此 MCP 可以做什么
Creates and manages VAT-inclusive quotes, produces quote documents, tracks quote outcomes, and converts accepted quotes to invoices.
功能
工具
12
工具
license_activate
Activate license
Turn Pro on for this connection with key, an MCPL1.<payload>.<signature> issued at checkout for this server or the bundle. Data under your token stays; a wrong or expired key changes nothing. license_status confirms it.
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['key'], 'properties': {'key': {'type': 'string', 'description': 'License key from checkout, MCPL1.<payload>.<signature>'}}, 'additionalProperties': False}
license_status
License status
Report this endpoint's licence state for your token as JSON: the product, the tier free or pro, why it is not Pro, and the checkout URL. Call it to explain a free-tier refusal. No arguments, nothing changes.
只读
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
quote_accept
Accept a quote
Mark a quote accepted and turn it into an invoice: created directly in the invoice server when its store is present, otherwise returned as invoice_create-ready line items. The numbers are copied, never recomputed.
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['id'], 'properties': {'id': {'type': 'string', 'description': 'Quote id such as Q-2026-0001'}, 'due_days': {'type': 'integer', 'maximum': 3650, 'minimum': 0, 'description': 'Days until the invoice is due, defaults to your payment terms'}, 'issue_date': {'type': 'string', 'description': 'YYYY-MM-DD for the invoice, defaults to today'}, 'allow_expired': {'type': 'boolean', 'description': 'Accept a quote whose validity has run out. Default false: an expired quote is refused so the price is re-confirmed first'}, 'create_invoice': {'enum': ['auto', 'always', 'never'], 'type': 'string', 'description': 'Default "auto": create the invoice when the invoice store exists, otherwise hand back the items. "never" only marks it accepted'}}, 'additionalProperties': False}
quote_create
Create a quote
Store a quote for client from items and return its Q number, VAT and totals. unit_price is in MAJOR units; currency, VAT and issuer come from the shared profile. A duplicate of an open quote is refused. Free: 5 open.
输入模式
{'type': 'object', '$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}
quote_decline
Decline a quote
Mark a quote lost, with a reason kept on the record, freeing a free-tier open slot and counting in the win rate. An accepted quote is refused, naming the invoice it became. Free on every tier.
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['id'], 'properties': {'id': {'type': 'string', 'description': 'Quote id such as Q-2026-0001'}, 'date': {'type': 'string', 'description': 'YYYY-MM-DD, defaults to today'}, 'reason': {'type': 'string', 'maxLength': 10000, 'description': 'Why it was lost, e.g. "price" or "went in-house". Kept on the record'}}, 'additionalProperties': False}
quote_delete
Delete a draft quote
Delete a draft quote that was never sent, accepted, invoiced or exported, and give its free open-quote slot back. A quote with any of those is refused with the dependent named. The id is never reissued.
可能执行破坏性操作
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['id'], 'properties': {'id': {'type': 'string', 'description': 'Quote id such as Q-2026-0001'}}, 'additionalProperties': False}
quote_get
Show one quote
Return one quote in full by Q number or exact client name: lines with unit price and VAT, totals, dates, the state today with days left, notes, and the invoice it became once accepted. Reads only.
只读
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['id'], 'properties': {'id': {'type': 'string', 'description': 'Quote id such as Q-2026-0001, or an exact client name'}}, 'additionalProperties': False}
quote_list
List quotes
List quotes newest first: id, client, dates, state, days left while open, currency, total and the invoice number once accepted. State is read against today, so a lapsed quote shows as expired.
只读
幂等
输入模式
{'type': 'object', '$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}
quote_pdf
Render the quote as a PDF
Call this tool to render one quote as an A4 print-ready document and return a download link valid for one hour: the invoice layout with the validity date and an acceptance block. Pro.
只读
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['id'], 'properties': {'id': {'type': 'string', 'description': 'Quote id such as Q-2026-0001'}, 'out_path': {'type': 'string', 'description': 'Name for the downloaded file, e.g. acme-quote. Defaults to the quote id; the document comes back as a download link valid for one hour'}}, 'additionalProperties': False}
quote_report
Quote pipeline and win rate
Totals per currency for open, accepted, declined and expired quotes, with counts, the value still open and the win rate. Free covers the current calendar year to date; Pro reports over any date range.
只读
幂等
输入模式
{'type': 'object', '$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}
quote_send_text
Plain-text quote to paste into email
Turn a quote into a plain-text summary to paste into an email: the line table, VAT lines, total and validity date. Also a .txt download link valid one hour. Free; quote_pdf writes the A4 document.
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['id'], 'properties': {'id': {'type': 'string', 'description': 'Quote id such as Q-2026-0001'}, 'greeting': {'type': 'string', 'description': 'Opening line, default "Hello" plus the client name'}, 'sign_off': {'type': 'string', 'description': 'Closing line, default your business name from the shared profile'}}, 'additionalProperties': False}
quote_update
Change an open quote
Revise a quote that is still open: line items, currency, discount, VAT default, validity or notes. Totals are recomputed. An accepted or declined quote is never edited.
输入模式
{'type': 'object', '$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}
历史
近期工具变更
已添加
license_activate
2026年9月24日 02:40
已添加
license_status
2026年9月24日 02:40
已添加
quote_report
2026年9月24日 02:40
已添加
quote_pdf
2026年9月24日 02:40
已添加
quote_delete
2026年9月24日 02:40
已添加
quote_decline
2026年9月24日 02:40
已添加
quote_accept
2026年9月24日 02:40
已添加
quote_send_text
2026年9月24日 02:40
已添加
quote_update
2026年9月24日 02:40
已添加
quote_get
2026年9月24日 02:40
已添加
quote_list
2026年9月24日 02:40
已添加
quote_create
2026年9月24日 02:40
发现
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