How to integrate Better proposals MCP with Hermes

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows. This guide explains the easiest and most robust way to connect your Better proposals account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

Better proposals logoBetter proposals
Api Key

Better Proposals is a web-based tool for crafting and sending professional proposals. It helps teams impress clients and close deals faster with slick, easy-to-use templates.

23 Tools

Introduction

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows.

This guide explains the easiest and most robust way to connect your Better proposals account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

Also integrate Better proposals with

What is Composio Connect?

Composio Connect is a consumer offering that lets anyone plug 1,000+ applications directly into their agent harness — including Hermes. It can:

  • Search and load tools from relevant toolkits on-demand, reducing context usage.
  • Chain multiple tools to accomplish complex workflows via a remote workbench, without excessive back-and-forth with the LLM.
  • Manage app authentication end-to-end with zero manual overhead.

Integrating Better proposals with Hermes

Using Composio Connect CLI

1. Install the Composio CLI

Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you.

bash
curl -fsSL https://composio.dev/install | bash
Hermes authenticating with Composio

2. Authenticate

Once the CLI is installed, ask Hermes to authenticate with Composio.

3. Connect to Better proposals

Ask your agent to connect to Better proposals, or simply request any Better proposals-related task. Hermes will prompt you to authenticate and authorize access.

4. Done. You're all set with a new Better proposals connection.


Using Composio Connect MCP

1. Get your MCP URL and API Key

Go to dashboard.composio.dev and copy your Connect MCP URL and API key.

Copy MCP URL and API key from Composio dashboard

2. Open the Hermes config file

bash
nano ~/.hermes/config.yaml

3. Add the Composio Connect MCP server

bash
mcp_servers:
  composio:
    url: "https://connect.composio.dev/mcp"
    headers:
      x-consumer-api-key: "YOUR_COMPOSIO_API_KEY"
    connect_timeout: 60
    timeout: 180

Save with Ctrl + O, Enter, then exit with Ctrl + X.

4. Restart your Hermes agent

Once restarted, ask your agent to connect to Better proposals or request any Better proposals-related task. It will prompt you to authenticate and authorize access.

5. Done!

What is the Better proposals MCP server, and what's possible with it?

The Better Proposals MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Better Proposals account. It provides structured and secure access to your proposals workspace, so your agent can perform actions like creating companies, generating proposals, listing templates, and managing document types on your behalf.

  • Automated proposal creation: Instruct your agent to generate new proposal covers or assemble entire proposals using customizable templates and dynamic content.
  • Company and client management: Let your agent create new companies, retrieve lists of existing clients, and keep your contacts organized for faster proposal delivery.
  • Template and document type selection: Ask your agent to fetch available templates and document types, helping you choose the right style and format every time.
  • Quote and currency handling: Have your agent list all available quotes and supported currencies, streamlining the pricing and invoicing process for your proposals.
  • Bulk data retrieval and reporting: Direct the agent to gather lists of all proposals, document types, or companies for easy review, reporting, or dashboarding.

Way Forward

With Better proposals connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to.

From here, you can extend Hermes further:

  • Connect more apps: Calendar, Slack, Notion, Linear, and hundreds of others are available through the same Composio Connect setup. Each new integration compounds what Hermes can do for you.
  • Build workflows across tools: Once multiple apps are connected, Hermes can chain actions together — turn an email into a calendar invite, a Slack message into a Linear ticket, or a meeting note into a follow-up draft.
  • Let it learn your patterns: The more you use Hermes, the better it gets at anticipating how you'd handle recurring tasks. Give it feedback on drafts and decisions, and it will adapt.

If you run into trouble or want to share what you've built, join the community or check out the Docs for deeper configuration options.

TOOLS

Supported Tools

Every Better proposals action and event your agent gets out of the box.

Create Company

Tool to create a new company.

Create Document Type

Tool to create a new document type.

Create Proposal Cover

Tool to create a new proposal cover design.

Get All Companies

Tool to retrieve a paginated list of all companies.

Get All Currencies

Tool to retrieve a paginated list of all currencies.

Get All Document Types

Tool to retrieve a paginated list of all document types.

Get All Proposals

Tool to retrieve a paginated list of all proposals.

Get All Quotes

Tool to retrieve a paginated list of all quotes.

Get All Templates

Tool to retrieve a paginated list of all templates.

Get Brand Settings

Tool to retrieve settings for the default brand.

Get Company

Tool to retrieve details of a specific company.

Get Currency

Tool to retrieve details of a specific currency.

Get New Proposals

Tool to retrieve all new proposals.

Get Opened Proposals

Tool to retrieve all opened proposals.

Get Paid Proposals

Tool to retrieve all paid proposals.

Get Proposal

Tool to retrieve details of a specific proposal by ID.

Get Proposal Count

Tool to retrieve the total count of proposals.

Get Quote

Tool to retrieve details of a specific quote.

Get Sent Proposals

Tool to retrieve all sent proposals.

Get Settings

Tool to retrieve current account settings.

Get Signed Proposals

Tool to retrieve all signed proposals.

Get Template Details

Tool to retrieve details of a specific template.

List Merge Tags

Tool to retrieve custom merge tags with pagination support.

FAQ

Frequently asked questions

With a standalone Better proposals MCP server, the agents and LLMs can only access a fixed set of Better proposals tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Better proposals and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Hermes fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Better proposals tools.

Yes, absolutely. You can configure which Better proposals scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Better proposals data and credentials are handled as safely as possible.

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