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GHL MCP Guide
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Estimate Operations

Invoices & Estimates · Intermediate · Updated March 2026

Send estimates to contacts and convert approved estimates into invoices to streamline the proposal-to-billing workflow.

Estimate Operations handles the two most important actions on estimates: sending them to clients and converting approved estimates into invoices. This is the bridge between proposal and payment.

What This MCP Tool Does

This tool delivers estimates to contacts and converts them into invoices when approved. The send action notifies the client. The convert action creates an invoice from the estimate data, completing the proposal-to-billing pipeline.

Endpoint Reference

Send an estimate: POST /estimates/{estimateId}/send Deliver the estimate to the associated contact via email.

Convert to invoice: POST /estimates/{estimateId}/convert Create an invoice from the estimate’s line items and terms.

Authentication

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

Key Parameters

For sending:

  • The estimate must have an associated contact with a valid email address

For conversion:

  • The estimate is used as the source for the new invoice
  • Line items, amounts, and terms carry over to the invoice

Important Notes

Converting an estimate to an invoice creates a new invoice record. The original estimate remains in the system as a reference. This preserves the proposal history even after billing begins.

The conversion is typically triggered after client approval. In automated workflows, this might happen when a client clicks an approval link, when a deal moves to a specific pipeline stage, or when a team member manually triggers it.

Sending an estimate is the client-facing step. The client receives an email with the estimate details and can review the proposed scope and pricing. Build your follow-up automation around the send event.

Common Questions

Does converting an estimate automatically send the invoice? No. Conversion creates the invoice. You still need to send it separately using Invoice Operations. This gives you a chance to review the invoice before the client sees it.

Can I convert a partially approved estimate? The convert endpoint creates an invoice from the full estimate. For partial approvals, update the estimate to reflect only the approved items before converting.

Is there a webhook for estimate approval? Check GHL’s webhook event documentation for estimate-related events. If available, you can trigger the conversion automatically when a client approves.

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