io.github.theluckystrike/quote-template

up checked 2026-11-11T09:38:22.458Z

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Publisher-provided description

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

Summary by lookupd

Creates, updates and tracks client quotes with VAT and totals, renders PDFs, and converts accepted quotes into invoices.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http quote-template https://mcp.zovo.one/mcp/quote-template

Codex, remote (streamable-http)

codex mcp add quote-template --url https://mcp.zovo.one/mcp/quote-template

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "quote-template": {
      "url": "https://mcp.zovo.one/mcp/quote-template"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (12 tools)

Publisher-provided text

• quote_create Store 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
• quote_list List 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
• quote_get Return 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
• quote_update Revise 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
• quote_send_text Turn 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. Fre
• quote_accept Mark 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
• quote_decline Mark 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 invoic
• quote_delete Delete 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
• quote_pdf Call 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
• quote_report Totals 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 t
• license_status Report 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 fr
• license_activate Turn 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

Details

• Version: 0.21.1
• Transports: streamable-http, stdio
• Uptime (7 days): 100%
• Median latency: 232 ms
• First indexed: 2026-11-01T09:57:32.797Z
• Last seen in registry: 2026-11-01T09:57:32.807Z
• Repository: https://github.com/theluckystrike/mcp-servers
• Website: https://mcp.zovo.one/s/quotes

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