Nusii Now Works With Claude: Draft Proposals by Just Asking

Michael Koper
2 min read
In a chat, Claude is asked: "Draft a proposal for Acme from our Website Redesign template, with 20 design hours at €90." Claude uses the Nusii tools Templates list, Clients search, Create proposal from template and Update line items. A draft called Acme website redesign appears in Nusii with an introduction, our approach, the scope of work, the investment and the terms, and Visual design changes to 20 hours at €90. Then Claude is asked: "Add 21% VAT." Claude uses Set proposal taxes, and the total becomes €9.196,00, including €1.596,00 VAT. Claude says the draft is ready and that it hasn't sent anything. The draft waits in Nusii until you review it and click Send Proposal yourself.
You ask Claude. Claude drafts in Nusii. You review and send.

What you can ask Claude

Talk to Claude the way you’d brief a colleague. A few things our customers ask:

Know where you stand

  • “How many proposals did we win last quarter, and what was our conversion rate?”
  • “Which proposals for Globex are still pending?”

Draft in seconds

  • “Draft a proposal for Acme from our Website Redesign template, with 20 design hours at €90.”
  • “Create a proposal for Studio Norte with an introduction, a scope of work and a pricing section.”

Polish the draft

  • “Add a Timeline section after the introduction.”
  • “Show the pricing of my latest proposal and add 21% VAT.”
  • “Set that draft to expire at the end of the month, and ask for a 30% deposit.”

Claude works with your own templates, clients, taxes and prices, so the draft reads like one you wrote yourself. It just gets there a lot faster.

How to connect Nusii to Claude

  1. Open the Nusii connector in Claude’s directory, or go to Settings → Connectors → Browse connectors in Claude and search for “Nusii”.
  2. Click Connect, sign in with your normal Nusii login and approve access.
  3. Start a chat and ask away.

That’s it. Our step-by-step guide has all the details, including what to do if your company uses Claude Team or Claude Enterprise.

You stay in control

We built this so you can hand Claude the busywork without handing over the keys:

  • Claude never sends anything. It creates and edits drafts. You review them and send them from Nusii, like always.
  • Accepted proposals are locked. Once a client signs, Claude can’t change a thing.
  • It only sees what you see. Access follows your Nusii role, so a team member on the Sales role only sees their own proposals.
  • Owners and admins keep the overview. Switch AI access on or off per team member, see every connected assistant, revoke any connection instantly, and check every request in the MCP log under Settings → API.

Not using Claude?

The same connection works with ChatGPT, Claude Code, Codex, the Gemini CLI, Microsoft Copilot Studio and any other app that supports the Model Context Protocol (MCP). The guide shows how to connect each of them.

Included in your plan

There’s nothing extra to pay: the connector is included with every Nusii subscription, with no add-ons and no per-request fees. Nusii never sends your data to an AI provider on its own. Your assistant only reads from your account when you ask it to. The details are in our privacy policy.

Give it a try and tell us what you think. We’d love to hear what you ask Claude to do. Write to us at support@nusii.com.

About the author

Michael Koper

Michael Koper

Michael is the founder of Nusii. He writes about proposals, freelancing, and running a creative business.

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