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Clientary ACTION

Create Estimate

Creates a new estimate. See docs here
  • Action
  • Writes data
  • API key
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Clientary account once, then configure and run Create Estimate from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "clientary-create-estimate",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    clientary: { authProvisionId: "apn_xxxxxxx" },
    date: "Date",
    currencyCode: "Currency Code",
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Create Estimate inputs
Property Type Description
date Date string
The date of the estimate, e.g. 2022/11/17
Required
currencyCode Currency Code string
Currency Code, e.g. USD, EUR
Required
number Number string
Estimate number. Must be unique, e.g. 101
Optional
estimateItemsAttributes Estimate Items Attributes string
Estimate items attributes. Must be a valid JSON Array string, e.g. [ { "title": "foo", "quantity": 1, "price": 100 }, { "title": "bar", "quantity": 2, "price": 200 } ]
Optional

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
clientary-create-estimate
Version
0.0.3
App
Clientary
Authentication
API key
Read-only
No
Destructive
No
Open world
Yes