Bidsketch integration

Create Client

Tool to create a client. Use when adding a new client record to Bidsketch.

Create Proposal

Tool to create a new proposal. Use when you need to create a proposal for a client with a name, description, and other details.

Delete Client

Tool 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 Fee

Tool 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 Proposal

Tool to delete a proposal and all its content. Use after confirming the proposal ID to prevent accidental deletions.

Delete Proposal Fee

Tool to delete a proposal fee. Use when you need to remove an existing fee before finalizing or sending a proposal.

Delete Proposal Section

Tool to delete a proposal section. Use when you need to remove a section from a proposal after verifying its ID.

Delete Section

Tool to delete a section. Use when you need to permanently remove a saved section after confirming its ID.

Delete Webhook

Permanently 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 specific webhook URL, or when cleaning up test webhooks. Returns HTTP 204 No Content on success, or HTTP 4…

Get Client

Tool to get a client by ID. Use when you need detailed client info after obtaining its ID.

Get Client Proposals

Tool to list proposals for a specific client. Use after confirming the client ID exists.

Get Clients

Tool to retrieve all clients. Use when you need to list all clients on the account.