Bidsketch MCP for AI. Manage proposals, clients & contracts from chat.
Works with every AI agent you already use
…and any MCP-compatible client








How this MCP server connects to your AI agent
Bidsketch MCP manages your entire sales cycle through natural conversation. It lets you create new proposals, track client accounts, and manage templates without opening the web dashboard.
Connect it to any AI agent and get instant visibility into proposal status, view counts, and pricing details.
What AI agents can do with Bidsketch Automation
Create client
Creates a new client record in your database using provided details.
Create proposal
Generates and saves a brand-new sales proposal based on input data.
Get proposal details
Fetches specific information, like pricing or status, for one particular proposal ID.
Create an entirely new client record in your database.
Generate a brand-new sales document using stored data.
Retrieve current status, total values, or specific pricing components for any existing deal.
Get a list of all clients you currently manage in the platform.
See an overview and detailed list of every sales proposal you have generated.
List all available, approved templates so you can ensure consistent branding.
Ask an AI about this
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What AI agents can do with Bidsketch: Proposal & Client Tools (6)
Use these tools to programmatically create clients, generate proposals, list documents, and track detailed status information through your AI agent.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Bidsketch on VinkiusCreate Client
Creates a new client record in your database using provided details.
Create Proposal
Generates and saves a brand-new sales proposal based on input data.
Get Proposal Details
Fetches specific information, like pricing or status, for one particular proposal ID.
List Clients
Retrieves a list of every client currently stored in the system.
List Proposals
Lists all sales proposals and gives you their current status overview.
List Templates
Shows a list of all proposal templates available for use.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Bidsketch, then connect any of our 5,100+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,100+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Bidsketch. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
Built on the Model Context Protocol (MCP) for Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This connection provides 6 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
The friction in managing client proposals today, Solved with Vinkius AI Gateway
Right now, tracking deals feels like switching hats. You jump from your email to the CRM to check contact details, then over to the proposal platform just to see if a client viewed the document. Then you copy that status into a spreadsheet so your sales manager can review it later. It’s clicks, tabs, and constant context switching.
With this MCP, those manual steps disappear. You simply tell your agent what you need—like 'list all proposals for Q2'. Your AI client handles the jumps, pulling live status updates and high-fidelity data into one clean response. You get immediate answers without leaving your chat.
Get instant control over your entire sales lifecycle with Bidsketch.
Manual processes that vanish include logging in to check proposal status, looking up pricing components for a specific deal, and updating client records after a meeting. These used to require separate actions and dedicated logins.
Now, your agent manages the whole workflow. You talk to it like you're talking to an experienced sales operations coordinator. It just works.
What your AI can actually do with this
Need to run your sales operations from within your chat window? This MCP connects directly to Bidsketch, letting your natural language agent take over tedious client management tasks. Instead of logging into the platform, you simply ask for an update on a deal or need a new prospect added. Your agent reads and writes data in real time—you can list all active sales proposals, create new accounts, or pull up specific pricing breakdowns for any document ID.
Everything stays organized within one flow. Connecting this MCP through Vinkius means your AI client gets instant access to thousands of tools across different business platforms, making it a central hub for your entire sales stack.
Your agent acts as a dedicated operations coordinator, ensuring you never miss a critical detail, like who viewed the proposal and when.
019dd0c1-87af-7218-9c48-2585ee582f89 Here's how it actually works
The bottom line is that you manage all your sales documents and clients using simple prompts in your chat window, instead of logging into the main dashboard.
Subscribe to this MCP and retrieve your API Token from your Bidsketch account settings.
Plug the token into any compatible AI client (like Cursor or Claude).
Use natural language commands to ask your agent to perform actions, such as listing all active proposals or creating a new client record.
Who is this actually for?
Account Executives who spend hours manually checking proposal statuses. Sales Managers who need a real-time view of the entire pipeline without leaving their communication tools. Freelancers and agency owners tired of switching between CRM, document software, and chat apps.
