Bidsketch

Bidsketch MCP Connector for Claude

A+

Automate proposal creation via Bidsketch — list proposals, clients, and templates directly from any AI agent.

10 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your Bidsketch account to any AI agent and orchestrate your professional proposal workflows through natural conversation.

What you can do

  • Proposal Management — List, retrieve, and create proposals to speed up your sales process.
  • Client Oversight — Manage your client directory, including contact details and history.
  • Template Discovery — Access and list your saved proposal templates for consistent document generation.
  • Fee Auditing — List and verify the fees and line items associated with your proposals.
  • User Profiles — Retrieve account and user information directly from your workspace.

How it works

  1. Subscribe to this server
  2. Enter your Bidsketch Subdomain and API Token
  3. Start winning more bids from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Freelancers & Agencies — quickly check proposal statuses and client details without manual dashboard navigation.
  • Sales Professionals — create new proposals and clients straight from their workflow tools.
  • Consultants — manage templates and audit proposal fees using natural language.
proposal-softwareclient-managementtemplate-managementsales-documentsautomation

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

create_client

Create a new client

create_proposal

Create a new proposal

get_client

Get specific client details

get_proposal

Get specific proposal details

get_user_details

Get current user details

list_clients

List all clients

list_fees

List fees for a specific proposal

list_proposals

List all proposals

list_templates

List all proposal templates

update_proposal

Update an existing proposal

See how to talk to your AI agent using Bidsketch.

List all active proposals in Bidsketch.

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).

Find the contact ID for 'Acme Corp'.

I found one matching client: 'Acme Corporation' (ID: client_992). You can use this ID to create new proposals for them.

Show my last 5 proposal templates.

Retrieving templates... I found 5 templates, including 'Basic Design Services', 'Consulting Agreement', and 'SEO Retainer'. Which one would you like to use?

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.

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