# Better Proposals MCP MCP

> 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.

## Overview
- **Category:** document-management
- **Price:** Free
- **Tags:** proposal-management, contract-automation, sales-workflow, client-management, document-tracking

## Description

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.

## Tools

### 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.

### 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.

## Prompt Examples

**Prompt:** 
```
List all proposals currently waiting for signature.
```

**Response:** 
```
I've retrieved your pending proposals. You have 3 documents waiting for signature: 'Website Redesign' (ID: prop_1), 'SEO Audit Q1' (ID: prop_2), and 'Logo Design' (ID: prop_3).
```

**Prompt:** 
```
Create a new contact: John Doe, email john@example.com.
```

**Response:** 
```
I've successfully created 'John Doe' as a new contact in your account (ID: con_99283). Would you like to associate them with a company?
```

**Prompt:** 
```
Show me my last 5 proposal templates.
```

**Response:** 
```
Retrieving templates... I found 5 templates, including 'Modern SaaS Proposal', 'Consulting Agreement', and 'Creative Agency Services'. Which one would you like to use for your next document?
```

## Capabilities

### Create new contacts
It allows your agent to add new people to your contact list when you identify them in conversation.

### Generate proposals
You can have the system create a brand-new proposal document with minimal input.

### View performance data
The agent retrieves detailed analytics on how your existing proposals are performing.

### Get company records
It fetches specific details about a client's organization, ensuring you have the right background info before writing anything.

### List all contacts or companies
You can ask for complete lists of your current contacts or associated companies to review who you've worked with recently.

### Access proposal templates
The system provides a list of saved proposal formats, helping you pick the right style for the client.

## Use Cases

### 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.

## Benefits

- 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.

## How It Works

The bottom line is you interact with your sales documents and client records using plain language, not API calls.

1. First, subscribe to this MCP and enter your Better Proposals API key.
2. Next, prompt your AI agent with a specific request, like 'List all proposals waiting for signature.'
3. Your agent uses the tools to pull the data, delivering structured results directly in the chat.

## Frequently Asked Questions

**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.