update_client
Update Client
Update an existing client's information. Only provided fields will be updated; omitted fields remain unchanged.
Ask your agent in plain language. Each of these maps to a real tool on the server.
update_client
Update an existing client's information. Only provided fields will be updated; omitted fields remain unchanged.
delete_client
Permanently delete a client from your Nusii account. This action cannot be undone.
update_line_item
Update an existing line item's name, cost type, amount, quantity, or position. Only provided fields will be updated. Amounts are in cents.
list_clients
Retrieve a paginated list of clients from your Nusii account. Use pagination parameters to navigate through large client lists.
create_line_item
Add a pricing line item to a cost section. Supports fixed, recurring (monthly, yearly, hourly, etc.), and per-unit pricing. Amounts are specified in cents.
get_account
Retrieve your Nusii account information including company name, default currency, locale, and theme. Also returns the first page of account users and available themes. Use list_users for further pages.
update_proposal
Update an existing proposal's title, client assignment, expiration, display date, theme, or report settings. Only provided fields will be updated.
list_line_items
Retrieve line items, either all items across the account (paginated) or all items within a specific cost section.
create_client
Create a new client in Nusii with contact details, preferred currency, locale, and address information.
delete_line_item
Permanently delete a line item from a cost section.
get_proposal
Retrieve detailed information about a specific proposal including its status, client, currency, and associated section IDs.
send_proposal
Send a proposal to one or multiple recipients via email. Supports custom subject, message body, CC/BCC, and per-recipient signing eligibility.
get_section
Retrieve detailed information about a specific section including its content, type, pricing totals, and associated line items.
update_section
Update a section's title, body, position, or settings. Only provided fields will be updated.
create_section
Add a new section to a proposal or template. Sections can be "text" (content only) or "cost" (with line items and pricing). Set optional to true to make it a client-selectable package.
archive_proposal
Archive a proposal. Archived proposals are hidden from the default proposals list but can still be retrieved using the archived filter.
list_activities
Retrieve the activity log for proposals. Activities include client views, PDF downloads, sends, status changes, acceptances, rejections, email bounces, and email opens. Filter by proposal or client.
delete_section
Permanently delete a section from a proposal or template. This also removes any line items within the section.
list_proposals
Retrieve a paginated list of proposals with optional filtering by status and archived state. Statuses include: draft, pending, accepted, rejected, and clarification.
delete_proposal
Permanently delete a proposal from your Nusii account. This action cannot be undone.
get_client
Retrieve detailed information about a specific client by their ID.
list_sections
Retrieve reusable sections, or filter sections by proposal or template. Sections are the building blocks of proposals and can be either text content or cost sections with line items.
create_proposal
Create a new proposal in Nusii. Optionally create from a template, assign a client, set expiration, and configure display options. The proposal is created in "draft" status.
list_templates
Retrieve available proposal templates. Templates serve as blueprints whose sections are copied into new proposals when using a templateId.
list_users
List account users with IDs for preparedById and senderId when creating, updating, or sending proposals.
get_template
Retrieve one template. Use list_templates to discover template IDs and list_sections with templateId to read its content.
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, send, track, and manage business proposals for freelancers and agencies. Manage clients with contact details, preferred currency, and locale settings. Build proposals from reusable templates with text and cost sections, including line items with fixed, recurring, or per-unit pricing. Send proposals to multiple recipients with configurable subject, message, CC/BCC, and signer eligibility. Track proposal activity including client views, PDF downloads, email opens, acceptances, and rejections. Filter proposals by status (draft, pending, accepted, rejected, clarification). Manage sections and line items within proposals and templates. Retrieve account info, users, and available themes.
Common questions about connecting Nusii Proposals to AI agents with Metorial.