WYRE-AI 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.comwith OAuth2 client-credentials. Only needed whenX-Quoter-Client-Id/X-Quoter-Client-Secretare configured; the MCP server exchanges and refreshes the Bearer token for you.
Discover this domain's tools with scalepad_navigate (domain 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/cpqplugin (connectwise-cpq-quotes). - An Autotask quote or opportunity — use the
autotaskplugin (autotask-quotes); Kaseya's standalone quoting product iskaseya-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 thefinance-pack. - Distributor purchasing — buying what you quoted happens at the
distributor; use
pax8orsherweb.
API Tools (61 total — the high-value subset below; full list in 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 toadminby 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
- 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 withscalepad_quoter_quotes_create_sectionandscalepad_quoter_quotes_create_section_line_item, review withscalepad_quoter_quotes_get, thenscalepad_quoter_quotes_publish. - Catalog maintenance —
scalepad_quoter_items_list, update pricing withscalepad_quoter_items_updateandscalepad_quoter_item_tiers_update. - Supplier price check —
scalepad_quoter_datafeeds_list_suppliersthenscalepad_quoter_datafeeds_list_supplier_itemsfor current distributor pricing before quoting hardware.
Error Handling
402 on the hosted path means the ScalePad account has no Quoter subscription. 401 on the standalone path means the Quoter OAuth client credentials are missing/invalid — they are optional and only required for api.quoter.com. Catalog deletes are irreversible.
Best Practices
- Default to the ScalePad-hosted path; only configure Quoter OAuth credentials when the tenant explicitly uses standalone api.quoter.com.
- Always
scalepad_quoter_quotes_getto review totals beforescalepad_quoter_quotes_publish— publishing makes the quote customer-visible. - Reuse existing contacts (
scalepad_quoter_contacts_list) before creating duplicates.
Related Skills
- lifecycle-manager - initiatives that feed quotes
- api-patterns - auth translation details