# Offorte — Pipedream Connect

> Proposal software for professional, automated sales proposals

- API slug: `offorte` (use in MCP headers and tool keys)
- Auth: API key (Pipedream-managed)
- Categories: Business Management
- Website: https://www.offorte.com/
- This page (HTML): https://pipedream.com/apps/offorte
- Tools: 14 actions · 1 trigger

## Connect via MCP (recommended)

- Endpoint: `https://remote.mcp.pipedream.net/v3`
- Headers: `Authorization: Bearer <token>` · `x-pd-project-id` · `x-pd-environment` · `x-pd-external-user-id` · `x-pd-app-slug: offorte`

```ts
import { Client } from "@modelcontextprotocol/sdk/client/index.js"
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js"
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const accessToken = await pd.rawAccessToken

const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": process.env.PIPEDREAM_PROJECT_ID!,
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "offorte",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()

// e.g. run Create Contact Organisation:
const result = await mcp.callTool({
  name: "offorte-create-contact-organisation",
  arguments: {
    name: "Name",
    street: "Street",
  },
})
```

Docs: [MCP guide](https://pipedream.com/docs/connect/mcp/developers.md)

## SDK

```ts
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "offorte-create-contact-organisation",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    offorte: { authProvisionId: "apn_xxxxxxx" },
    name: "Name",
    street: "Street",
  },
})
```

Docs: [Managed auth guide](https://pipedream.com/docs/connect/managed-auth/quickstart.md) · [Tools guide](https://pipedream.com/docs/connect/components.md)

## Actions (14)

### `offorte-create-contact-organisation` — Create Contact Organisation (Write)

Create a new contact organisation in Offorte. See the documentation

Full schema: https://pipedream.com/apps/offorte/actions/create-contact-organisation.md

### `offorte-create-contact-person` — Create Contact Person (Write)

Create a new contact person in Offorte. See the documentation

Full schema: https://pipedream.com/apps/offorte/actions/create-contact-person.md

### `offorte-create-proposal` — Create Proposal (Write)

Create a new proposal in Offorte. See the documentation

Full schema: https://pipedream.com/apps/offorte/actions/create-proposal.md

### `offorte-get-contact-details` — Get Contact Details (Read-only)

Get the details of a contact in Offorte. See the documentation

Full schema: https://pipedream.com/apps/offorte/actions/get-contact-details.md

### `offorte-list-design-template-id-options` — List Design Template ID Options (Read-only)

Retrieves available options for the Design Template ID field.

Full schema: https://pipedream.com/apps/offorte/actions/list-design-template-id-options.md

### `offorte-list-email-template-id-options` — List Email Template ID Options (Read-only)

Retrieves available options for the Email Template ID field.

Full schema: https://pipedream.com/apps/offorte/actions/list-email-template-id-options.md

### `offorte-list-proposal-templates` — List Proposal Templates (Read-only)

List all proposal templates in Offorte. See the documentation

Full schema: https://pipedream.com/apps/offorte/actions/list-proposal-templates.md

### `offorte-list-proposals` — List Proposals (Read-only)

List all proposals in Offorte. See the documentation

Full schema: https://pipedream.com/apps/offorte/actions/list-proposals.md

### `offorte-list-tags-options` — List Tags Options (Read-only)

Retrieves available options for the Tags field.

Full schema: https://pipedream.com/apps/offorte/actions/list-tags-options.md

### `offorte-list-text-template-id-options` — List Text Template ID Options (Read-only)

Retrieves available options for the Text Template ID field.

Full schema: https://pipedream.com/apps/offorte/actions/list-text-template-id-options.md

### `offorte-list-users` — List Users (Read-only)

List all users in Offorte. See the documentation

Full schema: https://pipedream.com/apps/offorte/actions/list-users.md

### `offorte-search-contact-organisation` — Search Contact Organisation (Read-only)

Search for a contact organisation in Offorte. See the documentation

Full schema: https://pipedream.com/apps/offorte/actions/search-contact-organisation.md

### `offorte-search-contact-people` — Search Contact People (Read-only)

Search for a contact person in Offorte. See the documentation

Full schema: https://pipedream.com/apps/offorte/actions/search-contact-people.md

### `offorte-send-proposal` — Send Proposal (Write)

Send a proposal in Offorte. See the documentation

Full schema: https://pipedream.com/apps/offorte/actions/send-proposal.md

## Triggers (1)

### `offorte-new-event-instant` — New Event (Instant) (Instant)

Emit new event when an event is created. See the documentation

Full schema: https://pipedream.com/apps/offorte/triggers/new-event-instant.md

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- All apps: https://pipedream.com/apps — index: https://pipedream.com/llms.txt
- Pipedream docs for agents: https://pipedream.com/docs/llms.txt