Bidsketch Tools
Bidsketch is a proposal software that helps businesses create professional proposals quickly and efficiently.
Use Bidsketch Tools with AI agents
Aident Loadout lets Claude Code, Codex, Cursor, and other supported agents call Bidsketch Tools. Choose from 38 supported Actions. Review each execution in Audit.
Connect Bidsketch Tools once through Aident Vault. Your agent can use the supported Actions without receiving the underlying credential.
Category
IntegrationPricing and payment
- Pricing
- Free in Loadout. Provider charges may apply when using a personally connected account.
- Unified payment
- Not currently supported. Connect a provider account when required.
Included Actions
- Bidsketch Create ClientTool to create a client. Use when adding a new client record to Bidsketch.
- Bidsketch Create ProposalTool to create a new proposal. Use when you need to create a proposal for a client with a name, description, and other details.
- Bidsketch Delete ClientTool to delete a client and all their proposals. Use when you want to permanently remove a client and its associated proposals from your account.
- Bidsketch Delete FeeTool 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.
- Bidsketch Delete ProposalTool to delete a proposal and all its content. Use after confirming the proposal ID to prevent accidental deletions.
- Bidsketch Delete Proposal FeeTool to delete a proposal fee. Use when you need to remove an existing fee before finalizing or sending a proposal.
- Bidsketch Delete Proposal SectionTool to delete a proposal section. Use when you need to remove a section from a proposal after verifying its ID.
- Bidsketch Delete SectionTool to delete a section. Use when you need to permanently remove a saved section after confirming its ID.
- Bidsketch Delete WebhookPermanently delete a webhook subscription by ID. This removes the webhook and stops all future event notifications to its endpoint. Use this tool when you no longer need to receive events at a specific webhook URL, or when cleaning up test webhooks. Returns HTTP 204 No Content o…
- Bidsketch Get ClientTool to get a client by ID. Use when you need detailed client info after obtaining its ID.
- Bidsketch Get Client ProposalsTool to list proposals for a specific client. Use after confirming the client ID exists.
- Bidsketch Get ClientsTool to retrieve all clients. Use when you need to list all clients on the account.
- Bidsketch Get FeeTool to get a single fee. Use when you need detailed information about a fee by its ID after confirming its existence.
- Bidsketch Get FeesTool to list all the fees for the account. Use when you need to fetch every saved fee.
- Bidsketch Get ProposalTool to get a proposal by ID. Use when you need detailed information for a specific proposal after obtaining its ID.
- Bidsketch Get Proposal ContentTool to get a proposal with all its content (sections and fees). Use when you need a full proposal in one call.
- Bidsketch Get Proposal FeeTool to get a single fee item for a proposal. Use when you need detailed information about a specific fee before updating or displaying it.
- Bidsketch Get Proposal FeesTool to list all fees for a proposal. Use after confirming the proposal ID exists; supports pagination.
- Bidsketch Get Proposal SectionTool to fetch a single proposal section. Use when you need detailed information for a section after listing proposal sections.
- Bidsketch Get Proposal SectionsTool to get all sections for a proposal. Use when you need to list opening or closing sections by proposal ID.
- Bidsketch Get Proposal StatsGet proposal statistics for your Bidsketch account. This endpoint retrieves the total count of proposals in your account, including all proposals regardless of their status (draft, sent, won, lost, or archived). Use this when you need to: - Get a quick overview of total proposal…
- Bidsketch Get ProposalsTool to retrieve all proposals for the account. Use when you need an overview of existing proposals.
- Bidsketch Get SectionTool to fetch a section by ID. Use when you need detailed section information after confirming its ID.
- Bidsketch Get SectionsRetrieves all reusable proposal sections saved to your Bidsketch account. Sections are text blocks that can be included in proposals, categorized as 'opening' (appear at the start) or 'closing' (appear at the end). Use this to browse available sections before adding them to prop…
- Bidsketch Get TemplatesRetrieves all proposal templates saved in the account. Templates contain predefined sections, fees, and structure that can be used to create new proposals. Use this action to discover available templates before creating proposals or to display template options to users.
- Bidsketch List Proposal Closing SectionsTool to get a collection of closing sections for a proposal. Closing sections appear at the end of the proposal. Use when you need to retrieve all closing sections for a specific proposal.
- Bidsketch List Proposal Opening SectionsTool to get a collection of opening sections for a proposal. Opening sections appear first in the proposal. Use when you need to retrieve all opening sections for a specific proposal.
- Bidsketch Post FeeTool to create a fee. Use when you need to add a reusable fee to the account before adding it to a proposal. Ensure required fields are set (e.g., unit for custom fees).
- Bidsketch Post Proposal FeeTool to create a proposal fee. Use after confirming the proposal exists to add a cost line item; require unit when feetype is custom.
- +9 Actions
Provider sources
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