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send_proposal

Send proposals to assigned contacts through Offorte Proposal Software. Submit proposals with custom messages and delivery options.

Instructions

Send a proposal to its assigned contacts

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
proposal_idYes
send_message_idNo
send_methodNoofforte
send_messageNo
password_resetNo

Implementation Reference

  • The handler function for the 'send_proposal' tool. It executes a POST request to send the proposal and validates the response using the schema.
    export const sendProposalTool: Tool<typeof parameters._type, typeof parameters> = { name: 'send_proposal', description: 'Send a proposal to its assigned contacts', parameters, annotations: { title: 'Send Proposal', openWorldHint: true, }, async execute({ proposal_id, ...body }) { const result = await post(`/proposals/${proposal_id}/send/`, body); const parsed = sendProposalSchema.safeParse(result); if (!parsed.success) { throwApiInvalidResponseError(parsed.error); } return JSON.stringify(parsed.data); }, };
  • Input/output schemas for the send_proposal tool, including the response structure with receivers.
    export const sendProposalReceiverSchema = z.object({ email: z.string(), fullname: z.string(), id: z.number(), proposal_link: z.string(), }); export const sendProposalSchema = z.object({ receivers: z.array(sendProposalReceiverSchema), });
  • Registration of the sendProposalTool: imported and added to the tools array for server registration.
    import { sendProposalTool } from './proposals/send-proposal.js'; const tools = [ getInitialContextTool, getAccountUsersTool, getAutomationSetsTool, getContactDetailsTool, getDesignTemplatesTool, getEmailTemplatesTool, getProposalDirectoriesTool, getProposalTemplatesTool, getTextTemplatesTool, searchContactOrganisationsTool, searchContactPeopleTool, searchProposalsTool, createContactTool, createProposalTool, sendProposalTool,

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