Offorte MCP Server Integration

What does “Offorte” MCP Server do?

The Offorte MCP Server acts as an integration bridge between AI assistants and the Offorte proposal platform. It allows external AI models and tools to create and send proposals through Offorte using the Model Context Protocol (MCP). The server exposes a set of tools that enable AI-driven automation of proposal creation, contact management, and workflow integration. By connecting to Offorte’s API, this MCP server empowers developers and AI agents to automate business proposal workflows, streamline client communications, and trigger proposal actions programmatically. This is especially valuable in environments aiming to enhance productivity with AI, voice interfaces, and autonomous agents.

List of Prompts

No explicit prompt templates are mentioned in the repository or documentation.

List of Resources

No explicit MCP resources are described in the repository or documentation.

List of Tools

• get_initial_context
  Must be called before using any other tools to initialize context and get usage instructions.

• get_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.

• create_contact
  Create a new contact (organisation or person/individual).

• get_contact_details
  Get all details for a contact by ID.

• search_contact_organisations
  Search for organisations by name in the contacts.

• search_contact_people
  Search for people by name in the contacts.

• get_proposal_templates
  Lists proposal templates which are used as starting points to create new proposals.

Use Cases of this MCP Server

• Automated Proposal Creation
  AI agents can automatically generate and send proposals using Offorte, streamlining sales and business development workflows.

• Contact Management
  Easily create new contacts, search for organisations or individuals, and retrieve contact details for personalized communication.

• Workflow Integration
  Integrate proposal actions into automated workflows, enabling processes like triggering proposals based on CRM or voice input events.

• Template-Based Proposals
  Retrieve and use proposal templates for standardized, efficient proposal generation, ensuring consistency and branding.

How to set it up

Windsurf

1. Ensure Node.js (20.x.x) is installed and obtain an Offorte API Key.
2. Locate your Windsurf configuration file.
3. Add the Offorte MCP Server to the mcpServers section:

   {
     "mcpServers": {
       "offorte": {
         "command": "npx",
         "args": ["@offorte/mcp-server@latest"]
       }
     }
   }
   

4. Save and restart Windsurf.
5. Verify the setup by checking for Offorte tools in the MCP client interface.

Securing API Keys

Set your Offorte API key using environment variables:

{
  "env": {
    "OFFORTE_API_KEY": "<your-api-key>"
  },
  "inputs": {}
}

Claude

1. Install Node.js (20.x.x) and obtain an Offorte API Key.
2. Edit Claude’s MCP configuration file.
3. Add the Offorte MCP Server:

   {
     "mcpServers": {
       "offorte": {
         "command": "npx",
         "args": ["@offorte/mcp-server@latest"]
       }
     }
   }
   

4. Save and restart Claude.
5. Confirm the MCP server is running and accessible.

Securing API Keys

{
  "env": {
    "OFFORTE_API_KEY": "<your-api-key>"
  },
  "inputs": {}
}

Cursor

1. Make sure Node.js (20.x.x) is installed and obtain your Offorte API Key.
2. Open Cursor’s configuration file for MCP servers.
3. Add the Offorte MCP Server:

   {
     "mcpServers": {
       "offorte": {
         "command": "npx",
         "args": ["@offorte/mcp-server@latest"]
       }
     }
   }
   

4. Save changes and restart Cursor.
5. Check the MCP tool list for Offorte integration.

Securing API Keys

{
  "env": {
    "OFFORTE_API_KEY": "<your-api-key>"
  },
  "inputs": {}
}

Cline

1. Ensure Node.js (20.x.x) is available and get your Offorte API Key.
2. Find Cline’s MCP server configuration file.
3. Insert the Offorte MCP Server configuration:

   {
     "mcpServers": {
       "offorte": {
         "command": "npx",
         "args": ["@offorte/mcp-server@latest"]
       }
     }
   }
   

4. Save and restart Cline.
5. Validate that the Offorte tools are available in the Cline interface.

Securing API Keys

{
  "env": {
    "OFFORTE_API_KEY": "<your-api-key>"
  },
  "inputs": {}
}

How to use this MCP inside flows

Using MCP in FlowHunt

To integrate MCP servers into your FlowHunt workflow, start by adding the MCP component to your flow and connecting it to your AI agent:

Click on the MCP component to open the configuration panel. In the system MCP configuration section, insert your MCP server details using this JSON format:

{
  "offorte": {
    "transport": "streamable_http",
    "url": "https://yourmcpserver.example/pathtothemcp/url"
  }
}

Once configured, the AI agent is now able to use this MCP as a tool with access to all its functions and capabilities. Remember to change “offorte” to whatever the actual name of your MCP server is and replace the URL with your own MCP server URL.

Overview

Based on the above, the Offorte MCP Server provides a focused set of tools for proposal automation but lacks advanced MCP features like prompt templates, resources, and sampling. It is suitable for teams wanting to automate Offorte workflows with AI, but may not be ideal for complex prompt or resource-driven use cases.

MCP Score

Rating: 5/10

The Offorte MCP Server is functional and provides essential proposal automation tools with clear setup instructions and API key security. However, it lacks advanced MCP features such as prompt templates, explicit resources, and sampling support, making it a basic but practical integration for Offorte workflows.