Better Proposals

Better Proposals (betterproposals.io). Use this skill for ANY Better Proposals request — reading, creating, and updating data. Whenever a task involves Better Proposals, use this skill instead of calling the API directly.

Operate Better Proposals through your OOMOL-connected account. This skill calls the better_proposals connector with the oo CLI; OOMOL injects credentials server-side, so you never handle raw tokens.

Category: Productivity, Communication. Exposes 20 action(s).

Running an action

Assume the user has already installed the oo CLI, signed in, and connected Better Proposals. Do not run oo auth login or open the connection URL proactively — just run the action. Fall back to First-time setup only when a command actually fails with an auth or connection error.

1. Inspect the contract to get the authoritative input/output schema before building a payload:

oo connector schema "better_proposals" --action "<action_name>"

2. Run the action with a JSON payload that matches the input schema:

oo connector run "better_proposals" --action "<action_name>" --data '<json>' --json

• --data takes a JSON object string or @path/to/file.json; omit it to send {}.
• The response is { "data": ..., "meta": { "executionId": "..." } }; the execution id lives under meta.executionId.

Each action below links to a reference file with its purpose and exact commands. Read the linked file, then fetch the live schema with oo connector schema before constructing --data.

Available actions

• get_brand_settings — Get default Better Proposals brand settings such as brand name and tax defaults.
• get_company — Get details for a single Better Proposals company by ID.
• get_currency — Get details for a single Better Proposals currency by ID.
• get_proposal — Get details for a single Better Proposals proposal by ID.
• get_proposal_count — Get the total Better Proposals proposal count for the connected account.
• get_quote — Get details for a single Better Proposals quote by ID.
• get_settings — Get current Better Proposals account settings such as tax and timezone defaults.
• get_template — Get details for a single Better Proposals template by ID.
• list_companies — List Better Proposals companies with optional pagination.
• list_currencies — List Better Proposals currencies with optional pagination.
• list_document_types — List Better Proposals document types with optional pagination.
• list_merge_tags — List Better Proposals custom merge tags with optional pagination.
• list_new_proposals — List Better Proposals proposals that are currently in the new proposal lifecycle state.
• list_opened_proposals — List Better Proposals proposals that have been opened by recipients.
• list_paid_proposals — List Better Proposals proposals that have been paid.
• list_proposals — List Better Proposals proposals with optional pagination and document type filtering.
• list_quotes — List Better Proposals quotes with optional pagination.
• list_sent_proposals — List Better Proposals proposals that have been sent to recipients.
• list_signed_proposals — List Better Proposals proposals that have been signed by recipients.
• list_templates — List Better Proposals templates with optional pagination.

Safety

• Read actions (get / list / search) are safe to run directly.
• Create, update, send, or post actions change Better Proposals state — confirm the exact payload and effect with the user before running.
• Delete or remove actions are destructive — always confirm the target and get explicit approval first.

First-time setup

These are one-time steps — do not repeat them on every call. Run a step only when a command fails for the matching reason.

• oo: command not found — install the oo CLI (other platforms: https://cli.oomol.com/install-guide.md):

  curl -fsSL https://cli.oomol.com/install.sh | bash    # macOS / Linux
  

  irm https://cli.oomol.com/install.ps1 | iex           # Windows PowerShell
  

• Not signed in / authentication error — sign in to your OOMOL account once:

  oo auth login
  

• scope_missing / credential_expired / app_not_ready / app_not_found — Better Proposals is not connected, or the connection expired or lacks a scope. Connect once (auth type: API key) at:

  https://console.oomol.com/app-connections?provider=better_proposals
  

• HTTP 402 / OOMOL_INSUFFICIENT_CREDIT — billing stop. Recharge at https://console.oomol.com/billing/token-recharge before retrying.

Resources

• Better Proposals homepage: https://betterproposals.io