# QuoteChaser

> Follow up on open quotes

QuoteChaser helps contractors, trades and freelancers win more of the quotes they send: look up typical close rates and follow-up cadences by trade, plan follow-up dates for a quote (off weekends, before expiry), rank open quotes by value, likelihood and age with a today/wait/close-out action, forecast pipeline value with a likely range, analyze win rate from past quotes, and draft follow-up emails or texts. Planning only - it never sends messages or contacts customers.

## Use from an AI assistant

- MCP endpoint (Streamable HTTP, JSON profile): POST https://quote-chaser.magicteams.ai/mcp
- Directories: ChatGPT Apps, Claude Connectors, Meta Muse (search "QuoteChaser")
- Machine manifest: https://quote-chaser.magicteams.ai/.well-known/agent.json
- UCP discovery profile: https://quote-chaser.magicteams.ai/.well-known/ucp

## Tools

- get_trade_benchmarks: Get trade benchmarks — Look up rough typical close-rate range, decision time, quote validity and a suggested follow-up cadence for a trade (plumbing, roofing, painting, remodeling, freelance and more). Use when there is no quote history yet. Do NOT use for your own numbers; use analyze_win_rate.
- plan_follow_up_cadence: Plan follow-up cadence — Compute follow-up dates for one sent quote (fast 1/3/7/14, standard 2/5/10/20, long 3/7/14/30/45 days, or auto by trade), moved off weekends, with an expiry notice and no touches past expiry. Dates only; nothing is scheduled. Do NOT use to rank many quotes; use prioritize_open_quotes.
- prioritize_open_quotes: Prioritize open quotes — Rank 1-50 open quotes you list by value x win likelihood x freshness, and say which to follow up today, which to wait on (with the next date) and which to close out. Use for a daily follow-up list. Do NOT use for a pipeline total; use forecast_pipeline.
- forecast_pipeline: Forecast pipeline — Forecast expected revenue from 1-200 open quotes you list: open value, expected value, likely range (+/- one standard deviation), expected wins and an age breakdown. Use for planning cash flow or capacity. Do NOT use to decide who to call today; use prioritize_open_quotes.
- analyze_win_rate: Analyze win rate — Compute win-rate stats from 3-500 past quotes you list (won, lost, no_response): win rate by count and value, by value band and job type, days to win, a typical-range comparison by trade and insights. Use to learn from your history. Do NOT use for typical figures without history; use get_trade_benchmarks.
- draft_follow_up_message: Draft follow-up message — Draft (never send) a quote follow-up email or text for one step: check_in, value_reminder, expiry_notice or close_out, with subject, character count and SMS segments. Use once you know who to contact. Do NOT use to pick follow-up dates; use plan_follow_up_cadence.

All tools are free, compute per request, and store nothing.

## Operator

MagicTeams — support@magicteams.ai — https://quote-chaser.magicteams.ai/support