Cacheflow MCP Connector for Claude

Connect your Cacheflow account to any AI agent and take full control of your automated sales proposals and checkout workflows through natural conversation.

What you can do

• Proposal Orchestration — List and manage active sales proposals programmatically, including monitoring their status (sent, viewed, signed) and retrieving detailed metadata
• Approval Workflow Intelligence — Access your pending approval requests to maintain a high-velocity sales cycle and oversee the internal signing pipeline in real-time
• CRM Ecosystem Sync — Programmatically trigger the synchronization of proposal data to your connected Salesforce or HubSpot instance to ensure high-fidelity records
• Customer Oversight — Retrieve complete directories of external customers synced from your CRM to maintain a perfectly coordinated relationship ecosystem
• Revenue Visibility — Access specific proposal details and monitor sales performance metrics directly through your agent for instant operational reporting

How it works

1. Subscribe to this server
2. Retrieve your API Key from your Cacheflow dashboard (Settings > API)
3. Identify your Subdomain (e.g., 'acme' from acme.getcacheflow.com)
4. Start managing your proposal-to-cash flow from Claude, Cursor, or any MCP client

No more manual status checking of individual proposals or missing high-intent buyer views. Your AI acts as your dedicated sales operations and revenue coordinator.

Who is this for?

• Sales Operations Leads — instantly retrieve proposal summaries and check approval statuses using natural language commands
• Account Executives (AEs) — automate the creation of professional quotes and trigger CRM syncing without leaving your workspace
• Finance Teams — monitor the transition from proposal to active checkout through simple AI queries