• DATA
  • BENEFIT
  • STRATEGY
  • HUMAN

How to calculate sales proposals with your AI

Connect Fee Navigator to your AI client once. From there, your agent handles the data gathering and math for every pitch.

Ask AI about this page

Short answer

How can I use AI to build sales proposals?

Your AI uses Fee Navigator to pull merchant details and industry benchmarks, then calculates exact savings amounts for your pitch. You get specific, data-backed numbers instead of guesses. This breakdown shows how the tools work together.

The outcomes of a pitch analysis.

What you get from each analysis.

Once the AI runs the data, you'll have these specific outputs ready for your meeting.

DATA

Verified merchant profiles

The AI pulls current merchant data to ensure your starting point is accurate. You won't have to manually hunt for account details.

BENEFIT

Calculated savings amounts

The agent compares current rates against industry standards to find the delta. You get a hard number to show the merchant.

STRATEGY

Industry benchmarks

Your AI pulls stats from the broader market to justify why your proposal makes sense. It adds context to your pitch.

HUMAN

Final pitch review

The AI provides the math and the data, but you decide how to present it. You handle the actual conversation and closing.

The workflow

What your AI does when the request arrives.

The AI moves through these steps to turn a merchant name into a finished proposal.

  1. Identify the merchant

    The agent looks up the specific merchant's current setup and account details.

    get_merchant

  2. Benchmark the rates

    The AI pulls relevant statistics for that specific industry to see how the merchant compares to peers.

    get_industry_stats

  3. Run the math

    The agent compares the merchant's current costs against the new proposed rates.

    get_proposal

  4. Draft the pitch

    The AI organizes the savings data into a clear summary you can use in a meeting.

    get_proposal

Try it

Copy these to start.

Paste these directly into your chat to begin.

Starting points

These are opening lines. Swap out the bracketed info with your actual merchant or industry names.

Fee Navigator Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_FUpMWDHafg3Fq9pjEEp4lRdEntZ66362IP5DpUg2/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 — Fee Navigator capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "fee-navigator-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_FUpMWDHafg3Fq9pjEEp4lRdEntZ66362IP5DpUg2/mcp"
    }
  }
}
Copy into chat04

  • Get the current merchant data for Acme Corp.

  • Compare Acme Corp's rates against industry stats for retail.

  • Generate a savings proposal for the merchant in the Smith account.

  • Show me the potential savings for a merchant in the restaurant industry using the current proposal template.

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

Start here

Connect Fee Navigator once, then ask.

Click the link to connect. Your credentials stay encrypted, and you can immediately start asking your AI about merchant data.

Connect Fee Navigator to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change the merchant's actual rates?

    No. The AI only reads data and calculates potential savings. It cannot modify any live merchant accounts or rates.

  • 02

    Does the AI write the actual email to the client?

    The AI can draft the text for you, but it does not send emails or messages. You must review and send everything yourself.

  • 03

    Where does the AI get the industry data?

    It uses the get_industry_stats tool to pull current market benchmarks.

  • 04

    Can I use this with Claude or Cursor?

    Yes, any MCP-compatible client will work once you connect the Connector.

  • 05

    Does the AI store my merchant data?

    No. The AI uses the data to answer your specific prompts, but it doesn't build a permanent database of your clients.

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

Connect Fee Navigator to Claude, Cursor, ChatGPT & more