by offorte
Enables AI agents to create and send proposals through the Offorte proposal engine.
Offorte MCP Server acts as a bridge between AI models and the Offorte proposal platform. It lets external AI tools generate, customize, and dispatch proposals using the Model Context Protocol, turning natural‑language instructions into concrete API calls.
{
"mcpServers": {
"offorte-proposals": {
"command": "npx",
"args": ["-y", "@offorte/mcp-server"],
"env": {
"OFFORTE_ACCOUNT_NAME": "<YOUR_ACCOUNT_NAME>",
"OFFORTE_API_KEY": "<YOUR_API_KEY>"
}
}
}
}
get_initial_context
tool first to receive usage instructions.create_contact
, create_proposal
, send_proposal
) to build and send proposals.pnpm dev
for development or pnpm start
for production after building.get_initial_context
.get_users
.stdio
(default) and Server‑Sent Events (TRANSPORT_TYPE=sse
).Q: Which transport mode should I use?
A: The default stdio
works for most CLI‑based clients. Use TRANSPORT_TYPE=sse
if your client expects Server‑Sent Events.
Q: Do I need to implement update or delete operations? A: Currently only creation and sending are supported. Update/delete functions may be added later based on feedback.
Q: How do I add this server to Claude Desktop?
A: Add a single entry in claude_desktop_config.json
using the npx configuration shown above, replacing placeholders with your credentials.
Q: What Node.js version is required? A: Tested with Node.js 20.x.x.
Q: How do I run the server in production?
A: Execute pnpm build
then pnpm start
after setting the required environment variables.
MCP server for Offorte - Create & send proposals using AI.
This server acts as the bridge between AI agents and Offorte's proposal engine. It enables external models to create and send proposals via Offorte. Built for automation workflows, the MCP makes it easy to integrate proposal actions into AI tools, chat interfaces, and autonomous systems.
Early technology Please note that MCP (Model Context Protocol) is a new approach to AI integration. While powerful, it's still evolving and may occasionally produce unexpected or undesired results.
Offorte is automated proposal software which helps businesses create, send, and track beautiful interactive proposals. Built for speed, flexibility, and real-world use, it combines automation and smart workflows without sacrificing the personal touch. Learn more about Offorte.
The MCP server is using the Offorte Public API v2. Read the API documentation for more information.
Experience the future of proposals: voice-triggered, AI-powered, fully automated. See how Offorte connects voice and workflow in this real demo.
The goal of this project is too create & send proposals using AI via the protocol. Because of the experimental character, the full Offorte API is not covered and its limited to the tools needed to create & send proposals. Tools which could lead to an LLM updating and deleting stuff are not yet implemented. Update and delete commands might be added in the future, based on reallife results & user feedback.
20.x.x
)TRANSPORT_TYPE
(optional): Set to sse
to enable Server-Sent Events (SSE) mode, or leave unset/default for stdio
(default: stdio
).Currently, this MCP server has only been tested with Claude Desktop. More client examples will be added in the future.
Find your claude_desktop_config.json
at Claude > Settings > Developer > Edit Config
and depending on which option you'd like, add JUST ONE of the following:
Running it straight from the npm registry.
{
"mcpServers": {
"offorte-proposals": {
"command": "npx",
"args": ["-y", "@offorte/mcp-server"],
"env": {
"OFFORTE_ACCOUNT_NAME": "<YOUR_ACCOUNT_NAME>",
"OFFORTE_API_KEY": "<YOUR_TOKEN>"
}
}
}
}
Dependencies should have been installed & the project is build before you use this method (pnpm install
).
{
"mcpServers": {
"offorte-proposals": {
"command": "node",
"args": ["/path/to/directory/offorte-mcp-server/dist/server.js"],
"env": {
"OFFORTE_ACCOUNT_NAME": "<YOUR_ACCOUNT_NAME>",
"OFFORTE_API_KEY": "<YOUR_TOKEN>"
}
}
}
}
To get started, clone the repository and install the dependencies. Make sure you have an .env file and it includes the proper values.
git clone https://github.com/offorte/offorte-mcp-server.git
cd offorte-mcp-server
pnpm install
pnpm dev
Check the NPM scripts for all commands, below is a short summary of the most important onces.
Script | Info |
---|---|
pnpm build |
Build the project for production |
pnpm start |
Start the production server |
pnpm dev |
Start the development server |
pnpm inspect |
Inspect the server |
pnpm format |
Format code using Prettier and ESLint |
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{ "mcpServers": { "offorte-proposals": { "command": "npx", "args": [ "-y", "@offorte/mcp-server" ], "env": { "OFFORTE_ACCOUNT_NAME": "<YOUR_ACCOUNT_NAME>", "OFFORTE_API_KEY": "<YOUR_API_KEY>" } } } }
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