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AI agent integrationBidsketch

Bidsketch 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 Bidsketch never means pasting credentials into a prompt.

Use Bidsketch from Claude Code

Bring Bidsketch context into engineering work while Type keeps app access attached to the teammate and workspace.

Automate Bidsketch 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 Bidsketch integration exposes

Bidsketch is a proposal software that helps businesses create professional proposals quickly and efficiently.

One connection, many teammates

Connect Bidsketch once, then decide which teammates can use it for threads, automations, skills, and coding work.

Representative actions

  • 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.

Connection

API and auth details

Bidsketch provides a v1 proposal API for adding clients, creating proposals, managing proposal sections and fees, integrating proposal creation with websites, using HTTP token authentication from account API tokens, paginating collections, handling status codes, and respecting a documented token rate limit of 100 requests per 20 seconds.

FAQ

Questions people ask before connecting Bidsketch

Can Claude Code use Bidsketch?

Yes. Type lets an AI teammate use connected Bidsketch 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 Bidsketch through Type?

Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Bidsketch catalog entry includes public integration details and example capabilities where available.

Is this the same as a Bidsketch 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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