Update estimate
update_estimateChange an estimate's status, title, dates, description, inclusions, or exclusions; only supplied fields are updated.
Instructions
Changes an estimate's status, title, dates, description, inclusions or exclusions.
Sets only the fields you pass. status moves the estimate on the Estimates board: estimating, pending_approval, on_hold, re_estimating, approved, completed or lost. Marking it approved here does not email anyone. send_estimate sends it. Line items change with add_estimate_items and remove_estimate_items.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"estimate_id": "<estimate_id>"
},
"name": "update_estimate"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| title | No | ||
| status | No | ||
| exclusions | No | ||
| inclusions | No | ||
| description | No | ||
| estimate_id | Yes | From list_estimates. | |
| expire_date | No | ||
| estimate_date | No |