How to integrate Better proposals MCP with Claude Code

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Introduction

Manage your Better proposals directly from Claude Code with zero worries about OAuth hassles, API-breaking issues, or reliability and security concerns.

You can do this in two different ways:

  1. Via Rube - Direct and easiest approach
  2. Via Composio SDK - Programmatic approach with more control

Why Rube?

Rube is a universal MCP server with access to 850+ SaaS apps. It ensures just-in-time tool loading so Claude can access the tools it needs, a remote workbench for programmatic tool calling and handling large tool responses out of the LLM context window, ensuring the LLM context window remains clean.

Connect Better proposals to Claude Code with Rube

1. Get the MCP URL

Copy and paste the below command in Claude Code to add Rube MCP.

Terminal

2. Authenticate Rube

Run /mcp to view Rube

bash
/mcp
Run /mcp to view Rube in Claude Code
Click on Rube to authenticate
Authentication flow complete

3. Ensure it's connected

Run /mcp again to verify the connection. Now, do whatever you want with Claude Code and Better proposals.

Rube connected successfully

Supported Tools & Triggers

Tools
Get All Document TypesTool to retrieve a paginated list of all document types.
Create CompanyTool to create a new company.
Create Document TypeTool to create a new document type.
Create Proposal CoverTool to create a new proposal cover design.
Get All CompaniesTool to retrieve a paginated list of all companies.
Get All CurrenciesTool to retrieve a paginated list of all currencies.
Get All Document TypesTool to retrieve a paginated list of all document types.
Get All ProposalsTool to retrieve a paginated list of all proposals.
Get All QuotesTool to retrieve a paginated list of all quotes.
Get All TemplatesTool to retrieve a paginated list of all templates.
Get Brand SettingsTool to retrieve settings for the default brand.
Get CompanyTool to retrieve details of a specific company.
Get CurrencyTool to retrieve details of a specific currency.
Get New ProposalsTool to retrieve all new proposals.
Get Opened ProposalsTool to retrieve all opened proposals.
Get Paid ProposalsTool to retrieve all paid proposals.
Get Proposal CountTool to retrieve the total count of proposals.
Get QuoteTool to retrieve details of a specific quote.
Get Sent ProposalsTool to retrieve all sent proposals.
Get SettingsTool to retrieve current account settings.
Get Signed ProposalsTool to retrieve all signed proposals.
Get Template DetailsTool to retrieve details of a specific template.

What is the Better proposals MCP server, and what's possible with it?

The Better Proposals MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Better Proposals account. It provides structured and secure access to your proposals workspace, so your agent can perform actions like creating companies, generating proposals, listing templates, and managing document types on your behalf.

  • Automated proposal creation: Instruct your agent to generate new proposal covers or assemble entire proposals using customizable templates and dynamic content.
  • Company and client management: Let your agent create new companies, retrieve lists of existing clients, and keep your contacts organized for faster proposal delivery.
  • Template and document type selection: Ask your agent to fetch available templates and document types, helping you choose the right style and format every time.
  • Quote and currency handling: Have your agent list all available quotes and supported currencies, streamlining the pricing and invoicing process for your proposals.
  • Bulk data retrieval and reporting: Direct the agent to gather lists of all proposals, document types, or companies for easy review, reporting, or dashboarding.

Connecting Better proposals via Tool Router

Tool Router is the underlying tech that powers Rube. It's a universal gateway that does everything Rube does but with much more programmatic control. You can programmatically generate an MCP URL with the app you need (here Better proposals) for even more tool search precision. It's secure and reliable.

How the Tool Router works

The Tool Router follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Prerequisites

Before starting, make sure you have:
  • Claude Pro, Max, or API billing enabled Anthropic account
  • Composio API Key
  • A Better proposals account
  • Basic knowledge of Python or TypeScript

Install Claude Code

bash
# macOS, Linux, WSL
curl -fsSL https://claude.ai/install.sh | bash

# Windows PowerShell
irm https://claude.ai/install.ps1 | iex

# Windows CMD
curl -fsSL https://claude.ai/install.cmd -o install.cmd && install.cmd && del install.cmd

To install Claude Code, use one of the following methods based on your operating system:

Set up Claude Code

bash
cd your-project-folder
claude

Open a terminal, go to your project folder, and start Claude Code:

  • Claude Code will open in your terminal
  • Follow the prompts to sign in with your Anthropic account
  • Complete the authentication flow
  • Once authenticated, you can start using Claude Code
Claude Code initial setup showing sign-in prompt
Claude Code terminal after successful login

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here

Create a .env file in your project root with the following variables:

  • COMPOSIO_API_KEY authenticates with Composio (get it from Composio dashboard)
  • USER_ID identifies the user for session management (use any unique identifier)

Install Composio library

pip install composio-core python-dotenv

Install the Composio Python library to create MCP sessions.

