# How to connect Better Proposals to Hermes Agent (paste one key, 23 tools)

> Connect Better Proposals to Hermes with ClawLink: paste your Better Proposals key once and 23 tools work from chat. No MCP server to run, nothing stored on your machine.

Web version: https://claw-link.dev/hermes/better-proposals

Most guides for giving Hermes Agent Better Proposals access start with registering your own OAuth app or pasting API keys into env files, then leave the token refresh and tool wiring to you. ClawLink gives Hermes a more practical Better Proposals setup: pair once in the browser and your always-on Hermes agent can act on Better Proposals for you, reading and doing real work on your behalf with no auth, token refresh, or tool wiring to build yourself.

## Setup

It takes three steps to connect Hermes to Better Proposals.

1. **Install ClawLink** — add the plugin to Hermes Agent once.
2. **Connect Better Proposals** — one-click OAuth in the ClawLink dashboard.
3. **Use it from chat** — ask Hermes Agent in plain English.

**Paste this into Hermes to set up ClawLink:**

> Set up ClawLink for Hermes and tell me when it's ready.
> 1. Install the plugin: `hermes plugins install ClawLink-HQ/hermes-plugin --enable`
> 2. Start pairing with `hermes clawlink begin`. It prints an approval link, so show me the link and stop, don't wait.
> 3. I'll approve it in my browser, then reply "approved".
> 4. When I say approved, finish setup: `hermes clawlink finish`
> 5. Then run `hermes clawlink test` and tell me whether ClawLink is ready.

**Alternative for any agent (no plugin needed):** if the Hermes Agent plugin route isn't available or doesn't work, any AI agent with shell access can use the ClawLink CLI instead:

```bash
npx -y @useclawlink/cli login          # sign in via browser — no API key to paste
npx -y @useclawlink/cli connect better-proposals  # connect Better Proposals (browser OAuth)
npx -y @useclawlink/cli actions better-proposals  # list available actions
npx -y @useclawlink/cli run better-proposals <action> --input '<json>'  # execute (add --confirm for writes)
```

### Install by command

The prompt above walks Hermes through this. By hand, it is four commands and a browser approval:

```bash
hermes plugins install ClawLink-HQ/hermes-plugin --enable
hermes clawlink begin    # prints an approval link — open it and approve
hermes clawlink finish   # after approving in the browser
hermes clawlink test
```

Then connect Better Proposals in the [ClawLink dashboard](https://claw-link.dev/dashboard) — paste your Better Proposals API key once.

Verify the connection by asking Hermes:

> Pull the relevant data from Better Proposals, summarize it in plain English, and point out anything that needs attention.

### Using a different agent?

The Hermes plugin is one client of ClawLink's MCP server. Claude Code, Cursor, Codex, or any agent that can run a shell command pairs with the same ClawLink account through the CLI:

```bash
npx -y @useclawlink/cli login
```

`login` opens the same browser approval and stores a credential locally. Once Better Proposals is connected in the dashboard, that agent calls the same 23 Better Proposals tools over MCP. Full setup for MCP clients and shell agents: [connect apps to any AI agent](https://claw-link.dev/learn/connect-apps-to-any-ai-agent).

## Better Proposals MCP for Hermes

Looking for a Better Proposals MCP server for Hermes Agent? ClawLink connects Better Proposals to Hermes Agent and exposes 23 Better Proposals tools your agent can call over [MCP](https://claw-link.dev/learn/what-is-an-mcp-server), with [hosted auth](https://claw-link.dev/learn/oauth-for-ai-agents) and nothing to run or maintain yourself. Using OpenClaw instead? The [OpenClaw Better Proposals integration](https://claw-link.dev/openclaw/better-proposals) works the same way.

