Connect Nusii Proposals to AI agents

Connect Nusii Proposals to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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 lists all users on the account and available themes.

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 sections for a specific 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.

More integrations teams use with Nusii Proposals

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. 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. Subscribe to webhooks for list and library change notifications. 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. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

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. Subscribe to real-time change events via Change Data Capture and Platform Events. 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.

Confluence

Create, read, update, and delete pages, blog posts, comments, and attachments in Confluence spaces. Manage spaces, permissions, labels, and content restrictions. Search content using Confluence Query Language (CQL). Upload and download file attachments with versioning. Manage users, groups, and group memberships. Create and manage whiteboards, databases, folders, and templates. View and update inline tasks. Access audit logs. Listen for webhooks on page, blog, comment, attachment, space, label, and user events.

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. Receive real-time webhook notifications for page changes, new pages, comments, and database schema updates.

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. Subscribe to webhooks for proposal and client lifecycle events.

Connect Nusii Proposals to production AI agents

See how Metorial gives Nusii Proposals access the governance, tracing, and security controls teams need.

Frequently asked questions

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

  1. Can Metorial connect Nusii Proposals to AI agents?
    Yes. Metorial connects AI agents to Nusii Proposals through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.