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Connectors · MSP & PSA

Quoter MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Quoter and the rest of your systems. It gives your agent 59 Quoter actions (25 reads, 25 writes and 9 that wait for a confirmation) and holds the Quoter credential itself, so the agent never does. It paces Quoter's limits and records every call.

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp
the first call
do {  action: "quoter.items.list",  intent: "check which Quoter account is connected"}# List items · read · 1 upstream call
  • 59actionsin one signed file
  • 25readlook, never change
  • 25writecreate and update
  • 9wait for a yesdestructive, confirmed first

Set up

Connect Quoter in three steps.

  1. 01

    Add actionlake to Claude.

    Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.

    https://connect.actionlake.com/mcp
  2. 02

    Connect Quoter.

    API key. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key.

    • api_keyScalePad API key with Quoter access (ScalePad > Settings > API keys), sent as x-api-key
    account { op: "connections.requirements", service: "quoter" }
    # free: exactly what to paste, and what is found for you
  3. 03

    Make the first call. Check before a write.

    Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

    do    { action: "quoter.items.list" }# list items · read · 1 upstream callcheck { action: "quoter.items.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Quoter at a glance

Sign-in
API key. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead.
You provide
api_key
Limits we pace to
50 calls per 5 seconds, per connection
API covered
V1 (ScalePad-hosted Quoter API)api.scalepad.com/quoter
Built from
Quoter's documentation, read 23 October 2026developer.scalepad.com
Service file
Version 1.0.0, signed (Ed25519)
Cached reads
25 of 25 reads, for up to an hour; a write clears what it affects
Shared entities
4, so ask can line Quoter up with your other systems
Data
Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Quoter.

59 actions in 17 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

  • 25readlook, never change
  • 25writecreate and update
  • 9destructivewait for a confirmation
  1. Categories

    5

    2 read · 2 write · 1 destructive

    List categories · Get a category · Create a category · Update a category

  2. Item groups

    5

    2 read · 2 write · 1 destructive

    List item groups · Get an item group · Create an item group · Update an item group

  3. Item option values

    5

    2 read · 2 write · 1 destructive

    List item option values · Get an item option value · Create an item option value · Update an item option value

  4. Item options

    5

    2 read · 2 write · 1 destructive

    List item options · Get an item option · Create an item option · Update an item option

  5. Item tiers

    5

    2 read · 2 write · 1 destructive

    List item tiers · Get an item pricing tier · Create an item pricing tier · Update an item pricing tier

  6. Items

    5

    2 read · 2 write · 1 destructive

    List items · Get an item (product) · Create an item (product) · Update an item (product)

  7. Manufacturers

    5

    2 read · 2 write · 1 destructive

    List manufacturers · Get a manufacturer · Create a manufacturer · Update a manufacturer

  8. Suppliers

    5

    2 read · 2 write · 1 destructive

    List suppliers · Get a supplier · Create a supplier · Update a supplier

9 more areas · 19 actions
  • Contacts 4
  • Item group item assignments 4
  • Quotes 4
  • Quote section line items 2
  • Datafeed supplier items 1
  • Datafeed suppliers 1
  • Line items 1
  • Quote sections 1
  • Quote templates 1

Top actions

The Quoter API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 24 of Quoter's 24 action names are shared with at least one other connector, so an agent learns them once.

ActionWhat it doesEffectSame name in
quoter.items.listList itemsRetrieves a list of all items available in the system.readcommerce.product.list112 connectors
quoter.contacts.listList contactsRetrieves a list of contacts.readcrm.contact.list177 connectors
quoter.suppliers.listList suppliersRetrieves a list of all suppliers available in the system.readasset.supplier.list41 connectors
quoter.items.getGet an item (product)Retrieves detailed information about a specific item.readcommerce.product.get112 connectors
quoter.quotes.listList quotesRetrieves a paginated list of all Quotes.readfinance.quote.list52 connectors
quoter.items.createCreate an item (product)Adds a new item to your product catalog.writecommerce.product.create92 connectors
quoter.items.updateUpdate an item (product)Modifies the properties or configuration of an existing item.writecommerce.product.update93 connectors
quoter.contacts.getGet a contactRetrieves a contact by its id.readcrm.contact.get176 connectors
quoter.suppliers.getGet a supplierRetrieves detailed information about a specific supplier.readasset.supplier.get34 connectors
quoter.items.deleteDelete an item (product)Removes an item from your product catalog.destructivecommerce.product.delete80 connectors
quoter.categories.listList categoriesRetrieves a list of all categories available in the system.readcommerce.product_category.list25 connectors
quoter.line_items.createAdd a line item to a quote**Deprecated.** This endpoint stops working on **2027-10-31**.writefinance.quote_line.create11 connectors

Try it

Prompts to paste into Claude.

