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Offorte Proposal Software

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get_proposal_templates

Access proposal templates to create new proposals quickly using Offorte Proposal Software. Start with pre-built formats for efficient proposal development.

Instructions

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

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Implementation Reference

  • The main handler implementation for the 'get_proposal_templates' tool. It fetches proposal templates from the '/favorites/proposals' endpoint, validates the response using proposalTemplatesSchema, and returns the stringified data.
    export const getProposalTemplatesTool: Tool<undefined, typeof parameters> = {
    	name: 'get_proposal_templates',
    	description: `Lists proposal templates which are used as starting points to create new proposals`,
    	parameters,
    	annotations: {
    		title: 'Get Proposal Templates',
    		openWorldHint: true,
    	},
    	async execute() {
    		const result = await get('/favorites/proposals');
    		const parsed = proposalTemplatesSchema.safeParse(result);
    
    		if (!parsed.success) {
    			throwApiInvalidResponseError(parsed.error);
    		}
    
    		return JSON.stringify(parsed.data);
    	},
    };
  • The Zod schema used for validating the output of get_proposal_templates, which is an array of proposalTemplateSchema objects.
    export const proposalTemplatesSchema = z.array(proposalTemplateSchema);
  • The registration function that adds all tools, including getProposalTemplatesTool (imported at line 4 and included in the tools array at line 27), to the FastMCP server.
    export function registerTools({ server }: { server: FastMCP }) {
    	(tools as unknown as FastMCPTool<Record<string, unknown>, ToolParameters>[]).map(initialContextGuard).forEach((tool) => server.addTool(tool));
    }
  • Inclusion of getProposalTemplatesTool in the tools array for registration.
    getProposalTemplatesTool,
  • The detailed Zod schema for individual proposal templates, used in proposalTemplatesSchema.
    export const proposalTemplateSchema = z
    	.object({
    		automations_set_id: optionalId,
    		custom_fields: z.array(customFieldSchema).optional(),
    		design_template_id: optionalId,
    		id: z.number(),
    		name: z.string(),
    		text_template_id: optionalId,
    	})
    	.passthrough();

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