Nusii proposals
Proposal software that both you and your clients will love. Stop fighting with Word, InDesign and PDF's. Create beautiful proposals in less time, every time with Nusii.
Verdict
Common use cases
- Draft client proposals from meeting notes
- Add line items and sections mid-conversation
- Check proposal status before follow-up calls
- Archive old proposals in bulk
- Create clients and proposals in one step
Integration
- Vendor
- Nusii proposals
- Category
- other
- Auth
- API_KEY
- Tools
- 29
- Composio slug
nusii_proposals
Tools
- Archive Proposal
Tool to archive a specific proposal in Nusii. Use when you need to archive a proposal that is no longer active.
- Create Client
Tool to create a new client in Nusii Proposals. Use when you need to add a client with their contact and business details. Returns the created client's information including unique identifier.
- Create Line Item
Tool to create a line item within a proposal section. Use when you need to add a cost item to a specific section of a proposal.
- Create Proposal
Tool to create a new proposal in Nusii. Use when you need to initialize a proposal with title, client information, and optional configuration settings.
- Create Section
Tool to create a section for a proposal or template in Nusii Proposals. Use when you need to add a new section to a proposal or template.
- Create Webhook Endpoint
Tool to create a webhook endpoint to subscribe to Nusii events. Use when you need to register a new webhook for receiving event notifications.
- Delete a clientdestructive
Tool to delete a specific client from Nusii account. Use when you need to permanently remove a client record.
- Delete a proposaldestructive
Tool to delete a proposal from the system. Use when you need to permanently remove a proposal by its ID.
- Delete a sectiondestructive
Tool to delete a specific section from Nusii. Use when you need to remove a section from a proposal. Returns the deleted section data for confirmation purposes.
- Delete Line Itemdestructive
Tool to delete a line item from Nusii. Use when you need to remove a specific line item by its ID.
- Delete Webhook Endpointdestructive
Tool to delete a specific webhook endpoint from the system. Use when you need to remove a webhook endpoint.
- Get Account Me
Tool to retrieve authenticated user's personal account information and settings. Use to get current account details including company info, currency, locale, and contact information.
- Get Client
Tool to retrieve a single client from Nusii using their unique identifier. Use when you need to fetch detailed information about a specific client including contact details, business information, and preferences.
- Get Proposal
Tool to retrieve a single proposal with complete details and sections. Use when you need to fetch detailed information about a specific proposal.
- Get Section
Tool to retrieve a single section from a proposal or template in Nusii. Use when you need detailed information about a specific section including title, content, pricing, and metadata.
- Get Webhook Endpoint
Tool to retrieve a single webhook endpoint configuration. Use when you need to get details about a specific webhook endpoint including its target URL and subscribed events.
- List Clients
Tool to retrieve all clients associated with the account. Use when you need to list or browse clients with pagination support.
- List Line Items
Tool to retrieve all line items from Nusii Proposals with pagination support. Use when you need to list or browse line items in proposals.
- List Proposal Activities
Tool to retrieve all proposal activities with optional filtering by proposal or client ID. Use when you need to track interactions with proposals such as views, sends, or acceptances. Supports pagination via page and per parameters.
- List Proposals
Tool to retrieve all proposals from your Nusii account with pagination and filtering options. Use when you need to browse proposals or filter by status.
- List Section Line Items
Tool to retrieve all line items from a specific section. Use when you need to get details about line items including pricing, quantities, and cost types within a section. Note: This endpoint does not support pagination.
- List Sections
Tool to retrieve all sections with optional filtering for proposals or templates. Use when you need to list sections or filter by proposal_id or template_id.
- List Themes
Tool to retrieve all available themes for proposals in Nusii. Use when you need to browse available theme options or select a theme for a proposal.
- List Users
Tool to retrieve all users in paginated format. Use when you need to list users in the Nusii system. Supports pagination via page and per parameters.
- List Webhook Endpoints
Tool to retrieve all webhook endpoints configured for your Nusii account. Use when you need to view all configured webhook subscriptions. Supports pagination via page and per parameters.
