Sales & Customer Support · Better proposals + Claude
Better Proposals MCP with Claude: Faster Proposals and Quicker Deal Closures
The short answer
Claude connects to Better Proposals through the Model Context Protocol, a secure standard that lets Claude use the tool with permissions you control. Once connected, Claude can draft new proposals, fetch client responses, update proposal statuses and prepare follow-ups from plain-language instructions, with your team approving consequential actions.
What is Better proposals?
Better Proposals is a web-based tool for creating and sending professional proposals. It offers easy-to-use templates that help teams present their offers clearly and polished. Sales teams, account managers, agencies and service providers typically use it to win work faster. Because proposals sit at the heart of the sales process, the tool holds valuable information about prospects, pricing and deal progress that can be put to work across the business.
How Claude connects to Better proposals through MCP
The Model Context Protocol, or MCP, is an open standard that lets Claude use other software securely. Think of it as a universal adapter between Claude and the tool. Instead of copying information by hand, Claude can work directly with your Better Proposals account, within the boundaries you set.
Once connected, Claude can typically read proposal details and client responses, draft new proposals from your templates and information, and update proposal statuses. It can also prepare follow-up messages for proposals that have gone quiet. Your team decides how much Claude can do, from read-only access to supervised drafting and updates.
Access is granted using the API key that Better Proposals supports, and it is limited to the permissions the organisation chooses. People stay in charge: sending proposals to clients, changing pricing or closing deals can require human review before anything happens. Every action can be logged so you can see what was done and by whom.
What you can automate
Drafting proposals from discovery notes
A sales representative pastes call notes into Claude, which drafts a proposal using the right template, the client's name, agreed scope and the relevant pricing. The representative reviews the draft in Better Proposals before it is sent. This can cut the time spent on each proposal and keep wording consistent across the team.
Tracking client responses
Account managers can ask Claude which proposals were viewed, accepted or declined this week. Claude fetches the latest responses and summarises them by client and value. Managers get a clear picture of the pipeline without logging into several screens, which helps them focus effort on the deals most likely to close.
Automated follow-up on quiet proposals
When a proposal has had no response for a set period, Claude can prepare a polite follow-up note tailored to the client and the stage of the conversation. A team member approves the message before it goes out. Consistent follow-up is a common reason deals stall, and this keeps the process moving.
Updating proposal status after meetings
After a client meeting, a manager tells Claude the outcome in plain language. Claude updates the proposal status in Better Proposals and records next steps. Sales records stay current, and leaders get accurate forecasts without manual data entry.
Preparing renewal and upsell proposals
Customer success teams can ask Claude to identify existing clients nearing renewal and draft proposals for extra services based on past agreements. Staff review each draft before sending. This helps teams spot expansion opportunities that might otherwise be missed.
An end-to-end workflow: Proposal to CRM follow-up cycle
TriggerA new sales opportunity is marked as qualified in the CRM.
Claude pulls the opportunity details and client notes from the CRM.
Claude drafts a proposal in Better Proposals using the matching template and agreed scope.
The account manager reviews and approves the draft, and the proposal is sent to the client.
Claude checks Better Proposals each day and records any client response back in the CRM.
If there is no reply after five working days, Claude prepares a follow-up for approval.
When the proposal is accepted, Claude updates the status and notifies the delivery team.
OutcomeProposals go out sooner, client responses are reflected in the CRM automatically, and fewer opportunities are lost to delayed follow-up. Results will vary by business, but teams commonly report a more predictable sales cycle.
How we set it up
Free automation audit
We review your sales and customer support processes to find the proposal workflows worth automating. You receive a clear list of priorities at no cost.
Secure API key access
We set up the connection using the API key that Better Proposals supports. The key is stored securely and scoped to the permissions your organisation approves, starting with least-privilege access.
Workflow design
We design the end-to-end process across Better Proposals and your other systems, such as Microsoft 365, your CRM or ticketing tools. Human approval points are placed wherever a client-facing or commercial decision is made.
Testing and launch
We test the workflow against real past proposals and client cases. Once it performs as expected, we launch it with monitoring and audit logs in place.
Team training
We train your sales, account management and operations staff to use Claude with Better Proposals confidently, including how to review drafts and handle exceptions.
Who benefits
- Sales directors
- Clearer pipeline visibility and more reliable forecasts from up-to-date proposal statuses.
- Account managers
- Faster proposal drafting and timely follow-ups without losing track of open deals.
- Operations leads
- Less manual data entry and consistent processes across the sales team.
- IT and security heads
- Controlled, least-privilege access with audit logs and human approval for consequential actions.
Security and control
- Least-privilege access, with Claude limited to the permissions you approve.
- Human approval before any proposal is sent, priced or marked as accepted.
- Audit logs recording what Claude read, drafted and changed.
- Secure storage of the API key with regular review and rotation.
- Clear rules on which client data Claude may use and where it is processed.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom can align the workflow with their existing privacy and contract requirements. Businesses in India must meet the Digital Personal Data Protection Act, 2023, and we design data handling to suit it. Companies in the UAE and Saudi Arabia are subject to local data protection laws, so we select a hosting region that meets their requirements for custom applications built on Claude.
Learn more about Claude and MCP
Anthropic's AI model and assistant.
Secure links between Claude and business tools.
How engineers build and change software with Claude.
Hosted agents that run multi-step work.
The open standard Claude uses to connect to tools.
Frequently asked questions
What does the Better Proposals MCP server do?
It acts as a secure bridge between Claude and your Better Proposals account. Through it, Claude can typically read proposal details and client responses, draft new proposals, and update statuses, within the permissions you set. It does not give Claude free rein over your account, and every action follows the access rules your team defines.
Is connecting Better Proposals to Claude secure?
Security depends on how the connection is set up. We use the API key that Better Proposals supports, store it securely, and limit access to only what each workflow needs. Human approval is required for sending and commercial changes, and audit logs record activity so you can review it at any time.
What can Claude do with Better Proposals once connected?
Typically, Claude can draft proposals from your templates and notes, fetch client responses, update proposal statuses and prepare follow-up messages. The exact actions depend on the access you grant and the workflow we design. Sensitive steps can be restricted so that people make the final decision.
How long does setup take?
Timelines vary with the number of workflows and the systems involved. A focused setup covering one or two proposal workflows is often completed in a few weeks, including testing and training. We confirm the timeline during the free automation audit, once we understand your processes.
Which plan or permissions do I need?
You need an active Better Proposals account and an API key with permissions suited to the workflows you want. Requirements can depend on your current plan and internal policies, so we check these during the audit and recommend the least-privilege setup that meets your goals.