# Better Proposals MCP for AI Agents AI Agent Connect

> Better Proposals MCP lets you manage your entire sales document workflow through your AI agent. You can create proposals, manage CRM contacts, browse templates, and check performance metrics without switching tabs. It turns your agent into a sales operations assistant.

## Overview
- **Category:** document-management
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_IxNazBXg3DekU9lpUNVjLqpWdDkaFXhO1XA6MgZq/ai-agent-connect
- **Tags:** proposal-management, contract-automation, sales-workflow, client-management, document-tracking

## Description

Better Proposals is an Connector that connects your sales document workflow directly to your AI agent. Instead of hunting through a dashboard to find a specific client or a past proposal, you can just tell your agent what you need in plain English. If you're closing a deal, you can ask your agent to pull up a specific template or list your recent proposals to see what's pending. It handles the tedious parts of sales administration like creating new contacts or checking company details so you can stay focused on the actual conversation. Because this Connector is part of the Vinkius catalog, you can bring these capabilities into any AI client you already use. It's about moving from manual data entry and tab-switching to a conversational way of handling your sales pipeline. You get a direct line to your proposal data, making it easier to stay organized and responsive to your clients without the usual friction of clicking through multiple menus.

## Tools

### get_contact
Pull specific details for a single contact. This helps you find phone numbers or emails quickly without searching your CRM.

### create_contact
Add a new person to your CRM database. This lets you log new leads as they come in during a conversation.

### create_proposal
Generate a new professional proposal document. This creates a new record in your account instantly.

### get_analytics
Pull performance data and status updates for your documents. Use this to see how many proposals are getting signed.

### get_company
Retrieve specific details for a particular company. This helps you get the right context before sending a quote.

### get_proposal
Fetch the full details of a specific proposal. Use this to see the status and content of a document you've already sent.

### list_companies
See a list of every company in your CRM. This is useful for getting an overview of your current client base.

### list_contacts
View all contacts associated with your account. Use this to find people you need to reach out to.

### list_proposals
See all proposals you've sent or created. It gives you a quick way to see what's currently in your pipeline.

### list_templates
Browse your library of saved proposal templates. This helps you pick the right design for a new deal.

## Prompt Examples

**Prompt:** 
```
Show me all the proposals I sent this month.
```

**Response:** 
```
I've pulled your proposal history for this month. Here is the summary:

| Proposal Name | Status | Date Sent |
| :--- | :--- | :--- |
| **Website Redesign** | Pending Signature | Oct 12 |
| **SEO Audit Q4** | Viewed | Oct 14 |
| **Logo Design** | Signed | Oct 15 |

Would you like me to follow up on the pending ones?
```

**Prompt:** 
```
Add a new contact: Sarah Jenkins at sarah@example.com.
```

**Response:** 
```
I've added **Sarah Jenkins** (sarah@example.com) to your CRM. 

Would you like me to find a relevant template to start a proposal for her?
```

**Prompt:** 
```
What's the status of the 'Office Reno' proposal?
```

**Response:** 
```
The **Office Reno** proposal is currently marked as **Viewed**. 

It was last accessed 2 days ago. Would you like to see the analytics for this specific document or list your other pending proposals?
```

## Capabilities

### Create sales proposals
Generate new professional documents for your clients using your saved templates.

### Manage CRM records
Add new contacts or pull existing company details into your current conversation.

### Browse proposal templates
Look through your library of saved designs to find the right starting point for a deal.

### Track proposal status
See which documents are pending, signed, or need follow-up actions.

### View sales analytics
Get performance data on your outgoing proposals to see what's working.

## Use Cases

### Quick quote generation
A rep needs to send a quote but can't remember the client's company size. They ask the agent to use get_company to grab the details and then create_proposal to send the right quote.

### Weekly pipeline audit
An account manager needs to see what's pending for the week. They use list_proposals to get a summary of all documents waiting for signatures so they can follow up on the most important ones.

### On-the-fly lead logging
A new lead is interested but isn't in the system yet. The user tells the agent to use create_contact to add them to the CRM and list_templates to see which proposal fits their needs.

### Sales performance check
A manager wants to know if the new pricing is working. They use get_analytics to pull the latest performance data and see how many proposals were accepted this month.

## Benefits

- Stop switching tabs between your CRM and your proposal tool because you can get contact info with get_contact directly in your chat.
- Speed up document creation by using list_templates to find the right starting point for a new deal in seconds.
- Stay on top of your pipeline by using list_proposals to see exactly what needs attention right now without opening a dashboard.
- Keep your data clean by using create_contact to add new leads while you're still in the middle of a conversation with a client.
- Make better sales decisions by using get_analytics to see how your documents are performing in real time.

## How It Works

The bottom line is you get a conversational interface for your entire sales document library.

1. Connect your Better Proposals API key to the Connector.
2. Open your preferred AI client like Claude or Cursor.
3. Ask the agent to pull data, list documents, or create new records.

## Frequently Asked Questions

**Can I use Better Proposals MCP to see my active deals?**
Yes. You can ask your agent to list your proposals to see which ones are pending, viewed, or signed, giving you an instant overview of your pipeline.

**How does Better Proposals MCP help with CRM data?**
It lets you pull contact and company details directly into your chat. You can also add new contacts on the fly without leaving your conversation.

**Can I create new proposals with the Better Proposals MCP?**
Absolutely. You can tell your agent to create a new proposal, and it will generate the document in your account using your saved templates.

**Does Better Proposals MCP work with my existing templates?**
Yes. The Connector can list your saved templates so you can choose the best one for your new documents.

**How can Better Proposals MCP help my sales team stay organized?**
It centralizes your document management. Instead of searching through folders, your team can use natural language to find exactly what they need.

**Can I see my sales performance using Better Proposals MCP?**
Yes. You can request analytics to see how your proposals are performing, helping you understand which documents are closing the most deals.

**Can I see if a client has opened my proposal using the agent?**
Yes! Use the `get_proposal` tool with the Proposal ID. Your agent will fetch the latest status, which includes whether the proposal has been viewed, signed, or paid.

**How do I list all my saved proposal templates?**
Simply ask the agent to `list_templates`. It will retrieve all the proposal templates available in your account for you to review and use.

**Does the integration allow me to create a new contact?**
Yes! Use the `create_contact` action with the name and email. Your agent will register the new contact in your Better Proposals CRM instantly.