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GHL MCP Guide
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Estimate CRUD

Invoices & Estimates · Intermediate · Updated March 2026

Create, read, update, and delete estimates with line items and terms that can be converted to invoices once approved by the client.

Estimate CRUD manages proposals and quotes in GHL. Send a prospect an estimate, they approve it, and it converts to an invoice. The proposal-to-payment pipeline in a single flow.

What This MCP Tool Does

This tool handles the full lifecycle of estimate documents. Create estimates with itemized line items and terms, update them during negotiation, list all estimates for tracking, and delete drafts that are no longer needed.

Endpoint Reference

Create an estimate: POST /estimates Create a new estimate with contact association, line items, and terms.

List all estimates: GET /estimates Retrieve all estimates with filtering by status and date.

Update an estimate: PUT /estimates/{estimateId} Modify estimate details during the proposal process.

Delete an estimate: DELETE /estimates/{estimateId} Remove a draft estimate.

Authentication

Requires a Private Integration Token (PIT) with the invoices scope enabled. Estimates share the invoices scope.

Key Parameters

When creating an estimate:

  • contactId — the prospect or client receiving the estimate
  • items — array of line items with descriptions, quantities, and pricing
  • validUntil — expiration date for the estimate
  • title — estimate title or project reference
  • notes — terms, conditions, or additional context

Important Notes

Estimates are pre-billing documents. They do not affect accounting or revenue until converted to invoices through Estimate Operations.

The estimate-to-invoice conversion is a key workflow. When a client approves an estimate, the conversion creates an invoice with the same line items and terms. This eliminates double data entry and ensures the invoice matches what was agreed upon.

Generate estimate numbers through Estimate Number Gen before creating estimates to maintain proper sequencing.

Common Questions

How do I convert an estimate to an invoice? Use Estimate Operations to convert. The conversion creates a new invoice with the estimate’s line items and terms.

Can a client approve an estimate through a link? When sent via Estimate Operations, the client receives a link to view and potentially approve the estimate. Check the platform for approval workflow details.

Can I create an estimate without associating it to a contact? Estimates require a contact association since they are sent to a specific person or business.

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