Bidsketch for AI agents

Bidsketch is proposal software for creating and tracking client proposals, used by freelancers and agencies to manage clients, proposal content, fees, and templates. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Connect Bidsketch See the 38 actions ↓

Finance and accountingAPI keyMCP + RESTbidsketch.com

AUDIT LOG · BIDSKETCHPOLICY: acme-support

09:41:07 · claude · u_8f2read

bidsketch.get_fee

Get Fee✓ allowed · 212ms

09:41:08 · claude · u_8f2read

bidsketch.get_fees

Get Fees✓ allowed · 164ms

09:41:09 · claude · u_8f2write

bidsketch.create_client

Create Client✓ approved · approved by user

09:41:12 · claude · u_8f2destructive

bidsketch.delete_fee

Delete Fee✕ blocked · policy: deny

EVERY BIDSKETCH CALL, ON THE RECORD

01 · USE CASES

What agents do in Bidsketch.

Check a proposal's stats

Get a proposal's stats to see whether a client has viewed it since it was sent.

Build a proposal from a template

Create a proposal for a client using a saved template and add fee line items to it.

Delete an old proposal carefully

Delete a draft proposal only after confirming the client never received it, since a sent proposal shouldn't be removed.

02 · ACTIONS

38 Bidsketch actions, graded by risk.

Every Bidsketch action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

Look things up. Allowed by default.

bidsketch.get_fee
Get Fee
bidsketch.get_fees
Get Fees
bidsketch.get_client
Get Client
bidsketch.get_clients
Get Clients
bidsketch.get_section
Get Section
bidsketch.get_proposal
Get Proposal
bidsketch.get_sections
Get Sections
bidsketch.get_proposals
Get Proposals
bidsketch.get_templates
Get Templates
bidsketch.get_proposal_fee
Get Proposal Fee
bidsketch.get_proposal_fees
Get Proposal Fees
bidsketch.get_proposal_stats
Get Proposal Stats
bidsketch.get_client_proposals
Get Client Proposals
bidsketch.get_proposal_content
Get Proposal Content
bidsketch.get_proposal_section
Get Proposal Section
bidsketch.get_proposal_sections
Get Proposal Sections

+ 2 MORE

write

Create and change things. Allow, or ask the user first.

bidsketch.post_fee
Create Fee
bidsketch.post_section
Create Section
bidsketch.post_webhook
Create Webhook
bidsketch.create_client
Create Client
bidsketch.create_proposal
Create Proposal
bidsketch.post_proposal_fee
Create Proposal Fee
bidsketch.post_proposal_section
Create Proposal Section
bidsketch.put_fee
Update Fee
bidsketch.put_client
Update Client
bidsketch.put_section
Update Section
bidsketch.put_proposal
Update Proposal
bidsketch.put_proposal_fee
Update Proposal Fee
bidsketch.put_proposal_section
Update Proposal Section

destructive

Delete, cancel or archive. Ask first, or deny outright.

bidsketch.delete_fee
Delete Fee
bidsketch.delete_client
Delete Client
bidsketch.delete_section
Delete Section
bidsketch.delete_webhook
Delete Webhook
bidsketch.delete_proposal
Delete Proposal
bidsketch.delete_proposal_fee
Delete Proposal Fee
bidsketch.delete_proposal_section
Delete Proposal Section

03 · HOW IT WORKS

Bidsketch in three steps.

01Your users connect BidsketchThey add their Bidsketch api key on Arc0 Connect, under your brand. It goes straight into the vault.
02You set the rulesReads run, writes like “create Client” can wait for the user, and “delete Fee” can be denied outright.
03Any agent can actYour agent calls Bidsketch through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.

POLICY.TS

await arc0.policies.set('bidsketch', {
  read: 'allow',
  write: 'ask',        // create_client
  destructive: 'deny',  // delete_fee
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2

04 · AUTH AND DATA

How Bidsketch connects.

Users add their Bidsketch api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

The same Bidsketch connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH: API key
CREDENTIALS: Per-tenant encrypted vault
MODEL SEES: Results only, never credentials
AUDIT LOG: Every call, on every plan

05 · WORKS WITH

Use Bidsketch from any agent.

Claude

ChatGPT

Cursor

Codex

VS Code

OpenAI Agents SDK

Claude Agent SDK

Vercel AI SDK

Mastra

LangGraph

06 · RELATED

More finance and accounting apps.

Stripe433 actions 44API4 actions

Zoho Books265 actions

Maxio177 actions

ALL FINANCE AND ACCOUNTING APPS →

07 · FAQ

Bidsketch and Arc0, answered.

Q01

Can I use Bidsketch with Claude, ChatGPT or Cursor?

Yes. Connect Bidsketch to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Bidsketch actions you allow.

Q02

How do users connect Bidsketch?

Users add their Bidsketch api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

Q03

Which Bidsketch actions can my agent take?

38 in total: 18 read, 13 write and 7 destructive, such as “create Client”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in Bidsketch?

Yes. Actions like “delete Fee” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call Bidsketch too?

Yes. The same Bidsketch connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Bidsketch into your agent.

Your users connect Bidsketch once, under your brand. Your agent gets 38 actions behind your policies, with every call on the record.

Connect Bidsketch Browse all apps →

Free to build · MCP + REST · Audit log on every plan