List quotes
list_quotesQuotes with customer, total, quote date, expiry date and status. Lists quotes, newest quote date first, with customer, linked job, total (with tax), quote, expiry and accepted dates and status. By default the quotes awaiting acceptance; expired is the ones awaiting acceptance past their expiry date. since keeps quotes dated on or after that day, so use status accepted with since to find what was won in a period. Pass next_cursor back as cursor.
Tool call template
This tool declares no required parameters. Add optional parameters from the input schema as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {},
"name": "list_quotes"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | ||
| since | No | Only quotes dated on or after this day. | |
| cursor | No | next_cursor from the previous call. | |
| search | No | Matches number, reference or customer. | |
| status | No | awaiting_acceptance (default), draft, accepted, expired, cancelled, declined or all. | awaiting_acceptance |