What is Offorte MCP Server used for?
It enables AI agents to create and send proposals through Offorte’s automated proposal software using the Model Context Protocol.
Offorte MCP Server
@offorte
Basic information
About Offorte MCP Server
MCP server for the Offorte API - Create & send proposals using AI
Offorte MCP Server config
Add this server to your MCP-compatible client using the configuration below.
{
"mcpServers": {
"offorte-proposals": {
"command": "npx",
"args": [
"-y",
"@offorte/mcp-server"
],
"env": {
"OFFORTE_ACCOUNT_NAME": "<YOUR_ACCOUNT_NAME>",
"OFFORTE_API_KEY": "<YOUR_TOKEN>"
}
}
}
}Offorte MCP Server tools
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Overview
What is Offorte MCP Server?
Offorte MCP Server bridges AI agents with Offorte’s automated proposal software, enabling AI-driven creation and sending of proposals via the Model Context Protocol (MCP). It is intended for automation workflows and integration into AI tools, chat interfaces, and autonomous systems.
How to use Offorte MCP Server?
Install the npm package @offorte/mcp-server (using npx) or clone the repository and build locally. Set the environment variables OFFORTE_ACCOUNT_NAME and OFFORTE_API_KEY. Optionally set TRANSPORT_TYPE to sse for SSE mode (default is stdio). Add the server configuration to your MCP client (tested with Claude Desktop).
Use cases of Offorte MCP Server
- Create a new proposal from an AI chat prompt.
- Send an existing proposal to its assigned contacts automatically.
- Search and manage contacts (organisations and people) via natural language.
- List proposal templates and design templates to use as starting points.
- Retrieve account users and automation sets for proposal preparation.
Frequently asked questions
What are the prerequisites to use this server?
You need Node.js 20.x, an Offorte API key, and a valid Offorte account. For development, PNPM is required.
How do I configure it for Claude Desktop?
Add a server entry to `claude_desktop_config.json` with `command: "npx"` (or `"node"` for a local build) and the required `OFFORTE_ACCOUNT_NAME` and `OFFORTE_API_KEY` environment variables.
What tools are available?
The server provides tools to initialize context, manage contacts, create and send proposals, list automations, templates, design templates, email templates, and text templates, and search proposals and users.
Are there any limitations or known issues?
The server only covers tools needed to create and send proposals; update/delete commands are not yet implemented. MCP is an evolving technology and may occasionally produce unexpected results. Only Claude Desktop has been tested so far.
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