Bidsketch MCP server

Read Bidsketch clients, proposals, fees and templates; create and update clients, proposals, fees. Hosted by usefulapi — connect from Claude, ChatGPT, Cursor, or any MCP client.

Claude claude.ai · Desktop

  1. Open Customize → Connectors, then click + Add → Add custom connector.
  2. Enter the name Bidsketch and this URL, then click Add:
    https://bidsketch.usefulapi.io/mcp
  3. Claude opens the login page: enter your Bidsketch API token.
  4. In a chat, click + → Connectors and turn on Bidsketch.

Team and Enterprise: an Owner adds the connector for the organization first.

Claude Code

Run this command, then run /mcp in Claude Code to log in:

claude mcp add --transport http bidsketch https://bidsketch.usefulapi.io/mcp

Cursor

Add to Cursor or add this to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "bidsketch": {
      "url": "https://bidsketch.usefulapi.io/mcp"
    }
  }
}

VS Code

Add to VS Code or add this to .vscode/mcp.json:

{
  "servers": {
    "bidsketch": {
      "type": "http",
      "url": "https://bidsketch.usefulapi.io/mcp"
    }
  }
}

ChatGPT chatgpt.com

  1. Open Plugins, click +, then Add custom MCP server.
  2. Enter the name Bidsketch and this URL, choose OAuth as the authentication, confirm the warning and create it:
    https://bidsketch.usefulapi.io/mcp
  3. ChatGPT opens the login page: enter your Bidsketch API token.
  4. In Plugins, install Bidsketch, then choose it in a chat.

No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.

Codex

Run these commands. The second one opens the login page:

codex mcp add bidsketch --url https://bidsketch.usefulapi.io/mcp
codex mcp login bidsketch

Other MCP clients (Windsurf, Cline, Zed and more): add the URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser. Do not add an Authorization header: see Before you connect.

live33 toolsFree 50 tool calls / monthPro $9/mo · $90/yr

Before you connect

The login page asks for your Bidsketch API token.

Find it in Bidsketch → Account → API Tokens (only Admin users can create tokens). The token acts with full access to your Bidsketch account. Your token is used only to call the Bidsketch API on your behalf; it is never shown to anyone.

Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your Bidsketch API token. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

Example prompts

Turn on the Bidsketch connector, then ask in plain words. The AI picks the tools.

