Connect Bidsketch to AI agents

Connect Bidsketch 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_proposal_stats

Get Proposal Stats

Retrieve aggregate statistics about proposals across the Bidsketch account. Provides counts and totals useful for reporting and dashboards.

create_fee

Create Fee

Create a new reusable fee item in the Bidsketch library. Reusable fees can later be added to proposals. Supports fixed, hourly, monthly, yearly, and custom fee types.

create_proposal

Create Proposal

Create a new proposal in Bidsketch. Can create from scratch or from an existing template. When using a template, the proposal is pre-populated with the template's sections and fees.

list_clients

List Clients

Retrieve a list of all clients in the Bidsketch account. Supports pagination for large client lists. Returns contact details including name, email, phone, address, and notes.

update_proposal

Update Proposal

Update an existing proposal's metadata and settings. Only the provided fields will be modified.

get_client

Get Client

Retrieve detailed information about a specific client by ID. Returns full contact details, address, and private notes.

list_fees

List Fees

Retrieve reusable fee items saved to the Bidsketch account library. These are template fees that can be added to proposals. Supports pagination.

update_fee

Update Fee

Update an existing reusable fee item in the Bidsketch library. Only the provided fields will be modified.

update_client

Update Client

Update an existing client's information. Only the fields provided will be updated; all others remain unchanged.

list_proposals

List Proposals

Retrieve proposals from Bidsketch. Can list all proposals or filter by client. Supports pagination. Returns proposal metadata including status, totals, and client association.

delete_proposal

Delete Proposal

Delete a proposal and all its associated content (sections and fees) from Bidsketch.

get_proposal

Get Proposal

Retrieve detailed information about a specific proposal. Optionally include full content (sections and fees) by setting `includeContent` to true.

delete_client

Delete Client

Delete a client from Bidsketch. **Warning:** This also deletes all proposals associated with the client.

create_client

Create Client

Create a new client record in Bidsketch. Requires first name, last name, and email. Optionally set phone, website, full mailing address, private notes, and a secondary contact person.

add_proposal_section

Add Proposal Section

Add a new content section to a proposal. Sections are either "opening" (displayed before fees) or "closing" (displayed after fees). Content supports HTML formatting.

update_proposal_fee

Update Proposal Fee

Update a fee item within a proposal. Only the provided fields will be modified.

add_proposal_fee

Add Proposal Fee

Add a fee item to a proposal. Supports fixed, hourly, monthly, yearly, and custom fee types. Fees can be marked as optional for the client.

update_proposal_section

Update Proposal Section

Update a content section within a proposal. Only the provided fields will be modified.

list_templates

List Templates

Retrieve saved proposal templates from Bidsketch. Templates can be used as starting points when creating new proposals. Use the template ID with the "Create Proposal" tool to create a proposal from a template.

delete_section

Delete Section

Delete a reusable content section from the Bidsketch library.

list_sections

List Sections

Retrieve reusable content sections saved to the Bidsketch library. These template sections can be added to proposals as opening or closing content. Supports pagination.

update_section

Update Section

Update an existing reusable content section in the Bidsketch library. Only the provided fields will be modified.

list_proposal_sections

List Proposal Sections

Retrieve sections (content blocks) within a specific proposal. Optionally filter by section type (opening or closing).

list_proposal_fees

List Proposal Fees

Retrieve all fee items within a specific proposal. Returns both required and optional fees with amounts and totals.

remove_proposal_section

Remove Proposal Section

Remove a content section from a proposal.

delete_fee

Delete Fee

Delete a reusable fee item from the Bidsketch library.

create_section

Create Section

Create a new reusable content section in the Bidsketch library. Sections can be of type "opening" (shown before fees) or "closing" (shown after fees).

remove_proposal_fee

Remove Proposal Fee

Remove a fee item from a proposal.

get_template

Get Template

Retrieve detailed information about a specific proposal template, including its sections and fees. Useful for previewing template content before creating a proposal from it.

More integrations teams use with Bidsketch

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 Bidsketch

Create, send, and track professional business proposals. Manage clients with contact details and notes. Create and organize reusable fee items (fixed, hourly, monthly, yearly, or custom) and content sections. Build proposals from scratch or templates with configurable taxes, discounts, and approval messages. Receive webhook notifications when proposals are created, sent, viewed, accepted, or declined.

Connect Bidsketch to production AI agents

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

Frequently asked questions

Common questions about connecting Bidsketch to AI agents with Metorial.

  1. Can Metorial connect Bidsketch to AI agents?
    Yes. Metorial connects AI agents to Bidsketch 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.