Create Quote with Generated Reference
brc_create_quote_gen_refCreates a quote using generated references and reconciled product, VAT and Sales-analysis lines. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted transaction. Placeholder tokens are invalid. A routeToken does not bypass preview or explicit-confirmation requirements. A call without confirmWrite: true returns confirmation_required and a payload preview. confirmWrite: true applies the previewed change after explicit confirmation. Passing preflight is not confirmation. Requires confirmCounterpartyExplicit: true; confirmation is scoped to the counterparty selected for the current preview.
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": {
"companyName": "<companyName>",
"companyId": "<companyId>",
"customerOwnerId": "<customerOwnerId>",
"acCode": "<acCode>",
"customerOwnerName": "<customerOwnerName>",
"comments": "<comments>",
"entryDate": "<entryDate>",
"procDate": "<procDate>",
"saleRepId": "<saleRepId>",
"saleRepCode": "<saleRepCode>",
"productId": "<productId>",
"productCode": "<productCode>",
"quantity": "<quantity>",
"unitPrice": "<unitPrice>",
"vatRateId": "<vatRateId>",
"vatPercentage": "<vatPercentage>",
"tranNote": "<tranNote>",
"analysisCategoryId": "<analysisCategoryId>",
"accountCode": "<accountCode>",
"routeToken": "<routeToken>"
},
"name": "brc_create_quote_gen_ref"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| acCode | Yes | ||
| comments | Yes | ||
| ddNumber | No | ||
| poNumber | No | ||
| procDate | Yes | ||
| quantity | Yes | ||
| tranNote | Yes | ||
| companyId | Yes | Required BRC company id for the quote payload. Use the connected company's id from existing records such as customers, products, or sales reps. Do not omit this field. | |
| entryDate | Yes | ||
| productId | Yes | ||
| reference | No | Optional manual quote reference, max 6 characters. Required when quote references are manual, or when the quote reference setting is unknown. Quote reference must be 6 characters or fewer because Big Red Cloud truncates longer references. | |
| saleRepId | Yes | Sales rep id from brc_list_sales_reps. | |
| unitPrice | Yes | ||
| vatRateId | Yes | ||
| vatTypeId | No | ||
| layoutType | No | ||
| routeToken | Yes | Opaque routeToken from brc_route_request for this action workflow. Required for transactional tools. Routing permission only — does not replace preview-before-posting or confirmWrite. | |
| accountCode | Yes | Sales Analysis account code for the quote product line, for example SA01. | |
| companyName | Yes | Company context name, for example YOUR-COMPANY-NAME. | |
| productCode | Yes | ||
| saleRepCode | Yes | Sales rep code from brc_list_sales_reps. | |
| confirmWrite | No | Must be true only after a plain-English preview before posting has been shown in the current conversation and the user explicitly confirmed posting (for example yes, create it / post it now / confirm). Never set true on the first call or because the user initially asked to create something. Nothing is written to Big Red Cloud until you confirm. | |
| connectionRef | No | Opaque Red connection reference returned by brc_confirm_company_connection. Pass this exact value on every later tool call when the MCP client rotates session ids (for example Vibe/Mistral). Keep reusing the same connectionRef after successful tool calls — do not start a new connection because a lookup returned empty or partial data. It is not an API key and does not contain credentials. | |
| vatPercentage | Yes | ||
| customerOwnerId | Yes | ||
| customerOwnerName | Yes | ||
| analysisCategoryId | Yes | ||
| confirmCrAnalysisCategory | No | Set true only after the user confirms a CR sales analysis account code is intentional for this product line. | |
| confirmCounterpartyExplicit | No | Must be true only after the user explicitly named or confirmed the customer, supplier, or other counterparty in the current conversation. Never set true because a customer or supplier appeared in an earlier preview, was inferred from context, or was filled in without the user's explicit choice in this conversation. | |
| confirmQuotesAutoGenerateInBrc | No | Set true only after the user confirms quotes are auto-generated in Big Red Cloud. Required for brc_create_quote_gen_ref when Quotes reference setting is Unknown. |