Every action below is available as an MCP tool and a verb in Cerebral OS — callable from any AI agent, Claude, Cursor, Windsurf, or your own runtime via the BYOA API. All executions are governed, audited, and dry-run safe.
Create Client
offorte:create_client
Create a new client in Offorte.
Write
Medium risk
Create Proposal
offorte:create_proposal
Create a new proposal for a client.
Write
Medium risk
Delete Client
offorte:delete_client
Delete a client permanently. WARNING: This may affect associated proposals.
Write
High risk
Delete Proposal
offorte:delete_proposal
Delete a proposal permanently. WARNING: This action cannot be undone.
Write
High risk
Duplicate Proposal
offorte:duplicate_proposal
Create a duplicate of an existing proposal.
Write
Medium risk
Get Client
offorte:get_client
Fetch a single client by ID with contact details.
Read
Low risk
Get Proposal
offorte:get_proposal
Fetch a single proposal by ID with all details including status and content.
Read
Low risk
Get Proposal Analytics
offorte:get_proposal_analytics
Get analytics data for a specific proposal (views, time spent, etc.).
Read
Low risk
List Clients
offorte:list_clients
List clients with optional search and pagination.
Read
Low risk
List Proposals
offorte:list_proposals
List proposals with optional filtering and pagination.
Read
Low risk
List Templates
offorte:list_templates
List available proposal templates.
Read
Low risk
Send Proposal
offorte:send_proposal
Send a proposal to the client via email.
Write
Medium risk
Update Client
offorte:update_client
Update an existing client's information.
Write
Medium risk
Update Proposal
offorte:update_proposal
Update an existing proposal's details.
Write
Medium risk