• PENDING
  • APPROVED
  • REJECTED
  • HUMAN

How to update quote statuses with your AI

Connect Paperless Parts to your AI client once. After that, you can manage your entire quoting pipeline through simple chat commands.

Ask AI about this page

Short answer

How do I change quote statuses in Paperless Parts using AI?

Your AI uses the Paperless Parts MCP to find specific quotes and change their status. You just tell your agent which quote to move and where it needs to go.

Quote outcomes

Where your quotes end up.

The AI moves data between these specific states based on your instructions.

PENDING

New quote requests

The AI identifies quotes that haven't been touched yet. You can use this to pull a list of everything waiting for review.

APPROVED

Ready for production

Once you confirm a price, the AI marks the quote as approved. This moves the job forward in your workflow.

REJECTED

Closed out quotes

If a job isn't a fit, tell your AI to reject it. This keeps your active list clean and organized.

HUMAN

Manual review needed

If a quote is missing data or looks wrong, the AI stops. You handle the edge cases that require a person's eyes.

The workflow

What your AI does when a status change is requested.

The AI handles the data entry and lookup so you can stay focused on the math.

  1. Find the quote

    The AI looks through your Paperless Parts account to find the exact quote you're talking about.

    list_quotesget_quote

  2. Verify details

    It checks the current status and ID to make sure it's targeting the right record.

    get_quote

  3. Apply the update

    The AI pushes the new status to the system immediately.

    update_quote_status

  4. Confirm completion

    The agent tells you the update worked so you can move to the next task.

    get_quote

Try it

Copy these to start.

Use these prompts to trigger actions in Paperless Parts.

Starting points

These are basic templates. Swap out the quote IDs or names with your actual Paperless Parts data.

Paperless Parts Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_HwxFR9fZK5sCpVYtR1TeVh4mAzfZUsmzDCys9Dqp/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Paperless Parts capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "paperless-parts-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_HwxFR9fZK5sCpVYtR1TeVh4mAzfZUsmzDCys9Dqp/mcp"
    }
  }
}
Copy into chat04

  • List all my pending quotes in Paperless Parts.

  • Get the details for quote ID 12345.

  • Change the status of quote 98765 to approved.

  • Find the quote for the Acme Corp order and mark it as rejected.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Paperless Parts once, then ask.

Just follow the link to connect your account. Your credentials stay encrypted and secure, and you'll be ready to chat with your quotes immediately.

Connect Paperless Parts to your AI

FAQ

How the status updates work

  • 01

    Can the AI delete a quote?

    No. The AI can only update the status of existing quotes.

  • 02

    Does the AI change the actual quote price?

    No. The AI is limited to updating the status field.

  • 03

    How does the AI know which quote I mean?

    It uses the quote ID or name you provide to look up the specific record.

  • 04

    Can I use this with any AI?

    You can use it with any MCP-compatible client like Claude, Cursor, or Windsurf.

  • 05

    Will the AI notify my customers when I approve a quote?

    No. The AI only updates the status within Paperless Parts.

  • More questions about Paperless Parts? The Connector page answers them. See everything the Paperless Parts Connector can do

Connect Paperless Parts to Claude, Cursor, ChatGPT & more