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Offorte MCP Server

by offorte

Connects AI agents to Offorte to create contacts and proposals, search records, and send proposals.

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Install Offorte MCP Server

Pick your client, then add it in one click or paste the config.

STDIONode.js
~/Library/Application Support/Claude/claude_desktop_config.json
claude_desktop_config.json
{
  "mcpServers": {
    "offorte-offorte-mcp-server": {
      "command": "npx",
      "args": [
        "-y",
        "@offorte/mcp-server"
      ],
      "env": {
        "OFFORTE_ACCOUNT_NAME": "YOUR_VALUE_HERE",
        "OFFORTE_API_KEY": "YOUR_VALUE_HERE"
      }
    }
  }
}

Settings → Developer → Edit Config, merge this into mcpServers, then fully quit and reopen Claude Desktop.

Values are written into the snippet above so you can paste it as is. They never leave your browser.

Install not yet sandbox-tested— we haven't run this command through our automated sandbox yet. Not a red flag; we're working through the catalog.

Overview

The offorte/offorte-mcp-server MCP server connects AI agents to Offorte's Public API v2 for proposal workflows. It provides tools for contacts, proposal templates, automation sets, proposal creation, searching, and sending. Call get_initial_context before using any other tool to receive context and usage instructions. Reach for it when an agent needs to prepare and send Offorte proposals; it runs over stdio by default and can use SSE.

Use cases

  • Create contacts in Offorte from an agent workflow
  • Prepare proposals from Offorte templates
  • Search existing proposals by query
  • Send completed proposals to assigned contacts

Key features

  • Create and search Offorte contacts
  • List proposal, design, email, and text templates
  • Create proposals with optional automation sets
  • Search proposals and browse directories by status
  • Send proposals to assigned contacts
  • Support stdio and optional SSE transport

Tools15

What Offorte MCP Server lets your agent do. Expand a tool for its parameters.

Self-reported~281 tokens of context

Security & health

What it can reach and how reliably it runs — from our own checks, not the maintainer’s claims.

ActiveLast checked 1d ago

Recent health check succeeded.

18/19 checks healthy over the last 78d

Supply-chain signal

No high-severity advisories surfaced by our automated scan.

Critical 0High 0Medium 0Low 0

Scanned 9d ago via OSV.dev · @offorte/mcp-server (npm)

Adoption & maintenance

Factual signals from GitHub, npm, and our automated checks — not a rating.

GitHub stars5Stargazers on the source repository.
npm downloads111Package downloads in the last 30 days.
Last commit7mo agoMost recent push to the default branch.
Tools exposed15Callable tools this server registers over MCP.
Directory activity3 viewsConfig copies, upvotes, and views on AllMCPs.

How Offorte MCP Server works

What offorte/offorte-mcp-server MCP server does

offorte/offorte-mcp-server MCP server exposes a selected part of Offorte's Public API v2 through Model Context Protocol. Its scope is focused on creating and sending business proposals rather than covering the complete Offorte API.

The available operations cover account users, contacts, proposal templates, automation sets, proposal records, and settings used during proposal creation and delivery. Agents can create contacts for organisations or individuals, retrieve contact details, search contacts by organisation or person name, and find proposals by query. They can also create proposals and send them to their assigned contacts.

The server does not currently provide general update or delete operations. This makes it better suited to proposal-generation workflows than to full account administration.

How it works

The offorte/offorte-mcp-server MCP server communicates with Offorte through the Offorte Public API v2. A client connects to the server using MCP, then invokes the exposed tools. The required first call is get_initial_context; it initializes the context and returns usage instructions. Other tool calls should follow that initialization step.

The default transport is stdio. Setting TRANSPORT_TYPE to sse enables Server-Sent Events mode instead. The repository describes Node.js 20.x as the tested Node.js version.

Proposal creation can use information returned by discovery tools, including proposal templates, automation sets, design templates, email templates, and text templates. Proposal directories can be listed by status, and existing proposals can be searched before sending.

Setup and configuration

Running the published package through npx or starting a locally built Node.js entry point requires two Offorte settings: OFFORTE_ACCOUNT_NAME and OFFORTE_API_KEY. The API key must come from Offorte's API authentication process.

For the package-based setup, configure an MCP client to run npx -y @offorte/mcp-server and provide those environment variables. For a local setup, install dependencies with pnpm, build the project, and point the client at dist/server.js. The repository also documents pnpm dev, pnpm start, pnpm inspect, and pnpm build commands for development and operation.

The README provides a Claude Desktop configuration and says Claude Desktop is the only client currently tested by the project.

Tools and capabilities

The offorte/offorte-mcp-server MCP server exposes these tool groups:

  • Context: initialize usage context with get_initial_context.
  • Account and automation: list account users and automation sets.
  • Contacts: create contacts, retrieve contact details, and search organisations or people.
  • Proposal resources: list proposal templates, design templates, email templates, and text templates.
  • Proposals: create proposals, list proposal directories grouped by status, search proposals, and send proposals to assigned contacts.

These tools support a workflow in which an agent discovers available templates and account data, identifies or creates a contact, creates a proposal, and sends it.

Limitations and notes

The offorte/offorte-mcp-server MCP server implements only the API features needed for the documented create-and-send proposal workflow. The README identifies the project as early technology and notes that MCP is still evolving, so tool calls may produce unexpected results.

Only Claude Desktop is explicitly reported as tested. The project requires an Offorte account name and API key, and the initial-context call is mandatory before other tools. Update and delete commands are not implemented in the current tool set.

Read the full README View source on GitHub

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Frequently Asked Questions about Offorte MCP Server

offorte/offorte-mcp-server is an MCP server that connects AI agents to Offorte's Public API v2. Its main tools create and search contacts, discover proposal resources, create proposals, search proposal records, and send proposals to assigned contacts. It requires initial context before other tools can be used.

Install it with `npx -y @offorte/mcp-server` or run a locally built `dist/server.js` entry point. A local setup uses pnpm to install dependencies and build the project. Configure the MCP client with the required Offorte account name and API key.

It needs `OFFORTE_ACCOUNT_NAME` and `OFFORTE_API_KEY` to connect to Offorte. `TRANSPORT_TYPE` is optional; set it to `sse` for Server-Sent Events, or leave it unset to use the default stdio transport.

Cursor is not named as a tested client in the README. Claude Desktop is the only client the project explicitly says it has tested, although the server supports standard stdio transport and can optionally use SSE.

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