# Better proposals ```json { "name": "Better proposals", "slug": "better_proposals", "url": "https://composio.dev/toolkits/better_proposals", "markdown_url": "https://composio.dev/toolkits/better_proposals.md", "logo_url": "https://logos.composio.dev/api/better_proposals", "categories": [ "sales & customer support" ], "is_composio_managed": false, "updated_at": "2026-05-12T10:02:53.728Z" } ``` ![Better proposals logo](https://logos.composio.dev/api/better_proposals) ## Description Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Better proposals MCP or direct API to draft new proposals, fetch client responses, update proposal statuses, and automate follow-ups through natural language. ## Summary Better Proposals is a web-based tool for crafting and sending professional proposals. It helps teams impress clients and close deals faster with slick, easy-to-use templates. ## Categories - sales & customer support ## Toolkit Details - Tools: 23 ## Images - Logo: https://logos.composio.dev/api/better_proposals ## Authentication - **Api Key** - Type: `api_key` - Description: Api Key authentication for Better Proposals. - Setup: - Configure Api Key credentials for Better Proposals. - Use the credentials when creating an auth config in Composio. ## Suggested Prompts - List all proposals sent this month - Create a new company profile - Show available proposal templates for selection - Retrieve all quotes for a specific client ## Supported Tools | Tool slug | Name | Description | |---|---|---| | `BETTER_PROPOSALS_CREATE_COMPANY` | Create Company | Tool to create a new company. Use after confirming the company does not already exist. | | `BETTER_PROPOSALS_CREATE_DOCUMENT_TYPE` | Create Document Type | Tool to create a new document type. Use after confirming the desired type name does not already exist. | | `BETTER_PROPOSALS_CREATE_PROPOSAL_COVER` | Create Proposal Cover | Tool to create a new proposal cover design. Use when you need a custom cover design before sending out a proposal. Use after finalizing cover settings. | | `BETTER_PROPOSALS_GET_ALL_COMPANIES` | Get All Companies | Tool to retrieve a paginated list of all companies. Use when listing available companies for display or selection. | | `BETTER_PROPOSALS_GET_ALL_CURRENCIES` | Get All Currencies | Tool to retrieve a paginated list of all currencies. Use when listing available currency options before selection. | | `BETTER_PROPOSALS_BETTER_PROPOSALS_GET_ALL_DOCUMENT_TYPES` | Get All Document Types | Tool to retrieve a paginated list of all document types. Use when you need to display or select a document type ID. | | `BETTER_PROPOSALS_GET_ALL_PROPOSALS` | Get All Proposals | Tool to retrieve a paginated list of all proposals. Use when you need to fetch proposals list after validating credentials. | | `BETTER_PROPOSALS_GET_ALL_QUOTES` | Get All Quotes | Tool to retrieve a paginated list of all quotes. Use after setting pagination parameters. | | `BETTER_PROPOSALS_GET_ALL_TEMPLATES` | Get All Templates | Tool to retrieve a paginated list of all templates. Use when you need to list available templates for selection. | | `BETTER_PROPOSALS_GET_BRAND_SETTINGS` | Get Brand Settings | Tool to retrieve settings for the default brand. Use when you need default-brand configuration (colors, tax, name, etc.) before creating or customizing documents. | | `BETTER_PROPOSALS_GET_COMPANY` | Get Company | Tool to retrieve details of a specific company. Use when you need company metadata by ID. | | `BETTER_PROPOSALS_GET_CURRENCY` | Get Currency | Tool to retrieve details of a specific currency. Use when you need currency metadata by ID. | | `BETTER_PROPOSALS_GET_NEW_PROPOSALS` | Get New Proposals | Tool to retrieve all new proposals. Use after validating credentials when you need only newly created proposals. | | `BETTER_PROPOSALS_GET_OPENED_PROPOSALS` | Get Opened Proposals | Tool to retrieve all opened proposals. Use when you need proposals that recipients have opened. | | `BETTER_PROPOSALS_GET_PAID_PROPOSALS` | Get Paid Proposals | Tool to retrieve all paid proposals. Use when you need to list proposals that have been paid. | | `BETTER_PROPOSALS_GET_PROPOSAL` | Get Proposal | Tool to retrieve details of a specific proposal by ID. Use when you need complete proposal metadata and content. | | `BETTER_PROPOSALS_GET_PROPOSAL_COUNT` | Get Proposal Count | Tool to retrieve the total count of proposals. Use when you need to know how many proposals exist. | | `BETTER_PROPOSALS_GET_QUOTE` | Get Quote | Tool to retrieve details of a specific quote. Use when you need full quote data by ID. | | `BETTER_PROPOSALS_GET_SENT_PROPOSALS` | Get Sent Proposals | Tool to retrieve all sent proposals. Use after dispatching proposals to clients to list them. | | `BETTER_PROPOSALS_GET_SETTINGS` | Get Settings | Tool to retrieve current account settings. Use when you need default currency, tax, and timezone configuration before creating proposals. | | `BETTER_PROPOSALS_GET_SIGNED_PROPOSALS` | Get Signed Proposals | Tool to retrieve all signed proposals. Use when you need to list proposals clients have signed after confirming credentials. | | `BETTER_PROPOSALS_GET_TEMPLATE` | Get Template Details | Tool to retrieve details of a specific template. Use after selecting the template ID to fetch metadata. | | `BETTER_PROPOSALS_LIST_MERGE_TAGS` | List Merge Tags | Tool to retrieve custom merge tags with pagination support. Use when you need to list available merge tags for templates. | ## Supported Triggers None listed. ## Installation and MCP Setup ### Path 1: SDK Installation #### Path 1, Step 1: