canonical: https://jentic.com/apis/epicorsaas.com/epicorsaas # Epicorsaas DragonEdgeIntegration The DragonEdge Integration API creates sales quotes in Epicor Kinetic ERP by invoking the CreateQuote function. A single POST operation accepts a dataset of Customer, Project, and QuoteHed rows and returns the generated quote number so a calling system can reference the new quote. It is a focused integration endpoint published for the ADF Group Epicor environment rather than a full ERP surface. Access is authorized with OAuth 2.0 using the epicor_erp and idp_access scopes. ## For AI agents Create sales quotes in Epicor Kinetic ERP: invoke the CreateQuote function with a Customer, Project, and QuoteHed dataset and read back the generated quote number. ## Scope Does not handle order fulfilment, invoicing, inventory, or reading existing quotes. Use for creating a sales quote in Epicor Kinetic through the CreateQuote function only. ## Capabilities - Create a sales quote in Epicor Kinetic by invoking the CreateQuote function via POST /CreateQuote - Submit Customer, Project, and QuoteHed rows together in the ds dataset payload - Read the generated QuoteNum back from the kineticOutput response to reference the new quote ## Use cases ### AI agent quote creation in Epicor An AI sales assistant turns a qualified opportunity into an Epicor quote without a person opening the ERP. Through Jentic it discovers the CreateQuote operation, submits the customer, project, and quote-header rows, and reads back the quote number to attach to the deal. Jentic injects the OAuth credential at call time, so the agent never holds it. Example prompt: Search Jentic for 'create a sales quote in Epicor', call POST /CreateQuote with a ds payload containing Customer, Project, and QuoteHed rows, then read QuoteNum from kineticOutput ### CRM-to-ERP quote hand-off Sales opportunities live in a CRM, but the priced quote has to exist in Epicor Kinetic to drive the order. This endpoint takes the opportunity's customer and project context and creates the matching Epicor quote header, returning its number so the CRM record can link straight to it. That removes the manual re-keying between the two systems. Example prompt: Build the ds dataset from the CRM opportunity's customer and project, call POST /CreateQuote, and write the returned QuoteNum back onto the CRM opportunity ### Automated quote intake Inbound requests for a price, from a web form or a partner feed, can be converted into Epicor quotes as they arrive. A worker shapes each request into the Customer, Project, and QuoteHed rows the CreateQuote function expects and submits it, so every priced request becomes a tracked Epicor quote. The response quote number gives downstream steps a stable reference. Example prompt: For each inbound price request, call POST /CreateQuote with the mapped Customer, Project, and QuoteHed rows and store the returned QuoteNum for the follow-up order step ## Key resources - **CreateQuote** — Epicor Kinetic function that creates a sales quote from a Customer, Project, and QuoteHed dataset and returns the generated quote number ## AI readiness This API is usable in Jentic One now. Its AI-readiness score against Jentic's framework shows where it stands today and where improvements would make it even easier for agents to use. - **Score:** 0 / 100 - **Maturity:** Non-Ready - **Dimensions:** - Foundational Compliance: 100 / 100 - Developer Experience & Jentic Compatibility: 77 / 100 - AI-Readiness & Agent Experience: 35 / 100 - Agent Usability: 94 / 100 - Security: 90 / 100 - AI Discoverability: 0 / 100 - **View full report:** https://jentic.com/apis/epicorsaas.com/epicorsaas/scorecard - **How the score is calculated:** https://docs.jentic.com/reference/api-readiness-framework/overview/ - **More about the dimensions:** https://docs.jentic.com/reference/api-readiness-framework/specification/#dimensional-model-overview ### Score it yourself Every API in the directory is allowlisted, so you can re-score it with no key required. - **Score your own API:** https://jentic.com/scorecard.md - **Scoring CLI agent skill:** https://github.com/jentic/jentic-api-scorecard/blob/main/skills/jentic-api-scorecard/SKILL.md ```sh npx @jentic/api-scorecard-cli score ``` ## Why Jentic - **Setup:** Wiring the DragonEdge Integration API by hand means running the Epicor OAuth authorization-code flow, carrying the epicor_erp and idp_access scopes, and shaping the Customer, Project, and QuoteHed dataset yourself. Through Jentic you install once, import it from the API Directory, store the credential once, and your agent calls it. - **Permission scoping:** This API exposes a single operation, so a rule simply decides whether your agent may invoke CreateQuote. You choose whether that operation is included, so the agent can create Epicor quotes only when you allow it and can reach nothing else through this surface. - **Credential handling:** Your Epicor OAuth credential is stored once, encrypted, by your own Jentic One instance and injected at execution time. It never enters the agent's prompt, logs, or context. - **Discovery method:** Agents search Jentic by intent such as 'create a sales quote in Epicor', and Jentic returns the CreateQuote operation with its input schema so the agent builds the ds dataset and calls the right endpoint without browsing the reference docs. ## Related APIs - **Claro CPQ Quotes API** — Dedicated configure-price-quote API for creating and managing sales quotes - **Salesforce API** — CRM platform that models opportunities and quotes as first-class objects with rich query and update support - **Order Time REST API** — Order and inventory management that picks up where a quote becomes a sales order ## FAQ ### What authentication does the DragonEdge Integration API use? The DragonEdge Integration API authorizes with OAuth 2.0 using the authorization-code flow and the epicor_erp and idp_access scopes, per its OpenAPI spec. When you call it through Jentic, the token is stored encrypted by your own Jentic One instance and injected at execution time, so it never enters the agent's prompt, logs, or context. ### Can I create an Epicor sales quote with the DragonEdge Integration API? Yes. Call POST /CreateQuote with a ds dataset that carries Customer, Project, and QuoteHed rows, and the Epicor Kinetic function creates the quote and returns it under kineticOutput. The returned QuoteNum is the handle you use to reference the new quote downstream. ### What does the DragonEdge Integration API return when it creates a quote? The response carries a kineticOutput object echoing the Customer, Project, and QuoteHed rows, where the QuoteHed row includes the generated QuoteNum along with the purchase-order number PONum. Read QuoteNum to link the new Epicor quote to your own record. ### What are the rate limits for the DragonEdge Integration API? The OpenAPI spec does not specify rate limits for this Epicor function endpoint. Check your Epicor environment's documentation for server limits, and have your agent retry with backoff when the API signals that it is being throttled. ### How do I create a quote through Jentic? Search Jentic for 'create a sales quote in Epicor' to load the CreateQuote operation with its input schema, then call POST /CreateQuote with your Customer, Project, and QuoteHed rows and read the returned QuoteNum. To run it on your own infrastructure, install Jentic One from its GitHub repo. ### Can I limit what my agent is allowed to do with the DragonEdge Integration API? Yes. Because you run Jentic One yourself, you decide whether the agent may invoke the CreateQuote operation. With one write operation on this surface, allowing it lets the agent create Epicor quotes and nothing else, and every call it makes is logged; leave it out and the agent cannot reach Epicor through this API at all.