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ChargeOver MCP by usefulapi

Create a quote

chargeover_create_quote
Destructive

WRITE: create a quote (a proposal) for an existing customer. Nothing is billed and no email is sent: the quote stays open until someone sends or accepts it in ChargeOver. Each line refers to an existing item (chargeover_list_items). paycycle: one = one-time invoice, mon = monthly, 2mn = every 2 months, qtr = quarterly, six = every 6 months, yrl = yearly, 2yr, 3yr, 1wk = weekly, 2wk. Returns the new quote_id. POST /quote.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
dateNoA date as YYYY-MM-DD.
memoNoMemo shown to the customer on the quote.
nicknameNoNickname of the quote.
paycycleYesBilling cycle of the quote.
refnumberNoYour reference number for the quote.
line_itemsYesAt least one line.
customer_idYesThe customer the quote is for.
external_keyNoYour own unique id for the quote.
validuntil_dateNoQuote valid until, YYYY-MM-DD.

Schema Changelog

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