Quotes and estimates: VAT line items, a validity date, an A4 PDF, accept makes an invoice.
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License key from checkout, MCPL1.<payload>.<signature>
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Turn Pro on for this connection with key, an MCPL1.<payload>.<signature> issued at checkout for this server or the bundle. Data under your token stays; a wrong or expired key changes nothing. license_status confirms it.
| Argument | Type | Description |
|---|---|---|
| key* | string | License key from checkout, MCPL1.<payload>.<signature> |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"key"
],
"properties": {
"key": {
"type": "string",
"description": "License key from checkout, MCPL1.<payload>.<signature>"
}
},
"additionalProperties": false
}Report this endpoint's licence state for your token as JSON: the product, the tier free or pro, why it is not Pro, and the checkout URL. Call it to explain a free-tier refusal. No arguments, nothing changes.
No arguments.
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {}
}Mark a quote accepted and turn it into an invoice: created directly in the invoice server when its store is present, otherwise returned as invoice_create-ready line items. The numbers are copied, never recomputed.
| Argument | Type | Description |
|---|---|---|
| id* | string | Quote id such as Q-2026-0001 |
| due_days | integer | Days until the invoice is due, defaults to your payment terms |
| issue_date | string | YYYY-MM-DD for the invoice, defaults to today |
| allow_expired | boolean | Accept a quote whose validity has run out. Default false: an expired quote is refused so the price is re-confirmed first |
| create_invoice | string | Default "auto": create the invoice when the invoice store exists, otherwise hand back the items. "never" only marks it accepted |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "Quote id such as Q-2026-0001"
},
"due_days": {
"type": "integer",
"maximum": 3650,
"minimum": 0,
"description": "Days until the invoice is due, defaults to your payment terms"
},
"issue_date": {
"type": "string",
"description": "YYYY-MM-DD for the invoice, defaults to today"
},
"allow_expired": {
"type": "boolean",
"description": "Accept a quote whose validity has run out. Default false: an expired quote is refused so the price is re-confirmed first"
},
"create_invoice": {
"enum": [
"auto",
"always",
"never"
],
"type": "string",
"description": "Default \"auto\": create the invoice when the invoice store exists, otherwise hand back the items. \"never\" only marks it accepted"
}
},
"additionalProperties": false
}Store a quote for client from items and return its Q number, VAT and totals. unit_price is in MAJOR units; currency, VAT and issuer come from the shared profile. A duplicate of an open quote is refused. Free: 5 open.
| Argument | Type | Description |
|---|---|---|
| items* | array | The line items being quoted |
| notes | string | Free text printed under the totals, e.g. scope or exclusions. 10000 characters or fewer |
| client* | string | Client name or id. A name the invoice server already knows brings its address, email and VAT id onto the quote |
| currency | string | Defaults to your business default currency |
| tax_rate | number | VAT percent for lines with no rate of their own. Defaults to the business default |
| issue_date | string | YYYY-MM-DD, defaults to today in your business profile's timezone |
| valid_until | string | YYYY-MM-DD, an explicit last valid day. Wins over validity_days |
| client_email | string | Only if the user gave it; otherwise the stored client's email is used |
Mark a quote lost, with a reason kept on the record, freeing a free-tier open slot and counting in the win rate. An accepted quote is refused, naming the invoice it became. Free on every tier.
| Argument | Type | Description |
|---|---|---|
| id* | string | Quote id such as Q-2026-0001 |
| date | string | YYYY-MM-DD, defaults to today |
| reason | string | Why it was lost, e.g. "price" or "went in-house". Kept on the record |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "Quote id such as Q-2026-0001"
},
"date": {
"type": "string",
"description": "YYYY-MM-DD, defaults to today"
},
"reason": {
"type": "string",
"maxLength": 10000,
"description": "Why it was lost, e.g. \"price\" or \"went in-house\". Kept on the record"
}
},
"additionalProperties": false
}Delete a draft quote that was never sent, accepted, invoiced or exported, and give its free open-quote slot back. A quote with any of those is refused with the dependent named. The id is never reissued.
| Argument | Type | Description |
|---|---|---|
| id* | string | Quote id such as Q-2026-0001 |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "Quote id such as Q-2026-0001"
}
},
"additionalProperties": false
}Return one quote in full by Q number or exact client name: lines with unit price and VAT, totals, dates, the state today with days left, notes, and the invoice it became once accepted. Reads only.
