Better proposals

Better proposals MCP integration

Reports which proposals are opened, signed, or paid, reads templates, merge tags, and brand defaults, and creates companies, document types, and covers.

Connect Better proposalsSee all integrations

23actions available

Three actions you can hand over today

Every action runs live through MCP. Nothing to build, nothing to maintain.

  • Create company

    Lyro adds a new company to your proposal system. Sales agents immediately begin building proposals for incoming prospects.

  • Create proposal cover

    Lyro generates a custom proposal cover for a project. Teams establish professional branding across all customer proposals.

  • Get quote

    Lyro retrieves the details of a specific quote. Agents quickly verify pricing before sharing with the customer.

See all 23 actions

How businesses use Better proposals + Lyro

Each card is one request a support team gets, and the Better proposals actions Lyro runs to close it.

  • Report where the proposal pipeline actually stands

    Lyro reads the sent, opened, and signed lists separately, so a document that went out a week ago and has never been opened shows up as a gap rather than waiting for someone to notice.

    Get Sent ProposalsGet Opened ProposalsGet Signed Proposals

  • Answer what has closed and what it was worth

    Lyro pulls the paid proposals, the quotes behind them, and the total document count, so a question about the month's closed business is answered from the live record instead of a stale sheet.

    Get Paid ProposalsGet All QuotesGet Proposal Count

  • Find the right template before writing anything

    Lyro lists the templates on the account, opens the one that fits, and returns the custom merge tags available, so a writer knows which fields the document can personalise before drafting around them.

    Get All TemplatesGet Template DetailsList Merge Tags

  • Prepare the scaffolding for a new proposal

    Lyro creates the company record the document will be addressed to, registers the document type it belongs to, and adds the cover design, so the pieces are in place before anyone starts writing.

    Create CompanyCreate Document TypeCreate Proposal Cover

How it works

Get started in 3 steps

Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Better proposals actions it has and picks the ones a request needs.

  1. 01

    Connect Better proposals

    Authorize the Better proposals account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.

  2. 02

    Tell your agent what you need

    Describe the job the way you would hand it to a teammate. Lyro maps it to the Better proposals actions that close it and chains as many as the request needs.

  3. 03

    Watch it work

    The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.

    Get started free
Better proposals · Lyro

Everything else about Better proposals

Setup, permissions, and the limits of what Lyro can do inside Better proposals.

  • Not through this toolkit. Every proposal action here is a read, from Get All Proposals to Get Signed Proposals, and nothing drafts, sends, or changes a document's status. What it does cover is the surrounding setup - Create Company, Create Document Type, and Create Proposal Cover - plus the template and merge tag lookups a writer needs before starting.

Every action available in Better proposals

All 23 actions your agent can call on Better proposals, straight from the live MCP connection.

  • Create company

    Create a new company.

  • Create document type

    Create a new document type.

  • Create proposal cover

    Create a new proposal cover design.

  • Get all companies

    Retrieve a paginated list of all companies.

  • Get all currencies

    Retrieve a paginated list of all currencies.

  • Get all document types

    Retrieve a paginated list of all document types.

  • Get all proposals

    Retrieve a paginated list of all proposals.

  • Get all quotes

    Retrieve a paginated list of all quotes.

  • Get all templates

    Retrieve a paginated list of all templates.

  • Get brand settings

    Retrieve settings for the default brand.

  • Get company

    Retrieve details of a specific company.

  • Get currency

    Retrieve details of a specific currency.

  • Get new proposals

    Retrieve all new proposals.

  • Get opened proposals

    Retrieve all opened proposals.

  • Get paid proposals

    Retrieve all paid proposals.

  • Get proposal

    Retrieve details of a specific proposal by ID.

  • Get proposal count

    Retrieve the total count of proposals.

  • Get quote

    Retrieve details of a specific quote.

  • Get sent proposals

    Retrieve all sent proposals.

  • Get settings

    Retrieve current account settings.

  • Get signed proposals

    Retrieve all signed proposals.

  • Get template details

    Retrieve details of a specific template.

  • List merge tags

    Retrieve custom merge tags with pagination support.

The tools Better proposals sits next to

Same connection, same setup. Pick the next one your team already uses.

Browse every integration

Ready to connect Better proposals?

Authorize the account and your agent has all 23 actions from the first conversation.

Connect Better proposalsTalk to sales
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