Fast Estimate Maker API and MCP server Let your AI agent quote, follow up and bill the job.

ToolWhat it doesAccess

• create_photo_to_estimates Draft estimate line items from job-site photos, a whiteboard or a handwritten scope. writeAsks first

  This is Quick Input. Fast Estimate Maker drafts line items priced from your Price Book where it can match the work, and flags low-confidence lines. The result is a draft estimate: nothing is sent. Fast Estimate Maker does not keep the photos, only the draft. By default you confirm each call; you can switch that off for this tool.

  MCP callfast_estimate_maker_write → create_photo_to_estimates

  REST endpointPOST https://cotlet.dev/api/v1/fast-estimate-maker/photo-to-estimates

  Parameters

  Parameters: create_photo_to_estimates

  Name	Type	Description
  customer string	string	Customer or lead name, as manage_crm_lead_management `list` returns it.
  images array required	array	Up to 5 images (PNG, JPEG, HEIC or PDF, 10 MB each), as links the Cloud Browser can download.
  note string	string	Typed scope that goes in with the photos as one input.
  trade_lens string	string	Sub-trade to read each photo in, for generalist and handyman work.

  Example input

  {
    "images": "images"
  }

  Example response

  {
    "customer": "Example Homeowner",
    "estimate": "1042",
    "status": "draft",
    "lines": [
      {
        "item": "Tear off and replace architectural shingles",
        "quantity": 24,
        "unit": "sq",
        "price": 9840
      },
      {
        "item": "Replace drip edge",
        "quantity": 180,
        "unit": "lf",
        "price": 540,
        "low_confidence": true
      }
    ],
    "total": 10380
  }

• track_estimate_views Read who opened which estimate and how often, or text an estimate link to the customer. writeAsks first

  `list` and `get` return first open, repeat views, last activity, device and view count; Fast Estimate Maker treats 3 or more views as a hot lead. `send_text` is Send via Text: the customer gets an SMS with their name, your business name and a branded estimate link, so it waits for your OK. By default you confirm each call; you can switch that off for this tool.

  MCP callfast_estimate_maker_write → track_estimate_views

  REST endpointPOST https://cotlet.dev/api/v1/fast-estimate-maker/estimate-views/track

  Parameters

  Parameters: track_estimate_views

  Name	Type	Description
  action string required	string	One of `list`, `get`, `send_text`. `list` and `get` only read.
  estimate string	string	Estimate number, for example 1042.
  hot_only boolean	boolean	For `list`: only estimates viewed 3 times or more.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "estimates": [
      {
        "estimate": "1042",
        "customer": "Example Homeowner",
        "total": 10380,
        "views": 4,
        "first_open": "2026-11-12T18:20",
        "last_activity": "2026-11-13T07:55",
        "device": "iPhone"
      },
      {
        "estimate": "1038",
        "customer": "Sample Family",
        "total": 2450,
        "views": 1
      }
    ]
  }

• manage_crm_lead_management List your pipeline by status, read a lead with its decline reason, or request a Google review. writeAsks first

  Every estimate and booking request becomes a lead. When a customer taps Not right now, the lead carries their reason (price, timing, another contractor or a question) and a next step. `request_review` texts your Google review link to a customer with a paid job, within their SMS consent and quiet hours. By default you confirm each call; you can switch that off for this tool.

  MCP callfast_estimate_maker_write → manage_crm_lead_management

  REST endpointPOST https://cotlet.dev/api/v1/fast-estimate-maker/crm-lead-management/manage

  Parameters

  Parameters: manage_crm_lead_management

  Name	Type	Description
  action string required	string	One of `list`, `get`, `request_review`. `list` and `get` only read.
  customer string	string	Customer or lead name, as manage_crm_lead_management `list` returns it.
  status string	string	For `list`: `draft`, `sent`, `viewed`, `accepted`, `on_hold`, `declined`, `won` or `lost`.
  since string	string	For `list`: ISO date, the start of the date range.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "leads": [
      {
        "customer": "Example Homeowner",
        "status": "viewed",
        "estimate": "1042",
        "total": 10380
      },
      {
        "customer": "Sample Family",
        "status": "declined",
        "reason": "price",
        "note": "Got a lower bid",
        "next_step": "Revise the price"
      }
    ]
  }

• manage_notes_and_tasks Add notes and tasks to a prospect or customer, read My Tasks, or send notes to AI Estimate. writeAsks first

  Internal notes stay private; only notes customers add when they accept appear on customer pages. `to_estimate` hands the record's field notes to AI Estimate, which returns a draft estimate for you to review. By default you confirm each call; you can switch that off for this tool.

