Bring Proposal Management
to LlamaIndex
Create your Vinkius account to connect Better Proposals to LlamaIndex and start using all 10 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the Better Proposals MCP Server?
Connect your Better Proposals account to any AI agent and orchestrate your sales documents and proposal workflows through natural conversation.
What you can do
- Proposal Management — List, retrieve, and create professional proposals to close deals faster.
- Contact & Company Oversight — Manage your CRM data, including contacts and companies, for targeted document delivery.
- Template Discovery — Access and list your saved proposal templates for consistent and fast document creation.
- Sales Analytics — Retrieve performance data and status updates for all your outgoing proposals.
- Account Integration — Verify user profiles and organization settings directly from your workspace.
How it works
- Subscribe to this server
- Enter your Better Proposals API Key
- Start closing more deals from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Sales Teams — quickly check proposal statuses and create new documents without leaving their workflow tools.
- Account Managers — retrieve client and company details for proposal customization.
- Small Business Owners — automate proposal management and follow-ups using natural language.
Built-in capabilities (10)
Create a new contact
Create a new proposal
Retrieve proposal analytics
Get specific company details
Get specific contact details
Get specific proposal details
List all companies
List all contacts
List all proposals
List all proposal templates
Why LlamaIndex?
LlamaIndex agents combine Better Proposals tool responses with indexed documents for comprehensive, grounded answers. Connect 10 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.
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Data-first architecture: LlamaIndex agents combine Better Proposals tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain Better Proposals tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query Better Proposals, a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what Better Proposals tools were called, what data was returned, and how it influenced the final answer
Better Proposals in LlamaIndex
Why run Better Proposals with Vinkius?
The Better Proposals connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 10 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Better Proposals using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Better Proposals and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Better Proposals to LlamaIndex through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Better Proposals for LlamaIndex
Every request between LlamaIndex and Better Proposals is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
Can I see if a client has opened my proposal using the agent?
Yes! Use the get_proposal tool with the Proposal ID. Your agent will fetch the latest status, which includes whether the proposal has been viewed, signed, or paid.
How do I list all my saved proposal templates?
Simply ask the agent to list_templates. It will retrieve all the proposal templates available in your account for you to review and use.
Does the integration allow me to create a new contact?
Yes! Use the create_contact action with the name and email. Your agent will register the new contact in your Better Proposals CRM instantly.
How does LlamaIndex connect to MCP servers?
Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.
Can I combine MCP tools with vector stores?
Yes. LlamaIndex agents can query Better Proposals tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
Does LlamaIndex support async MCP calls?
Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.
BasicMCPClient not found
Install: pip install llama-index-tools-mcp
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