Bidsketch MCP for AI. Track proposals, manage clients, automate sales flow.

Q: How do I check the status of an old deal using listproposals?

You use listproposals to get an overview, which shows you all active documents and their current statuses. You can then ask for more detail on a specific ID.

Q: Can I add new prospects using createclient?

Yes, the createclient tool allows you to build out your client directory by adding brand-new prospect records directly into the system's master database.

Q: Do I need listtemplates before creating a proposal?

It’s smart practice. Running listtemplates first confirms you are using your most current, branded template structure before calling createproposal.

Q: What is the difference between listing and getting details for proposals?

Running listproposals gives a summary of many documents. Using getproposaldetails, you drill down into one specific document to pull its exact financial breakdown or status.

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

Connect to your AI in seconds.

Bidsketch lets you manage sales proposals and client records directly through natural conversation. Connect it to your AI client to track proposal views, collect e-signatures, and keep a perfectly organized database of prospects without ever leaving your workspace.

What your AI can do

Create client

Adds a brand-new client record into your organization's sales database.

Create proposal

Generates and saves an entirely new proposal document using provided data.

Get proposal details

Retrieves specific, detailed information for a single existing proposal.

+ 3 more capabilities included

Track and View Proposals

List all your active proposals and pull specific details—like pricing components or current status—for any given document.

Manage Client Records

Build and maintain a centralized database of prospects, allowing you to create new client entries or see lists of existing organizations.

Organize Templates

View your proposal template library to confirm that your branding and content standards are consistent before creating anything new.

Generate New Proposals

Create a brand-new, structured sales proposal using data you already have available.

Ask an AI about this

Included with Plan

Waiting for input…

AI Agent

Bidsketch: Proposal & Client Tools (6)

These six tools let your agent handle every step of the sales process, from creating a new client record to retrieving detailed information on an active proposal.

Make your AI actually useful.

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 Bidsketch on Vinkius

Create Client

Adds a brand-new client record into your organization's sales database.

Create Proposal

Generates and saves an entirely new proposal document using provided data.

Get Proposal Details

Retrieves specific, detailed information for a single existing proposal.

List Clients

Fetches and displays a list of every client record currently in your account.

List Proposals

Provides an overview of all sales proposals you have created, showing key status...

List Templates

Shows the available proposal templates so you know what branding and content structures are ready to use.

Security and governance baked right in.

Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.

Claude AI

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

Start a conversation

Open a new chat. The Bidsketch integration is available immediately — no restart needed.

Antigravity

Configure Agent Environment

Open your Antigravity agent's workspace configuration or mcp-servers.json file.

Bind the Endpoint

Add the Vinkius endpoint URL to your agent's MCP connections list:

"mcp_servers": {
  "bidsketch-alternative": {
    "serverUrl": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
  }
}

Provide your secure token in place of [YOUR_TOKEN_HERE] to ensure your agent requests are authenticated.

Execute

Start your Antigravity session. The agent will autonomously discover and utilize the Bidsketch tools with full Vinkius guardrails applied.

VS Code Copilot

⚡

One-Click Install (Recommended)

In your Vinkius Dashboard, simply click the Add to VS Code button for this server. We'll automatically configure your local workspace.

Or configure manually

Open MCP Settings

Open VS Code, press Ctrl/Cmd + Shift + P, and search for GitHub Copilot: MCP Servers.

Add Server Config

Add the Vinkius endpoint configuration to your mcp-servers.json file:

"bidsketch-alternative": {
  "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}

Ensure you replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.

LangChain

Install Dependencies

Install the LangChain MCP adapters for your environment:

pip install langchain-mcp-adapters

Connect the Server

Use the SSEClient in LangChain to connect to the Vinkius managed endpoint:

from langchain_mcp_adapters.client import SSEClient

# Connect to Vinkius
client = SSEClient(url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
tools = client.get_tools()

CrewAI

Define the Tool

Load the Vinkius MCP tools into your CrewAI agents:

from crewai import Agent
from mcp_crewai import MCPTool

# Connect securely to Vinkius
vinkius_tools = MCPTool(url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")

# Assign to Agent
researcher = Agent(
    role='Data Researcher',
    tools=vinkius_tools.get_all()
)

Execute Task

Run your CrewAI process. The agent will autonomously route tasks to the Vinkius managed server.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

Import from OpenAPI, Swagger, or YAML specs
Create Agent Skills with progressive disclosure
Deploy to edge with MCPFusion framework
Built in DLP, auth, and compliance on every call
Real time usage dashboard and cost metering
Publish to catalog or keep private

Start building

Make Your AI Do More

Start with Bidsketch, then connect any of our 5,000+ other servers whenever your AI needs more. One click, no limits.

