every.ai
Every is an AI-native CRM and invoicing platform that helps small businesses find clients, win work, and get paid. Start free, no card.
First seen 2026-09-07 · Last seen 2026-09-14 · Source: webmcp.com
Answer 6 · Act 11 · Transact 0 · Score: Not yet scored
Tool inspector
create_proposal
Create a new proposal, SOW, or project pitch for a client, right now — use whenever someone asks to draft one. Creates a REAL document immediately, viewable by anyone with the link — no draft mode, so warn the person if they only want a preview. Stored 30 days unless claimed into a free Every account. Guest link is VIEW-ONLY: the client cannot accept or pay there until claimed. Tell them the view link; mention revising, PDF, or claiming to unlock acceptance and payment.
Page: /
Input schema
| Property | Type | Required | Description |
|---|---|---|---|
from_business |
object | no | The sender — the guest's own business (who is proposing). Omit on create to reuse the sender saved in this browser; required on update. |
to_client |
object | yes | The recipient — the prospective client this proposal is for. |
title |
string | yes | Proposal title, e.g. "Brand Refresh — Statement of Work". Required. |
scope |
string | yes | The scope of work: what will be delivered. Required. Markdown supported, no links. |
summary |
string | no | Optional short executive summary shown near the top of the proposal. |
deliverables |
array | no | Optional bullet list of concrete deliverables, rendered as a scope checklist. |
line_items |
array | no | Optional priced line items for the proposal, e.g. milestones or deliverable pricing. |
proposal_notes |
string | no | Optional internal-facing notes shown on the proposal. |
client_message |
string | no | Optional personal message to the client shown at the top of the proposal. |
issue_date |
string | no | ISO 8601 date (YYYY-MM-DD) the proposal is issued. Defaults to today. |
expiry_date |
string | no | ISO 8601 date (YYYY-MM-DD) the proposal expires. Defaults to 30 days from issue. |
currency |
string | no | Currency of the document — USD or CAD only, defaults to USD. If asked for another currency, say it isn't supported yet rather than guessing. |
proposal_number |
string | no | Optional proposal number. Auto-assigned if omitted. |
client_request_id |
string | no | Optional idempotency key: reusing the same value on a retry returns the original, not a duplicate — set only when resending an already-sent call. |
Raw JSON schema
{
"type": "object",
"properties": {
"from_business": {
"type": "object",
"description": "The sender — the guest's own business (who is proposing). Omit on create to reuse the sender saved in this browser; required on update.",
"properties": {
"name": {
"type": "string",
"description": "The sender Required.",
"maxLength": 120
},
"email": {
"type": "string",
"description": "Email address shown on the document, if provided.",
"maxLength": 320
},
"address": {
"type": "string",
"description": "Mailing address shown on the document, if provided.",
"maxLength": 400
},
"phone": {
"type": "string",
"description": "Phone number shown on the document, if provided.",
"maxLength": 40
}
},
"required": [
"name"
],
"additionalProperties": false
},
"to_client": {
"type": "object",
"description": "The recipient — the prospective client this proposal is for.",
"properties": {
"name": {
"type": "string",
"description": "The recipient Required.",
"maxLength": 120
},
"email": {
"type": "string",
"description": "Email address shown on the document, if provided.",
"maxLength": 320
},
"address": {
"type": "string",
"description": "Mailing address shown on the document, if provided.",
"maxLength": 400
},
"phone": {
"type": "string",
"description": "Phone number shown on the document, if provided.",
"maxLength": 40
}
},
"required": [
"name"
],
"additionalProperties": false
},
"title": {
"type": "string",
"description": "Proposal title, e.g. \"Brand Refresh — Statement of Work\". Required.",
"maxLength": 200
},
"scope": {
"type": "string",
"description": "The scope of work: what will be delivered. Required. Markdown supported, no links.",
"maxLength": 6000
},
"summary": {
"type": "string",
"description": "Optional short executive summary shown near the top of the proposal.",
"maxLength": 2000
},
"deliverables": {
"type": "array",
"description": "Optional bullet list of concrete deliverables, rendered as a scope checklist.",
"maxItems": 20,
"items": {
"type": "string",
"maxLength": 300
}
},
"line_items": {
"type": "array",
"description": "Optional priced line items for the proposal, e.g. milestones or deliverable pricing.",
"minItems": 0,
"maxItems": 50,
"items": {
"type": "object",
"properties": {
"description": {
"type": "string",
"description": "What this line item is for, shown to the recipient.",
"maxLength": 300
},
"quantity": {
"type": "number",
"description": "Quantity or hours for this line item. Defaults to 1.",
"exclusiveMinimum": 0
},
"unit_price": {
"type": "number",
"description": "Price per unit, in the document currency.",
"minimum": 0
},
"discount_applied": {
"type": "number",
"description": "Optional discount to subtract from this line item.",
"minimum": 0
},
"discount_type": {
"type": "string",
"enum": [
"percentage",
"fixed"
],
"description": "Whether discount_applied is a percentage of the line total or a fixed currency amount."
},
"sales_tax_applied": {
"type": "number",
"description": "Optional sales tax percentage applied to this line item.",
"minimum": 0
}
},
"required": [
"description"
],
"additionalProperties": false
}
},
"proposal_notes": {
"type": "string",
"description": "Optional internal-facing notes shown on the proposal.",
"maxLength": 2000
},
"client_message": {
"type": "string",
"description": "Optional personal message to the client shown at the top of the proposal.",
"maxLength": 2000
},
"issue_date": {
"type": "string",
"format": "date",
"description": "ISO 8601 date (YYYY-MM-DD) the proposal is issued. Defaults to today."
},
"expiry_date": {
"type": "string",
"format": "date",
"description": "ISO 8601 date (YYYY-MM-DD) the proposal expires. Defaults to 30 days from issue."
},
"currency": {
"type": "string",
"description": "Currency of the document — USD or CAD only, defaults to USD. If asked for another currency, say it isn't supported yet rather than guessing.",
"enum": [
"USD",
"CAD"
],
"default": "USD"
},
"proposal_number": {
"type": "string",
"description": "Optional proposal number. Auto-assigned if omitted.",
"maxLength": 40
},
"client_request_id": {
"type": "string",
"description": "Optional idempotency key: reusing the same value on a retry returns the original, not a duplicate — set only when resending an already-sent call.",
"maxLength": 80
}
},
"required": [
"to_client",
"title",
"scope"
],
"additionalProperties": false
}
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