# Bidsketch MCP for AI Agents AI Agent Connect > Bidsketch MCP. Connect your Bidsketch account to your AI agent to manage sales proposals, track client views, and handle client data automatically. Stop manual status checks and let your agent handle the heavy lifting of proposal orchestration and client database management. ## Overview - **Category:** document-management - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_1qBuhxNsnhpU26ZLuzgTlAH2BrQvbxAa37x6tkjx/ai-agent-connect - **Tags:** proposal-management, contract-automation, sales-cycle, client-management, document-tracking, e-signature ## Description This Connector connects your sales proposal platform to your AI agent so you can manage the entire sales cycle through a simple conversation. Instead of jumping between tabs to check if a prospect opened a document or what the current pricing is, you can just ask your agent for the status. It handles the grunt work of pulling data from your proposal library and keeping your client records organized. When you're ready to send a new quote, your agent can pull the right template and get it ready for you based on your specific needs. It's about moving from manual data entry to just telling your agent what needs to happen next. This works perfectly within the Vinkius catalog, giving you a way to keep your revenue operations moving without the constant context switching. You get a clear picture of your pipeline and your clients without ever having to dig through a dashboard. When you use this, you can ask your agent to summarize the current status of your entire pipeline or find out which specific pricing components are included in a deal. It removes the need to keep multiple tabs open to cross-reference your client list with your active quotes. You can also tell your agent to add a new prospect and immediately pull up the correct brand template to start a new proposal. It turns your sales workflow into a conversation where the agent handles the data retrieval and record keeping. ## Tools ### create_client Create a new client record in your database. This lets you add prospects quickly without manual entry. ### create_proposal Create a new proposal using a JSON string. Use this to generate new sales documents on the fly. ### get_proposal_details Get specific proposal details. This lets you see pricing and status for a single deal. ### list_clients List all clients. Use this to see your full directory of prospects and organizations. ### list_proposals List all sales proposals. This gives you a bird's eye view of your entire active pipeline. ### list_templates List all proposal templates. Access your library of brand-styled content to ensure consistency. ## Prompt Examples **Prompt:** ``` Which of my proposals have been viewed in the last 24 hours? ``` **Response:** ``` I've checked your active pipeline. The **Website Redesign** proposal was viewed 3 times today. The **SEO Strategy** document hasn't been opened yet. Would you like me to pull the pricing details for the 'Website Redesign'? ``` **Prompt:** ``` Create a new client called 'TechFlow' for 'Sarah Jenkins' at 'sarah@techflow.com'. ``` **Response:** ``` I've added **TechFlow** to your directory. I also created a new client profile for **Sarah Jenkins**. Would you like to see your available templates to start a new proposal for them? ``` **Prompt:** ``` Give me the total value and status for proposal ID prop_998. ``` **Response:** ``` Proposal **prop_998** ('Enterprise Migration') is currently in **Sent** status. The total contract value is **$12,500.00**. I can also pull the full fee breakdown if you need it. ``` ## Capabilities ### Pull active proposal statuses Get real-time updates on which documents your prospects are viewing. ### Create new client profiles Add new prospects and organizations to your database automatically. ### Generate new proposals Build out new sales documents using specific JSON data strings. ### Browse proposal templates Access your library of brand-styled templates for consistent output. ### Inspect pricing details See the granular fee breakdowns and high-fidelity descriptions for specific deals. ## Use Cases ### The Where are they check A freelancer asks the agent which proposals have been viewed today to prioritize follow-up calls. ### The New Lead workflow An AE adds a new company and person to the database and creates a placeholder proposal in one go. ### The Pricing Audit A manager asks for a breakdown of the fees in a specific proposal to prepare for a budget review. ### The Template Check A designer wants to see what brand templates are available before building a new high-fidelity quote. ## Benefits - Faster deal closure because you can use create_proposal to get quotes out the door in seconds. - Better visibility into your pipeline by using list_proposals to see every active deal in one place. - Consistent branding across every quote by pulling from your library with list_templates. - Less manual data entry for your team since you can use create_client to build your database. - Real-time deal updates with get_proposal_details so you know exactly when a prospect is looking at your numbers. ## How It Works The bottom line is you get a dedicated sales operations coordinator that handles your document workflow. 1. Subscribe to this Connector and grab your API Token from your Bidsketch account settings. 2. Connect the token to your preferred AI client like Claude or Cursor. 3. Start asking your agent to list proposals, create clients, or check deal statuses. ## Frequently Asked Questions **Can the Bidsketch MCP help me track if a client opened my quote?** Yes, it lets your agent pull real-time status updates so you know exactly when a prospect is engaging with your documents. **How do I add new leads to my database using this?** You can just tell your agent to create a new client, and it will add the organization and contact details to your Bidsketch account automatically. **Can I see my pricing details without opening the Bidsketch website?** Yes, your agent can pull the specific fee breakdowns and high-fidelity descriptions for any proposal in your list. **Will this help keep my brand consistent?** You can ask your agent to list your available templates to ensure you're always using the correct high-fidelity styles for new quotes. **Is this good for managing a high volume of sales documents?** It's designed for that. You can list all proposals at once to get a bird's eye view of your entire pipeline. **Can I create a new proposal directly through my AI client?** Yes, you can provide the data to your agent and it will use the create_proposal tool to build the new document for you. **How do I find my Bidsketch API Token?** Log in to your account, navigate to **Settings** > **API**, and copy your unique personal token. **Can I use specific templates via AI?** Yes! Use the `list_templates` tool to identify the correct ID, and then specify it when creating a new proposal programmatically. **How do I track if a proposal was sent?** Use the `list_proposals` or `get_proposal_details` tools to retrieve the current status (Draft, Sent, Viewed, Won) of any document.