# Bidsketch

```json
{
  "name": "Bidsketch",
  "slug": "bidsketch",
  "url": "https://composio.dev/toolkits/bidsketch",
  "markdown_url": "https://composio.dev/toolkits/bidsketch.md",
  "logo_url": "https://logos.composio.dev/api/bidsketch",
  "categories": [
    "sales & customer support"
  ],
  "is_composio_managed": false,
  "updated_at": "2026-05-12T10:02:58.253Z"
}
```

![Bidsketch logo](https://logos.composio.dev/api/bidsketch)

## Description

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Bidsketch MCP or direct API to draft proposals, update client info, fetch proposal statuses, and send follow-ups through natural language.

## Summary

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.

## Categories

- sales & customer support

## Toolkit Details

- Tools: 38

## Images

- Logo: https://logos.composio.dev/api/bidsketch

## Authentication

- **Api Key**
  - Type: `api_key`
  - Description: Api Key authentication for Bidsketch.
  - Setup:
    - Configure Api Key credentials for Bidsketch.
    - Use the credentials when creating an auth config in Composio.

## Suggested Prompts

- Add a new client for Acme Corp
- List all proposals for client ID 1234
- Delete the proposal with ID 5678
- Remove the fee from proposal ID 9012

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `BIDSKETCH_CREATE_CLIENT` | Create Client | Tool to create a client. Use when adding a new client record to Bidsketch. |
| `BIDSKETCH_CREATE_PROPOSAL` | Create Proposal | Tool to create a new proposal. Use when you need to create a proposal for a client with a name, description, and other details. |
| `BIDSKETCH_DELETE_CLIENT` | Delete Client | Tool to delete a client and all their proposals. Use when you want to permanently remove a client and its associated proposals from your account. |
| `BIDSKETCH_DELETE_FEE` | Delete Fee | Tool to delete a fee. Use when a saved fee is no longer needed. Use after confirming this fee isn't referenced in any live proposals. |
| `BIDSKETCH_DELETE_PROPOSAL` | Delete Proposal | Tool to delete a proposal and all its content. Use after confirming the proposal ID to prevent accidental deletions. |
| `BIDSKETCH_DELETE_PROPOSAL_FEE` | Delete Proposal Fee | Tool to delete a proposal fee. Use when you need to remove an existing fee before finalizing or sending a proposal. |
| `BIDSKETCH_DELETE_PROPOSAL_SECTION` | Delete Proposal Section | Tool to delete a proposal section. Use when you need to remove a section from a proposal after verifying its ID. |
| `BIDSKETCH_DELETE_SECTION` | Delete Section | Tool to delete a section. Use when you need to permanently remove a saved section after confirming its ID. |
| `BIDSKETCH_DELETE_WEBHOOK` | Delete Webhook | Permanently delete a webhook subscription by ID. This removes the webhook and stops all future event notifications to its endpoint. Use this tool when you no longer need to receive events at a specific webhook URL, or when cleaning up test webhooks. Returns HTTP 204 No Content on success, or HTTP 404 if the webhook ID doesn't exist. |
| `BIDSKETCH_GET_CLIENT` | Get Client | Tool to get a client by ID. Use when you need detailed client info after obtaining its ID. |
| `BIDSKETCH_GET_CLIENT_PROPOSALS` | Get Client Proposals | Tool to list proposals for a specific client. Use after confirming the client ID exists. |
| `BIDSKETCH_GET_CLIENTS` | Get Clients | Tool to retrieve all clients. Use when you need to list all clients on the account. |
| `BIDSKETCH_GET_FEE` | Get Fee | Tool to get a single fee. Use when you need detailed information about a fee by its ID after confirming its existence. |
| `BIDSKETCH_GET_FEES` | Get Fees | Tool to list all the fees for the account. Use when you need to fetch every saved fee. |
| `BIDSKETCH_GET_PROPOSAL` | Get Proposal | Tool to get a proposal by ID. Use when you need detailed information for a specific proposal after obtaining its ID. |
| `BIDSKETCH_GET_PROPOSAL_CONTENT` | Get Proposal Content | Tool to get a proposal with all its content (sections and fees). Use when you need a full proposal in one call. |
| `BIDSKETCH_GET_PROPOSAL_FEE` | Get Proposal Fee | Tool to get a single fee item for a proposal. Use when you need detailed information about a specific fee before updating or displaying it. |
| `BIDSKETCH_GET_PROPOSAL_FEES` | Get Proposal Fees | Tool to list all fees for a proposal. Use after confirming the proposal ID exists; supports pagination. |
| `BIDSKETCH_GET_PROPOSALS` | Get Proposals | Tool to retrieve all proposals for the account. Use when you need an overview of existing proposals. |
