Clear Estimates MCP server Let your AI agent write your Clear Estimates bids.

ToolWhat it doesAccess

• list_customers Customers, searchable by name, phone or address. read

  Returns customers with ID, contact details and their projects. Pass the customer_id to create_project.

  MCP callclear_estimates_read → list_customers

  REST endpointGET https://cotlet.dev/api/v1/clear-estimates/customers

  Parameters

  Parameters: list_customers

  Name	Type	Description
  query string	string	Name, phone or street.
  page integer	integer	Page number. Default: 1.

  Example response

  {
    "customers": [
      {
        "customer_id": "CU-2231",
        "name": "Dave & Karen Mitchell",
        "phone": "(612) 555-0142",
        "address": "4410 Xerxes Ave S, Minneapolis, MN",
        "projects": 2
      }
    ],
    "page": 1
  }

• create_customer Adds a new customer. write

  Creates the customer record. Search list_customers first so a returning customer does not become a duplicate. Reaches no one, so it runs at once.

  MCP callclear_estimates_write → create_customer

  REST endpointPOST https://cotlet.dev/api/v1/clear-estimates/customers

  Parameters

  Parameters: create_customer

  Name	Type	Description
  name string required	string	Customer name.
  phone string	string	Phone.
  email string	string	Email.
  address string	string	Job address.

  Example input

  {
    "name": "Jane Doe"
  }

  Example response

  {
    "customer_id": "CU-2290",
    "name": "Angela Torres"
  }

• list_projects Projects with status, total and sent proposals or invoices. read

  Returns projects with customer, estimate total, status and whether the proposal was sent, viewed or signed.

  MCP callclear_estimates_read → list_projects

  REST endpointGET https://cotlet.dev/api/v1/clear-estimates/projects

  Parameters

  Parameters: list_projects

  Name	Type	Description
  status string	string	Estimating, Proposal sent, Signed, Invoiced.
  query string	string	Customer or project name.
  page integer	integer	Page number. Default: 1.

  Example response

  {
    "projects": [
      {
        "project_id": "P-5120",
        "customer": "Dave & Karen Mitchell",
        "name": "Main bath remodel",
        "total": "18,450.00",
        "status": "Proposal sent",
        "signed": false
      }
    ],
    "page": 1
  }

• create_project Starts a project (estimate) for a customer. write

  Creates an empty project in your area's pricing, ready for templates and parts. Reaches no one, so it runs at once.

  MCP callclear_estimates_write → create_project

  REST endpointPOST https://cotlet.dev/api/v1/clear-estimates/customers/{customer_id}/projects

  Parameters

  Parameters: create_project

  Name	Type	Description
  customer_id string required	string	Customer ID from list_customers.
  name string required	string	Project name.

  Example input

  {
    "customer_id": "customer_8c41d2",
    "name": "Jane Doe"
  }

  Example response

  {
    "project_id": "P-5188",
    "customer": "Angela Torres",
    "name": "Kitchen refresh",
    "total": "0.00"
  }

ToolWhat it doesAccess

• add_template Adds one of your templates to a project. write

  Adds the template's parts with local costs and your markup, the way the estimate screen does. Reaches no one, so it runs at once.

  MCP callclear_estimates_write → add_template

  REST endpointPOST https://cotlet.dev/api/v1/clear-estimates/projects/{project_id}/templates

  Parameters

  Parameters: add_template

  Name	Type	Description
  project_id string required	string	Project ID from list_projects.
  template string required	string	Template name as in your list.
  quantity number	number	Size, for example square feet. Default: the template's.

  Example input

  {
    "project_id": "P-5188",
    "template": "Kitchen backsplash, tile",
    "quantity": 45
  }

  Example response

  {
    "project_id": "P-5188",
    "template": "Kitchen backsplash, tile",
    "lines_added": 9,
    "total": "3,960.00"
  }

• add_parts Adds parts from the parts database to a project. write

  Finds each part in the database and adds it with quantity, local cost and your markup. Reaches no one, so it runs at once.

  MCP callclear_estimates_write → add_parts

  REST endpointPOST https://cotlet.dev/api/v1/clear-estimates/projects/{project_id}/parts

  Parameters

  Parameters: add_parts

  Name	Type	Description
  project_id string required	string	Project ID from list_projects.
  parts array required	array	Lines: part name, quantity.

  Example input

  {
    "project_id": "project_8c41d2",
    "parts": "parts"
  }

  Example response

  {
    "project_id": "P-5188",
    "lines_added": 2,
    "total": "4,415.00"
  }

• get_estimate One project's estimate with lines, markup, taxes and total. read

  Returns the estimate as the customer report shows it, grouped by section.

  MCP callclear_estimates_read → get_estimate

  REST endpointGET https://cotlet.dev/api/v1/clear-estimates/projects/{project_id}/estimate

  Parameters

  Parameters: get_estimate

  Name	Type	Description
  project_id string required	string	Project ID from list_projects.

  Example input

  {
    "project_id": "project_8c41d2"
  }

  Example response

  {
    "project_id": "P-5188",
    "sections": [
      {
        "name": "Backsplash",
        "total": "3,960.00"
      },
      {
        "name": "Lighting",
        "total": "455.00"
      }
    ],
    "tax": "0.00",
    "total": "4,415.00"
  }

ToolWhat it doesAccess

• send_proposal Emails the proposal to the customer, with e-signature if you use it. writeasks first

  Sends the proposal report the way the Reports screen does. The customer gets the email right away. By default you confirm each call; you can switch that off for this tool.

  MCP callclear_estimates_write → send_proposal

  REST endpointPOST https://cotlet.dev/api/v1/clear-estimates/projects/{project_id}/proposals

  Parameters

  Parameters: send_proposal

  Name	Type	Description
  project_id string required	string	Project ID from list_projects.
  e_sign boolean	boolean	Ask for an e-signature. Default: your setting.
  message string	string	Email message.

  Example input

  {
    "project_id": "project_8c41d2"
  }

  Example response

  {
    "project_id": "P-5188",
    "status": "Proposal sent",
    "sent_to": "angela@example.com",
    "e_sign": true
  }

• create_invoice Creates an invoice from the payment schedule or an amount. writeasks first

  Creates the invoice for the next payment in the schedule, or a manual amount, ready to send. By default you confirm each call; you can switch that off for this tool.

  MCP callclear_estimates_write → create_invoice

  REST endpointPOST https://cotlet.dev/api/v1/clear-estimates/projects/{project_id}/invoices

  Parameters

  Parameters: create_invoice

  Name	Type	Description
  project_id string required	string	Project ID from list_projects.
  amount number	number	Manual amount. Default: next payment in the schedule.

  Example input

  {
    "project_id": "project_8c41d2"
  }

  Example response

  {
    "invoice_id": "IN-1407",
    "project": "Main bath remodel",
    "amount": "6,150.00",
    "status": "Created"
  }