Use Better Proposals from Claude Code
Bring Better Proposals context into engineering work while Type keeps app access attached to the teammate and workspace.
AI agent integrationBetter Proposals
Better Proposals integration for multiplayer collaboration with AI agents using Claude Code or Codex
One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Better Proposals never means pasting credentials into a prompt.
Automate Better Proposals with Codex
Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.
Connect open agent workflows
Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.
Finance & Accounting
What the Better Proposals integration exposes
Better Proposals is a web-based proposal creation tool that enables users to send professionally designed proposals.
One connection, many teammates
Connect Better Proposals once, then decide which teammates can use it for threads, automations, skills, and coding work.
Representative actions
- Create Company
Tool to create a new company. Use after confirming the company does not already exist.
- Create Document Type
Tool to create a new document type. Use after confirming the desired type name does not already exist.
- Create Proposal Cover
Tool to create a new proposal cover design. Use when you need a custom cover design before sending out a proposal. Use after finalizing cover settings.
- Get All Companies
Tool to retrieve a paginated list of all companies. Use when listing available companies for display or selection.
- Get All Currencies
Tool to retrieve a paginated list of all currencies. Use when listing available currency options before selection.
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 catalog metadata
- Auth schemes
- API key
- Official site
- https://betterproposals.io/
FAQ
Questions people ask before connecting Better Proposals
Can Claude Code use Better Proposals?
Yes. Type lets an AI teammate use connected Better Proposals actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.
Can Codex work with Better Proposals through Type?
Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Better Proposals catalog entry includes public integration details and example capabilities where available.
Is this the same as a Better Proposals MCP server?
Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.
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