Connect Bidsketch to your AI agent
Bidsketch is a proposal software that helps businesses create professional proposals quickly and efficiently.
We set up the connection using your own Bidsketch account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.
Actions
What your agent can do in Bidsketch
Each one is a real action the agent can take on its own, the same things a person clicking around Bidsketch could do. Read-only by default; write actions are confirmed against your policy.
- Create Client Tool to create a client. Use when adding a new client record to Bidsketch.
- Create Proposal Tool to create a new proposal. Use when you need to create a proposal for a client with a name, description, and other details.
- Delete Client Tool to delete a client and all their proposals. Use when you want to permanently remove a client and its associated proposals from your account.
- Delete Fee Tool to delete a fee. Use when a saved fee is no longer needed. Use after confirming this fee isn't referenced in any live proposals.
- Delete Proposal Tool to delete a proposal and all its content. Use after confirming the proposal ID to prevent accidental deletions.
- Delete Proposal Fee Tool to delete a proposal fee. Use when you need to remove an existing fee before finalizing or sending a proposal.
- Delete Proposal Section Tool to delete a proposal section. Use when you need to remove a section from a proposal after verifying its ID.
- Delete Section Tool to delete a section. Use when you need to permanently remove a saved section after confirming its ID.
- Delete Webhook Permanently delete a webhook subscription by ID. This removes the webhook and stops all future event notifications to its endpoint. Use this tool when you no longer need to receive events at a specific webhook URL, or w…
- Get Client Tool to get a client by ID. Use when you need detailed client info after obtaining its ID.
- Get Client Proposals Tool to list proposals for a specific client. Use after confirming the client ID exists.
- Get Clients Tool to retrieve all clients. Use when you need to list all clients on the account.
- Get Fee Tool to get a single fee. Use when you need detailed information about a fee by its ID after confirming its existence.
- Get Fees Tool to list all the fees for the account. Use when you need to fetch every saved fee.
- Get Proposal Tool to get a proposal by ID. Use when you need detailed information for a specific proposal after obtaining its ID.
- Get Proposal Content Tool to get a proposal with all its content (sections and fees). Use when you need a full proposal in one call.
- Get Proposal Fee Tool to get a single fee item for a proposal. Use when you need detailed information about a specific fee before updating or displaying it.
- Get Proposal Fees Tool to list all fees for a proposal. Use after confirming the proposal ID exists; supports pagination.
- Get Proposals Tool to retrieve all proposals for the account. Use when you need an overview of existing proposals.
- Get Proposal Section Tool to fetch a single proposal section. Use when you need detailed information for a section after listing proposal sections.
- Get Proposal Sections Tool to get all sections for a proposal. Use when you need to list opening or closing sections by proposal ID.
- Get Proposal Stats Get proposal statistics for your Bidsketch account. This endpoint retrieves the total count of proposals in your account, including all proposals regardless of their status (draft, sent, won, lost, or archived). Use thi…
- Get Section Tool to fetch a section by ID. Use when you need detailed section information after confirming its ID.
- Get Sections Retrieves all reusable proposal sections saved to your Bidsketch account. Sections are text blocks that can be included in proposals, categorized as 'opening' (appear at the start) or 'closing' (appear at the end). Use…
- Get Templates Retrieves all proposal templates saved in the account. Templates contain predefined sections, fees, and structure that can be used to create new proposals. Use this action to discover available templates before creating…
- List Proposal Closing Sections Tool to get a collection of closing sections for a proposal. Closing sections appear at the end of the proposal. Use when you need to retrieve all closing sections for a specific proposal.
- List Proposal Opening Sections Tool to get a collection of opening sections for a proposal. Opening sections appear first in the proposal. Use when you need to retrieve all opening sections for a specific proposal.
- Create Fee Tool to create a fee. Use when you need to add a reusable fee to the account before adding it to a proposal. Ensure required fields are set (e.g., unit for custom fees).
- Create Proposal Fee Tool to create a proposal fee. Use after confirming the proposal exists to add a cost line item; require unit when feetype is custom.
- Create Proposal Section Tool to create a proposal section. Use after confirming a proposal exists to add a new opening or closing section.
- Create Section Tool to create a section. Use when you need to add a new section to your account before including it in proposals.
- Create Webhook Create a webhook subscription in Bidsketch to receive real-time notifications when specific events occur. Webhooks enable your application to receive immediate notifications when events happen in Bidsketch, such as when…
- Update Client Tool to update a client. Use when you need to modify existing client records with new data.
- Update Fee Tool to update a fee. Use when you need to modify existing fee records with new data after verifying current values.
- Update Proposal Tool to update a specific proposal's details. Use after retrieving a proposal to apply changes.
- Update Proposal Fee Tool to update a proposal fee. Use when modifying specific properties of an existing fee within a proposal after verifying its existence.
- Update Proposal Section Tool to update a proposal section. Use when you need to modify the name or content of an existing section after verifying its existence.
- Update Section Tool to update a section. Use when you need to modify an existing section after confirming its ID.
Setup
How we connect it
- 1
Connect your account
You create a key in Bidsketch, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.
- 2
Set the guardrails
Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.
- 3
We keep it running
Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.
FAQ
Bidsketch questions, answered.
With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Bidsketch's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.
Ready to put Bidsketch to work?
Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.
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