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get_quote

Retrieve a specific quote from Autotask PSA using its unique ID to access pricing, terms, and details for client proposals or internal review.

Instructions

Get a specific quote by ID

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
quoteIdYesThe quote ID to retrieve

Implementation Reference

  • Registration of the 'get_quote' tool including name, description, and input schema definition in the listTools() method.
    { name: 'get_quote', description: 'Get a specific quote by ID', inputSchema: { type: 'object', properties: { quoteId: { type: 'number', description: 'The quote ID to retrieve' } }, required: ['quoteId'] } },
  • Handler dispatch in callTool() method that extracts args.quoteId and calls autotaskService.getQuote()
    case 'get_quote': result = await this.autotaskService.getQuote(args.quoteId); message = `Quote retrieved successfully`; break;
  • Core implementation of getQuote in AutotaskService that uses the autotask-node client to fetch the quote by ID from the Autotask API.
    async getQuote(id: number): Promise<AutotaskQuote | null> { const client = await this.ensureClient(); try { this.logger.debug(`Getting quote with ID: ${id}`); const result = await client.quotes.get(id); return result.data as AutotaskQuote || null; } catch (error) { this.logger.error(`Failed to get quote ${id}:`, error); throw error; } }
  • Input schema validation definition for the 'get_quote' tool requiring a numeric quoteId.
    inputSchema: { type: 'object', properties: { quoteId: { type: 'number', description: 'The quote ID to retrieve' } }, required: ['quoteId'] } },

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