Offorte Proposal Software
OfficialServer Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| TRANSPORT_TYPE | No | Set to 'sse' to enable Server-Sent Events (SSE) mode, or leave unset/default for 'stdio' | stdio |
| OFFORTE_API_KEY | Yes | Your Offorte API key | |
| OFFORTE_ACCOUNT_NAME | Yes | Your Offorte account name |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {} |
| logging | {} |
| completions | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_initial_contextA | IMPORTANT: This tool must be called before using any other tools. It will get usage instructions & Offorte context for this MCP server. |
| get_account_usersA | Lists all account users for the current account |
| get_automation_setsA | Lists automation sets which are used as an optional input to create a new proposal |
| get_contact_detailsB | Get all details for a contact by id |
| get_design_templatesA | Lists available design templates which are used to create new proposals |
| get_email_templatesA | Lists available email templates which are used to send proposals |
| get_proposal_directoriesA | Get all proposal directories grouped by status (edit, open, won, lost, closed) |
| get_proposal_templatesA | Lists proposal templates which are used as starting points to create new proposals |
| get_text_templatesA | Lists available language text templates which are used to create new proposals |
| search_contact_organisationsA | Search for organisations by name in the contacts |
| search_contact_peopleB | Search for people by name in the contacts |
| search_proposalsC | Search for proposals by query |
| create_contactC | Create a new contact (organisation or person/individual) |
| create_proposalC | Create a new proposal |
| send_proposalC | Send a proposal to its assigned contacts |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
Latest Blog Posts
MCP directory API
We provide all the information about MCP servers via our MCP API.
curl -X GET 'https://glama.ai/api/mcp/v1/servers/offorte/offorte-mcp-server'
If you have feedback or need assistance with the MCP directory API, please join our Discord server