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MCP serverAvailable tools

Publish quote

Publish a quote to the customer portal.

MCP toolpublish_quote

Purpose

Publish a quote to the customer portal.

Use when
A completed draft should become visible to the customer.
Do not use when
The quote is not ready or should remain a draft.
Required permissions
quotes:manage
Side effects
External side effect
Idempotency
Idempotent

Input schema

JSON Schema
{  "type": "object",  "properties": {    "idempotencyKey": {      "type": "string",      "minLength": 1,      "maxLength": 200,      "description": "Unique retry key for this exact operation. Reuse it only when retrying the same request."    },    "documentRef": {      "type": "string",      "pattern": "^quote:.+$"    }  },  "required": [    "idempotencyKey",    "documentRef"  ],  "$schema": "http://json-schema.org/draft-07/schema#",  "additionalProperties": false}

Output schema

JSON Schema
{  "type": "object",  "properties": {    "data": {      "type": "object",      "properties": {        "documentRef": {          "type": "string",          "pattern": "^quote:.+$"        },        "status": {          "type": "string",          "enum": [            "draft",            "sent",            "accepted",            "converted",            "expired",            "canceled"          ]        },        "portalUrl": {          "type": "string",          "format": "uri"        }      },      "required": [        "documentRef",        "status",        "portalUrl"      ],      "additionalProperties": false    },    "error": {      "$schema": "http://json-schema.org/draft-07/schema#",      "type": "object",      "properties": {        "code": {          "type": "string",          "enum": [            "validation_error",            "unauthenticated",            "forbidden",            "not_found",            "method_not_allowed",            "conflict",            "idempotency_conflict",            "operation_in_progress",            "recovery_required",            "rate_limited",            "provider_unavailable",            "internal"          ]        },        "message": {          "type": "string"        },        "details": {          "type": "object",          "properties": {            "issues": {              "type": "array",              "items": {                "type": "object",                "properties": {                  "path": {                    "type": "array",                    "items": {                      "anyOf": [                        {                          "type": "string"                        },                        {                          "type": "number"                        }                      ]                    }                  },                  "message": {                    "type": "string"                  },                  "code": {                    "type": "string"                  }                },                "required": [                  "path",                  "message"                ],                "additionalProperties": false              }            },            "retryable": {              "type": "boolean"            },            "retryAfterSeconds": {              "type": "integer",              "exclusiveMinimum": 0,              "maximum": 9007199254740991            }          },          "additionalProperties": false        }      },      "required": [        "code",        "message"      ],      "additionalProperties": false    }  },  "$schema": "http://json-schema.org/draft-07/schema#",  "additionalProperties": false,  "oneOf": [    {      "required": [        "data"      ]    },    {      "required": [        "error"      ]    }  ]}

Related workflow

See the canonical workflows in the introduction

Related tools