Tool to create a new company. Use after confirming the company does not already exist.

Tool to create a new document type. Use after confirming the desired type name does not already exist.

Tool to create a new proposal cover design. Use when you need a custom cover design before sending out a proposal. Use after finalizing cover settings.

Tool to retrieve a paginated list of all companies. Use when listing available companies for display or selection.

Tool to retrieve a paginated list of all currencies. Use when listing available currency options before selection.

Tool to retrieve a paginated list of all document types. Use when you need to display or select a document type ID.

Tool to retrieve a paginated list of all proposals. Use when you need to fetch proposals list after validating credentials.

Tool to retrieve a paginated list of all quotes. Use after setting pagination parameters.

Tool to retrieve a paginated list of all templates. Use when you need to list available templates for selection.

Tool to retrieve settings for the default brand. Use when you need default-brand configuration (colors, tax, name, etc.) before creating or customizing documents.

Tool to retrieve details of a specific company. Use when you need company metadata by ID.

Tool to retrieve details of a specific currency. Use when you need currency metadata by ID.

Tool to retrieve all new proposals. Use after validating credentials when you need only newly created proposals.

Tool to retrieve all opened proposals. Use when you need proposals that recipients have opened.

Tool to retrieve all paid proposals. Use when you need to list proposals that have been paid.

Tool to retrieve details of a specific proposal by ID. Use when you need complete proposal metadata and content.

Tool to retrieve the total count of proposals. Use when you need to know how many proposals exist.

Tool to retrieve details of a specific quote. Use when you need full quote data by ID.

Tool to retrieve all sent proposals. Use after dispatching proposals to clients to list them.

Tool to retrieve current account settings. Use when you need default currency, tax, and timezone configuration before creating proposals.

Tool to retrieve all signed proposals. Use when you need to list proposals clients have signed after confirming credentials.

Tool to retrieve details of a specific template. Use after selecting the template ID to fetch metadata.

Tool to retrieve custom merge tags with pagination support. Use when you need to list available merge tags for templates.