set_estimate_settings
Sets tax, overhead, and profit markups plus proposal text and client info so OpenTakeoff estimates and exports use the correct bid terms.
Instructions
The project's markups, proposal text and client — the canvas's estimate_settings, bid_proposal and client_info. Markups: tax_pct (sales tax on material), overhead_pct (on material + labor + tax), profit_pct with profit_mode markup (× (1 + p)) or margin (÷ (1 − p); 33.33% margin is ×1.5). proposal: itemized (a sell price on each scope line, the base bid allocated to the cent) or lump sum, scope_note, inclusions / exclusions (one per line), terms, valid_days. client: who the proposal is for. Only what you pass changes; an empty client string clears that field. Until markups are set the estimate prices at 0% — say so rather than assume a number. Every price comes from the estimator or a document they gave you — never invent, estimate or 'typical' one; a price nobody entered stays unentered and estimate_summary names it. Rides export_takeoff; undo_last reverses the call.
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": "set_estimate_settings"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| client | No | ||
| tax_pct | No | ||
| proposal | No | ||
| profit_pct | No | ||
| profit_mode | No | ||
| overhead_pct | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| client_info | Yes | ||
| bid_proposal | Yes | ||
| estimate_settings | Yes |