Onbrdly x Claude MCP now live!

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.