ProposalForge

Proposal & Invoice Automation

An OpenClaw agent that drafts proposals from meeting notes or email threads, generates invoices with payment tracking, sends overdue payment reminders, and delivers monthly revenue reports with MRR and churn signals.

Install

tinkerclaw install proposalforge

Requires the TinkerClaw CLI. Install guide →

What it does

Draft proposals from meeting notes or email threads

Smart invoice generation with payment tracking

Overdue payment reminder drafts

Monthly revenue reporting with MRR/churn signals

Skills (4)

Installed into your agent's workspace

proposalforge-draft

Draft a professional proposal from meeting notes or a brief

Trigger phrases

draft proposalwrite a proposalcreate proposal for clientproposal from notes

proposalforge-invoice

Generate an invoice for a client

Trigger phrases

create invoicegenerate invoicebill this clientinvoice for project

proposalforge-reminder

Check for overdue invoices and draft payment reminders

Trigger phrases

check overdue invoiceswho owes me moneysend payment reminderoverdue payments

proposalforge-revenue

Generate a revenue report with MRR, churn, and accounts receivable analysis

Trigger phrases

revenue reportshow me MRRhow much am I makingchurn analysisAR aging

Automations (2)

ProposalForge — Weekly Overdue Invoice Check

enabled

10:00 AM · every Mon (UTC)

cron: 0 10 * * 1 · tz: Etc/UTC

What the agent does on this trigger

Run proposalforge-reminder as a weekly overdue check. Scan all invoices for overdue payments, cross-reference with Stripe if configured, and draft reminder emails for each overdue invoice. Present reminders for approval — do not send. Include total outstanding AR.

ProposalForge — Monthly Revenue Report

enabled

09:00 AM · day 1 each month (UTC)

cron: 0 9 1 * * · tz: Etc/UTC

What the agent does on this trigger

Run proposalforge-revenue as a monthly report. Calculate MRR, total revenue, outstanding AR, average payment time, and churn for the completed month. Compare to previous month. Keep it concise with clear trends and action items.

Integrations & requirements

Primary integration mode: Hybrid: local invoice data plus optional Stripe read-only checks
MCP status: No dedicated MCP integration
Supported today: Local proposal and invoice tracking files
Stripe read-only REST checks via `STRIPE_API_KEY` in some skills
Planned / not yet implemented: ○No send/create invoice side effects implemented

Files this agent creates

Written under ~/.openclaw/workspace-proposalforge/

USER.mdtemplates/proposal-template.mddrafts/proposal-{client}-{date}.mddata/invoices.jsondrafts/invoice-{client}-{number}.mdmemory/monthly/revenue-{YYYY-MM}.md

Install & configure

1. Install the agent pack
```
tinkerclaw install proposalforge
```
2. Configure your preferences
Edit the per-agent USER.md to set tone, timezone, and any agent-specific preferences:
```
~/.openclaw/workspace-proposalforge/USER.md
```
3. Keep it up to date
```
tinkerclaw update proposalforge
```

Highlights

✦Generates branded proposals from your templates
✦Tracks payment status without accessing bank accounts
✦Read-only financial reporting with MRR trends