Create an estimate
Create an estimate for a customer or lead.
MCP tool method_crm_write → create_estimate
write Confirm
Returns the estimate ID and total. Items must exist in your Items App; an unknown item fails and the error lists nearby names. With the hold on, nothing reaches QuickBooks, and for a lead the conversion happens only when you release it. It sends nothing to the customer. By default you confirm each call; you can switch that off for this tool.
Parameters
| Name | Type | Description |
|---|---|---|
| contact_id string required | string | Customer or lead ID. |
| date string required | string | YYYY-MM-DD. |
| expiration_date string | string | YYYY-MM-DD. |
| lines array required | array | Objects with item (a name from your Items), quantity and optional rate. |
| customer_message string | string | Shown to the customer. |
| wait_for_sync_approval boolean | boolean | Ticks "Wait for approval before syncing" so QuickBooks stays untouched until you untick it in Method. Default true. |
tools/call
{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "method_crm_write",
"arguments": {
"operation": "create_estimate",
"arguments": {
"contact_id": "contact_8c41d2",
"date": "date",
"lines": "lines"
}
}
}
}Example response
{
"content": [
{
"type": "text",
"text": "{ ... same JSON as structuredContent ... }"
}
],
"structuredContent": {
"estimate_id": "2230",
"customer": "Ortega Kitchens",
"total": 1850,
"status": "Pending",
"sync": "held"
},
"isError": false
}