# Bidsketch MCP MCP > Bidsketch automates your entire proposal pipeline directly from any AI agent. Use this MCP to list, retrieve, and update proposals, manage client records, and access saved document templates without leaving your conversation flow. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** proposal-software, client-management, template-management, sales-documents, automation ## Description Manage professional proposals through natural chat conversations. This connector lets you build out the full sales cycle—from initial lead contact to final proposal submission—without ever navigating a dashboard. Need to check a client's history or pull up available templates? Just ask. You can also list all active proposals, get specific details on any document, and even audit the fees attached to those line items. The process feels like talking to an expert assistant who already knows where every piece of data lives in your account. By connecting this MCP via Vinkius, you give your agent immediate access to client files, templates, and proposal status updates right when you need them. ## Tools ### create_client Adds a brand-new client entry into your directory. ### create_proposal Generates and saves a new draft proposal for an existing client. ### get_client Retrieves all specific contact details for one known client ID. ### get_proposal Fetches the full content and status of a single proposal document. ### get_user_details Pulls current account information for verification purposes. ### list_clients Generates a list of every client record in your system. ### list_fees Lists the associated fees and line items tied to a specific proposal ID. ### list_proposals Retrieves a list of all proposals, including their current status and IDs. ### list_templates Presents a list of saved proposal templates you can use repeatedly. ### update_proposal Makes changes to an existing, finalized proposal document. ## Prompt Examples **Prompt:** ``` List all active proposals in Bidsketch. ``` **Response:** ``` I've retrieved your proposals. You have 3 documents: 'Web Design Project' (ID: prop_1), 'Content Strategy' (ID: prop_2), and 'Marketing Audit' (ID: prop_3). ``` **Prompt:** ``` Find the contact ID for 'Acme Corp'. ``` **Response:** ``` I found one matching client: 'Acme Corporation' (ID: client_992). You can use this ID to create new proposals for them. ``` **Prompt:** ``` Show my last 5 proposal templates. ``` **Response:** ``` Retrieving templates... I found 5 templates, including 'Basic Design Services', 'Consulting Agreement', and 'SEO Retainer'. Which one would you like to use? ``` ## Capabilities ### Find Client Details Retrieve specific contact information or run a list of all clients in your directory. ### Manage Proposals Generate new proposals, retrieve existing ones by ID, and make necessary updates to an active document. ### Templates & Fees List available proposal templates or verify the associated fees and line items for a given proposal. ### User Data Lookup Access current account and user details within your Bidsketch workspace. ## Use Cases ### Client needs a quick quote update. An agent finds the client's ID via `list_clients`, then uses that to call `get_proposal`. It pulls up the existing document, and when told to adjust the scope, it calls `update_proposal` with the new details. The whole thing happens in one chat turn. ### Drafting a proposal from scratch. You ask your agent to draft a pitch for 'New Client Inc.' It first runs `create_client`, then uses `list_templates` to pick the right format, and finally executes `create_proposal`. All in sequence. ### Auditing an old deal. You need to know exactly what was quoted last year. The agent runs `get_proposal` using a historical ID. It then calls `list_fees` to verify the line items, making sure nothing got missed in the original quote. ### Checking who needs follow-up. You ask your agent to list all proposals that are pending review. The agent runs `list_proposals`, gives you a summary of three documents, and tells you which ones need attention. ## Benefits - Skip dashboard navigation. Instead of manually pulling client data, you can ask the agent to use `get_client` directly in chat, getting details instantly for proposal drafting. - Keep your pitch consistent. Use `list_templates` to see all saved document types, ensuring every client gets a professional, pre-approved look. - Never lose track of status. Run `list_proposals` to get an immediate overview of active documents and their current stages in the sales cycle. - Maintain accuracy on billing. Use `list_fees` when drafting a proposal to verify the exact line items and associated costs before sending it out. - Speed up onboarding. With `create_client`, you can instantly add new contacts and immediately start generating first drafts using `create_proposal`. ## How It Works The bottom line is you stop clicking through dashboards and start asking questions that generate actionable results. 1. Subscribe to the MCP and enter your required Bidsketch subdomain and API token. 2. Connect this MCP via any compatible AI client (Claude, Cursor, etc.). 3. Ask your agent directly—for example, 'List all proposals for Acme Corp'—and get the data returned instantly. ## Frequently Asked Questions **How do I list all proposals using the `list_proposals` tool?** You simply ask your agent to run `list_proposals`. It will give you a list of document IDs and current statuses, letting you know exactly what's active in your account. **Can I use the `get_client` tool if I only have an email address?** The agent needs a specific client ID or name that matches your records. If you don't know it, run `list_clients` first to find the correct identifier. **What is the difference between `create_proposal` and `update_proposal`?** `create_proposal` makes a brand new document. You use `update_proposal` when you need to modify an existing draft or finalized proposal, like changing a scope item. **Does the MCP handle fees for me? I'm worried about billing.** Yes. If you provide a proposal ID, the agent can run `list_fees` to pull all associated line items and fee details instantly so you don't have to manually audit them. **How do I start using the Bidsketch MCP with my AI client?** First, subscribe through Vinkius. Then, enter your subdomain and API token, and finally, ask your agent a specific task—like 'List all templates'—to get started. **If I use the `list_clients` tool, how does it handle getting records if my client base is very large?** It automatically manages pagination. Your agent keeps requesting subsequent pages until it retrieves every single client record in your account. **When I use the `create_client` tool, what minimum data fields do I have to provide for a successful entry?** You must provide at least a company name and primary contact email. Adding phone numbers or industry codes helps your AI client find the record faster later on. **If I use the `list_fees` tool, do I need to pass in a specific Proposal ID for it to work?** Yes, you have to include the unique proposal ID. This tells the system exactly which document's line items and fees you want audited. **Can I check the status of a specific proposal using the agent?** Yes! Use the `get_proposal` tool 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.