# Bidsketch MCP MCP > 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. ## Overview - **Category:** document-management - **Price:** Free - **Tags:** proposal-management, contract-automation, sales-cycle, client-management, document-tracking, e-signature ## Description 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. ## Tools ### 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 updates. ### list_templates Shows the available proposal templates so you know what branding and content structures are ready to use. ## Prompt Examples **Prompt:** ``` List all my active sales proposals in Bidsketch. ``` **Response:** ``` I've retrieved your proposals. You currently have 5 active documents, including 'Website Redesign' (Status: Sent) and 'SEO Strategy'. Would you like the high-fidelity pricing metadata for any of these? ``` **Prompt:** ``` Create a new client 'John Doe' (john@example.com) for 'Acme Corp'. ``` **Response:** ``` Client created! John Doe has been successfully added to your Bidsketch directory (ID: cli_789). He is now available for proposal association. Shall I list your available templates for him? ``` **Prompt:** ``` Show the status and value for proposal ID 'prop_123'. ``` **Response:** ``` Fetching proposal details... Proposal prop_123 ('Global Logistics Pilot') is currently 'Viewed' with a total value of $5,400.00. Shall I retrieve the high-fidelity fee breakdown for you? ``` ## Capabilities ### 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. ## Use Cases ### 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. ### 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. ### 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. ### 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. ## Benefits - 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. ## How It Works The bottom line is you tell your AI what you need; it asks Bidsketch and brings back the data. 1. Subscribe to this MCP and grab your API Token from your Bidsketch account settings. 2. Connect the token to your AI client (like Cursor or Claude) through Vinkius. 3. Ask your agent a question—for example, 'List all proposals for Acme Corp.'—and it handles the rest. ## Frequently Asked Questions **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?** 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` 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.