get_proposal_stats
Get Proposal Stats
Retrieve aggregate statistics about proposals across the Bidsketch account. Provides counts and totals useful for reporting and dashboards.
get_proposal_stats
Retrieve aggregate statistics about proposals across the Bidsketch account. Provides counts and totals useful for reporting and dashboards.
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 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
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 an existing proposal's metadata and settings. Only the provided fields will be modified.
get_client
Retrieve detailed information about a specific client by ID. Returns full contact details, address, and private notes.
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 an existing reusable fee item in the Bidsketch library. Only the provided fields will be modified.
update_client
Update an existing client's information. Only the fields provided will be updated; all others remain unchanged.
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 a proposal and all its associated content (sections and fees) from Bidsketch.
get_proposal
Retrieve detailed information about a specific proposal. Optionally include full content (sections and fees) by setting `includeContent` to true.
delete_client
Delete a client from Bidsketch. **Warning:** This also deletes all proposals associated with the 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 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 a fee item within a proposal. Only the provided fields will be modified.
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 a content section within a proposal. Only the provided fields will be modified.
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 a reusable content section from the Bidsketch library.
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 an existing reusable content section in the Bidsketch library. Only the provided fields will be modified.
list_proposal_sections
Retrieve sections (content blocks) within a specific proposal. Optionally filter by section type (opening or closing).
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 a content section from a proposal.
delete_fee
Delete a reusable fee item from the Bidsketch library.
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 a fee item from a proposal.
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.
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.
Common questions about connecting Bidsketch to AI agents with Metorial.