{
  "id": "13-offorte",
  "slug": "offorte",
  "normalized_name": "offorte",
  "name": "Offorte",
  "vendor_url": "offorte.com",
  "category": "proposals-deals",
  "what_it_does": "Proposal software (templates, interactive web proposals, e-signature, open and read tracking, automation sets) for small businesses, with a REST API, webhooks and an MCP server published by the vendor.",
  "ai_features": "The vendor markets AI writing assistance for proposal text; the MCP server is the agent surface (17 tools across context, account, automations, contacts, favorites, proposals and settings) and a vendor blog post demonstrates a voice-to-sent-proposal flow through it.",
  "mcp_status": "official",
  "mcp_url": "https://github.com/offorte/offorte-mcp-server (vendor pages: https://www.offorte.com/for-developers and https://www.offorte.com/en/blog/proposal-software/handsfree-proposal-sending-with-mcp)",
  "mcp_auth": "api key. The repo README lists an \"Offorte API Key (see Authentication Section of the Offorte API Docs)\"; the server runs locally with npx -y @offorte/mcp-server over stdio by default, with an SSE mode (\"Set to sse to enable Server-Sent Events (SSE) mode, or leave unset/default for stdio\").",
  "api_gate": "paid - the pricing page states \"A technical API is available with which programmers can control Offorte via code\" under the Premium plan (from EUR 49/month for 5 users, EUR 390/year), which also lists \"Create & send proposals via API\", webhooks and Zapier; the Standard plan (from EUR 12.50/month, 1 user) does not list API access.",
  "revops_role": "A proposal-and-signature step at the bottom of the funnel for small teams; the MCP lets an agent create, fill and send a proposal from CRM context without opening the app.",
  "tier": "RESEARCHED",
  "last_checked": "2026-09-07",
  "sources": "https://github.com/offorte/offorte-mcp-server, https://www.offorte.com/en/pricing, https://www.offorte.com/for-developers, https://www.offorte.com/en/blog/proposal-software/handsfree-proposal-sending-with-mcp",
  "notes": "This is a repo-local server: there is no vendor-hosted MCP endpoint to probe, so no initialize POST was made on 2026-09-07. The repository sits under the offorte GitHub organisation and is linked from the vendor's own developer page, which meets the first-party test. MIT licensed, 28 commits on main at the time of reading; the vendor's June 2025 blog post notes the server \"has only been tested with Claude Desktop\". Pricing is published in EUR with no USD list.",
  "mcp_status_bucket": "official",
  "api_gate_bucket": "paid",
  "mcp_urls": [
    "https://github.com/offorte/offorte-mcp-server",
    "https://www.offorte.com/for-developers",
    "https://www.offorte.com/en/blog/proposal-software/handsfree-proposal-sending-with-mcp"
  ],
  "source_urls": [
    "https://github.com/offorte/offorte-mcp-server",
    "https://www.offorte.com/en/pricing",
    "https://www.offorte.com/for-developers",
    "https://www.offorte.com/en/blog/proposal-software/handsfree-proposal-sending-with-mcp"
  ],
  "source_annotations": [],
  "vendor_domain": "offorte.com",
  "display_name": "Offorte",
  "docs_url": null,
  "jobs": [],
  "jobs_tagged_by": null,
  "jobs_tagged_on": null,
  "github_url": null,
  "github_stars": null,
  "github_last_commit": null,
  "github_archived": null,
  "github_fetched_on": null,
  "github_candidates": [
    "https://github.com/offorte/offorte-mcp-server",
    "https://github.com/offorte/offorte-mcp-server"
  ],
  "docs_digest": null,
  "docs_last_crawled": null,
  "submission": null,
  "mcp_tools": [
    {
      "name": "create_contact",
      "description": "Create a new contact (organisation or person/individual)",
      "required_params": [],
      "evidence": "source",
      "repo_party": "first-party",
      "source_party": null,
      "risk": "write"
    },
    {
      "name": "create_proposal",
      "description": "Create a new proposal",
      "required_params": [],
      "evidence": "source",
      "repo_party": "first-party",
      "source_party": null,
      "risk": "write"
    },
    {
      "name": "get_account_users",
      "description": "Lists all account users for the current account",
      "required_params": [],
      "evidence": "source",
      "repo_party": "first-party",
      "source_party": null,
      "risk": "read"
    },
    {
      "name": "get_automation_sets",
      "description": "Lists automation sets which are used as an optional input to create a new proposal",
      "required_params": [],
      "evidence": "source",
      "repo_party": "first-party",
      "source_party": null,
      "risk": "write"
    },
    {
      "name": "get_contact_details",
      "description": "Get all details for a contact by id",
      "required_params": [],
      "evidence": "source",
      "repo_party": "first-party",
      "source_party": null,
      "risk": "read"
    },
    {
      "name": "get_design_templates",
      "description": "Lists available design templates which are used to create new proposals",
