Use Bidsketch from Claude
Add the Bidsketch connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorBidsketch
Bidsketch integration for Claude and Codex
Create a Bidsketch connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
Use Bidsketch from Codex
Add the Bidsketch connection to a Space that runs Codex, then use it from every channel in that Space.
Use Bidsketch from Sidekick
Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.
Finance & Accounting
What the Bidsketch connector can do
Bidsketch turns client details and pricing into polished proposals for service businesses. Connected to type.com, a sales or ops Space can have Claude add a new client record, draft a proposal, or clean up old clients and proposals that are no longer needed, with the whole team watching the thread.
One connection, many Spaces
Connect Bidsketch once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with Bidsketch in type.com
Spin up a client before a pitch
Ask the agent to create a Bidsketch client record so a proposal is ready to attach as soon as a deal moves forward.
Create a Bidsketch client for Meridian Co. and start a new proposal for their Q4 project.
Draft a proposal from a thread
Have Claude create a named proposal with a description straight from a scoping conversation, saving a manual copy-paste step.
Create a Bidsketch proposal called 'Website Redesign' for Meridian Co. based on the scope we just discussed.
Retire stale clients and fees
Delete clients, fees, or proposals that are no longer active so the account only shows current work.
Delete the Bidsketch proposal for the cancelled Harbor project and remove its unused fee.
Representative actions
- Create Client
Adds a new client record to Bidsketch, the first step before drafting a proposal for that account.
- Create Proposal
Creates a proposal with a name and description for a given client, ready to fill in sections and fees.
- Delete Client
Removes a client and all of its proposals permanently, useful when an account is closed for good.
- Delete Fee
Removes a saved fee that's no longer needed, after confirming it isn't attached to a live proposal.
- Delete Proposal
Deletes a proposal and everything in it, meant for use after the proposal ID is confirmed.
Connection
API and auth details
Bidsketch provides a v1 proposal API for adding clients, creating proposals, managing proposal sections and fees, integrating proposal creation with websites, using HTTP token authentication from account API tokens, paginating collections, handling status codes, and respecting a documented token rate limit of 100 requests per 20 seconds.
- Source
- type.com catalog metadata
- Auth schemes
- API key
- API reference
- https://github.com/Bidsketch/bidsketch-api
- Official site
- https://www.bidsketch.com/
FAQ
Questions people ask before connecting Bidsketch
Can Claude create Bidsketch proposals from type.com?
Yes. Once Bidsketch is connected to your Space, you can ask Claude to add a client, start a proposal, or clean up old records, all without leaving the thread.
How does type.com authenticate with Bidsketch?
Bidsketch uses an API key you add once to the connection. An admin generates the token from the Bidsketch account and controls which Spaces can use it.
Does Bidsketch in type.com rate-limit requests?
Bidsketch's API allows up to 100 requests every 20 seconds, so the agent paces proposal and client actions to stay within that limit during busy periods.
Is this the same as a Bidsketch MCP server?
Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
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