View as Markdown
QuickBooks icon

QuickBooks ACTION

Send Estimate

Sends an estimate by email. See the documentation
  • Action
  • Writes data
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's QuickBooks account once, then configure and run Send 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: "quickbooks-send-estimate",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    quickbooks: { authProvisionId: "apn_xxxxxxx" },
    estimateId: "Estimate ID",
    email: "Email Address",
  },
})

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.

Send Estimate inputs
Property Type Description
estimateId Estimate ID string
ID of the estimate to get details of
Required Dynamic
email Email Address string
Email address to send the estimate to (optional - if not provided, uses the customer's email address)
Required

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
quickbooks-send-estimate
Version
0.0.5
App
QuickBooks
Authentication
OAuth
Read-only
No
Destructive
No
Open world
Yes