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.
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.
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 ContentDraft 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 FeeKeep 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 FeeGet 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.
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.
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.
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
What can you do in Bidsketch without me setting anything up?
These, right away:
- Create client
- Get client
- Delete client
Great, let's start with the first one.
FAQ
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.
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Ready to connect Bidsketch?
Authorize the account and your agent has all 38 actions from the first conversation.