Each one names the Quoter actions it will call, so you know what it reads and what it changes before you send it.

  1. Readread

    Which Quoter quotes went out this month and are still waiting for an answer?

    callsquoter.quotes.list

  2. Writewrite

    Create an item (product) in Quoter. Show me exactly what you will send before you save it.

    callsquoter.items.create

  3. Across systemsread

    Which contacts are in both Quoter and NetSuite, and how many are in only one of them?

    callsquoter.contacts.listnetsuite.views.contacts

Across your systems

Quoter, joined to the rest of your business.

One ask fetches from Quoter and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

  • Which contacts are in both Quoter and NetSuite, and how many are in only one of them?

    quoter.contacts.list + netsuite.views.contacts, on crm.contact · NetSuite

  • Which contacts are in both Quoter and HubSpot CRM, and how many are in only one of them?

    quoter.contacts.list + hubspot_crm.contacts.list, on crm.contact · HubSpot CRM

Also mapped by other connectorscrm.contact 192commerce.product 109finance.quote 45asset.supplier 38
ask
ask {  intent: "which contacts are in both Quoter and NetSuite, and how many are in only one of them",  steps: [    { action: "quoter.contacts.list", as: "people", input: {}, limit: 100, max_pages: 5 },    { action: "netsuite.views.contacts", as: "people2", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "people",        right: "people2",        on: "crm.contact",        group_by: "people.email",        select: ["people.email", "count(people2.id) as in_netsuite"]    } }  ]}
Example. Run it through check first: it validates the steps and prices them, and it is free.

Governance for Quoter

Destructive actions wait for a yes.

9 Quoter actions are destructive. These are all of them:

  • Delete an item (product)quoter.items.delete
  • Delete a supplierquoter.suppliers.delete
  • Delete a categoryquoter.categories.delete
  • Delete an item pricing tierquoter.item_tiers.delete
  • Delete an item groupquoter.item_groups.delete
  • Delete an item optionquoter.item_options.delete
  • Delete a manufacturerquoter.manufacturers.delete
  • Delete an item option valuequoter.item_option_values.delete
  • Delete an item group item assignmentquoter.item_group_item_assignments.delete

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

doquoter.items.deleteconfirm_policy: human

Delete an item (product)?

intent: the user asked me to delete an item (product)

run suspended · waiting for a named person · key quoter-agent cannot confirm itself
In the console, or from an emailed signed link.
a key for this connector
account {  op: "keys.create", name: "quoter-agent",  allowed_actions: ["quoter.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "quoter.items.delete", approver: "[email protected]" },    { match: "quoter.suppliers.delete", approver: "[email protected]" },    { match: "quoter.categories.delete", approver: "[email protected]" }  ]}
Illustrative. Scoped to Quoter only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Quoter costs on actionlake.

Every Quoter action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Quoter refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

  • 1upstream call per actionall 59 Quoter actions
  • 59actions pageeach page of a long list is one call
  • 25reads can be cacheda cache hit costs nothing
  • 100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Quoter action.

59 actions by area: the id your agent calls, what it does, and its effect.

