---
title: "Publish quote"
description: "Publish a quote to the customer portal."
language: en
canonical_url: "https://exac.mx/docs/en/mcp/tools/publish_quote"
md_url: "https://exac.mx/docs/en/mcp/tools/publish_quote.md"
---

# Publish quote

Publish a quote to the customer portal.

Tool: `publish_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.

| Detail | Value |
| --- | --- |
| Permissions | quotes:manage |
| Side effects | External side effect |
| Idempotency | Idempotent |

## Input schema

```json
{
  "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
{
  "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 tools

- [`save_quote`](/docs/en/mcp/tools/save_quote.md) — **Save quote**: Create a draft quote or update an existing quote. operation selects create or update; documentRef is required only for update.

- [`cancel_quote`](/docs/en/mcp/tools/cancel_quote.md) — **Cancel quote**: Cancel a draft or sent quote.

## Related workflow

[See the canonical workflows in the introduction](/docs/en.md)

## Equivalent REST operations

- [`POST /v1/quotes/{documentRef}/publish`](/docs/en/api/documents/quotes/publish-quote.md)

Complete documentation: https://exac.mx/docs/en.md
Agent documentation index: https://exac.mx/docs/en/llms.txt