  MCP callfast_estimate_maker_write → manage_notes_and_tasks

  REST endpointPOST https://cotlet.dev/api/v1/fast-estimate-maker/notes-and-tasks/manage

  Parameters

  Parameters: manage_notes_and_tasks

  Name	Type	Description
  action string required	string	One of `list_tasks`, `add_note`, `add_task`, `complete_task`, `to_estimate`. `list` and `get` only read.
  customer string	string	Customer or lead name, as manage_crm_lead_management `list` returns it.
  text string	string	Note or task text. Leave `customer` empty for a business note.
  due_date string	string	For `add_task`: ISO date. Tasks with a due date sync to your active Google or Zoho Calendar.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "customer": "Example Homeowner",
    "task": "Measure the back porch roof",
    "due_date": "2026-11-17",
    "saved": true
  }

• offer_online_booking Read or change your booking availability and appointment types, or get your booking link. writeAsks first

  Prospects book from the link or QR code; each booking lands on your active Google or Zoho Calendar and becomes a CRM lead. Busy time on that calendar blocks slots. Changing availability changes what prospects can book, so `update` waits for your OK. By default you confirm each call; you can switch that off for this tool.

  MCP callfast_estimate_maker_write → offer_online_booking

  REST endpointPOST https://cotlet.dev/api/v1/fast-estimate-maker/online-booking/offer

  Parameters

  Parameters: offer_online_booking

  Name	Type	Description
  action string required	string	One of `get`, `update`, `link`. `list` and `get` only read.
  settings object	object	For `update`: days, hours, time_zone, slot_length (15 minutes to 2 hours), buffer and appointment_types (`phone`, `video`, `on_site`, `in_person`).

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "link": "fastestimatemaker.com/book/example-roofing",
    "slot_length": "1 hour",
    "buffer": "30 minutes",
    "appointment_types": [
      "on_site",
      "phone"
    ],
    "days": [
      "Mon",
      "Tue",
      "Wed",
      "Thu",
      "Fri"
    ]
  }

ToolWhat it doesAccess

• track_hail_alerts Read NOAA storm reports on your territories, hail near past customers and hail history at an address. read

  Fast Estimate Maker checks NOAA hail, wind and tornado reports hourly against your territories and counts the doors inside still marked Not contacted. `history` returns every NOAA hail report within a mile of the address since 2006. Hail near past customers is a Canvass plan feature. Read only, it runs without asking.

  MCP callfast_estimate_maker_read → track_hail_alerts

  REST endpointGET https://cotlet.dev/api/v1/fast-estimate-maker/hail-alerts/track

  Parameters

  Parameters: track_hail_alerts

  Name	Type	Description
  view string required	string	`storms` (reports on your map), `near_customers` (hail of 1 inch or more within a mile of clients) or `history` (one address).
  days integer	integer	For `storms`: how many of the last 8 days to cover. Defaults to today.
  territory string	string	For `storms`: one territory. Leave empty for all.
  address string	string	For `history`: the property address.

  Example input

  {
    "view": "view"
  }

  Example response

  {
    "date": "2026-11-13",
    "territories": [
      {
        "territory": "Oak Hills East",
        "hail": 9,
        "wind": 4,
        "max_hail_in": 1.75,
        "doors_not_contacted": 212
      },
      {
        "territory": "Cedar Park",
        "hail": 2,
        "wind": 0,
        "max_hail_in": 1,
        "doors_not_contacted": 58
      }
    ]
  }

• manage_canvassing_routes Read doors and territories, log a knock, import an address list, or plan and optimize the day's route. writeAsks first

  Canvassing runs on the Canvass plan. Imported doors land as Not contacted. `plan_day` is Plan My Day plus Optimize order: revisits, follow-ups and nearby prospects re-sequenced by driving proximity, with the miles saved. By default you confirm each call; you can switch that off for this tool.

