Create a quote

Create a quote for services at a location, as a draft.

MCP tool servicetrade_write → create_quote

write Confirm

Returns the new quote with its number and status. A draft quote is not sent to the customer; use submit_quote for that. Prices come from the contract and line items in ServiceTrade. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: create_quote
NameTypeDescription
location_id integer required integer Location where the work is done, from list_locations.
name string required string Quote name.
description string required string Description of the work to be quoted.
job_type string required string A ServiceTrade job type for the job the quote creates, such as repair, inspection_repair or replacement.
service_request_ids array required array Services the quote covers, from list_service_requests. They must belong to the location.
status string string One of draft, new.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "servicetrade_write",
    "arguments": {
      "operation": "create_quote",
      "arguments": {
        "location_id": 5120,
        "name": "Repair: fire pump controller, Harbor Point Mall",
        "description": "Replace the failed pressure switch and retest the fire pump controller.",
        "job_type": "repair",
        "service_request_ids": [
          77302
        ],
        "status": "draft"
      }
    }
  }
}

Example response

JSON

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "quote_id": 20418,
    "ref_number": "20418",
    "name": "Repair: fire pump controller, Harbor Point Mall",
    "status": "draft",
    "location": {
      "id": 5120,
      "name": "Harbor Point Mall"
    },
    "service_request_ids": [
      77302
    ]
  },
  "isError": false
}

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