• PIPELINE
  • DETAILS
  • STATUS
  • HUMAN

How to track proposal status with your AI

Connect Bidsketch to your AI client once. From then on, you can pull live deal updates and specific proposal data through your chat interface.

Ask AI about this page

Short answer

How can I check my proposal status using AI?

Your AI pulls live data from Bidsketch to show you which deals are active or pending. You can also ask for specific details on any individual proposal. You'll get a clear view of your current pipeline.

The outcomes.

Where your data lands.

Your AI turns raw Bidsketch data into clear answers.

PIPELINE

Live deal lists

The AI pulls all current proposals from your account. You get a clear list of what is active right now.

DETAILS

Specific deal info

Your agent fetches granular data for a single proposal. You'll see exactly what you need to know about a specific client or amount.

STATUS

Real-time updates

The AI identifies which proposals are pending or viewed. This tells you exactly where each deal stands in your workflow.

HUMAN

Manual follow-up

The AI provides the status, but you handle the actual client communication. You decide when to reach out based on the info you get.

The workflow

What your AI does when you ask for updates.

The AI acts as a direct interface for your Bidsketch account.

  1. Fetch all proposals

    The AI scans your account to find every active deal you have on file.

    list_proposals

  2. Filter the list

    It narrows down the results to match your specific request, like finding only sent deals.

    list_proposals

  3. Retrieve specific data

    Once the right deal is found, the AI pulls the deep details you asked for.

    get_proposal_details

  4. Present the status

    The AI summarizes the findings so you can see the status of your deals instantly.

    get_proposal_details

Try it

Copy these to start.

Paste these directly into your chat to begin.

Starting points

These are opening lines. Swap out names like 'Acme Corp' for your actual clients.

Bidsketch Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_o1cwwoCU3LE3FKQEbpzWG8qezgyJM8rmSeimRaGu/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Bidsketch capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "bidsketch-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_o1cwwoCU3LE3FKQEbpzWG8qezgyJM8rmSeimRaGu/mcp"
    }
  }
}
Copy into chat04

  • List all my active proposals in Bidsketch.

  • What is the status of the proposal for Acme Corp?

  • Show me the details for the proposal sent to Globex.

  • Which of my proposals are currently pending?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Bidsketch once, then ask.

Click the link to connect your account. Your login stays encrypted on our side, and you can start querying your deals immediately.

Connect Bidsketch to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my proposal amounts?

    No. The AI can only read data from Bidsketch. You must go into the Bidsketch app to edit any proposal details.

  • 02

    Can the AI delete a proposal for me?

    No. The tools only allow the AI to list and view proposal information. Deletion must be done by you in Bidsketch.

  • 03

    Does the AI see my entire Bidsketch account?

    The AI only accesses the specific proposal data it needs to answer your questions.

  • 04

    Can I ask for a summary of my total pending value?

    Yes. Once the AI lists your proposals, it can calculate the totals for you.

  • 05

    Is the data real-time?

    Yes. The AI queries Bidsketch directly when you ask a question, so you see the most current status.

  • More questions about Bidsketch? The Connector page answers them. See everything the Bidsketch Connector can do

Connect Bidsketch to Claude, Cursor, ChatGPT & more