Proposal.biz

Proposal.Biz MCP for AI Agentic Chat Bot

Proposal.Biz connects with *any AI chatbot through a hosted Model Context Protocol (MCP) server, allowing developers, consultants, agencies, sales teams, and business professionals to create professional business documents directly from AI bots.

With the Proposal.Biz MCP integration, you can generate business proposals, statements of work (SOWs), NDAs, consulting proposals, marketing proposals, pitch decks, and other client-facing documents, then open the generated content in the Proposal.Biz builder for further editing and refinement.

Website: proposal.biz MCP endpoint: https://app.proposal.biz/api/mcp

What is Proposal.Biz?

Proposal.Biz is an AI-powered proposal and business document creation platform designed for professionals and organizations that need to create polished, client-ready business documents faster.

It is particularly useful for:

• Software development and IT services companies
• Digital and marketing agencies
• Consulting firms and independent consultants
• Sales and business development teams
• Freelancers and professional service providers
• Startups and founders
• Creative and design agencies
• Businesses creating proposals, SOWs, agreements, and presentations

The MCP integration enables these users to start document creation from their development or AI-assisted workflow without manually switching between applications.

Connect Proposal.Biz to AI bot

Proposal.Biz provides a hosted MCP server that can be connected to AI bot through MCP/connector settings.

MCP Configuration

Add the following configuration to your MCP/connector configuration:

{
  "mcpServers": {
    "proposal-biz": {
      "type": "http",
      "url": "https://app.proposal.biz/api/mcp"
    }
  }
}

Authentication

On first use, AI bot should initiate the Proposal.Biz sign-in and authorization flow.

Sign in to your Proposal.Biz account at:

https://app.proposal.biz

Approve the requested access to complete the connection.

OAuth is the recommended authentication method, and no API key is required when using OAuth.

Connect Using a Proposal.Biz API Key

Proposal.Biz also supports personal API keys. API keys use the pbz_ prefix.

Create a personal API key from your Proposal.Biz account's API key settings and configure MCP with the key as a bearer token:

{
  "mcpServers": {
    "proposal-biz": {
      "type": "http",
      "url": "https://app.proposal.biz/api/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_PBZ_API_KEY"
      }
    }
  }
}

Security: Keep API keys private. Never commit a real Proposal.Biz API key to a Git repository, configuration shared with others, or public code.

Available Proposal.Biz MCP Tools

The Proposal.Biz MCP server currently provides tools for interacting with the Proposal.Biz account and creating business documents.

create_proposal

Creates a new Proposal.Biz document from a title and Markdown content.

Supported output types include:

• document — business proposals, SOWs, NDAs, consulting documents, and other documents
• presentation — pitch decks and business presentations
• webpage — proposal and business content intended for web presentation

The default output type is document.

Creating a document requires the write:proposals permission.

get_user_profile

Returns information about the connected Proposal.Biz user, including:

• Name
• Email
• Active organization
• User role

get_profile

Returns the stable Proposal.Biz account profile associated with the connected client.

Example Prompts for Agentic AI Chatbot

Once Proposal.Biz is connected to MCP client, users can ask AI chatbot to create professional business documents.

Software Development Proposal

Create a detailed proposal for redesigning and developing a company's customer portal. Include project objectives, understanding of requirements, recommended approach, scope of work, deliverables, technology considerations, project phases, timeline, team structure, assumptions, client responsibilities, and estimated investment.

Digital Marketing Proposal

Create a marketing proposal for a growing D2C brand looking to improve its digital presence. Include the business context, marketing objectives, recommended strategy, key initiatives, deliverables, implementation timeline, measurement framework, and estimated investment.

Consulting Proposal

Create a consulting proposal for a mid-sized company looking to improve its sales process. Include the current business challenges, engagement objectives, recommended approach, key activities, deliverables, timeline, client responsibilities, assumptions, and professional fees.

Architecture and Interior Design Proposal

Create a proposal for designing a modern commercial office space. Cover the project understanding, design objectives, design approach, scope of work, project phases, timeline, team, deliverables, assumptions, client responsibilities, and professional fees.

Branding Proposal

Create a branding proposal for a new technology company. Include brand strategy, positioning, visual identity, messaging, creative process, key deliverables, project phases, timeline, team structure, assumptions, and investment.

Recommended Workflow

For best results, users should:

1. Describe the business requirement and intended audience.
2. Provide relevant project information, such as scope, objectives, deliverables, timeline, budget, and client requirements.
3. Ask AI chatbot to draft the complete content before creating the Proposal.Biz document.
4. Review the generated draft for accuracy, completeness, assumptions, and client-specific details.
5. Ask the Proposal.Biz MCP server to create the selected output format.
6. Use the returned Proposal.Biz link to open the result in the Proposal.Biz builder.
7. Continue editing, formatting, and refining the document in Proposal.Biz before sharing it with the client.

This review step is important: AI-generated business documents should be checked for factual accuracy, pricing, scope, timelines, assumptions, and other client-specific information before being sent externally.

Why Use Proposal.Biz with AI chatbot?

The integration combines Chatbot's AI-assisted development environment with Proposal.Biz's business document creation workflow.

It is useful when a developer, agency, consultant, or professional services team needs to move from a technical or business requirement to a structured, professional proposal or business document without manually recreating the content in another application.

Typical use cases include:

• Software development proposals
• Website and mobile app development proposals
• SaaS implementation proposals
• IT consulting proposals
• Digital marketing proposals
• Branding and creative proposals
• Sales proposals
• Consulting engagements
• Statements of Work (SOWs)
• Business presentations
• Pitch decks
• Client-facing webpages
• Other professional business documents

Key Benefits

AI-assisted document creation Turn project requirements and business context into structured proposal content.

Cursor workflow integration Create business documents without leaving the Cursor workflow.

Multiple output formats Generate documents, presentations, or webpages depending on the use case.

Editable Proposal.Biz output Open the generated result in the Proposal.Biz builder and continue refining the content.

Secure authentication options Connect through OAuth or use a personal Proposal.Biz API key when appropriate.

Useful for multiple business functions The integration supports workflows across sales, consulting, software development, marketing, design, and professional services.

Important Security Note

If using API-key authentication, treat the pbz_ API key as a secret credential. Store it securely using appropriate environment variables or secret-management mechanisms and do not expose it in source code, public repositories, documentation, screenshots, or chat messages.

Resources

Proposal.Biz: https://proposal.biz Proposal.Biz App: https://app.proposal.biz Proposal.Biz MCP endpoint: https://app.proposal.biz/api/mcp

Listed in the Claude Market MCP directory

License

MIT