Nusii Proposals MCP server

Connect Nusii Proposals 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 Nusii Proposals MCP server

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

  • Use the update client tool in Nusii Proposals
  • Use the delete client tool in Nusii Proposals
  • Use the update line item tool in Nusii Proposals
  • Use the list clients tool in Nusii Proposals
  • Use the create line item tool in Nusii Proposals
  • Use the get account tool in Nusii Proposals

Supported Tools

update_client

Update Client

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

delete_client

Delete Client

Permanently delete a client from your Nusii account. This action cannot be undone.

update_line_item

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

List Clients

Retrieve a paginated list of clients from your Nusii account. Use pagination parameters to navigate through large client lists.

create_line_item

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

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 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

List Line Items

Retrieve line items, either all items across the account (paginated) or all items within a specific cost section.

create_client

Create Client

Create a new client in Nusii with contact details, preferred currency, locale, and address information.

delete_line_item

Delete Line Item

Permanently delete a line item from a cost section.

get_proposal

Get Proposal

Retrieve detailed information about a specific proposal including its status, client, currency, and associated section IDs.

send_proposal

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

Get Section

Retrieve detailed information about a specific section including its content, type, pricing totals, and associated line items.

update_section

Update Section

Update a section's title, body, position, or settings. Only provided fields will be updated.

create_section

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 Proposal

Archive a proposal. Archived proposals are hidden from the default proposals list but can still be retrieved using the archived filter.

list_activities

List Proposal 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

Delete Section

Permanently delete a section from a proposal or template. This also removes any line items within the section.

list_proposals

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

Delete Proposal

Permanently delete a proposal from your Nusii account. This action cannot be undone.

get_client

Get Client

Retrieve detailed information about a specific client by their ID.

list_sections

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 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

List Templates

Retrieve available proposal templates. Templates serve as blueprints whose sections are copied into new proposals when using a templateId.

list_users

List Users

List account users with IDs for preparedById and senderId when creating, updating, or sending proposals.

get_template

Get Template

Retrieve one template. Use list_templates to discover template IDs and list_sections with templateId to read its content.

Connect Nusii Proposals 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 Nusii Proposals in Metorial. In your Metorial portal, enable the Nusii Proposals 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 Nusii Proposals tools.

Run Nusii Proposals through the Metorial gateway

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

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

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 Nusii Proposals

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.

Frequently asked questions

Common questions about connecting Nusii Proposals to AI agents with Metorial.

  1. How many tools does the Nusii Proposals MCP server have?
    The Nusii Proposals MCP server exposes 26 tools, including Update Client, Delete Client, Update Line Item. Each one is governed and traced through Metorial.
  2. Nusii Proposals 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 Nusii Proposals MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Nusii Proposals and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Nusii Proposals MCP server yourself or use the hosted gateway.

Connect Nusii Proposals to production AI agents

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