| `BIDSKETCH_GET_PROPOSAL_SECTION` | Get Proposal Section | Tool to fetch a single proposal section. Use when you need detailed information for a section after listing proposal sections. |
| `BIDSKETCH_GET_PROPOSAL_SECTIONS` | Get Proposal Sections | Tool to get all sections for a proposal. Use when you need to list opening or closing sections by proposal ID. |
| `BIDSKETCH_GET_PROPOSAL_STATS` | Get Proposal Stats | Get proposal statistics for your Bidsketch account. This endpoint retrieves the total count of proposals in your account, including all proposals regardless of their status (draft, sent, won, lost, or archived). Use this when you need to: - Get a quick overview of total proposal count - Track the number of proposals created over time - Display proposal statistics in dashboards or reports No parameters required - simply call this action to get the current proposal count. |
| `BIDSKETCH_GET_SECTION` | Get Section | Tool to fetch a section by ID. Use when you need detailed section information after confirming its ID. |
| `BIDSKETCH_GET_SECTIONS` | Get Sections | Retrieves all reusable proposal sections saved to your Bidsketch account. Sections are text blocks that can be included in proposals, categorized as 'opening' (appear at the start) or 'closing' (appear at the end). Use this to browse available sections before adding them to proposals. |
| `BIDSKETCH_GET_TEMPLATES` | Get Templates | Retrieves all proposal templates saved in the account. Templates contain predefined sections, fees, and structure that can be used to create new proposals. Use this action to discover available templates before creating proposals or to display template options to users. |
| `BIDSKETCH_LIST_PROPOSAL_CLOSING_SECTIONS` | List Proposal Closing Sections | Tool to get a collection of closing sections for a proposal. Closing sections appear at the end of the proposal. Use when you need to retrieve all closing sections for a specific proposal. |
| `BIDSKETCH_LIST_PROPOSAL_OPENING_SECTIONS` | List Proposal Opening Sections | Tool to get a collection of opening sections for a proposal. Opening sections appear first in the proposal. Use when you need to retrieve all opening sections for a specific proposal. |
| `BIDSKETCH_POST_FEE` | Create Fee | Tool to create a fee. Use when you need to add a reusable fee to the account before adding it to a proposal. Ensure required fields are set (e.g., unit for custom fees). |
| `BIDSKETCH_POST_PROPOSAL_FEE` | Create Proposal Fee | Tool to create a proposal fee. Use after confirming the proposal exists to add a cost line item; require unit when feetype is custom. |
| `BIDSKETCH_POST_PROPOSAL_SECTION` | Create Proposal Section | Tool to create a proposal section. Use after confirming a proposal exists to add a new opening or closing section. |
| `BIDSKETCH_POST_SECTION` | Create Section | Tool to create a section. Use when you need to add a new section to your account before including it in proposals. |
| `BIDSKETCH_POST_WEBHOOK` | Create Webhook | Create a webhook subscription in Bidsketch to receive real-time notifications when specific events occur. Webhooks enable your application to receive immediate notifications when events happen in Bidsketch, such as when clients are created or proposals are sent, viewed, accepted, or declined. Your webhook endpoint must be publicly accessible and respond with HTTP 200 OK to webhook POST requests. Bidsketch will retry failed deliveries up to 20 times. Common use cases: - Sync client data to your CRM when a new client is created - Trigger workflows when proposals are sent or viewed - Update project management tools when proposals are accepted - Send notifications to your team when proposals are declined |
| `BIDSKETCH_PUT_CLIENT` | Update Client | Tool to update a client. Use when you need to modify existing client records with new data. |
| `BIDSKETCH_PUT_FEE` | Update Fee | Tool to update a fee. Use when you need to modify existing fee records with new data after verifying current values. |
| `BIDSKETCH_PUT_PROPOSAL` | Update Proposal | Tool to update a specific proposal's details. Use after retrieving a proposal to apply changes. |
| `BIDSKETCH_PUT_PROPOSAL_FEE` | Update Proposal Fee | Tool to update a proposal fee. Use when modifying specific properties of an existing fee within a proposal after verifying its existence. |
| `BIDSKETCH_PUT_PROPOSAL_SECTION` | Update Proposal Section | Tool to update a proposal section. Use when you need to modify the name or content of an existing section after verifying its existence. |
| `BIDSKETCH_PUT_SECTION` | Update Section | Tool to update a section. Use when you need to modify an existing section after confirming its ID. |

