Kaseya Quote Manager Tools
Written By Christopher Scaminaci
Last updated 7 days ago
Kaseya Quote Manager Tools
kqm_ · 45 tools · Free 45
Kaseya Quote Manager API; raw JSON passthrough.
All connector tools · Kaseya Quote Manager setup guide
Kaseya Quote Manager tool groups
- Catalog — 10 tools
- Customers — 6 tools
- Quotes — 6 tools
- Sales Orders — 6 tools
- Purchase Orders — 6 tools
- Operations — 5 tools
- Analytics — 6 tools
Catalog
kqm_get_brand_by_id details
kqm_get_brand_by_id details
[KQM] Retrieve a single brand (manufacturer) by its KQM ID. Returns brand name and metadata. Use `kqm_list_brands` to discover valid brand IDs.
kqm_get_category_by_id details
kqm_get_category_by_id details
[KQM] Retrieve a single product category by its KQM ID. Use `kqm_list_categories` to discover valid category IDs.
kqm_get_product_by_id details
kqm_get_product_by_id details
[KQM] Retrieve a single product by its KQM ID. Returns product name, SKU, brand, category, pricing, and other metadata. Use `kqm_list_products` to discover valid product IDs.
kqm_get_product_supplier_by_id details
kqm_get_product_supplier_by_id details
[KQM] Retrieve a single product-supplier link by its KQM ID. Use `kqm_list_product_suppliers` to find valid IDs.
kqm_list_brands details
kqm_list_brands details
[KQM] List product brands (manufacturers) in the KQM catalog. Returns brand IDs and names used to classify products. Use this to discover valid brand IDs before filtering products by brand. Results are page-based (max 100 per page).
kqm_list_categories details
kqm_list_categories details
[KQM] List all product categories in the KQM catalog. Returns a bare array of category objects. This endpoint returns the full set in one call (no pagination) — KQM does not expose `page` or `modifiedAfter` for categories. Use to resolve category IDs referenced on products.
kqm_list_product_images details
kqm_list_product_images details
[KQM] List product images, optionally scoped to a single product. Returns image URLs and metadata. This list endpoint has no matching `get_by_id` in KQM — use the response `productID` field to join back to `kqm_get_product_by_id`.
kqm_list_product_suppliers details
kqm_list_product_suppliers details
[KQM] List product-supplier links, optionally scoped to a single product. Each record ties a product to one of its suppliers with per-supplier cost and SKU. Use `kqm_list_products` to find product IDs and `kqm_list_suppliers` to find supplier IDs.
kqm_list_products details
kqm_list_products details
[KQM] List products in the KQM catalog with optional filtering by manufacturer part number or modification time. Use this to discover product IDs before drilling into images, suppliers, or sales-order lines. Pair with `kqm_list_brands`/`kqm_list_categories` for filtering on the client side.
kqm_list_suppliers details
kqm_list_suppliers details
[KQM] List vendors/suppliers in the KQM catalog. Returns supplier IDs and names referenced by products and purchase orders. Use with `kqm_get_supplier_by_id` (in Operations) to drill into an individual supplier.
Customers
kqm_get_contact_by_id details
kqm_get_contact_by_id details
[KQM] Retrieve a single customer contact by its KQM ID. Use `kqm_list_contacts` to discover valid IDs.
kqm_get_customer_address_by_id details
kqm_get_customer_address_by_id details
[KQM] Retrieve a single customer address by its KQM ID. Use `kqm_list_customer_addresses` to discover valid IDs.
kqm_get_customer_by_id details
kqm_get_customer_by_id details
[KQM] Retrieve a single customer by its KQM ID. Use `kqm_list_customers` to discover valid IDs.
kqm_list_contacts details
kqm_list_contacts details
[KQM] List customer contacts (people) in KQM. When `customerID` is supplied, only contacts for that customer are returned. Use `kqm_list_customers` to find valid customer IDs first.
kqm_list_customer_addresses details
kqm_list_customer_addresses details
[KQM] List customer shipping/billing addresses. When `customerID` is supplied, only addresses for that customer are returned. Use `kqm_list_customers` to find valid customer IDs.
kqm_list_customers details
kqm_list_customers details
[KQM] List customers (companies that KQM quotes or sells to). Returns customer IDs and core metadata. Use this to resolve customer IDs referenced by quotes, sales orders, contacts, and addresses.
