send_quote
Mark a quote as Sent and return its public shareable link.
What send_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 send_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
send_quote accepts 1 parameter — 1 required, 0 optional. The AI fills these in from your natural-language prompt; you never write them by hand.
| Parameter | Type | Required | Description |
|---|---|---|---|
| quoteId | string | required | Quote ID to send |
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 send_quote call looks like:
{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "send_quote",
"arguments": {
"quoteId": "quo_a1b2c3d4"
}
}
}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 send_quote automatically.
“Send this quote to the customer.”
“Email the quote now.”
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.
create_quoteCreate a new quote/estimate with line items. If customer does not exist, will be auto-created. Default expiry is 30 days from quote date.
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).
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 — send_quote
What is send_quote?▾
send_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 send_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 send_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 send_quote take?▾
send_quote accepts 1 parameter — 1 required (quoteId). The AI populates these from your plain-English prompt — see the parameter table and request example above.
Does send_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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