get_initial_context is a precondition the server declares for itself, and after it the path is fixed — find the contact, list the design, text, proposal and email templates, then call create_proposal with those ids and send_proposal to deliver. Nothing in this surface writes proposal body copy directly; the document's shape comes from templates you already maintain in Offorte, which keeps output consistent with house style and means the server cannot produce a proposal that has no corresponding template behind it.
The official Offorte server over an Offorte account, exposing contact search and creation, template and automation-set listings, proposal creation and sending, and a pipeline view of proposals by status.
- get_initial_context returns usage instructions and account context, and its description states it must be called before any other tool.
- Contact handling: search_contact_people and search_contact_organisations look people and organisations up by name, get_contact_details returns everything held against a contact_id, and create_contact adds an organisation or an individual with street, zipcode, city, state, country, email, phone, mobile, vat_number, coc_number, salutation, tags and linkedin, twitter, facebook and instagram handles.
- The template inventory that composition depends on: get_proposal_templates, get_design_templates, get_text_templates, get_email_templates and get_automation_sets each return the ids that create_proposal and send_proposal accept as input.
- create_proposal builds a proposal from contact_id, contact_people, account_user_id, proposal_template_id, design_template_id, text_template_id and custom_fields, with get_account_users supplying the account_user_id.
- send_proposal delivers a proposal to its assigned contacts, taking send_method, send_message or send_message_id, and password_reset.
- Pipeline visibility: get_proposal_directories returns proposal directories grouped by status — edit, open, won, lost and closed — and search_proposals finds proposals by query.
An Offorte account, named in OFFORTE_ACCOUNT_NAME, and an API key for that account as OFFORTE_API_KEY.
One command plus a key — npx -y @offorte/mcp-server, then supply credentials