Integration · Documents

Connect Claude & ChatGPT to Proposify

Ask your AI which proposals are out and what they are worth, to start a new proposal from a template, or to add a client in Proposify. It can list and read proposals and templates, create and update proposals, add sections from your content library, and search, create and update clients and companies.

Connect Proposify free

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

Try asking

“What proposals do we have out, and what is each one worth?”
The AI lists your proposals and reads the ones you pick, with status, client and value.
“Start a proposal for Nordic Foods from our standard services template.”
It finds the template and the client, then creates a new proposal from the template for that client.
“Add the pricing section from the content library to the Acme proposal.”
It lists your content library sections and adds the one you pick to the proposal.

What your AI can do

Proposals

List, read, create and update proposals, archive and restore them, and add sections from your content library.

Templates and content

List your proposal templates and reusable content sections to build new proposals from.

Clients and companies

Search, create and update client contacts and companies, and list users to assign proposals to.

“Add Jens Hansen from Acme as a new client, [email protected].”
It searches clients first to avoid a duplicate, then creates the contact and links it to the company.
“Set the due date on the Acme proposal to 1 November and change its value to 45,000.”
It updates the proposal's due date and value. Only the fields you name are changed.
“Archive the proposals for the cancelled Nordic Foods project.”
It archives them so they leave the active pipeline. Archived proposals can be restored later.

16 tools for Proposify

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

add_document_sectionChanges dataAdd a saved content-library section to a proposal: pass `document_id`, the `section_id` and an optional `order` position.
archive_documentVisible to othersArchive a proposal by `document_id` so it no longer appears in the active pipeline. Can be restored later.
create_clientChanges dataCreate a new client contact with first_name and last_name, plus optional email, title, phone numbers and company_id.
create_companyChanges dataCreate a new client company with a `name`.
create_documentChanges dataCreate a new proposal with a `name`, optionally from a template (`from_template_id`), in a folder, with an expiry date and a status, client (personId), company and assignee in `content`.
get_documentGet one proposal (document) by `document_id`, including its status, client and value.
list_content_sectionsList the reusable sections in your content library, with IDs to add to proposals.
list_documentsList proposals or templates: set `content_type` to 'document' for proposals or 'template' for templates.
list_templatesList the proposal templates available in your account.
list_usersList the users on your Proposify account, with IDs you can assign documents to.
restore_documentChanges dataRestore (unarchive) an archived proposal by `document_id`.
search_clientsSearch clients (contacts) by first_name, last_name, email or company_id. Use this before creating a client to avoid duplicates.
search_companiesSearch client companies by `name` or `id`. Use this before creating a company to avoid duplicates.
update_clientChanges dataUpdate a client by `customer_id`: name, email, title, phone numbers, address or company. Only the fields you pass change.
update_companyChanges dataUpdate a company by `company_id`: name, website or address. Only the fields you pass change.
update_documentChanges dataUpdate a proposal by `document_id`; put the fields to change in `body`, such as name, client_id, status_id, due_date, value or tags.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Proposify from the app list.
2
Paste your key
Create your own Proposify API credentials, paste the Client ID and Client Secret, then sign in with Proposify once. API access needs the Proposify Business plan, and Proposify Customer Success turns it on. Then, as an admin, open Settings > Connect API, enter a name and the redirect URI https://pipmcp.com/oauth/callback, and click Generate Credentials.
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 Proposify?

The AI can list and read proposals, templates, content library sections, users, clients and companies. It can create and update proposals, add content sections to a proposal, archive and restore proposals, and create and update clients and companies. It cannot delete anything.

Does the AI see my Proposify credentials?

No. Your Client ID, Client Secret and sign-in tokens are encrypted at rest and never shown to the AI. After you save them, they are 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. Archiving takes a proposal out of your active pipeline and can require your approval before it runs, and archived proposals can be restored. 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?

Proposify connects with OAuth, and OAuth connections need the PipMCP Pro plan or above. PipMCP also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Proposify account with API access.

Which Proposify plan do I need?

API access needs the Proposify Business plan, and you ask Proposify Customer Success to turn it on. Once it is on, an admin can generate the Client ID and Client Secret under Settings > Connect API.