estimates_create

Create detailed estimates for jobs or projects in ServiceTitan by specifying tenant, job, project, and customer details, including items, pricing, and tax. Streamline the estimation process with structured data input and external links integration.

Input Schema

Name	Required	Description
`active`	No	Active Flag
`businessUnitId`	No	Business Unit ID
`customerId`	No	Customer ID
`externalLinks`	No	External Links
`items`	No	Estimate Items
`jobId`	No	Job ID
`jobNumber`	No	Job Number
`locationId`	No	Location ID
`name`	No	Estimate Name
`projectId`	No	Project ID
`soldBy`	No	Sold By User ID
`soldOn`	No	Sold On Date (string)
`statusValue`	No	Status Value
`subtotal`	No	Subtotal Amount
`summary`	No	Estimate Summary
`tax`	No	Tax Amount
`tenant`	Yes	Format - int64. Tenant ID

Input Schema (JSON Schema)

{
  "$schema": "http://json-schema.org/draft-07/schema#",
  "additionalProperties": false,
  "properties": {
    "active": {
      "description": "Active Flag",
      "type": "boolean"
    },
    "businessUnitId": {
      "description": "Business Unit ID",
      "type": "integer"
    },
    "customerId": {
      "description": "Customer ID",
      "type": "integer"
    },
    "externalLinks": {
      "description": "External Links",
      "items": {
        "additionalProperties": false,
        "properties": {
          "name": {
            "description": "External Link Name",
            "type": "string"
          },
          "url": {
            "description": "External Link URL",
            "type": "string"
          }
        },
        "type": "object"
      },
      "type": "array"
    },
    "items": {
      "description": "Estimate Items",
      "items": {
        "additionalProperties": false,
        "properties": {
          "chargeable": {
            "description": "Chargeable Flag",
            "type": "boolean"
          },
          "description": {
            "description": "Item Description",
            "type": "string"
          },
          "itemGroupName": {
            "description": "Item Group Name",
            "type": "string"
          },
          "itemGroupRootId": {
            "description": "Item Group Root ID",
            "type": "integer"
          },
          "membershipTypeId": {
            "description": "Membership Type ID",
            "type": "integer"
          },
          "qty": {
            "description": "Quantity",
            "type": "number"
          },
          "skuAccount": {
            "description": "SKU Account",
            "type": "string"
          },
          "unitCost": {
            "description": "Unit Cost",
            "type": "number"
          },
          "unitRate": {
            "description": "Unit Rate",
            "type": "number"
          }
        },
        "type": "object"
      },
      "type": "array"
    },
    "jobId": {
      "description": "Job ID",
      "type": "integer"
    },
    "jobNumber": {
      "description": "Job Number",
      "type": "string"
    },
    "locationId": {
      "description": "Location ID",
      "type": "integer"
    },
    "name": {
      "description": "Estimate Name",
      "type": "string"
    },
    "projectId": {
      "description": "Project ID",
      "type": "integer"
    },
    "soldBy": {
      "description": "Sold By User ID",
      "type": "integer"
    },
    "soldOn": {
      "description": "Sold On Date (string)",
      "type": "string"
    },
    "statusValue": {
      "description": "Status Value",
      "type": "integer"
    },
    "subtotal": {
      "description": "Subtotal Amount",
      "type": "number"
    },
    "summary": {
      "description": "Estimate Summary",
      "type": "string"
    },
    "tax": {
      "description": "Tax Amount",
      "type": "number"
    },
    "tenant": {
      "description": "Format - int64. Tenant ID",
      "type": "integer"
    }
  },
  "required": [
    "tenant"
  ],
  "type": "object"
}

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ServiceTitan MCP Server

estimates_create

Input Schema

Input Schema (JSON Schema)

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