sales_upsertQuote

WRITE

Upsert quote.

Parameters

customerIdstringrequired

locationIdstringrequired

idstringoptional

quoteIdstringoptional

namestringoptional

salesPersonIdstringoptional

estimatorIdstringoptional

customerLocationIdstringoptional

customerContactIdstringoptional

customerEngineeringContactIdstringoptional

customerReferencestringoptional

statusstringoptional

notesanyoptional

dueDatestringoptional

expirationDatestringoptional

currencyCodestringoptional

exchangeRatenumberoptional

exchangeRateUpdatedAtstringoptional

digitalQuoteAcceptedBystringoptional

digitalQuoteAcceptedByEmailstringoptional

Call it

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

call_tool

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

Input schema

The raw JSON Schema the tool validates its arguments against.

schema

{
  "type": "object",
  "properties": {
    "id": {
      "type": "string"
    },
    "quoteId": {
      "type": "string"
    },
    "name": {
      "type": "string"
    },
    "salesPersonId": {
      "type": "string"
    },
    "estimatorId": {
      "type": "string"
    },
    "customerId": {
      "type": "string"
    },
    "customerLocationId": {
      "type": "string"
    },
    "customerContactId": {
      "type": "string"
    },
    "customerEngineeringContactId": {
      "type": "string"
    },
    "customerReference": {
      "type": "string"
    },
    "locationId": {
      "type": "string"
    },
    "status": {
      "type": "string"
    },
    "notes": {},
    "dueDate": {
      "type": "string"
    },
    "expirationDate": {
      "type": "string"
    },
    "currencyCode": {
      "type": "string"
    },
    "exchangeRate": {
      "type": "number"
    },
    "exchangeRateUpdatedAt": {
      "type": "string"
    },
    "digitalQuoteAcceptedBy": {
      "type": "string"
    },
    "digitalQuoteAcceptedByEmail": {
      "type": "string"
    }
  },
  "required": [
    "customerId",
    "locationId"
  ]
}