create_quote
Create a new quote/estimate with line items. If customer does not exist, will be auto-created. Default expiry is 30 days from quote date.
What create_quote does
Creates a new quote in the organization. Required fields are validated server-side; optional fields default sensibly.
This tool is part of InvoiceCave's open MCP server — the most MCP-complete invoicing platform on the market with 102 tools covering invoices, customers, quotes, expenses, payments, recurring schedules, accounting, and reports. Every tool is callable from any MCP-compatible AI client without writing a single line of integration code.
How an AI uses create_quote
Use when the AI needs to record something new — typically as the final step of a "set this up for me" workflow. The call is idempotency-key aware: if the AI accidentally retries, it won't create a duplicate. The created record's ID is returned for follow-up actions like sending or invoicing.
You don't call this tool directly — you ask the AI in plain English and the MCP client decides which tool to invoke based on your request. The example prompts below were lifted from real Claude Desktop sessions, so you can use them verbatim or adapt them to your data.
Parameters
create_quote accepts 16 parameters. The AI fills these in from your natural-language prompt; you never write them by hand.
| Parameter | Type | Required | Description |
|---|---|---|---|
| customerName | string | optional | Customer name (will auto-create if not found) |
| customerId | string | optional | Existing customer ID (use instead of customerName) |
| lineItems | array | optional | Line item description (multi-line: first line bold) |
| quoteDate | string | optional | Quote date YYYY-MM-DD (default: today) |
| expiryDate | string | optional | Expiry date YYYY-MM-DD (default: today + 30 days) |
| currency | string | optional | Currency code |
| terms | string | optional | Payment terms text |
| status | enum | optional | Initial status (default: Draft)DraftSentViewedAcceptedDeclinedExpired |
| customerNotes | string | optional | — |
| termsAndConditions | string | optional | — |
| subject | string | optional | — |
| salesperson | string | optional | — |
| discountType | enum | optional | —fixedpercentage |
| discountValue | number | optional | — |
| shippingCharges | number | optional | — |
| adjustment | number | optional | — |
Request example
Under the hood, your AI client sends a JSON-RPC 2.0 tools/call request to InvoiceCave's MCP endpoint at https://www.invoicecave.com/api/mcp/mcp. Here's what a create_quote call looks like:
{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "create_quote",
"arguments": {
"customerName": "Acme Corp",
"customerId": "cus_a1b2c3d4",
"lineItems": [
{
"description": "Consulting — March",
"quantity": 10,
"rate": 150
}
],
"quoteDate": "2026-06-01",
"expiryDate": "2026-06-01"
}
}
}You won't write this yourself — it's shown so developers can see exactly what the MCP client generates. The arguments object maps 1:1 to the parameters above. Authentication is handled by the Authorization: Bearer header with your API key.
Example AI prompts
Type any of these into Claude Desktop, Claude Code, or Cursor — InvoiceCave's MCP server will route them to create_quote automatically.
“Make a quote for Initech: $4,500 web rebuild, expires in 30 days.”
Use it in 30 seconds
Related tools
More from the Quotes category.
list_quotesList quotes/estimates. Optionally filter by status or customer, or search by quote number/customer name.
get_quoteGet full details of a specific quote including line items.
update_quoteUpdate an existing quote. Supports status transitions, dates, notes, financial fields. Recalculates totals when financial fields change.
delete_quoteDelete a quote. Cannot delete a converted quote (it is linked to an invoice).
send_quoteMark a quote as Sent and return its public shareable link.
email_quoteEmail a quote to the customer (or override email). Sends a styled HTML email with the public quote link. Updates status to Sent if currently Draft.
get_quote_linkGet the shareable public link for a quote.
get_quote_pdf_linkGet the authenticated PDF download URL for a quote.
FAQ — create_quote
What is create_quote?▾
create_quote is one of 102 tools in InvoiceCave's MCP server. Creates a new quote in the organization. Required fields are validated server-side; optional fields default sensibly. It's invoked automatically when an AI client like Claude or Cursor decides the user's request maps to this action.
Which AI clients can call create_quote?▾
Any MCP-compatible client. We've tested it with Claude Desktop, Claude Code, Cursor, Windsurf, and Codex. The MCP protocol is open, so any AI tool that speaks MCP can call this endpoint with a valid InvoiceCave API key.
Is calling create_quote secure?▾
Yes. Every call is authenticated by the API key you mint in the dashboard, scoped to a single organization, rate-limited per key, and recorded in the audit log with source='mcp'. Sensitive fields (SMTP passwords, encryption keys) are never returned to the AI client.
What parameters does create_quote take?▾
create_quote accepts 16 parameters, all optional. The AI populates these from your plain-English prompt — see the parameter table and request example above.
Does create_quote count against any quota?▾
MCP tool calls are unmetered on the free plan up to a generous monthly limit. Once you connect Stripe and start charging your customers, every call still counts against the same per-key rate limit but doesn't add to your bill.
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