sales_insertQuote

WRITE

Create a new quote with all business logic - generates sequence, creates opportunity, resolves payment/shipping defaults from customer. LLM can create a quote with just customerId..

Parameters

customerIdstringrequired

quoteIdstringoptional

locationIdstringoptional

statusstringoptional

currencyCodestringoptional

expirationDatestringoptional

customerContactIdstringoptional

customerLocationIdstringoptional

customerEngineeringContactIdstringoptional

customerReferencestringoptional

salesPersonIdstringoptional

estimatorIdstringoptional

dueDatestringoptional

opportunityIdstringoptional

notesstringoptional

customFieldsanyoptional

Call it

Invoke it through the call_tool meta-tool with its arguments:

call_tool

call_tool({
  "name": "sales_insertQuote",
  "arguments": {
    "customerId": "string"
  }
})

Input schema

The raw JSON Schema the tool validates its arguments against.

schema

{
  "type": "object",
  "properties": {
    "customerId": {
      "type": "string"
    },
    "quoteId": {
      "type": "string"
    },
    "locationId": {
      "type": "string"
    },
    "status": {
      "type": "string"
    },
    "currencyCode": {
      "type": "string"
    },
    "expirationDate": {
      "type": "string"
    },
    "customerContactId": {
      "type": "string"
    },
    "customerLocationId": {
      "type": "string"
    },
    "customerEngineeringContactId": {
      "type": "string"
    },
    "customerReference": {
      "type": "string"
    },
    "salesPersonId": {
      "type": "string"
    },
    "estimatorId": {
      "type": "string"
    },
    "dueDate": {
      "type": "string"
    },
    "opportunityId": {
      "type": "string"
    },
    "notes": {
      "type": "string"
    },
    "customFields": {}
  },
  "required": [
    "customerId"
  ]
}