/quoter

name: "ScalePad Quoter"
description: >
  Quoter through ScalePad: building and publishing quotes, managing the catalog (items,
  item groups, tiers, options, manufacturers), quote contacts, suppliers and datafeeds,
  and the OAuth helpers for the standalone api.quoter.com path.
when_to_use: >-
  When creating or publishing quotes, managing the Quoter catalog (items, groups, tiers,
  options), contacts, suppliers, or Quoter OAuth. Use when: quoter, scalepad quote,
  create quote, quoter catalog, quoter items, publish quote.

ScalePad Quoter

Overview

Quoter is ScalePad's quoting product. There are two access paths to the same product:

• **Primary (recommended)** — the ScalePad-hosted API at

`api.scalepad.com/quoter`, authenticated with the same ScalePad API key. This is the default for every tool and includes the superset surface (fetch quote, publish quote, quote sections, section line items).

• **Legacy standalone** — `api.quoter.com` with OAuth2

client-credentials. Only needed when `X-Quoter-Client-Id` / `X-Quoter-Client-Secret` are configured; the MCP server exchanges and refreshes the Bearer token for you.

This domain's tools are named `scalepad_quoter_*`.

Anti-triggers

Most MSPs run more than one quoting system, and "build a quote" does not name which. This skill only speaks to Quoter:

• **A ConnectWise quote** — use the `connectwise/cpq` plugin

(`connectwise-cpq-quotes`).

• **An Autotask quote or opportunity** — use the `autotask` plugin

(`autotask-quotes`); Kaseya's standalone quoting product is `kaseya-quote-manager`.

• **Sending a document for signature** — publishing a quote here is not

an e-signature flow; use `pandadoc`.

• **Invoicing and payment collection** — a published quote is not an

invoice; use `quickbooks`, `xero`, `stripe`, or the `finance-pack`.

• **Distributor purchasing** — buying what you quoted happens at the

distributor; use `pax8` or `sherweb`.

API Tools (61 total — the high-value subset below; full list in [references/tool-inventory.md](../../references/tool-inventory.md))

Quotes

| Tool | Purpose | |------|---------| | `scalepad_quoter_quotes_list` / `scalepad_quoter_quotes_get` | List/fetch quotes | | `scalepad_quoter_quotes_create` | Create a draft quote | | `scalepad_quoter_quotes_create_section` | Add a section to a quote | | `scalepad_quoter_quotes_create_section_line_item` | Add a line item to a section | | `scalepad_quoter_quotes_update_line_item` | Update a quote line item | | `scalepad_quoter_line_items_create` | Add a line item to a quote | | `scalepad_quoter_quotes_publish` | Publish the quote (customer-visible) | | `scalepad_quoter_quote_templates_list` | List quote templates |

Catalog

| Tool | Purpose | |------|---------| | `scalepad_quoter_items_list` / `scalepad_quoter_items_create` / `scalepad_quoter_items_get` / `scalepad_quoter_items_update` / `scalepad_quoter_items_delete` | Catalog items | | `scalepad_quoter_item_groups_*` | Item groups (list/create/get/update/delete) | | `scalepad_quoter_item_group_assignments_*` | Item-to-group assignments | | `scalepad_quoter_item_tiers_*` | Pricing tiers | | `scalepad_quoter_item_options_*` / `scalepad_quoter_item_option_values_*` | Configurable item options and values | | `scalepad_quoter_categories_*` | Categories | | `scalepad_quoter_manufacturers_*` | Manufacturers |

Contacts & Suppliers

| Tool | Purpose | |------|---------| | `scalepad_quoter_contacts_list` / `scalepad_quoter_contacts_create` / `scalepad_quoter_contacts_get` / `scalepad_quoter_contacts_update` | Quote recipients | | `scalepad_quoter_suppliers_*` | Suppliers (list/create/get/update/delete) | | `scalepad_quoter_datafeeds_list_suppliers` / `scalepad_quoter_datafeeds_list_supplier_items` | Supplier datafeeds (distributor pricing) |

The two auth tools mint credentials — do not call them casually

`scalepad_quoter_auth_authorize` and `scalepad_quoter_auth_refresh` are the only tools in this plugin that talk to a host other than ScalePad. They target **`api.quoter.com`** directly:

| Tool | What it actually does | |------|----------------------| | `scalepad_quoter_auth_authorize` | `POST /v1/auth/oauth/authorize` — exchanges OAuth client credentials for an `access_token` (1 h TTL) **and a `refresh_token`**. Its `client_id` / `secret` arguments are optional and, when supplied, **override the configured credentials** — so it will mint tokens for a Quoter tenant unrelated to this connection. | | `scalepad_quoter_auth_refresh` | `POST /v1/auth/refresh` — exchanges a `refresh_token` for a fresh pair, extending possession without re-presenting the client secret. |

Two things follow:

• **The server does not flag these as mutating.** They carry no

`destructiveHint`, because from the server's point of view they read a token rather than write a record. The gateway pins them to `admin` by hand for exactly this reason — do not infer "safe" from the missing annotation.

• **Their responses are bearer credentials in your context.** Do not

echo them, log them, or paste them into a summary. The refresh token has no useful expiry.

You almost certainly do not need them: the ScalePad-hosted path is the default and covers the full surface. Reach for these only when the tenant explicitly runs standalone Quoter and `X-Quoter-Client-Id` / `X-Quoter-Client-Secret` are configured — and even then the server exchanges and refreshes the token for you automatically on the calls that need it.

Common Workflows

1. **Build and publish a quote** — `scalepad_quoter_quote_templates_list` (optional template), `scalepad_quoter_contacts_list` (or `_create`) for the recipient, `scalepad_quoter_quotes_create`, add structure with `scalepad_quoter_quotes_create_section` and `scalepad_quoter_quotes_create_section_line_item`, review with `scalepad_quoter_quotes_get`, then `scalepad_quoter_quotes_publish`. 2. **Catalog maintenance** — `scalepad_quoter_items_list`, updat