MCP server for Offorte - Create & send proposals using AI.
offorte-mcp-server is an MCP project maintained in the offorte/offorte-mcp-server repository. The maintainer describes its purpose as “MCP server for Offorte - Create & send proposals using AI”. Read the project documentation for the complete scope.
The documented npm package is @offorte/mcp-server. The configuration below comes from the maintainer’s example; adapt its paths and account values to your environment.
The example declares OFFORTE_ACCOUNT_NAME, OFFORTE_API_KEY. Secret-looking values have been replaced with placeholders. Required and optional labels are shown only when the documentation states them.
Project documentation · Repository · Discovery listing. This profile records the public documentation checked on 2026-10-08.
Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.
| Tool | What it does |
|---|---|
| get_initial_context | IMPORTANT: Must be called before using any other tools to initialize context and get usage instructions |
| get_users | Lists all account users for the current account |
| get_automation_sets | Lists automation sets which are used as an optional input to create a new proposal |
| create_contact | Create a new contact (organisation or person/individual) |
| get_contact_details | Get all details for a contact by id |
| search_contact_organisations | Search for organisations by name in the contacts |
| search_contact_people | Search for people by name in the contacts |
| get_proposal_templates | Lists proposal templates which are used as starting points to create new proposals |
| create_proposal | Create a new proposal |
| get_proposal_directories | Get all proposal directories grouped by status |
| search_proposals | Search for proposals by query |
| send_proposal | Send a proposal to its assigned contacts |
| get_design_templates | Lists available design templates which are used to create new proposals |
| get_email_templates | Lists available email templates which are used to send proposals |
| get_text_templates | Lists available language text templates which are used to create new proposals |
{
"mcpServers": {
"offorte-proposals": {
"command": "npx",
"args": [
"-y",
"@offorte/mcp-server"
],
"env": {
"OFFORTE_ACCOUNT_NAME": "<YOUR_ACCOUNT_NAME>",
"OFFORTE_API_KEY": "YOUR_OFFORTE_API_KEY"
}
}
}
}From the project documentation. Replace placeholders and example paths before connecting.
| Variable | Description | Required |
|---|---|---|
| OFFORTE_ACCOUNT_NAME | Declared in the maintainer’s client configuration. | Check documentation |
| OFFORTE_API_KEY | Declared in the maintainer’s client configuration. | Check documentation |
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