      "required_params": [],
      "evidence": "source",
      "repo_party": "first-party",
      "source_party": null,
      "risk": "write"
    },
    {
      "name": "get_email_templates",
      "description": "Lists available email templates which are used to send proposals",
      "required_params": [],
      "evidence": "source",
      "repo_party": "first-party",
      "source_party": null,
      "risk": "write"
    },
    {
      "name": "get_initial_context",
      "description": "IMPORTANT: This tool must be called before using any other tools. It will get usage instructions & Offorte context for this MCP server.",
      "required_params": [],
      "evidence": "source",
      "repo_party": "first-party",
      "source_party": null,
      "risk": "read"
    },
    {
      "name": "get_proposal_directories",
      "description": "Get all proposal directories grouped by status (edit, open, won, lost, closed)",
      "required_params": [],
      "evidence": "source",
      "repo_party": "first-party",
      "source_party": null,
      "risk": "read"
    },
    {
      "name": "get_proposal_templates",
      "description": "Lists proposal templates which are used as starting points to create new proposals",
      "required_params": [],
      "evidence": "source",
      "repo_party": "first-party",
      "source_party": null,
      "risk": "write"
    },
    {
      "name": "get_text_templates",
      "description": "Lists available language text templates which are used to create new proposals",
      "required_params": [],
      "evidence": "source",
      "repo_party": "first-party",
      "source_party": null,
      "risk": "write"
    },
    {
      "name": "search_contact_organisations",
      "description": "Search for organisations by name in the contacts",
      "required_params": [],
      "evidence": "source",
      "repo_party": "first-party",
      "source_party": null,
      "risk": "read"
    },
    {
      "name": "search_contact_people",
      "description": "Search for people by name in the contacts",
      "required_params": [],
      "evidence": "source",
      "repo_party": "first-party",
      "source_party": null,
      "risk": "read"
    },
    {
      "name": "search_proposals",
      "description": "Search for proposals by query",
      "required_params": [],
      "evidence": "source",
      "repo_party": "first-party",
      "source_party": null,
      "risk": "read"
    },
    {
      "name": "send_proposal",
      "description": "Send a proposal to its assigned contacts",
      "required_params": [],
      "evidence": "source",
      "repo_party": "first-party",
      "source_party": null,
      "risk": "write"
    }
  ],
  "mcp_tool_count": 15,
  "mcp_tools_evidence": "source",
  "mcp_tools_repo": "offorte/offorte-mcp-server",
  "mcp_tools_repo_party": "first-party",
  "mcp_catalog_shape": "fixed",
  "mcp_catalog_note": null,
  "mcp_tools_fetched_on": "2026-09-27",
  "cli_status": "none-found",
  "cli_party": null,
  "cli_binary": null,
  "cli_install": [],
  "cli_login": null,
  "cli_commands_seen": [],
  "cli_docs_url": null,
  "cli_repo": null,
  "cli_packages": [],
  "cli_evidence": null,
  "cli_checked_on": "2026-09-27",
  "github_org": "offorte",
  "github_org_status": "resolved",
  "github_org_url": "https://github.com/offorte",
  "github_org_evidence": {
    "rule": "rule 1",
    "url": "https://github.com/offorte/offorte-mcp-server",
    "matched_domain": "offorte.com",
    "via": "website",
    "detail": "account website https://www.offorte.com has the vendor's domain",
    "confidence": "strong",
    "candidates_rejected": []
  },
  "github_org_repos": 2,
  "github_org_repos_mcp": 1,
  "github_org_repos_cli": 0,
  "github_org_latest_activity": "2026-09-04T11:03:48Z",
  "github_org_recent_repos": [
    {
      "name": "show-doc",
      "url": "https://github.com/offorte/show-doc",
      "kind": "docs-or-examples",
      "description": "Create compact, readable HTML artifacts with Offorte ShowDoc components and Markdown",
      "stars": 1,
      "pushed_at": "2026-09-04",
      "latest_release": "show-doc-v0.0.3"
    },
    {
      "name": "offorte-mcp-server",
      "url": "https://github.com/offorte/offorte-mcp-server",
      "kind": "mcp-server",
      "description": "MCP server for the Offorte API - Create & send proposals using AI",
      "stars": 5,
      "pushed_at": "2026-03-19",
      "latest_release": "v1.2.1"
    }
  ],
  "github_org_checked_on": "2026-09-08",
  "mcp_endpoint": null,
  "mcp_docs_url": null,
  "endpoint_status": "not-probed",
  "endpoint_http_status": null,
  "endpoint_last_probed": null,
  "endpoint_wall_note": null,
  "canonical": true,
  "canonical_id": "13-offorte",
  "also_listed_in": [],
  "source_file": "13-proposals-deals.md",
  "source_line": 281,
  "file_index": 14,
  "category_num": "13",
  "category_slug": "proposals-deals",
  "category_label": "Proposals & Deals",
  "heading": "Offorte",
  "missing_schema_fields": [],
  "extra_fields": {},
  "display_rank": 119
}