Better Proposals MCP server

Connect Better Proposals to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Better Proposals MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the get company tool in Better Proposals
  • Use the list companies tool in Better Proposals
  • Use the list currencies tool in Better Proposals
  • Use the list proposals tool in Better Proposals
  • Use the list quotes tool in Better Proposals
  • Use the get proposal count tool in Better Proposals

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.

create_document_type

Create Document Type

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

edit_proposal

Edit Proposal

Updates only the supplied proposal settings. Provided contacts replace the existing unsigned contacts; contacts that have already signed cannot be changed or removed. Call list_proposals to discover proposal IDs.

create_quote

Create Quote

Creates a quote for a client company, optionally using amounts from a template. Call list_companies and list_templates to discover IDs.

get_currency

Get Currency

Retrieves a currency, including its code and supported payment providers. Call list_currencies to discover currency IDs.

create_company

Create Company

Creates a client company and returns its provider data for use in proposals and quotes.

Connect Better Proposals to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Better Proposals in Metorial. In your Metorial portal, enable the Better Proposals MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Better Proposals tools.

Run Better Proposals through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Better Proposals and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Better Proposals tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Better Proposals

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.

Google Sheets

Create, read, and update spreadsheets and their cell data. Read and write values to individual cells, ranges, or multiple ranges using A1 notation or named ranges. Apply cell formatting including text styles, backgrounds, borders, number formats, and conditional formatting. Manage sheets (tabs) within a spreadsheet—add, delete, copy, rename, and reorder them. Create and manage embedded charts, pivot tables, filter views, data validation rules, protected ranges, named ranges, and merged cells. Perform batch operations to apply multiple updates atomically.

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. 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.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. 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. 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.

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.

Frequently asked questions

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

  1. How many tools does the Better Proposals MCP server have?
    The Better Proposals MCP server exposes 20 tools, including Get Company, List Companies, List Currencies. Each one is governed and traced through Metorial.
  2. Better Proposals exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Better Proposals MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Better Proposals and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Better Proposals MCP server yourself or use the hosted gateway.

Connect Better Proposals to production AI agents

See how Metorial gives your team governed access to Better Proposals, with tracing and security controls built in.