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Creates and manages VAT-inclusive quotes, tracks quote status and win rates, renders quote documents, and converts accepted quotes into invoice data.
도구
입력 스키마
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['key'], 'properties': {'key': {'type': 'string', 'description': 'License key from checkout, MCPL1.<payload>.<signature>'}}, 'additionalProperties': False}
입력 스키마
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
입력 스키마
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['id'], 'properties': {'id': {'type': 'string', 'description': 'Quote id such as Q-2026-0001'}, 'due_days': {'type': 'integer', 'maximum': 3650, 'minimum': 0, 'description': 'Days until the invoice is due, defaults to your payment terms'}, 'issue_date': {'type': 'string', 'description': 'YYYY-MM-DD for the invoice, defaults to today'}, 'allow_expired': {'type': 'boolean', 'description': 'Accept a quote whose validity has run out. Default false: an expired quote is refused so the price is re-confirmed first'}, 'create_invoice': {'enum': ['auto', 'always', 'never'], 'type': 'string', 'description': 'Default "auto": create the invoice when the invoice store exists, otherwise hand back the items. "never" only marks it accepted'}}, 'additionalProperties': False}
입력 스키마
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['client', 'items'], 'properties': {'items': {'type': 'array', 'items': {'type': 'object', 'required': ['description', 'quantity', 'unit_price_minor'], 'properties': {'currency': {'type': 'string', 'pattern': '^[A-Za-z]{3}$', 'description': "Only to state the line's currency; every line on one quote must agree"}, 'quantity': {'type': 'number', 'maximum': 1000000000000, 'minimum': -1000000000000, 'description': 'Hours or units, must be greater than zero', 'exclusiveMinimum': 0}, 'tax_rate': {'type': 'number', 'maximum': 1000, 'minimum': 0, 'description': 'VAT percent for this line, overrides the business default'}, 'description': {'type': 'string', 'maxLength': 500, 'minLength': 1, 'description': 'every line needs a description, 500 characters or fewer'}, 'unit_price_minor': {'type': 'integer', 'maximum': 1000000000000, 'minimum': 0, 'description': 'Price per unit in MINOR units: 9000 = 90.00 EUR, 90 = JPY 90. Never a decimal'}}, 'additionalProperties': False}, 'maxItems': 200, 'minItems': 1, 'description': 'The line items being quoted'}, 'notes': {'type': 'string', 'maxLength': 10000, 'description': 'Free text printed under the totals, e.g. scope or exclusions. 10000 characters or fewer'}, 'client': {'type': 'string', 'maxLength': 200, 'minLength': 1, 'description': 'Client name or id. A name the invoice server already knows brings its address, email and VAT id onto the quote'}, 'currency': {'type': 'string', 'pattern': '^[A-Za-z]{3}$', 'description': 'Defaults to your business default currency'}, 'tax_rate': {'type': 'number', 'maximum': 1000, 'minimum': 0, 'description': 'VAT percent for lines with no rate of their own. Defaults to the business default'}, 'issue_date': {'type': 'string', 'description': "YYYY-MM-DD, defaults to today in your business profile's timezone"}, 'valid_until': {'type': 'string', 'description': 'YYYY-MM-DD, an explicit last valid day. Wins over validity_days'}, 'client_email': {'type': 'string', 'maxLength': 320, 'description': "Only if the user gave it; otherwise the stored client's email is used"}, 'client_vat_id': {'type': 'string', 'maxLength': 64, 'description': 'Client VAT / tax registration id'}, 'validity_days': {'type': 'integer', 'maximum': 3650, 'minimum': 1, 'description': 'Days the quote stays valid, counted from the quote date and inclusive. Default 30'}, 'client_address': {'type': 'string', 'maxLength': 2000, 'description': 'Postal address for the QUOTE FOR block, newlines allowed'}, 'discount_percent': {'type': 'number', 'maximum': 100, 'minimum': 0, 'description': 'Discount applied to every line, in percent'}}, 'additionalProperties': False}
입력 스키마
