Tool catalog

The MCP server registers 68 tools spanning the same resources as the REST API plus a granular Propal DSL for editor content. This page is the canonical catalog. For live discovery (with the current Zod schemas), call list_propal_components and get_propal_component_schema.

The MCP server enforces organization scoping on every call. The user’s membership is re-checked from the OAuth token.

Organization

Tool	Purpose
`get_organization`	Returns id + name of the current organization.
`list_organization_members`	Lists members of the current organization.

Metrics

Tool	Purpose
`get_metrics_overview`	Top-level KPIs (proposals, conversion, revenue).
`get_metrics_pipeline`	Pipeline stages and value distribution.
`get_metrics_conversion`	Conversion rates by stage.
`get_metrics_sales`	Sales totals by period (`weekly` / `monthly` / `yearly`).
`get_metrics_team_performance`	Per-member performance.
`get_metrics_proposal_timing`	Time-to-send / time-to-sign breakdowns.
`get_metrics_rejection_reasons`	Aggregated rejection reasons.

Themes (CRUD)

Tool	Purpose
`list_themes`, `get_theme`	Read themes available to the org.
`create_theme`	Advanced mode — full `colors` + `section_styles` control.
`update_theme`	Advanced patch — replace any field.
`delete_theme`	Removes a theme (forbidden if used by a proposal).

Theming (workflow)

Tool	Purpose
`list_design_presets`	Catalog of ~25 stock presets (matcha, ocean, ink, …).
`create_theme_from_preset`	Snapshots a preset into a persistent theme.
`generate_theme_from_palette`	Smart mode — generates a full theme from `{ page_bg, accent, section_bgs? }` with WCAG warnings.
`update_theme_section_style`	Patches a single slot in `section_styles[]` without rewriting the whole array.
`validate_palette`	Returns WCAG warnings for a palette without persisting.
`apply_theme_to_proposal`	Sets `proposal.theme_id`.
`detach_theme_from_proposal`	Clears `theme_id`; optionally snapshots the resolved style first so the look is preserved.
`get_proposal_resolved_style`	Returns the final `IProposalStyle` applied to a proposal (theme → proposal_style → defaults).
`set_proposal_section_attrs`	Patches a section’s attrs (`section_style`, `theme`, `background_image`) by index.

See theming for the full workflow.

Catalog

Tool	Purpose
`list_catalog_items`, `get_catalog_item`	Read products/items.
`create_catalog_item`, `update_catalog_item`, `delete_catalog_item`	Mutate items.
`list_bundles`, `get_bundle`, `delete_bundle`	Manage bundles.

Templates

Tool	Purpose
`list_templates`, `get_template`	Read proposal templates.
`create_template_from_proposal`	Snapshot a proposal into a reusable template.
`delete_template`	Removes a template.

Leads

Tool	Purpose
`list_leads`, `get_lead`	Read contacts.
`create_lead`, `update_lead`, `delete_lead`	Mutate contacts.
`list_lead_proposals`	Returns the proposals attached to a lead.

Media

Tool	Purpose
`list_media_files`, `get_media_file`	Read uploaded assets.
`create_media_upload_url`	Returns a signed URL — clients upload directly to storage.
`delete_media_file`	Removes an asset.
`list_media_folders`, `create_media_folder`, `delete_media_folder`	Folder structure.

Proposals (metadata)

Tool	Purpose
`list_proposals`, `get_proposal`	Read proposals (filtered by status / lead / archived).
`create_proposal`	Creates blank or from a template.
`update_proposal`	Patches metadata (title, slug, language, theme_id, sign/payment toggles).
`delete_proposal`	Soft-deletes.
`publish_proposal`, `unpublish_proposal`	Toggles `page_status`.
`duplicate_proposal`	Clones a proposal.
`get_proposal_signature`	Reads the signature on a signed proposal.
`list_proposal_revision_requests`	Reads pending revisions.

Components — Propal DSL

Tool	Purpose
`list_propal_components`	Live catalog of DSL components + structural rules.
`get_propal_component_schema`	Detailed schema of a single component (props, enums, constraints).
`validate_propal_component_tree`	Validates a tree without writing.
`append_propal_component_tree_to_proposal`	Validates → assembles → atomically appends sections.

See components DSL for the grammar.

Editing

Tool	Purpose
`get_proposal_tree`	Returns the document mapped to DSL (best-effort).
`insert_section_at_index`	Inserts BEFORE `index`.
`update_section_at_index`	Replaces 1 item by N sections.
`delete_section_at_index`	Removes a root item.
`reorder_sections`	Permutation of indices.
`find_and_replace_in_proposal`	Literal text replace, optional case-sensitive / whole-word.

See editing for the full workflow including concurrency semantics.

Discovering tools at runtime

Most clients list tools automatically when they connect. To inspect the catalog yourself, use the MCP Inspector:

npx @modelcontextprotocol/inspector https://api.propal.io/v1/mcp

Each tool exposes:

title — short human-readable name
description — when to use it, structural rules, return shape
inputSchema — Zod-derived JSON Schema (clients use this to validate their own input before calling)

For the components DSL specifically, the descriptions and rules are accessed via the list_propal_components tool — they live in code as the source of truth.

Overview

Reference

Organization

Metrics

Themes (CRUD)

Theming (workflow)

Catalog

Templates

Leads

Media

Proposals (metadata)

Components — Propal DSL

Editing

Discovering tools at runtime

​Organization

​Metrics

​Themes (CRUD)

​Theming (workflow)

​Catalog

​Templates

​Leads

​Media

​Proposals (metadata)

​Components — Propal DSL

​Editing

​Discovering tools at runtime

Organization

Metrics

Themes (CRUD)

Theming (workflow)

Catalog

Templates

Leads

Media

Proposals (metadata)

Components — Propal DSL

Editing

Discovering tools at runtime