- Update Client
Tool to update an existing client's information in Nusii. Use when you need to modify client details such as contact information, business details, or preferences.
- Update Line Item
Tool to update an existing line item in Nusii proposals. Use when modifying line item details such as name, amount, cost type, or position. All update parameters are optional - only include the fields you want to change.
- Update Proposal
Tool to update an existing proposal in Nusii. Use when you need to modify proposal details like title, client, expiration date, or display settings.
- Update Section
Tool to update an existing section in a proposal or template. Use when you need to modify section content, settings, or display properties.
Setup
Setup guide
- 11. In Switchy, open your workspace settings and navigate to the MCP Integrations tab. 2. Click 'Add Integration' and select Nusii Proposals from the list. 3. Log in to your Nusii account, go to Settings > API, and generate a new API key. 4. Copy the key and paste it into the Switchy connection form, then click 'Connect'. 5. Switchy will verify the key and confirm the connection is live. 6. Open any Space, type '@Nusii' in the chat, and ask it to list your recent proposals — if you see results, the integration is working. 7. To create a proposal, @mention Nusii and provide a title, client name, and line items; it will return the new proposal ID and a link to view it in Nusii.
What teammates see: by default, memories from Nusii proposals 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
@Nusii create a proposal for Acme Corp titled 'Q2 Marketing Campaign'. Add a Strategy section with a $5,000 line item for audience research, and a Creative section with $12,000 for video production.Open in a Space →
List Pending Proposals
@Nusii show me all proposals that are still pending or awaiting client decision. Include the client name and date sent for each one.Open in a Space →
Add Client Record
@Nusii create a client named 'Bright Ideas LLC' with contact email hello@brightideas.co and phone 555-0199. Set the business address to 120 Main St, Austin TX.Open in a Space →
Archive Old Proposals
@Nusii archive all proposals from before January 2024 that were marked as declined or lost. Confirm how many were archived.Open in a Space →
Update Line Item Pricing
@Nusii in proposal ID 4782, find the line item for 'Website Redesign' and update the price to $18,500. Confirm the new total.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@Nusii proposals show me all proposals that are currently awaiting client approval, grouped by client name
Based on your Nusii account, here are proposals awaiting approval: **Acme Corp**: 'Q1 Marketing Campaign' (sent Jan 15, $12,500) **TechStart Inc**: 'Website Redesign Phase 2' (sent Jan 18, $8,900) **Local Bakery**: 'Brand Identity Package' (sent Jan 20, $3,200) All three have been viewed by clients but not yet accepted. The Acme Corp proposal is approaching its 14-day validity window.
This example demonstrates read-only data retrieval across multiple proposals. The MCP requires API key authentication with read permissions. Response accuracy depends on your account's proposal statuses being current — archived or deleted proposals won't appear in results.
@Nusii proposals create a new proposal for client 'Riverside Studios' titled 'Video Production Services Q2' with three sections: pre-production, filming, and post-production
Created proposal 'Video Production Services Q2' for Riverside Studios (ID: prop_8x4k2m). Added three sections: - Pre-Production (planning, scripting, storyboards) - Filming (on-location shoot days) - Post-Production (editing, color grading, delivery) The proposal is in draft status. You can now add line items to each section using the section IDs returned. No client notification has been sent yet.
This write operation creates a proposal skeleton but doesn't populate pricing or send notifications. You'll need the client to already exist in your Nusii account or create them first. The MCP returns section IDs for subsequent line-item additions — a multi-step workflow for complete proposals.
@Nusii proposals review my last 5 sent proposals and draft a summary of common objections or questions clients raised before accepting
Analyzing your recent proposals, I see a pattern in client feedback: **Timeline concerns** (3 of 5): Clients asked for milestone clarification, especially around revision rounds. Consider adding a visual timeline section. **Scope ambiguity** (2 of 5): Questions about what's included in 'project management' and 'client revisions'. More granular line-item descriptions could help. **Pricing structure** (2 of 5): Clients requested payment plan options for proposals over $10k. Adding milestone-based payment terms upfront may reduce negotiation cycles.
