AI Agent Integration
Build Proposals with Claude, ChatGPT & Any AI Agent
Connect Smart Pricing Table to your favorite AI agent through our MCP server. Create, edit, and manage proposals straight from your assistant.
…or any agent that connects to our MCP server
What you can do with your AI agent
Once Smart Pricing Table is connected, your AI agent can handle the busywork of building and managing proposals.
Create proposals
Ask your AI agent to draft a full proposal from a prompt, a call transcript, or your discovery notes — then open it in Smart Pricing Table.
Edit proposals
Adjust pricing, swap line items, and refine scope just by asking — your agent makes the change right inside Smart Pricing Table.
Manage your library
Add, update, and organize the reusable line items, groups, and templates that power every future proposal.
Reuse past work
Have your agent pull templates and line items from proposals you've already built so new ones come together in minutes.
Turn calls into proposals
Paste a meeting transcript or AI notetaker summary and let your agent turn it into a scoped, priced proposal in seconds.
Stay accurate & on-brand
Because your agent builds on your real line items and pricing, every draft stays accurate and on-brand — not generic AI slop.
How it works
Connected through MCP, ready in minutes
Smart Pricing Table exposes a secure MCP (Model Context Protocol) server, so AI agents can work with your proposals directly.
Connect your agent
Point Claude, ChatGPT, or any MCP-compatible agent at the Smart Pricing Table MCP server.
Ask in plain language
Tell your agent what you need — a new proposal, a pricing change, a saved template.
Review and send
Open the proposal in Smart Pricing Table, make any final tweaks, and send it to your client.
Just ask. Here are a few examples.
Talk to your AI agent the way you already do — it handles the rest in Smart Pricing Table.
“Draft a proposal for a $6k website redesign with monthly SEO at $1,500.”
“Add an optional social media management add-on at $800/month.”
“Turn this discovery call transcript into a scoped proposal.”
“Save this pricing group to my library as ‘Local SEO Starter’.”
“Build a new proposal from the template I used for Acme Co.”
“Bump every line item in this proposal by 10% and add sales tax.”
Frequently asked questions
Can I connect Smart Pricing Table to Claude or ChatGPT?
Yes. Smart Pricing Table provides an MCP (Model Context Protocol) server that connects directly to Claude and ChatGPT. Once connected, your AI agent can create proposals, edit pricing and line items, and manage your reusable library — all from a normal chat.
What is an MCP server and why does it matter?
MCP (Model Context Protocol) is an open standard that lets AI agents securely connect to outside tools. Because Smart Pricing Table exposes an MCP server, any AI agent that supports MCP — including Claude and ChatGPT — can work with your proposals directly, without copy and paste.
Does it only work with Claude and ChatGPT?
No. Claude and ChatGPT are the most popular options, but the integration works with any AI agent that can connect to our MCP server. If your assistant supports MCP, it can work with Smart Pricing Table.
Should I use Claude or ChatGPT?
Either one works great. Claude and ChatGPT both connect through the same MCP server, so you can pick whichever you prefer — or switch between them at any time. Any other AI agent that supports MCP works too.
Which plans include the AI agent integration?
Claude + ChatGPT integration is available on the Team and Business plans. See the pricing page for details, or reach out and we'll help you get connected.
Put your AI agent to work on proposals
Connect Claude, ChatGPT, or any MCP-compatible agent to Smart Pricing Table and let it handle the busywork.