AI-drafted proposals and audit reports, reviewed by people
Your AI assistant, connected through QuoteCloud's MCP service, turns the data you hold into drafts your consultants check and send.
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- 4.2 on Capterra
- Building QuoteCloud since 2013
QuoteCloud's MCP service, on Essentials and up, lets an AI assistant work with QuoteCloud. An HR or payroll firm can set it up to draft a proposal from a CRM deal's headcount, or an audit report from a completed questionnaire, as drafts a consultant reviews. Approvals still apply and nothing is sent without a person.
Last reviewed by the QuoteCloud team
An illustration with fictional data of how an AI assistant connected through QuoteCloud's MCP service can be set up to work for an HR and payroll firm. On the left, what it may read: a CRM cabinet, a completed questionnaire and last year's agreement. Routes run into the assistant, and from it to a draft lying in QuoteCloud, banded Draft. From the draft the only route runs to a consultant's review desk, marked with a tick, and from there to the client's signature; a low wall stands between the assistant and the client. Under it five steps: reads what it may, creates a draft from your template, draft for review with nothing sent, a person reviews then sends, and the client signs with a certificate of authenticity.
Three flows from data you hold to a signed document
A proposal from a CRM deal, an audit report from a completed questionnaire, a renewal from a changed headcount. In each, the assistant drafts; a consultant reviews, sends and owns the result.
1 The request
Draft a payroll and HR proposal for Brightwater Bakeries from the CRM deal: 86 staff, three pay frequencies, HR advice wanted.
Illustrative request
2 What it may read
- Your CRMThe deal: 48 weekly, 26 fortnightly, 12 monthly, HR advice wanted
- QuoteCloud templatesPayroll & HR outsourcing proposal
- Content library & catalogueYour approved service wording and price lines
3 What it can be set up to do
- Finds Brightwater Bakeries in QuoteCloud
- Creates a draft from your payroll proposal template
- Adds the price lines from your catalogue
- Writes a short summary of the client's set-up for you to edit
- Checks your approval rule: no discount, so none needed
Your AI assistant · QuoteCloud's MCP service
4 The draft in QuoteCloud
Payroll & HR support for Brightwater BakeriesAP-3104 · Ashgrove People & Payroll
- Payroll processing · 86 employees
- HR advice line · 86 employees
- Onboarding & payroll set-up
$2,153.40 / month
Draft · for Jonah to review
- Jonah checks the headcount and the sheet
- Sends it from QuoteCloud
- Nadia and Owen sign; the set-up fee is paid
1 The request
Draft the HR health check report for Larchmont Dental from their completed questionnaire, with the fixes priced as options.
Illustrative request
2 What it may read
- Forms block answersThe health-check questionnaire Larchmont completed inside a QuoteCloud document
- QuoteCloud templatesHR health check report & remediation quote
- Your findings libraryApproved finding and recommendation wording, fix prices
3 What it can be set up to do
- Reads the 24 answers in the completed Forms block
- Creates a draft from your audit report template
- Suggests a rating and finding per area from your library
- Adds the matching fixes as optional price lines
- Leaves every rating marked for your review
Your AI assistant · QuoteCloud's MCP service
4 The draft in QuoteCloud
HR health check & recommended fixesAP-A-0217 · Ashgrove People & Payroll
- 6 areas rated · 1 gap, 3 needs work
- Employment contracts refresh
- Policy handbook update
$4,250 + tax selected
Draft · for Rafael to review
- Rafael confirms each rating and finding
- Sends the report with the fixes as options
- Elise ticks the fixes, signs and pays the deposit
1 The request
Coppergate's agreement expires on 31 Oct. Draft the renewal from last year's agreement with the headcount in the CRM now: 210 staff, plus the Northgate cross-dock.
