Create quote
Create a draft quote for a customer and site.
MCP tool simpro_write → create_quote
write Confirm
Creates a quote on an existing customer and site and returns its number. Pricing is not added; you finish it in Simpro. The customer and site must already exist. The quote shows in your Simpro quote list for your office. By default you confirm each call; you can switch that off for this tool.
Parameters
| Name | Type | Description |
|---|---|---|
| customer_id integer required | integer | Customer ID from search_customers. |
| site_id integer required | integer | Site ID from get_customer. |
| description string required | string | What the quote is for. |
| due_date string | string | ISO date the quote is due. |
| order_no string | string | The customer's order or request number. |
tools/call
{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "simpro_write",
"arguments": {
"operation": "create_quote",
"arguments": {
"customer_id": 3318,
"site_id": 5107,
"description": "Replace hot water unit",
"due_date": "2026-10-23"
}
}
}
}Example response
{
"content": [
{
"type": "text",
"text": "{ ... same JSON as structuredContent ... }"
}
],
"structuredContent": {
"quote_id": 10451,
"customer": "Harbour Dental",
"site": "12 Pier Rd",
"description": "Replace hot water unit",
"due_date": "2026-10-23",
"status": "New"
},
"isError": false
}