Nusii proposals

Proposal software that both you and your clients will love. Stop fighting with Word, InDesign and PDF's. Create beautiful proposals in less time, every time with Nusii.

29 actions Integration catalog
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01 · WHAT THE AGENT CAN DO

Actions

Every capability is a discrete, logged action the agent calls by name — scoped to what you authorize and recorded in the run trace.

Archive ProposalNUSII_PROPOSALS_ARCHIVE_PROPOSAL
Tool to archive a specific proposal in Nusii. Use when you need to archive a proposal that is no longer active.
Create ClientNUSII_PROPOSALS_CREATE_CLIENT
Tool to create a new client in Nusii Proposals. Use when you need to add a client with their contact and business details. Returns the created client's information including unique identifier.
Create Line ItemNUSII_PROPOSALS_CREATE_LINE_ITEM
Tool to create a line item within a proposal section. Use when you need to add a cost item to a specific section of a proposal.
Create ProposalNUSII_PROPOSALS_CREATE_PROPOSAL
Tool to create a new proposal in Nusii. Use when you need to initialize a proposal with title, client information, and optional configuration settings.
Create SectionNUSII_PROPOSALS_CREATE_SECTION
Tool to create a section for a proposal or template in Nusii Proposals. Use when you need to add a new section to a proposal or template.
Create Webhook EndpointNUSII_PROPOSALS_CREATE_WEBHOOK_ENDPOINT
Tool to create a webhook endpoint to subscribe to Nusii events. Use when you need to register a new webhook for receiving event notifications.
Delete a clientNUSII_PROPOSALS_DELETE_CLIENT
Tool to delete a specific client from Nusii account. Use when you need to permanently remove a client record.
Delete Line ItemNUSII_PROPOSALS_DELETE_LINE_ITEM
Tool to delete a line item from Nusii. Use when you need to remove a specific line item by its ID.
Delete a proposalNUSII_PROPOSALS_DELETE_PROPOSAL
Tool to delete a proposal from the system. Use when you need to permanently remove a proposal by its ID.
Delete a sectionNUSII_PROPOSALS_DELETE_SECTION
Tool to delete a specific section from Nusii. Use when you need to remove a section from a proposal. Returns the deleted section data for confirmation purposes.
Delete Webhook EndpointNUSII_PROPOSALS_DELETE_WEBHOOK_ENDPOINT
Tool to delete a specific webhook endpoint from the system. Use when you need to remove a webhook endpoint.
Get Account MeNUSII_PROPOSALS_GET_ACCOUNT_ME
Tool to retrieve authenticated user's personal account information and settings. Use to get current account details including company info, currency, locale, and contact information.
Get ClientNUSII_PROPOSALS_GET_CLIENT
Tool to retrieve a single client from Nusii using their unique identifier. Use when you need to fetch detailed information about a specific client including contact details, business information, and preferences.
Get ProposalNUSII_PROPOSALS_GET_PROPOSAL
Tool to retrieve a single proposal with complete details and sections. Use when you need to fetch detailed information about a specific proposal.
Get SectionNUSII_PROPOSALS_GET_SECTION
Tool to retrieve a single section from a proposal or template in Nusii. Use when you need detailed information about a specific section including title, content, pricing, and metadata.
Get Webhook EndpointNUSII_PROPOSALS_GET_WEBHOOK_ENDPOINT
Tool to retrieve a single webhook endpoint configuration. Use when you need to get details about a specific webhook endpoint including its target URL and subscribed events.
List ClientsNUSII_PROPOSALS_LIST_CLIENTS
Tool to retrieve all clients associated with the account. Use when you need to list or browse clients with pagination support.
List Line ItemsNUSII_PROPOSALS_LIST_LINE_ITEMS
Tool to retrieve all line items from Nusii Proposals with pagination support. Use when you need to list or browse line items in proposals.
List Proposal ActivitiesNUSII_PROPOSALS_LIST_PROPOSAL_ACTIVITIES
Tool to retrieve all proposal activities with optional filtering by proposal or client ID. Use when you need to track interactions with proposals such as views, sends, or acceptances. Supports pagination via page and per parameters.
List ProposalsNUSII_PROPOSALS_LIST_PROPOSALS
Tool to retrieve all proposals from your Nusii account with pagination and filtering options. Use when you need to browse proposals or filter by status.
List Section Line ItemsNUSII_PROPOSALS_LIST_SECTION_LINE_ITEMS
Tool to retrieve all line items from a specific section. Use when you need to get details about line items including pricing, quantities, and cost types within a section. Note: This endpoint does not support pagination.
List SectionsNUSII_PROPOSALS_LIST_SECTIONS
Tool to retrieve all sections with optional filtering for proposals or templates. Use when you need to list sections or filter by proposal_id or template_id.
List ThemesNUSII_PROPOSALS_LIST_THEMES
Tool to retrieve all available themes for proposals in Nusii. Use when you need to browse available theme options or select a theme for a proposal.
List UsersNUSII_PROPOSALS_LIST_USERS
Tool to retrieve all users in paginated format. Use when you need to list users in the Nusii system. Supports pagination via page and per parameters.
List Webhook EndpointsNUSII_PROPOSALS_LIST_WEBHOOK_ENDPOINTS
Tool to retrieve all webhook endpoints configured for your Nusii account. Use when you need to view all configured webhook subscriptions. Supports pagination via page and per parameters.
Update ClientNUSII_PROPOSALS_UPDATE_CLIENT
Tool to update an existing client's information in Nusii. Use when you need to modify client details such as contact information, business details, or preferences.
Update Line ItemNUSII_PROPOSALS_UPDATE_LINE_ITEM
Tool to update an existing line item in Nusii proposals. Use when modifying line item details such as name, amount, cost type, or position. All update parameters are optional - only include the fields you want to change.
Update ProposalNUSII_PROPOSALS_UPDATE_PROPOSAL
Tool to update an existing proposal in Nusii. Use when you need to modify proposal details like title, client, expiration date, or display settings.
Update SectionNUSII_PROPOSALS_UPDATE_SECTION
Tool to update an existing section in a proposal or template. Use when you need to modify section content, settings, or display properties.