How to connect Bidsketch to Claude Cowork

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks. This guide walks you through the easiest and most secure way to connect your Bidsketch account to Cowork via Composio Connect, enabling it to add a new client for Acme Corp, list all proposals for client ID 1234, delete the proposal with ID 5678, and more such actions on your behalf without compromising your account security.

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Bidsketch is a proposal software that helps businesses create professional proposals quickly and efficiently. It streamlines the proposal process, saving time while boosting client win rates.

38 Tools

Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Bidsketch account to Cowork via Composio Connect, enabling it to add a new client for Acme Corp, list all proposals for client ID 1234, delete the proposal with ID 5678, and more such actions on your behalf without compromising your account security.

Also integrate Bidsketch with

Connecting Bidsketch to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Bidsketch account

Back in Cowork, ask the agent to connect to Bidsketch or give it any Bidsketch-related task.

For example, ask Cowork to:

  • "Add a new client for Acme Corp"
  • "List all proposals for client ID 1234"
  • "Delete the proposal with ID 5678"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Bidsketch account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Bidsketch through MCP without you sharing account credentials directly with the agent.

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

The Bidsketch MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Bidsketch account. It provides structured and secure access to your proposals and client data, so your agent can perform actions like creating clients, managing proposals, organizing sections, and handling fees on your behalf.

  • Client creation and management: Easily have your agent add new clients to Bidsketch or retrieve detailed client information by ID.
  • Proposal organization and cleanup: Direct your agent to list, delete, or manage proposals for specific clients, streamlining your workflow and keeping things tidy.
  • Section and fee management: Let your agent add or remove proposal sections and fees, ensuring each proposal is perfectly structured before sending.
  • Webhook and automation controls: Remove webhooks or automate repetitive admin tasks to keep your Bidsketch account running smoothly with minimal manual effort.
TOOLS

Supported Tools

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

Create Client

Tool to create a client.

Create Proposal

Tool to create a new proposal.

Delete Client

Tool to delete a client and all their proposals.

Delete Fee

Tool to delete a fee.

Delete Proposal

Tool to delete a proposal and all its content.

Delete Proposal Fee

Tool to delete a proposal fee.

Delete Proposal Section

Tool to delete a proposal section.

Delete Section

Tool to delete a section.

Delete Webhook

Permanently delete a webhook subscription by ID.

Get Client

Tool to get a client by ID.

Get Client Proposals

Tool to list proposals for a specific client.

Get Clients

Tool to retrieve all clients.

Get Fee

Tool to get a single fee.

Get Fees

Tool to list all the fees for the account.

Get Proposal

Tool to get a proposal by ID.

Get Proposal Content

Tool to get a proposal with all its content (sections and fees).

Get Proposal Fee

Tool to get a single fee item for a proposal.

Get Proposal Fees

Tool to list all fees for a proposal.

Get Proposals

Tool to retrieve all proposals for the account.

Get Proposal Section

Tool to fetch a single proposal section.

Get Proposal Sections

Tool to get all sections for a proposal.

Get Proposal Stats

Get proposal statistics for your Bidsketch account.

Get Section

Tool to fetch a section by ID.

Get Sections

Retrieves all reusable proposal sections saved to your Bidsketch account.

Get Templates

Retrieves all proposal templates saved in the account.

List Proposal Closing Sections

Tool to get a collection of closing sections for a proposal.

List Proposal Opening Sections

Tool to get a collection of opening sections for a proposal.

Create Fee

Tool to create a fee.

Create Proposal Fee

Tool to create a proposal fee.

Create Proposal Section

Tool to create a proposal section.

Create Section

Tool to create a section.

Create Webhook

Create a webhook subscription in Bidsketch to receive real-time notifications when specific events occur.

Update Client

Tool to update a client.

Update Fee

Tool to update a fee.

Update Proposal

Tool to update a specific proposal's details.

Update Proposal Fee

Tool to update a proposal fee.

Update Proposal Section

Tool to update a proposal section.

Update Section

Tool to update a section.

FAQ

Frequently asked questions

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

Yes, you can. Claude Cowork 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 Bidsketch tools.

Yes, absolutely. You can configure which Bidsketch 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 Bidsketch data and credentials are handled as safely as possible.

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