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Documentation

Quotes

quotes.set_status

Move a quote to another status
WritesWrite budget

REST

Shipping
POST /api/v1/quotes/set_status

MCP tool

Live
quotes.set_status

Exposed on: REST API · Shop MCP server · Claude connector · Dash (in-app copilot) · Zapier. Part of the Quotes domain.

Operating contract

Records an outcome that happened somewhere else — the customer accepted over the phone, or declined by email — by moving the quote's status.

IT DOES NOT DO WHAT THE STATUS DESCRIBES. Setting sent does not send anything; quotes.send does. Setting accepted records the customer's answer; it does not build the job, take a deposit, or reserve stock.

Statuses are a closed set — call quotes.statuses. Setting the status a quote is already at is a no-op and returns it unchanged.

The matching timestamp is stamped with it, so accepted_at, declined_at and sent_at stay in step with the status rather than drifting from it.

Who may call it

Permission
quotes.accessThe caller must hold Quotes at the ACT level. A read-only dashboard grant on the same section is refused.
Plan
Every planNo plan gate. Available on every Service VIN plan.
Retries
naturalNaturally idempotent — running it twice leaves the same world as running it once. A retrying integration needs no key.
Rate class
writeCounted against the write budget, which is tighter than a read.

Input

FieldTypeDescription
quote_idrequiredstringuuid

The quote to move, as returned by quotes.list or quotes.get.

statusrequiredstring

The status to move it to. Call quotes.statuses for the list.

One of: draft, sent, viewed, accepted, declined, expired

Output

FieldTypeDescription
idstring

numbernumber

customer_idstring

vehicle_idstring | null

statusstring

subtotalnumber

discount_totalnumber

tax_totalnumber

totalnumber

valid_untilstring | null

sent_atstring | null

viewed_atstring | null

accepted_atstring | null

declined_atstring | null

created_atstring

Examples

Built from this capability's own schema — required fields and the ones carrying a default, and nothing invented. Paste one and it validates.

curl
export SERVICEVIN_API_KEY=svk_live_…

curl -X POST https://www.servicevin.com/api/v1/quotes/set_status \
  -H "Authorization: Bearer $SERVICEVIN_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"quote_id":"9b2f1c6e-4a77-4d2b-9f31-0f1c9a8e5d20","status":"draft"}'

TypeScript (fetch)
const res = await fetch("https://www.servicevin.com/api/v1/quotes/set_status", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.SERVICEVIN_API_KEY}`,
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
    "quote_id": "9b2f1c6e-4a77-4d2b-9f31-0f1c9a8e5d20",
    "status": "draft"
  }),
});

// Success and failure are both envelopes. Switch on error.code, never
// on error.message — the codes are stable, the messages are for people.
const payload = await res.json();
if (!res.ok) throw new Error(payload.error.code);
const data = payload.data;

Python (requests)
import os, requests

res = requests.post(
    "https://www.servicevin.com/api/v1/quotes/set_status",
    headers={"Authorization": f"Bearer {os.environ['SERVICEVIN_API_KEY']}"},
    json={
    "quote_id": "9b2f1c6e-4a77-4d2b-9f31-0f1c9a8e5d20",
    "status": "draft"
},
    timeout=30,
)
payload = res.json()
if not res.ok:
    raise RuntimeError(payload["error"]["code"])
data = payload["data"]

MCP tools/call — https://www.servicevin.com/api/mcp
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "quotes.set_status",
    "arguments": {
      "quote_id": "9b2f1c6e-4a77-4d2b-9f31-0f1c9a8e5d20",
      "status": "draft"
    }
  }
}

Refusals

The four gates run in this order on every surface, and the order is not arbitrary — see Authentication.

StatusCodeWhen
404not_foundThe id is unknown, or the feature is not enabled for this account. Deliberately the same answer for both.
403forbiddenThis login does not hold quotes.access.
403insufficient_scopeThe credential is read-only and this capability writes.
422validation_errorAn argument was wrong. The message names the field.
429rate_limitedToo many write calls. Back off and retry.
500internal_errorSomething failed on our side. Nothing was changed.