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ToolsQuotes

write_documents

Upload, attach, detach and delete documents

Live server: test server (test.mcp.solvimon.com) only.

Uploads, attaches, detaches and deletes documents.

Actions: upload, attach, detach, delete

  • File types: PDF, HTML, Markdown, JSON, PPTX and POTX, up to 10 MiB (25 MB for PPTX/POTX). Through MCP, a request above about 4 MiB is refused, so attach large files in Desk.
  • Documents attach to quote versions and subscriptions. A quote version’s files change only while it is DRAFT.
  • delete is confirm-first, and refused while an active quote template still uses the document. detach keeps the document.
Attach a document to a quote version
{"action": "attach", "document_id": "docu_Pq4nTx8WmK2vRb6YcLd31", "attach_to": {"type": "QUOTE_VERSION", "id": "quve_Hn5tWx8QmK3vRb6YcLd27"}}