Bidsketch
Bidsketch is a proposal software that helps businesses create professional proposals quickly and efficiently.
Verdict
Common use cases
- Draft proposals from chat during sales calls
- Add line-item fees to quotes on the fly
- Create reusable proposal sections for common services
- Track which clients have active proposals
- Delete outdated clients and their proposals in bulk
Integration
- Vendor
- Bidsketch
- Category
- other
- Auth
- API_KEY
- Tools
- 35
- Composio slug
bidsketch
Tools
- Create Client
Tool to create a client. use when adding a new client record to bidsketch.
- Create Fee
Tool to create a fee. use when you need to add a reusable fee to the account before adding it to a proposal. ensure required fields are set (e.g., unit for custom fees).
- Create Proposal Fee
Tool to create a proposal fee. use after confirming the proposal exists to add a cost line item; require unit when feetype is custom.
- Create Proposal Section
Tool to create a proposal section. use after confirming a proposal exists to add a new opening or closing section.
- Create Section
Tool to create a section. use when you need to add a new section to your account before including it in proposals.
- Create Webhook
Tool to create a webhook. use when your endpoint is ready to receive event notifications and must return http 200 ok.
- Delete Clientdestructive
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
- Delete Feedestructive
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
- Delete Proposaldestructive
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
- Delete Proposal Feedestructive
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
- Delete Proposal Sectiondestructive
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
- Delete Sectiondestructive
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
- Delete Webhookdestructive
Tool to delete a webhook. use after obtaining the webhook id to remove it.
- Get Client
Tool to get a client by id. use when you need detailed client info after obtaining its id.
- Get Client Proposals
Tool to list proposals for a specific client. use after confirming the client id exists.
- Get Clients
Tool to retrieve all clients. use when you need to list all clients on the account.
- Get Fee
Tool to get a single fee. use when you need detailed information about a fee by its id after confirming its existence.
- Get Fees
Tool to list all the fees for the account. use when you need to fetch every saved fee.
- Get Proposal
Tool to get a proposal by id. use when you need detailed information for a specific proposal after obtaining its id.
- Get Proposal Content
Tool to get a proposal with all its content (sections and fees). use when you need a full proposal in one call.
- Get Proposal Fee
Tool to get a single fee item for a proposal. use when you need detailed information about a specific fee before updating or displaying it.
- Get Proposal Fees
Tool to list all fees for a proposal. use after confirming the proposal id exists; supports pagination.
- Get Proposals
Tool to retrieve all proposals for the account. use when you need an overview of existing proposals.
- Get Proposal Section
Tool to fetch a single proposal section. use when you need detailed information for a section after listing proposal sections.
- Get Proposal Sections
Tool to get all sections for a proposal. use when you need to list opening or closing sections by proposal id.
- Get Proposal Stats
Tool to get proposal statistics. use when you need the total count of proposals for the account.
- Get Section
Tool to fetch a section by id. use when you need detailed section information after confirming its id.
- Get Sections
Tool to list all sections. use when you need to retrieve saved sections for your account.
- Get Templates
Tool to list all proposal templates saved for the account. use when you need to fetch available templates before creating a new proposal.
- Update Client
Tool to update a client. use when you need to modify existing client records with new data.
- Update Fee
Tool to update a fee. use when you need to modify existing fee records with new data after verifying current values.
- Update Proposal
Tool to update a specific proposal's details. use after retrieving a proposal to apply changes.
- Update Proposal Fee
Tool to update a proposal fee. use when modifying specific properties of an existing fee within a proposal after verifying its existence.
- Update Proposal Section
Tool to update a proposal section. use when you need to modify the name or content of an existing section after verifying its existence.
- Update Section
Tool to update a section. use when you need to modify an existing section after confirming its id.
Setup
Setup guide
- 11. Open your Switchy workspace and navigate to Settings > Integrations. 2. Find Bidsketch in the MCP directory and click Connect. 3. Log into your Bidsketch account, go to Settings > API, and generate a new API key. 4. Paste the key into Switchy's connection dialog and click Authorize. 5. Switchy confirms the connection by fetching your account details. 6. Open any Space and type '@Bidsketch list my clients' to verify the integration works. 7. If you see your client list, you're ready—@mention Bidsketch anytime you need to create proposals, add fees, or manage sections. 8. The MCP reads and writes proposal data but won't send emails or capture signatures; handle final delivery in Bidsketch's web app.
What teammates see: by default, memories from Bidsketch are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Draft New Proposal
@Bidsketch create a new client named Acme Corp with email hello@acme.co, then start a proposal titled 'Q2 Consulting Engagement' for them.Open in a Space →
Add Fee Line Items
@Bidsketch add a $5,000 'Strategy Workshop' fee and a $12,000 'Implementation' fee to the Acme Corp proposal we just created.Open in a Space →
Build Reusable Section
@Bidsketch create a new section called 'Our Approach' with this text: 'We start with discovery, move to design, then deliver in two-week sprints.'Open in a Space →
List Active Clients
@Bidsketch list all clients in my account and tell me which ones have proposals in progress.Open in a Space →
Clean Up Old Records
@Bidsketch delete the client named 'Beta Inc' and all their proposals—we're no longer pursuing that opportunity.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@Bidsketch list all active proposals and show me which clients haven't responded in over a week
Here are your active proposals: • **Acme Corp** – "Website Redesign Proposal" (sent Jan 15, awaiting response for 9 days) • **Beta Industries** – "Q1 Marketing Campaign" (sent Jan 10, awaiting response for 14 days) • **Gamma LLC** – "Brand Strategy Package" (sent Jan 18, awaiting response for 6 days) Acme Corp and Beta Industries have not responded in over a week. Would you like me to draft follow-up messages for these clients or flag them for review?
