# Offorte
ID: 13-offorte
Page: https://gtmmcps.com/tools/13-offorte
JSON: https://gtmmcps.com/data/tools/13-offorte.json
Documentation references: https://gtmmcps.com/docs/13-offorte/
Category: Proposals & Deals
MCP support: official
Testing: RESEARCHED
API access: paid
Last checked: 2026-09-07
Endpoint check: not-probed; date: Not recorded

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.

## MCP links
- 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

## 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

## Research 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.

## Named capabilities
Tool names below are reported by sources. Their presence is not a successful call.
- create_contact: Create a new contact (organisation or person/individual); evidence: source; party: first-party
- create_proposal: Create a new proposal; evidence: source; party: first-party
- get_account_users: Lists all account users for the current account; evidence: source; party: first-party
- get_automation_sets: Lists automation sets which are used as an optional input to create a new proposal; evidence: source; party: first-party
- get_contact_details: Get all details for a contact by id; evidence: source; party: first-party
- get_design_templates: Lists available design templates which are used to create new proposals; evidence: source; party: first-party
- get_email_templates: Lists available email templates which are used to send proposals; evidence: source; party: first-party
- 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.; evidence: source; party: first-party
- get_proposal_directories: Get all proposal directories grouped by status (edit, open, won, lost, closed); evidence: source; party: first-party
- get_proposal_templates: Lists proposal templates which are used as starting points to create new proposals; evidence: source; party: first-party
- get_text_templates: Lists available language text templates which are used to create new proposals; evidence: source; party: first-party
- search_contact_organisations: Search for organisations by name in the contacts; evidence: source; party: first-party
- search_contact_people: Search for people by name in the contacts; evidence: source; party: first-party
- search_proposals: Search for proposals by query; evidence: source; party: first-party
- send_proposal: Send a proposal to its assigned contacts; evidence: source; party: first-party

## CLI evidence
Status: none-found

Read current vendor documentation before configuring or running commands.