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asachs01

Autotask MCP Server

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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