如何將 Propovo 連接至 AI 應用程式，並設定工作區權限、審閲草稿

A useful proposal workflow needs more than a generated answer. The draft should land where the team can review it, and the connection should use the intended workspace.

This guide is written on behalf of Propovo. It covers the commercial hosted service, rather than a local server package or an open-source SDK.

1. Connect to the hosted endpoint

https://api.propovo.com/mcp

Use the maintained Propovo MCP guide for current instructions for Claude and ChatGPT. Host menus change, so keep that page open alongside your app's connection settings.

The connection uses OAuth: sign in to Propovo, select a workspace and review the requested permissions. Your AI app and workspace policy must support custom connections.

2. Choose the workspace deliberately

Before approving, check the workspace name against the project you intend to work on. A practical habit is to write down the intended workspace and task first: for example, “prepare an accessibility-review proposal in my agency workspace.”

Propovo's guide says access is limited to the approved workspace and permissions, with your existing role and plan still applying. Review the discovered tools, then start with a document lookup:

Find my latest proposal in Propovo.

Use the result to check that you are looking at the expected client or project before bringing in additional context.

3. Try a small draft with synthetic notes

For an initial exercise, use invented project details rather than a real client's notes. Here is an example prompt:

Prepare a private proposal draft in Propovo from these synthetic notes. Project: accessibility review of a five-page website. Deliverables: findings document and a review call. The client has not confirmed the timeline or budget. Keep those as open questions. Do not invent dates, prices or customer details. I will review the draft before sharing it.

The prompt makes the input and unresolved questions explicit. It does not guarantee the model will follow every instruction; that is why the next step matters.

4. Review in Propovo

Open the prepared draft in Propovo. Compare it with the supplied notes: are the deliverables accurate, are missing details still questions, and is the document ready for the intended audience?

Make corrections before sharing. Treat drafting, reviewing and sharing as separate steps. The public guide describes draft saves using content supplied by your AI app; these saves do not use Propovo AI credits.

5. Troubleshoot and manage access

If a custom connection is unavailable, check the AI app's availability and your workspace policy. If the documents are unexpected, revisit your workspace selection and approved permissions before continuing.

Manage or revoke the connection in Propovo's Integrations settings. The guide calls for reconnection after 90 days or revocation. It also distinguishes temporary context snapshots, which expire after seven days, from saved drafts in the document library.

For maintained setup instructions, use the product guide. The GitHub documentation repository provides a shorter reference, including prompt examples and troubleshooting.

Disclosure: I’m Mohit Kumar, founder of Propovo. Prepared with AI assistance for Propovo.