Bidsketch

Bidsketch MCP integration

Pulls proposal history and content, drafts new proposals from saved sections and fees, and keeps quotes and pricing current without an agent opening the account.

Connect BidsketchSee all integrations

38actions available

Three actions you can hand over today

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

  • Create proposal

    Lyro creates a new proposal in Bidsketch. Customers receive proposals without waiting for manual sales team intervention.

  • Update proposal

    Lyro updates a proposal's details. Changes take effect immediately without requiring the sales team to re-export or resend.

  • Get client proposals

    Lyro lists all proposals for a specific client. Agents see the client's proposal history and status at a glance.

See all 38 actions

How businesses use Bidsketch + Lyro

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

  • Answer proposal status questions from the live document

    Lyro lists the proposals filed under a client, opens the one they are asking about, and reads its sections and fee lines, so a prospect chasing a quote hears what the document actually says.

    Get Client ProposalsGet ProposalGet Proposal Content

  • Draft a proposal from the account's saved building blocks

    Lyro opens a proposal for the client, pulls in an opening section from the blocks already saved, and adds the fee lines, so a draft is waiting for a human to review rather than being started from scratch.

    Create ProposalCreate Proposal SectionCreate Proposal Fee

  • Keep fees and sections consistent across proposals

    When a rate or a boilerplate clause changes, Lyro updates the saved fee and section on the account and applies the revision to the proposals still in play.

    Update FeeUpdate SectionUpdate Proposal Fee

  • Get told when a proposal is viewed or accepted

    Lyro registers a Bidsketch webhook for the proposal events your team cares about and removes it when the workflow retires, so signed and declined proposals reach the right people without polling.

    Create WebhookDelete WebhookGet Proposal Stats

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 Bidsketch actions it has and picks the ones a request needs.

  1. 01

    Connect Bidsketch

    Authorize the Bidsketch 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 Bidsketch 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
Bidsketch · Lyro

Everything else about Bidsketch

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

  • They go with it. Delete Client removes the client and all of their proposals in one call, with no soft-delete stage in between, so Lyro is set up to confirm the record with a person before running it rather than acting on an ambiguous request.

Every action available in Bidsketch

All 38 actions your agent can call on Bidsketch, straight from the live MCP connection.

  • Create client

    Create a client.

  • Create proposal

    Create a new proposal.

  • Delete client

    Delete a client and all their proposals.

  • Delete fee

    Delete a fee.

  • Delete proposal

    Delete a proposal and all its content.

  • Delete proposal fee

    Delete a proposal fee.

  • Delete proposal section

    Delete a proposal section.

  • Delete section

    Delete a section.

  • Delete webhook

    Permanently delete a webhook subscription by ID.

  • Get client

    Get a client by ID.

  • Get client proposals

    List proposals for a specific client.

  • Get clients

    Retrieve all clients.

  • Get fee

    Get a single fee.

  • Get fees

    List all the fees for the account.

  • Get proposal

    Get a proposal by ID.

  • Get proposal content

    Get a proposal with all its content (sections and fees).

  • Get proposal fee

    Get a single fee item for a proposal.

  • Get proposal fees

    List all fees for a proposal.

  • Get proposals

    Retrieve all proposals for the account.

  • Get proposal section

    Fetch a single proposal section.

  • Get proposal sections

    Get all sections for a proposal.

  • Get proposal stats

    Get proposal statistics for your Bidsketch account.

  • Get section

    Fetch a section by ID.

  • Get sections

    Retrieves all reusable proposal sections saved to your Bidsketch account.

  • Get templates

    Retrieves all proposal templates saved in the account.

  • List proposal closing sections

    Get a collection of closing sections for a proposal.

  • List proposal opening sections

    Get a collection of opening sections for a proposal.

  • Create fee

    Create a fee.

  • Create proposal fee

    Create a proposal fee.

  • Create proposal section

    Create a proposal section.

The tools Bidsketch sits next to

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

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Ready to connect Bidsketch?

Authorize the account and your agent has all 38 actions from the first conversation.

Connect BidsketchTalk to sales
Support agent working at a laptop next to the Lyro mascot