MCP Server

Connect Proposaly to Claude, ChatGPT, or any MCP client

Work your leads, proposals, clients and pricing without leaving the conversation.

https://api.proposaly.io/mcp/
  • 28 tools · 19 read, 9 write
  • OAuth 2.1 with PKCE
  • No API keys needed
  • Company-scoped access

Setup

Connect in a minute

Pick your client. Sign in once and choose the company to connect. Your Proposaly data is available in every conversation.

Claude.ai

  1. Open Claude.ai → Settings
  2. Go to Connectors → Add custom connector
  3. Enter the URL:https://api.proposaly.io/mcp/
  4. Click Add, sign in with your Proposaly account and pick the company to connect

ChatGPT

Requires a ChatGPT paid plan (Plus, Pro, or Business).

  1. Open ChatGPT → Settings → Apps
  2. Enable Developer Mode under Advanced
  3. Create, name it “proposaly”, enter URL:https://api.proposaly.io/mcp/
  4. In a new chat: + → More → enable proposaly

Claude Desktop

  1. Open Claude Desktop → Settings → Connectors
  2. Click Add custom connector and enter the URL:https://api.proposaly.io/mcp/
  3. Click Add and sign in when the browser opens
  4. Connectors you add on the web are available on desktop too, and the other way round

Cursor

Add this to .cursor/mcp.json in your project root

mcp.json
{
  "mcpServers": {
    "proposaly": {
      "url": "https://api.proposaly.io/mcp/"
    }
  }
}

Cursor opens the browser to sign in the first time a tool is used.

Claude Code

Run this command in your terminal:

BASH
claude mcp add --transport http proposaly https://api.proposaly.io/mcp/

Then run /mcp inside Claude Code to sign in.

Gemini CLI

Run this command in your terminal:

BASH
gemini mcp add --transport http proposaly https://api.proposaly.io/mcp/

You will be prompted to sign in on first use.

n8n

  1. Add an MCP Client Tool node to your workflow
  2. Set the transport to HTTP Streamable and the endpoint to:https://api.proposaly.io/mcp/
  3. Connect the node to your AI Agent
  4. The agent authenticates via OAuth on first run

Zapier

  1. In a Zap, add the MCP action → Add a custom MCP server
  2. Set the server URL to:https://api.proposaly.io/mcp/
  3. Complete the OAuth sign-in when prompted
  4. Pick a Proposaly tool as your Zap action and map the inputs

The tools

Tools Reference

28 tools in two groups: 19 read tools and 9 write tools. Open a group, then a tool, to see its parameters and an example prompt.

Read tools are available to every company member. Write tools need a Company Admin role, and each connection only sees the tools it was granted.

Authentication

Sign in once. No API keys to manage.

The server uses OAuth 2.1 with PKCE. Your client opens a browser to sign in, you choose the company to connect and approve the permissions, and the session persists across conversations. Disconnect anytime under Settings → Connected apps in Proposaly.

How it works

  1. Your MCP client sends a connection request
  2. You're redirected to the Proposaly consent screen
  3. You sign in, pick a company and approve the permissions
  4. Tokens are exchanged via PKCE, with no client secret
  5. Every tool call runs as you, inside that company only

See it work

Example Prompts

Once connected, ask in plain English.

How many proposals sit in each stage of my Sales workspace, and what are they worth?

Reads the board and answers with the count and total value per column, exactly as the workspace shows them

Find every proposal that mentions ‘website redesign’ and show me who viewed them this week

Searches the workspace, then lists each match with its latest views and signatures

Add [email protected] as a signer on the Acme proposal and move it to Approved

Adds the recipient, moves the proposal to the Approved stage and confirms both changes

What's the total and the outstanding balance on the Acme proposal?

Returns the billing summary: subtotal, discount, tax, payments received and what is still due

Create a lead called ‘Bluebird Cafe’ in Inbound and tag it as urgent

Creates the lead card in the Inbound workspace and applies the ‘urgent’ label

Your AI agents, in every conversation.

Paste the connector URL into your client and start working.

https://api.proposaly.io/mcp/
MCP Server