Offorte
Created 5 months ago
MCP server for Offorte - Create & send proposals using AI.
What is Offorte?
Offorte Proposal Software official MCP server enables creation and sending of business proposals.
Documentation
Offorte MCP Server
MCP server for Offorte - Create & send proposals using AI. This server acts as the bridge between AI agents and Offorte's proposal engine. It enables external models to create and send proposals via Offorte. Built for automation workflows, the MCP makes it easy to integrate proposal actions into AI tools, chat interfaces, and autonomous systems.
About Offorte
Offorte is automated proposal software which helps businesses create, send, and track beautiful interactive proposals. Built for speed, flexibility, and real-world use, it combines automation and smart workflows without sacrificing the personal touch. Learn more about Offorte.
API
The MCP server is using the Offorte Public API v2. Read the API documentation for more information.
Demo
Experience the future of proposals: voice-triggered, AI-powered, fully automated. See how Offorte connects voice and workflow in this real demo.
Goals & Coverage
The goal of this project is to create & send proposals using AI via the protocol. Because of the experimental character, the full Offorte API is not covered and is limited to the tools needed to create & send proposals. Tools which could lead to an LLM updating and deleting stuff are not yet implemented. Update and delete commands might be added in the future, based on real-life results & user feedback.
Prerequisites
- Node.js (tested with Node.js
20.x.x) - Offorte API Key (see Authentication Section of the Offorte API Docs)
- PNPM for development
TRANSPORT_TYPE(optional): Set tosseto enable Server-Sent Events (SSE) mode, or leave unset/default forstdio(default:stdio).
Available Tools
- get_initial_context – Must be called before using any other tools to initialize context and get usage instructions
- get_users – Lists all account users for the current account
- get_automation_sets – Lists automation sets which are used as an optional input to create a new proposal
- create_contact – Create a new contact (organisation or person/individual)
- get_contact_details - Get all details for a contact by id
- search_contact_organisations - Search for organisations by name in the contacts
- search_contact_people - Search for people by name in the contacts
- get_proposal_templates – Lists proposal templates which are used as starting points to create new proposals
- create_proposal – Create a new proposal
- get_proposal_directories – Get all proposal directories grouped by status
- search_proposals – Search for proposals by query
- send_proposal – Send a proposal to its assigned contacts
- get_design_templates – Lists available design templates which are used to create new proposals
- get_email_templates – Lists available email templates which are used to send proposals
- get_text_templates – Lists available language text templates which are used to create new proposals
MCP Clients
Currently, this MCP server has only been tested with Claude Desktop. More client examples will be added in the future.
Development
To get started, clone the repository and install the dependencies. Make sure you have an .env file and it includes the proper values.
Commands
Check the NPM scripts for all commands, below is a short summary of the most important ones.
Server Config
{
"mcpServers": {
"offorte-server": {
"command": "npx",
"args": [
"offorte"
]
}
}
}