Changelog

You can now use Onbrdly directly inside Claude.

We've shipped an MCP integration, which means Claude can work with your Onbrdly account as a tool. You talk to Claude in plain English, and it builds and reads proposals in your account on your behalf.

Joe recorded a full walkthrough

Joe put together a step-by-step video showing exactly how to connect it, from generating your key through to running your first proposal through Claude. Worth watching before you set it up.

What Claude can do with your Onbrdly account

Fourteen tools are available at launch, split into two groups.

Reading your account (8 tools)

List proposals, search proposals, and get any individual proposal. Pull a proposal's outline, its pages, or the template behind it. List your proposal templates or get a specific one. Check the status of a generation in progress.

Building proposals (6 tools)

Create a proposal draft. Generate a proposal from scratch, from one of your templates, or from an outline. Prepare a proposal outline, then update it before generating the full thing.

What this looks like in practice

Paste your discovery notes into Claude and ask it to prepare an outline. Review the structure, tell it what to change, then have it generate the full proposal in your brand once you're happy.

Ask Claude to find the proposal you sent a specific client last quarter, then build a new one using the same template.

Have Claude pull your template list, pick the right one for the job, and generate a draft without you opening the builder.

You control what Claude can touch

Every tool can be set to ask for approval before it runs, or blocked entirely. Nothing happens in your account without the permissions you've set.

How to get started

Watch Joe's walkthrough above. It takes you through the whole setup, start to finish.

Onbrdly now connects to the rest of your stack.

The Integration API is live, which means you can generate proposal drafts and pull proposal data from your CRM, your automation platform, or any internal tool you already use.

What you can do with it

Generate proposal drafts from anywhere. Send through a company name, your discovery notes, and the brand style you want applied. Onbrdly builds the draft. Generate from scratch, from one of your templates, or styled to a specific brand. Drafts land in your account ready for review, so nothing reaches a client until you send it.

Access your proposals and templates programmatically. List every proposal in your account, pull metadata on any individual proposal, browse your template library, and check the status of any generation in progress.

Drop it into existing automations. Idempotency support is built in, so the same trigger firing twice will never create a duplicate proposal. It sits inside an automation and behaves predictably.

What this unlocks

A deal hits your proposal stage in the CRM, your automation fires, and a draft is generated in Onbrdly without anyone opening the builder.

A discovery call finishes, the notes get pushed through automatically, and a draft is generated while you move on to the next thing.

High-volume proposal workflows across repeat service lines run off a trigger instead of a manual build, every time, in your brand.

How to get started

Open Settings by clicking the cog icon in the left sidebar, then select the API tab. Generate your key there.

Full documentation, including every available endpoint and request format, is available in the API docs here: https://platform.onbrdly.app/api/v1/docs/

Last update we shipped Image + Text as the first block in the component library. This update adds the next 6 on top of it, plus a batch of fixes from your feedback.

Here's what's new…

Six more blocks added to the library

Alongside Image + Text, you now have:

• Box Bullets

• Bullets

• Numeric Bullets

• Graphic Bullets

• Arrow Bullets

• Bubbles

They all work the same way as Image + Text. A ready-built block, already on brand, structured for proposals. You replace the content and move on. No building layouts from scratch.

Notable fixes

• The progress bar now hides on mobile

• Fixed pricing table text colour

• Placeholders on new components were rendering as real text. Fixed

• Corrected padding parameters on the Bubbles component

• You now get a notification every time a proposal is opened, not just the first time

• Dashboard card previews are no longer framed

Why we've been making these changes

Same reason as last time.

AI proposal generation.

Every block we add to the library is another section the AI can build properly instead of falling back on a generic layout. Image + Text on its own wasn't much to work with. Seven blocks is a real starting point.

When you upload a sales call transcript, the goal is a proposal that's already on brand and already using the right block for each section. Less editing before you hit send.

More blocks going in over the coming weeks + first version of AI generation from scratch becomes available next week (sooooo excited for you to try this out 😊).

Claude MCP is built

This is the one we've been quietly working on.

Everything needed for the Claude MCP integration has now been implemented on our side. Once it's fully live, you'll be able to connect Onbrdly directly to Claude and work with your proposals from inside it.

We're putting together a walkthrough showing you exactly how to connect it. That's coming early next week.

Thanks as always for the feedback. Most of the fixes above came straight from it.