Offorte

Offorte MCP Server enables AI-driven creation and sending of proposals by acting as a bridge between AI agents and Offorte’s proposal engine. It lets external models trigger proposal actions, making automation workflows and AI chat interfaces more capable when interacting with Offorte.

How to use

You interact with the Offorte MCP Server through an MCP client. Use it to initiate context, select templates, create proposals, and send them to contacts. The server exposes a set of tools that you call from your AI or automation system to perform actions such as creating contacts, building proposals from templates, and sending proposals to recipients.

How to install

Prerequisites you need before installing and running the MCP server:

• Node.js (tested with Node.js 20.x.x)
• Offorte API Key (from Offorte API docs)
• PNPM for development
• Optional: TRANSPORT_TYPE environment variable for transport (set to sse to enable Server-Sent Events, otherwise use stdio)

How to install

Install and run the development environment, then start the server in development mode.

git clone https://github.com/offorte/offorte-mcp-server.git
cd offorte-mcp-server
pnpm install
pnpm dev

What you run in production

For production, build the project and start the production server.

pnpm build
pnpm start

Configuring an MCP client (example configurations)

You can run the MCP server from a client like Claude Desktop by using one of the provided configurations. Below are two explicit examples shown for running the server through a client.

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

{
  "mcpServers": {
    "offorte-proposals": {
      "command": "node",
      "args": ["/path/to/directory/offorte-mcp-server/dist/server.js"],
      "env": {
        "OFFORTE_ACCOUNT_NAME": "<YOUR_ACCOUNT_NAME>",
        "OFFORTE_API_KEY": "<YOUR_TOKEN>"
      }
    }
  }
}

Available tools

create_contact

Create a new contact (organization or person) in Offorte's contacts system.

get_contact_details

Retrieve all details for a contact by its id.

search_contact_organisations

Search for organizations by name within contacts.

search_contact_people

Search for people by name within contacts.

get_users

List all account users for the current Offorte account.

get_proposal_templates

List proposal templates used as starting points to create new proposals.

get_design_templates

List available design templates used to create new proposals.

get_email_templates

List available email templates used when sending proposals.

get_text_templates

List available language text templates used to create new proposals.

get_proposal_directories

Get all proposal directories grouped by status.

create_proposal

Create a new proposal.

search_proposals

Search for proposals by query.

send_proposal

Send a proposal to its assigned contacts.