List estimates
List estimates, newest first.
MCP tool method_crm_read → list_estimates
read
Returns the number, date, customer, status and total of each estimate. The status comes from QuickBooks and changes when a customer accepts in the portal. Follow next_cursor until it is null.
Parameters
| Name | Type | Description |
|---|---|---|
| contact_id string | string | Only this customer or lead. |
| active_only boolean | boolean | Only estimates ticked "Estimate is active", like the Active filter. Default true. |
| cursor string | string | Next page cursor from the previous call. |
tools/call
{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "method_crm_read",
"arguments": {
"operation": "list_estimates",
"arguments": {}
}
}
} Example response
{
"content": [
{
"type": "text",
"text": "{ ... same JSON as structuredContent ... }"
}
],
"structuredContent": {
"estimates": [
{
"estimate_id": "2217",
"number": "2217",
"date": "2026-10-01",
"customer": "Ortega Kitchens",
"status": "Accepted",
"total": 9600
}
],
"next_cursor": null
},
"isError": false
}