---
title: "Guardar cotización"
description: "Crea una cotización en borrador o actualiza una cotización existente."
language: es-MX
canonical_url: "https://exac.mx/docs/mcp/tools/save_quote"
md_url: "https://exac.mx/docs/mcp/tools/save_quote.md"
---

# Guardar cotización

Crea una cotización en borrador o actualiza una cotización existente.

Herramienta: `save_quote`

## Propósito

Crea una cotización en borrador o actualiza una cotización existente.

### Úsala cuando

Una cotización necesita crearse o editarse.

### No la uses cuando

Necesitas publicarla, cancelarla o registrar su pago.

| Detalle | Valor |
| --- | --- |
| Permisos | quotes:manage |
| Efectos secundarios | Modifica datos |
| Idempotencia | Idempotente |

## Esquema de entrada

```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."
    },
    "input": {
      "oneOf": [
        {
          "type": "object",
          "properties": {
            "operation": {
              "type": "string",
              "const": "create"
            },
            "customerId": {
              "$ref": "#/definitions/__schema0"
            },
            "customerName": {
              "$ref": "#/definitions/__schema1"
            },
            "customerEmail": {
              "$ref": "#/definitions/__schema2"
            },
            "locationId": {
              "$ref": "#/definitions/__schema3"
            },
            "validUntil": {
              "$ref": "#/definitions/__schema4"
            },
            "items": {
              "$ref": "#/definitions/__schema5"
            },
            "notes": {
              "$ref": "#/definitions/__schema8"
            },
            "settlementTerms": {
              "$ref": "#/definitions/__schema9"
            }
          },
          "required": [
            "operation",
            "validUntil",
            "items"
          ],
          "additionalProperties": false
        },
        {
          "type": "object",
          "properties": {
            "operation": {
              "type": "string",
              "const": "update"
            },
            "documentRef": {
              "type": "string",
              "pattern": "^quote:.+$"
            },
            "customerId": {
              "$ref": "#/definitions/__schema0"
            },
            "customerName": {
              "$ref": "#/definitions/__schema1"
            },
            "customerEmail": {
              "$ref": "#/definitions/__schema2"
            },
            "locationId": {
              "$ref": "#/definitions/__schema3"
            },
            "validUntil": {
              "$ref": "#/definitions/__schema4"
            },
            "items": {
              "$ref": "#/definitions/__schema5"
            },
            "notes": {
              "$ref": "#/definitions/__schema8"
            },
            "settlementTerms": {
              "$ref": "#/definitions/__schema9"
            }
          },
          "required": [
            "operation",
            "documentRef",
            "validUntil",
            "items"
          ],
          "additionalProperties": false
        }
      ]
    }
  },
  "required": [
    "idempotencyKey",
    "input"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#",
  "additionalProperties": false,
  "definitions": {
    "__schema0": {
      "type": "string",
      "minLength": 1
    },
    "__schema1": {
      "type": "string",
      "minLength": 1,
      "description": "Recipient name when no stored customer is selected."
    },
    "__schema2": {
      "type": "string",
      "format": "email",
      "pattern": "^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$"
    },
    "__schema3": {
      "type": "string",
      "minLength": 1
    },
    "__schema4": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$"
    },
    "__schema5": {
      "minItems": 1,
      "maxItems": 50,
      "type": "array",
      "items": {
        "$ref": "#/definitions/__schema6"
      }
    },
    "__schema6": {
      "oneOf": [
        {
          "type": "object",
          "properties": {
            "kind": {
              "type": "string",
              "const": "product"
            },
            "productId": {
              "type": "string",
              "minLength": 1
            },
            "quantity": {
              "type": "number",
              "exclusiveMinimum": 0
            },
            "discount": {
              "$ref": "#/definitions/__schema7"
            }
          },
          "required": [
            "kind",
            "productId",
            "quantity"
          ],
          "additionalProperties": false
        },
        {
          "type": "object",
          "properties": {
            "kind": {
              "type": "string",
              "const": "custom"
            },
            "description": {
              "type": "string",
              "minLength": 1
            },
            "quantity": {
              "type": "number",
              "exclusiveMinimum": 0
            },
            "unitPrice": {
              "type": "number",
              "exclusiveMinimum": 0
            },
            "discount": {
              "$ref": "#/definitions/__schema7"
            },
            "satProductCode": {
              "type": "string",
              "minLength": 1
            },
            "satUnitCode": {
              "type": "string",
              "minLength": 1
            },
            "unitName": {
              "type": "string",
              "minLength": 1
            },
            "taxIncluded": {
              "type": "boolean"
            },
            "taxability": {
              "type": "string",
              "enum": [
                "standard",
                "zero",
                "exempt"
              ]
            },
            "taxRate": {
              "type": "number",
              "minimum": 0,
              "maximum": 1
            }
          },
          "required": [
            "kind",
            "description",
            "quantity",
            "unitPrice",
            "satProductCode"
          ],
          "additionalProperties": false
        }
      ]
    },
    "__schema7": {
      "type": "number",
      "minimum": 0
    },
    "__schema8": {
      "type": "string"
    },
    "__schema9": {
      "type": "object",
      "properties": {
        "installmentCount": {
          "type": "integer",
          "minimum": 1,
          "maximum": 60
        },
        "firstDue": {
          "oneOf": [
            {
              "type": "object",
              "properties": {
                "kind": {
                  "type": "string",
                  "const": "transaction_date"
                }
              },
              "required": [
                "kind"
              ],
              "additionalProperties": false
            },
            {
              "type": "object",
              "properties": {
                "kind": {
                  "type": "string",
                  "const": "months_after_transaction"
                },
                "months": {
                  "type": "integer",
                  "minimum": 1,
                  "maximum": 60
                }
              },
              "required": [
                "kind",
                "months"
              ],
              "additionalProperties": false
            },
            {
              "type": "object",
              "properties": {
                "kind": {
                  "type": "string",
                  "const": "fixed_date"
                },
                "date": {
                  "type": "string"
                }
              },
              "required": [
                "kind",
                "date"
              ],
              "additionalProperties": false
            }
          ]
        },
        "recurrence": {
          "oneOf": [
            {
              "type": "object",
              "properties": {
                "kind": {
                  "type": "string",
                  "const": "anchor_day"
                }
              },
              "required": [
                "kind"
              ],
              "additionalProperties": false
            },
            {
              "type": "object",
              "properties": {
                "kind": {
                  "type": "string",
                  "const": "day_of_month"
                },
                "day": {
                  "type": "integer",
                  "minimum": 1,
                  "maximum": 31
                }
              },
              "required": [
                "kind",
                "day"
              ],
              "additionalProperties": false
            },
            {
              "type": "object",
              "properties": {
                "kind": {
                  "type": "string",
                  "const": "last_day"
                }
              },
              "required": [
                "kind"
              ],
              "additionalProperties": false
            }
          ]
        }
      },
      "required": [
        "installmentCount",
        "firstDue",
        "recurrence"
      ],
      "additionalProperties": false
    }
  }
}
```

