Opportunities and quotes
Track what is quoted and what is open. 6 tools; each one below with what it does and the guardrail on it.
| Tool | What it does | Guardrail |
|---|---|---|
| create_opportunity | Add an opportunity to a lead. | Duplicate check before create: it searches first and stops if the record already exists. Read-back verification: after the write, the connector reads the record back and reports what actually landed. |
| update_opportunity | Change an opportunity. | Per-user attribution: the change is made with the asking person's own AgencyZoom login. Read-back verification: after the write, the connector reads the record back and reports what actually landed. |
| list_opportunities | List a lead's opportunities. | Read only. Nothing in AgencyZoom changes. |
| create_quote | Record a quote. | Staged for a licensed human: binding and coverage decisions stay with a licensed person. Read-back verification: after the write, the connector reads the record back and reports what actually landed. |
| update_quote | Change a recorded quote. | Per-user attribution: the change is made with the asking person's own AgencyZoom login. Read-back verification: after the write, the connector reads the record back and reports what actually landed. |
| list_quotes | List the quotes on a lead. | Read only. Nothing in AgencyZoom changes. |
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