s automation sets which are used as an optional input to create a new proposal ### Contacts - **create_contact** – Create a new contact (organisation or person/individual) - **get_contact_details** - Get all details for a contact by id - **search_contact_organisations** - Search for organisations by name in the contacts - **search_contact_people** - Search for people by name in the contacts ### Favorites - **get_proposal_templates** – Lists proposal templates which are used as starting points to create new proposals ### Proposals - **create_proposal** – Create a new proposal - **get_proposal_directories** – Get all proposal directories grouped by status - **search_proposals** – Search for proposals by query - **send_proposal** – Send a proposal to its assigned contacts ### Settings - **get_design_templates** – Lists available design templates which are used to create new proposals - **get_email_templates** – Lists available email templates which are used to send proposals - **get_text_templates** – Lists available language text templates which are used to create new proposals ## MCP Clients Currently, this MCP server has only been tested with Claude Desktop. More client examples will be added in the future. ### Claude Desktop Configuration Find your `claude_desktop_config.json` at `Claude > Settings > Developer > Edit Config` and depending on which option you'd like, add **JUST ONE** of the following: #### NPX Running it straight from the npm registry. ```json { "mcpServers": { "offorte-proposals": { "command": "npx", "args": ["-y", "@offorte/mcp-server"], "env": { "OFFORTE_ACCOUNT_NAME": "", "OFFORTE_API_KEY": "" } } } } ``` #### Local Node Dependencies should have been installed & the project is build before you use this method (`pnpm install`). ```json { "mcpServers": { "offorte-proposals": { "command": "node", "args": ["/path/to/directory/offorte-mcp-server/dist/server.js"], "env": { "OFFORTE_ACCOUNT_NAME": "", "OFFORTE_API_KEY": "" } } } } ``` ## Development To get started, clone the repository and install the dependencies. Make sure you have an .env file and it includes the proper values. ```bash git clone https://github.com/offorte/offorte-mcp-server.git cd offorte-mcp-server pnpm install pnpm dev ``` ### Commands Check the NPM scripts for all commands, below is a short summary of the most important onces. | Script | Info | | -------------- | ------------------------------------- | | `pnpm build` | Build the project for production | | `pnpm start` | Start the production server | | `pnpm dev` | Start the development server | | `pnpm inspect` | Inspect the server | | `pnpm format` | Format code using Prettier and ESLint |2a:T595,## What is Offorte MCP Server? Offorte MCP Server is a server designed to facilitate the creation and sending of proposals using AI through the Offorte API. It acts as a bridge between AI agents and Offorte's proposal engine, enabling automation workflows for proposal actions. ## How to use Offorte MCP Server? To use the Offorte MCP Server, you need to set up the server with Node.js, obtain an Offorte API key, and configure it according to the provided instructions. You can then utilize various tools to create and send proposals. ## Key features of Offorte MCP Server? - Integration with Offorte's proposal engine for automated proposal creation. - Support for various automation tools to streamline proposal workflows. - Voice-triggered and AI-powered proposal sending capabilities. ## Use cases of Offorte MCP Server? 1. Automating the proposal creation process for businesses. 2. Integrating proposal actions into chat interfaces and AI tools. 3. Enhancing proposal workflows with

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Offorte MCP Server