get_proposal_stats
Get Proposal Stats
Retrieve aggregate statistics about proposals across the Bidsketch account. Provides counts and totals useful for reporting and dashboards.
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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 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 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 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 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.
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
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
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
Read a saved reusable section, including its full HTML content, category, and opening or closing placement. Discover section IDs with list_sections.
Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.
{"mcpServers": {"metorial": {"url": "<your-magic-mcp-url>"}}}
claude mcp add --transport http metorial <your-magic-mcp-url>
codex mcp add metorial --url <your-magic-mcp-url>codex mcp login metorial
One governed layer for every app your agents reach, not a separate connector per tool.
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.
Common questions about connecting Bidsketch to AI agents with Metorial.