Better Proposals#

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.

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:

bash

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

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

bash

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 is listed below with a one-line description; actions that change state carry a [write] or [destructive] tag. Before constructing --data, fetch the action's live schema with oo connector schema to get its authoritative input fields.

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#

• Untagged actions are reads (get / list / search) — safe to run directly.
• Actions tagged [write] change Better Proposals state — confirm the exact payload and effect with the user before running.
• Actions tagged [destructive] remove or overwrite data — 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): bash

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

  powershell

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

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

  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: text

  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