Better Proposals MCP integration for AI agents.

Connect AI agents to Better Proposals through 20 structured actions, including get brand settings, get company, and get currency. Review authentication, inpu…

ACTION CONTRACTS
20
AUTHENTICATION
API key
SOURCE STATUS
Provider-backed

CATALOG SOURCE REVIEWED AUGUST 23, 2026 / ACTION NAMES AND SCHEMAS DERIVED FROM WORKING MACHINES PROVIDER SOURCE

CAPABILITY PROFILE

What the Better Proposals integration exposes

The Better Proposals Agent App exposes 20 provider-backed actions for productivity and communication work. Its current contract lets an authorized agent get default better proposals brand settings such as brand name and tax defaults, get details for a single better proposals company by id, and get details for a single better proposals currency by id. These operations are called through Working Machines as typed capabilities rather than through browser navigation or copied UI steps.

A connection uses API key. Before execution, the agent can inspect the selected action, its required fields, declared scopes, and expected output contract. Provider credentials remain inside the Working Machines runtime; the calling agent receives the capability and its structured result, not the underlying secret.

For reliable operation, start with the narrowest action that satisfies the task, resolve stable provider identifiers before changing state, and validate the returned object or status after execution. Availability still depends on the connected Better Proposals account, granted provider permissions, workspace policy, region, plan, and upstream API behavior.

VERIFIED ACTION SAMPLE

Real Better Proposals capabilities.

Showing 12 of 20 actions. Risk labels are conservative signals based on operation names, not substitutes for provider documentation or runtime policy.

get_brand_settingsREAD

Get default Better Proposals brand settings such as brand name and tax defaults.

get_companyREAD

Get details for a single Better Proposals company by ID.

INPUTS: id

get_currencyREAD

Get details for a single Better Proposals currency by ID.

INPUTS: id

get_proposalREAD

Get details for a single Better Proposals proposal by ID.

INPUTS: id

get_proposal_countREAD

Get the total Better Proposals proposal count for the connected account.

get_quoteREAD

Get details for a single Better Proposals quote by ID.

INPUTS: id

get_settingsREAD

Get current Better Proposals account settings such as tax and timezone defaults.

get_templateREAD

Get details for a single Better Proposals template by ID.

INPUTS: id

list_companiesREAD

List Better Proposals companies with optional pagination.

INPUTS: page / per_page

list_currenciesREAD

List Better Proposals currencies with optional pagination.

INPUTS: page / per_page

list_document_typesREAD

List Better Proposals document types with optional pagination.

INPUTS: page / per_page

list_merge_tagsREAD

List Better Proposals custom merge tags with optional pagination.

INPUTS: page / per_page

INPUT CONTRACTS

Know what the action needs before it runs.

get_company

idREQUIRED
The Better Proposals resource identifier.

get_currency

idREQUIRED
The Better Proposals resource identifier.

get_proposal

idREQUIRED
The Better Proposals resource identifier.

get_quote

idREQUIRED
The Better Proposals resource identifier.

PROVIDER-SPECIFIC WORKFLOWS

Jobs this Agent App can support

Inspect Get Brand Settings

Get default Better Proposals brand settings such as brand name and tax defaults. Use this as a bounded discovery step, retain the returned identifier, and avoid expanding the read beyond the task's stated scope.

get_brand_settings

Verify with Get Company

Get details for a single Better Proposals company by ID. Compare the returned provider state with the intended outcome and preserve stable IDs or canonical links in the run record.

get_company

SAFETY BOUNDARY

Operate Better Proposals with explicit limits

  • Authorize Better Proposals with API key and grant only the provider access required by the selected actions.
  • The current action names appear read-oriented, but returned Better Proposals data may still be sensitive and should be minimized before it enters model context.
  • Do not infer permission from catalog visibility. Workspace policy, connection identity, and upstream authorization still govern execution.
  • No provider scope string is declared on the sampled actions. Verify the connected account's actual permissions in Better Proposals rather than assuming unrestricted access.
  • After a call, inspect the structured result and execution record before reporting that the Better Proposals task completed successfully.

CONNECTION MODEL

API key

Better Proposals API key sent with the Bptoken header. Find your key in Better Proposals after enabling API access: https://betterproposals.io/resources/api/.

Working Machines stores provider credentials behind the execution boundary. An agent can use an authorized connection identity, but catalog discovery alone does not reveal OAuth tokens, API keys, or provider secrets.

READ SIGNALS
20
WRITE SIGNALS
0
HIGH IMPACT
0
REVIEW SIGNALS
0

EVIDENCE AND AVAILABILITY

Provider reference

Action names, input fields, authentication types, and counts on this page are generated from the Working Machines provider catalog. Provider behavior, quotas, object semantics, account eligibility, and regional availability remain governed by Better Proposals.

Official Better Proposals website

ONE CONNECTION. REAL WORK.

Give your agent software it can use.

Connect through MCP or explore the Agent App catalog and choose only the capabilities your workflow needs.

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