  • composio-core provides the core Composio functionality
  • python-dotenv loads environment variables from your .env file

Generate Composio MCP URL

import os
from composio import Composio
from dotenv import load_dotenv

load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
USER_ID = os.getenv("USER_ID")

composio_client = Composio(api_key=COMPOSIO_API_KEY)

composio_session = composio_client.create(
    user_id=USER_ID,
    toolkits=["better_proposals"],
)

COMPOSIO_MCP_URL = composio_session.mcp.url

print(f"MCP URL: {COMPOSIO_MCP_URL}")
print(f"\nUse this command to add to Claude Code:")
print(f'claude mcp add --transport http better_proposals-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"')

Create a script to generate a Composio MCP URL for Better proposals. This URL will be used to connect Claude Code to Better proposals.

What's happening:
  • We import the Composio client and load environment variables
  • Create a Composio instance with your API key
  • Call create() to create a Tool Router session for Better proposals
  • The returned mcp.url is the MCP server URL that Claude Code will use
  • The script prints this URL so you can copy it

Run the script and copy the MCP URL

python generate_mcp_url.py

Run your Python script to generate the MCP URL.

  • The script connects to Composio and creates a Tool Router session
  • It prints the MCP URL and the exact command you need to run
  • Copy the entire claude mcp add command from the output

Add Better proposals MCP to Claude Code

bash
claude mcp add --transport http better_proposals-composio "YOUR_MCP_URL_HERE" --headers "X-API-Key:YOUR_COMPOSIO_API_KEY"

# Then restart Claude Code
exit
claude

In your terminal, add the MCP server using the command from the previous step. The command format is:

  • claude mcp add registers a new MCP server with Claude Code
  • --transport http specifies that this is an HTTP-based MCP server
  • The server name (better_proposals-composio) is how you'll reference it
  • The URL points to your Composio Tool Router session
  • --headers includes your Composio API key for authentication

After running the command, close the current Claude Code session and start a new one for the changes to take effect.

Verify the installation

bash
claude mcp list

Check that your Better proposals MCP server is properly configured.

  • This command lists all MCP servers registered with Claude Code
  • You should see your better_proposals-composio entry in the list
  • This confirms that Claude Code can now access Better proposals tools

If everything is wired up, you should see your better_proposals-composio entry listed:

Claude Code MCP list showing the toolkit MCP server

Authenticate Better proposals

The first time you try to use Better proposals tools, you'll be prompted to authenticate.

  • Claude Code will detect that you need to authenticate with Better proposals
  • It will show you an authentication link
  • Open the link in your browser (or copy/paste it)
  • Complete the Better proposals authorization flow
  • Return to the terminal and start using Better proposals through Claude Code

Once authenticated, you can ask Claude Code to perform Better proposals operations in natural language. For example:

  • "List all proposals sent this month"
  • "Create a new company profile"
  • "Show available proposal templates for selection"

Complete Code

Here's the complete code to get you started with Better proposals and Claude Code:

import os
from composio import Composio
from dotenv import load_dotenv

load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
USER_ID = os.getenv("USER_ID")

composio_client = Composio(api_key=COMPOSIO_API_KEY)

composio_session = composio_client.create(
    user_id=USER_ID,
    toolkits=["better_proposals"],
)

COMPOSIO_MCP_URL = composio_session.mcp.url

print(f"MCP URL: {COMPOSIO_MCP_URL}")
print(f"\nUse this command to add to Claude Code:")
print(f'claude mcp add --transport http better_proposals-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"')

Conclusion

You've successfully integrated Better proposals with Claude Code using Composio's MCP server. Now you can interact with Better proposals directly from your terminal using natural language commands.

Key features of this setup:

  • Terminal-native experience without switching contexts
  • Natural language commands for Better proposals operations
  • Secure authentication through Composio's managed MCP
  • Tool Router for dynamic tool discovery and execution

Next steps:

  • Try asking Claude Code to perform various Better proposals operations
  • Add more toolkits to your Tool Router session for multi-app workflows
  • Integrate this setup into your development workflow for increased productivity

You can extend this by adding more toolkits, implementing custom workflows, or building automation scripts that leverage Claude Code's capabilities.

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FAQ

What are the differences in Tool Router MCP and Better proposals MCP?

With a standalone Better proposals MCP server, the agents and LLMs can only access a fixed set of Better proposals tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Better proposals and many other apps based on the task at hand, all through a single MCP endpoint.

Can I use Tool Router MCP with Claude Code?

Yes, you can. Claude Code fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Better proposals tools.

Can I manage the permissions and scopes for Better proposals while using Tool Router?

Yes, absolutely. You can configure which Better proposals scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

How safe is my data with Composio Tool Router?

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Better proposals data and credentials are handled as safely as possible.

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