Supercharge your AI with Better Proposals. Manage client proposals and CRM data through conversation.
Works with every AI agent you already use
…and any MCP-compatible client
Connect to your AI in seconds.
Better Proposals connects your sales workflow directly into any AI agent. You can manage an entire deal cycle—from creating initial contacts and listing company details, to generating full proposals and tracking performance analytics—all through natural conversation.
What your AI can do
Create contact
Adds a brand-new person record into your contact list.
Create proposal
Generates and drafts an entirely new proposal document.
Get analytics
Retrieves performance metrics, showing you how your past proposals are doing.
It allows your agent to add new people to your contact list when you identify them in conversation.
You can have the system create a brand-new proposal document with minimal input.
The agent retrieves detailed analytics on how your existing proposals are performing.
It fetches specific details about a client's organization, ensuring you have the right background info before writing anything.
You can ask for complete lists of your current contacts or associated companies to review who you've worked with recently.
The system provides a list of saved proposal formats, helping you pick the right style for the client.
Ask an AI about this
Compatible AI Apps
OAuth 2.0 CompatibleWaiting for input…
Better Proposals MCP: 10 Tools for Sales Workflow
These tools let you manage every part of the sales lifecycle—from creating client records to tracking deal performance—all through simple conversation.
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Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Better Proposals on VinkiusCreate Contact
Adds a brand-new person record into your contact list.
Create Proposal
Generates and drafts an entirely new proposal document.
Get Analytics
Retrieves performance metrics, showing you how your past proposals are doing.
Get Company
Pulls up specific background details for a client's company.
Get Contact
Retrieves the full record and history for a single contact person.
Get Proposal
Fetches all details about one specific proposal document you're working on.
List Companies
Provides a complete list of all companies associated with your account.
List Contacts
Returns a comprehensive list of every contact person you have recorded.
List Proposals
Lists all proposal documents, allowing you to see their current status.
List Templates
Shows every saved template format available for creating a new document.
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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Better Proposals. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This connection provides 10 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
The headache starts when your sales process requires constant context switching.
Right now, running a single deal can feel like doing five different jobs in one afternoon. You log into the CRM to verify who you're talking to; then you switch over to the document tool because you need a fresh template; after that, you jump to another tab just to see if they signed it yet. This constant copy-pasting and switching kills momentum.
With this MCP, all those steps happen in one place. You tell your agent what you want—'Get me the proposal for Acme Corp.' It handles finding the company data, pulling the right template, checking the signature status, and giving you a clean summary. The result is an immediate action, not a list of tabs to click through.
Better Proposals MCP: Centralized Proposal Management
The biggest time sink disappears when you don't have to manually check multiple sources. You no longer need to open the client portal, then search for the proposal ID, and finally copy the status into your internal tracking sheet. The agent does this entire lookup process automatically.
Now, managing a complex deal is just a conversation. It’s direct. It's fast. You focus on closing the deal, not navigating the software.
What your AI can actually do with this
You use this connector to run the whole proposal process without leaving your chat window. Think of it as having your entire CRM stack built into your agent. Instead of jumping between tabs to gather client data or check on deal status, you just ask for it. You can pull up a list of all active proposals, grab specific company details, and even generate new documents using saved templates—all with simple conversation prompts.
This capability lets you track performance metrics by running analytics directly from your agent, making sure nothing slips through the cracks. When building an automated process in Vinkius, this MCP acts as a central source of truth for all things client-facing. It's built to get deals done faster.
019d755b-373f-7267-b2b1-79cf9f43c980 Here's how it actually works
The bottom line is you interact with your sales documents and client records using plain language, not API calls.
First, subscribe to this MCP and enter your Better Proposals API key.
Next, prompt your AI agent with a specific request, like 'List all proposals waiting for signature.'
Your agent uses the tools to pull the data, delivering structured results directly in the chat.
Who is this actually for?
Sales Account Managers who hate switching between their CRM and document software. It's for the people whose job requires juggling too much data—tracking statuses while drafting content.
Needs to check proposal status, grab client details, and generate a follow-up document without opening three different browser tabs.
Relies on the MCP to instantly access template lists or pull up company data so they can quickly write tailored proposals during a call.
Wants an automated way to manage proposal follow-ups and keep track of all client interactions in one place.
What Changes When You Connect
Stop losing time checking deal status. With the list_proposals tool, you get an instant overview of every document's progress—pending, sent, or signed.
