offorte/offorte-mcp-server

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Repository Install

MCP server for the Offorte API - Create & send proposals using AI

概览

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. 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.

README

以下为原文 README 节选，完整内容请查看原文。

Offorte MCP Server

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.

About Offorte
Goals & Coverage
Prerequisites
Available Tools
MCP Clients
Development

About Offorte

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.

API

The MCP server is using the Offorte Public API v2. Read the API documentation for more information.

Demo

Experience the future of proposals: voice-triggered, AI-powered, fully automated. See how Offorte connects voice and workflow in this real demo.

Goals & Coverage

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, copy & send proposals and to update their price tables. Update tools exist for proposal price tables only: update_proposal_pricetables replaces the rows of named price tables. Other update tools and delete tools are not implemented. They might be added in the future, based on reallife results & user feedback.

Prerequisites

Node.js (tested with Node.js 20.x.x)
Offorte API Key (see Authentication Section of the Offorte API Docs)
PNPM for development
TRANSPORT_TYPE (optional): Set to sse to enable Server-Sent Events (SSE) mode, or leave unset/default for stdio (default: stdio).

Available Tools

Context & Setup

get_initial_context – IMPORTANT: Must be called before using any other tools to initialize context and get usage instructions

Account

get_users – Lists all account users for the current account

Automations

get_automation_sets – Lists automation sets which are used as an optional input to create a new proposal

在 GitHub 查看完整 README

安装

npx -y @offorte/mcp-server

新手？先看 mcpskill.org 教程 →

配置

{
	"mcpServers": {
		"offorte-proposals": {
			"command": "npx",
			"args": ["-y", "@offorte/mcp-server"],
			"env": {
				"OFFORTE_ACCOUNT_NAME": "<YOUR_ACCOUNT_NAME>",
				"OFFORTE_API_KEY": "<YOUR_TOKEN>"
			}
		}
	}
}