## 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 Bidsketch Tools via Tool Router with Your Agent

Get tools from Tool Router session and execute Bidsketch actions with your Agent
```python
tools = session.tools
response = openai.responses.create(
  model='gpt-4.1',
  tools=tools,
  input=[{
    'role': 'user',
    'content': 'Create a new client named Acme Corp with contact details.'
  }]
)
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: 'Create a new client named Acme Corp with contact details.'
  }],
});
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 Bidsketch tools.',
    max_turns=10
)

async def main():
    async with ClaudeSDKClient(options=options) as client:
        await client.query('Create a new client named Acme Corp')
        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: 'Create a new client named Acme Corp' }],
  stopWhen: stepCountIs( 5 )
});

console.log(`Agent: ${text}`);
```

## Why Use Composio?

### 1. AI Native Bidsketch Integration

- Supports both Bidsketch MCP and direct API based integrations
- Structured, LLM-friendly schemas for reliable tool execution
- Rich coverage for reading, writing, and querying your Bidsketch data

### 2. Managed Auth

- Built-in API key handling for secure credential management
- Central place to manage, scope, and revoke Bidsketch access
- Per user and per environment credentials instead of hard-coded keys

### 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 so you control which agents and users can access Bidsketch
- Scoped, least privilege access to Bidsketch resources
- Full audit trail of agent actions to support review and compliance

## Use Bidsketch with any AI Agent Framework

Choose a framework you want to connect Bidsketch with:

- [OpenAI Agents SDK](https://composio.dev/toolkits/bidsketch/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/bidsketch/framework/claude-agents-sdk)
- [Claude Code](https://composio.dev/toolkits/bidsketch/framework/claude-code)
- [Claude Cowork](https://composio.dev/toolkits/bidsketch/framework/claude-cowork)
- [Codex](https://composio.dev/toolkits/bidsketch/framework/codex)
- [OpenClaw](https://composio.dev/toolkits/bidsketch/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/bidsketch/framework/hermes-agent)
- [Google ADK](https://composio.dev/toolkits/bidsketch/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/bidsketch/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/bidsketch/framework/ai-sdk)
- [Mastra AI](https://composio.dev/toolkits/bidsketch/framework/mastra-ai)
- [LlamaIndex](https://composio.dev/toolkits/bidsketch/framework/llama-index)
- [CrewAI](https://composio.dev/toolkits/bidsketch/framework/crew-ai)
- [Pydantic AI](https://composio.dev/toolkits/bidsketch/framework/pydantic-ai)
- [AutoGen](https://composio.dev/toolkits/bidsketch/framework/autogen)

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- [Better proposals](https://composio.dev/toolkits/better_proposals) - 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.
- [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.
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## Frequently Asked Questions

### Do I need my own developer credentials to use Bidsketch with Composio?

Yes, Bidsketch 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.

---
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