  MCP callfast_estimate_maker_write → manage_canvassing_routes

  REST endpointPOST https://cotlet.dev/api/v1/fast-estimate-maker/canvassing-routes/manage

  Parameters

  Parameters: manage_canvassing_routes

  Name	Type	Description
  action string required	string	One of `list`, `log_door`, `import_csv`, `plan_day`. `list` and `get` only read.
  territory string	string	Territory name, for `list` and `plan_day`.
  address string	string	For `log_door`: the door address, with unit for multi-unit buildings.
  outcome string	string	For `log_door`: `interested`, `not_home`, `left_flyer`, `come_back_later` or `do_not_knock`.
  csv_url string	string	For `import_csv`: a link to the address list. Headers are detected and duplicates skipped.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "territory": "Oak Hills East",
    "route": [
      "14 Elm St",
      "22 Elm St",
      "9 Birch Ct"
    ],
    "stops": 3,
    "miles_saved": 4.2
  }

• manage_sales_team_commissions Read rep performance and the commission ledger, invite a rep, or reassign a rep's customers. writeAsks first

  Team accounts run on the Canvass plan. `performance` returns estimates sent, signed jobs, close rate and collected revenue per rep; `ledger` returns each payment with its commission basis, locked rate and amount. An invited rep's seat ($19.99 a month on the pricing page) is charged when they accept, so `invite` waits for your OK. By default you confirm each call; you can switch that off for this tool.

  MCP callfast_estimate_maker_write → manage_sales_team_commissions

  REST endpointPOST https://cotlet.dev/api/v1/fast-estimate-maker/sales-team-commissions/manage

  Parameters

  Parameters: manage_sales_team_commissions

  Name	Type	Description
  action string required	string	One of `performance`, `ledger`, `invite`, `reassign`. `list` and `get` only read.
  rep string	string	Rep name or email.
  period string	string	For `performance` and `ledger`: `month`, `quarter` or an ISO date range.
  to_rep string	string	For `reassign`: the rep who takes over the customers.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "period": "2026-10",
    "reps": [
      {
        "rep": "Rep A",
        "estimates_sent": 31,
        "signed": 9,
        "close_rate": 0.29,
        "collected": 48200,
        "commission_owed": 2410
      },
      {
        "rep": "Rep B",
        "estimates_sent": 22,
        "signed": 5,
        "close_rate": 0.23,
        "collected": 21750,
        "commission_owed": 1088
      }
    ]
  }

ToolWhat it doesAccess

• create_change_orders Draft and send a change order on a signed or won job: add work, remove it or add a credit. writeAsks first

  Change orders are numbered with the estimate (1042-CO1, 1042-CO2). The customer signs on their phone, then the invoice picks up the new total; paid amounts stay paid. One change order can wait for a signature per job, and a job paid in full needs a new estimate instead. It reaches your customer, so it waits for your OK. By default you confirm each call; you can switch that off for this tool.

  MCP callfast_estimate_maker_write → create_change_orders

  REST endpointPOST https://cotlet.dev/api/v1/fast-estimate-maker/change-orders

  Parameters

  Parameters: create_change_orders

  Name	Type	Description
  estimate string	string	Estimate number, for example 1042.
  changes array required	array	Each change: `add` (description, quantity, price), `remove` or `lower` (an existing line), or `credit` (amount).
  reason string required	string	Why the job changed.
  working_days integer	integer	Working days the change adds.
  added_work_on string	string	`final` or `next` payment, when the invoice is already open.

  Example input

  {
    "estimate": "1042",
    "changes": [
      {
        "add": {
          "description": "Replace rotted decking",
          "quantity": 6,
          "price": 540
        }
      }
    ],
    "reason": "Rotted decking found at tear-off",
    "working_days": 1,
    "added_work_on": "final"
  }

  Example response

  {
    "change_order": "1042-CO1",
    "estimate": "1042",
    "added": [
      {
        "item": "Replace rotted decking",
        "quantity": 6,
        "unit": "sheets",
        "price": 540
      }
    ],
    "new_total": 10920,
    "status": "sent"
  }

• send_invoices_and_collect_payments List invoices by status, convert an accepted estimate into an invoice with a payment schedule, or text it. writeAsks first

  `convert` copies the customer, line items, quantities, prices, tax and total from the accepted estimate and saves the invoice. Customers pay from the text link through the Stripe, Square, PayPal or Venmo account you connected. Fast Estimate Maker sends its own reminders for upcoming, due and overdue invoices. By default you confirm each call; you can switch that off for this tool.

