Proposal.biz MCP: One Key to Put AI to Work on Your Documents
Connect Claude, ChatGPT, Gemini, or any MCP-compatible AI assistant to your Proposal.biz account. Prompt it, and Proposal.biz builds the document and sends back a link, no dashboard, no template picker.
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Used by professionals at 100+ companies
Why Proposal.biz MCP Exists
Three reasons your AI still can't build you a document without it.
You Explain the Same Context Twice
Your AI already has the brief, the email thread, the client's requirements. Without MCP, you still have to open Proposal.biz and retype what it already knows.
You Open the Dashboard for One Document
Even with a template ready, creating a single proposal still means logging in, picking a document type, and building it screen by screen before it's ready to send.
Every Tool Needs Its Own Setup
Without a shared standard, connecting one AI to your CRM and another to your documents means starting from scratch each time. MCP is that shared standard.
What Is Proposal.biz MCP?
Proposal.biz MCP is the bridge between your AI assistant and your Proposal.biz account, not the tool that writes the document. You send Claude, ChatGPT, or Gemini a prompt, MCP passes that prompt to Proposal.biz, and Proposal.biz builds the actual document using your account's content library, pricing, and messaging. What comes back to your chat isn't the document itself, it's a link, the finished proposal is sitting in your Proposal.biz account, ready to open, edit, or send.
It skips the dashboard entirely: no logging in, no picking a template, no opening the editor to see what came out. One prompt produces one document, pulled straight from your content library. A follow-up prompt, add a case study, change the pricing tier, updates that same document instead of creating a new one, and the link stays the same throughout, so anything you've already sent a client keeps pointing at the current version.
Why Use Proposal.biz MCP?
Stop opening the dashboard just to start a document your AI already has the context for.
Speed: Stop Opening the Dashboard to Start a Document
Ask for a document and get a link back, right where you're already working. No logging in just to open a blank template.
Context: Stop Re-Explaining the Brief
Your AI has already read the email thread and the call notes. Now it can turn that straight into a document instead of you retyping it into a form.
Consistency: Every Document Pulls From the Same Source
Pricing, tone, and messaging come from your content library every time, whether the request came from Claude, ChatGPT, or Gemini.
Reach: One Standard, Every AI You Use
Claude, ChatGPT, Gemini, and any other MCP-compatible assistant use the same key, the same way.
How to Set Up Proposal.biz MCP
1. Generate Your Key
Head to Settings → API Keys and hit Create Key. Copy it now, it's only shown once.
2. Add It to Claude, ChatGPT, Gemini, or Any MCP Client
Paste the key into your AI tool's connector or MCP settings. No code, no config files.
3. Start Prompting
Describe the document you need, or point it at your content library for the details, and Proposal.biz sends back a link to the finished draft.
Every prompt below asks your AI to create a document, not check on one, that's the whole job MCP does.
Sales
1 'Draft a proposal for [client] using our SaaS template'
2 'Turn this call transcript into a proposal draft'
3 'Pull our current pricing into a new quote'
4 'Draft a follow-up one-pager for [client] after last week's demo'
Agencies & Consultants
1 'Generate a client-ready proposal from their website URL'
2 'Draft an SOW for [client] based on this scope note'
3 'Pull this client's brand details into a new draft'
4 'Draft a contract for [client] based on the agreed scope'
Customer Success & Account Management
1 'Draft a renewal document for [account]'
2 'Turn these account notes into a QBR summary document'
3 'Draft an upsell proposal based on this account's usage notes'
4 'Turn these renewal notes into a one-pager for the client'
Which AI Tools Support Proposal.biz MCP
One key. Any AI tool that speaks MCP.
Claude
Add your Proposal.biz key as a connector, then ask it to draft a document. Proposal.biz builds it and sends back a link.
ChatGPT
Connect the same key through ChatGPT's connector settings and prompt it the same way, one request, one link back.
Gemini
Add the key inside Gemini's tool settings, whether you're working in the Gemini app or Gemini CLI, and prompt it the same way.
Any Other MCP Client
Cursor, Windsurf, Microsoft Copilot, or anything else that speaks MCP connects with the same key. No separate setup.
Proposal.biz MCP Is Just the Start. Explore the Full Platform.
Most teams jump between five tools to close one deal. Proposal.biz covers the entire journey in one window, from first draft to signed and paid.
01
AI Document Generation
Turn a single prompt into a fully branded business document in minutes. The drag-and-drop editor handles smart blocks, variables, charts, and pricing tables out of the box.
02
Content Master
Build a knowledge base your AI actually understands. Extract reusable blocks from any URL or file, keep messaging consistent across every document, and use multiple layout variations for the same content.
03
Team Collaboration
Stop chasing edits over email. Co-edit in real time, leave inline comments, run multi-step approval workflows, and get notified the moment a teammate or recipient takes action.
04
E-Signatures
Close deals without leaving the document. e-signatures are built in, work on any device, and notify you the second a client signs.
05
Reports & Analytics
Find out what actually wins deals. Track opens, scroll depth, time-on-section, and forwarding signals through a full performance dashboard built for sales teams that want to know why a deal closed, not just that it did.
Frequently Asked Questions
Find answers to common questions about our product and services.
Proposal.biz MCP is the connection that lets Claude, ChatGPT, Gemini, and other MCP-compatible AI assistants request a document from your Proposal.biz account. You prompt your AI, MCP passes that prompt to Proposal.biz, and Proposal.biz builds the document and sends back a link. Generate a key in Settings, add it to your AI tool, and start prompting instead of opening the dashboard first.
Yes. Proposal.biz MCP isn't limited to proposals, you can ask for a quote, an SOW, a contract, a pitch deck, or any other document type your account supports. Just say which one you need in the prompt.
It helps. Proposal.biz MCP pulls pricing, tone, and messaging from your content library, so if you haven't pasted your website URL in yet, your AI has less to work with and you'll end up filling in more by hand.
No. The key is tied to your Proposal.biz account, not to Claude, ChatGPT, or Gemini specifically. Add the same key to a different AI tool and it works the same way.
Yes. Nothing stops you from adding the same key to Claude and ChatGPT at once, each one prompts Proposal.biz independently.
Yes. It lands in the same Proposal.biz account and folder structure your team already works from, organized exactly like anything built in the dashboard.
That depends on the AI tool, not on Proposal.biz. Some assistants offer connector or MCP support on their free tier, others limit it to paid plans. Check your AI tool's own settings to see what your plan allows.
Nothing. The document lives in your Proposal.biz account, not inside the AI tool, so switching, losing access to, or uninstalling that AI tool doesn't touch it.
Copy-pasting only moves text around, you still have to open Proposal.biz to turn it into an actual document. MCP lets your AI create that document directly in your account and hand you back a link, instead of you copying anything in yourself.
Proposal.biz MCP Is One Key Away
Generate a key, connect it to Claude, ChatGPT, Gemini, or any MCP client, and start creating documents without leaving your chat window.
