Offorte Proposal Software

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.

Early technology Please note that MCP (Model Context Protocol) is a new approach to AI integration. While powerful, it's still evolving and may occasionally produce unexpected or undesired results.

About Offorte
Goals & Coverage
Prerequisites
Available Tools
MCP Clients
Development

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 too create & send proposals using AI via the protocol. Because of the experimental character, the full Offorte API is not covered and its 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 reallife 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 to sse to enable Server-Sent Events (SSE) mode, or leave unset/default for stdio (default: stdio).

Available Tools

Context & Setup

get_initial_context – IMPORTANT: Must be called before using any other tools to initialize context and get usage instructions

Account

get_users – Lists all account users for the current account

Automations

get_automation_sets – Lists automation sets which are used as an optional input to create a new proposal

Contacts

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

Favorites

get_proposal_templates – Lists proposal templates which are used as starting points to create new proposals

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

Settings

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.

Claude Desktop Configuration

Find your claude_desktop_config.json at Claude > Settings > Developer > Edit Config and depending on which option you'd like, add JUST ONE of the following:

NPX

Running it straight from the npm registry.

{
	"mcpServers": {
		"offorte-proposals": {
			"command": "npx",
			"args": ["-y", "@offorte/mcp-server"],
			"env": {
				"OFFORTE_ACCOUNT_NAME": "<YOUR_ACCOUNT_NAME>",
				"OFFORTE_API_KEY": "<YOUR_TOKEN>"
			}
		}
	}
}

Local Node

Dependencies should have been installed & the project is build before you use this method (pnpm install).

{
	"mcpServers": {
		"offorte-proposals": {
			"command": "node",
			"args": ["/path/to/directory/offorte-mcp-server/dist/server.js"],
			"env": {
				"OFFORTE_ACCOUNT_NAME": "<YOUR_ACCOUNT_NAME>",
				"OFFORTE_API_KEY": "<YOUR_TOKEN>"
			}
		}
	}
}

Development

To get started, clone the repository and install the dependencies. Make sure you have an .env file and it includes the proper values.

git clone https://github.com/offorte/offorte-mcp-server.git
cd offorte-mcp-server
pnpm install
pnpm dev

Commands

Check the NPM scripts for all commands, below is a short summary of the most important onces.

Script	Info
`pnpm build`	Build the project for production
`pnpm start`	Start the production server
`pnpm dev`	Start the development server
`pnpm inspect`	Inspect the server
`pnpm format`	Format code using Prettier and ESLint