Markate MCP server Let your AI agent run the Markate office.

ToolWhat it doesAccess

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

  Returns customers with ID, contact details, service address and open balance. Pass the customer_id to the other tools.

  MCP callmarkate_read → list_customers

  REST endpointGET https://cotlet.dev/api/v1/markate/customers

  Parameters

  Parameters: list_customers

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

  Example response

  {
    "customers": [
      {
        "customer_id": "C-21877",
        "name": "Karen Whitfield",
        "phone": "(480) 555-0142",
        "address": "7140 E Main St, Scottsdale, AZ",
        "balance": "0.00"
      }
    ],
    "page": 1
  }

• get_customer One customer with estimates, work orders and invoices. read

  Returns the customer record with notes, past and upcoming work orders, open estimates and unpaid invoices.

  MCP callmarkate_read → get_customer

  REST endpointGET https://cotlet.dev/api/v1/markate/customers/{customer_id}

  Parameters

  Parameters: get_customer

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

  Example input

  {
    "customer_id": "customer_8c41d2"
  }

  Example response

  {
    "customer_id": "C-21877",
    "name": "Karen Whitfield",
    "work_orders": [
      {
        "work_order_id": "WO-5512",
        "date": "2026-10-02",
        "status": "Completed"
      }
    ],
    "open_estimates": 1,
    "unpaid_invoices": 0
  }

• create_customer Adds a new customer. write

  Creates the customer with contact details and service address. Search list_customers first so a returning customer does not become a duplicate. Reaches no one, so it runs at once.

  MCP callmarkate_write → create_customer

  REST endpointPOST https://cotlet.dev/api/v1/markate/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	Service address.

  Example input

  {
    "name": "Jane Doe"
  }

  Example response

  {
    "customer_id": "C-21940",
    "name": "Marcus Delgado"
  }

ToolWhat it doesAccess

• create_estimate Drafts an estimate with line items for a customer. write

  Creates the estimate as a draft from your items and prices. Sending it to the customer is a separate step.

  MCP callmarkate_write → create_estimate

  REST endpointPOST https://cotlet.dev/api/v1/markate/customers/{customer_id}/estimates

  Parameters

  Parameters: create_estimate

  Name	Type	Description
  customer_id string required	string	Customer ID from list_customers.
  items array required	array	Lines: item name from your items list, quantity, price.
  note string	string	Note for the customer.

  Example input

  {
    "customer_id": "customer_8c41d2",
    "items": "items"
  }

  Example response

  {
    "estimate_id": "E-3307",
    "customer": "Marcus Delgado",
    "total": "420.00",
    "status": "Draft"
  }

• send_estimate Emails or texts an estimate to the customer. writeasks first

  Sends the estimate with Markate's approval link, by email or SMS as your settings allow. By default you confirm each call; you can switch that off for this tool.

  MCP callmarkate_write → send_estimate

  REST endpointPOST https://cotlet.dev/api/v1/markate/estimates/{estimate_id}

  Parameters

  Parameters: send_estimate

  Name	Type	Description
  estimate_id string required	string	Estimate ID from create_estimate.
  channel string	string	email or sms. Default: email.

  Example input

  {
    "estimate_id": "estimate_8c41d2"
  }

  Example response

  {
    "estimate_id": "E-3307",
    "status": "Sent",
    "sent_to": "marcus@example.com"
  }

ToolWhat it doesAccess

• list_work_orders Work orders for a date range, by employee or status. read

  Returns work orders with customer, address, assigned employee, time and status, in schedule order.

  MCP callmarkate_read → list_work_orders

  REST endpointGET https://cotlet.dev/api/v1/markate/work-orders

  Parameters

  Parameters: list_work_orders

  Name	Type	Description
  date_from string required	string	ISO date.
  date_to string	string	ISO date. Default: date_from.
  employee string	string	Employee name.
  status string	string	Scheduled, In progress, Completed.
  page integer	integer	Page number. Default: 1.

  Example input

  {
    "date_from": "date from"
  }

  Example response

  {
    "work_orders": [
      {
        "work_order_id": "WO-5530",
        "customer": "Tanya Brooks",
        "employee": "Luis",
        "start": "2026-11-10T09:00",
        "status": "Scheduled"
      }
    ],
    "page": 1
  }

• schedule_work_order Creates a work order on the schedule, once or recurring. writeasks first

  Puts the job on the calendar with an employee. Your Markate notification settings decide whether the customer hears about it. By default you confirm each call; you can switch that off for this tool.

