• STATUS
  • ITEMS
  • ACTION
  • SUMMARY

How to monitor sales proposals with your AI

Connect Clientjoy to your AI client to keep tabs on your pipeline. Your agent pulls the data so you don't have to log in and hunt for status updates.

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Short answer

How can I track my sales proposals using AI?

Your AI client pulls live data from Clientjoy to show you which proposals are drafted, sent, or pending. You'll see exactly where your deals stand through simple chat commands. This breakdown shows you how it works.

Where your data lands.

Pipeline visibility outcomes.

The AI organizes your Clientjoy information into these specific views.

STATUS

Pipeline tracking

The AI categorizes your deals by their current stage. You'll know exactly which proposals are still in draft and which are out for signature.

ITEMS

Service item audits

Your agent can pull the specific service items used in your quotes. This helps you verify exactly what you've offered to clients.

ACTION

Human follow-ups

The AI flags proposals that haven't moved in a while. You decide when to reach out to a lead based on these updates.

SUMMARY

Progress reports

Get a high-level look at your recent activity. The AI aggregates your sent proposals into a single summary for a quick pulse check.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your chat interface and your Clientjoy account.

  1. Fetch proposal lists

    The agent pulls your current sales documents to see what's active. This provides the foundation for any status check.

    list_sales_proposals

  2. Audit service details

    Your AI looks at the specific items included in your quotes. This ensures the data matches your intended service offerings.

    list_service_items

  3. Identify bottlenecks

    The agent compares sent dates against current status. It finds the deals that haven't moved in a while.

    list_sales_proposals

  4. Report progress

    The AI compiles the retrieved information into a readable format. You get a clean summary of your business development.

    list_sales_proposalslist_service_items

Try it

Copy these to start.

Use these prompts to begin interacting with your Clientjoy data.

Starting points

These are basic starting lines. Swap out the specific client names or proposal types to match your actual Clientjoy setup.

Clientjoy Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_9jMEcswDa46Twvn6Jq28h3iRX73cUY7ey3pnQJoC/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 — Clientjoy capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "clientjoy-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_9jMEcswDa46Twvn6Jq28h3iRX73cUY7ey3pnQJoC/mcp"
    }
  }
}
Copy into chat04

  • Show me all my drafted proposals in Clientjoy.

  • Which service items are currently listed in my active proposals?

  • List all sent proposals for the Acme Corp account.

  • Summarize the status of my most recent sales proposals.

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

Start here

Connect Clientjoy once, then ask.

Just click the link to connect your account. Your credentials stay encrypted, and you can start asking questions immediately.

Connect Clientjoy to your AI

FAQ

How this task behaves.

  • 01

    Can the AI send a proposal to a client for me?

    No. The AI can only read and list your existing proposals and service items.

  • 02

    Can the AI delete a proposal if I tell it to?

    No. This MCP is read-only for proposals and service items. It cannot modify or delete your Clientjoy data.

  • 03

    Does the AI see my client's private contact info?

    The AI only sees the data provided by the list tools, such as proposal status and service items.

  • 04

    How often does the AI update the proposal status?

    The AI fetches live data from Clientjoy every time you ask a question, so you always see the current state.

  • 05

    Can I use this to create new service items?

    No. The AI can only list existing service items; it cannot create new ones in Clientjoy.

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

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