Use Better Proposals from Claude
Add the Better Proposals connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorBetter Proposals
Better Proposals integration for Claude and Codex
Create a Better Proposals connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
Use Better Proposals from Codex
Add the Better Proposals connection to a Space that runs Codex, then use it from every channel in that Space.
Use Better Proposals from Sidekick
Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.
Finance & Accounting
What the Better Proposals connector can do
Better Proposals is a web-based proposal creation tool that enables users to send professionally designed proposals.
One connection, many Spaces
Connect Better Proposals once, then decide which Spaces can use it in threads, skills, automations, and coding work.
Representative actions
- Create Company
Tool to create a new company. Use after confirming the company does not already exist.
- Create Document Type
Tool to create a new document type. Use after confirming the desired type name does not already exist.
- Create Proposal Cover
Tool to create a new proposal cover design. Use when you need a custom cover design before sending out a proposal. Use after finalizing cover settings.
- Get All Companies
Tool to retrieve a paginated list of all companies. Use when listing available companies for display or selection.
- Get All Currencies
Tool to retrieve a paginated list of all currencies. Use when listing available currency options before selection.
Connection
API and auth details
Better Proposals provides an API for proposal-document automation, including creating proposals from templates, assigning companies, covers, brands, currencies, taxes, contacts, signatures, merge tags, and document types, with Bptoken header authentication and workflow support for generating online proposals from external systems.
- Source
- Type catalog metadata
- Auth schemes
- API key
- Official site
- https://betterproposals.io/
FAQ
Questions people ask before connecting Better Proposals
Can Claude use Better Proposals?
Yes. Add a Better Proposals connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.
Can Codex work with Better Proposals through Type?
Yes. Add a Better Proposals connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.
Is this the same as a Better Proposals MCP server?
Not exactly. Type uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
More finance & accounting connectors
NetSuite by Oracle is a cloud-based ERP suite that combines accounting, CRM, e-commerce, and inventory management for comprehensive business oversight
Zoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations within the Zoho ecosystem
Zoho Inventory helps businesses track stock, manage orders, and sync inventory across multiple sales channels, streamlining supply chain operations
FreshBooks is a cloud-based accounting software service designed for small and medium-sized businesses, offering features like invoicing, expense tracking, and time management.