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Quotes

email_quote

Email 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.

Action · Outbound email

What email_quote does

Sends or emails the quote to the customer using the organization's configured SMTP settings.

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 email_quote

Use after creating or updating a record when the AI needs to actually deliver it. Email logs are recorded against the org and visible in the dashboard. If SMTP isn't set up, the call fails fast with a clear error so the AI can prompt the user to configure it.

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

email_quote accepts 4 parameters1 required, 3 optional. The AI fills these in from your natural-language prompt; you never write them by hand.

ParameterTypeRequiredDescription
quoteIdstringrequiredQuote ID to email
emailstringoptionalOverride recipient email (default: customer email)
subjectstringoptionalOverride email subject line
messagestringoptionalOverride the intro message in the email body

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 email_quote call looks like:

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "email_quote",
    "arguments": {
      "quoteId": "quo_a1b2c3d4",
      "email": "client@example.com",
      "subject": "Thanks for your business",
      "message": "Thanks for your business"
    }
  }
}

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 email_quote automatically.

Send this quote to the customer.

Email the quote now.

Related tools

More from the Quotes category.

FAQ — email_quote

What is email_quote?

email_quote is one of 102 tools in InvoiceCave's MCP server. Sends or emails the quote to the customer using the organization's configured SMTP settings. 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 email_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 email_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 email_quote take?

email_quote accepts 4 parameters — 1 required (quoteId) and 3 optional. The AI populates these from your plain-English prompt — see the parameter table and request example above.

Does email_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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