offorte/offorte-mcp-server

MCP server for Offorte - Create & send proposals using AI.
This server acts as the bridge between AI agents and Offorte's proposal engine.
It enables external models to create and send proposals via Offorte.
Built for automation workflows, the MCP makes it easy to integrate proposal actions into AI tools, chat interfaces, and autonomous systems.
> **Early technology**
> Please note that MCP (Model Context Protocol) is a new approach to AI integration.
> While powerful, it's still evolving and may occasionally produce unexpected or undesired results.
Table of Contents
- About Offorte
- Goals \& Coverage
- Prerequisites
- Available Tools
- MCP Clients
- Development
About Offorte
Offorte is automated proposal software which helps businesses create, send, and track beautiful interactive proposals.
Built for speed, flexibility, and real-world use, it combines automation and smart workflows without sacrificing the personal touch.
Learn more about Offorte.
API
The MCP server is using the Offorte Public API v2.
Read the API documentation for more information.
Demo
Experience the future of proposals: voice-triggered, AI-powered, fully automated.
See how Offorte connects voice and workflow in this real demo.
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 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