Bidsketch MCP. Build and manage proposals without switching tabs.
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Bidsketch automates your entire proposal pipeline directly from any AI agent. Use this MCP to list, retrieve, and update proposals, manage client records, and access saved document templates without leaving your conversation flow.
What your AI agents can do
Create client
Adds a brand-new client entry into your directory.
Create proposal
Generates and saves a new draft proposal for an existing client.
Get client
Retrieves all specific contact details for one known client ID.
Retrieve specific contact information or run a list of all clients in your directory.
Generate new proposals, retrieve existing ones by ID, and make necessary updates to an active document.
List available proposal templates or verify the associated fees and line items for a given proposal.
Access current account and user details within your Bidsketch workspace.
Ask AI about this MCP
Supported MCP Clients
OAuth 2.0 Compatible Gemini Waiting for input…
Bidsketch MCP: 10 Tools for Sales Automation
These ten tools let you control every part of the proposal lifecycle. From creating new clients to updating fees on existing documents, everything happens through simple conversational commands.
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 Vinkius019d755bcreate client
Adds a brand-new client entry into your directory.
019d755bcreate proposal
Generates and saves a new draft proposal for an existing client.
019d755bget client
Retrieves all specific contact details for one known client ID.
019d755bget proposal
Fetches the full content and status of a single proposal document.
019d755bget user details
Pulls current account information for verification purposes.
019d755blist clients
Generates a list of every client record in your system.
019d755blist fees
Lists the associated fees and line items tied to a specific proposal ID.
019d755blist proposals
Retrieves a list of all proposals, including their current status and IDs.
019d755blist templates
Presents a list of saved proposal templates you can use repeatedly.
019d755bupdate proposal
Makes changes to an existing, finalized proposal document.
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Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
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Make Your AI Do More
Start with Bidsketch, then connect any of our 4,800+ other servers whenever your AI needs more. One click, no limits.
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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 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
The tedious back-and-forth of proposal drafting.
Right now, building a client proposal means jumping between tabs: the CRM to find contact details, then over to the document portal to select a template, and finally opening a separate billing page just to check line items. You copy IDs, you cross-reference dates, and you spend half your time clicking instead of talking to the client.
With this MCP, that entire process disappears. You just talk to your agent: 'Draft a proposal for Acme Corp using Template B.' It runs `get_client` for validation, selects the template via `list_templates`, and generates the document with zero clicks from you.
Creating client records and proposals is simpler than ever.
You no longer have to open a fresh browser tab, navigate to the 'Clients' section, fill out the forms in triplicate, and then switch again to create the document. The agent handles the initial data collection by calling `create_client` and immediately following up with `create_proposal`, all within one conversation.
It’s not just faster; it changes how you work. You get a single conversational thread that manages your entire sales workflow, letting you focus entirely on the client's needs.
What you can do with this MCP connector
Manage professional proposals through natural chat conversations. This connector lets you build out the full sales cycle—from initial lead contact to final proposal submission—without ever navigating a dashboard. Need to check a client's history or pull up available templates? Just ask. You can also list all active proposals, get specific details on any document, and even audit the fees attached to those line items.
The process feels like talking to an expert assistant who already knows where every piece of data lives in your account. By connecting this MCP via Vinkius, you give your agent immediate access to client files, templates, and proposal status updates right when you need them.
019d755b-bf97-73e0-9aeb-4ab46e39706a 
How Bidsketch MCP Works
- 1 Subscribe to the MCP and enter your required Bidsketch subdomain and API token.
- 2 Connect this MCP via any compatible AI client (Claude, Cursor, etc.).
- 3 Ask your agent directly—for example, 'List all proposals for Acme Corp'—and get the data returned instantly.
The bottom line is you stop clicking through dashboards and start asking questions that generate actionable results.
Who Is Bidsketch MCP For?
Consultants, agency owners, and sales professionals who spend too much time toggling between CRM tabs to build a single pitch. This tool helps you stay focused on the client conversation, not the software interface.
Needs to quickly create new proposals for contacts and check status updates without leaving their CRM.
Must manage client profiles, list templates, and audit proposal fees across multiple projects monthly.
