Offorte MCP

How to Install and Use Offorte MCP

Offorte MCP is a server that helps you create and send proposals using AI. It connects AI tools with Offorte’s proposal system, making it easier to automate sending proposals. This guide will take you through how to install and run Offorte MCP step-by-step, with simple examples.

Step 1: Prepare Your Environment

Before installing Offorte MCP, make sure you have some things ready. These are important to get it working smoothly.

You will need:

• Node.js installed on your computer (tested with version 20.x.x).
• An Offorte API key from your Offorte account.
• PNPM package manager for installing the project dependencies.
• Optionally, you can choose how the server communicates using TRANSPORT_TYPE: leave it unset to use the default stdio, or set it to sse to enable Server-Sent Events.

Once you have these ready, you can move to the next step.

Step 2: Get the Offorte MCP Server Code

The easiest way to start is to clone the project from GitHub. This gets you all the code you need on your computer.

Open your command line and run these commands one by one:

git clone https://github.com/offorte/offorte-mcp-server.git
cd offorte-mcp-server
pnpm install

• The first command downloads the project.
• The second moves into the project folder.
• The third installs all required dependencies using PNPM.

Now your environment is prepared for running the server.

Step 3: Set Up Your API Key

To connect Offorte MCP with your Offorte account, you must provide your account name and API key as environment variables.

Create a file called .env in the project root and add these lines, replacing the placeholders with your actual details:

OFFORTE_ACCOUNT_NAME=your_account_name_here
OFFORTE_API_KEY=your_api_key_here

This step ensures the server can authenticate with the Offorte API to create and send proposals.

Step 4: Start the Offorte MCP Server

With everything ready, you can start the server.

Run this command in your project folder:

pnpm dev

This will launch the development server locally. You should see messages showing it is running and connected.

If you want to run the server in production mode, build it first and then start:

pnpm build
pnpm start

Step 5: Use Offorte MCP with AI Tools

Offorte MCP works with AI clients like Claude Desktop. Here’s how you set it up for Claude Desktop using the NPX method (runs directly from npm):

Create or edit your claude_desktop_config.json file and add this section:

{
  "mcpServers": {
    "offorte-proposals": {
      "command": "npx",
      "args": ["-y", "@offorte/mcp-server"],
      "env": {
        "OFFORTE_ACCOUNT_NAME": "<YOUR_ACCOUNT_NAME>",
        "OFFORTE_API_KEY": "<YOUR_TOKEN>"
      }
    }
  }
}

Replace <YOUR_ACCOUNT_NAME> and <YOUR_TOKEN> with your real account name and API key.

Summary

To install and use Offorte MCP:

1. Prepare your environment with Node.js, PNPM, and an API key.
2. Clone the server code and install dependencies.
3. Set your API credentials in a .env file.
4. Start the server using pnpm dev or the build/start commands.
5. Configure your AI client like Claude Desktop to use the server.

Following these steps lets you connect AI models to Offorte proposals seamlessly using Offorte MCP.