QuoteCloudChoose what your assistant can change
Once the add-on is on, a connection can read straight away. Every write capability starts off, and you turn on only the ones you want.
Turn on the MCP add-on
MCP is separate from the API & Zapier add-on, and it's in private beta. Without it, every tool is refused, including read tools. A company owner, or someone with the Manage company settings permission, can press Enable MCP add-on in MCP Settings. If you manage subscriptions, you can also add it under Browse plans. If it isn't offered, contact support to have it enabled for your company.
Turn on a capability
Open MCP Settings from Settings, then Add-on Settings. Company-wide switches apply to every connection, and a change takes effect immediately, with no need to reconnect.
A single connection can also be set to Inherit, On or Off. Its setting beats the company-wide one, and Inherit goes back to following it.
There's a second check too: the permissions you approved when you connected. If a tool says a permission is missing, reconnect from your assistant and approve it on the QuoteCloud screen.
How risky changes are held
Some tools change or remove things in ways that are hard to undo. QuoteCloud doesn't run these on the first request. It sends your assistant a preview and a one-time code, and only runs the change if the same request comes back with that code within 10 minutes. How the preview reaches you depends on your assistant. Each tool's page says whether this applies.
Stop a connection
Revoke a connection in MCP Settings and it loses access immediately. To use it again, reconnect from your assistant.
Every capability
High-impact capabilities are company-wide or destructive, and can't always be undone. MCP Settings marks them with a warning.
| Documents | What it allows | Tools |
|---|---|---|
| Create documents | Draft new documents from templates or from scratch. | 3 |
| Edit documents | Change document content, recipients and settings. | 21 |
| Send documents | Send documents to recipients. Always confirmed before sending. | None yet |
| Delete documentsHigh impact | Archive or delete documents. Destructive and hard to undo. | None yet |
| Recipients | What it allows | Tools |
|---|---|---|
| Manage recipientsHigh impact | Add, update and remove the recipients and signers on a document. | 4 |
| Collaboration | What it allows | Tools |
|---|---|---|
| Comment on documents | Add, reply to, edit, resolve, and delete comments on documents your agents can see. | 3 |
| Add internal notes | Write internal notes visible to your team but never to recipients. | 2 |
| Manage attachments | Upload or import files into documents, and add or remove attachments. Embedding a PDF as document pages also needs Edit documents. | 5 |
| Products | What it allows | Tools |
|---|---|---|
| Create products | Add new products to the catalogue. | 1 |
| Edit products | Update pricing, details and settings of existing products. | 2 |
| Delete productsHigh impact | Remove products. May affect templates and active documents. | 1 |
| Contacts | What it allows | Tools |
|---|---|---|
| Create contacts | Add new contacts and accounts. | 1 |
| Edit contacts | Update contact and account details. | 1 |
| Delete contactsHigh impact | Remove contacts and accounts. | None yet |
| Workflows & approvals | What it allows | Tools |
|---|---|---|
| Approve or reject reviewsHigh impact | Submit documents for review and approve or reject them on your behalf. Approving can release a document for send. | 4 |
| Templates | What it allows | Tools |
|---|---|---|
| Manage templates | Create, copy and update template metadata, and publish or archive templates. | 6 |
| Edit template contentHigh impact | Change the content of templates. Every future document built from a template inherits these changes. | None yet |
| Events & webhooks | What it allows | Tools |
|---|---|---|
| Manage webhooks | Create and remove event subscriptions. | 2 |