Get an estimate

Get one estimate with its lines, deposit and acceptance.

MCP tool method_crm_read → get_estimate

read

Returns the line items, taxes, discount, shipping, customer message, deposit required and received, and accepted_by and accepted_date when the status is Accepted. Memo (Internal) is included and never sent to the customer.

Parameters

Parameters: get_estimate
NameTypeDescription
estimate_id string required string Estimate ID from list_estimates.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "method_crm_read",
    "arguments": {
      "operation": "get_estimate",
      "arguments": {
        "estimate_id": "estimate_8c41d2"
      }
    }
  }
}

Example response

JSON

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "estimate_id": "2217",
    "customer": "Ortega Kitchens",
    "status": "Accepted",
    "accepted_by": "Ana Ortega",
    "accepted_date": "2026-10-05",
    "lines": [
      {
        "item": "Cabinet install",
        "quantity": 1,
        "rate": 9600,
        "amount": 9600
      }
    ],
    "total": 9600,
    "deposit_received": 2400
  },
  "isError": false
}

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