| Argument | Type | Description |
|---|---|---|
| id* | string | Quote id such as Q-2026-0001, or an exact client name |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "Quote id such as Q-2026-0001, or an exact client name"
}
},
"additionalProperties": false
}List quotes newest first: id, client, dates, state, days left while open, currency, total and the invoice number once accepted. State is read against today, so a lapsed quote shows as expired.
| Argument | Type | Description |
|---|---|---|
| to | string | YYYY-MM-DD, latest quote date |
| from | string | YYYY-MM-DD, earliest quote date |
| state | string | Default "all". "open" excludes quotes whose validity has run out; "expired" is only those |
| client | string | Only quotes for clients whose name contains this text |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"to": {
"type": "string",
"description": "YYYY-MM-DD, latest quote date"
},
"from": {
"type": "string",
"description": "YYYY-MM-DD, earliest quote date"
},
"state": {
"enum": [
"open",
"expired",
"accepted",
"declined",
"all"
],
"type": "string",
"description": "Default \"all\". \"open\" excludes quotes whose validity has run out; \"expired\" is only those"
},
"client": {
"type": "string",
"description": "Only quotes for clients whose name contains this text"
}
},
"additionalProperties": false
}Call this tool to render one quote as an A4 print-ready document and return a download link valid for one hour: the invoice layout with the validity date and an acceptance block. Pro.
| Argument | Type | Description |
|---|---|---|
| id* | string | Quote id such as Q-2026-0001 |
| out_path | string | Name for the downloaded file, e.g. acme-quote. Defaults to the quote id; the document comes back as a download link valid for one hour |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "Quote id such as Q-2026-0001"
},
"out_path": {
"type": "string",
"description": "Name for the downloaded file, e.g. acme-quote. Defaults to the quote id; the document comes back as a download link valid for one hour"
}
},
"additionalProperties": false
}Totals per currency for open, accepted, declined and expired quotes, with counts, the value still open and the win rate. Free covers the current calendar year to date; Pro reports over any date range.
| Argument | Type | Description |
|---|---|---|
| to | string | YYYY-MM-DD, latest quote date to count |
| from | string | YYYY-MM-DD, earliest quote date to count |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"to": {
"type": "string",
"description": "YYYY-MM-DD, latest quote date to count"
},
"from": {
"type": "string",
"description": "YYYY-MM-DD, earliest quote date to count"
}
},
"additionalProperties": false
}Turn a quote into a plain-text summary to paste into an email: the line table, VAT lines, total and validity date. Also a .txt download link valid one hour. Free; quote_pdf writes the A4 document.
| Argument | Type | Description |
|---|---|---|
| id* | string | Quote id such as Q-2026-0001 |
| greeting | string | Opening line, default "Hello" plus the client name |
| sign_off | string | Closing line, default your business name from the shared profile |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "Quote id such as Q-2026-0001"
},
"greeting": {
"type": "string",
"description": "Opening line, default \"Hello\" plus the client name"
},
"sign_off": {
"type": "string",
"description": "Closing line, default your business name from the shared profile"
}
},
"additionalProperties": false
}Revise a quote that is still open: line items, currency, discount, VAT default, validity or notes. Totals are recomputed. An accepted or declined quote is never edited.
