quotes-estimates-proposals-vat-win-rate

Quotes and estimates: VAT line items, a validity date, an A4 PDF, accept makes an invoice.

CommunityOnlineAPI key requiredGlobalFreeRead-only

What it can do

    What data it sees

    Do you need an account

    An API key from the service settings is required

    Quotes and estimates: VAT line items, a validity date, an A4 PDF, accept makes an invoice.

    How to connect

    How to connect quotes-estimates-proposals-vat-win-rate to Claude

    The server address to paste into Claude settings:

    https://mcp.zovo.one/mcp/quotes

    1. Open Claude (claude.ai or the desktop app).
    2. Go to Settings → Connectors.
    3. Click Add custom connector.
    4. Paste the server address copied below into Remote MCP server URL and click Add.
    5. In a chat, click + → Connectors and switch the new connector on.

    Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.

    Authorization

    After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.

    How to connect quotes-estimates-proposals-vat-win-rate to ChatGPT

    The server address to paste into ChatGPT settings:

    https://mcp.zovo.one/mcp/quotes

    1. Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
    2. Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
    3. Open Settings → Connectors and click Create.
    4. Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
    5. Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
    6. In a new chat open + → Apps/Connectors and enable the connector.

    OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.

    Authorization

    On first use ChatGPT opens the service's sign-in window. Sign in and approve access.

    How to connect quotes-estimates-proposals-vat-win-rate to Cursor

    The server address to paste into Cursor settings:

    https://mcp.zovo.one/mcp/quotes

    Fastest: click Open in Cursor below and confirm the prompt.

    Manually:

    1. In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
    2. Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
    3. Save the file. The server appears in the MCP list; authorize it there if asked.

    Authorization

    If the service needs sign-in, an authorize button appears next to the server in the MCP list.

    Server tool list (12)

    Raw names from tools/list. Only developers need these.

    quote_createStore a quote for client from items and return its Q number, VAT and totals. unit_price is in MAJOR units; currency, VAT and issuer come from the shared profile. A duplicate of an open quote is refused. Free: 5 open.
    quote_listList quotes newest first: id, client, dates, state, days left while open, currency, total and the invoice number once accepted. State is read against today, so a lapsed quote shows as expired.
    quote_getReturn one quote in full by Q number or exact client name: lines with unit price and VAT, totals, dates, the state today with days left, notes, and the invoice it became once accepted. Reads only.
    quote_updateRevise a quote that is still open: line items, currency, discount, VAT default, validity or notes. Totals are recomputed. An accepted or declined quote is never edited.
    quote_send_textTurn a quote into a plain-text summary to paste into an email: the line table, VAT lines, total and validity date. Also a .txt download link valid one hour. Free; quote_pdf writes the A4 document.
    quote_acceptMark a quote accepted and turn it into an invoice: created directly in the invoice server when its store is present, otherwise returned as invoice_create-ready line items. The numbers are copied, never recomputed.
    quote_declineMark a quote lost, with a reason kept on the record, freeing a free-tier open slot and counting in the win rate. An accepted quote is refused, naming the invoice it became. Free on every tier.
    quote_deleteDelete a draft quote that was never sent, accepted, invoiced or exported, and give its free open-quote slot back. A quote with any of those is refused with the dependent named. The id is never reissued.
    quote_pdfCall this tool to render one quote as an A4 print-ready document and return a download link valid for one hour: the invoice layout with the validity date and an acceptance block. Pro.
    quote_reportTotals per currency for open, accepted, declined and expired quotes, with counts, the value still open and the win rate. Free covers the current calendar year to date; Pro reports over any date range.
    license_statusReport this endpoint's licence state for your token as JSON: the product, the tier free or pro, why it is not Pro, and the checkout URL. Call it to explain a free-tier refusal. No arguments, nothing changes.
    license_activateTurn Pro on for this connection with key, an MCPL1.<payload>.<signature> issued at checkout for this server or the bundle. Data under your token stays; a wrong or expired key changes nothing. license_status confirms it.