# Bidsketch MCP for AI Agents AI Agent Connect

> Bidsketch. Automate your proposal and client management by connecting your Bidsketch account to your AI agent. Instead of clicking through tabs, you can list proposals, create new clients, and audit fees through a simple chat. It makes your sales workflow much faster by putting your data directly into your conversation.

## Overview
- **Category:** document-management
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_o1cwwoCU3LE3FKQEbpzWG8qezgyJM8rmSeimRaGu/ai-agent-connect
- **Tags:** proposal-management, contract-automation, sales-cycle, client-management, document-tracking, e-signature

## Description

Imagine you're in the middle of a high-stakes sales call and need to know the exact fee breakdown for a project you pitched months ago. Usually, that means opening a browser, logging into a dashboard, and hunting through folders. With this connection, you just ask your AI agent for the details. It pulls the data directly from your workspace so you can keep the conversation moving. You can also whip up new client profiles or grab your standard templates to build a new proposal without leaving your workspace. It takes the administrative heavy lifting out of the equation. Whether you're managing a dozen small projects or one massive enterprise bid, having your proposal data accessible via natural conversation changes how you handle the busy work of sales. It's one of the many ways the Vinkius catalog helps you bridge the gap between your internal data and your daily AI workflows. You get to spend less time on data entry and more time actually closing deals.

## Tools

### create_client
Add a new client to your directory. This saves you from having to switch tabs to create a new profile.

### list_proposals
Pull a list of every proposal in your account. Use it to keep track of what's pending or closed.

### list_templates
View all your saved proposal templates. This helps you stay consistent with your branding and structure.

### create_proposal
Generate a new proposal in your workspace. Use this to start the sales process immediately from your chat.

### get_proposal_details
Get specific proposal details

### list_clients
See your entire list of clients at once. Use this to quickly scan who you're currently working with.

## Prompt Examples

**Prompt:** 
```
Show me all the proposals I have in Bidsketch right now.
```

**Response:** 
```
I've pulled your current proposals from Bidsketch:

| Proposal Name | ID | Status |
| :--- | :--- | :--- |
| Web Design Project | prop_1 | Active |
| Content Strategy | prop_2 | Pending |
| Marketing Audit | prop_3 | Closed |
```

**Prompt:** 
```
What are the fees for proposal prop_123?
```

**Response:** 
```
Here are the fees associated with proposal **prop_123**:

*   **Design Services:** $5,000
*   **Copywriting:** $2,500
*   **Project Management:** $1,000
*   **Total:** $8,500
```

**Prompt:** 
```
Create a new client named 'TechFlow Inc'.
```

**Response:** 
```
I've successfully created a new client profile for **TechFlow Inc**. You can now start creating proposals or viewing their history in your workspace.
```

## Capabilities

### Create new client profiles
Add new accounts to your directory directly through your AI agent.

### List all active proposals
Get a full list of every proposal currently in your workspace.

### Retrieve specific proposal details
Pull the full details for a single proposal to review project parameters.

### List fees for a specific project
Get a breakdown of the fees for a specific proposal without manual calculations.

### Update existing proposal information
Make quick changes to scopes or pricing on active bids on the fly.

### List saved proposal templates
View all your saved templates to ensure consistent document generation.

### Fetch current user information
Retrieve account and user details for the current workspace session.

## Use Cases

### Quick Client Lookup
A sales rep is on a call and needs to know a past client's history. They ask the agent to get the client details to provide an accurate answer.

### Fast Proposal Creation
A freelancer just closed a lead and needs a new proposal. They ask the agent to create a proposal using a standard template.

### Fee Auditing
A consultant needs to check the fees on a project from last year. They ask the agent to list the fees for that specific proposal ID.

### Bulk Status Check
An agency owner wants to see what's in the pipeline. They ask the agent to list all proposals to see which ones are still active.

## Benefits

- Stop switching tabs to find client info. Use get_client to pull contact details instantly while you're talking to a lead.
- Build new proposals faster. Use create_proposal and list_templates to generate consistent documents without manual setup.
- Audit your revenue easily. Use list_fees to see the exact line items for any project in seconds.
- Keep your client directory clean. Use create_client to add new accounts directly from your AI chat interface.
- Update project scopes on the fly. Use update_proposal to make real-time adjustments to your active bids.
- Stay organized with a bird's eye view. Use list_proposals to see every active bid in your pipeline at once.

## How It Works

The bottom line is you get a direct conversational bridge to your Bidsketch sales data.

1. Subscribe to this Connector on the Vinkius marketplace.
2. Enter your Bidsketch Subdomain and API Token in the configuration.
3. Start asking your agent to list proposals, create clients, or audit fees.

## Frequently Asked Questions

**Can I use Bidsketch MCP to create new proposals?**
Yes, you can create new proposals directly through your AI agent. This allows you to start the sales process immediately without leaving your chat interface.

**Does Bidsketch MCP work with Claude?**
Yes, it works with any MCP-compatible client like Claude, Cursor, or Windsurf.

**How do I see my proposal fees?**
You can ask your agent to list the fees for a specific proposal ID. It will pull the exact line items and totals from your Bidsketch account.

**Can I manage my client list with this?**
Yes, you can list all clients or create new ones using the Connector. This makes it easy to manage your directory through natural conversation.

**Is it hard to set up the Bidsketch connection?**
No, it's straightforward. You just need your Bidsketch subdomain and API token to connect your data to your AI agent.

**Can I update an existing proposal?**
Yes, the Connector includes a tool to update proposal details on the fly. You can modify scopes, pricing, or other information via your agent.

**Can I check the status of a specific proposal using the agent?**
Yes! Use the `get_proposal` tool with the Proposal ID. Your agent will fetch the latest status, such as whether it has been viewed or accepted.

**How do I list all my clients in Bidsketch?**
Simply ask the agent to `list_clients`. It will retrieve the directory of all companies and persons registered in your Bidsketch account.

**Does the integration allow me to create a new client?**
Yes! Use the `create_client` action with the name and optionally the email. Your agent will register the new client in your Bidsketch account instantly.

**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.