Use this MCP plus 5,000+ others, all in one place
Add new capabilities to your AI anytime you want
Every connection is secured and compliant automatically
Track usage and costs across all your servers
Works with Claude, ChatGPT, Cursor, and more
New servers added to the catalog every week

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Bidsketch. 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.

VINKIUS INFRASTRUCTURE

Cloud Hosted

Managed infra

V8 Isolated

Sandboxed per request

Zero-Trust Proxy

No stored credentials

DLP Enforced

Policy on every call

GDPR Compliant

EU data residency

Token Compression

~60% cost reduction

Your data is protected. See how we built it.

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 6 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.

The headache of manual sales coordination

Right now, tracking a single deal means constant context switching. You open the CRM to check if the client is active, jump to an email thread to see when they last opened the proposal, and then go into the document itself just to find out its total value. You're constantly copying IDs and status names between systems.

With this MCP, you don’t have to copy anything. Tell your agent what you need—like 'Show me all active proposals for Acme Corp.'—and it gathers that information from across the board, giving you a single, clean answer right where you are.

Bidsketch MCP: Getting Proposal Data When You Need It

The ability to run `list_proposals` and instantly get an overview of the entire sales funnel means no more 'where is that document?' questions. Furthermore, running `get_proposal_details` gives you granular data points—like specific pricing or view counts—without having to navigate complex menus.

It’s about immediate access. The proposal information isn't locked behind a dashboard click; it's available in plain conversation.

Support 24/7 support@vinkius.com ↗

Security Vinkius Trust Center ↗

SLA Service Level Agreement ↗

Report Listing Send Report ↗

What your AI can actually do with this

Sales cycles are messy. You're jumping between CRMs, spreadsheet tabs, and the actual proposal document, trying to piece together who saw what, when they signed, and how much the deal is actually worth. This MCP changes that. It lets your agent act like a dedicated sales operations coordinator, managing every detail of your client pipeline via simple chat commands.

You can use it to list all active proposals across different statuses, retrieve specific financial data points for any document, or even build out your contact directory by running list_clients. If you're using a platform like Vinkius, your agent connects once and gets full access to this entire catalog of sales tools.

It’s about getting accurate status updates and client records instantly, letting you focus on closing deals instead of data entry.

Built · Hosted · Managed by Vinkius Bidsketch MCP - Automate Proposals and Client Management

Server ID 019dd0c1-87af-7218-9c48-2585ee582f89

Vinkius Inspector

Compliance Grade A+

Score 100/100

Report View Report ↗

What Changes When You Connect

Know the proposal's real status instantly. Use get_proposal_details to pull pricing components or current viewing stages without logging into the system.

Maintain perfect client data. Running list_clients gives you a clean, up-to-date view of your entire prospect directory for quick cross-referencing.

Start fresh when needed. Use create_proposal to quickly generate professional quotes and documents right from your chat interface.

Keep branding consistent. Check list_templates before starting any work to ensure you always use the correct, high-fidelity design structure.

See the big picture easily. Running list_proposals gives an immediate overview of your active sales funnel, helping coordinate revenue efforts.

See it in action

01 01

Need to check a competitor's proposal status?

A manager needs to know if the 'Global Logistics Pilot' proposal was viewed or signed. They ask their agent to use get_proposal_details, and it immediately returns the current status, value, and last viewed date.

02 02

Client data is siloed across spreadsheets.

A freelancer needs a new client record for 'Tech Innovators' that includes their contact details. They ask the agent to run create_client, building the record directly into the official sales database.

03 03

Team is launching a massive sales campaign.

A team needs to make sure all necessary proposals are ready for the new client base. They use list_proposals first, then check list_templates, ensuring every document meets brand guidelines before generating new ones.

04 04

Must track engagement for a complex deal.

An Account Executive needs to see all active deals and who they belong to. They use list_proposals and filter by client name, getting an immediate overview of the entire pipeline's health.

The honest tradeoffs

Checking proposal status via email.

Anti-pattern

A user manually copies a document ID from an old email and then has to navigate deep into the Bidsketch web portal, clicking through three different tabs just to find the 'Viewed' status.

