How do I connect Bidsketch to Operator?

You authorize Bidsketch once from your Operator dashboard. Operator holds the connection and refreshes the access token for you, so your agent keeps working with Bidsketch without you signing in again.

Can my agent handle conversations and records in Bidsketch?

Yes. It can read and update tickets or deals, reply to people, and pull the queue back to you. Teams use it to triage what comes in, draft a first reply, and flag anything urgent, so Bidsketch is already sorted before someone picks it up.

Do I need to write code or manage Bidsketch API keys?

No code and no API keys. You authorize Bidsketch through a normal sign in and Operator handles the connection, so there is nothing to wire up or host.

Can my agent use Bidsketch together with my other apps?

Yes. The same agent reaches every app you connect, so it can move between Bidsketch and tools like Intercom, Zendesk, Gleap in one job, reading from one and acting in another without you wiring anything between them.

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Connect Bidsketch to OpenClaw on Operator.io

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.

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Automate Bidsketch with AI

Operator runs your personal agent on OpenClaw, the open source agent framework, and points it straight at Bidsketch. You message the agent on Telegram or Discord, tell it what you need in plain language, and it operates Bidsketch on its own, running actions like create client, create proposal, delete client.

Your agent reaches Bidsketch directly or through connectors like Composio MCP and Pipedream MCP, which handle the sign in and token refresh for you, so there is nothing to wire up and no API keys to paste.

What your agent can do with Bidsketch

Your agent can call any of these Bidsketch actions by name as part of a larger task. Ask for the outcome you want and it picks the right ones.

Create Client

Tool to create a client. Use when adding a new client record to Bidsketch.

Create Proposal

Tool to create a new proposal. Use when you need to create a proposal for a client with a name, description, and other details.

Delete Client

Tool to delete a client and all their proposals. Use when you want to permanently remove a client and its associated proposals from your account.

Delete Fee

Tool 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.

Delete Proposal

Tool to delete a proposal and all its content. Use after confirming the proposal ID to prevent accidental deletions.

Delete Proposal Fee

Tool to delete a proposal fee. Use when you need to remove an existing fee before finalizing or sending a proposal.

Delete Proposal Section

Tool to delete a proposal section. Use when you need to remove a section from a proposal after verifying its ID.

Delete Section

Tool to delete a section. Use when you need to permanently remove a saved section after confirming its ID.

Delete Webhook

Permanently 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 te...

Get Client

Tool to get a client by ID. Use when you need detailed client info after obtaining its ID.

Get Client Proposals

Tool to list proposals for a specific client. Use after confirming the client ID exists.

Get Clients

Tool to retrieve all clients. Use when you need to list all clients on the account.

Get Fee

Tool to get a single fee. Use when you need detailed information about a fee by its ID after confirming its existence.

Get Fees

Tool to list all the fees for the account. Use when you need to fetch every saved fee.

Get Proposal

Tool to get a proposal by ID. Use when you need detailed information for a specific proposal after obtaining its ID.

Get Proposal Content

Tool to get a proposal with all its content (sections and fees). Use when you need a full proposal in one call.

Get Proposal Fee

Tool to get a single fee item for a proposal. Use when you need detailed information about a specific fee before updating or displaying it.

Get Proposal Fees

Tool to list all fees for a proposal. Use after confirming the proposal ID exists; supports pagination.

Get Proposals

Tool to retrieve all proposals for the account. Use when you need an overview of existing proposals.

Get Proposal Section

Tool to fetch a single proposal section. Use when you need detailed information for a section after listing proposal sections.

Get Proposal Sections

Tool to get all sections for a proposal. Use when you need to list opening or closing sections by proposal ID.

Get Proposal Stats

Get 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 Section

Tool to fetch a section by ID. Use when you need detailed section information after confirming its ID.

Get Sections

Retrieves 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 ava...

Get Templates

Retrieves 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 d...

List Proposal Closing Sections

Tool 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.

List Proposal Opening Sections

Tool 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.

Create Fee

Tool 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).

Create Proposal Fee

Tool to create a proposal fee. Use after confirming the proposal exists to add a cost line item; require unit when feetype is custom.

Create Proposal Section

Tool to create a proposal section. Use after confirming a proposal exists to add a new opening or closing section.

Create Section

Tool to create a section. Use when you need to add a new section to your account before including it in proposals.

Create Webhook

Create a webhook subscription in Bidsketch to receive real-time notifications when specific events occur. Webhooks enable your application to receive immediate notifications when events happen in Bidsketch, such as when clients are creat...

Update Client

Tool to update a client. Use when you need to modify existing client records with new data.

Update Fee

Tool to update a fee. Use when you need to modify existing fee records with new data after verifying current values.

Update Proposal

Tool to update a specific proposal's details. Use after retrieving a proposal to apply changes.

Update Proposal Fee

Tool to update a proposal fee. Use when modifying specific properties of an existing fee within a proposal after verifying its existence.

Update Proposal Section

Tool to update a proposal section. Use when you need to modify the name or content of an existing section after verifying its existence.

Update Section

Tool to update a section. Use when you need to modify an existing section after confirming its ID.

How to connect Bidsketch

You authorize Bidsketch once from your dashboard. Operator holds the connection and refreshes the access tokens on its own, so your agent keeps working with Bidsketch without you signing in again. The same setup unlocks every other app your agent can reach, so you only do it once.

When you are ready, the get started guide walks through standing up your OpenClaw agent.

Common questions about Bidsketch

How do I connect Bidsketch to Operator?: You authorize Bidsketch once from your Operator dashboard. Operator holds the connection and refreshes the access token for you, so your agent keeps working with Bidsketch without you signing in again.
Can my agent handle conversations and records in Bidsketch?: Yes. It can read and update tickets or deals, reply to people, and pull the queue back to you. Teams use it to triage what comes in, draft a first reply, and flag anything urgent, so Bidsketch is already sorted before someone picks it up.
Do I need to write code or manage Bidsketch API keys?: No code and no API keys. You authorize Bidsketch through a normal sign in and Operator handles the connection, so there is nothing to wire up or host.
Can my agent use Bidsketch together with my other apps?: Yes. The same agent reaches every app you connect, so it can move between Bidsketch and tools like Intercom, Zendesk, Gleap in one job, reading from one and acting in another without you wiring anything between them.