offorte

The Offorte MCP Server acts as a bridge between AI agents and Offorte's proposal engine, enabling external models and tools to create and send proposals via the Offorte API. It exposes a suite of MCP-compatible commands under the available Tools section, including creating contacts, retrieving templates, assembling proposals, and finally sending them to the assigned recipients. This setup is designed for automation workflows, chat interfaces, and autonomous systems, allowing you to orchestrate proposal actions from your AI tooling while Offorte handles the underlying business logic and delivery.

To use it, connect your MCP client (for example Claude Desktop or any other MCP client) to the Offorte MCP Server by configuring the server in your client’s MCP configuration. You’ll typically provide your Offorte account credentials and the server URL. From there, you can call tools like get_users, create_contact, get_proposal_templates, create_proposal, and send_proposal in the sequence required by your automation workflow. Remember to initialize context first with get_initial_context to receive usage instructions and current capabilities before proceeding with other actions.

Prerequisites

• Node.js 20.x.x
• PNPM (for development and optional local builds)
• Offorte API Key (for authentication with Offorte API)
• Optional: TRANSPORT_TYPE environment variable to enable SSE mode (set to sse) or leave unset for stdio

Installation steps

1. Clone the repository

git clone https://github.com/offorte/offorte-mcp-server.git
cd offorte-mcp-server

2. Install dependencies

pnpm install

3. Configure your environment

• Create or update an environment file or set env vars in your runtime environment:

OFFORTE_ACCOUNT_NAME=<YOUR_ACCOUNT_NAME>
OFFORTE_API_KEY=<YOUR_API_KEY>
TRANSPORT_TYPE=sse  # optional, only if you want SSE

4. Run the development server

pnpm dev

5. For production, build and start

pnpm build
pnpm start

6. If you prefer a direct Node run (pre-built dist):

pnpm install
node dist/server.js

Notes:

• The MCP server requires an Offorte API key and account name to authenticate with the Offorte API.
• If you enable SSE via TRANSPORT_TYPE=sse, your client will receive streaming updates; otherwise, the server uses stdio for communication.
• The recommended MCP server name in configurations is offorte-proposals to reflect its purpose.
• The project currently focuses on creating and sending proposals; other modification operations (update/delete) are not yet implemented.
• The available Tools section shows the actions you can perform; initialize with get_initial_context before issuing other calls to learn usage instructions.
• For local development, pnpm is assumed; you can adapt to npm/yarn as needed, but commands in the repository focus on pnpm.