This example shows Bidsketch's ability to surface proposal status across your pipeline. The MCP can read proposal metadata (send dates, client names, response state) but cannot access email history or client communication outside Bidsketch. Useful for pipeline hygiene; pair with your CRM for fuller context.
@Bidsketch create a new proposal for client 'Zenith Partners' using our standard consulting template, add the 'Strategy Workshop' fee at $5,000, and set the valid-until date to 30 days from now
Proposal created successfully: **Proposal ID:** 47291 **Client:** Zenith Partners **Template:** Standard Consulting **Fee Added:** Strategy Workshop – $5,000 (fixed) **Valid Until:** February 24, 2025 The proposal is now in draft status. You can review it in Bidsketch, customize sections, and send it when ready. Note: If 'Strategy Workshop' wasn't already a saved fee in your account, I created it as a reusable line item.
This demonstrates Bidsketch's proposal-building workflow: creating the shell, attaching fees, and setting expiration. The MCP requires the client to already exist in your account (or it will create one). Be aware that fees marked 'custom' need a unit specified (hours, days, etc.). This action does not send the proposal—only drafts it.
@Bidsketch pull all proposals closed in the last quarter, calculate total won revenue, and draft a summary for our board update
**Q4 2024 Proposal Summary** Closed proposals: 18 Won: 14 (78% win rate) Lost: 4 **Total Won Revenue:** $127,500 **Top Performers:** • Enterprise Package (3 wins, $45k) • Branding Refresh (4 wins, $32k) • Ongoing Retainer (7 wins, $50.5k) The retainer model continues to drive consistent revenue. Lost proposals were primarily in the $15k+ range, suggesting price sensitivity at higher tiers. Recommend A/B testing modular pricing for enterprise deals in Q1.
This synthesis example pairs Bidsketch's proposal archive with AI reasoning to generate business intelligence. The MCP provides raw proposal data (status, amounts, dates); the AI calculates aggregates and identifies patterns. Accuracy depends on consistent fee naming and proposal tagging in your Bidsketch account. Great for quarterly reviews or investor decks.
Use-case deep-dives
When Bidsketch fits recurring client onboarding at agencies
A 6-person creative agency closes 3-5 new retainer clients per quarter and needs proposal assembly that doesn't live in Google Docs. Bidsketch wins here because the Create Client and Create Proposal Fee tools let you template standard scopes (brand strategy, monthly design hours, quarterly reviews) and clone them per deal. The 35 tools cover the full proposal lifecycle—sections, fees, webhooks for CRM sync—so you're not duct-taping Zapier to track signature events. The threshold: if you're sending more than 15 proposals a month, the API_KEY auth and lack of bulk operations start to hurt; you'll spend more time scripting than the platform saves. Below that volume, Bidsketch is the right call for teams who want proposal logic in one system instead of scattered across Notion, Stripe, and email.
Why solo consultants should skip this MCP
A solo consultant sending 2-3 proposals a month doesn't need 35 tools to manage fee structures. Bidsketch's Create Fee and Create Section tools assume you're maintaining a library of reusable components across multiple team members or client types. If you're just tweaking hourly rates and scope paragraphs per deal, the overhead of API_KEY setup and webhook plumbing (Create Webhook requires your endpoint to return HTTP 200) outweighs the benefit. You're better off with a lightweight tool like PandaDoc or even a well-organized Google Doc template. The MCP makes sense only if you're scaling past 10 proposals a quarter and need programmatic control over fee logic or CRM integrations that fire on proposal events.
When Bidsketch supports post-sale expansion motions
A 4-person SaaS customer success team runs quarterly business reviews and needs to generate scope-of-work proposals for upsells (new modules, professional services, annual renewals). Bidsketch's Create Proposal Section and Delete Client tools let CS reps build expansion proposals without touching the sales CRM, and the webhook tooling (Create Webhook) can ping Slack when a client signs so the implementation team gets a heads-up. The trade-off: if your upsell motion is high-frequency (weekly or daily), the lack of bulk proposal creation means you're still doing one-at-a-time assembly. This works for quarterly or monthly expansion cycles where each proposal is bespoke enough to justify the manual touch. If you're at that cadence and tired of proposal chaos in email threads, Bidsketch keeps the paper trail clean.
Frequently asked
What does the Bidsketch MCP do in Switchy?
The Bidsketch MCP lets your team create and manage proposals, clients, fees, and sections directly from Switchy's AI workspace. You can draft proposals with line items, add new clients to your account, build reusable fee templates, and set up webhooks to track proposal events—all without switching to the Bidsketch web app.
Do I need admin access to connect Bidsketch?
You need an API key from your Bidsketch account, which typically requires account owner or admin permissions to generate. The key grants full read-write access to clients, proposals, fees, and webhooks. If you're not an admin, ask whoever manages your Bidsketch subscription to create the key and share it securely.
Can the MCP send proposals to clients or just create drafts?
The MCP creates and edits proposals within Bidsketch but doesn't send them directly to clients. You still need to review and send proposals through Bidsketch's interface, which handles client notifications, tracking, and e-signature workflows. Think of the MCP as a drafting assistant, not a delivery mechanism.
Why use this MCP instead of Bidsketch's web app?
The MCP is faster when you're already working in Switchy and need to spin up a proposal from a conversation or meeting notes. You skip the context switch and manual data entry. The web app is still better for final formatting, client-facing customisation, and reviewing proposal analytics—use the MCP for speed, the app for polish.
Who on the team should connect the Bidsketch MCP?
Whoever generates proposals most often—usually sales leads, account managers, or freelance project owners. Since the API key has full account access, avoid sharing it across the entire team. One or two people should own the connection, and others can request proposals through Switchy's shared workspace without needing their own keys.