Bidsketch MCP server

Connect Bidsketch 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 Bidsketch MCP server

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

  • Use the get proposal stats tool in Bidsketch
  • Use the create fee tool in Bidsketch
  • Use the create proposal tool in Bidsketch
  • Use the list clients tool in Bidsketch
  • Use the update proposal tool in Bidsketch
  • Use the get client tool in Bidsketch

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 summaries saved to the Bidsketch account library. These are template fees that can be added to proposals. Supports pagination. Use get_fee for per-unit amounts and full details omitted from summaries.

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 fee summaries within a specific proposal, including required and optional fees with totals. Use get_proposal_fee for per-unit amounts and full details omitted from summaries.

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.

get_fee

Get Fee

Read a saved reusable fee, including its amount, quantity, currency, unit, category, and full HTML description. Discover fee IDs with list_fees.

get_proposal_section

Get Proposal Section

Read one section belonging to a proposal, including its full HTML content and opening or closing placement. Discover section IDs with list_proposal_sections.

get_proposal_fee

Get Proposal Fee

Read one fee belonging to a proposal, including its full description, optional flag, price, and quantity. Discover fee IDs with list_proposal_fees.

get_section

Get Section

Read a saved reusable section, including its full HTML content, category, and opening or closing placement. Discover section IDs with list_sections.

Connect Bidsketch 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 Bidsketch in Metorial. In your Metorial portal, enable the Bidsketch 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 Bidsketch tools.

Run Bidsketch through the Metorial gateway

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

  • Give Bidsketch and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Bidsketch 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 Bidsketch

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 Bidsketch

Create, manage, and track business proposals. Manage clients, saved fee items, reusable content sections, and read-only proposal templates. Build proposals from scratch or templates with configurable taxes, discounts, and approval messages.

Frequently asked questions

Common questions about connecting Bidsketch to AI agents with Metorial.

  1. How many tools does the Bidsketch MCP server have?
    The Bidsketch MCP server exposes 33 tools, including Get Proposal Stats, Create Fee, Create Proposal. Each one is governed and traced through Metorial.
  2. Bidsketch 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 Bidsketch MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Bidsketch and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Bidsketch MCP server yourself or use the hosted gateway.

Connect Bidsketch to production AI agents

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