brc_create_quote

io.github.BigRedCloud/red-mcp-server · Verify this server

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. Previews before posting include a Missing or not provided section for blank customer phone or email only — warnings only, do not invent values. Nothing is written to Big Red Cloud until you confirm. 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. Requires routeToken from brc_route_request for the matching action workflow. Call brc_route_request first with the user's complete original action request. Retain the returned routeToken through lookup, preview, and confirmation, and pass the same token on the final permitted transactional tool call. Never invent a placeholder token. A routeToken is not permission to post — preview-before-posting and confirmWrite/confirmDelete still apply. 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 preview without that confirmation.