Email an estimate
Email the customer a portal link to an estimate.
MCP tool method_crm_write → send_estimate
write Confirm
Does what Send > Email does: the customer gets a link to their portal, where they can accept or reject. It fails if the contact has no email. By default you confirm each call; you can switch that off for this tool.
Parameters
| Name | Type | Description |
|---|---|---|
| estimate_id string required | string | Estimate ID. |
| subject string | string | Email subject. Default from your template. |
| body string | string | Email text. Default from your template. |
tools/call
{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "method_crm_write",
"arguments": {
"operation": "send_estimate",
"arguments": {
"estimate_id": "estimate_8c41d2"
}
}
}
}Example response
{
"content": [
{
"type": "text",
"text": "{ ... same JSON as structuredContent ... }"
}
],
"structuredContent": {
"estimate_id": "2230",
"status": "sent",
"sent_to": "billing@ortega-kitchens.example"
},
"isError": false
}