• STATUS
  • DETAILS
  • BOTTLENECKS
  • HUMAN

How to monitor proposal approvals with your AI

Connect Cacheflow to your AI client once. After that, you can pull live approval statuses and proposal data just by asking.

Ask AI about this page

Short answer

Can I check proposal statuses in chat?

Yes. Your AI uses Cacheflow to fetch lists of pending requests and specific metadata for any individual proposal. You'll see exactly what's waiting for a signature and the details behind each deal.

The outcomes.

Where your data lands.

Your AI pulls information from Cacheflow and organizes it into these specific results.

STATUS

Pending approval lists

The AI identifies every request currently waiting for a signature. You'll know exactly which proposals are sitting in an inbox.

DETAILS

Specific proposal metadata

Get granular info like contract values or client names. The AI pulls these specific fields directly from the proposal record.

BOTTLENECKS

Identify stalled deals

The AI flags which approvals are taking too long. This helps you spot where the process is stuck without manual checking.

HUMAN

Manual approval required

The AI provides the data, but you still make the calls. It won't approve or reject a proposal for you.

The workflow

What your AI does when you ask for updates.

The AI acts as the bridge between your chat window and your Cacheflow data.

  1. Scan for requests

    The AI looks for any active approval workflows that haven't been completed yet.

    get_approval_requests

  2. Fetch specific data

    Once you identify a specific proposal, the AI pulls the full metadata associated with it.

    get_proposal_details

  3. Filter and summarize

    The AI sorts through the raw data to find exactly what you asked for, like high-value deals or specific clients.

    get_approval_requests

  4. Report findings

    The AI presents the status, metadata, and pending items in your chat.

    get_proposal_details

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

These are opening lines. Swap out the bracketed text with your actual client names or proposal IDs.

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

  • Show me all the pending approval requests for the Acme Corp account.

  • What is the current status of proposal ID #9928?

  • List all proposals waiting for approval that are over $5,000.

  • Give me the metadata for the recent proposal sent to Globex.

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

Start here

Connect Cacheflow once, then ask.

One connection gives your AI access to your proposal data. Your credentials stay encrypted and secure on our side.

Connect Cacheflow to your AI

FAQ

How this task behaves.

  • 01

    Can the AI approve a proposal for me?

    No. The AI can only read and report on the status of approvals. You must log in to Cacheflow to actually approve or reject them.

  • 02

    Can the AI change proposal amounts?

    No. The tools only allow the AI to retrieve existing data. It cannot modify any proposal metadata or values.

  • 03

    Does the AI see all my proposals?

    The AI can see any proposal it has permission to access through the provided tools.

  • 04

    Can I ask for specific fields like contract dates?

    Yes, as long as that metadata is part of the proposal details in Cacheflow.

  • 05

    Will the AI notify me when a status changes?

    No. The AI is reactive. It only provides updates when you specifically ask it a question in chat.

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

Connect Cacheflow to Claude, Cursor, ChatGPT & more