Bidsketch Connector for AI agents.
6 live capabilities
Manage your sales proposals and client history through natural conversation.
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Why people use Bidsketch
Bidsketch Proposal Management for Faster Sales Cycles
This Connector changes that by bringing your Bidsketch data into your AI chat. You can pull client history, list your templates, and create new bids in one place. You get to spend less time on data entry and more time actually closing deals.
What Vinkius changes
You get a direct conversational bridge to your Bidsketch sales data.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Quick Client Lookup
A sales rep is on a call and needs to know a past client's history.
- Real-world use case 02
Fast Proposal Creation
A freelancer just closed a lead and needs a new proposal.
- Real-world use case 03
Fee Auditing
A consultant needs to check the fees on a project from last year.
Complete set · 6capabilities
The complete Bidsketch capability set.
These are the exact actions your AI can choose when you ask it to work with Bidsketch.
01—03
3 capabilities in this set.
Part of 6 available through Bidsketch.
- 01 Capability
Create client
Add a new client to your directory. This saves you from having to switch tabs to create a new profile.
- 02 Capability
List proposals
Pull a list of every proposal in your account. Use it to keep track of what's pending or closed.
- 03 Capability
List templates
View all your saved proposal templates. This helps you stay consistent with your branding and structure.
04—06
3 capabilities in this set.
Part of 6 available through Bidsketch.
- 04 Capability
Create proposal
Generate a new proposal in your workspace. Use this to start the sales process immediately from your chat.
- 05 Capability
Get proposal details
Get specific proposal details
- 06 Capability
List clients
See your entire list of clients at once. Use this to quickly scan who you're currently working with.
Set up in minutes
One URL. Then ask Bidsketch to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Bidsketch 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_o1cwwoCU3LE3FKQEbpzWG8qezgyJM8rmSeimRaGu/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 Bidsketch, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Bidsketch for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_o1cwwoCU3LE3FKQEbpzWG8qezgyJM8rmSeimRaGu/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 Bidsketch URL.
- Step 03
Save and start
Save the connection and enable Bidsketch in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"bidsketch": {
"url": "https://edge.vinkius.com/vk_preview_o1cwwoCU3LE3FKQEbpzWG8qezgyJM8rmSeimRaGu/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 Bidsketch
Open Agent mode in chat and ask: "Using Bidsketch, help me...". 6 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"bidsketch": {
"url": "https://edge.vinkius.com/vk_preview_o1cwwoCU3LE3FKQEbpzWG8qezgyJM8rmSeimRaGu/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 Bidsketch
Ask Copilot: "Using Bidsketch, help me...". 6 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"bidsketch": {
"url": "https://edge.vinkius.com/vk_preview_o1cwwoCU3LE3FKQEbpzWG8qezgyJM8rmSeimRaGu/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 Bidsketch
Open Cascade and ask: "Using Bidsketch, help me...". 6 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"bidsketch": {
"url": "https://edge.vinkius.com/vk_preview_o1cwwoCU3LE3FKQEbpzWG8qezgyJM8rmSeimRaGu/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 Bidsketch
Ask Cline: "Using Bidsketch, help me...". 6 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add bidsketch --transport http "https://edge.vinkius.com/vk_preview_o1cwwoCU3LE3FKQEbpzWG8qezgyJM8rmSeimRaGu/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 Bidsketch
Ask Claude: "Using Bidsketch, show me...". 6 tools are ready
Where the request belongs
Work Bidsketch can move forward.
Freelancers and agency owners who are tired of losing time in admin dashboards. It's for the sales lead who needs to pull client history instantly during a live meeting.
Agency Owner
Manages client history and template consistency without manual data entry.
Sales Representative
Creates new proposals and clients quickly during active lead cycles.
Freelance Consultant
Audits proposal fees and updates project scopes through natural language.
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.
Better Proposals
Create and manage professional proposals via Better Proposals. list proposals, contacts, and templates directly from any AI agent.
PandaDoc
Create, send, and track documents, proposals, and e-signatures via PandaDoc. manage the entire document lifecycle from any AI agent.
Bounsel
Manage your contract lifecycle via Bounsel. list documents, automate templates, and request signatures directly from any AI agent.
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.
Bring your own AI
Change the model, client or framework. Keep Bidsketch 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 Bidsketch.
The practical details behind the request, access and result.
Can I use Bidsketch MCP to create new proposals?
Yes, you can create new proposals directly through your AI agent. This allows you to start the sales process immediately without leaving your chat interface.
Does Bidsketch MCP work with Claude?
Yes, it works with any MCP-compatible client like Claude, Cursor, or Windsurf.
How do I see my proposal fees?
You can ask your agent to list the fees for a specific proposal ID. It will pull the exact line items and totals from your Bidsketch account.
Can I manage my client list with this?
Yes, you can list all clients or create new ones using the Connector. This makes it easy to manage your directory through natural conversation.
Is it hard to set up the Bidsketch connection?
No, it's straightforward. You just need your Bidsketch subdomain and API token to connect your data to your AI agent.
Can I update an existing proposal?
Yes, the Connector includes a capability to update proposal details on the fly. You can modify scopes, pricing, or other information via your agent.
Can I check the status of a specific proposal using the agent?
Yes! Use the get_proposal capability with the Proposal ID. Your agent will fetch the latest status, such as whether it has been viewed or accepted.
How do I list all my clients in Bidsketch?
Simply ask the agent to list_clients. It will retrieve the directory of all companies and persons registered in your Bidsketch account.
Does the integration allow me to create a new client?
Yes! Use the create_client action with the name and optionally the email. Your agent will register the new client in your Bidsketch account instantly.
How do I find my Bidsketch API Token?
Log in to your account, navigate to Settings > API, and copy your unique personal token.
Can I use specific templates via AI?
Yes! Use the list_templates capability to identify the correct ID, and then specify it when creating a new proposal programmatically.
How do I track if a proposal was sent?
Use the list_proposals or get_proposal_details capabilities to retrieve the current status (Draft, Sent, Viewed, Won) of any document.
One connection away
Give your agent a direct line to Bidsketch.
Connect Bidsketch once. Keep it beside 5,900+ managed Connectors when the next task needs more.
Explore every Connector No credit card required · Free tier available