## What the Hermes Agent Better Proposals integration can do

23 Better Proposals tools are ready for Hermes Agent once the account is connected.

### All 23 Better Proposals tools for Hermes

| Tool | What it does |
|---|---|
| **Get all companies** `better_proposals_get_all_companies` | Retrieve a paginated list of all companies |
| **Get all currencies** `better_proposals_get_all_currencies` | Retrieve a paginated list of all currencies |
| **Get all document types** `better_proposals_get_all_document_types` | Retrieve a paginated list of all document types |
| **Get all proposals** `better_proposals_get_all_proposals` | Retrieve a paginated list of all proposals |
| **Get all quotes** `better_proposals_get_all_quotes` | Retrieve a paginated list of all quotes |
| **Get all templates** `better_proposals_get_all_templates` | Retrieve a paginated list of all templates |
| **Get brand settings** `better_proposals_get_brand_settings` | Retrieve settings for the default brand |
| **Get company** `better_proposals_get_company` | Retrieve details of a specific company |
| **Get currency** `better_proposals_get_currency` | Retrieve details of a specific currency |
| **Get new proposals** `better_proposals_get_new_proposals` | Retrieve all new proposals |
| **Get opened proposals** `better_proposals_get_opened_proposals` | Retrieve all opened proposals |
| **Get paid proposals** `better_proposals_get_paid_proposals` | Retrieve all paid proposals |
| **Get proposal** `better_proposals_get_proposal` | Retrieve details of a specific proposal by ID |
| **Get proposal count** `better_proposals_get_proposal_count` | Retrieve the total count of proposals |
| **Get quote** `better_proposals_get_quote` | Retrieve details of a specific quote |
| **Get sent proposals** `better_proposals_get_sent_proposals` | Retrieve all sent proposals |
| **Get settings** `better_proposals_get_settings` | Retrieve current account settings |
| **Get signed proposals** `better_proposals_get_signed_proposals` | Retrieve all signed proposals |
| **Get template** `better_proposals_get_template` | Retrieve details of a specific template |
| **List merge tags** `better_proposals_list_merge_tags` | Retrieve custom merge tags with pagination support |
| **Create company** `better_proposals_create_company` | Create a new company |
| **Create document type** `better_proposals_create_document_type` | Create a new document type |
| **Create proposal cover** `better_proposals_create_proposal_cover` | Create a new proposal cover design |

## Example prompts

**Get All Companies**

> Pull the relevant data from Better Proposals, summarize it in plain English, and point out anything that needs attention.

**Get All Currencies**

> Pull the relevant data from Better Proposals, summarize it in plain English, and point out anything that needs attention.

**Get All Document Types**

> Pull the relevant data from Better Proposals, summarize it in plain English, and point out anything that needs attention.

**Get All Proposals**

> Pull the relevant data from Better Proposals, summarize it in plain English, and point out anything that needs attention.

## ClawLink vs. building it yourself

The alternative to ClawLink is usually manual API key setup plus your own token handling, permission troubleshooting, and tool plumbing for Hermes Agent. That is fine if you want to build and maintain the integration yourself. Most teams just want Better Proposals working from chat.

| | Manual | ClawLink |
|---|---|---|
| **Credential handling** | Collect, validate, store, and rotate the Better Proposals API key yourself, then make sure every tool call uses the right account. | Users complete the hosted ClawLink setup once and the connected Better Proposals account becomes available to the agent without you building credential management. |
| **Ongoing maintenance** | You own refresh logic, permission debugging, environment config, and every provider-specific edge case for Better Proposals. | ClawLink handles the repetitive integration plumbing so your team can focus on the workflow instead of the infrastructure. |
| **Agent usability** | You still need to expose the right Better Proposals actions to the runtime in a format your agent can reliably use. | 23 tools for Better Proposals are already exposed through ClawLink, so the agent can read and act from chat immediately. |

## ClawLink vs. Composio

Composio also exposes Better Proposals to AI agents. It is developer infrastructure: Python and TypeScript SDKs, an MCP server, and a catalog past 1,000 apps, aimed at teams shipping agent products. ClawLink is built for Hermes Agent users instead. You install the plugin once, connect Better Proposals in the browser, and the 23 tools above work from chat. There is no SDK and no config file, and the Better Proposals key you paste at setup is stored server-side rather than kept in your environment. Choosing between them? Read the full [Composio alternatives](https://claw-link.dev/hub/composio-alternatives) comparison.