The Fix

Instead, let your agent use get_proposal_details. You simply ask for the proposal ID in chat, and it delivers the specific data point you need instantly.

Creating a new client manually.

Anti-pattern

A salesperson gets a new lead sheet. They copy and paste all the contact information into their local CRM, risking typos or missing required fields because they don't have access to the master database.

The Fix

Use create_client. Your agent handles the data structure validation, ensuring the client record is built correctly in your official sales directory.

Missing current templates.

Anti-pattern

A designer starts a new proposal using an old version of the company template. The resulting document has outdated branding and pricing fields that don't match the current corporate style guide.

The Fix

Always run list_templates first. This confirms you are working with the absolute latest, approved versions before calling create_proposal.

When It Fits, When It Doesn't

Use this MCP if your primary job involves tracking sales progression—specifically monitoring who sees which proposal and managing that data flow. It's perfect for teams where the deal lifecycle (drafting, viewing, signing) is central to revenue. Don't use it if you only need to manage general accounting ledgers or HR payroll records; those require different systems. If your core need is simply creating a document without tracking views, an alternative proposal generation tool might work better. But if monitoring engagement is key, this MCP provides the full lifecycle view from list_proposals right through to client creation with create_client.

Questions you might have

How do I check the status of an old deal using list_proposals? +

You use list_proposals to get an overview, which shows you all active documents and their current statuses. You can then ask for more detail on a specific ID.

Can I add new prospects using create_client? +

Yes, the create_client tool allows you to build out your client directory by adding brand-new prospect records directly into the system's master database.

Do I need list_templates before creating a proposal? +

It’s smart practice. Running list_templates first confirms you are using your most current, branded template structure before calling create_proposal.

What is the difference between listing and getting details for proposals? +

Running list_proposals gives a summary of many documents. Using get_proposal_details, you drill down into one specific document to pull its exact financial breakdown or status.

When I use `create_proposal`, what format should the data be in? +

The tool requires you to pass all necessary information as a single JSON string. You must ensure that pricing components, client IDs, and descriptions are structured correctly within this payload for the proposal to generate properly.

How do I filter results when running `list_clients`? +

You can pass specific filters or parameters to narrow down the list of clients. Instead of retrieving every record, you tell your agent exactly which clients you need, which improves performance and saves time.

What happens if I use `get_proposal_details` with an invalid ID? +

The agent reports a specific error or message stating that the proposal was not found. You'll need to verify the exact ID before running the command again.

What context do I get after calling `list_templates`? +

The output provides metadata for every template in your library, including details about its brand styling and intended use. This lets you select the right starting point for a new proposal.

How do I find my Bidsketch API Token? +

Can I use specific templates via AI? +

Yes! Use the list_templates tool 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 tools to retrieve the current status (Draft, Sent, Viewed, Won) of any document.

Connect to your AI in seconds.

Create client

Create proposal

Get proposal details

Bidsketch: Proposal & Client Tools (6)

Make your AI actually useful.

Create Client

Create Proposal

Get Proposal Details

List Clients

List Proposals

List Templates

Security and governance baked right in.

Claude AI

Open Claude Settings

Add Custom Connector

Start a conversation

Claude Code

Open your terminal

Add the MCP Server

Start coding

Cursor

One-Click Install (Recommended)

Open Cursor Settings

Add New Server

Use in Composer

Antigravity

Configure Agent Environment

Bind the Endpoint

Execute

VS Code Copilot

One-Click Install (Recommended)

Open MCP Settings

Add Server Config

Windsurf

One-Click Install (Recommended)

Open Windsurf Settings

Add Server Endpoint

LangChain

Install Dependencies

Connect the Server

CrewAI

Define the Tool

Execute Task

Choose How to Get Started

Build Your Own

Make Your AI Do More

Works with Claude, ChatGPT, Cursor, and more

The headache of manual sales coordination

Bidsketch MCP: Getting Proposal Data When You Need It

What your AI can actually do with this

Here's how it actually works

Who is this actually for?

What Changes When You Connect

See it in action

Need to check a competitor's proposal status?

Client data is siloed across spreadsheets.

Team is launching a massive sales campaign.

Must track engagement for a complex deal.

The honest tradeoffs

Checking proposal status via email.

Creating a new client manually.

Missing current templates.

When It Fits, When It Doesn't

Questions you might have