| Argument | Type | Description |
|---|---|---|
| id* | string | Quote id such as Q-2026-0001 |
| items | array | Replaces every line item |
| notes | string | |
| currency | string | |
| tax_rate | number | VAT percent for lines with no rate of their own |
| valid_until | string | YYYY-MM-DD. Wins over validity_days, and is how an expired quote is extended |
| client_email | string | |
| client_vat_id | string | |
| validity_days | integer | Recomputes valid_until from the quote date |
| client_address | string | |
| discount_percent |
| client_vat_id |
| string |
| Client VAT / tax registration id |
| validity_days | integer | Days the quote stays valid, counted from the quote date and inclusive. Default 30 |
| client_address | string | Postal address for the QUOTE FOR block, newlines allowed |
| discount_percent | number | Discount applied to every line, in percent |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"client",
"items"
],
"properties": {
"items": {
"type": "array",
"items": {
"type": "object",
"required": [
"description",
"quantity",
"unit_price_minor"
],
"properties": {
"currency": {
"type": "string",
"pattern": "^[A-Za-z]{3}$",
"description": "Only to state the line's currency; every line on one quote must agree"
},
"quantity": {
"type": "number",
"maximum": 1000000000000,
"minimum": -1000000000000,
"description": "Hours or units, must be greater than zero",
"exclusiveMinimum": 0
},
"tax_rate": {
"type": "number",
"maximum": 1000,
"minimum": 0,
"description": "VAT percent for this line, overrides the business default"
},
"description": {
"type": "string",
"maxLength": 500,
"minLength": 1,
"description": "every line needs a description, 500 characters or fewer"
},
"unit_price_minor": {
"type": "integer",
"maximum": 1000000000000,
"minimum": 0,
"description": "Price per unit in MINOR units: 9000 = 90.00 EUR, 90 = JPY 90. Never a decimal"
}
},
"additionalProperties": false
},
"maxItems": 200,
"minItems": 1,
"description": "The line items being quoted"
},
"notes": {
"type": "string",
"maxLength": 10000,
"description": "Free text printed under the totals, e.g. scope or exclusions. 10000 characters or fewer"
},
"client": {
"type": "string",
"maxLength": 200,
"minLength": 1,
"description": "Client name or id. A name the invoice server already knows brings its address, email and VAT id onto the quote"
},
"currency": {
"type": "string",
"pattern": "^[A-Za-z]{3}$",
"description": "Defaults to your business default currency"
},
"tax_rate": {
"type": "number",
"maximum": 1000,
"minimum": 0,
"description": "VAT percent for lines with no rate of their own. Defaults to the business default"
},
"issue_date": {
"type": "string",
"description": "YYYY-MM-DD, defaults to today in your business profile's timezone"
},
"valid_until": {
"type": "string",
"description": "YYYY-MM-DD, an explicit last valid day. Wins over validity_days"
},
"client_email": {
"type": "string",
"maxLength": 320,
"description": "Only if the user gave it; otherwise the stored client's email is used"
},
"client_vat_id": {
"type": "string",
"maxLength": 64,
"description": "Client VAT / tax registration id"
},
"validity_days": {
"type": "integer",
"maximum": 3650,
"minimum": 1,
"description": "Days the quote stays valid, counted from the quote date and inclusive. Default 30"
},
"client_address": {
"type": "string",
"maxLength": 2000,
"description": "Postal address for the QUOTE FOR block, newlines allowed"
},
"discount_percent": {
"type": "number",
"maximum": 100,
"minimum": 0,
"description": "Discount applied to every line, in percent"
}
},
"additionalProperties": false
}| number |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "Quote id such as Q-2026-0001"
},
"items": {
"type": "array",
"items": {
"type": "object",
"required": [
"description",
"quantity",
"unit_price_minor"
],
"properties": {
"currency": {
"type": "string",
"pattern": "^[A-Za-z]{3}$",
"description": "Only to state the line's currency; every line on one quote must agree"
},
"quantity": {
"type": "number",
"maximum": 1000000000000,
"minimum": -1000000000000,
"description": "Hours or units, must be greater than zero",
"exclusiveMinimum": 0
},
"tax_rate": {
"type": "number",
"maximum": 1000,
"minimum": 0,
"description": "VAT percent for this line, overrides the business default"
},
"description": {
"type": "string",
"maxLength": 500,
"minLength": 1,
"description": "every line needs a description, 500 characters or fewer"
},
"unit_price_minor": {
"type": "integer",
"maximum": 1000000000000,
"minimum": 0,
"description": "Price per unit in MINOR units: 9000 = 90.00 EUR, 90 = JPY 90. Never a decimal"
}
},
"additionalProperties": false
},
"maxItems": 200,
"minItems": 1,
"description": "Replaces every line item"
},
"notes": {
"type": "string",
"maxLength": 10000
},
"currency": {
"type": "string",
"pattern": "^[A-Za-z]{3}$"
},
"tax_rate": {
"type": "number",
"maximum": 1000,
"minimum": 0,
"description": "VAT percent for lines with no rate of their own"
},
"valid_until": {
"type": "string",
"description": "YYYY-MM-DD. Wins over validity_days, and is how an expired quote is extended"
},
"client_email": {
"type": "string",
"maxLength": 320
},
"client_vat_id": {
"type": "string",
"maxLength": 64
},
"validity_days": {
"type": "integer",
"maximum": 3650,
"minimum": 1,
"description": "Recomputes valid_until from the quote date"
},
"client_address": {
"type": "string",
"maxLength": 2000
},
"discount_percent": {
"type": "number",
"maximum": 100,
"minimum": 0
}
},
"additionalProperties": false
}