MCP Server for Zoho CRM

Build 24.0.9300

Quotes

Create, update, delete, and query information regarding quotes. Not available in free and standard ZohoCRM accounts.

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.

Insert


INSERT INTO Quotes (Subject, QuotedItems) VALUES ('QuotedItems', '[
            { 
              "Product_Name": { 
                "name": "Egg", 
                "id": "3276571000000184076" 
              }, 
              "quantity": 1024, 
              "Discount": 0, 
              "total_after_discount": 1239.04, 
              "net_total": 1239.04, 
              "book": null, 
              "Tax": 0, 
              "list_price": 1.21, 
              "unit_price": 1.21, 
              "quantity_in_stock": -1024, 
              "total": 1239.04, 
              "id": "3276571000000184104", 
              "product_description": null, 
              "line_tax": [] 
            } 
          ]')

Required fields: Subject, QuotedItems.

Any field which is not read-only (ReadOnly = false in the table below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM Quotes WHERE Id = '3152079000000153079'

Update

You must specify the Id in the WHERE clause when executing an update against this table.

UPDATE Quotes SET Description = 'Changed from the API.' WHERE Id = '3152079000000490009'

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Columns

Name Type ReadOnly Description
Id [KEY] String True

Id

Team String False

Team

QuoteNumber String True

QuoteNumber

Subject String False

Subject

DealName_Id String False

DealName Id

DealName_Name String True

DealName Name

QuoteStage String False

QuoteStage

ValidUntil Date False

ValidUntil

ContactName_Id String False

ContactName Id

ContactName_Name String True

ContactName Name

Carrier String False

Carrier

AccountName_Id String False

AccountName Id

AccountName_Name String True

AccountName Name

QuoteOwner_Id String False

QuoteOwner Id

QuoteOwner_FirstName String True

QuoteOwner FirstName

QuoteOwner_LastName String True

QuoteOwner LastName

QuoteOwner_Email String True

QuoteOwner Email

QuoteOwner_Name String True

QuoteOwner Name

CreatedBy_Id String False

CreatedBy Id

CreatedBy_FirstName String True

CreatedBy FirstName

CreatedBy_LastName String True

CreatedBy LastName

CreatedBy_Email String True

CreatedBy Email

CreatedBy_Name String True

CreatedBy Name

ModifiedBy_Id String False

ModifiedBy Id

ModifiedBy_FirstName String True

ModifiedBy FirstName

ModifiedBy_LastName String True

ModifiedBy LastName

ModifiedBy_Email String True

ModifiedBy Email

ModifiedBy_Name String True

ModifiedBy Name

CreatedTime Datetime False

CreatedTime

ModifiedTime Datetime False

ModifiedTime

Tag String False

Tag

BillingStreet String False

BillingStreet

ShippingStreet String False

ShippingStreet

BillingCity String False

BillingCity

ShippingCity String False

ShippingCity

BillingState String False

BillingState

ShippingState String False

ShippingState

BillingCode String False

BillingCode

ShippingCode String False

ShippingCode

BillingCountry String False

BillingCountry

ShippingCountry String False

ShippingCountry

SubTotal String True

SubTotal

Discount Decimal False

Discount

Tax Decimal False

Tax

Adjustment Decimal False

Adjustment

GrandTotal String True

GrandTotal

TermsandConditions String False

TermsandConditions

Description String False

Description

QuotedItems String False

QuotedItems

RecordId Long True

RecordId

Locked Bool True

Locked

LastActivityTime Datetime False

LastActivityTime

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
DuplicateCheckFields String

The field(s) to be used for checking duplicate records in an upsert. The REST API allows for more than one field in the duplicate check but the BULK API only allows one field.

Trigger String

To trigger the rule while inserting record into CRM account.

CustomViewId Long

The custom view Id to be used for filtering this record. Will work when useCOQL=false.

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Build 24.0.9300