Illustrative request
2 What it may read
- QuoteCloud documentsLast year's signed agreement AP-SA-2290, on the Expiring Soon list
- Your CRMHeadcount now 210 (was 196) · new site: Northgate cross-dock, 24 staff
- Content library & catalogueYour current rates and the new-site set-up line
3 What it can be set up to do
- Finds AP-SA-2290 and its renewal template
- Creates a draft renewal for Coppergate Logistics
- Re-prices the lines for 210 employees
- Adds the Northgate cross-dock set-up line
- Writes a short note on what changed, for you to edit
Your AI assistant · QuoteCloud's MCP service
4 The draft in QuoteCloud
Your renewal for 2027AP-SA-2290-R · Ashgrove People & Payroll
- Payroll processing · 210 employees
- HR advice line · 210 employees
- Northgate cross-dock set-up · 24 employees
$5,789.80 / month + tax
Draft · for Wen to review
- Wen checks the headcount against the client's own figures
- Sends it before the 31 Oct expiry
- Dev signs; nothing renewed until he does
- Drafts onlyIt creates documents as drafts; a person reviews them.
- Nothing sent by itselfYour consultant sends, never the assistant.
- Approvals still applyYour discount and value rules route as usual (Business).
- Reads what it's allowedYou decide which data and actions it can use.
Illustrative: what an assistant connected through QuoteCloud's MCP service can be set up to do, depending on how you design and authorise it. The steps are examples, not named QuoteCloud tools; the requests, businesses and figures are fictional. Read QuoteCloud's article on when and why to implement an MCP AI service.
Decide what it may read, do and never touch
The boundaries are part of the design, decided before the assistant drafts anything. These are the ones an HR and payroll firm would typically set.
Minimum necessary access. QuoteCloud's own guidance is to expose only the data and actions the assistant needs for one defined workflow: a drafting assistant may need client information and approved content, but not the authority to send. From when and why to implement an MCP AI service.
Example boundaries: design decisions for your implementation, not a QuoteCloud settings screen
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It may readOnly what the workflow needs
- A CRM deal's headcounts by pay frequency
- Completed Forms block answers
- Your templates, content library and catalogue
- Last year's agreement, for a renewal
-
It can be set up toThrough QuoteCloud's MCP service
- Find the client in QuoteCloud
- Create a draft from your template
- Add price lines from your catalogue
- Write a first summary for you to edit
- Check your approval rules
-
Stays with your peopleJudgement and commitments
- Ratings, findings and advice
- Approving discounts (approval workflow, Business)
- Sending the document
- Signing, on both sides
-
Never connectedOut of scope by design
- Employee names, pay, bank or tax details
- Your payroll system's employee records
- Changing contract wording you've locked
- Sending anything by itself
These are example boundaries for an implementation you design, not a QuoteCloud permissions screen. Approval rules apply to documents the assistant drafts like any other document.
Every draft lands in front of a consultant
The assistant leaves the Larchmont health check as a draft in QuoteCloud. Before anything goes to Elise, Rafael works through it: he confirms or changes each suggested rating, checks the findings wording, checks the fix lines and prices, and rewrites the summary in his own words.
Only then does he send it. Try the review: the send button stays off until every part has been checked.
- Created as a draft, never sent by the assistant
- Ratings and advice confirmed by the consultant
- Approval rules still apply (Business)
MCP service: Essentials and up
HR audits & remediation quotesBefore Rafael sends it 5 of 5 reviewed
Sent by Rafael · demo, nothing sent
Findings by area
OverallFair
- 2 good
- 3 needs work
- 1 gap
-
Employment contracts & lettersNeeds work
Contracts for 9 of 24 roles use an older version without current hours and leave clauses.
Fix: Employment contracts & letters refresh
-
Workplace policiesGap
No written policy on bullying and harassment, social media or working from home.
Fix: Policy handbook (8 policies)
-
OnboardingNeeds work
Induction is verbal; no signed checklist or policy acknowledgement.
Fix: Onboarding checklist & acknowledgement pack
Get your templates and library ready for an AI assistant
Free for 14 days, no credit card required. A clean template, content library and catalogue are what make AI drafts worth reviewing.
When an MCP assistant helps, and when it doesn't
Following QuoteCloud's own advice: start from a workflow, not an AI strategy.
Helps: many similar documents
Payroll proposals, renewals and audit reports that follow the same template, month after month.
Helps: data that already exists
Headcounts in the CRM, answers in a completed Forms block, last year's agreement in QuoteCloud.
