Offorte Logo

Offorte

Official

Integrates with Offorte's proposal management platform to enable contact management, proposal creati...

98 views
0 installs
Updated Sep 15, 2025
Not audited
Integrates with Offorte's proposal management platform to enable contact management, proposal creation and sending, and template access for streamlining sales workflows and client relationship management.
  1. Log in to your Offorte Account
    Go to https://www.offorte.com and log in with your credentials.

  2. Obtain Your Account Name

    • After logging in, locate your account name in the Offorte dashboard. This is typically shown in your account/profile section.
    • Copy this value to use as OFFORTE_ACCOUNT_NAME.
  3. Obtain Your Offorte API Key

    • Visit the Offorte API documentation's Authentication section.
    • Follow the instructions there to generate or copy your API key. This usually involves:
      • Navigating to your settings/profile.
      • Going to the API or developer settings section.
      • Generating a new API key or copying an existing one.
  4. Fill in the FastMCP Connection Interface

    • Click the “Install Now” button in FastMCP for the Offorte MCP server.
    • Enter the following values in the connection setup form:
      • OFFORTE_ACCOUNT_NAME: (Paste the account name you copied in step 2.)
      • OFFORTE_API_KEY: (Paste the API key you obtained in step 3.)
  5. Save and Test the Connection

    • Save your configuration.
    • Test the connection using the provided tools or by calling a simple endpoint (like listing users or templates) to ensure your credentials are correct.

Note: Never share your API key publicly. Store it in a secure location.

Quick Start

View on GitHub

More for Productivity

View All →

More for Automation

View All →

Report Issue

Thank you! Your issue report has been submitted successfully.