## Esquema de salida

```json
{
  "type": "object",
  "properties": {
    "data": {
      "type": "object",
      "properties": {
        "documentRef": {
          "type": "string",
          "pattern": "^quote:.+$"
        },
        "status": {
          "type": "string",
          "enum": [
            "draft",
            "sent",
            "accepted",
            "converted",
            "expired",
            "canceled"
          ]
        }
      },
      "required": [
        "documentRef",
        "status"
      ],
      "additionalProperties": false
    },
    "error": {
      "$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"
      ]
    }
  ]
}
```

## Herramientas relacionadas

- [`publish_quote`](/docs/mcp/tools/publish_quote.md) — **Publicar cotización**: Publica una cotización en el portal del cliente.

- [`cancel_quote`](/docs/mcp/tools/cancel_quote.md) — **Cancelar cotización**: Cancela una cotización en borrador o enviada.

- [`get_document_file`](/docs/mcp/tools/get_document_file.md) — **Descargar archivo de documento**: Descarga un archivo como recurso binario. Usa preview_pdf para renderizar un borrador CFDI sin timbrar; la vista previa no tiene validez fiscal.

## Flujo relacionado

[Consulta los flujos canónicos en la introducción](/docs.md)

## Operaciones REST equivalentes

- [`POST /v1/quotes`](/docs/api/documents/quotes/create-quote.md)

- [`PUT /v1/quotes/{documentRef}`](/docs/api/documents/quotes/update-quote.md)

Documentación completa: https://exac.mx/docs.md
Índice para agentes: https://exac.mx/docs/llms.txt