Connect Nusii proposals to your AI agent
Proposal software that both you and your clients will love. Stop fighting with Word, InDesign and PDF's. Create beautiful proposals in less time, every time with Nusii.
We set up the connection using your own Nusii proposals 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 Nusii proposals
Each one is a real action the agent can take on its own, the same things a person clicking around Nusii proposals could do. Read-only by default; write actions are confirmed against your policy.
- Archive Proposal Tool to archive a specific proposal in Nusii. Use when you need to archive a proposal that is no longer active.
- Create Client Tool to create a new client in Nusii Proposals. Use when you need to add a client with their contact and business details. Returns the created client's information including unique identifier.
- Create Line Item Tool to create a line item within a proposal section. Use when you need to add a cost item to a specific section of a proposal.
- Create Proposal Tool to create a new proposal in Nusii. Use when you need to initialize a proposal with title, client information, and optional configuration settings.
- Create Section Tool to create a section for a proposal or template in Nusii Proposals. Use when you need to add a new section to a proposal or template.
- Create Webhook Endpoint Tool to create a webhook endpoint to subscribe to Nusii events. Use when you need to register a new webhook for receiving event notifications.
- Delete a client Tool to delete a specific client from Nusii account. Use when you need to permanently remove a client record.
- Delete Line Item Tool to delete a line item from Nusii. Use when you need to remove a specific line item by its ID.
- Delete a proposal Tool to delete a proposal from the system. Use when you need to permanently remove a proposal by its ID.
- Delete a section Tool to delete a specific section from Nusii. Use when you need to remove a section from a proposal. Returns the deleted section data for confirmation purposes.
- Delete Webhook Endpoint Tool to delete a specific webhook endpoint from the system. Use when you need to remove a webhook endpoint.
- Get Account Me Tool to retrieve authenticated user's personal account information and settings. Use to get current account details including company info, currency, locale, and contact information.
- Get Client Tool to retrieve a single client from Nusii using their unique identifier. Use when you need to fetch detailed information about a specific client including contact details, business information, and preferences.
- Get Proposal Tool to retrieve a single proposal with complete details and sections. Use when you need to fetch detailed information about a specific proposal.
- Get Section Tool to retrieve a single section from a proposal or template in Nusii. Use when you need detailed information about a specific section including title, content, pricing, and metadata.
- Get Webhook Endpoint Tool to retrieve a single webhook endpoint configuration. Use when you need to get details about a specific webhook endpoint including its target URL and subscribed events.
- List Clients Tool to retrieve all clients associated with the account. Use when you need to list or browse clients with pagination support.
- List Line Items Tool to retrieve all line items from Nusii Proposals with pagination support. Use when you need to list or browse line items in proposals.
- List Proposal Activities Tool to retrieve all proposal activities with optional filtering by proposal or client ID. Use when you need to track interactions with proposals such as views, sends, or acceptances. Supports pagination via page and pe…
- List Proposals Tool to retrieve all proposals from your Nusii account with pagination and filtering options. Use when you need to browse proposals or filter by status.
- List Section Line Items Tool to retrieve all line items from a specific section. Use when you need to get details about line items including pricing, quantities, and cost types within a section. Note: This endpoint does not support pagination.
- List Sections Tool to retrieve all sections with optional filtering for proposals or templates. Use when you need to list sections or filter by proposal_id or template_id.
- List Themes Tool to retrieve all available themes for proposals in Nusii. Use when you need to browse available theme options or select a theme for a proposal.
- List Users Tool to retrieve all users in paginated format. Use when you need to list users in the Nusii system. Supports pagination via page and per parameters.
- List Webhook Endpoints Tool to retrieve all webhook endpoints configured for your Nusii account. Use when you need to view all configured webhook subscriptions. Supports pagination via page and per parameters.
- Update Client Tool to update an existing client's information in Nusii. Use when you need to modify client details such as contact information, business details, or preferences.
- Update Line Item Tool to update an existing line item in Nusii proposals. Use when modifying line item details such as name, amount, cost type, or position. All update parameters are optional - only include the fields you want to change.
- Update Proposal Tool to update an existing proposal in Nusii. Use when you need to modify proposal details like title, client, expiration date, or display settings.
- Update Section Tool to update an existing section in a proposal or template. Use when you need to modify section content, settings, or display properties.
Setup
How we connect it
- 1
Connect your account
You create a key in Nusii proposals, 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
Nusii proposals 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 Nusii proposals'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 Nusii proposals 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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