Connect Better Proposals to AI agents

Connect Better Proposals to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

get_company

Get Company

Retrieves detailed information about a specific company by its ID. Companies represent client organizations associated with proposals.

list_companies

List Companies

Retrieves all client companies in the account. Companies represent client organizations and are associated with proposals. Supports pagination.

list_currencies

List Currencies

Retrieves all supported currencies. Use this to find the correct currency code when creating proposals.

list_proposals

List Proposals

Retrieves proposals from Better Proposals. Can list all proposals or filter by status: **new**, **opened**, **sent**, **signed**, or **paid**. Supports pagination for large result sets.

list_quotes

List Quotes

Retrieves all quotes from the account. Supports pagination for accounts with many quotes.

get_proposal_count

Get Proposal Count

Retrieves the total number of proposals in the account. Useful for dashboards, reporting, or checking activity levels.

create_proposal

Create Proposal

Creates a new proposal in Better Proposals. Allows specifying the client company, cover design, template, document type, brand, currency, tax settings, contacts with signature requirements, and merge tags for dynamic content personalization.

get_template

Get Template

Retrieves detailed information about a specific template by its ID. Use this to inspect template contents before creating a proposal.

get_settings

Get Account Settings

Retrieves account settings, brand settings, and custom merge tags. Combine all three or select specific setting types to retrieve.

list_document_types

List Document Types

Retrieves all document types available in the account. Document types categorize documents (e.g., Proposal, Contract, Quote). The default type is "Proposal".

create_cover

Create Cover

Creates a custom cover design for proposals. The returned cover ID can be used when creating new proposals.

list_templates

List Templates

Retrieves available proposal templates. Templates serve as the basis for creating new proposals. Supports pagination for accounts with many templates.

get_quote

Get Quote

Retrieves detailed information about a specific quote by its ID.

get_proposal

Get Proposal

Retrieves detailed information about a specific proposal by its ID. Also supports fetching the total proposal count across the account.

create_document_type

Create Document Type

Creates a new document type for categorizing proposals and other documents. Specify a custom name and optional color.

More integrations teams use with Better Proposals

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Confluence

Create, read, update, and delete pages, blog posts, comments, and attachments in Confluence spaces. Manage spaces, permissions, labels, and content restrictions. Search content using Confluence Query Language (CQL). Upload and download file attachments with versioning. Manage users, groups, and group memberships. Create and manage whiteboards, databases, folders, and templates. View and update inline tasks. Access audit logs. Listen for webhooks on page, blog, comment, attachment, space, label, and user events.

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles. Receive real-time webhook notifications for page changes, new pages, comments, and database schema updates.

Technical notes for Better Proposals

Create, send, and track professional business proposals, contracts, and sales documents. Manage proposals by status (new, opened, sent, signed, paid) with digital signature support and payment collection. Create and assign custom cover designs, use templates for new proposals, and define document types. Manage client companies and quotes. Retrieve account settings, brand configurations, supported currencies, and custom merge tags for dynamic content personalization. Monitor proposal lifecycle events including creation, sending, opening, signing, and payment.

Connect Better Proposals to production AI agents

See how Metorial gives Better Proposals access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Better Proposals to AI agents with Metorial.

  1. Can Metorial connect Better Proposals to AI agents?
    Yes. Metorial connects AI agents to Better Proposals through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.