Need to write a proposal but don't know which style to use? The ability to list templates lets you choose from your saved formats instantly, keeping branding consistent across all client materials.
When starting a new deal, you don't have to manually input every detail. You can first pull up company details using get_company, then immediately create the necessary contact record with create_contact.
Don't guess how well your sales are doing. The get_analytics tool pulls real performance data directly into your chat, so you know exactly where to focus your efforts next week.
It centralizes everything. By managing contacts and company details right alongside proposal creation, the MCP ensures you always have a single source of truth for every client interaction.
See it in action
Client needs a status update on an old deal.
The agent checks the list of proposals to find 'Website Redesign' (using list_proposals) and reports that it's currently waiting for signature. It also uses get_contact to pull up the main client contact’s phone number so the rep can follow up manually.
Starting a new relationship with a small firm.
The agent first runs list_companies to see if they've worked with this industry before. Then, it uses get_company to validate the necessary details and finally executes create_proposal using a standard template.
A sales rep needs to onboard a new client.
The agent guides the user to create a new contact using create_contact, ensuring all required fields are filled. After that, it fetches company details via get_company so the representative can customize the proposal content before sending.
Reviewing quarterly sales performance.
Instead of logging into a separate dashboard, the agent runs get_analytics, pulling together key metrics for all outgoing proposals. It then uses list_contacts to see which contacts are associated with low-performing deals.
The honest tradeoffs
Listing tools one by one
Trying to use the MCP only for listing: 'List companies. Now list contacts. Then list proposals.' This is slow and doesn't show workflow.
Think conversationally. Instead of listing, ask a question like, 'Which top 3 clients need proposal follow-ups?' Your agent will then know to run list_proposals combined with data from list_contacts.
Ignoring foundational data
Creating a new proposal immediately without checking the company record, leading to incorrect legal or billing details.
Always start by asking for the core context. Run get_company first. This verifies the organization's existence and provides the necessary foundation before you use create_proposal.
Manual data entry after AI call
The agent pulls up a list of contacts, but the user still has to go into the external CRM to update their status.
Use the MCP's tools to complete transactions. If you need an update, ask the agent directly: 'Update John Doe's contact record and mark them as engaged.' This keeps everything in the flow.
When It Fits, When It Doesn't
You should use this MCP if your sales cycle depends on structured documents, client history, or detailed performance reporting. If you constantly switch between a CRM system, a document generator, and an analytics dashboard, this is for you. It works best when you need to execute multi-step actions: 'Check the company details, then create a proposal using that data.' Don't use it if your main goal is just casual chat or simple text generation; you need structured data exchange. If all you want is to write an email draft based on general knowledge, any AI client will handle that fine. But if you need to guarantee the accuracy of names, dates, and proposal formats, this MCP is essential.
Questions you might have
How do I use the `create_proposal` tool? +
To create a proposal, simply tell your agent what it is for and which template to use. You don't need to specify API IDs; just give the context.
Can I check my deal status using `get_analytics`? +
Yes, running get_analytics pulls detailed performance data for all your outgoing proposals, showing you exactly where deals are stalled or succeeding. It's much better than manually checking individual statuses.
What if I forget the client company name? Can I still use `create_contact`? +
It's best to get the company details first by using get_company. This ensures that when you create a contact, it links back to an accurate and existing organizational record.
Do I need to list templates before creating one? +
No. You just tell your agent the goal—'Create a proposal for X.' The MCP uses list_templates in the background to suggest or select the appropriate format automatically.
How can I use the `list_proposals` tool to view my deal history? +
It gives you a comprehensive overview of every proposal. The tool returns a list containing key details like the document title, the date it was created, and its current status (e.g., pending or signed). This lets your agent quickly filter by specific criteria.
What information does `get_company` retrieve? Is it enough to customize a proposal? +
It pulls all detailed records for a specified company ID, including its main address and key organizational contacts. This rich data allows your agent to personalize the proposal content far beyond just naming the client.
If I use `create_contact`, do I have to manually link them to a company record? +
Yes, you must explicitly provide the Company ID when calling create_contact. This step is vital because it establishes the proper relationship between the individual and their organization within your account data.
Are there rate limits if my agent runs multiple tools like `list_contacts` then `get_contact`? +
The API adheres to standard usage rate limits. If you execute too many requests in a short span, your agent will receive an error code indicating the wait time. Always check the documentation for specific retry intervals.
Can I see if a client has opened my proposal using the agent? +
Yes! Use the get_proposal tool 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.
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