Tools 33

ToolTypeWhat it does
bidsketch_list_clientsread
List clients
List the clients (people or companies proposals are prepared for) with id, name, email and phone. GET /clients.json.
bidsketch_get_clientread
Get a client
Get one client with full contact details, address, notes and secondary contact. GET /clients/{id}.json.
bidsketch_list_client_proposalsread
List a client's proposals
List the proposals of one client with status (Pending, Viewed, Accepted, Declined) and draft flag. GET /clients/{id}/proposals.json.
bidsketch_create_clientwrite
Create a client
WRITE: create a client in Bidsketch. first_name, last_name and email are required (put a company name in `name`). Some Bidsketch plans cap the number of clients (HTTP 426 when reached). POST /clients.json.
bidsketch_update_clientwrite
Update a client
WRITE: change fields of an existing client; only the fields you pass are sent and overwrite the old values. PUT /clients/{id}.json.
bidsketch_list_proposalsread
List proposals
List all proposals with name, status (Pending, Viewed, Accepted, Declined), draft flag and dates. GET /proposals.json.
bidsketch_get_proposal_statsread
Get proposal stats
Proposal statistics for the account (the total number of proposals). GET /proposals/stats.json.
bidsketch_get_proposalread
Get a proposal
Get one proposal: status, client, currency, fee subtotals and total, tax/discount, settings and counts of its opening sections, fees and closing sections. GET /proposals/{id}.json.
bidsketch_get_proposal_contentread
Get a proposal's content
Get the full content of a proposal in order: opening sections, fees and closing sections. GET /proposals/{id}/content.json.
bidsketch_list_proposal_sectionsread
List a proposal's sections
List the text sections of one proposal (opening and closing). GET /proposals/{id}/sections.json.
bidsketch_get_proposal_sectionread
Get a proposal section
Get one section of a proposal with its HTML description. GET /proposals/{id}/sections/{section_id}.json.
bidsketch_list_proposal_feesread
List a proposal's fees
List the fee lines of one proposal with type, totals and the optional flag. GET /proposals/{id}/fees.json.
bidsketch_get_proposal_feeread
Get a proposal fee
Get one fee line of a proposal. GET /proposals/{id}/fees/{fee_id}.json.
bidsketch_create_proposalwrite
Create a proposal
WRITE: create a proposal for a client, optionally from a template (template_id from bidsketch_list_templates, which copies its sections and fees). The proposal is created as a draft; this tool does not send anything to the client. Some plans cap the number of proposals (HTTP 426). POST /proposals.json or POST /templates/{id}/proposals.json.
bidsketch_update_proposalwrite
Update a proposal
WRITE: change fields of a proposal; only the fields you pass are sent and overwrite the old values. PUT /proposals/{id}.json.
bidsketch_add_proposal_sectionwrite
Add a section to a proposal
WRITE: add a text section to a proposal, as an opening or closing section. POST /proposals/{id}/sections.json.
bidsketch_update_proposal_sectionwrite
Update a proposal section
WRITE: change a section of a proposal; only the fields you pass are sent and overwrite the old values. PUT /proposals/{id}/sections/{section_id}.json.
bidsketch_add_proposal_feewrite
Add a fee to a proposal
WRITE: add a fee line to a proposal; it changes the proposal's price. Fixed fees take amount as the total; hourly, monthly and yearly fees take amount per unit and a quantity. POST /proposals/{id}/fees.json.
bidsketch_update_proposal_feewrite
Update a proposal fee
WRITE: change a fee line of a proposal (changes its price); only the fields you pass are sent. PUT /proposals/{id}/fees/{fee_id}.json.
bidsketch_list_feesread
List saved fees
List the reusable fees saved on the account with category, type and total. GET /fees.json.
bidsketch_get_feeread
Get a saved fee
Get one saved fee with amount, quantity, unit and description. GET /fees/{id}.json.
bidsketch_create_feewrite
Create a saved fee
WRITE: save a reusable fee on the account (it is not added to any proposal). POST /fees.json.
bidsketch_update_feewrite
Update a saved fee
WRITE: change a saved fee; only the fields you pass are sent. Proposals that already use it keep their own copy. PUT /fees/{id}.json.
bidsketch_list_sectionsread
List saved sections
List the reusable content sections saved on the account with category and type (opening or closing). GET /sections.json.
bidsketch_get_sectionread
Get a saved section
Get one saved section with its HTML description. GET /sections/{id}.json.
bidsketch_create_sectionwrite
Create a saved section
WRITE: save a reusable content section on the account (it is not added to any proposal). POST /sections.json.
bidsketch_update_sectionwrite
Update a saved section
WRITE: change a saved section; only the fields you pass are sent. Proposals that already use it keep their own copy. PUT /sections/{id}.json.
bidsketch_list_templatesread
List proposal templates
List the proposal templates saved on the account. Use a template id with bidsketch_create_proposal. GET /templates.json.
bidsketch_get_templateread
Get a proposal template
Get one template with the saved sections and fees it is made of. GET /templates/{id}.json.
bidsketch_usage_statusmeta
Usage status (free-tier meter)
Report the caller's current usage: the plan, calls used this month, the limit of the plan (the free monthly cap or the Pro fair use limit), remaining, and whether the limit is reached. Read-only; does not count against the meter.
bidsketch_request_featuremeta
Request a missing feature
Tell usefulapi that the user needs something the Bidsketch tools cannot do yet (a missing tool, field or filter). Call it only when the user asks for something none of the tools can do, and tell the user that you send the request. Do not call it for errors or for normal requests. Do not include personal data, credentials or customer records. Stored with the product name and the client type (for example Claude or Cursor), without the user's account. At most 5 requests per day. Does not count against the meter.
bidsketch_upgrademeta
Upgrade to Pro (unlimited*)
Get Pro: unlimited tool calls (fair use limit: 10,000 a month) on Bidsketch (the free tier caps monthly usage). Plans: "monthly" — $9/month; "yearly" — $90/year (2 months free). Cancel any time: Pro then runs to the end of the paid period, so it also suits a one-time job. *A fair use limit applies. For heavy use (near Pro's limit): "plus" or "plus_yearly" — Pro+, $19/month or $190/year, unlimited tool calls (fair use limit: 100,000 a month); an existing Pro subscription changes to Pro+ in place (needs confirm: true; the price difference for the rest of the period is charged at once). Otherwise returns a short link to open in your browser (it opens Stripe Checkout); after payment the account upgrades automatically. Does not count against the meter.
bidsketch_cancel_subscriptionmeta
Cancel the Pro subscription
Cancel the caller's Bidsketch Pro subscription at the end of the paid period (no refund for the current period; Pro continues until then, then the free tier applies). Requires confirm: true. Run bidsketch_upgrade later to undo the cancel before the period ends. Does not count against the meter.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Proper user$9/mo · $90/yrUnlimited*

*Pro fair use limit: 10,000 tool calls a month on this server. For more, write to [email protected].

Pro covers this Bidsketch server only. Subscribe with bidsketch_upgrade (it returns a Stripe Checkout link). Cancel any time with bidsketch_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running bidsketch_upgrade before then undoes the cancel. Or write to [email protected].

FAQ

Is this an official Bidsketch product?

No. usefulapi is an independent service. It is not affiliated with or endorsed by Bidsketch. The server calls the Bidsketch API with your own Bidsketch access, so it sees only the data that your account can see.

Can I connect Bidsketch to Claude or ChatGPT?

Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.

What do I need to connect?

The login page asks for your Bidsketch API token. See Before you connect for where to find it.

Do I put my Bidsketch key or an Authorization header in the client config?

No. Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your Bidsketch API token. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

How do you keep my Bidsketch credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Bidsketch API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. To stop all access, remove the connector and change or delete these credentials in Bidsketch.

Can the AI change my Bidsketch data?

Yes, if you approve it. 12 of the 29 Bidsketch tools can create or change data. The other 17 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.

What does it cost?

The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with unlimited tool calls (fair use limit: 10,000 tool calls a month), for this Bidsketch server only. Cancel any time: Pro then runs to the end of the paid period. Run bidsketch_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run bidsketch_upgrade: it returns a Stripe Checkout link. To cancel, run bidsketch_cancel_subscription. Pro continues to the end of the paid period.

What if a Bidsketch tool that I need is missing?

Tell the AI what you wanted to do. It can send the request with bidsketch_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.

Which AI clients can I use?

Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.

This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.

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