• DATA
  • DOCS
  • REVIEW
  • READY

How to create sales proposals with your AI

Connect Cacheflow to your AI client once. After that, you just feed it your data and it handles the document generation.

Ask AI about this page

Short answer

How can I use my AI to make sales proposals?

You provide your AI with structured JSON data containing your deal details. The AI then uses the create_proposal tool to turn that data into a formal document. You'll get a ready-to-send proposal based on your specific inputs.

The results.

Where your data goes.

The AI takes your raw data and turns it into a professional output.

DATA

Structured input

Your AI parses the JSON objects you provide. It maps every field to the correct section of the proposal.

DOCS

Generated proposals

The create_proposal tool builds the document. You receive a formatted file ready for your client.

REVIEW

Human oversight

The AI handles the heavy lifting, but you must check the final numbers and terms. You decide if the tone is right before sending.

READY

Final delivery

Once you approve the draft, the job is done. You have a clean, professional proposal without the manual formatting headache.

The workflow

What your AI does when the data arrives.

The AI acts as the bridge between your raw data and a finished document.

  1. Parse data

    Your AI reads the JSON payload you've prepared. It identifies the client names, pricing, and service descriptions.

    create_proposal

  2. Map fields

    The agent organizes the data to match the required proposal schema. It ensures no required field is left blank.

    create_proposal

  3. Build document

    The AI executes the tool to generate the actual file. It converts the structured text into a formatted proposal.

    create_proposal

  4. Finalize

    The AI presents the completed work to you. You can then ask for specific edits or move to the next deal.

    create_proposal

Try it

Copy these to start.

Use these prompts to kick off the process once you've connected Cacheflow.

Starting points

These are opening lines. You'll need to swap out the bracketed info for your actual JSON data.

Cacheflow Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_kGJO5OSsDochA3Kgf21fsaliNwTMT6b7WfrsBbE2/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 — Cacheflow capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "cacheflow-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_kGJO5OSsDochA3Kgf21fsaliNwTMT6b7WfrsBbE2/mcp"
    }
  }
}
Copy into chat04

  • Use the create_proposal tool with this JSON data: [paste JSON here]

  • I have a new deal for [Client Name]. Use this data to make a proposal: [paste JSON here]

  • Generate a sales proposal using the details in this JSON object: [paste JSON here]

  • Create a proposal for [Project Name] based on these structured details: [paste JSON here]

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

Start here

Connect Cacheflow once, then ask.

Click the link to connect your client. Your credentials stay encrypted and secure on our side. You can find the full technical details on the Connector page.

Connect Cacheflow to your AI

FAQ

How this task behaves.

  • 01

    Can the AI edit my original JSON data?

    No. The AI only reads your data to create the proposal. It does not modify your source files.

  • 02

    Does the AI decide the pricing for me?

    No. The AI only uses the pricing you provide in the JSON data. It won't invent new costs or discounts.

  • 03

    What format will the proposal be in?

    The format is determined by the create_proposal tool based on the data you provide.

  • 04

    Can I ask the AI to change the tone of the proposal?

    Yes. After the tool runs, you can tell your AI client to rewrite specific sections to be more formal or casual.

  • 05

    Do I need to manually format the document?

    No. The tool handles the formatting based on the structured data you feed it.

  • More questions about Cacheflow? See everything the Cacheflow Connector can do

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