Categories5
  • quoter.categories.createCreate a categorywrite
  • quoter.categories.deleteDelete a categorydestructive
  • quoter.categories.getGet a categoryread
  • quoter.categories.listList categoriesread
  • quoter.categories.updateUpdate a categorywrite
Item groups5
  • quoter.item_groups.createCreate an item groupwrite
  • quoter.item_groups.deleteDelete an item groupdestructive
  • quoter.item_groups.getGet an item groupread
  • quoter.item_groups.listList item groupsread
  • quoter.item_groups.updateUpdate an item groupwrite
Item option values5
  • quoter.item_option_values.createCreate an item option valuewrite
  • quoter.item_option_values.deleteDelete an item option valuedestructive
  • quoter.item_option_values.getGet an item option valueread
  • quoter.item_option_values.listList item option valuesread
  • quoter.item_option_values.updateUpdate an item option valuewrite
Item options5
  • quoter.item_options.createCreate an item optionwrite
  • quoter.item_options.deleteDelete an item optiondestructive
  • quoter.item_options.getGet an item optionread
  • quoter.item_options.listList item optionsread
  • quoter.item_options.updateUpdate an item optionwrite
Item tiers5
  • quoter.item_tiers.createCreate an item pricing tierwrite
  • quoter.item_tiers.deleteDelete an item pricing tierdestructive
  • quoter.item_tiers.getGet an item pricing tierread
  • quoter.item_tiers.listList item tiersread
  • quoter.item_tiers.updateUpdate an item pricing tierwrite
Items5
  • quoter.items.createCreate an item (product)write
  • quoter.items.deleteDelete an item (product)destructive
  • quoter.items.getGet an item (product)read
  • quoter.items.listList itemsread
  • quoter.items.updateUpdate an item (product)write
Manufacturers5
  • quoter.manufacturers.createCreate a manufacturerwrite
  • quoter.manufacturers.deleteDelete a manufacturerdestructive
  • quoter.manufacturers.getGet a manufacturerread
  • quoter.manufacturers.listList manufacturersread
  • quoter.manufacturers.updateUpdate a manufacturerwrite
Suppliers5
  • quoter.suppliers.createCreate a supplierwrite
  • quoter.suppliers.deleteDelete a supplierdestructive
  • quoter.suppliers.getGet a supplierread
  • quoter.suppliers.listList suppliersread
  • quoter.suppliers.updateUpdate a supplierwrite
Contacts4
  • quoter.contacts.createCreate a contactwrite
  • quoter.contacts.getGet a contactread
  • quoter.contacts.listList contactsread
  • quoter.contacts.updateUpdate a contactwrite
Item group item assignments4
  • quoter.item_group_item_assignments.createCreate an item group item assignmentwrite
  • quoter.item_group_item_assignments.deleteDelete an item group item assignmentdestructive
  • quoter.item_group_item_assignments.getGet an item group item assignmentread
  • quoter.item_group_item_assignments.listList item group item assignmentsread
Quotes4
  • quoter.quotes.createCreate a draft quote from a templatewrite
  • quoter.quotes.getGet a quoteread
  • quoter.quotes.listList quotesread
  • quoter.quotes.publishPublish a draft quotewrite
Quote section line items2
  • quoter.quote_section_line_items.createAdd line items to a quote sectionwrite
  • quoter.quote_section_line_items.updateUpdate a line item in a quote sectionwrite
Datafeed supplier items1
  • quoter.datafeed_supplier_items.listList distributor data-feed supplier itemsread
Datafeed suppliers1
  • quoter.datafeed_suppliers.listList distributor data-feed suppliersread
Line items1
  • quoter.line_items.createAdd a line item to a quotewrite
Quote sections1
  • quoter.quote_sections.createAdd sections to a quotewrite
Quote templates1
  • quoter.quote_templates.listList quote templatesread

Questions

The Quoter MCP server, answered.

Is there a Quoter MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 59 Quoter actions across categories, item groups, item option values and item options, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Quoter.

What do I need to connect Quoter?

ScalePad API key with Quoter access (ScalePad > Settings > API keys), sent as x-api-key. The free call account { op: "connections.requirements", service: "quoter" } lists exactly what to paste.

Can an AI agent delete or change things in Quoter?

Only if its key allows it, and only with an explicit confirmation. 9 Quoter actions are destructive, including delete an item (product), delete a supplier and delete a category. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Quoter API limit?

actionlake paces every call to the limits in the Quoter service file: 50 calls per 5 seconds per connection. Repeated reads are answered from cache (25 Quoter actions can be), which never reaches Quoter.

What does a Quoter action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (59 Quoter actions page). Cache hits, searches, dry runs and calls Quoter refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Quoter API does it cover?

The v1 (ScalePad-hosted Quoter API) at api.scalepad.com/quoter. It is built from Quoter's documentation as read on 23 October 2026. 59 actions in 17 areas, each one in the signed service file (version 1.0.0).

Can I combine Quoter with my other systems?

Yes. ask joins Quoter to NetSuite or HubSpot CRM on the same customer and returns the answer rather than every row. Quoter maps crm.contact, which 192 other connectors also map.

Does actionlake keep my Quoter data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to an hour, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Quoter credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

Give your agent Quoter today.

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.