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MCP Quotes in Claude.ai and Claude Desktop connectors

A priced, VAT-correct quote from chat, turned into an invoice with one call. It quotes a client with line items, VAT and a validity window, sends the quote as pasteable text, tracks it as open, accepted, declined or expired, and turns an accepted quote into a real invoice in the shared invoice store using the quote's own stored lines rather than recomputed prices.

The quote and the invoice it becomes live in the same hosted store behind the token, so quote_accept writes the invoice the invoice connector then lists; quote_pdf comes back as a print-to-PDF HTML link, since there is no PDF renderer on the hosted route.

What you get

You sayTool
Quote Acme for 12 hours at 90 EUR plus a 300 EUR setup, 23% VAT, good for 14 days.quote_create
Acme said yes. Invoice it.quote_accept
What is still open, and what is my win rate?quote_report

A quote of EUR 1,000.00 net is issued at the profile's 23% default rate, so the client sees EUR 1,230.00. The default rate is then changed to 8% before the client answers. quote_accept still invoices EUR 1,230.00, tax_lines[0].rate === 23, because it copies the quote's stored lines instead of recomputing them against today's profile.

Connect it, no install

https://mcp.zovo.one/mcp/connect mints an anonymous token and prints a URL per server, including this one, shaped like https://mcp.zovo.one/mcp/quotes/t/<token>. That URL works with no headers: the token is in the path, not in an Authorization field this form does not have.

  1. Open https://mcp.zovo.one/mcp/connect and copy the URL printed for MCP Quotes.
  2. There is no config file here: the Add custom connector form asks for a name and a Remote MCP server URL, with an Advanced settings section for an optional OAuth Client ID and Client Secret.
  3. Paste the URL as the Remote MCP server URL. Leave the optional OAuth Client ID and Client Secret blank; this endpoint does not use them.
  4. Click Connect, then turn the connector on for a conversation from the + button, Connectors.

Idle anonymous tokens are swept after 30 days. Since this route has no filesystem, a file MCP Quotes generates comes back as a download link that expires after one hour. A Pro key can replace the token in the same URL and removes the free-tier limits.

Claude.ai and Claude Desktop connectors notes worth knowing first

On an individual Pro or Max plan you add the connector yourself from Customize, Connectors. On Team and Enterprise it is the other way round: only an Owner or Primary Owner can add a custom connector, at Organization settings, Connectors, and members then connect to what the Owner added rather than pasting their own URL.

Free: 5 open quotes at a time, unlimited quote_send_text, create/revise/accept/decline, VAT, discounts and multi-currency. Pro is $19 once, verified offline, and binds to the token after checkout.

Questions

Does this need OAuth?

No. Add custom connector offers an Advanced settings section with an OAuth Client ID and Client Secret, but the connect-by-URL route does not use it. Leave both blank: the token in the URL path is what authenticates.

I am on a Team or Enterprise plan and cannot add a connector.

That is documented, not a bug: on Team and Enterprise, only an Owner or Primary Owner can add a custom connector, at Organization settings, Connectors, Add, Custom, Web. After that, members connect to the URL the Owner added from Customize, Connectors.

Can I use my Pro key instead of the free anonymous token?

Yes. The token segment of the URL from /mcp/connect can be replaced with a Pro key, which removes the free-tier limits on MCP Quotes for that connector.

Why did a generated file come back as a link instead of opening?

The connector runs server-side with no filesystem of its own, so any file MCP Quotes produces is handed back as a download link that expires after one hour, rather than a path on disk.

Related

MCP Quotes in detail · How connect-by-URL works · Every server for Claude.ai and Claude Desktop connectors · All clients · Claude.ai and Claude Desktop connectors docs