Bidsketch MCP by usefulapi

List the clients (people or companies proposals are prepared for) with id, name, email and phone. GET /clients.json.

Get one client with full contact details, address, notes and secondary contact. GET /clients/{id}.json.

List the proposals of one client with status (Pending, Viewed, Accepted, Declined) and draft flag. GET /clients/{id}/proposals.json.

WRITE: create a client in Bidsketch. first_name, last_name and email are required (put a company name in `name`). Some Bidsketch plans cap the number of clients (HTTP 426 when reached). POST /clients.json.

WRITE: change fields of an existing client; only the fields you pass are sent and overwrite the old values. PUT /clients/{id}.json.

List all proposals with name, status (Pending, Viewed, Accepted, Declined), draft flag and dates. GET /proposals.json.

Proposal statistics for the account (the total number of proposals). GET /proposals/stats.json.

無需輸入參數。

Get one proposal: status, client, currency, fee subtotals and total, tax/discount, settings and counts of its opening sections, fees and closing sections. GET /proposals/{id}.json.

Get the full content of a proposal in order: opening sections, fees and closing sections. GET /proposals/{id}/content.json.

List the text sections of one proposal (opening and closing). GET /proposals/{id}/sections.json.

Get one section of a proposal with its HTML description. GET /proposals/{id}/sections/{section_id}.json.

List the fee lines of one proposal with type, totals and the optional flag. GET /proposals/{id}/fees.json.

Get one fee line of a proposal. GET /proposals/{id}/fees/{fee_id}.json.

WRITE: create a proposal for a client, optionally from a template (template_id from bidsketch_list_templates, which copies its sections and fees). The proposal is created as a draft; this tool does not send anything to the client. Some plans cap the number of proposals (HTTP 426). POST /proposals.json or POST /templates/{id}/proposals.json.

WRITE: change fields of a proposal; only the fields you pass are sent and overwrite the old values. PUT /proposals/{id}.json.

WRITE: add a text section to a proposal, as an opening or closing section. POST /proposals/{id}/sections.json.

WRITE: change a section of a proposal; only the fields you pass are sent and overwrite the old values. PUT /proposals/{id}/sections/{section_id}.json.

WRITE: add a fee line to a proposal; it changes the proposal's price. Fixed fees take amount as the total; hourly, monthly and yearly fees take amount per unit and a quantity. POST /proposals/{id}/fees.json.

WRITE: change a fee line of a proposal (changes its price); only the fields you pass are sent. PUT /proposals/{id}/fees/{fee_id}.json.

List the reusable fees saved on the account with category, type and total. GET /fees.json.

Get one saved fee with amount, quantity, unit and description. GET /fees/{id}.json.

WRITE: save a reusable fee on the account (it is not added to any proposal). POST /fees.json.

WRITE: change a saved fee; only the fields you pass are sent. Proposals that already use it keep their own copy. PUT /fees/{id}.json.

List the reusable content sections saved on the account with category and type (opening or closing). GET /sections.json.

Get one saved section with its HTML description. GET /sections/{id}.json.

WRITE: save a reusable content section on the account (it is not added to any proposal). POST /sections.json.

WRITE: change a saved section; only the fields you pass are sent. Proposals that already use it keep their own copy. PUT /sections/{id}.json.

List the proposal templates saved on the account. Use a template id with bidsketch_create_proposal. GET /templates.json.

Get one template with the saved sections and fees it is made of. GET /templates/{id}.json.