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['id'], 'properties': {'id': {'type': 'string', 'description': 'Quote id such as Q-2026-0001'}, 'date': {'type': 'string', 'description': 'YYYY-MM-DD, defaults to today'}, 'reason': {'type': 'string', 'maxLength': 10000, 'description': 'Why it was lost, e.g. "price" or "went in-house". Kept on the record'}}, 'additionalProperties': False}
입력 스키마
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['id'], 'properties': {'id': {'type': 'string', 'description': 'Quote id such as Q-2026-0001'}}, 'additionalProperties': False}
입력 스키마
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['id'], 'properties': {'id': {'type': 'string', 'description': 'Quote id such as Q-2026-0001, or an exact client name'}}, 'additionalProperties': False}
입력 스키마
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'to': {'type': 'string', 'description': 'YYYY-MM-DD, latest quote date'}, 'from': {'type': 'string', 'description': 'YYYY-MM-DD, earliest quote date'}, 'state': {'enum': ['open', 'expired', 'accepted', 'declined', 'all'], 'type': 'string', 'description': 'Default "all". "open" excludes quotes whose validity has run out; "expired" is only those'}, 'client': {'type': 'string', 'description': 'Only quotes for clients whose name contains this text'}}, 'additionalProperties': False}
입력 스키마
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['id'], 'properties': {'id': {'type': 'string', 'description': 'Quote id such as Q-2026-0001'}, 'out_path': {'type': 'string', 'description': 'Name for the downloaded file, e.g. acme-quote. Defaults to the quote id; the document comes back as a download link valid for one hour'}}, 'additionalProperties': False}
입력 스키마
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'to': {'type': 'string', 'description': 'YYYY-MM-DD, latest quote date to count'}, 'from': {'type': 'string', 'description': 'YYYY-MM-DD, earliest quote date to count'}}, 'additionalProperties': False}
입력 스키마
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['id'], 'properties': {'id': {'type': 'string', 'description': 'Quote id such as Q-2026-0001'}, 'greeting': {'type': 'string', 'description': 'Opening line, default "Hello" plus the client name'}, 'sign_off': {'type': 'string', 'description': 'Closing line, default your business name from the shared profile'}}, 'additionalProperties': False}
입력 스키마
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['id'], 'properties': {'id': {'type': 'string', 'description': 'Quote id such as Q-2026-0001'}, 'items': {'type': 'array', 'items': {'type': 'object', 'required': ['description', 'quantity', 'unit_price_minor'], 'properties': {'currency': {'type': 'string', 'pattern': '^[A-Za-z]{3}$', 'description': "Only to state the line's currency; every line on one quote must agree"}, 'quantity': {'type': 'number', 'maximum': 1000000000000, 'minimum': -1000000000000, 'description': 'Hours or units, must be greater than zero', 'exclusiveMinimum': 0}, 'tax_rate': {'type': 'number', 'maximum': 1000, 'minimum': 0, 'description': 'VAT percent for this line, overrides the business default'}, 'description': {'type': 'string', 'maxLength': 500, 'minLength': 1, 'description': 'every line needs a description, 500 characters or fewer'}, 'unit_price_minor': {'type': 'integer', 'maximum': 1000000000000, 'minimum': 0, 'description': 'Price per unit in MINOR units: 9000 = 90.00 EUR, 90 = JPY 90. Never a decimal'}}, 'additionalProperties': False}, 'maxItems': 200, 'minItems': 1, 'description': 'Replaces every line item'}, 'notes': {'type': 'string', 'maxLength': 10000}, 'currency': {'type': 'string', 'pattern': '^[A-Za-z]{3}$'}, 'tax_rate': {'type': 'number', 'maximum': 1000, 'minimum': 0, 'description': 'VAT percent for lines with no rate of their own'}, 'valid_until': {'type': 'string', 'description': 'YYYY-MM-DD. Wins over validity_days, and is how an expired quote is extended'}, 'client_email': {'type': 'string', 'maxLength': 320}, 'client_vat_id': {'type': 'string', 'maxLength': 64}, 'validity_days': {'type': 'integer', 'maximum': 3650, 'minimum': 1, 'description': 'Recomputes valid_until from the quote date'}, 'client_address': {'type': 'string', 'maxLength': 2000}, 'discount_percent': {'type': 'number', 'maximum': 100, 'minimum': 0}}, 'additionalProperties': False}
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