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every.ai

every.ai

live Unverified (seed import) Productivity & Business 17 tools imperative implementation

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

act imperative

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

PropertyTypeRequiredDescription
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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