Create Quote
create_quoteGenerate a client quote with line items and optional details. Quotes default to draft status and can be converted to invoices later.
Instructions
Create a new quote/estimate for a client. Requires client name and at least one line item. Quotes can later be converted to invoices. Defaults to draft status. Example: clientName='Acme Corp', items=[{description:'Design', quantity:1, unitPrice:3000}], validUntil='2026-04-30' / Crea un nuevo presupuesto. Requiere nombre del cliente y al menos un concepto. Los presupuestos se pueden convertir en facturas despues.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| items | Yes | Line items (each with description, quantity, unitPrice) / Conceptos del presupuesto | |
| notes | No | Additional notes shown on the quote / Notas adicionales | |
| status | No | Quote status (default: draft) / Estado del presupuesto | |
| dueDate | No | Due date in ISO 8601 (YYYY-MM-DD) / Fecha de vencimiento | |
| taxRate | No | Tax rate % (e.g. 21 IVA, 7 IGIC) / Porcentaje de impuesto | |
| clientId | No | Existing client ID — server back-fills taxId/address / ID de cliente existente | |
| irpfRate | No | IRPF withholding % (retencion autonomo ES) / Retencion IRPF % | |
| issueDate | No | Issue date in ISO 8601 (YYYY-MM-DD), defaults to today / Fecha de emision | |
| clientName | Yes | Client name / Nombre del cliente | |
| validUntil | No | Expiry date in ISO 8601 (YYYY-MM-DD) / Fecha de validez | |
| clientTaxId | No | Client tax ID (NIF/CIF/VAT) / NIF/CIF del cliente | |
| clientAddress | No | Client billing address / Direccion fiscal del cliente | |
| clientLocation | No | Fiscal zone driving IVA vs IGIC vs exempt / Zona fiscal | |
| equivalenceSurchargeRate | No | Recargo de equivalencia % / Recargo de equivalencia % |
Output Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | Yes | ||
| items | No | ||
| notes | No | ||
| total | No | ||
| status | No | ||
| createdAt | No | ||
| updatedAt | No | ||
| clientName | No | ||
| validUntil | No |