MCP For Claude Marketplace
Better Proposals

Better Proposals MCP Connector for Claude

A+

Create and manage professional proposals via Better Proposals — list proposals, contacts, and templates directly from any AI agent.

10 tools Official Updated Oct 1, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Better Proposals account to any AI agent and orchestrate your sales documents and proposal workflows through natural conversation.

What you can do

  • Proposal Management — List, retrieve, and create professional proposals to close deals faster.
  • Contact & Company Oversight — Manage your CRM data, including contacts and companies, for targeted document delivery.
  • Template Discovery — Access and list your saved proposal templates for consistent and fast document creation.
  • Sales Analytics — Retrieve performance data and status updates for all your outgoing proposals.
  • Account Integration — Verify user profiles and organization settings directly from your workspace.

How it works

  1. Subscribe to this server
  2. Enter your Better Proposals API Key
  3. Start closing more deals from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Sales Teams — quickly check proposal statuses and create new documents without leaving their workflow tools.
  • Account Managers — retrieve client and company details for proposal customization.
  • Small Business Owners — automate proposal management and follow-ups using natural language.
proposal-managementcontract-automationsales-workflowclient-managementdocument-tracking

10 tools expose this connector's capabilities to your AI agent.

get_contact

Get specific contact details

list_contacts

List all contacts

create_contact

Create a new contact

create_proposal

Create a new proposal

get_analytics

Retrieve proposal analytics

get_company

Get specific company details

get_proposal

Get specific proposal details

list_companies

List all companies

list_proposals

List all proposals

list_templates

List all proposal templates

See how to talk to your AI agent using Better Proposals.

List all proposals currently waiting for signature.

I've retrieved your pending proposals. You have 3 documents waiting for signature: 'Website Redesign' (ID: prop_1), 'SEO Audit Q1' (ID: prop_2), and 'Logo Design' (ID: prop_3).

Create a new contact: John Doe, email john@example.com.

I've successfully created 'John Doe' as a new contact in your account (ID: con_99283). Would you like to associate them with a company?

Show me my last 5 proposal templates.

Retrieving templates... I found 5 templates, including 'Modern SaaS Proposal', 'Consulting Agreement', and 'Creative Agency Services'. Which one would you like to use for your next document?

Yes! Use the `get_proposal` tool with the Proposal ID. Your agent will fetch the latest status, which includes whether the proposal has been viewed, signed, or paid.

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