PROPOSAL.BIZ MCP

Proposal.biz MCP: One Key to Put AI to Work on Your Documents

Connect Claude, ChatGPT, Gemini, or any MCP-compatible AI assistant to your Proposal.biz account. Prompt it, and Proposal.biz builds the document and sends back a link, no dashboard, no template picker.

Used by professionals at 100+ companies

  • Uffizio
  • Evoke Strategy
  • Charge&Go
  • Aktiv
  • Story99
  • Scribd
  • Prolexity
  • Hero
  • Accenture
  • Vyapar
  • Storyboard Films
  • Infosys
  • TCS
  • FinoWorks Technologies
  • Growlity

Why Proposal.biz MCP Exists

Three reasons your AI still can't build you a document without it.

  • You Explain the Same Context Twice

    Your AI already has the brief, the email thread, the client's requirements. Without MCP, you still have to open Proposal.biz and retype what it already knows.

  • You Open the Dashboard for One Document

    Even with a template ready, creating a single proposal still means logging in, picking a document type, and building it screen by screen before it's ready to send.

  • Every Tool Needs Its Own Setup

    Without a shared standard, connecting one AI to your CRM and another to your documents means starting from scratch each time. MCP is that shared standard.

What Is Proposal.biz MCP?

Proposal.biz MCP is the bridge between your AI assistant and your Proposal.biz account, not the tool that writes the document. You send Claude, ChatGPT, or Gemini a prompt, MCP passes that prompt to Proposal.biz, and Proposal.biz builds the actual document using your account's content library, pricing, and messaging. What comes back to your chat isn't the document itself, it's a link, the finished proposal is sitting in your Proposal.biz account, ready to open, edit, or send.

It skips the dashboard entirely: no logging in, no picking a template, no opening the editor to see what came out. One prompt produces one document, pulled straight from your content library. A follow-up prompt, add a case study, change the pricing tier, updates that same document instead of creating a new one, and the link stays the same throughout, so anything you've already sent a client keeps pointing at the current version.

Why Use Proposal.biz MCP?

Stop opening the dashboard just to start a document your AI already has the context for.

  • Speed: Stop Opening the Dashboard to Start a Document

    Ask for a document and get a link back, right where you're already working. No logging in just to open a blank template.

  • Context: Stop Re-Explaining the Brief

    Your AI has already read the email thread and the call notes. Now it can turn that straight into a document instead of you retyping it into a form.

  • Consistency: Every Document Pulls From the Same Source

    Pricing, tone, and messaging come from your content library every time, whether the request came from Claude, ChatGPT, or Gemini.

  • Reach: One Standard, Every AI You Use

    Claude, ChatGPT, Gemini, and any other MCP-compatible assistant use the same key, the same way.

How to Set Up Proposal.biz MCP

Create Your API Key

  1. Step 1

    Generate Your Key

    Head to Settings → API Keys and hit Create Key. Copy it now, it's only shown once.

  2. Step 2

    Add It to Claude, ChatGPT, Gemini, or Any MCP Client

    Paste the key into your AI tool's connector or MCP settings. No code, no config files.
    MCP Server URL: app.proposal.biz/api/mcp

  3. Step 3

    Start Prompting

    Describe the document you need, or point it at your content library for the details, and Proposal.biz sends back a link to the finished draft.

What You Can Do With Proposal.biz MCP

Every prompt below asks your AI to create a document, not check on one, that's the whole job MCP does.

  • Sales

    • 'Draft a proposal for [client] using our SaaS template'
    • 'Turn this call transcript into a proposal draft'
    • 'Pull our current pricing into a new quote'
    • 'Draft a follow-up one-pager for [client] after last week's demo'

  • Agencies & Consultants

    • 'Generate a client-ready proposal from their website URL'
    • 'Draft an SOW for [client] based on this scope note'
    • 'Pull this client's brand details into a new draft'
    • 'Draft a contract for [client] based on the agreed scope'

  • Customer Success & Account Management

    • 'Draft a renewal document for [account]'
    • 'Turn these account notes into a QBR summary document'
    • 'Draft an upsell proposal based on this account's usage notes'
    • 'Turn these renewal notes into a one-pager for the client'

Which AI Tools Support Proposal.biz MCP

One key. Any AI tool that speaks MCP.

  • Claude

    Add your Proposal.biz key as a connector, then ask it to draft a document. Proposal.biz builds it and sends back a link.

  • ChatGPT

    Connect the same key through ChatGPT's connector settings and prompt it the same way, one request, one link back.

  • Gemini

    Add the key inside Gemini's tool settings, whether you're working in the Gemini app or Gemini CLI, and prompt it the same way.

  • Any Other MCP Client

    Cursor, Windsurf, Microsoft Copilot, or anything else that speaks MCP connects with the same key. No separate setup.

Proposal.biz MCP Is Just the Start. Explore the Full Platform.

Most teams jump between five tools to close one deal. Proposal.biz covers the entire journey in one window, from first draft to signed and paid.

  • AI Document Generation

    Turn a single prompt into a fully branded business document in minutes. The drag-and-drop editor handles smart blocks, variables, charts, and pricing tables out of the box.

  • Content Master

    Build a knowledge base your AI actually understands. Extract reusable blocks from any URL or file, keep messaging consistent across every document, and use multiple layout variations for the same content.

  • Team Collaboration

    Stop chasing edits over email. Co-edit in real time, leave inline comments, run multi-step approval workflows, and get notified the moment a teammate or recipient takes action.

  • E-Signatures

    Close deals without leaving the document. e-signatures are built in, work on any device, and notify you the second a client signs.

  • Reports & Analytics

    Find out what actually wins deals. Track opens, scroll depth, time-on-section, and forwarding signals through a full performance dashboard built for sales teams that want to know why a deal closed, not just that it did.

Frequently Asked Questions

Proposal.biz MCP Is One Key Away

Generate a key, connect it to Claude, ChatGPT, Gemini, or any MCP client, and start creating documents without leaving your chat window.

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