Quotes
kqm_get_quote_by_id details
kqm_get_quote_by_id details
[KQM] Retrieve a single quote by its KQM ID, including header fields, totals, and status. Use `kqm_list_quotes` to discover IDs, and pair with `kqm_list_quote_sections` to walk the quote body.
kqm_get_quote_line_by_id details
kqm_get_quote_line_by_id details
[KQM] Retrieve a single quote line by its KQM ID. Use `kqm_list_quote_lines` to discover valid IDs.
kqm_get_quote_section_by_id details
kqm_get_quote_section_by_id details
[KQM] Retrieve a single quote section by its KQM ID. Use `kqm_list_quote_sections` to discover valid IDs.
kqm_list_quote_lines details
kqm_list_quote_lines details
[KQM] List line items for a specific quote section. Call `kqm_list_quote_sections` first to obtain the `quoteSectionID` required by this tool — quote lines are scoped to sections, not directly to quotes.
kqm_list_quote_sections details
kqm_list_quote_sections details
[KQM] List quote sections, typically scoped to a single quote. Call this before `kqm_list_quote_lines` to obtain the `quoteSectionID` values required to fetch lines. Use `kqm_list_quotes` to find the parent quote ID.
kqm_list_quotes details
kqm_list_quotes details
[KQM] List sales quotes. Optionally filter by quote number, modification time, or status. Status is filtered client-side after fetching (KQM does not support a status query parameter); may require larger page sizes for accurate counts across large tenants.
Sales Orders
kqm_get_sales_order_by_id details
kqm_get_sales_order_by_id details
[KQM] Retrieve a single sales order by its KQM ID, including header fields, totals, customer link, and status. Use `kqm_list_sales_orders` to discover IDs and `kqm_list_sales_order_lines` to enumerate line items.
kqm_get_sales_order_line_by_id details
kqm_get_sales_order_line_by_id details
[KQM] Retrieve a single sales-order line by its KQM ID. Use `kqm_list_sales_order_lines` to discover valid IDs.
kqm_get_sales_order_payment_by_id details
kqm_get_sales_order_payment_by_id details
[KQM] Retrieve a single sales-order payment by its KQM ID. Use `kqm_list_sales_order_payments` to discover valid IDs.
kqm_list_sales_order_lines details
kqm_list_sales_order_lines details
[KQM] List line items for a specific sales order. Use `kqm_list_sales_orders` to obtain the `salesOrderID`, or call without it to page across all sales-order lines in the tenant.
kqm_list_sales_order_payments details
kqm_list_sales_order_payments details
[KQM] List payments recorded against a sales order. Use `kqm_list_sales_orders` to find the parent `salesOrderID`, or omit the filter to enumerate payments across all orders.
kqm_list_sales_orders details
kqm_list_sales_orders details
[KQM] List sales orders. Optionally filter by order number, modification time, or status. Status is filtered client-side after fetching (KQM does not support a status query parameter); may require larger page sizes for accurate counts across large tenants.
Purchase Orders
kqm_get_purchase_order_by_id details
kqm_get_purchase_order_by_id details
[KQM] Retrieve a single purchase order by its KQM ID, including header fields, totals, supplier link, and status. Use `kqm_list_purchase_orders` to discover IDs. Pair with `kqm_list_purchase_order_lines` and `kqm_list_purchase_order_costs`.
kqm_get_purchase_order_cost_by_id details
kqm_get_purchase_order_cost_by_id details
[KQM] Retrieve a single purchase-order cost record by its KQM ID. Use `kqm_list_purchase_order_costs` to discover valid IDs.
kqm_get_purchase_order_line_by_id details
kqm_get_purchase_order_line_by_id details
[KQM] Retrieve a single purchase-order line by its KQM ID. Use `kqm_list_purchase_order_lines` to discover valid IDs.
kqm_list_purchase_order_costs details
kqm_list_purchase_order_costs details
[KQM] List ancillary cost records (freight, duty, etc.) attached to a purchase order. Use `kqm_list_purchase_orders` to find the parent `purchaseOrderID`, or omit the filter to enumerate across all POs.
kqm_list_purchase_order_lines details
kqm_list_purchase_order_lines details
[KQM] List line items for a specific purchase order. Use `kqm_list_purchase_orders` to find the parent `purchaseOrderID`, or omit the filter to enumerate lines across all POs.
kqm_list_purchase_orders details
kqm_list_purchase_orders details
[KQM] List purchase orders. Optionally filter by order number, modification time, status, or PO type. Status and type filters are applied client-side after fetching (KQM does not support these as query parameters); may require larger page sizes for accurate counts across large tenants.
