Offorte MCP server

This is a helper that connects your AI assistant to Offorte, a tool for making and sending business proposals. Once it is set up, you can ask your AI in plain words to draft a proposal and send it, and Offorte does the actual work. It is handy if you write proposals often and want to skip the repetitive clicking.

What this MCP server does

You ask your AI something like create a proposal for this client. Your AI uses this helper, which talks to your Offorte account behind the scenes. The helper can look up your contacts, templates, and existing proposals, then create a new proposal and send it to the right people. You get a confirmation back in the chat, and the proposal shows up in Offorte.

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What you can do with it

• Create a new business proposal
• Send a proposal to its contacts
• Search your existing proposals
• Look up or create a contact
• List your proposal templates and design templates
• List email and text templates
• See your account users and automation sets

Try asking your AI

• “Create a proposal for Acme Ltd using my standard template”
• “Search my proposals for anything about the Johnson project”
• “Find the contact details for Sarah at Brightside Media”
• “Send the proposal I just made to its contacts”

What it gives back to you

You get answers in the chat, like a list of matching proposals, contact details, or a confirmation that a proposal was created or sent. It can also show you the templates and users available in your account. When it creates or sends something, you see a short message saying it worked, and the change appears in Offorte.

Before you start

Who it's for

People who write and send business proposals often, like sales teams, agencies, and freelancers who already use Offorte.