Manages the full lifecycle of proposals for many clients; needs to create new accounts and update documents rapidly.
What Changes When You Connect
- Skip dashboard navigation. Instead of manually pulling client data, you can ask the agent to use
get_clientdirectly in chat, getting details instantly for proposal drafting. - Keep your pitch consistent. Use
list_templatesto see all saved document types, ensuring every client gets a professional, pre-approved look. - Never lose track of status. Run
list_proposalsto get an immediate overview of active documents and their current stages in the sales cycle. - Maintain accuracy on billing. Use
list_feeswhen drafting a proposal to verify the exact line items and associated costs before sending it out. - Speed up onboarding. With
create_client, you can instantly add new contacts and immediately start generating first drafts usingcreate_proposal.
Real-World Use Cases
Client needs a quick quote update.
An agent finds the client's ID via list_clients, then uses that to call get_proposal. It pulls up the existing document, and when told to adjust the scope, it calls update_proposal with the new details. The whole thing happens in one chat turn.
Drafting a proposal from scratch.
You ask your agent to draft a pitch for 'New Client Inc.' It first runs create_client, then uses list_templates to pick the right format, and finally executes create_proposal. All in sequence.
Auditing an old deal.
You need to know exactly what was quoted last year. The agent runs get_proposal using a historical ID. It then calls list_fees to verify the line items, making sure nothing got missed in the original quote.
Checking who needs follow-up.
You ask your agent to list all proposals that are pending review. The agent runs list_proposals, gives you a summary of three documents, and tells you which ones need attention.
The Tradeoffs
Trying to edit everything at once
Saying: 'Hey, update the client info, then make a proposal, and also change the fees.' The agent won't know which tools or IDs you mean.
→
Break it down. First, use get_client to confirm the ID. Then, tell the agent specifically to use create_proposal, referencing that client ID, and finally run list_fees if you need to verify pricing.
Forgetting the specific IDs
Asking: 'Can you update the proposal?' The tool requires a document ID. It's too vague.
→
Always use list_proposals first to get the exact ID (like prop_123). Then, tell the agent to run update_proposal using that specific ID.
Manually copying data
Having to switch from your CRM to Bidsketch just to see a client's contact history.
→
Just ask the agent. It runs get_client and provides all that information directly in the chat window.
When It Fits, When It Doesn't
Use this MCP if your day involves generating, reviewing, or managing proposals for multiple clients; basically, any role where proposal lifecycle management is a core task. You're using it to automate data retrieval and creation steps that normally require navigating 3-4 different web dashboards. Don't use it if you just need to send a simple, text-based message or collect general feedback. For pure messaging tasks, stick with your standard communication tools; this is strictly for structured sales documentation.
Common Questions About Bidsketch MCP
How do I list all proposals using the `list_proposals` tool? +
You simply ask your agent to run list_proposals. It will give you a list of document IDs and current statuses, letting you know exactly what's active in your account.
Can I use the `get_client` tool if I only have an email address? +
The agent needs a specific client ID or name that matches your records. If you don't know it, run list_clients first to find the correct identifier.
What is the difference between `create_proposal` and `update_proposal`? +
create_proposal makes a brand new document. You use update_proposal when you need to modify an existing draft or finalized proposal, like changing a scope item.
Does the MCP handle fees for me? I'm worried about billing. +
Yes. If you provide a proposal ID, the agent can run list_fees to pull all associated line items and fee details instantly so you don't have to manually audit them.
How do I start using the Bidsketch MCP with my AI client? +
First, subscribe through Vinkius. Then, enter your subdomain and API token, and finally, ask your agent a specific task—like 'List all templates'—to get started.
If I use the `list_clients` tool, how does it handle getting records if my client base is very large? +
It automatically manages pagination. Your agent keeps requesting subsequent pages until it retrieves every single client record in your account.
When I use the `create_client` tool, what minimum data fields do I have to provide for a successful entry? +
You must provide at least a company name and primary contact email. Adding phone numbers or industry codes helps your AI client find the record faster later on.
If I use the `list_fees` tool, do I need to pass in a specific Proposal ID for it to work? +
Yes, you have to include the unique proposal ID. This tells the system exactly which document's line items and fees you want audited.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.