Offorte MCP Server

🚀 Offorte MCP Server

The Offorte MCP Server serves as a crucial bridge between AI agents and Offorte's proposal engine. It empowers external models to create and send proposals through Offorte, leveraging the MCP for seamless integration into automation workflows, AI tools, chat interfaces, and autonomous systems.

⚠️ Important Note

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.

🚀 Quick Start

The Offorte MCP Server enables you to create and send proposals using AI via the protocol. To get started, you need to meet the Prerequisites and follow the Development steps.

✨ Features

• Automated Proposal Creation: Helps businesses create, send, and track beautiful interactive proposals.
• AI Integration: Enables external models to interact with Offorte's proposal engine.
• Workflow Automation: Facilitates the integration of proposal actions into AI tools and autonomous systems.

📦 Installation

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).

Development Setup

git clone https://github.com/offorte/offorte-mcp-server.git
cd offorte-mcp-server
pnpm install
pnpm dev

💻 Usage Examples

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.

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.

{
    "mcpServers": {
        "offorte-proposals": {
            "command": "npx",
            "args": ["-y", "@offorte/mcp-server"],
            "env": {
                "OFFORTE_ACCOUNT_NAME": "<YOUR_ACCOUNT_NAME>",
                "OFFORTE_API_KEY": "<YOUR_TOKEN>"
            }
        }
    }
}

Local Node

Dependencies should have been installed & the project is build before you use this method (pnpm install).

{
    "mcpServers": {
        "offorte-proposals": {
            "command": "node",
            "args": ["/path/to/directory/offorte-mcp-server/dist/server.js"],
            "env": {
                "OFFORTE_ACCOUNT_NAME": "<YOUR_ACCOUNT_NAME>",
                "OFFORTE_API_KEY": "<YOUR_TOKEN>"
            }
        }
    }
}

📚 Documentation

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 to create & send proposals using AI via the protocol. Due to its experimental nature, the full Offorte API is not covered, and it is limited to the tools needed for proposal creation and sending. Update and delete commands might be added in the future based on real-life results and user feedback.

🔧 Technical Details

Commands

Check the NPM scripts for all commands, below is a short summary of the most important ones.