get_quotes

Live server: available on mcp.solvimon.com as well as on the test server.

Read-only access to everything quote-related, including approvals.

Actions: list, get, summary, download_url, evaluate, my_approvals

Resource types: quotes, quote_versions, quote_schedules, quote_templates, approval_policies, approval_requests, custom_fields

A quote (quot_) holds versions (quve_), each backed by a subscription of type QUOTE. The commercial terms (discounts, commitments, enabled add-ons, price overrides) are on the schedules. Filter quotes by customer_id, owner_user_id (the rep) or status.

• get on a quote adds commercials, a few plain-language lines on price against list, one-offs, usage, term and billing; entitlements, each feature with its value and where it comes from; and available_in_addons, features only an add-on that isn’t enabled would grant.
• download_url on a quote version (also a draft) returns a PDF link that is valid for 60 minutes. It sends nothing to anyone.
• evaluate on approval_policies with a quve_ id gives Solvimon’s own verdict on whether finalizing needs approval, without raising a request. After finalizing, read approval_requests with source_id set to the version.
• my_approvals on quotes lists the quotes waiting for your approval.

{"action": "evaluate", "resource_type": "approval_policies", "id": "quve_Hn5tWx8QmK3vRb6YcLd27"}

{"action": "my_approvals", "resource_type": "quotes"}