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

Parameters: list_estimates
NameTypeDescription
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

JSON-RPC

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

Example response

JSON

{
  "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
}

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