Integrate Bidsketch with Claude, Cursor, Chatbots & AI Agents MCP Server

Q: How do I track if a proposal was sent?

Use the listproposals or getproposal_details tools to retrieve the current status (Draft, Sent, Viewed, Won) of any document.

Win more clients with beautiful proposals that track views, collect e-signatures, and accelerate your sales cycle.

GDPR Free for Subscribers

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

create

Create client on Bidsketch

Create a new client

create

Create proposal on Bidsketch

Pass data as a JSON string. Create a new proposal

get

Get proposal details on Bidsketch

Get specific proposal details

list

List clients on Bidsketch

List all clients

list

List proposals on Bidsketch

List all sales proposals

list

List templates on Bidsketch

List all proposal templates

Security & Code Integrity Audit

Every tool in the Bidsketch MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

A+Score: 100

How Vinkius protects your data

Is there a risk of the AI "going crazy" and deleting important company data?

No. With Vinkius, the AI operates on "rails". It can only make the exact moves you authorized in the tool's settings. It cannot invent routes, access other networks in your company, or decide to delete random files. If the action isn't in the approved catalog, the attempt is blocked instantly.

Can I set different limits for each virtual assistant on my team?

Absolutely. You have full control in our command center. You can create an AI agent that only "reads" data so the support team can answer questions, and another superpowered agent that can "edit" and "create" information exclusively for your operations team. Each AI gets exactly the level of access you allow.

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.

What if the AI ends up reading customer data or confidential information?

We have a built-in digital "bodyguard" called DLP (Data Loss Prevention). If a tool fetches data and the response contains social security numbers, credit cards, or personal customer info, Vinkius magically blocks and erases that information before it is delivered to the AI. The AI works only with what is strictly necessary, and your sensitive data never leaks.

Automated Workflows using Bidsketch

Add the Bidsketch tool to your AI Agents. The toolkit allows Claude and ChatGPT to securely fetch and update targeted data.

Autonomous proposal management via AI

The Bidsketch connection gives ChatGPT direct access to proposal management tools. The integration handles the logic required for continuous document management operations.

Next-Gen contract automation Automation

Connect your AI agent to Bidsketch for comprehensive contract automation coverage. The integration features standard schemas for reliable document management tool execution.