Operations
kqm_get_employee_by_id details
kqm_get_employee_by_id details
[KQM] Retrieve a single employee by its KQM ID. Use `kqm_list_employees` to discover valid IDs.
kqm_get_supplier_by_id details
kqm_get_supplier_by_id details
[KQM] Retrieve a single supplier (vendor) by its KQM ID. Use `kqm_list_suppliers` (in Catalog) to discover valid IDs.
kqm_get_warehouse_by_id details
kqm_get_warehouse_by_id details
[KQM] Retrieve a single warehouse by its KQM ID. Use `kqm_list_warehouses` to discover valid IDs.
kqm_list_employees details
kqm_list_employees details
[KQM] List KQM employees (sales reps and other users). Returns employee IDs referenced by quotes and sales orders as the owner/assignee. Use this to resolve human-readable names from owner IDs.
kqm_list_warehouses details
kqm_list_warehouses details
[KQM] List warehouses (stocking locations) configured in KQM. Returns warehouse IDs referenced by inventory-bearing sales-order and purchase-order lines.
Analytics
kqm_customer_spend_summary details
kqm_customer_spend_summary details
[KQM] Composite per-customer spend summary: for the given customer, rolls up all sales orders, their line items, and their payments, returning aggregate revenue, cost, outstanding balance, and per-order detail. Performance Hint: issues up to 50 list pages + up to 200 per-order fetches for lines and payments each. Returns `_partial: true` if caps trigger. At KQM's 60 req/min limit, expect composites to take 2-5 minutes for large tenants — call sparingly.
kqm_pipeline_summary details
kqm_pipeline_summary details
[KQM] Composite pipeline summary: counts and total/cost by quote status. Aggregates across all quotes returned by `kqm_list_quotes`, bucketed by status (Draft, Sent, Viewed, Won, PendingApproval, Approved, Declined). Performance Hint: issues up to 50 list-page calls on the quote endpoint. Returns `_partial: true` if caps trigger. At KQM's 60 req/min limit, expect composites to take 2-5 minutes for large tenants — call sparingly.
kqm_product_velocity_report details
kqm_product_velocity_report details
[KQM] Composite per-product velocity: units sold, revenue, and unique customer count across sales-order lines. Aggregated from all sales-order lines matching the filter. Unique-customer counts require fetching each parent sales order, so fan-out is capped at 200 orders. Performance Hint: issues up to 50 list-page calls on sales-order-lines + up to 200 sales-order detail fetches. Returns `_partial: true` if caps trigger. At KQM's 60 req/min limit, expect composites to take 2-5 minutes for large tenants — call sparingly.
kqm_purchase_vs_sales_reconciliation details
kqm_purchase_vs_sales_reconciliation details
[KQM] Composite reconciliation for a single sales order: compares the sales-order lines against matching purchase-order lines (joined by productID), flagging quantity mismatches. Useful for checking drop-ship or stock-out coverage. Performance Hint: issues up to 50 list-page calls on sales-order-lines + up to 50 on purchase-order-lines. Returns `_partial: true` if caps trigger. At KQM's 60 req/min limit, expect composites to take 2-5 minutes for large tenants — call sparingly.
kqm_quote_conversion_funnel details
kqm_quote_conversion_funnel details
[KQM] Composite quote funnel: total quotes by status, win rate (won / (won + declined)), conversion rate (won / total), and average days from creation to close for won quotes. Performance Hint: issues up to 50 list-page calls on the quote endpoint. Returns `_partial: true` if caps trigger. At KQM's 60 req/min limit, expect composites to take 2-5 minutes for large tenants — call sparingly.
kqm_sales_order_margin_report details
kqm_sales_order_margin_report details
[KQM] Composite margin report: for each sales order (up to 200), fetches its line items and computes (unitPrice - unitCost) * quantity. Returns aggregate revenue, cost, margin, and per-order detail. Performance Hint: issues up to 50 list pages + up to 200 per-order line fetches (each of which may page up to 50 times). Returns `_partial: true` if caps trigger. At KQM's 60 req/min limit, expect composites to take 2-5 minutes for large tenants — call sparingly.
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