How to integrate Better proposals MCP with Codex

Connect Codex to Better proposals MCP. List all proposals sent this month, create a new company profile, and more using natural language, with authentication handled for you.

Better proposals logoBetter proposals
Api Key

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.

23 Tools

Introduction

Codex is one of the most popular coding harnesses out there. And MCP makes the experience even better. With the Better proposals MCP integration, Codex can track sent and signed proposals, fetch quotes and templates, create companies and proposal covers, and check your brand settings, all without leaving the terminal or the app, whichever you prefer.

Also integrate Better proposals with

Why use Composio?

Apart from a managed and hosted MCP server, you will get:

  • CodeAct: A dedicated workbench that allows GPT to write its code to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
  • Large tool responses: Handle them to minimise context rot.
  • Dynamic just-in-time access to 20,000 tools across 1700+ other Apps for cross-app workflows. It loads the tools you need, so GPTs aren't overwhelmed by tools you don't need.

How to install Better proposals MCP in Codex

Run the setup command

Run this command in your terminal to add the Composio MCP server to Codex.

Terminal

It will initiate the authentication in a browser window, authorize Codex to access your Composio account.

Composio authentication page

(Optional) Authenticate with OAuth

To authenticate manually, run the login command to open a browser window and authorize Codex to access your Composio account.

bash
codex mcp login composio

Verify the connection

Run codex mcp list to confirm Composio appears as a registered MCP server.

bash
codex mcp list

Codex App

Codex App follows the same approach as VS Code.

  1. Click ⚙️ on the bottom left → MCP Servers → + Add servers → Streamable HTTP:
  2. Fill the header and Key fields with { "x-consumer-api-key" = "ck_*******" }.
  3. The Key is the Composio API key, that you can find on dashboard.composio.dev
  4. Click on Authenticate and authorize Codex to your Composio account and you're all set.
Codex App MCP setup
  1. Restart and verify if it's there in .codex/config.toml
bash
[mcp_servers.composio]
url = "https://connect.composio.dev/mcp"
http_headers = { "x-consumer-api-key" = "ck_*******" }

Try it

Ask Codex for a Better proposals task. The first time, Composio asks you to connect your Better proposals account.

For example, ask it to:

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

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, quotes, companies, templates, and settings, so your agent can track proposal progress, review quotes, inspect templates, create companies, and check account settings on your behalf.

  • Proposal tracking: Have your agent list proposals, count them, retrieve specific proposal details, and find proposals that are new, opened, sent, signed, or paid.
  • Quote review: Instruct your agent to list available quotes and retrieve the details of a specific quote.
  • Company management: Let the agent create new companies, list existing companies, and retrieve details about a specific company.
  • Template and document setup: Direct your agent to inspect templates and document types, create new document types, or add proposal cover designs.
  • Workspace configuration lookup: Have your agent retrieve account and brand settings, review supported currencies, and list custom merge tags.

Conclusion

You've successfully integrated Better proposals with Codex using Composio's MCP server. Now you can interact with Better proposals directly from your terminal, VS Code, or the Codex App using natural language commands.

Key benefits of this setup:

  • Seamless integration across CLI, VS Code, and standalone app
  • Natural language commands for Better proposals operations
  • Managed authentication through Composio
  • Access to 20,000+ tools across 1700+ apps for cross-app workflows
  • CodeAct workbench for complex tool chaining

Next steps:

  • Try asking Codex to perform various Better proposals operations
  • Explore cross-app workflows by connecting more toolkits
  • Build automation scripts that leverage Codex's AI capabilities
TOOLS

Supported Tools

Every Better proposals action and event your agent gets out of the box.

Create Company

Tool to create a new company.

Create Document Type

Tool to create a new document type.

Create Proposal Cover

Tool to create a new proposal cover design.

Get All Companies

Tool to retrieve a paginated list of all companies.

Get All Currencies

Tool to retrieve a paginated list of all currencies.

Get All Document Types

Tool to retrieve a paginated list of all document types.

Get All Proposals

Tool to retrieve a paginated list of all proposals.

Get All Quotes

Tool to retrieve a paginated list of all quotes.

Get All Templates

Tool to retrieve a paginated list of all templates.

Get Brand Settings

Retrieve settings for the default brand, including its name, currency and tax configuration, for use when creating or customizing documents.

Get Company

Tool to retrieve details of a specific company.

Get Currency

Retrieve details of a specific Better Proposals currency by its ID.

Get New Proposals

Retrieve a paginated list of new proposals, optionally filtered by document type.

Get Opened Proposals

Retrieve a paginated list of proposals that recipients have opened, optionally filtered by document type.

Get Paid Proposals

Retrieve a paginated list of paid proposals, optionally filtered by document type.

Get Proposal

Retrieve details of a specific proposal by ID, including available metadata, contacts and price tables.

Get Proposal Count

Tool to retrieve the total count of proposals.

Get Quote

Tool to retrieve details of a specific quote.

Get Sent Proposals

Retrieve a page of sent proposals, optionally filtered by document type.

Get Settings

Tool to retrieve current account settings.

Get Signed Proposals

Retrieve a page of signed proposals, optionally filtered by document type.

Get Template Details

Tool to retrieve details of a specific template.

List Merge Tags

Tool to retrieve custom merge tags with pagination support.

FAQ

Frequently asked questions

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