Bidsketch MCP. Automate client data and proposal status checks.
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Bidsketch. Manage your entire sales proposal lifecycle directly from your AI client. This server lets your agent list clients, create new proposals, pull detailed proposal data, and manage templates—all without opening the Bidsketch UI.
Stop manually checking status and start automating your sales process with natural language commands.
What your AI agents can do
Create client
Adds a new client record to your directory.
Create proposal
Generates a new proposal document; requires passing the data structure as a JSON string.
Get proposal details
Fetches the specific status and pricing components for a proposal ID.
Retrieves a list of all clients stored in your Bidsketch account.
Adds a new contact and organization to your client directory.
Generates a new proposal document, requiring you to pass the necessary data as a JSON string.
Fetches the detailed status, value, and components for a specific proposal ID.
Retrieves a list of all active and past sales proposals managed in your account.
Shows you all the templates available for creating new proposals.
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Bidsketch MCP Server: 6 Tools for Sales Operations
Use these tools to manage the entire client lifecycle, from listing prospects to generating and tracking final proposals, all through your AI agent.
019dd0c1create client
Adds a new client record to your directory.
019dd0c1create proposal
Generates a new proposal document; requires passing the data structure as a JSON string.
019dd0c1get proposal details
Fetches the specific status and pricing components for a proposal ID.
019dd0c1list clients
Retrieves a list of all client accounts in your system.
019dd0c1list proposals
Retrieves a list of all sales proposals you've created.
019dd0c1list templates
Lists all the proposal templates available for reuse.
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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
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- Built in DLP, auth, and compliance on every call
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Make Your AI Do More
Start with Bidsketch, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
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- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
You'll manage your whole sales proposal lifecycle right from your AI client. This server lets your agent list clients, create proposals, pull proposal data, and manage templates—all without you ever opening the Bidsketch UI. You stop manually checking status and start automating your sales process with natural language commands.
list_clients pulls a full list of every client account in your system. create_client lets you add a new client record to your directory. list_proposals gives you a list of all sales proposals you've created. create_proposal generates a new proposal document; you just gotta pass the data structure as a JSON string. get_proposal_details pulls the specific status, value, and pricing components for any proposal ID. list_templates shows you all the proposal templates available for reuse.
How Bidsketch MCP Works
- 1 Get your API Token from your Bidsketch account settings (Settings > API).
- 2 Connect the Bidsketch MCP Server to your preferred AI client (Claude, Cursor, etc.).
- 3 Prompt your agent with a natural language request (e.g., 'List all proposals for Acme Corp').
The bottom line is, your AI agent uses the tools to run the necessary API calls and returns the structured data to you for review.
Who Is Bidsketch MCP For?
Account Executives who need to update client records and retrieve proposal summaries fast. Freelancers and Agencies who need to automate quote creation and monitor prospect engagement without leaving their main workspace. Sales Managers who need to get an overview of the active proposal pipeline and coordinate client databases using simple AI queries.
Retrieves proposal summaries and updates client records using natural language commands, keeping deals moving.
Automates the creation of professional quotes and monitors prospect engagement without switching context or leaving their workflow.
Monitors the active proposal pipeline and coordinates client databases by asking simple questions to the AI agent.
What Changes When You Connect
- Track Status Instantly: Instead of logging into the dashboard to check a deal's status, ask your agent to
list_proposalsfor an overview. You get the status and value right in the chat. - Build Client Records: Need a new prospect added? Use
create_clientto add them to your directory instantly. The agent handles the record creation so you don't have to jump tabs. - Deep Dive on Deals: Don't just know the proposal ID. Use
get_proposal_detailsto pull granular data, like specific pricing components or fee breakdowns, directly into your workflow. - Maintain Brand Consistency: Access your full template library via
list_templates. Your agent ensures that any new proposal uses the correct, high-fidelity brand styling and content. - Scale Client Management: Use
list_clientsandcreate_clienttogether. You can manage your entire prospect database—from listing to adding—without leaving your agent chat. - Generate Quotes on Demand: Use
create_proposalto quickly generate a new document. The agent manages the complex JSON data structure, so you just provide the core inputs.
Real-World Use Cases
Client needs a new quote, but you don't have their contact info.
You know the client exists but their contact record is missing. You first run list_clients to verify the account, then use create_client to add the necessary contact details. Finally, you ask the agent to create_proposal using the newly updated client ID, all in one chat session. The quote is ready to send.
