QuoteToYes
Use QuoteToYes from your AI assistant
Everything you can do in the web app you can do from Claude or any client that supports remote MCP servers.
Connect
- In your AI app, add a custom connector (remote MCP server) with this URL:
https://quotetoyes.jenblat.com/mcp - Sign in with Google when asked. If you do not have an account yet, this creates one.
- Ask for what you need: "Draft a proposal for Acme from these call notes, three tiers, sign by Friday."
Teammates connect as themselves. Admins can manage the whole account; members can manage their own proposals. Calls are limited to 60 a minute per account.
Tools
| Tool | What it does | Changes data? |
|---|---|---|
account_info | Your account, plan, storage used, team, custom domain status and footer status. | No |
set_brand | Admins only. Set colors (#rrggbb), font (system, serif, rounded, mono), logo or cover image from an https link, custom CSS, sender name, account name or time zone. | Yes |
connect_domain | Admins only. Start connecting one custom domain (a subdomain you own) and get the DNS record to add, or call with no hostname to check status. | Yes |
invite_member | Admins only. Invite someone by email as admin or member. Returns the invite link. | Yes |
set_role | Admins only. Make a teammate an admin or a member. | Yes |
remove_member | Admins only. Remove someone from the team. Their proposals move to you. | Yes, can remove |
list_templates | Templates and the block catalog. Every proposal is a stack of typed blocks; cover, pricing, terms and signature are required. | No |
list_proposals | Your proposals (admins see the whole account), newest first. Filter by stage. | No |
get_proposal | Full proposal with block ids, block content and pricing. Use the block ids with edit_block, move_block and hide_block. | No |
create_proposal | Create a proposal from a template, or draft one from call notes, a transcript, an email thread or a one line request (put it in source). | Yes |
edit_block | Change a block title, content (data fields are merged), style, or hidden flag. The block keeps its type. | Yes |
add_block | Add a block. type must be one of: about, situation, plan, proof, video, guarantee, timeline, faq, signby, appendix, custom. A custom block must set acts_like to one of: about, situation, plan, proof, video, guarantee, timeline, faq, signby, appendix. | Yes |
move_block | Move a block to a new position (0 based). Cover stays first and the signature block stays last. | Yes |
hide_block | Hide a block from the client (or show it again). Required blocks cannot be hidden. | Yes |
remove_block | Delete an optional block. Required blocks cannot be removed. | Yes, can remove |
update_proposal | Change the title, client details, consumer flag, industry, service type or reminder setting. | Yes |
set_pricing | Set options (tiers), add ons, discounts, term and the sign by date. Prices are numbers in the proposal currency. Lists you pass replace the current list; omit a list to keep it. Totals are calculated by the server. | Yes |
preview | A screenshot and a link to preview the proposal exactly as the client will see it (link valid for one hour), with an outline and the default total. Set device to mobile for a phone sized screenshot. | No |
share_proposal | Turn on the private link and get it. Optionally returns a ready to send email draft. Reminders go out at 24 and 72 hours if unopened (unless turned off). | Yes |
revoke_share | Turn off the private link. The client sees a not available page. | Yes, can remove |
proposal_status | Opens, viewers, time per block, pricing views, the last total the client picked, questions and whether it is signed. Link scanners are excluded. | No |
pipeline | Open proposals by stage with totals, and what needs attention today. | No |
answer_question | Reply to a question a client asked on the proposal page. The client gets the answer by email. | Yes |
log_outcome | Mark a proposal won, lost (with a reason: price, timing, chose_someone_else, no_decision, other) or still open. | Yes |
get_tips | Draft checks for a proposal, plus category defaults when the learning layer has enough data across accounts. | No |
notifications | Alerts for you: first opens, new viewers, questions, sign page reached, signed, outcome asks, shipped feature requests. | Yes |
request_feature | Send a feature request to the public board. Similar requests are merged and counted. | Yes |
referrals | Your referral link, how many referrals counted, and the next perk. | No |
Block catalog
Every proposal is a stack of typed blocks. Cover, Pricing, Terms and Sign are required.
| Type | Required | What we measure |
|---|---|---|
cover | Yes | first open, device, time to first scroll |
about | No | seconds read, skipped |
situation | No | seconds read, scroll depth, revisits |
plan | No | seconds read, revisits |
proof | No | seconds read, items opened |
video | No | play, seconds watched |
pricing | Yes | tiers hovered, tier picked, add ons toggled, quantities, pricing reopened, total chosen |
guarantee | No | seconds read, before or after pricing |
timeline | No | seconds read |
faq | No | questions opened |
signby | No | days given, viewed after expiry, extension requests |
terms | Yes | seconds read, opened before signing |
signature | Yes | time on page, abandoned or signed, code resent |
appendix | No | items opened |
custom | No | same as the type it picks |