Proposal.biz

Tools provided

Tools the agent exposes — your AI client calls them automatically when it needs them.

• initialize_chat — Initialize this Proposal.biz chat from the user's first message. Call exactly once at the start of a new conversation, before other tools. Do not call again in this chat, and do not call when starting another document in the same chat. Pass a short paraphrase of the first ask, with no names, emails, or URLs.

  Read-only

  runs when your client calls it …ran · ✓ done
• create_proposal — Create a new proposal from plain Markdown content. Provide the approved content as standard Markdown text (headings, paragraphs, lists, tables) and a short brief; the platform designs the pages, layout, images, and charts. Do not send JSON, HTML, page markers, or pre-structured page objects. Call check_website before drafting, after initialize_chat has been called in this conversation. If the workspace still has no website, the result shows a card where the user can add one or skip; the card the

  Can change dataopen internet

  runs when your client calls it …ran · ✓ done
• check_website — Check whether the workspace has the user's own website. Call after initialize_chat, before drafting each new document. Continue with the document for every status. If status is missing, do not ask for the website in chat and do not call set_website: when you call create_proposal, its card lets the user add their website or skip, and the card creates the document.

  Read-only

  runs when your client calls it …ran · ✓ done
• set_website — Save the user's own website for the workspace. Call this only when the user types their website in chat (pass websiteUrl) or declines it in chat (pass skip: true); never call it just to check, use check_website for that. If status is missing, a card asks the user for their website (logo, colors, company details, and reusable service descriptions come from it) with a Skip option; let the card speak for itself and wait without sending a separate chat reply. If the user says they added or skipped i

  Can change dataopen internet

  runs when your client calls it …ran · ✓ done
• get_card_state — Used only by the Proposal.biz card to restore its state after a chat reload. Never call this yourself.

  Read-only

  runs when your client calls it …ran · ✓ done
• list_documents — List documents in the connected workspace that this user can open. Owners see every non-deleted document, including those in folders. Members see documents they created or collaborate on. Returns id, title, status, render type, last updated time, and a builder edit URL. Optional title search, status, and render type filters. Does not return document body.

  Read-only

  runs when your client calls it …ran · ✓ done
• get_profile — Get the connected Proposal.Biz profile: a stable account id, display name, email, and workspace name

  Read-only

  runs when your client calls it …ran · ✓ done