Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| TRANSPORT_TYPE | No | Set to 'sse' to enable Server-Sent Events (SSE) mode, or leave unset/default for 'stdio' | stdio |
| OFFORTE_API_KEY | Yes | Your Offorte API key | |
| OFFORTE_ACCOUNT_NAME | Yes | Your Offorte account name |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_initial_context | IMPORTANT: This tool must be called before using any other tools. It will get usage instructions & Offorte context for this MCP server. |
| get_account_users | Lists all account users for the current account |
| get_automation_sets | Lists automation sets which are used as an optional input to create a new proposal |
| get_contact_details | Get all details for a contact by id |
| get_design_templates | Lists available design templates which are used to create new proposals |
| get_email_templates | Lists available email templates which are used to send proposals |
| get_proposal_directories | Get all proposal directories grouped by status (edit, open, won, lost, closed) |
| get_proposal_templates | Lists proposal templates which are used as starting points to create new proposals |
| get_text_templates | Lists available language text templates which are used to create new proposals |
| search_contact_organisations | Search for organisations by name in the contacts |
| search_contact_people | Search for people by name in the contacts |
| search_proposals | Search for proposals by query |
| create_contact | Create a new contact (organisation or person/individual) |
| create_proposal | Create a new proposal |
| send_proposal | Send a proposal to its assigned contacts |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |