Quotes over the API and MCP

The Quotes actions are on the REST API and the MCP server. An AI agent or your integration can read quotes, build a draft for a unit and prepare it for sending; the send to the customer always goes through a confirmation by the same person who asked for it.

The actions

REST routes live under https://api.watsi.ai/v1/actions/. Writing needs a key or session of a member: a quote belongs to its vendor, so only its vendor edits and sends it. The write scopes are not on the API-keys screen; ask watsi for them, or tick them on the consent screen if you connect over OAuth.

Build a draft

1. get_quoting_setup tells you which sales schemes exist, with their maximum discount and minimum price per m², and what is missing.
2. list_quotable_properties gives you the available units.
3. create_quote_draft with the unit, and optionally the contact, the scheme and a discount. watsi builds the line, the payment calendar and the totals: you ask by intent, you never send figures.

If the discount goes over the scheme's cap or the price falls under its floor, the call answers 422 with every broken rule in details.violations (COTIZADOR_DISCOUNT_OVER_CAP, COTIZADOR_PRICE_BELOW_FLOOR…) and stores nothing.

Send in two steps

A send reaches the customer, so a person confirms it:

1. 1

   Prepare the send

   send_quote with the quoteId, the channel (whatsapp, email or link) and, optionally, a message. It answers the preview —folio, contact, total, payment calendar, message— and a confirmToken valid for 10 minutes. It changes nothing.

   {
     "preview": {
       "quoteId": "5b0c…",
       "folio": "COT-0012",
       "status": "draft",
       "channel": "whatsapp",
       "contactName": "Ana López",
       "currency": "MXN",
       "total": 2450000,
       "schedule": [{ "date": "2026-11-15", "concept": "Down payment", "amount": 245000 }],
       "message": "Hi Ana, here is your quote."
     },
     "confirmToken": "eyJ2Ijox…",
     "expiresAt": "2026-10-31T18:40:00.000Z"
   }

2. 2

   Show it and ask for confirmation

   Show the preview to the person. An AI agent must never confirm on its own.

3. 3

   Confirm

   confirm_quote_send with the same quoteId and the confirmToken. It is the same send as the editor's Send button: it checks the scheme's rules, freezes the copy the customer receives and, if delivery fails, puts the quote back as it was.

The token only works for what the person saw:

The channel and the message travel inside the token, so the confirmation cannot change them. A used token stops working, because the send changes the quote.

Related

• Quotes
• MCP server
• Authentication and scopes