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.

Better Proposals MCP Server for CrewAI 10 tools — connect in under 2 minutes

Name: Better Proposals
Availability: InStock
Author: Vinkius

docs.crewai.com/mcp/overview

Built by Vinkius GDPR 10 Tools Framework

Connect your CrewAI agents to Better Proposals through Vinkius, pass the Edge URL in the `mcps` parameter and every Better Proposals tool is auto-discovered at runtime. No credentials to manage, no infrastructure to maintain.

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python

from crewai import Agent, Task, Crew

agent = Agent(
    role="Better Proposals Specialist",
    goal="Help users interact with Better Proposals effectively",
    backstory=(
        "You are an expert at leveraging Better Proposals tools "
        "for automation and data analysis."
    ),
    # Your Vinkius token. get it at cloud.vinkius.com
    mcps=["https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"],
)

task = Task(
    description=(
        "Explore all available tools in Better Proposals "
        "and summarize their capabilities."
    ),
    agent=agent,
    expected_output=(
        "A detailed summary of 10 available tools "
        "and what they can do."
    ),
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

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* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Better Proposals MCP Server

Connect your Better Proposals account to any AI agent and orchestrate your sales documents and proposal workflows through natural conversation.

When paired with CrewAI, Better Proposals becomes a first-class tool in your multi-agent workflows. Each agent in the crew can call Better Proposals tools autonomously, one agent queries data, another analyzes results, a third compiles reports, all orchestrated through Vinkius with zero configuration overhead.

What you can do

Proposal Management — List, retrieve, and create professional proposals to close deals faster.
Contact & Company Oversight — Manage your CRM data, including contacts and companies, for targeted document delivery.
Template Discovery — Access and list your saved proposal templates for consistent and fast document creation.
Sales Analytics — Retrieve performance data and status updates for all your outgoing proposals.
Account Integration — Verify user profiles and organization settings directly from your workspace.

The Better Proposals MCP Server exposes 10 tools through the Vinkius. Connect it to CrewAI in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Better Proposals to CrewAI via MCP

Follow these steps to integrate the Better Proposals MCP Server with CrewAI.

Install CrewAI

Run pip install crewai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com

Customize the agent

Adjust the role, goal, and backstory to fit your use case

Run the crew

Run python crew.py. CrewAI auto-discovers 10 tools from Better Proposals

Why Use CrewAI with the Better Proposals MCP Server

CrewAI Multi-Agent Orchestration Framework provides unique advantages when paired with Better Proposals through the Model Context Protocol.

Multi-agent collaboration lets you decompose complex workflows into specialized roles, one agent researches, another analyzes, a third generates reports, each with access to MCP tools

CrewAI's native MCP integration requires zero adapter code: pass Vinkius Edge URL directly in the `mcps` parameter and agents auto-discover every available tool at runtime

Built-in task delegation and shared memory mean agents can pass context between steps without manual state management, enabling multi-hop reasoning across tool calls

Sequential and hierarchical crew patterns map naturally to real-world workflows: enumerate subdomains → analyze DNS history → check WHOIS records → compile findings into actionable reports

Better Proposals + CrewAI Use Cases

Practical scenarios where CrewAI combined with the Better Proposals MCP Server delivers measurable value.

Automated multi-step research: a reconnaissance agent queries Better Proposals for raw data, then a second analyst agent cross-references findings and flags anomalies. all without human handoff

Scheduled intelligence reports: set up a crew that periodically queries Better Proposals, analyzes trends over time, and generates executive briefings in markdown or PDF format

Multi-source enrichment pipelines: chain Better Proposals tools with other MCP servers in the same crew, letting agents correlate data across multiple providers in a single workflow

Compliance and audit automation: a compliance agent queries Better Proposals against predefined policy rules, generates deviation reports, and routes findings to the appropriate team

Better Proposals MCP Tools for CrewAI (10)

These 10 tools become available when you connect Better Proposals to CrewAI via MCP:

create_contact

Create a new contact

create_proposal

Create a new proposal

get_analytics

Retrieve proposal analytics

get_company

Get specific company details

get_contact

Get specific contact details

get_proposal

Get specific proposal details

list_companies

List all companies

list_contacts

List all contacts

list_proposals

List all proposals

list_templates

List all proposal templates

Example Prompts for Better Proposals in CrewAI

Ready-to-use prompts you can give your CrewAI agent to start working with Better Proposals immediately.

"List all proposals currently waiting for signature."

"Create a new contact: John Doe, email john@example.com."

"Show me my last 5 proposal templates."

Troubleshooting Better Proposals MCP Server with CrewAI

Common issues when connecting Better Proposals to CrewAI through the Vinkius, and how to resolve them.

MCP tools not discovered

Ensure the Edge URL is correct. CrewAI connects lazily when the crew starts. check console output.

Agent not using tools

Make the task description specific. Instead of "do something", say "Use the available tools to list contacts".

Timeout errors

CrewAI has a 10s connection timeout by default. Ensure your network can reach the Edge URL.

Rate limiting or 429 errors

Vinkius enforces per-token rate limits. Check your subscription tier and request quota in the dashboard. Upgrade if you need higher throughput.

Better Proposals + CrewAI FAQ

Common questions about integrating Better Proposals MCP Server with CrewAI.

How does CrewAI discover and connect to MCP tools?

CrewAI connects to MCP servers lazily. when the crew starts, each agent resolves its MCP URLs and fetches the tool catalog via the standard tools/list method. This means tools are always fresh and reflect the server's current capabilities. No tool schemas need to be hardcoded.

Can different agents in the same crew use different MCP servers?

Yes. Each agent has its own mcps list, so you can assign specific servers to specific roles. For example, a reconnaissance agent might use a domain intelligence server while an analysis agent uses a vulnerability database server.

What happens when an MCP tool call fails during a crew run?

CrewAI wraps tool failures as context for the agent. The LLM receives the error message and can decide to retry with different parameters, fall back to a different tool, or mark the task as partially complete. This resilience is critical for production workflows.

Can CrewAI agents call multiple MCP tools in parallel?

CrewAI agents execute tool calls sequentially within a single reasoning step. However, you can run multiple agents in parallel using process=Process.parallel, each calling different MCP tools concurrently. This is ideal for workflows where separate data sources need to be queried simultaneously.

Can I run CrewAI crews on a schedule (cron)?

Yes. CrewAI crews are standard Python scripts, so you can invoke them via cron, Airflow, Celery, or any task scheduler. The crew.kickoff() method runs synchronously by default, making it straightforward to integrate into existing pipelines.