# Cacheflow MCP MCP

> Cacheflow lets your AI agent manage the entire sales proposal lifecycle—from initial quoting to final billing and CRM sync. It removes friction from closing deals by letting you interact with proposals, approvals, customer lists, and revenue data using natural conversation.

## Overview
- **Category:** sales-automation
- **Price:** Free
- **Tags:** cpq, sales-proposals, b2b-checkout, subscription-management, deal-closing, procurement

## Description

Managing quotes, subscriptions, and complex deal flows used to mean jumping between five different tabs: the core system, Salesforce, the approval portal, and a billing spreadsheet. Now, your AI agent handles it all through one chat window. You don't need to remember which API endpoint tracks what; you just ask for it. Your agent can retrieve details on specific proposals or monitor who needs to sign off before a deal moves forward. When you connect this MCP via Vinkius, your natural conversation becomes the command center for sales operations. The system handles generating new quotes and making sure all that data gets correctly synced to your connected CRM instance, keeping everyone—sales, finance, and ops—on the same page.

## Tools

### create_proposal
Generates and saves a brand new sales proposal document for review and signature.

### get_approval_requests
Retrieves a list of internal requests that are currently waiting on management sign-off.

### get_proposal_details
Fetches all the specific, deep metadata for any single proposal document.

### list_customers
Lists and retrieves directories of external customers currently synced to your account.

### list_proposals
Provides a comprehensive index listing all sales proposals in the system.

### sync_to_crm
Automatically pushes proposal data to your connected CRM instance, updating deal records.

## Prompt Examples

**Prompt:** 
```
List all active sales proposals in my account.
```

**Response:** 
```
I've retrieved your active proposals. You have 3 documents awaiting signature, including 'Enterprise License - Acme Corp' (ID: prop_123). Would you like to check if they've viewed the document yet?
```

**Prompt:** 
```
Show my pending internal approval requests.
```

**Response:** 
```
Accessing approval queue... You have 2 pending requests: one for 'Q2 Product Bundle' requiring VP signature and another for 'Partner Discount' (ID: app_456). Shall I provide the high-fidelity metadata for these?
```

**Prompt:** 
```
Sync proposal 'prop_123' to HubSpot.
```

**Response:** 
```
CRM sync triggered! I've initiated the data push for proposal prop_123 to your connected HubSpot instance. Your deal records will be updated automatically. Need help with any other CRM task?
```

## Capabilities

### Generate New Proposals
Creates a fully formed sales proposal document based on provided parameters.

### Check Approval Statuses
Retrieves a list of internal requests that are currently pending managerial sign-off.

### View Proposal Details
Pulls up all the metadata and specific contents for any existing proposal by its ID or name.

### Fetch Customer Directories
Lists current external customer records synced from your connected CRM system.

### List All Proposals
Provides a full index of all active and completed sales proposals in the account.

### Update CRM Records
Pushes proposal data into your connected CRM instance (Salesforce/HubSpot) to keep records accurate.

## Use Cases

### The AEs need to close a deal fast.
An AE finishes presenting the product and needs to send the quote. Instead of copying data, they ask their agent to run `create_proposal` for the client. Once signed, they immediately prompt the agent to use `sync_to_crm`, pushing all final billing details into HubSpot so nothing falls through the cracks.

### Ops needs to check on internal bottlenecks.
The Sales Ops Lead sees a deal stall. They ask their agent to run `get_approval_requests` and immediately see that two different departments are holding up signatures. They can then pull the full details for one of those requests using `get_proposal_details` to figure out who needs nudging.

### Finance needs a revenue snapshot.
The Finance Manager asks their agent, 'What are all proposals created this quarter?' The agent runs `list_proposals`, providing an instant index. This allows them to quickly audit the pipeline and verify that all deals have associated customer records by running `list_customers`.

## Benefits

- Stop manually checking proposal statuses. You can ask your agent to list all active proposals or check if a specific deal needs approval using `get_approval_requests`.
- Keep your CRM accurate by triggering data synchronization. After generating a quote, simply use the `sync_to_crm` tool to push that record directly into Salesforce without leaving your workflow.
- Never lose visibility on who you're talking to. You can instantly retrieve complete directories of external customers using `list_customers`, ensuring every proposal is linked to the right contact.
- Speed up deal creation by automating quoting. The agent handles creating a professional draft immediately with `create_proposal` based on conversation context.
- Get immediate financial insight. Pulling detailed metadata for any document via `get_proposal_details` gives you instant visibility into revenue performance metrics, bypassing dashboards entirely.

## How It Works

The bottom line is that you talk to your agent, and it executes the necessary sequence of actions across proposal management and CRM synchronization.

1. Subscribe to this MCP and retrieve your API Key and Subdomain from the Cacheflow dashboard.
2. Connect your preferred AI agent client using those credentials within Vinkius.
3. Use natural language prompts—like asking, 'What proposals are waiting for VP approval?'—to initiate a workflow.

## Frequently Asked Questions

**How do I list all active proposals with Cacheflow MCP?**
You run `list_proposals`. This command gives you an index of every proposal in the system, letting you see who owns them and what their current stage is.

**Can I sync a proposal using Cacheflow MCP?**
Yes, running `sync_to_crm` pushes the necessary data to your connected CRM. This ensures that all deal records are updated automatically after any changes or approvals in Cacheflow.

**How do I check for pending sign-offs with get_approval_requests?**
Just ask your agent to run `get_approval_requests`. It pulls a list of all internal documents waiting for management signatures, so you know exactly who needs to take action.

**Do I need to use list_customers before creating a proposal?**
While not mandatory, running `list_customers` first is smart. It confirms that the customer records your agent will pull for the new quote are current and accurate in your system.

**What input format do I need when running the `create_proposal` tool?**
You must pass data as a JSON string. The tool requires specific fields detailing the client, product SKUs, and pricing structure for successful proposal creation.

**How can I use `get_proposal_details` to check a single proposal's status?**
You pass the unique Proposal ID into the function call. This retrieves deep-dive metadata, including current status (draft, sent, viewed) and version history for that specific document.

**If I run `sync_to_crm` with poor data, what happens?**
The MCP performs validation before syncing. If the proposal record is missing critical identifiers (like a customer ID), it will flag an error instead of attempting to push incomplete or corrupt data.

**Are there limitations on the scope of data returned by `list_customers`?**
No, `list_customers` retrieves the full directory of external customers synced from your connected CRM. This includes all necessary fields to establish a relationship before creating proposals.

**How do I find my Cacheflow API Key?**
Log in to your dashboard, navigate to **Settings** > **API**, and generate or copy your secret access token.

**What is my subdomain in Cacheflow?**
Your subdomain is the first part of your Cacheflow URL. For example, if you access at `acme.getcacheflow.com`, your subdomain is `acme`.

**Can I trigger a CRM sync via AI?**
Yes! Use the `sync_to_crm` tool and provide a specific proposal ID to immediately push data to your connected Salesforce or HubSpot instance.