### Hermes paired but still can't use Better Proposals
Pairing is a two-step handshake: run `hermes clawlink begin`, approve the link in your browser, then run `hermes clawlink finish`. If you ran finish before approving, or the approval link expired, run `hermes clawlink begin` again to get a fresh link. Confirm the plugin was installed with `--enable`, then verify with `hermes clawlink test`.

### Connection succeeds but no tools appear
Reconnect Better Proposals from the dashboard, then start a fresh chat if the runtime still has the old tool catalog loaded.

### "Tool schema not loaded yet" error when calling Better Proposals tools
Better Proposals tool schemas load on demand the first time a tool runs and are cached after that, so this error usually clears on its own: wait a few seconds and retry the same request. If every Better Proposals call keeps failing with it in a fresh chat, reconnect from the dashboard, and contact support if it still persists — that pattern points to a configuration problem on our side, not something you can fix by reconnecting again.

### Better Proposals returns 403 or "permission denied" on one action while others work
Two usual causes. The connected account may not have access to the specific workspace, inbox, store, or project in the request — check that first. If access looks right, the agent may have sent a placeholder value (like "YOUR_ID" or an example id from documentation) instead of a real one: ask it to run a list or search tool first, then retry the action with a real id from those results. Most failures at this stage are one of these two, not ClawLink bugs.

### API key setup works but results look incomplete
Double-check that the API key for Better Proposals has the right scopes or account access. A valid key can still be too limited for some reads or writes.

### Is there a Hermes Agent Better Proposals integration?
Yes. ClawLink is the fastest way to connect Hermes to Better Proposals: link your Better Proposals account once in the browser and Hermes Agent can call the Better Proposals API through 23 ready-made tools — no custom code or token handling.

### How do I connect Better Proposals to Hermes with ClawLink?
Install the plugin with `hermes plugins install ClawLink-HQ/hermes-plugin --enable`, then pair once: run `hermes clawlink begin`, approve the link in your browser, and run `hermes clawlink finish`. Connect Better Proposals in the dashboard and Hermes can use it from the next message — no config files, and the Better Proposals key you paste is stored server-side instead of in your environment.

### How long does it take to connect Better Proposals to Hermes Agent?
About two minutes. Sign in, click Connect next to Better Proposals in the dashboard, authenticate, and Hermes Agent can use it from the next chat message.

### Why use ClawLink instead of wiring Better Proposals up myself?
The alternative to ClawLink is usually manual API key setup plus your own token handling, permission troubleshooting, and tool plumbing for Hermes Agent. That is fine if you want to build and maintain the integration yourself. Most teams just want Better Proposals working from chat.

### Hermes paired but still can't use Better Proposals
Pairing is a two-step handshake: run `hermes clawlink begin`, approve the link in your browser, then run `hermes clawlink finish`. If you ran finish before approving, or the approval link expired, run `hermes clawlink begin` again to get a fresh link. Confirm the plugin was installed with `--enable`, then verify with `hermes clawlink test`.

## Related

- [Connect GitHub](https://claw-link.dev/hermes/github) — Manage repositories, issues, pull requests, and workflows
- [PagerDuty](https://claw-link.dev/hermes/pagerduty) — Manage incidents, on-call schedules, and services
- [SafetyCulture tools](https://claw-link.dev/hermes/safetyculture) — SafetyCulture (formerly iAuditor) is a workplace operations platform that enables teams to conduct digital inspections, manage audits, track issues, schedule tasks, and maintain compliance through mobile and web applications.