Need to know the value of a specific deal, but the ID is vague.
You remember the proposal was for 'Global Logistics' but not the ID. You run list_proposals to get a list of candidates, identify the correct ID, and then use get_proposal_details to pull the exact value and status. The agent extracts the numbers you need.
Team is onboarding a new large account and needs a template.
You ask the agent to list_templates. It shows you the available options. You select the right template, and the agent then uses create_proposal to generate the initial document, ensuring the correct brand structure from the start.
Sales manager needs a list of all active prospects for a meeting.
Instead of running three separate reports, you simply prompt the agent to list_clients and list_proposals. It compiles the data, giving you a single, actionable list of all current clients and their open deals for your meeting.
The Tradeoffs
Manual status checking
Logging into the Bidsketch dashboard, navigating to the 'Proposals' tab, filtering by client, and clicking on 10 different documents just to check the 'Sent' status.
→
Ask your agent to list_proposals with a filter. The agent gathers the status for all 10 documents and delivers a clean list right in the chat. It's faster and keeps your context.
Recreating client data
Having to manually copy and paste client names, emails, and company details into a new proposal draft because the record isn't properly linked.
→
First, use list_clients to find or confirm the client record. Then, use create_proposal and reference the client ID. The data is automatically linked and accurate every time.
Missing pricing details
Getting a high-level status update from a list view, but needing the exact line-item cost breakdown to mention to a client on a call.
→
Don't rely on the list view. Use get_proposal_details and ask the agent for the 'high-fidelity fee breakdown.' It pulls the granular data you need.
When It Fits, When It Doesn't
Use this if you need to manage the full lifecycle of client deals—from creating a new prospect record to generating a proposal, and tracking its status. It's best for sales operations that need a single source of truth for client data and proposal metrics.
Don't use it if you just need to generate a random document that has nothing to do with an existing client or template. If you only need simple document storage without tracking, look for a basic document storage service. If you only need to generate proposals based on a static spreadsheet, a simple spreadsheet API might be better. This tool is for coordinated, live data flow.
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.
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Works with 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 server provides 6 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Tracking client proposals shouldn't require jumping between tabs.
Today, checking on a client deal means opening the Bidsketch dashboard. You have to click to the 'Proposals' section, then filter by client name, and then click into each proposal to see its current status and the total value. If you have twenty deals, that's twenty clicks and three different screens.
With the Bidsketch MCP Server, you just tell your agent: 'What's the status of all proposals for Acme Corp?' The agent runs the necessary tools and sends back a clean, consolidated list. You get the status, the value, and the client metadata—all in one chat response.
Bidsketch MCP Server: Automate proposal creation and tracking.
You don't have to manually check if a template is up-to-date or if the client record exists before drafting. Your agent handles the dependency check. It first runs `list_templates` to verify the style, and then uses `list_clients` to ensure the contact is valid, before finally calling `create_proposal`.
The difference is context. You move from a manual, multi-step workflow to a single, natural conversation. Your agent manages the complexity, leaving you free to focus on closing the deal.
Common Questions About Bidsketch MCP
How do I use the `create_proposal` tool with Bidsketch MCP Server? +
You prompt your agent with a request to create a proposal, providing the necessary data as a JSON string. The agent manages the data structure and calls the tool for you.
Can I use `list_clients` to find all my contacts? +
Yes. The list_clients tool retrieves a complete directory of all client accounts stored in Bidsketch.
What is the best way to get the value of an old proposal? +
Use get_proposal_details and provide the proposal ID. This tool pulls the specific, high-fidelity value and status for that document, even if it's archived.
Do I need to manually select a template before using the server? +
No. You can ask your agent to list_templates, and it shows you all available options. The agent can then use that context when generating a new proposal.
Can I list proposals for a specific client? +
Yes. You can ask the agent to list_proposals and include the client name or ID in your prompt, and the agent filters the list for you.
How do I use the `list_proposals` tool to check the status of my sales pipeline? +
The list_proposals tool returns a list of all your sales documents. You can then filter this list by status (e.g., Sent, Viewed) to get an overview of your active pipeline.
What data should I pass when calling the `create_proposal` tool? +
You must pass the required proposal data as a JSON string. This data needs to include client identifiers and the specific pricing components you want to document.
How can I manage my client database using the `create_client` tool? +
Use create_client to add new contacts to your system. This action adds a unique client record, making them available for subsequent proposal associations.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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