Bidsketch MCP Connector for Claude

Connect your Bidsketch account to any AI agent and take full control of your professional sales proposals and client management workflows through natural conversation.

What you can do

• Proposal Orchestration — List and manage all sales proposals programmatically, retrieving detailed status, high-fidelity values, and associated client metadata in real-time
• Client Relationship Management — Programmatically create and manage your directory of prospects and organizations to maintain a perfectly coordinated sales database
• Template Intelligence — Access and monitor your library of proposal templates to ensure your high-fidelity brand styling and content are consistently applied
• Deal Tracking Architecture — Retrieve granular details for specific proposals, including pricing components and high-fidelity descriptions directly through your agent
• Sales Visibility Monitoring — Access comprehensive overviews of your active proposal pipeline and client growth to coordinate your revenue operations efficiently

How it works

1. Subscribe to this server
2. Retrieve your API Token from your Bidsketch account settings (Settings > API)
3. Start orchestrating your sales documents and clients from Claude, Cursor, or any MCP client

No more manual status checking or missing high-intent buyer views. Your AI acts as your dedicated sales operations coordinator and proposal architect.

Who is this for?

• Account Executives — instantly retrieve proposal summaries and update client records using natural language commands
• Freelancers & Agencies — automate the creation of professional quotes and monitor prospect engagement without leaving your workspace
• Sales Managers — monitor the active proposal pipeline and coordinate client databases through simple AI queries