Send proposals from Claude.
Discovery call ends; ask Claude to draft a proposal from the deal notes. It pulls every relevant detail through the MCP, drafts in your voice, shows you the preview, and only sends when you confirm. Beats the open-three-tabs workflow by an order of magnitude.
What it looks like in your agent
You
"Draft a proposal for the Beacon Hill deal based on yesterday's discovery notes. Same structure as the last three I sent. Show me the preview, send it once I confirm."
Claude / ChatGPT
Calls oh360_get_deal, oh360_list_proposals, oh360_get_proposal, oh360_send_proposal on your OneHub360 account, returns the answer.
Context comes free
Claude reads the deal, the linked contact, recent emails, prior proposals. You don't paste anything into the chat — the MCP fetches it.
Confirm-gated send
oh360_send_proposal refuses without confirm:true. The proposal email never goes to the customer until you explicitly approve in the chat.
Status syncs back
When the client opens the proposal, your audit log records the viewedAt timestamp. Ask Claude later — it knows whether they've looked.
MCP tools this uses
Every call is plan-tier-filtered, tenant-scoped, and audit-logged.
oh360_get_dealDeal title, value, stage, linked contact.oh360_list_proposalsCheck prior proposals for this deal/contact.oh360_get_proposalFull proposal content for cloning or referencing.oh360_send_proposalDESTRUCTIVE — requires confirm:true.
Other ways to run OneHub360 with AI
Each use case targets a specific workflow. The hosted MCP is the same — only the prompt changes.