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# Create an estimate

> Create an estimate for a customer or lead. Input schema, a tools/call example and an example result.

Source: https://cotlet.dev/docs/mcp/method-crm/create_estimate

Docs sections: [Get started](https://cotlet.dev/docs.md) · [REST API](https://cotlet.dev/docs/api.md) · [MCP](https://cotlet.dev/docs/mcp.md) · [SDKs & CLI](https://cotlet.dev/docs/sdks.md) · [Integrations](https://cotlet.dev/docs/integrations.md)

Create an estimate for a customer or lead.

Method CRM MCP tools: https://cotlet.dev/docs/mcp/method-crm.md

MCP tool: `method_crm_write → create_estimate`

Access: write. Confirm: waits for the user's OK before it runs.

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 | Required | Description |
|---|---|---|---|
| `contact_id` | string | yes | Customer or lead ID. |
| `date` | string | yes | YYYY-MM-DD. |
| `expiration_date` | string | no | YYYY-MM-DD. |
| `lines` | array | yes | Objects with item (a name from your Items), quantity and optional rate. |
| `customer_message` | string | no | Shown to the customer. |
| `wait_for_sync_approval` | boolean | no | Ticks "Wait for approval before syncing" so QuickBooks stays untouched until you untick it in Method. Default true. |

## tools/call

```json
{
  "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

```json
{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "estimate_id": "2230",
    "customer": "Ortega Kitchens",
    "total": 1850,
    "status": "Pending",
    "sync": "held"
  },
  "isError": false
}
```

Previous: [Convert a lead to a customer](https://cotlet.dev/docs/mcp/method-crm/convert_lead_to_customer.md)
Next: [Email an estimate](https://cotlet.dev/docs/mcp/method-crm/send_estimate.md)

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