KamoCRM

Quotes, service work, orders, the commerce pipeline and catalog, subscriptions and reserved opportunities for SIs (SITP TP17)

FeatureMCPGatewayService
Shipped
October 18, 2026 at 7:07 PM UTC
Author
Kamo
Commit
b1b11fc

86 tools over SecurityService as the SI member, each right checked there as well as here: - quotes_*: find, read (share links never carry their address), create, edit, revise, cancel, turn an accepted quote into an order, send (Kamo emails the customer's link: SEND_EXTERNAL_EMAIL, outreach gate), withdraw a link. No write carries a total. - service_*: work orders (find, read, open, edit, status, labour/parts lines, notes, vendors), the priced task catalog (search, read, save, delete), service requests (find, raise, accept: COMMIT_PRICING) and their vendor work orders. A job's sign-off and a visit's clock stay human. - orders_*: find, read, create and edit drafts (totals summed by SecurityService), status (PAID/REFUNDED are FINANCIAL_TRANSACTION), returns (approving one is money), fulfilments, notes (never customer-visible). - commerce_*: markets, the pipeline (HEALTHCARE left to the EHR), products, stock and its adjustment, products saved, shipments, draft orders, discounts, rentals, procurement (approving a purchase is money). - subscriptions_*: catalog and pricing, subscriptions (plan, seats, add-ons, renew: COMMIT_PRICING; cancel: DELETE_RECORD), orders (draft, edit, approve/activate), invoices (issue; mark paid/void/refund: FINANCIAL), agreements (read as text, issue), analytics. Never a payment method, a COMP order, custom pricing or an agreement's acceptance. - opportunities_*: reserved claims on leads (find, read, a lead's, file, ask more time, a manager's decisions; denying takes DELETE_OPPORTUNITIES). Commission terms stay a person's. The money tools ask FINANCIAL_TRANSACTION, which the charter forbids unless the organization allows it, so the default SI tools/list gains 82 of the 86. COMMIT_PRICING and FINANCIAL_TRANSACTION stay decision-only in approvals_request (a price or payment is often decided outside any tool). Guards: new prefixes, ContentReadTools, DisclosingTools, CollabTools, catalogue counts; the four tools/list snapshots grow by exactly these tools.

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