brc_create_quote
Create a Big Red Cloud quote requiring explicit user confirmation of sales rep, analysis category, and counterparty; returns a draft preview for review before posting.
Instructions
Creates a BRC quote using structured MCP fields. Requires a quote reference when quote references are manual or unknown. Do not use when Quotes reference setting is Unknown unless the user has provided a quote reference. Draft previews include a Missing or not provided section for blank customer phone or email only — warnings only, do not invent values. Requires saleRepId and saleRepCode. Do not use default or demo sales rep values. If missing, list sales reps or ask the user to choose one before creating. Requires analysisCategoryId and accountCode from a Sales Analysis category on each product line. Do not default to CR01/Customer or the first listed category. Set confirmCrAnalysisCategory=true only after the user confirms a CR account code is intentional. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation. Also requires confirmCounterpartyExplicit: true once the user has explicitly named or confirmed the customer/supplier in the current conversation. Do not reuse a counterparty from an earlier draft without that confirmation.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| acCode | Yes | ||
| comments | Yes | ||
| ddNumber | No | ||
| poNumber | No | ||
| procDate | Yes | ||
| quantity | Yes | ||
| tranNote | Yes | ||
| companyId | No | Optional BRC company id used in quote payload. Defaults to previous test company id if omitted. | |
| entryDate | Yes | ||
| productId | Yes | ||
| reference | No | Required when quote references are manual, or when the quote reference setting is unknown. | |
| saleRepId | Yes | Sales rep id from brc_list_sales_reps. | |
| unitPrice | Yes | ||
| vatRateId | Yes | ||
| vatTypeId | No | ||
| layoutType | No | ||
| accountCode | Yes | Sales Analysis account code for the quote product line, for example SA01. | |
| companyName | Yes | Company context name, for example YOUR-COMPANY-NAME. | |
| productCode | Yes | ||
| saleRepCode | Yes | Sales rep code from brc_list_sales_reps. | |
| confirmWrite | No | Must be true only after a plain-English draft has been shown in the current conversation and the user explicitly confirmed posting (for example yes, create it / post it now / confirm). Never set true on the first call or because the user initially asked to create something. | |
| vatPercentage | Yes | ||
| customerOwnerId | Yes | ||
| customerOwnerName | Yes | ||
| analysisCategoryId | Yes | ||
| confirmCrAnalysisCategory | No | Set true only after the user confirms a CR sales analysis account code is intentional for this product line. | |
| confirmCounterpartyExplicit | No | Must be true only after the user explicitly named or confirmed the customer, supplier, or other counterparty in the current conversation. Never set true because a customer or supplier appeared in an earlier draft, was inferred from context, or was filled in without the user's explicit choice in this conversation. | |
| confirmQuotesAutoGenerateInBrc | No | Set true only after the user confirms quotes are auto-generated in Big Red Cloud. Required for brc_create_quote_gen_ref when Quotes reference setting is Unknown. |