Create Accountor Login
Docs

Proposals Permissions for Connections

Part of the MountDev Ops Proposals documentation. Updated November 5, 2026

MountDev Ops Proposals documentation | Updated November 5, 2026

These are the permissions a connection can hold in Proposals. Each one is a single action. Pick only what the connection needs. A connection acts as the member who made it and never does more than that member could.

Permission idLevelWhat it doesInputs
proposals.catalogReadSee the sections library and the products and prices a proposal can usenone
proposals.createWriteStart a proposaltitle, client_name, client_email, client_company, deal, company, contact, project, copy_from
proposals.draft.saveWriteChange a proposal's draft: its sections, lines, notes, client, and datesid (required), doc (required), version
proposals.getReadSee a proposal with its versions, the client's answer, and its activityid (required)
proposals.listReadSee the proposalsstatus, q
proposals.reviseWriteStart a new version of a proposalid (required)
proposals.settings.getReadSee Proposal Settings, the payment schedule, and the signing wordingnone

See the Sections Library and the Products and Prices a Proposal Can Use

Permission proposals.catalog | Read | MCP tool proposals_catalog (action proposals.catalog)

POST /account/api/v1/actions/proposals.catalog
{}

Start a Proposal

Permission proposals.create | Write | MCP tool proposals_create (action proposals.create)

POST /account/api/v1/actions/proposals.create
{}

Change a Proposal's Draft: Its Sections, Lines, Notes, Client, and Dates

Permission proposals.draft.save | Write | MCP tool proposals_draft_save (action proposals.draft.save)

POST /account/api/v1/actions/proposals.draft.save
{"id":1,"doc":{}}

See a Proposal with Its Versions, the Client's Answer, and Its Activity

Permission proposals.get | Read | MCP tool proposals_get (action proposals.get)

POST /account/api/v1/actions/proposals.get
{"id":1}

See the Proposals

Permission proposals.list | Read | MCP tool proposals_list (action proposals.list)

POST /account/api/v1/actions/proposals.list
{}

Start a New Version of a Proposal

Permission proposals.revise | Write | MCP tool proposals_revise (action proposals.revise)

POST /account/api/v1/actions/proposals.revise
{"id":1}

See Proposal Settings, the Payment Schedule, and the Signing Wording

Permission proposals.settings.get | Read | MCP tool proposals_settings_get (action proposals.settings.get)

POST /account/api/v1/actions/proposals.settings.get
{}

Ask Us Anything

We’d love to hear from you!