Integration · Documents

Connect Claude & ChatGPT to Offorte Proposals

Ask your AI which proposals are still open, or have it draft a new one for a customer in Offorte. It can create proposals from your proposal, design and text templates, send them by email, and keep contacts, organisations and products up to date. Quotes go out without rebuilding the same proposal by hand.

Connect Offorte Proposals free

Free plan, no credit card. Takes about a minute.

Try asking

“Which proposals are still open, and what are they worth?”
The AI lists your active proposals with status, contact and value.
“Draft a proposal for Nordic Foods from our standard website template.”
It finds the contact and the proposal template and creates a draft. Nothing is sent yet.
“Send proposal 4812 using our follow-up email template.”
It looks up the email templates and sends the proposal to the contact people by email.

What your AI can do

Proposals

List open proposals, read details and history, create drafts from templates, update them and send them.

Contacts and organisations

List, create and update organisations and people, including the people within an organisation.

Products and templates

Manage products in directories with price, SKU and VAT group, and list design, text and email templates.

“Add Jens Hansen as a contact at Acme with his email and phone.”
It finds the organisation and adds the person to it.
“Add a product called Onboarding workshop at 7,500 to our Services directory.”
It finds the directory and VAT group and creates the product.
“What happened on proposal 4790?”
It reads the proposal with its contact, status, value, content and history.

25 tools for Offorte Proposals

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

create_contactChanges dataCreate a contact: an organisation (`name`) or a person (`firstname`, `lastname`), with email, phone and address. Set `type` accordingly.
create_organisation_personChanges dataAdd a person to an organisation (`contact_id`) with name, email and phone.
create_productChanges dataCreate a product in a product directory (`directory_id`) with name, price, SKU, VAT group and short description.
create_proposalChanges dataCreate a draft proposal for a contact (`contact_id`), optionally from a proposal template, design template, text template or directory. It is not sent until you send it.
delete_proposalDeletesPermanently delete one proposal by `proposal_id`. This cannot be undone.
get_contactGet one contact (organisation or person) by `contact_id`, with address and details.
get_organisation_personGet one person in an organisation by `contact_id` and `person_id`.
get_proposalGet one proposal by `proposal_id`, with its contact, status, value, content and history.
list_design_templatesList design templates (the look of a proposal) with their IDs.
list_email_templatesVisible to othersList email templates with their IDs, for use when sending a proposal. Does not send anything.
list_open_proposalsList active (open) proposals with their status, contact and value.
list_organisation_peopleList the people who belong to one organisation by `contact_id`.
list_organisationsList contact organisations (companies).
list_peopleList contact people (individual contacts).
list_product_directoriesList product directories with their IDs; products live inside a directory.
list_productsList the products in one product directory by `directory_id`, with price, SKU and VAT.
list_proposal_foldersList the proposal directories (folders) proposals are organised in.
list_proposal_templatesList your favorite proposal templates, with IDs to use when creating a proposal.
list_text_templatesList text and language templates with their IDs.
list_usersList the users in your Offorte account, e.g. to set a proposal owner.
list_vat_groupsList VAT (tax) groups with their IDs, for use on products.
send_proposalVisible to othersEmail a proposal to its contact people by `proposal_id`, optionally using an email template (`send_message_id`). This sends an email to the customer.
update_contactChanges dataUpdate a contact by `contact_id`: name, email, phone, address, VAT or tags. Only the fields you pass change.
update_organisation_personChanges dataUpdate a person in an organisation by `contact_id` and `person_id`. Only the fields you pass change.
update_proposalVisible to othersUpdate a proposal by `proposal_id`: name, contact, contact people, owner, tags, status or custom fields. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Offorte Proposals from the app list.
2
Paste your key
Paste your Offorte API key and your account name. In Offorte, open Settings › API Integrations and create an API key. Your account name is the subdomain of your Offorte address, for example acme in acme.offorte.com.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Offorte?

The AI can list and read proposals, proposal templates and folders, contacts, organisations and their people, products, VAT groups, users and design, text and email templates. It can create and update proposals, contacts and people, create products, send a proposal by email and delete a proposal if you switch that tool on.

Does the AI see my Offorte API key?

No. Your Offorte API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Sending a proposal emails your customer and deleting a proposal is permanent, and both can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Offorte account.

What is my Offorte account name?

It is the subdomain of your Offorte address. If you log in at acme.offorte.com, your account name is acme. PipMCP asks for it together with your API key, because Offorte uses it in every API call.