This synthesis example pairs Nusii's proposal data with AI reasoning to surface trends. The MCP doesn't track client comments directly — this analysis would rely on proposal notes, email threads, or manual annotations you've added. Most valuable when you consistently document client feedback in Nusii.
Use-case deep-dives
When Nusii wins for agencies sending 20+ proposals monthly
A 6-person creative agency closing 3-5 new clients per month hits the sweet spot for this MCP. The Create Proposal and Create Section tools let you template recurring scope patterns (brand identity, web design, content strategy) without copy-paste. The Create Line Item tool pulls pricing from your internal rate card, and the Archive Proposal tool keeps your pipeline clean after each quarter. If you're sending fewer than 10 proposals a month, the setup overhead outweighs the time saved—just use Nusii's UI. But once you're templating 4-6 proposal types and your sales cycle runs through Slack or a CRM, automating proposal generation from a shared workspace cuts proposal prep from 90 minutes to 15. Worth the API key if your close rate depends on speed to quote.
When this MCP bridges sales and delivery teams
A 10-person consultancy uses Nusii to close deals, then needs the signed proposal data in their project tracker. The Create Client and Create Webhook Endpoint tools make this handoff automatic: when a proposal is accepted, the webhook fires, and Switchy creates the client record in your PM tool with the exact scope and line items from the signed doc. This eliminates the 2-day lag where account managers manually re-key proposal details into Asana or Monday. The trade-off: you need a developer to map Nusii's webhook payload to your PM schema once. If your sales and delivery teams already share a single tool, skip this. But if proposals live in Nusii and projects live elsewhere, this MCP is the missing link that keeps scope creep from starting on day one.
When you need proposal metrics outside Nusii's dashboard
A fractional CFO serving 3 agencies needs to pull proposal win rates and average deal size across all clients. Nusii's built-in reporting doesn't export to Google Sheets or roll up across accounts. The List Proposals and Get Proposal Details tools (implied by the archive/delete pattern) let you query all proposals by status, then push the data to a shared dashboard in Switchy. Run this weekly, and you have a live view of pipeline health without logging into each Nusii account. The limit: if you're tracking fewer than 50 proposals per quarter, manually exporting once a month is faster than setting up the MCP. But if you're consolidating data from multiple Nusii accounts or feeding proposal metrics into a board deck, this MCP turns a 4-hour monthly task into a 10-minute refresh.
Frequently asked
What does the Nusii Proposals MCP do in Switchy?
It lets your AI agents create, edit, and manage client proposals directly in Nusii. Agents can add clients, build proposal sections with line items, archive old proposals, and set up webhooks to track proposal status changes. Useful when you want AI to draft proposals based on project briefs or CRM data without switching between tools.
Do I need admin access to connect Nusii Proposals?
You need an API key from your Nusii account, which typically requires admin or owner permissions to generate. The key grants full read-write access to proposals, clients, and line items, so only connect it if you trust your team to modify billing documents. Standard Nusii user accounts can't create API keys.
Can the MCP send proposals to clients or track signatures?
No. It creates and edits proposal content in Nusii but doesn't send emails or capture e-signatures. You still send proposals and collect signatures through Nusii's own interface. The MCP is for drafting and updating proposal data, not client-facing delivery. Use Nusii's webhooks tool to monitor when clients view or sign.
Why use this instead of copying proposal text into Nusii manually?
AI agents can pull client details from your CRM, calculate line items based on project scope, and structure multi-section proposals in seconds. Manual copying means context-switching and typos. The MCP keeps proposal data synced so agents can update pricing or add sections mid-conversation without you opening another tab.
Who on the team should connect the Nusii MCP?
Whoever owns proposal creation or has Nusii admin rights. Since the API key allows creating, editing, and deleting proposals and clients, connect it under an account you trust for financial document changes. If multiple people draft proposals, one shared connection works—Switchy logs which agent made each edit.