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How to connect Bidsketch to Claude

Connect Claude Web, Desktop and Cowork to Bidsketch MCP. Add a new client for acme corp, list all proposals for client id 1234, and more using natural language, with authentication handled for you.

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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.

38 Tools

Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Bidsketch account to Claude via Composio Connect, enabling it to add a new client for Acme Corp, list all proposals for client ID 1234, delete the proposal with ID 5678, and more such actions on your behalf without compromising your account security.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Also integrate Bidsketch with

Claude CodeOpenAI Agents SDKClaude Agent SDKCodexOpenClawHermesAtomic AgentGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAIPydantic AIAutoGen

Connecting Bidsketch to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

2. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Web, Desktop, and Cowork

3. Connect your Bidsketch account

Back in Claude, ask it to connect to Bidsketch or give it any Bidsketch-related task.

For example, ask Claude to:

  • "Add a new client for Acme Corp"
  • "List all proposals for client ID 1234"
  • "Delete the proposal with ID 5678"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Claude, and your Bidsketch account is ready to use.

What is the Bidsketch Claude Connector, and what's possible with it?

The Bidsketch MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Bidsketch account. It provides structured and secure access to your proposals and client data, so your agent can perform actions like creating clients, managing proposals, organizing sections, and handling fees on your behalf.

  • Client creation and management: Easily have your agent add new clients to Bidsketch or retrieve detailed client information by ID.
  • Proposal organization and cleanup: Direct your agent to list, delete, or manage proposals for specific clients, streamlining your workflow and keeping things tidy.
  • Section and fee management: Let your agent add or remove proposal sections and fees, ensuring each proposal is perfectly structured before sending.
  • Webhook and automation controls: Remove webhooks or automate repetitive admin tasks to keep your Bidsketch account running smoothly with minimal manual effort.

Troubleshooting

1. Why does Claude not use the Composio connector for Bidsketch?

The connector can show as connected, but Claude must use it in each Bidsketch conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Bidsketch again.

2. Why does Claude show an MCP server error before Bidsketch connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Bidsketch.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Bidsketch.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Bidsketch authorization link not work?

The Composio connector is one server. Your Bidsketch account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Bidsketch connection.
  • Composio creates a fresh Bidsketch authorization link.
  • Open that link in your browser and finish the Bidsketch sign-in.

4. Why do Bidsketch actions fail after they worked before?

The Bidsketch connection can expire or lose permission.

  • Ask Claude to inspect the Bidsketch connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Bidsketch account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Bidsketch.
  • If the action still fails with a permission error, check that the connected account has that permission in Bidsketch itself.

5. How do I switch to a different Bidsketch account?

Claude can manage the Bidsketch connection for you.

  • Ask Claude to disconnect or delete the current Bidsketch account.
  • Ask Claude to connect Bidsketch again.
  • Open the new Composio authorization link for Bidsketch.
  • Sign in with the other Bidsketch account in the browser.
  • After the account connects, ask Claude to retry the Bidsketch task.

6. Why is my Bidsketch connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Bidsketch connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Bidsketch tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Bidsketch.
TOOLS

Supported Tools

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

Create Client

Tool to create a client.

Create Proposal

Tool to create a new proposal.

Delete Client

Tool to delete a client and all their proposals.

Delete Fee

Tool to delete a fee.

Delete Proposal

Tool to delete a proposal and all its content.

Delete Proposal Fee

Tool to delete a proposal fee.

Delete Proposal Section

Tool to delete a proposal section.

Delete Section

Tool to delete a section.

Delete Webhook

Permanently delete a webhook subscription by ID.

Get Client

Tool to get a client by ID.

Get Client Proposals

Tool to list proposals for a specific client.

Get Clients

Tool to retrieve all clients.

Get Fee

Tool to get a single fee.

Get Fees

Tool to list all the fees for the account.

Get Proposal

Tool to get a proposal by ID.

Get Proposal Content

Tool to get a proposal with all its content (sections and fees).

Get Proposal Fee

Tool to get a single fee item for a proposal.

Get Proposal Fees

Tool to list all fees for a proposal.

Get Proposals

Tool to retrieve all proposals for the account.

Get Proposal Section

Tool to fetch a single proposal section.

Get Proposal Sections

Tool to get all sections for a proposal.

Get Proposal Stats

Get proposal statistics for your Bidsketch account.

Get Section

Tool to fetch a section by ID.

Get Sections

Retrieves all reusable proposal sections saved to your Bidsketch account.

Get Templates

Retrieves all proposal templates saved in the account.

List Proposal Closing Sections

Tool to get a collection of closing sections for a proposal.

List Proposal Opening Sections

Tool to get a collection of opening sections for a proposal.

Create Fee

Tool to create a fee.

Create Proposal Fee

Tool to create a proposal fee.

Create Proposal Section

Tool to create a proposal section.

Create Section

Tool to create a section.

Create Webhook

Create a webhook subscription in Bidsketch to receive real-time notifications when specific events occur.

Update Client

Tool to update a client.

Update Fee

Tool to update a fee.

Update Proposal

Tool to update a specific proposal's details.

Update Proposal Fee

Tool to update a proposal fee.

Update Proposal Section

Tool to update a proposal section.

Update Section

Tool to update a section.

FRAMEWORKS

How to build Bidsketch MCP Agent with another framework

Claude Code logo

Claude Code

Use Bidsketch MCP with Claude Code

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Bidsketch MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Bidsketch MCP with Claude Agent SDK

Codex logo

Codex

Use Bidsketch MCP with Codex

OpenClaw logo

OpenClaw

Use Bidsketch MCP with OpenClaw

Hermes logo

Hermes

Use Bidsketch MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Bidsketch MCP with Atomic Agent

Google ADK logo

Google ADK

Use Bidsketch MCP with Google ADK

LangChain logo

LangChain

Use Bidsketch MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Bidsketch MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Bidsketch MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Bidsketch MCP with LlamaIndex

CrewAI logo

CrewAI

Use Bidsketch MCP with CrewAI

Pydantic AI logo

Pydantic AI

Use Bidsketch MCP with Pydantic AI

AutoGen logo

AutoGen

Use Bidsketch MCP with AutoGen

FAQ

Frequently asked questions

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

Yes, you can. Claude Cowork 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 Bidsketch tools.

Yes, absolutely. You can configure which Bidsketch 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.

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 Bidsketch data and credentials are handled as safely as possible.

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