orte.com/en/blog/proposal-software/handsfree-proposal-sending-with-mcp). ## Goals & Coverage The goal of this project is too create & send proposals using AI via the protocol. Because of the experimental character, the full Offorte API is not covered and its limited to the tools needed to create & send proposals. Tools which could lead to an LLM updating and deleting stuff are not yet implemented. Update and delete commands might be added in the future, based on reallife results & user feedback. ## Prerequisites - Node.js (tested with Node.js `20.x.x`) - Offorte API Key (see [Authentication Section](https://www.offorte.com/api-docs/authentication#api-keys) of the Offorte API Docs) - PNPM for development - `TRANSPORT_TYPE` (optional): Set to `sse` to enable Server-Sent Events (SSE) mode, or leave unset/default for `stdio` (default: `stdio`). ## Available Tools ### Context & Setup - **get_initial_context** – **IMPORTANT:** Must be called before using any other tools to initialize context and get usage instructions ### Account - **get_users** – Lists all account users for the current account ### Automations - **get_automation_sets** – Lists 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 | | `pnp

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