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.com provides the conversations, permissions, connections, skills, and automations.
Finance & Accounting
What the Better Proposals connector can do
Better Proposals builds and sends professional sales proposals online, tracking views and signatures. A sales Space in type.com can ask Claude to set up a new client company record, design a proposal cover before a big pitch, or check which currencies are available before quoting an international deal.
One connection, many Spaces
Connect Better Proposals once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with Better Proposals in type.com
Set up a new client before a pitch
Create a company record in Better Proposals once a deal is confirmed, so the next step is sending the proposal itself.
Create a Better Proposals company record for Acme Manufacturing before I draft their contract.
Design a cover for a big pitch
Create a custom proposal cover to match a client's branding before finalizing and sending a proposal.
Create a new Better Proposals cover design for our enterprise tier pitch deck.
Confirm currency options before quoting
Check the list of supported currencies before quoting an international client in their local currency.
Get the list of available currencies in Better Proposals before I quote this UK client.
Representative actions
- Create Company
Creates a new company record after confirming it doesn't already exist.
- Create Document Type
Creates a new document type category for organizing proposals.
- Create Proposal Cover
Creates a custom cover design for use on a proposal.
- Get All Companies
Returns a paginated list of all companies in the account.
- Get All Currencies
Returns a paginated list of currency options available for proposals.
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.com catalog metadata
- Auth schemes
- API key
- Official site
- https://betterproposals.io/
FAQ
Questions people ask before connecting Better Proposals
Can Claude manage Better Proposals companies and covers?
Yes. Once a Better Proposals connection is shared with a Space, the agent can create companies, document types, and covers, and list currencies from a thread.
How do I authenticate Better Proposals in type.com?
Better Proposals uses an API key. An admin adds it once when creating the connection, then controls which Spaces can use it.
Can type.com prep proposal setup steps automatically?
Yes. An automation can create the company record and cover for a newly closed deal stage, so the proposal is ready to draft.
Is this the same as a Better Proposals MCP server?
Not exactly. type.com 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
All Finance & Accounting integrationsConnect Erpnext to Claude in type.com to create documents, apply workflow actions, add comments or tags, and cancel records from a thread.
Connect Finmei to Claude in type.com to create invoices, log expenses with receipts, and clean up old records from a shared thread.
Connect Freeagent to Claude in type.com to pull cashflow summaries, log journal entries, and track project tasks from one shared thread.
Connect Moneybird to Claude in type.com to create contacts, add notes, and send sales invoices without switching tools.