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Offorte MCP Server

@offorte

代码仓库

基本信息

分类

其他

许可证

MIT

传输方式

stdio

作者

offorte

关于 Offorte MCP Server

MCP server for the Offorte API - Create & send proposals using AI

#offorte#proposal#ai

Offorte MCP Server 配置

使用下面的配置,将此服务器添加到你的 MCP 客户端。

{
  "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 工具

工具列表暂未提供

当前收录暂时没有可展示的工具列表，不代表服务没有工具。请查阅项目文档了解支持的能力。

点击上方按钮,在临时沙箱中运行此服务器并实时获取工具列表。

概览

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.

常见问题

1

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.

2

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.

3

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.

4

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.

5

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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