Uses this MCP to instantly retrieve proposal summaries or update client records using natural language commands while talking to a prospect.
Monitors the active proposal pipeline and coordinates client databases through simple AI queries, getting an instant overview of revenue health.
Automates the creation of professional quotes for multiple prospects and monitors their engagement without leaving their primary workspace.
What Changes When You Connect
Stop manually checking statuses. You can ask your agent to list all sales proposals and get an immediate overview of which deals are active or stalled.
Build a perfect client record without leaving your workspace. Your agent handles creating new contacts using the create_client tool, keeping your database clean.
Never start from scratch. Use the MCP to access and monitor your full library of proposal templates, ensuring every quote has your high-fidelity branding.
Get deep financial visibility on any deal. You can retrieve granular details for specific proposals, including pricing components, using get_proposal_details.
Coordinate your entire revenue effort from one spot. The MCP lets you manage the whole proposal pipeline and client data without logging into a dashboard.
See it in action
Need to follow up on an old quote?
A sales rep asks their agent, 'What's the status of the Global Logistics Pilot?'. The MCP uses get_proposal_details to pull back that the proposal was viewed yesterday and shows the total value, letting them know exactly when to follow up.
Onboarding a new prospect?
A project manager asks their agent to create a new client record for a startup. The MCP uses create_client to add the company and contact immediately, making them ready for proposal drafting right away.
Quickly list all deals?
A sales manager needs an immediate snapshot of every active document. They prompt the agent to run list_proposals, getting a quick count and status summary across the entire team's pipeline.
Starting a new pitch?
An agency owner asks their agent to generate a quote for a client. The MCP uses create_proposal after checking available templates via list_templates, ensuring consistent branding and format from the start.
The honest tradeoffs
Copying data between systems
Manually logging into Bidsketch to check a status, then copying that information into your CRM dashboard for tracking.
Instead, use the MCP. Ask your agent to run list_proposals or get_proposal_details. It pulls the live data directly into your conversation thread.
Relying on email reminders
Forgetting which deals were viewed last week because you only track them via status emails.
Your agent tracks this for you. You can ask it to list your proposals and see who has viewed the document, giving you a clear view of buyer interest.
Starting from scratch every time
Wasting time building a new quote because you forgot which template was approved for that client type.
Run list_templates first. Your agent shows you all available, branded templates, so you can build the proposal correctly on the first try.
When It Fits, When It Doesn't
Use this MCP if your pain point is managing complex, multi-stage sales proposals and client accounts across different systems. Specifically, you need to check status, view counts, or pricing details without logging into a dedicated web app. You're looking for an operations coordinator that lives inside your chat tool.
Don't use this if your primary need is writing the proposal content itself; you still need the core document editor for that. Also, don't rely on it if you just want to store raw documents—this focuses on structured sales data (clients, proposals). If you only need a simple contact list, using list_clients is perfect. But if your goal is full-scale contract negotiation management or accounting ledger entries, look for a dedicated finance MCP instead.
Questions you might have
How does Bidsketch MCP track proposal views? +
The MCP can retrieve specific details on a proposal, including visibility data. Your agent gives you real-time status updates and tells you if the document has been viewed by a client.
Can I use Bidsketch MCP to add new contacts? +
Yes. You can run the create_client tool to generate a brand new client record directly from your chat conversation, keeping your sales database updated instantly.
What is the difference between list_proposals and get_proposal_details? +
The list_proposals function gives you an overview of multiple deals. Use get_proposal_details when you need specific, deep-dive information—like the full fee breakdown—for one single proposal ID.
Does Bidsketch MCP support different company sizes? +
It works for any size operation. You can use it whether you're a solo freelancer using create_client or a large sales team running complex pipeline checks via list_proposals.
Can I use the MCP to check my templates? +
Yes, running list_templates shows you all your approved proposal templates. This ensures that when you create a new quote, it uses the correct, branded format.
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