Install Composio Install the Composio SDK ```python pip install composio_openai ``` ```typescript npm install @composio/openai ``` #### Path 1, Step 2: Initialize Composio and Create Tool Router Session Import and initialize Composio client, then create a Tool Router session ```python from openai import OpenAI from composio import Composio from composio_openai import OpenAIResponsesProvider composio = Composio(provider=OpenAIResponsesProvider()) openai = OpenAI() session = composio.create(user_id='your-user-id') ``` ```typescript import OpenAI from 'openai'; import { Composio } from '@composio/core'; import { OpenAIResponsesProvider } from '@composio/openai'; const composio = new Composio({ provider: new OpenAIResponsesProvider(), }); const openai = new OpenAI({}); const session = await composio.create('your-user-id'); ``` #### Path 1, Step 3: Execute Better proposals Tools via Tool Router with Your Agent Get tools from Tool Router session and execute Better proposals actions with your Agent ```python tools = session.tools response = openai.responses.create( model='gpt-4.1', tools=tools, input=[{ 'role': 'user', 'content': 'List all proposals sent this week' }] ) result = composio.provider.handle_tool_calls( response=response, user_id='your-user-id' ) print(result) ``` ```typescript const tools = session.tools; const response = await openai.responses.create({ model: 'gpt-4.1', tools: tools, input: [{ role: 'user', content: 'List all proposals sent this week' }], }); const result = await composio.provider.handleToolCalls( 'your-user-id', response.output ); console.log(result); ``` ### Path 2: MCP Server Setup #### Path 2, Step 1: Install Composio Install the Composio SDK and Claude Agent SDK ```python pip install composio claude-agent-sdk ``` ```typescript npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp ``` #### Path 2, Step 2: Create Tool Router Session Initialize the Composio client and create a Tool Router session ```python from composio import Composio from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions composio = Composio(api_key='your-composio-api-key') session = composio.create(user_id='your-user-id') url = session.mcp.url ``` ```typescript import { Composio } from '@composio/core'; const composio = new Composio({ apiKey: 'your-api-key' }); console.log("Creating Tool Router session..."); const { mcp } = await composio.create('your-user-id'); console.log(`Tool Router session created: ${mcp.url}`); ``` #### Path 2, Step 3: Connect to AI Agent Use the MCP server with your AI agent ```python import asyncio options = ClaudeAgentOptions( permission_mode='bypassPermissions', mcp_servers={ 'tool_router': { 'type': 'http', 'url': url, 'headers': { 'x-api-key': 'your-composio-api-key' } } }, system_prompt='You are a helpful assistant with access to Better proposals tools.', max_turns=10 ) async def main(): async with ClaudeSDKClient(options=options) as client: await client.query('List all active proposals this month') async for message in client.receive_response(): if hasattr(message, 'content'): for block in message.content: if hasattr(block, 'text'): print(block.text) asyncio.run(main()) ``` ```typescript import { openai } from '@ai-sdk/openai'; import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp'; import { generateText, stepCountIs } from 'ai'; const client = await createMCPClient({ transport: { type: 'http', url: mcp.url, headers: { 'x-api-key': 'your-composio-api-key' } } }); const tools = await client.tools(); const { text } = await generateText({ model: openai('gpt-4o'), tools, messages: [{ role: 'user', content: 'List all active proposals this month' }], stopWhen: stepCountIs(5) }); console.log(`Agent: ${text}`); ``` ## Why Use Composio? ### 1. AI Native Better proposals Integration - Supports both Better proposals MCP and direct API based integrations - Structured, LLM-friendly schemas for reliable tool execution - Rich coverage for creating, updating, and tracking your proposals ### 2. Managed Auth - Built-in API key handling with secure credential storage - Central dashboard to manage, scope, and revoke Better proposals access - No more hard-coded API keys—credentials scoped per user and environment ### 3. Agent Optimized Design - Tools are tuned using real error and success rates to improve reliability over time - Comprehensive execution logs so you always know what ran, when, and on whose behalf ### 4. Enterprise Grade Security - Fine-grained RBAC to control which agents can access proposal data - Scoped, least privilege access to Better proposals resources - Full audit trail of agent actions for compliance and peace of mind ## Use Better proposals with any AI Agent Framework Choose a framework you want to connect Better proposals with: - [OpenAI Agents SDK](https://composio.dev/toolkits/better_proposals/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/better_proposals/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/better_proposals/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/better_proposals/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/better_proposals/framework/codex) - [OpenClaw](https://composio.dev/toolkits/better_proposals/framework/openclaw) - [Hermes](https://composio.dev/toolkits/better_proposals/framework/hermes-agent) - [Google ADK](https://composio.dev/toolkits/better_proposals/framework/google-adk) - [LangChain](https://composio.dev/toolkits/better_proposals/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/better_proposals/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/better_proposals/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/better_proposals/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/better_proposals/framework/crew-ai) - [Pydantic