autotask_create_quote

Instructions

Implementation Reference

• src/handlers/tool.definitions.ts:1573-1610 (schema)

  Input schema definition for autotask_create_quote tool. Defines parameters: name, description, companyId, contactId, opportunityId, effectiveDate, expirationDate. Only companyId is required.

  {
    name: 'autotask_create_quote',
    description: 'Create a new quote',
    inputSchema: {
      type: 'object',
      properties: {
        name: {
          type: 'string',
          description: 'Quote name'
        },
        description: {
          type: 'string',
          description: 'Quote description'
        },
        companyId: {
          type: 'number',
          description: 'Company ID for the quote'
        },
        contactId: {
          type: 'number',
          description: 'Contact ID for the quote'
        },
        opportunityId: {
          type: 'number',
          description: 'Associated opportunity ID'
        },
        effectiveDate: {
          type: 'string',
          description: 'Effective date (YYYY-MM-DD format)'
        },
        expirationDate: {
          type: 'string',
          description: 'Expiration date (YYYY-MM-DD format)'
        }
      },
      required: ['companyId']
    }
  },

• src/handlers/tool.handler.ts:1161-1193 (handler)

  Handler function for autotask_create_quote. Elicits company if companyId not provided (via MCP server interaction), elicits opportunity selection based on the company, then delegates to autotaskService.createQuote() with mapped field names (companyID, contactID, opportunityID).

  ['autotask_create_quote', async (a) => {
    // Elicit company if not provided
    if (!a.companyId && this.mcpServer) {
      try {
        const companyId = await this.elicitCompanyId();
        if (companyId) a = { ...a, companyId: companyId };
      } catch { /* proceed without company */ }
    }
  
    // Elicit opportunity if not provided but company is known
    if (!a.opportunityId && a.companyId && this.mcpServer) {
      try {
        const opps = await s.searchOpportunities({ companyId: a.companyId });
        if (opps.length > 0) {
          const options: PicklistValue[] = opps
            .filter(o => o.id != null)
            .map(o => ({
              value: String(o.id),
              label: o.title || `Opportunity #${o.id}`,
            }));
          const selected = await this.elicitSelection(
            `Found ${opps.length} opportunities for this company. Which one should the quote be attached to?`,
            'opportunityId',
            options
          );
          if (selected) a = { ...a, opportunityId: Number(selected) };
        }
      } catch { /* proceed without opportunity */ }
    }
  
    const id = await s.createQuote({ name: a.name, description: a.description, companyID: a.companyId, contactID: a.contactId, opportunityID: a.opportunityId, effectiveDate: a.effectiveDate, expirationDate: a.expirationDate });
    return { result: id, message: `Successfully created quote with ID: ${id}` };
  }],

• src/services/autotask.service.ts:1523-1557 (helper)

  Service method createQuote that performs the actual API call. Auto-populates billToLocationID, shipToLocationID, and soldToLocationID from the company's first CompanyLocation if not provided (Autotask requires these). Then sends POST to 'Quotes' entity via the HTTP client.

  async createQuote(quote: Partial<AutotaskQuote>): Promise<number> {
    const http = await this.ensureClient();
    try {
      // Autotask requires location IDs on the quote. Auto-populate from the
      // company's first location if the caller didn't supply them.
      if (
        quote.companyID &&
        (!quote.billToLocationID || !quote.shipToLocationID || !quote.soldToLocationID)
      ) {
        try {
          const locations = await http.query<{ id: number }>(
            'CompanyLocations',
            [{ op: 'eq', field: 'companyID', value: quote.companyID }],
            { maxRecords: 10 }
          );
          if (locations.length > 0) {
            const defaultLocationId = locations[0].id;
            if (!quote.billToLocationID) quote.billToLocationID = defaultLocationId;
            if (!quote.shipToLocationID) quote.shipToLocationID = defaultLocationId;
            if (!quote.soldToLocationID) quote.soldToLocationID = defaultLocationId;
          }
        } catch (locError) {
          this.logger.warn('Could not auto-populate location IDs for quote:', locError);
        }
      }
  
      this.logger.debug('Creating quote:', quote);
      const id = await http.create('Quotes', quote);
      this.logger.info(`Quote created with ID: ${id}`);
      return id;
    } catch (error) {
      this.logger.error('Failed to create quote:', error);
      throw error;
    }
  }

• src/types/autotask.ts:299-310 (schema)

  TypeScript interface defining the AutotaskQuote type used by createQuote and other quote operations.

  export interface AutotaskQuote {
    id?: number;
    companyID?: number;
    contactID?: number;
    quoteNumber?: string;
    quoteDate?: string;
    title?: string;
    description?: string;
    totalAmount?: number;
    status?: number;
    [key: string]: any;
  }

• src/handlers/tool.definitions.ts:3017-3020 (registration)

  Registration of autotask_create_quote in the 'financial' tool category within TOOL_CATEGORIES.

  financial: {
    description: 'Quotes, quote items, opportunities, invoices, and contracts',
    tools: ['autotask_get_quote', 'autotask_search_quotes', 'autotask_create_quote', 'autotask_get_quote_item', 'autotask_search_quote_items', 'autotask_create_quote_item', 'autotask_update_quote_item', 'autotask_delete_quote_item', 'autotask_get_opportunity', 'autotask_search_opportunities', 'autotask_create_opportunity', 'autotask_search_invoices', 'autotask_search_contracts']
  },