Offorte MCP Server

Offorte MCP Server is a lightweight bridge that lets AI assistants, chatbots, and autonomous systems create, send, and manage proposals directly through Offorte’s powerful proposal engine. By exposing a curated set of tools via the Model Context Protocol (MCP), it removes the need for developers to build custom API wrappers or handle authentication details manually. Instead, an LLM can simply invoke high‑level actions—such as “create a new proposal” or “send it to the client”—and rely on the server to translate those requests into authenticated calls against Offorte’s public API.

The server focuses on the core workflow that most sales teams rely on: drafting a proposal, populating it with templates and contacts, and delivering it to the intended recipients. It deliberately limits its surface area to avoid accidental data loss; update and delete operations are omitted for now, with the possibility of adding them later based on real‑world usage. This conservative approach ensures that AI agents can safely automate proposal creation without risking unintended side effects.

Key capabilities include:

• Context initialization – seeds the conversation with usage instructions and available tool references.
• Account insight – lists all users tied to the account, useful for role‑based access or multi‑user workflows.
• Automation integration – allows agents to leverage predefined automation pipelines when building proposals.
• Contact management – Tools such as , , and let AI agents add new stakeholders or pull existing ones by name.
• Template handling – , , and expose the rich set of visual, textual, and email templates that Offorte offers.
• Proposal lifecycle – From to , agents can fully orchestrate the proposal journey, including directory listing and search.

In practice, a sales automation bot might receive a voice command like “Draft a proposal for Acme Corp using the standard design and send it today.” The bot would call , pick the correct ID, invoke with a chosen template, and finally trigger . The MCP server handles authentication, rate limiting, and error translation, allowing developers to focus on business logic rather than plumbing.

Offorte’s MCP integration shines in environments where speed and reliability are paramount:

• Voice‑activated sales assistants that need instant proposal generation.
• CRM‑centric workflows where proposals must sync with existing contact records.
• Automated follow‑up systems that schedule and dispatch proposals based on lead scoring.

Because the server is built on Node.js 20.x and supports both standard I/O and Server‑Sent Events, it can be deployed in containerized microservices or as a lightweight sidecar in serverless architectures. The result is a robust, AI‑friendly interface that unlocks the full potential of Offorte’s proposal engine for modern, automated sales pipelines.