Refine an existing quote
refine_quoteUse this when the user has shared additional context (organization type, compliance requirements, geography) after an initial request_quote. Tightens the quote band by re-running the engine with the merged context. Pass the quote_id from the original quote.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"quote_id": "<quote_id>"
},
"name": "refine_quote"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| quote_id | Yes | ||
| display_currency | No | Optional ISO 4217 currency for displayed prices. | |
| additional_context | No | ||
| additional_constraints | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| quote | No | ||
| status | No | ||
| message | No | ||
| quote_id | No | ||
| valid_until | No | ||
| tiered_offer | No | ||
| verification | No | ||
| genre_context | No | ||
| needs_new_quote | No | True when the referenced quote expired — the agent should call request_quote to open a fresh one instead of treating this as a hard failure. | |
| message_for_user | No | Plain-language summary the calling agent can render to its end user. Never includes sales-pressure language. | |
| next_step_options | No | ||
| narrowing_questions | No | ||
| needs_continuity_token | No |