How to Use the Bidsketch MCP in Claude

Q: Can Claude Desktop update a Bidsketch proposal?

Yes, you can modify existing drafts using the updateproposal tool. Just provide the necessary changes in your prompt and the agent handles the API call.

Manage your client pipeline and proposal drafts directly inside the Claude Desktop app.

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Connect Bidsketch MCP to Claude Desktop

Create your Vinkius account to connect Bidsketch to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Bidsketch with Claude Desktop

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Generate Bidsketch documents with Claude Desktop

Stop jumping between tabs to draft contracts. You can trigger `create_proposal` or `create_client` without leaving your chat window. Your AI client handles the heavy lifting by pulling current `list_templates` data so every document matches your brand standards.

Track proposal status via this MCP Server

Keep tabs on your business health by querying your existing pipeline. The `list_proposals` tool provides a quick snapshot of what is currently out for signature. Deep dive into specific deals using `get_proposal` to see exactly where a client stands in the sales cycle.

Review fee structures in Claude Desktop

Check your pricing accuracy before sending a document to a lead. Use the `list_fees` tool to pull itemized costs from any active proposal. Everything stays synced, so your agent always works with the most recent financial details found in your account.

Setup guide

Set up Bidsketch MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Bidsketch MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Bidsketch MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under bidsketch-mcp.

json

{
  "mcpServers": {
    "bidsketch-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

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Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

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One

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Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Bidsketch MCP in Claude Desktop

Open your chat and use the hammer icon to select the Bidsketch toolset. Type a prompt like list my clients to trigger the `list_clients` function.

Yes, you can modify existing drafts using the `update_proposal` tool. Just provide the necessary changes in your prompt and the agent handles the API call.

This server only touches proposal metadata and client names. Your data remains encrypted in transit and is never stored on the Vinkius platform.

You need to provide your Bidsketch credentials during the initial setup in your configuration file. Once authenticated, the server manages the connection for you.

Check for the hammer icon in your chat input bar after restarting the app. If the icon appears, the tools are ready for your next request.

Use it with your favorite AI tools

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