update_quote
Update an existing quote. Supports status transitions, dates, notes, financial fields. Recalculates totals when financial fields change.
What update_quote does
Updates an existing quote. Pass only the fields you want to change — every other field is preserved.
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 update_quote
Use this for partial edits — "change the due date to Net 30", "fix the customer's billing address", "update the line item description". The AI can read the current state with the matching get_* tool first if it needs to confirm what it's editing.
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
update_quote accepts 14 parameters — 1 required, 13 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 update |
| status | enum | optional | —DraftSentViewedAcceptedDeclinedExpiredConverted |
| expiryDate | string | optional | New expiry date YYYY-MM-DD |
| quoteDate | string | optional | New quote date YYYY-MM-DD |
| currency | string | optional | — |
| terms | string | optional | — |
| 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 update_quote call looks like:
{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "update_quote",
"arguments": {
"quoteId": "quo_a1b2c3d4",
"status": "Draft",
"expiryDate": "2026-06-01",
"quoteDate": "2026-06-01",
"currency": "USD"
}
}
}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 update_quote automatically.
“Update this quote — change the …”
“Fix the details on that quote.”
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.
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 — update_quote
What is update_quote?▾
update_quote is one of 102 tools in InvoiceCave's MCP server. Updates an existing quote. Pass only the fields you want to change — every other field is preserved. 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 update_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 update_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 update_quote take?▾
update_quote accepts 14 parameters — 1 required (quoteId) and 13 optional. The AI populates these from your plain-English prompt — see the parameter table and request example above.
Does update_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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