better-proposals

name

better-proposals

description

A web-based platform that enables businesses to create, customize, send, and track professional sales proposals and contracts with interactive elements, e-signatures, and analytics to streamline client engagement and close deals faster. Read and write Better Proposals data through One: proposals, company, proposal, quote, companies, currencies and more, 25 actions with real parameter documentation. Use whenever the user asks to look something up in Better Proposals, create or update a record there, or build code against the Better Proposals API.

Better Proposals through One

A web-based platform that enables businesses to create, customize, send, and track professional sales proposals and contracts with interactive elements, e-signatures, and analytics to streamline client engagement and close deals faster.

One exposes Better Proposals through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters.

How to run an action

1. Find the action in the table below, or call search_one_platform_actions with platform better-proposals if it is not listed.
2. Call get_one_action_knowledge with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters.
3. Call execute_one_action with parameters copied from that knowledge.

Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing.

Before you start

Call list_one_integrations once and confirm Better Proposals is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP.

Each connection carries an access field. If it reports {"policy": "methods", "methods": ["GET"]} the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused.

Before a write

Creates, updates, deletes and sends land on a real Better Proposals account and cannot be recalled. State the action and the specific target in one line before the first write in a task, and let the user stop you. Reads need no confirmation.

Actions

Proposals

Action	Method	Path	Action id
Count Proposals	GET	/proposal/count	conn_mod_def::GJt0qVU92Ag::Efx41lPUQW2YWEdyOcrHNQ
List New Proposals	GET	/proposal/new	conn_mod_def::GJt0pY8rKis::1NPVDqDaQg-2OkOrJi4aNw
List Proposals	GET	/proposal	conn_mod_def::GJt0pSKM8qI::VVWVLgScT3qY4wHVAfQJOw

Company

Action	Method	Path	Action id
Get a Company	GET	/company/{{COMPANY_ID}}/	conn_mod_def::GJt0oZ3gNlE::t87wjY-ARg2YfBs87ST-QQ
Create a Company	POST	/company/create	conn_mod_def::GJt0oj9v4pc::SZ9yhZEoR8-vUcf2oLy0rg

Proposal

Action	Method	Path	Action id
Get a Proposal	GET	/proposal/{{PROPOSAL_ID}}/	conn_mod_def::GJt0qO3Eu1Q::Vd45hQ4AQCqH4JuFuOmtaA
Create a Proposal	POST	/proposal/create	conn_mod_def::GJt0qeCF88w::snFeBv7_TASmd6ZbVc-BYA

Quote

Action	Method	Path	Action id
Get a Quote	GET	/quote/{{QUOTE_ID}}/	conn_mod_def::GJt0qzXAKy0::rxtqFl2iQMupporX6wKEjw
Create a Quote	POST	/quote/create	conn_mod_def::GJt0q9XIico::8vWuLCiHTLGxiOb8v48ufg

Companies

Action	Method	Path	Action id
List Companies	GET	/company	conn_mod_def::GJt0oI82Spo::-PO46yH0Rh-gRqiba0rEEw

Currencies

Action	Method	Path	Action id
List Currencies	GET	/currency	conn_mod_def::GJt0oqidpyk::8tnG9lzfTdOu53DWere8KA

Currency

Action	Method	Path	Action id
Get a Currency	GET	/currency/{{CURRENCY_ID}}/	conn_mod_def::GJt0oz7h734::ZE71CWvOQcKdjh8rkGr4UQ

DocumentTypes

Action	Method	Path	Action id
List Document Types	GET	/doctype	conn_mod_def::GJt0o_fu4b8::V4_fLWgoRjWcN2tnkOtSmQ

DocumentType

Action	Method	Path	Action id
Create a Document Type	POST	/doctype/create	conn_mod_def::GJt0pLSdkko::zvV4Bxh0QVmLWZlO_SRU1A

OpenedProposals

Action	Method	Path	Action id
List Opened Proposals	GET	/proposal/opened	conn_mod_def::GJt0pjv_dUQ::-p6A5JVETVqR1JfjqhEqjQ

SentProposals

Action	Method	Path	Action id
List Sent Proposals	GET	/proposal/sent	conn_mod_def::GJt0prDGtZM::IMFr530zRdGagK6k2ifJWA

SignedProposals

Action	Method	Path	Action id
List Signed Proposals	GET	/proposal/signed	conn_mod_def::GJt0p2MAB8c::O-6V_coMQlKQeIqVM0u0Lw

PaidProposals

Action	Method	Path	Action id
List Paid Proposals	GET	/proposal/paid	conn_mod_def::GJt0qFAlKsM::u9cuVzVBQ8meEqEglbqZIg

ProposalCover

Action	Method	Path	Action id
Create a Proposal Cover	POST	/proposal/cover/create	conn_mod_def::GJt0qmGFxBY::yFMuynyqQo-rXN3GRSM3bA

Quotes

Action	Method	Path	Action id
List Quotes	GET	/quote	conn_mod_def::GJt0qr81GBA::Mn2q9VimSMWESk7SqHzxKg

AccountSettings

Action	Method	Path	Action id
Get Account Settings	GET	/settings	conn_mod_def::GJt0rDMpJXc::syH3OYh1RhqIV5qkLGseCw

BrandSettings

Action	Method	Path	Action id
Get Brand Settings	GET	/settings/brand	conn_mod_def::GJt0rI2Fv1c::wHdMMOiJSPSHJvEcRFXKww

MergeTags

Action	Method	Path	Action id
List Merge Tags (Settings)	GET	/settings/merge_tag	conn_mod_def::GJt0rOTy-iU::NuKDzPKjT4-QlLlJbfR5Aw

Templates

Action	Method	Path	Action id
List Templates	GET	/template	conn_mod_def::GJt0rXOtJWg::6-0PYvgHTH6AGTvoIhdR9w

Template

Action	Method	Path	Action id
Get a Template	GET	/template/{{TEMPLATE_ID}}/	conn_mod_def::GJt0rdrVTWQ::Fo9q7ghRSzOey_PHcl2xow

When a call fails

The error comes from Better Proposals, not from One. A 400 or 422 means your parameters do not match the schema, so re-read the knowledge and fix the field. A 401 or 403 means the connection needs re-authorizing, which no retry will fix. A 404 means the id is not on this account. A 429 means slow down. Never retry a write more than once: the first attempt may have landed.

Full catalog: https://www.withone.ai/knowledge/better-proposals

Integration knowledge by One (withone.ai), licensed under One-Knowledge-1.0. Attribution must be preserved in derivative works.