Bidsketch for AI agents
Agents read Bidsketch at once. Changes and sends are held for a person's approval by default.
About Bidsketch
Bidsketch is a proposal software that helps businesses create professional proposals quickly and efficiently.
What an agent can do in Bidsketch
Every Bidsketch action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Bidsketch without asking first. 18 actions.
- Get ClientTool to get a client by ID. Use when you need detailed client info after obtaining its ID.
- Get Client ProposalsTool to list proposals for a specific client. Use after confirming the client ID exists.
- Get ClientsTool to retrieve all clients. Use when you need to list all clients on the account.
- Get FeeTool to get a single fee. Use when you need detailed information about a fee by its ID after confirming its existence.
- Get FeesTool to list all the fees for the account. Use when you need to fetch every saved fee.
- Get ProposalTool to get a proposal by ID. Use when you need detailed information for a specific proposal after obtaining its ID.
- Get Proposal ContentTool to get a proposal with all its content (sections and fees). Use when you need a full proposal in one call.
- Get Proposal FeeTool to get a single fee item for a proposal. Use when you need detailed information about a specific fee before updating or displaying it.
- Get Proposal FeesTool to list all fees for a proposal. Use after confirming the proposal ID exists; supports pagination.
- Get ProposalsTool to retrieve all proposals for the account. Use when you need an overview of existing proposals.
- Get Proposal SectionTool to fetch a single proposal section. Use when you need detailed information for a section after listing proposal sections.
- Get Proposal SectionsTool to get all sections for a proposal. Use when you need to list opening or closing sections by proposal ID.
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- Get Proposal StatsGet proposal statistics for your Bidsketch account. This endpoint retrieves the total count of proposals in your account, including all proposals regardless of their status (draft, sent, won, lost, or
- Get SectionTool to fetch a section by ID. Use when you need detailed section information after confirming its ID.
- Get SectionsRetrieves all reusable proposal sections saved to your Bidsketch account. Sections are text blocks that can be included in proposals, categorized as 'opening' (appear at the start) or 'closing' (appea
- Get TemplatesRetrieves all proposal templates saved in the account. Templates contain predefined sections, fees, and structure that can be used to create new proposals. Use this action to discover available templa
- List Proposal Closing SectionsTool to get a collection of closing sections for a proposal. Closing sections appear at the end of the proposal. Use when you need to retrieve all closing sections for a specific proposal.
- List Proposal Opening SectionsTool to get a collection of opening sections for a proposal. Opening sections appear first in the proposal. Use when you need to retrieve all opening sections for a specific proposal.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 20 actions.
- Create ProposalTool to create a new proposal. Use when you need to create a proposal for a client with a name, description, and other details.
- Create ClientTool to create a client. Use when adding a new client record to Bidsketch.
- Delete ClientTool to delete a client and all their proposals. Use when you want to permanently remove a client and its associated proposals from your account.
- Delete FeeTool to delete a fee. Use when a saved fee is no longer needed. Use after confirming this fee isn't referenced in any live proposals.
- Delete ProposalTool to delete a proposal and all its content. Use after confirming the proposal ID to prevent accidental deletions.
- Delete Proposal FeeTool to delete a proposal fee. Use when you need to remove an existing fee before finalizing or sending a proposal.
- Delete Proposal SectionTool to delete a proposal section. Use when you need to remove a section from a proposal after verifying its ID.
- Delete SectionTool to delete a section. Use when you need to permanently remove a saved section after confirming its ID.
- Delete WebhookPermanently delete a webhook subscription by ID. This removes the webhook and stops all future event notifications to its endpoint. Use this tool when you no longer need to receive events at a specifi
- Create FeeTool to create a fee. Use when you need to add a reusable fee to the account before adding it to a proposal. Ensure required fields are set (e.g., unit for custom fees).
- Create Proposal FeeTool to create a proposal fee. Use after confirming the proposal exists to add a cost line item; require unit when feetype is custom.
- Create Proposal SectionTool to create a proposal section. Use after confirming a proposal exists to add a new opening or closing section.
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- Create SectionTool to create a section. Use when you need to add a new section to your account before including it in proposals.
- Create WebhookCreate a webhook subscription in Bidsketch to receive real-time notifications when specific events occur. Webhooks enable your application to receive immediate notifications when events happen in Bids
- Update ClientTool to update a client. Use when you need to modify existing client records with new data.
- Update FeeTool to update a fee. Use when you need to modify existing fee records with new data after verifying current values.
- Update ProposalTool to update a specific proposal's details. Use after retrieving a proposal to apply changes.
- Update Proposal FeeTool to update a proposal fee. Use when modifying specific properties of an existing fee within a proposal after verifying its existence.
- Update Proposal SectionTool to update a proposal section. Use when you need to modify the name or content of an existing section after verifying its existence.
- Update SectionTool to update a section. Use when you need to modify an existing section after confirming its ID.
Changes wait in Needs you
Changes and sends in Bidsketch are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Bidsketch questions
Can an agent change data in Bidsketch on its own?
Not by default. Changes and sends in Bidsketch are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Bidsketch?
This connector lists 18 read actions. Reads run at once, without waiting for approval.
How does Bidsketch connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.