type": "array",
                  "items": {
                    "type": "object",
                    "required": [
                      "id",
                      "label",
                      "lines"
                    ],
                    "properties": {
                      "id": {
                        "type": "string",
                        "maxLength": 128,
                        "minLength": 1
                      },
                      "label": {
                        "type": "string",
                        "maxLength": 200,
                        "minLength": 1
                      },
                      "lines": {
                        "type": "array",
                        "items": {
                          "type": "object",
                          "required": [
                            "label",
                            "quantity",
                            "unitAmountMinor"
                          ],
                          "properties": {
                            "label": {
                              "type": "string",
                              "maxLength": 200,
                              "minLength": 1
                            },
                            "quantity": {
                              "type": "integer",
                              "maximum": 9007199254740991,
                              "exclusiveMinimum": 0
                            },
                            "unitAmountMinor": {
                              "type": "integer",
                              "maximum": 9007199254740991,
                              "minimum": 0
                            }
                          }
                        },
                        "maxItems": 100,
                        "minItems": 1
                      }
                    }
                  },
                  "maxItems": 3,
                  "minItems": 1
                },
                "currency": {
                  "type": "string",
                  "pattern": "^[A-Z]{3}$"
                },
                "depositPercent": {
                  "type": "integer",
                  "maximum": 100,
                  "minimum": 0
                }
              }
            },
            {
              "type": "null"
            }
          ]
        },
        "disclosureText": {
          "type": "string",
          "maxLength": 10000
        }
      }
    },
    "message": {
      "type": "string",
      "maxLength": 6000
    },
    "recipient": {
      "type": "object",
      "required": [
        "name",
        "email"
      ],
      "properties": {
        "name": {
          "type": "string",
          "maxLength": 200,
          "minLength": 1
        },
        "email": {
          "type": "string",
          "format": "email",
          "pattern": "^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$",
          "maxLength": 254
        }
      }
    },
    "deadlineAt": {
      "type": "string",
      "format": "date-time",
      "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))T(?:(?:[01]\\d|2[0-3]):[0-5]\\d(?::[0-5]\\d(?:\\.\\d+)?)?(?:Z|([+-](?:[01]\\d|2[0-3]):[0-5]\\d)))$"
    },
    "creationKey": {
      "type": "string",
      "format": "uuid",
      "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
    },
    "expiryPolicy": {
      "enum": [
        "HOLD",
        "EXPIRE"
      ],
      "type": "string"
    }
  }
}

export_receipt

Return the PDF record for a completed customer approval as an embedded document.

Argument	Type	Description
id*	string
decisionId	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "format": "uuid",
      "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
    },
    "decisionId": {
      "type": "string",
      "format": "uuid",
      "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
    }
  }
}

get_approval

Read one approval request, its current version, decisions, and delivery states.

read-only

Argument	Type	Description
id*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "format": "uuid",
      "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
    }
  }
}

get_decision

Read the latest answer or deadline status for one internal decision.

read-only

Argument	Type	Description
id*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "format": "uuid",
      "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
    }
  }
}

list_approvals

Page through this workspace’s approval requests and their recorded statuses.

read-only

Argument	Type	Description
limit	integer
status	string
beforeAt	string
beforeId	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 50,
      "minimum": 1
    },
    "status": {
      "enum": [
        "DRAFT",
        "SENT",
        "APPROVED",
        "CHANGES_REQUESTED",
        "DECLINED",
        "EXPIRED",
        "CANCELLED"
      ],
      "type": "string"
    },
    "beforeAt": {
      "type": "string",
      "format": "date-time",
      "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))T(?:(?:[01]\\d|2[0-3]):[0-5]\\d(?::[0-5]\\d(?:\\.\\d+)?)?(?:Z|([+-](?:[01]\\d|2[0-3]):[0-5]\\d)))$"
    },
    "beforeId": {
      "type": "string",
      "format": "uuid",
      "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
    }
  }
}

list_internal_decisions

Page through this workspace’s internal ask_person decisions. Filter by current status; notification state is separate from the answer.

read-only

Argument	Type	Description
limit	integer
status	string
beforeAt	string
beforeId	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 50,
      "minimum": 1
    },
    "status": {
      "enum": [
        "PENDING",
        "ANSWERED",
        "EXPIRED"
      ],
      "type": "string"
    },
    "beforeAt": {
      "type": "string",
      "format": "date-time",
      "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))T(?:(?:[01]\\d|2[0-3]):[0-5]\\d(?::[0-5]\\d(?:\\.\\d+)?)?(?:Z|([+-](?:[01]\\d|2[0-3]):[0-5]\\d)))$"
    },
    "beforeId": {
      "type": "string",
      "format": "uuid",
      "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
    }
  }
}

list_people

List people who can answer a decision in this workspace.

read-only

Argument	Type	Description
limit	integer
afterId	string
afterName	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 50,
      "minimum": 1
    },
    "afterId": {
      "type": "string",
      "format": "uuid",
      "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
    },
    "afterName": {
      "type": "string",
      "maxLength": 100,
      "minLength": 1
    }
  }
}

send_approval_request

Email a confirmed draft to its customer. Recheck the current recipient and version before sending.

destructive

Argument	Type	Description
id*	string
recipientEmail*	string
expectedRowVersion*	integer

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "id",
    "expectedRowVersion",
    "recipientEmail"
  ],
  "properties": {
    "id": {
      "type": "string",
      "format": "uuid",
      "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
    },
    "recipientEmail": {
      "type": "string",
      "format": "email",
      "pattern": "^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$",
      "maxLength": 254
    },
    "expectedRowVersion": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 0
    }
  }
}

wait_for_decision

Wait up to 20 seconds for an internal answer or customer approval response. A pending timeout is not approval.

read-only

Argument	Type	Description
id*	string
waitMs	integer

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "format": "uuid",
      "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
    },
    "waitMs": {
      "type": "integer",
      "default": 15000,
      "maximum": 20000,
      "minimum": 0
    }
  }
}