by offorte
Create and send proposals via AI using the Offorte API.
Offorte MCP Server enables AI agents to interact with Offorte’s proposal engine, allowing automated creation and delivery of business proposals.
npx).OFFORTE_ACCOUNT_NAME and OFFORTE_API_KEY – either in an .env file or directly in the MCP client configuration.stdio by default or sse).stdio and Server‑Sent Events (SSE) modes.Q: Which transport mode should I choose?
A: Use stdio for local development; switch to sse when you need real‑time streaming updates.
Q: Do I need to implement update or delete actions? A: Currently not available. They may be added in future releases based on feedback.
Q: Which MCP clients are supported? A: Tested with Claude Desktop; additional client examples will be added later.
Q: How are environment variables supplied?
A: Via .env file or directly in the MCP client JSON configuration (see serverConfig below).
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>"
}
}
}
}claude mcp add offorte-proposals npx -y @offorte/mcp-serverExplore related MCPs that share similar capabilities and solve comparable challenges
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