Full read-write Claude connector for Proposify
Make Claude build proposals from templates in Proposify
Stop clicking through the Proposify editor to assemble each proposal by hand. Claude creates the proposal from a template, sets the totals and document fields, associates the right client, and adds predefined sections, leaving a clean draft for you to review.
Proposify is the proposal software sales teams use to build, send, and track proposals, quotes, and contracts, with e-signature built in. People want Claude to do more than check whether a proposal was opened: to create proposals from templates, set document fields and totals, and prepare drafts for review.
What is a Proposify MCP server?
A Proposify MCP server is a small hosted service that exposes Proposify's data and actions to Claude over the Model Context Protocol, so Claude can agreements and signatures inside your own account. We build it as a custom connector with separate read and write tools, and destructive actions stay gated behind your approval.
What can Proposify's current connector do today?
Today, Proposify's available Claude connections tend to be read-leaning or thin: Claude may look up a proposal's status or a client's details, but creating a proposal from a template, setting its document fields and totals, and adding predefined sections are usually limited or unavailable. A custom connector adds those write actions with scoped, human-in-the-loop controls.
What does full read-write Proposify access unlock?
Full read-write Proposify access lets Claude create a proposal from a template, set its document fields and totals, add predefined sections and custom fields, and associate the right client. The draft prep that used to mean clicking through the Proposify editor happens where the request already started.
- Create a proposal from a template and populate its document fields
- Set document-level totals and amounts on a quote or proposal
- Associate an existing client or company with a proposal
- Add predefined sections to a draft proposal
- Set or update custom fields on a proposal
- Update a draft proposal's content or fields before it goes out
Can Claude create a proposal from a template in Proposify?
Yes. A full read-write Proposify connector lets Claude create a proposal from a template, populate its document fields, and set document-level totals and amounts. Claude builds the draft where your request started, and you review the content before anyone acts on it.
Can Claude set up a Proposify draft for me to review?
Yes. Claude can associate an existing client or company, add predefined sections, and set custom fields on the draft, then leave it staged for your review. Each write action is scoped, so Claude prepares the document and waits for your confirmation before anything destructive runs.
Will Claude get more access than my own Proposify account?
No. The connector authenticates as your own account and inherits your existing permissions. If you cannot edit a workspace or open a particular proposal, neither can Claude. Destructive actions like archive and delete stay gated behind your approval, so nothing changes in your account by surprise.
How a Proposify connector works
We build a small MCP server that authenticates to Proposify with OAuth 2.0 or a scoped API key and the narrowest scopes the work needs. Read tools (look up proposal, read its status) and write tools (create proposal, set fields and totals, add sections) are separated, and destructive actions like archive and delete are gated behind your confirmation. Claude never has more access than your own Proposify account already has, and we can add IP allowlisting where your setup supports it.
Frequently asked questions
Can Claude create a proposal from a template in Proposify?
Will Claude archive or delete a Proposify proposal without my approval?
Does a Proposify connector get more access than my own account?
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