  MCP callmarkate_write → schedule_work_order

  REST endpointPOST https://cotlet.dev/api/v1/markate/customers/{customer_id}/work-order/schedule

  Parameters

  Parameters: schedule_work_order

  Name	Type	Description
  customer_id string required	string	Customer ID from list_customers.
  title string required	string	What the job is.
  start string required	string	ISO date and time.
  employee string	string	Employee name.
  repeat string	string	Weekly, Monthly or empty for once.

  Example input

  {
    "customer_id": "C-21940",
    "title": "Window cleaning, 22 panes",
    "start": "2026-11-12T13:00",
    "employee": "Luis",
    "repeat": "Monthly"
  }

  Example response

  {
    "work_order_id": "WO-5541",
    "customer": "Marcus Delgado",
    "employee": "Luis",
    "start": "2026-11-12T13:00",
    "repeat": "Monthly",
    "status": "Scheduled"
  }

• reschedule_work_order Moves a work order to a new time or employee. writeasks first

  Moves the job on the schedule. Your notification settings decide whether the customer hears about it. By default you confirm each call; you can switch that off for this tool.

  MCP callmarkate_write → reschedule_work_order

  REST endpointPOST https://cotlet.dev/api/v1/markate/work-orders/{work_order_id}/reschedule

  Parameters

  Parameters: reschedule_work_order

  Name	Type	Description
  work_order_id string required	string	Work order ID from list_work_orders.
  start string required	string	New ISO date and time.
  employee string	string	New employee. Default: unchanged.

  Example input

  {
    "work_order_id": "work_order_8c41d2",
    "start": "start"
  }

  Example response

  {
    "work_order_id": "WO-5530",
    "start": "2026-11-11T09:00",
    "employee": "Luis",
    "status": "Scheduled"
  }

ToolWhat it doesAccess

• create_invoice Drafts an invoice from a work order or line items. write

  Creates the invoice as a draft for the customer. It reaches no one until it is sent, so it runs at once.

  MCP callmarkate_write → create_invoice

  REST endpointPOST https://cotlet.dev/api/v1/markate/customers/{customer_id}/invoices

  Parameters

  Parameters: create_invoice

  Name	Type	Description
  customer_id string required	string	Customer ID from list_customers.
  work_order_id string	string	Work order to bill.
  items array	array	Lines when not from a work order.

  Example input

  {
    "customer_id": "customer_8c41d2"
  }

  Example response

  {
    "invoice_id": "INV-8812",
    "customer": "Tanya Brooks",
    "total": "185.00",
    "status": "Draft"
  }

• send_invoice Emails or texts an invoice with its payment link. writeasks first

  Sends the invoice the way Markate does from its screen, with the online payment link if you take card payments. By default you confirm each call; you can switch that off for this tool.

  MCP callmarkate_write → send_invoice

  REST endpointPOST https://cotlet.dev/api/v1/markate/invoices/{invoice_id}

  Parameters

  Parameters: send_invoice

  Name	Type	Description
  invoice_id string required	string	Invoice ID.
  channel string	string	email or sms. Default: email.

  Example input

  {
    "invoice_id": "invoice_8c41d2"
  }

  Example response

  {
    "invoice_id": "INV-8812",
    "status": "Sent",
    "sent_to": "tanya@example.com"
  }

• list_unpaid_invoices Open and overdue invoices with customer and age. read

  Returns sent invoices not yet paid, oldest first, with amount due and days overdue.

  MCP callmarkate_read → list_unpaid_invoices

  REST endpointGET https://cotlet.dev/api/v1/markate/unpaid-invoices

  Parameters

  Parameters: list_unpaid_invoices

  Name	Type	Description
  min_days_overdue integer	integer	Only invoices overdue at least this many days.

  Example response

  {
    "invoices": [
      {
        "invoice_id": "INV-8744",
        "customer": "Karen Whitfield",
        "due": "240.00",
        "days_overdue": 18
      }
    ]
  }

• add_task Adds a task for you or an employee. write

  Creates a task with a due date, for example a follow-up call. Visible to your team only, so it runs at once.

  MCP callmarkate_write → add_task

  REST endpointPOST https://cotlet.dev/api/v1/markate/tasks

  Parameters

  Parameters: add_task

  Name	Type	Description
  title string required	string	Task text.
  due string	string	ISO date.
  assignee string	string	Employee name.

  Example input

  {
    "title": "title"
  }

  Example response

  {
    "task_id": "T-1290",
    "title": "Call Karen about the overdue invoice",
    "due": "2026-11-10",
    "assignee": "Office"
  }