Create a Quote Link (the customer approves online)
create_quote_linkCreate a Quote Link: a web page where the user's customer sees a quote for a job, picks one of up to 4 options and any add-ons, types their name, and approves, declines or asks for changes. Free; nobody needs an account. For a tradesperson or small service business who wants to send a customer a quote or estimate they can approve online.
Call it ONLY when the user asks you to publish the quote for them: the page is live the moment it is created. Otherwise give the user a ready-made link, which publishes nothing (price_check's draft_link, or https://www.workeey.com/quote-links/new#draft= followed by the quote JSON passed through encodeURIComponent): they open it, check the quote and press Create approval link themselves.
Before calling: use only prices the user gave you, or a starting price from price_check, shown with its sources, that they agreed to (never invent or guess one; ask), and confirm the details with the user, because the page is live as soon as it is created (it can be revised or cancelled later).
Rules for every text field: no links or web addresses, no email addresses (only business.email), and no payment details (Zelle, Venmo, Cash App, PayPal, bank, card or account numbers, crypto); the user sends payment details to the customer themselves. customer.name is a display name only, such as "Dana": never the customer's phone, email or address.
Returns customer_url, manage_url and manage_token. Give the customer_url to the user to send to their customer. Give the manage_url to the user only, and tell them to save it: it works like a password (it shows the customer's answer and can revise or cancel the quote), so it never goes to the customer. Keep manage_token for get_quote_status, revise_quote_link and cancel_quote_link. If the call returns errors, each one names the field, the problem and the fix: apply every fix and call again.
Workeey adds up the totals; tax is applied only as supplied (a rate, an amount or a note). Workeey does not verify businesses or quotes. Quote Links is not the estimates feature inside the Workeey app. Full guide: https://www.workeey.com/quote-links/for-ai/
Example tool call
This call uses example arguments supplied in the tool’s input schema.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"title": "Replace 50-gallon gas water heater",
"options": [
{
"name": "Standard",
"items": [
{
"unit_price": 1600,
"description": "50-gallon gas water heater, installed"
}
]
}
],
"business": {
"name": "Rivera Plumbing"
},
"customer": {
"name": "Dana"
}
},
"name": "create_quote_link"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| tax | No | Optional. Tax exactly as the user supplies it: Workeey never decides tax rules. Send ONE of rate_percent (applied to the chosen option plus the chosen add-ons), amount (a fixed tax amount) or note (for example "Tax not included"). Leave tax out if the user gave no tax information. | |
| notes | No | Optional. Anything else the customer should know: what is included, timing, access. No links, email addresses or payment details (Zelle, Venmo, Cash App, PayPal, bank or card numbers, crypto). | |
| terms | No | Optional. The business's terms, such as warranty or cancellation. No links, email addresses or payment details (Zelle, Venmo, Cash App, PayPal, bank or card numbers, crypto). | |
| title | Yes | The job, in a few words. | |
| addons | No | Optional. Extras the customer can tick on top of the option they pick (up to 10). | |
| source | No | Optional. Which AI app is making this quote. Recorded as an unverified claim and never shown to the customer. | |
| deposit | No | Optional. Deposit wording shown on the quote: percent OR amount, and an optional note. Text only: Workeey takes no payments. | |
| options | Yes | The choices the customer picks between: 1 to 4 options (for example Standard and Premium), each priced on its own. A quote with a single price has one option. Workeey adds up every option, so send no totals. | |
| business | Yes | The user's own business, the one sending the quote. The customer sees these details marked as provided by the creator, not verified by Workeey. | |
| currency | No | Optional. Three-letter ISO 4217 code of a currency with cents (2 decimals), like USD, CAD or EUR. Default USD. A currency without 2-decimal cents (JPY, KWD) isn't supported yet. | USD |
| customer | Yes | Who the quote is for: a display name only. Never the customer's phone, email or address; quote links get shared and stay in chat history. | |
| location | No | Optional. Where the job is: city and state only, never the customer's street address. | |
| exclusions | No | Optional. What the price does not include. | |
| valid_until | No | Optional. The date the quote is valid until, YYYY-MM-DD. Default 30 days from today; at most 365 days ahead. |