  MCP callfast_estimate_maker_write → send_invoices_and_collect_payments

  REST endpointPOST https://cotlet.dev/api/v1/fast-estimate-maker/invoices-and-collect-payments

  Parameters

  Parameters: send_invoices_and_collect_payments

  Name	Type	Description
  action string required	string	One of `list`, `get`, `convert`, `send_text`. `list` and `get` only read.
  estimate string	string	Estimate number, for example 1042.
  invoice string	string	Invoice number, for `get` and `send_text`.
  status string	string	For `list`: `sent`, `viewed`, `paid` or `overdue`.
  schedule array	array	For `convert`: payments, each `deposit`, `progress` or `final` with amount and ISO due date.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "invoice": "1042",
    "customer": "Example Homeowner",
    "total": 10920,
    "schedule": [
      {
        "type": "deposit",
        "amount": 3000,
        "due": "2026-11-14"
      },
      {
        "type": "final",
        "amount": 7920,
        "due": "2026-12-05"
      }
    ],
    "status": "draft"
  }

• manage_recurring_invoices Start a recurring invoice series from an invoice, or pause, change or end one. writeAsks first

  Each period Fast Estimate Maker generates the invoice and emails it with the PDF and pay link; it never charges a card on file. Edits apply to future invoices only. A series bills your customer every period, so starting or changing one waits for your OK. By default you confirm each call; you can switch that off for this tool.

  MCP callfast_estimate_maker_write → manage_recurring_invoices

  REST endpointPOST https://cotlet.dev/api/v1/fast-estimate-maker/recurring-invoices/manage

  Parameters

  Parameters: manage_recurring_invoices

  Name	Type	Description
  action string required	string	One of `list`, `start`, `pause`, `update`, `end`. `list` and `get` only read.
  invoice string	string	For `start`: the invoice the series copies.
  series string	string	Series name, for `pause`, `update` and `end`.
  cadence string	string	`weekly`, `every_2_weeks`, `monthly` or `quarterly`.
  stop string	string	An ISO end date or a number of invoices.
  auto_send boolean	boolean	Off lands each period's invoice as a draft instead of emailing it.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "series": "Lawn care, Sample Family",
    "cadence": "weekly",
    "amount": 65,
    "next_invoice": "2026-11-17",
    "auto_send": true
  }

• use_the_customer_portal Send a customer their private portal link by email or text, or copy it. writeAsks first

  This is Send portal link on the customer's record in My Clients. In the portal the customer sees open estimates, pays invoices, signs change orders, books again and requests more work; a request lands on their record, not as a new lead. Email and SMS reach the customer, so they wait for your OK. By default you confirm each call; you can switch that off for this tool.

  MCP callfast_estimate_maker_write → use_the_customer_portal

  REST endpointPOST https://cotlet.dev/api/v1/fast-estimate-maker/the-customer-portal/use

  Parameters

  Parameters: use_the_customer_portal

  Name	Type	Description
  customer string	string	Customer or lead name, as manage_crm_lead_management `list` returns it.
  via string required	string	`email`, `sms` or `copy`.

  Example input

  {
    "via": "via"
  }

  Example response

  {
    "customer": "Example Homeowner",
    "via": "sms",
    "sent": true
  }

• track_job_costing_and_receipt_ocr Add a job cost from a receipt or by hand, log your hours, or read the job's margin. writeAsks first

  Margin is the paid invoice subtotal before tax (or the accepted estimate before tax if unpaid) minus recorded costs, read only. A scanned receipt comes back as a cost draft with low-confidence fields flagged and card digits redacted; the agent shows it to you before it is saved. By default you confirm each call; you can switch that off for this tool.

  MCP callfast_estimate_maker_write → track_job_costing_and_receipt_ocr

  REST endpointPOST https://cotlet.dev/api/v1/fast-estimate-maker/job-costing-and-receipt-ocr/track

  Parameters

  Parameters: track_job_costing_and_receipt_ocr

  Name	Type	Description
  action string required	string	One of `margin`, `add_cost`, `log_hours`. `list` and `get` only read.
  estimate string	string	Estimate number, for example 1042.
  receipt_url string	string	For `add_cost`: a receipt or supplier invoice image or PDF.
  cost object	object	For `add_cost` by hand: merchant, date, category and total.
  hours number	number	For `log_hours`: hours worked, costed at your Default Labor Rate.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "estimate": "1042",
    "revenue": 10920,
    "costs": [
      {
        "category": "Materials",
        "total": 4185
      },
      {
        "category": "Subs",
        "total": 1800
      },
      {
        "category": "Labor",
        "total": 960
      }
    ],
    "margin": 3975
  }