AI](https://composio.dev/toolkits/better_proposals/framework/pydantic-ai) - [AutoGen](https://composio.dev/toolkits/better_proposals/framework/autogen) ## Related Toolkits - [Aeroleads](https://composio.dev/toolkits/aeroleads) - Aeroleads is a B2B lead generation platform for finding business emails and phone numbers. Grow your sales pipeline faster with powerful prospecting tools. - [Autobound](https://composio.dev/toolkits/autobound) - Autobound is an AI-powered sales engagement platform that crafts hyper-personalized outreach and insights. It helps sales teams boost response rates and close more deals through tailored content and recommendations. - [Bidsketch](https://composio.dev/toolkits/bidsketch) - Bidsketch is a proposal software that helps businesses create professional proposals quickly and efficiently. It streamlines the proposal process, saving time while boosting client win rates. - [Bolna](https://composio.dev/toolkits/bolna) - Bolna is an AI platform for building conversational voice agents. It helps businesses automate support and streamline interactions through natural, voice-powered conversations. - [Botsonic](https://composio.dev/toolkits/botsonic) - Botsonic is a no-code AI chatbot builder for easily creating and deploying chatbots to your website. It empowers businesses to offer conversational experiences without writing code. - [Botstar](https://composio.dev/toolkits/botstar) - BotStar is a comprehensive chatbot platform for designing, developing, and training chatbots visually on Messenger and websites. It helps businesses automate conversations and customer interactions without coding. - [Callerapi](https://composio.dev/toolkits/callerapi) - CallerAPI is a white-label caller identification platform for branded caller ID and fraud prevention. It helps businesses boost customer trust while stopping spam, fraud, and robocalls. - [Callingly](https://composio.dev/toolkits/callingly) - Callingly is a lead response management platform that automates immediate call and text follow-ups with new leads. It helps sales teams boost response speed and close more deals by connecting seamlessly with CRMs and lead sources. - [Callpage](https://composio.dev/toolkits/callpage) - Callpage is a lead capture platform that lets businesses instantly connect with website visitors via callback. It boosts lead generation and increases your sales conversion rates. - [Clearout](https://composio.dev/toolkits/clearout) - Clearout is an AI-powered service for verifying, finding, and enriching email addresses. It boosts deliverability and helps you discover high-quality leads effortlessly. - [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time. - [Convolo ai](https://composio.dev/toolkits/convolo_ai) - Convolo ai is an AI-powered communications platform for sales teams. It accelerates lead response and improves conversion rates by automating calls and integrating workflows. - [Delighted](https://composio.dev/toolkits/delighted) - Delighted is a customer feedback platform based on the Net Promoter System®. It helps you quickly gather, track, and act on customer sentiment. - [Docsbot ai](https://composio.dev/toolkits/docsbot_ai) - Docsbot ai is a platform that lets you build custom AI chatbots trained on your documentation. It automates customer support and content generation, saving time and improving response quality. - [Emelia](https://composio.dev/toolkits/emelia) - Emelia is an all-in-one B2B prospecting platform for cold-email, LinkedIn outreach, and prospect research. It streamlines outbound campaigns so you can find, engage, and warm up leads faster. - [Findymail](https://composio.dev/toolkits/findymail) - Findymail is a B2B data provider offering verified email and phone contacts for sales prospecting. Enhance outreach with automated exports, email verification, and CRM enrichment. - [Freshdesk](https://composio.dev/toolkits/freshdesk) - Freshdesk is customer support software with ticketing and automation tools. It helps teams streamline helpdesk operations for faster, better customer support. - [Fullenrich](https://composio.dev/toolkits/fullenrich) - FullEnrich is a B2B contact enrichment platform that aggregates emails and phone numbers from 15+ data vendors. Instantly find and verify lead contact data to boost your outreach. - [Gatherup](https://composio.dev/toolkits/gatherup) - GatherUp is a customer feedback and online review management platform. It helps businesses boost their reputation by streamlining how they collect and manage customer feedback. - [Getprospect](https://composio.dev/toolkits/getprospect) - Getprospect is a business email discovery tool with LinkedIn integration. Use it to quickly find and verify professional email addresses. ## Frequently Asked Questions ### Do I need my own developer credentials to use Better proposals with Composio? Yes, Better proposals requires you to configure your own API key credentials. Once set up, Composio handles secure credential storage and API request handling for you. ### Can I use multiple toolkits together? Yes! Composio's Tool Router enables agents to use multiple toolkits. [Learn more](https://docs.composio.dev/tool-router/overview). ### Is Composio secure? Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. [Learn more](https://trust.composio.dev). ### What if the API changes? Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions. --- [See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)