Skip to content
Proposify logo

Proposify MCP

Proposal & Invoice Management

Use Proposify MCP to take action in your AI tools

Use Zapier Agents for a quick no-code setup, or connect to any AI environment with the Zapier MCP server.

Try in any AI platform
Try code-free in Zapier Agents
Learn more about Zapier MCP
Zapier Agent Today
What can I help you with?
You Today
Create company in Proposify
Zapier Agent Today
Sure thing, I'll get right on it!
Action in progress...
Proposify logoCreate Company

Supported actions

Proposify logo

Create Company

Creates a new company.

Proposify logo

Create Contact

Creates a new contact.

Proposify logo

Create Document

Creates a new document from a template.

Proposify logo

Find Companies

Search companies by name or ID.

Proposify logo

Find Contact

Search contacts by name, email, company or ID.

Proposify logo

Find Documents

Search documents by name or ID.

Proposify logo

Find Templates

Search templates by name or ID.

Proposify logo

Find Users

Search users by email.

Use Proposify MCP with any AI assistant

Zapier Proposify MCP lets you connect Proposify's actions with any AI tool that supports MCP, all without managing integrations or writing glue code. It's built for developers who want flexibility without complexity.

Step 1: Generate your secure MCP URL

Get your unique, dynamic MCP server URL instantly. This endpoint securely connects your AI assistant to Zapier's vast integration network.

Step 2: Choose your Zapier Actions

Customize the specific actions your AI assistant can perform within Proposify. Select and scope actions to align with your Proposify workflows.

Cursor

Step 3: Connect with your tool of choice

Integrate your AI Assistant seamlessly using your generated MCP endpoint, enabling your AI Assistant to execute real-world tasks securely and reliably.

Introducing the Zapier MCP integration

Why developers love Zapier MCP

  • No need to build or host your own APIs
  • Connect once, access 30,000+ Zapier actions
  • Secure, scoped access by default
  • Works across your favorite dev tools

Other apps that integrate with Zapier MCP

Integrate Dante Systems with ProposifyIntegrate Dante Systems with Proposify
Dante Systems
Education
Integrate LeadConnector with ProposifyIntegrate LeadConnector with Proposify
LeadConnector
Marketing Automation
Integrate monday.com with ProposifyIntegrate monday.com with Proposify
monday.com
Project Management
Integrate ActiveCampaign with ProposifyIntegrate ActiveCampaign with Proposify
ActiveCampaign
Marketing Automation
Integrate Slack with ProposifyIntegrate Slack with Proposify
Slack
Team Chat
Integrate Google Drive with ProposifyIntegrate Google Drive with Proposify
Google Drive
File Management & Storage, Google
Integrate Google Sheets with ProposifyIntegrate Google Sheets with Proposify
Google Sheets
Google, Spreadsheets
Integrate Gmail with ProposifyIntegrate Gmail with Proposify
Gmail
Email, Google
Integrate Airtable with ProposifyIntegrate Airtable with Proposify
Airtable
Databases
Integrate Dante Systems with ProposifyIntegrate Dante Systems with Proposify
Dante Systems
Education
Integrate LeadConnector with ProposifyIntegrate LeadConnector with Proposify
LeadConnector
Marketing Automation
Integrate monday.com with ProposifyIntegrate monday.com with Proposify
monday.com
Project Management
Integrate ActiveCampaign with ProposifyIntegrate ActiveCampaign with Proposify
ActiveCampaign
Marketing Automation
Integrate Slack with ProposifyIntegrate Slack with Proposify
Slack
Team Chat
Integrate Google Drive with ProposifyIntegrate Google Drive with Proposify
Google Drive
File Management & Storage, Google
Integrate Dante Systems with ProposifyIntegrate Dante Systems with Proposify
Dante Systems
Education
Integrate LeadConnector with ProposifyIntegrate LeadConnector with Proposify
LeadConnector
Marketing Automation
Integrate monday.com with ProposifyIntegrate monday.com with Proposify
monday.com
Project Management
Integrate ActiveCampaign with ProposifyIntegrate ActiveCampaign with Proposify
ActiveCampaign
Marketing Automation
Integrate Slack with ProposifyIntegrate Slack with Proposify
Slack
Team Chat
Integrate Google Drive with ProposifyIntegrate Google Drive with Proposify
Google Drive
File Management & Storage, Google
Integrate Google Sheets with ProposifyIntegrate Google Sheets with Proposify
Google Sheets
Google, Spreadsheets
Integrate Gmail with ProposifyIntegrate Gmail with Proposify
Gmail
Email, Google
Integrate Airtable with ProposifyIntegrate Airtable with Proposify
Airtable
Databases

Frequently Asked Questions

What is MCP?
Model Context Protocol allows your AI apps to securely interact with tools. Zapier MCP connects you to Zapier's vast ecosystem of 9,000+ integrations.
Is MCP Secure?
Yes, MCP endpoints include built-in authentication for secure, reliable connections.
How much does Zapier MCP cost?
Zapier MCP is available to all accounts. One MCP tool call uses 2 tasks from your plan's quota.
Find the right Zapier plan
Can I use Zapier MCP with any AI platform?
Zapier MCP seamlessly integrates with platforms like Cursor, Claude, or any other app that supports MCPs.
Can I build on Zapier MCP as a developer?
Absolutely! Zapier MCP lets developers bring Zapier's 30,000+ Searches and Actions into their apps.
Explore documentation
How quickly can I get started?
You can set up your MCP endpoint and start running Actions in minutes.
How can I get a higher quota?
Zapier MCP is available to all accounts. One MCP tool call uses 2 tasks from your plan's quota. You can see your task usage by logging into your Zapier MCP account, and add tasks to your plan anytime.
Explore Zapier plans
Can I use Zapier MCP with my Zapier Enterprise account?
Not out of the box. Zapier MCP doesn't currently support app and action restrictions that may be in place on an Enterprise account. If you're on an Enterprise plan and would like to use Zapier MCP, please reach out to us.