Bidsketch

Tool to create a client. Use when adding a new client record to Bidsketch.

Untrusted display-only summary

Tool to create a new proposal. Use when you need to create a proposal for a client with a name, description, and other details.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

Tool to delete a proposal and all its content. Use after confirming the proposal ID to prevent accidental deletions.

Untrusted display-only summary

Tool to delete a proposal fee. Use when you need to remove an existing fee before finalizing or sending a proposal.

Untrusted display-only summary

Tool to delete a proposal section. Use when you need to remove a section from a proposal after verifying its ID.

Untrusted display-only summary

Tool to delete a section. Use when you need to permanently remove a saved section after confirming its ID.

Untrusted display-only summary

Permanently delete a webhook subscription by ID. This removes the webhook and stops all future event notifications to its endpoint. Use this tool when you no longer need to receive events at a specific webhook URL, or when cleaning up test webhooks. Returns HTTP 204 No Content on success, or HTTP 404 if the webhook ID…

Untrusted display-only summary

Tool to get a client by ID. Use when you need detailed client info after obtaining its ID.

Untrusted display-only summary

Tool to list proposals for a specific client. Use after confirming the client ID exists.

Untrusted display-only summary

Tool to retrieve all clients. Use when you need to list all clients on the account.

Untrusted display-only summary

Tool to get a single fee. Use when you need detailed information about a fee by its ID after confirming its existence.

Untrusted display-only summary

Tool to list all the fees for the account. Use when you need to fetch every saved fee.

Untrusted display-only summary

Tool to get a proposal by ID. Use when you need detailed information for a specific proposal after obtaining its ID.

Untrusted display-only summary

Tool to get a proposal with all its content (sections and fees). Use when you need a full proposal in one call.

Untrusted display-only summary

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.

Untrusted display-only summary

Tool to list all fees for a proposal. Use after confirming the proposal ID exists; supports pagination.

Untrusted display-only summary

Tool to retrieve all proposals for the account. Use when you need an overview of existing proposals.

Untrusted display-only summary

Tool to fetch a single proposal section. Use when you need detailed information for a section after listing proposal sections.

Untrusted display-only summary

Tool to get all sections for a proposal. Use when you need to list opening or closing sections by proposal ID.

Untrusted display-only summary

Get proposal statistics for your Bidsketch account. This endpoint retrieves the total count of proposals in your account, including all proposals regardless of their status (draft, sent, won, lost, or archived). Use this when you need to: - Get a quick overview of total proposal count - Track the number of proposals c…

Untrusted display-only summary

Tool to fetch a section by ID. Use when you need detailed section information after confirming its ID.

Untrusted display-only summary

Retrieves all reusable proposal sections saved to your Bidsketch account. Sections are text blocks that can be included in proposals, categorized as 'opening' (appear at the start) or 'closing' (appear at the end). Use this to browse available sections before adding them to proposals.

Untrusted display-only summary

Retrieves all proposal templates saved in the account. Templates contain predefined sections, fees, and structure that can be used to create new proposals. Use this action to discover available templates before creating proposals or to display template options to users.

Untrusted display-only summary

Tool to get a collection of closing sections for a proposal. Closing sections appear at the end of the proposal. Use when you need to retrieve all closing sections for a specific proposal.

Untrusted display-only summary

Tool to get a collection of opening sections for a proposal. Opening sections appear first in the proposal. Use when you need to retrieve all opening sections for a specific proposal.

Untrusted display-only summary

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).

Untrusted display-only summary

Tool to create a proposal fee. Use after confirming the proposal exists to add a cost line item; require unit when feetype is custom.

Untrusted display-only summary

Tool to create a proposal section. Use after confirming a proposal exists to add a new opening or closing section.

Untrusted display-only summary