Helps: retyping between systems
When consultants copy the same figures from one place into a proposal every week.
Not needed: writing help only
If you only want help with wording, the AI Co-Worker works in the editor, its output flagged until accepted (Business).
Not yet: a few bespoke documents
Low volumes of one-off proposals are often quicker to write by hand.
Not yet: messy data
If headcounts and rates aren't kept consistently, tidy them first: an assistant can't fix the data behind it.
Set up AI drafting for one workflow first
Start narrow, review every draft, then widen what it does.
Pick one workflow
For example payroll proposals from CRM deals, or audit reports from completed questionnaires.
Tidy the sources
Templates, your content library and catalogue, and consistent headcounts in the CRM.
Connect the assistant
Connect your AI assistant through QuoteCloud's MCP service, on Essentials and up.
Set the boundaries
Minimum access, drafts only, nothing sent, and your approval rules left in place.
Review, then widen
Review every draft for a few weeks before you add the next workflow.
AI drafting and MCP questions, answered
What is QuoteCloud's MCP service?
MCP, the Model Context Protocol, is a standard way for AI applications to connect to tools and data. QuoteCloud's MCP service lets a compatible AI assistant work with QuoteCloud, within the boundaries you set. It's on Essentials and up.
Can an AI assistant write and send our proposals automatically?
No. It can be set up to draft a proposal or audit report from your template, library and catalogue, but the document is a draft a consultant reviews. Your consultant sends it, and the client signs. Approval rules apply as for any other document.
What data does the assistant need for a payroll proposal?
Headcounts by pay frequency and the modules the client asked about, usually from the CRM deal, plus your template, content library and catalogue. It never needs employee names, pay, bank or tax details, and shouldn't be connected to them.
Can it draft an HR audit report from a questionnaire?
It can be set up to read the answers in a completed Forms block, create a draft from your audit template, suggest a rating and finding per area from your findings library and add the matching fixes as optional lines. Your consultant confirms every rating before sending.
Can it prepare a renewal when a client's headcount changes?
It can be set up to find last year's agreement, create a draft renewal, reprice the lines for the new headcount and add a line for a new site, from figures in your CRM. Someone on your team checks the headcount with the client and sends it.
How is this different from the AI Co-Worker?
The AI Co-Worker helps staff inside the QuoteCloud editor, and its output is flagged until accepted; it's on Business. An assistant connected through the MCP service works from outside QuoteCloud with the data and actions you allow, and leaves drafts for review.
The documents an assistant can draft for review
Each one is a QuoteCloud document your consultants already send.
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Payroll outsourcing proposalsPer-payslip and per-employee pricing, modules the client ticks, a set-up fee paid on signing and the monthly charges set out.Explore
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HR compliance audits & remediation quotesA health-check questionnaire, the audit report with ratings and findings, and the fixes priced as options the client signs for.Explore
- Headcount pricing calculatorsYour pricing spreadsheet as a block in the proposal: headcounts by pay frequency set the lines, the total comes back per employee.
- HR service tiers & retainersPayroll only, payroll with HR advice, or a full HR partner: tiers the client compares and chooses inside the proposal.
- Policy & handbook packsPolicies assembled from your content library, locked where they must not change, sent for the client to review and sign off.
- Client onboarding packsEverything a new client signs and fills in to start: authority forms, a set-up questionnaire and the go-live plan.
- HR & payroll service agreementsScope, service levels in your words, monthly charges and terms, signed by two directors with a certificate of authenticity.
- Renewals & headcount changesAgreements nearing expiry in one list, renewal offers revised for this year's headcount, and price changes signed, not emailed.
- CRM, accounting & automationHubSpot, Pipedrive, Xero, QuickBooks, Zapier, Make and the API, connected the way each one really connects.
- HR & payroll templatesReal QuoteCloud HR proposal, employment contract and workplace policy templates to start from.
- QuoteCloud implementation for HR & payroll firmsYour rate card rebuilt as a spreadsheet block, your policy library loaded, payments connected and consultants trained.
- FAQAnswers to the questions payroll bureaus, outsourced HR providers and HR consultancies ask most.
Let your consultants start from a draft, not a blank page
Free for 14 days. No credit card required.