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Offorte Proposal Software

Official

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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