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MCPSTAMP
Invoicing and billing

Send a quote from chat

A quote stuck in a chat window doesn't win work. Freelancers and small firms need to price a job from their own price list, send a clean PDF and turn it into an invoice when the client says yes. Here's how.

Yes, with a quote server connected. On its own, Claude drafts quote text but can't store prices or quote states. The Quotes and Catalogue servers price lines from your list, number the quote, write a PDF, and turn an accepted quote into an invoice. Start on the free tier.

Connect free in 1 minute Quotes: all tools

What you get

Quote

Q-2026-0001

Text

For

Piekarnia Rogal

Valid

14 days

Currency

PLN

ItemQtyPricePLN
5-page website16,500.006,500.00
Hosting setup1400.00400.00
SENT
Net
6,900.00
VAT 23%
1,587.00
Gross PLN
8,487.00
Example from "Quote a website job before lunch". Invented names, real math from the tools. Free tier gives email-ready text. The A4 PDF of a quote is Pro.

Free to start. Quotes Pro is $19 once. Free vs Pro

Without a tool, and with the tool

Without a tool

Claude can draft quote wording, total the lines and add VAT. It doesn't know your current prices unless you paste them every time, it can't track which quotes are open, expired or accepted, and it can't hand an accepted quote to your invoicing.

With Quotes and Catalogue

Quotes stores each quote with a number, validity date and state, and writes an A4 PDF or a plain-text version for email. Catalogue keeps your SKUs and hourly rates with dates, so lines resolve to the price in force. quote_accept turns an accepted quote into an invoice in the Invoice server.

An example, from prompt to finished file

Example scenarios built on the real tools of Quotes and Catalogue. Names and amounts are invented.

Example · Kitchen fitter

Send a quote from chat

Catalogue
You

Quote the Okafor family: 6 m of worktop (SKU WT-OAK), 2 days of fitter time and 1 sink cut-out, prices from my catalogue, valid 30 days. Give me the PDF.

  1. lines_resolve Turns the SKU and role lines into priced items from the catalogue
  2. quote_create Makes the quote with a number and a 30-day validity
  3. quote_pdf Writes the A4 quote PDF
Result

A numbered A4 quote priced from the stored catalogue, valid for 30 days, ready to attach to an email.

Example · Kasia Lewandowska, freelance web developer in Gdansk

Quote a website job before lunch

Quotes
You

Quote Piekarnia Rogal for a 5-page website at 6,500 PLN plus hosting setup 400 PLN, 23% VAT, valid 14 days.

  1. quote_create Creates the quote with 2 lines, 23% VAT and a validity date 14 days out
  2. quote_send_text Returns the line table, VAT and the total of 8,487.00 PLN as email text
Result

A numbered quote for 8,487.00 PLN gross, pasted into her email within a minute.

About 15 min saved (estimate)

Example · Owen Clarke, joiner running a small firm in Cardiff

Client says yes, bill the deposit

Quotes
You

The Patel kitchen quote was accepted. Turn it into an invoice due in 14 days.

  1. quote_list Finds the open quote for Patel at 4,860.00 GBP
  2. quote_accept Marks it accepted and creates the invoice with the same lines, due in 14 days
Result

An invoice for exactly 4,860.00 GBP, with numbers copied from the quote and not recomputed.

About 10 min saved (estimate)

Every example here works on the free tier. One $39 key removes the limits on all of them. Pricing

Common mistakes with this job

  • Quoting from memory and using last year's prices.
  • No expiry date, so a client accepts an old price months later.
  • Retyping an accepted quote as an invoice and making a typo in the amount.

Connect in 1 minute

Paste one URL into Claude.ai, Claude Desktop, Cursor, VS Code or Windsurf. No install, no account.

1. Get a free token (30 days, 600 calls an hour)

curl -s -X POST https://mcp.zovo.one/mcp/token

2. Paste this URL as a custom connector

https://mcp.zovo.one/mcp/quotes/t/<token>

Or run it locally (Node.js 18+)

npx -y @theluckystrike/mcp-quotes

Free vs Pro for Quotes

Free ($0, no key)Pro ($19 once)
5 open quotes at a timeUnlimited open quotes
Email-ready text, unlimitedA4 PDF of each quote
Accept, decline, revise, VAT, discounts, multi-currencyReport over any date range
Report for the current calendar year
Where these limits come from

servers/quotes/src/index.ts:25 (FREE_OPEN_QUOTES=5), :809 (quote_pdf is Pro), :839 (report range); https://mcp.zovo.one/s/quotes

Buy Quotes Pro, $19 Compare plans

Questions

Can I do this in Claude?
Yes, with a quote server connected. On its own, Claude drafts quote text but can't store prices or quote states. The Quotes and Catalogue servers price lines from your list, number the quote, write a PDF, and turn an accepted quote into an invoice. Start on the free tier.
What happens when a client accepts?
quote_accept marks the quote accepted and creates the invoice in the Invoice server store when it's present, or returns invoice-ready lines. The numbers are copied, not recomputed.
Does a closed quote count toward the free limit?
No. The limit is 5 open quotes. Accepted, declined and expired quotes don't hold a slot, and deleting an unsent draft gives its slot back.
Can I get a PDF on the free tier?
No. Free gives you the email-ready text version, and the A4 PDF is Pro.

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