Better Proposals Connector for AI agents.
10 live capabilities
Manage your sales proposals and CRM data through a natural conversation.
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Why people use Better Proposals
Better Proposals for Streamlining Sales Document Workflows
This Connector changes that by letting you handle those tasks through a simple chat. Instead of opening three tabs, you just ask your agent to pull a company's info or list your recent proposals. You get your work done faster and stay in the flow of your sales calls.
What Vinkius changes
You get a conversational interface for your entire sales document library.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Quick quote generation
A rep needs to send a quote but can't remember the client's company size.
- Real-world use case 02
Weekly pipeline audit
An account manager needs to see what's pending for the week.
- Real-world use case 03
On-the-fly lead logging
A new lead is interested but isn't in the system yet.
Complete set · 10capabilities
The complete Better Proposals capability set.
These are the exact actions your AI can choose when you ask it to work with Better Proposals.
01—04
4 capabilities in this set.
Part of 10 available through Better Proposals.
- 01 Capability
Get contact
Pull specific details for a single contact. This helps you find phone numbers or emails quickly without searching your CRM.
- 02 Capability
Create contact
Add a new person to your CRM database. This lets you log new leads as they come in during a conversation.
- 03 Capability
Create proposal
Generate a new professional proposal document. This creates a new record in your account instantly.
- 04 Capability
Get analytics
Pull performance data and status updates for your documents. Use this to see how many proposals are getting signed.
05—07
3 capabilities in this set.
Part of 10 available through Better Proposals.
- 05 Capability
Get company
Retrieve specific details for a particular company. This helps you get the right context before sending a quote.
- 06 Capability
Get proposal
Fetch the full details of a specific proposal. Use this to see the status and content of a document you've already sent.
- 07 Capability
List companies
See a list of every company in your CRM. This is useful for getting an overview of your current client base.
08—10
3 capabilities in this set.
Part of 10 available through Better Proposals.
- 08 Capability
List contacts
View all contacts associated with your account. Use this to find people you need to reach out to.
- 09 Capability
List proposals
See all proposals you've sent or created. It gives you a quick way to see what's currently in your pipeline.
- 10 Capability
List templates
Browse your library of saved proposal templates. This helps you pick the right design for a new deal.
Set up in minutes
One URL. Then ask Better Proposals to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Better Proposals from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_IxNazBXg3DekU9lpUNVjLqpWdDkaFXhO1XA6MgZq/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Better Proposals, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Better Proposals for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_IxNazBXg3DekU9lpUNVjLqpWdDkaFXhO1XA6MgZq/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Better Proposals URL.
- Step 03
Save and start
Save the connection and enable Better Proposals in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"better-proposals": {
"url": "https://edge.vinkius.com/vk_preview_IxNazBXg3DekU9lpUNVjLqpWdDkaFXhO1XA6MgZq/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Better Proposals
Open Agent mode in chat and ask: "Using Better Proposals, help me...". 10 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"better-proposals": {
"url": "https://edge.vinkius.com/vk_preview_IxNazBXg3DekU9lpUNVjLqpWdDkaFXhO1XA6MgZq/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Better Proposals
Ask Copilot: "Using Better Proposals, help me...". 10 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"better-proposals": {
"url": "https://edge.vinkius.com/vk_preview_IxNazBXg3DekU9lpUNVjLqpWdDkaFXhO1XA6MgZq/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Better Proposals
Open Cascade and ask: "Using Better Proposals, help me...". 10 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"better-proposals": {
"url": "https://edge.vinkius.com/vk_preview_IxNazBXg3DekU9lpUNVjLqpWdDkaFXhO1XA6MgZq/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Better Proposals
Ask Cline: "Using Better Proposals, help me...". 10 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add better-proposals --transport http "https://edge.vinkius.com/vk_preview_IxNazBXg3DekU9lpUNVjLqpWdDkaFXhO1XA6MgZq/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Better Proposals
Ask Claude: "Using Better Proposals, show me...". 10 tools are ready
Where the request belongs
Work Better Proposals can move forward.
Sales reps who hate manual data entry and account managers who need to keep their proposal pipeline organized without constant context switching.
Sales Development Representative
Creating new leads and following up on sent proposals during high-volume outreach.
Account Manager
Pulling client history to customize new quotes during a live call.
Small Business Owner
Managing a high volume of contracts and follow-ups with minimal administrative overhead.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsBidsketch
Win more clients with beautiful proposals that track views, collect e-signatures, and accelerate your sales cycle.
Loopio
Connect your Loopio RFP platform to AI. search approved answers, manage proposal projects, and automate questionnaire responses naturally via chat.
Concord CLM
Enable your AI agent to manage contracts, send documents for signature, and track agreement statuses via the Concord CLM API.
Dubsado
Run your creative business with proposal templates, contract signing, invoicing, and client scheduling in one seamless flow.
Clientjoy
Manage your entire client lifecycle from proposals and contracts through invoicing and payments in one streamlined platform.
PandaDoc
Close deals faster with proposals, contracts, and e-signatures in one platform that tracks document engagement in real time.
Bring your own AI
Change the model, client or framework. Keep Better Proposals connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Better Proposals.
The practical details behind the request, access and result.
Can I use Better Proposals MCP to see my active deals?
Yes. You can ask your agent to list your proposals to see which ones are pending, viewed, or signed, giving you an instant overview of your pipeline.
How does Better Proposals MCP help with CRM data?
It lets you pull contact and company details directly into your chat. You can also add new contacts on the fly without leaving your conversation.
Can I create new proposals with the Better Proposals MCP?
Absolutely. You can tell your agent to create a new proposal, and it will generate the document in your account using your saved templates.
Does Better Proposals MCP work with my existing templates?
Yes. The Connector can list your saved templates so you can choose the best one for your new documents.
How can Better Proposals MCP help my sales team stay organized?
It centralizes your document management. Instead of searching through folders, your team can use natural language to find exactly what they need.
Can I see my sales performance using Better Proposals MCP?
Yes. You can request analytics to see how your proposals are performing, helping you understand which documents are closing the most deals.
Can I see if a client has opened my proposal using the agent?
Yes! Use the get_proposal capability with the Proposal ID. Your agent will fetch the latest status, which includes whether the proposal has been viewed, signed, or paid.
How do I list all my saved proposal templates?
Simply ask the agent to list_templates. It will retrieve all the proposal templates available in your account for you to review and use.
Does the integration allow me to create a new contact?
Yes! Use the create_contact action with the name and email. Your agent will register the new contact in your Better Proposals CRM instantly.
One connection away
Give your agent a direct line to Better Proposals.
Connect Better Proposals once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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