Hubz.

Business / Recorded proposals and human review

MCP private plans: prepare and review recommendations

Review proposals prepared under explicit planning permission with their content, recipient, cost and validity information.

PRODUCT VIEW

See how it works.

Review recommendations prepared by an MCP client using the plan types and CRM access you have authorized. The list works only with eligible connections that have explicit planning permission. Reviews show a proposal’s subject, body, recipient reference, any quote outline and source links. A stored content summary, permission version and expiry information help establish that the same proposal is being assessed. The user’s decision is a review record; this area does not execute external actions.

Hubz.Workspace / MCP private plansDK
EXPLORE THE PRODUCT

MCP private plans

Sample view
◎
BUSINESS · MCP

MCP private plans

1Connection-specific plan typesDepends on scope
2Recipient and content visibilityDepends on scope
3Amount and currency boundaryDepends on scope
4Expiry and permission versionDepends on scope
5Recorded human decisionReview
Content → review → permitted action

This area does not send email, start campaigns, submit replies or create actual quotes.

01Find an eligible connection’s plan.
02Compare the same proposal’s details.
03Record the review decision.
Interface illustration using sample data. The layout is simplified to explain the relevant feature.

FROM NEED TO OUTCOME

Where this helps.

Accepting a draft is not the same decision as actually sending an email or creating a quote. If a proposal changes afterwards, it can also become unclear which content the user reviewed.

WHAT YOU CAN WORK TOWARDS

Review the fixed content and boundaries of the specific proposal. Record approval or rejection while understanding which actual operations it does not start, and make later external-communication decisions in their own authorized workflows.

STEP BY STEP

How to use it.

  1. 01

    Find an eligible connection’s plan.

    Select an MCP connection with explicit private-planning scope and the proposal you want to review.

  2. 02

    Compare the same proposal’s details.

    Review subject, body, recipient, sources, any amount and currency, and permission and expiry information.

  3. 03

    Record the review decision.

    Accept or reject the proposal while recognizing that this decision does not execute external communication or a quote.

INSIDE THE MODULE

What can you do?

FOCUS 01⊙
MCP private plans
Scope●Permission○Review○
Find an eligible connection’s plan.

Connection-specific plan types

Include only plan types explicitly selected in the permission profile within preparation and review scope.

FOCUS 02▤
MCP private plans
Scope○Permission●Review○
Compare the same proposal’s details.

Recipient and content visibility

Assess the contact and message context in the proposal through its saved proposal.

FOCUS 03↗
MCP private plans
Scope○Permission○Review●
Record the review decision.

Amount and currency boundary

Review the stated ceiling and currency in plans such as quote outlines without treating them as spending or execution authority.

FOCUS 04◇
MCP private plans
Scope●Permission○Review○
Find an eligible connection’s plan.

Expiry and permission version

Use proposal-validity information and the permission profile under which it was prepared when making the decision.

FOCUS 05⌁
MCP private plans
Scope○Permission●Review○
Compare the same proposal’s details.

Recorded human decision

Keep acceptance or rejection as review evidence for the same proposal.

IN EVERYDAY WORK

What it looks like in practice.

Sales manager

Assessing a suggested customer email or quote outline.

Content, recipient and any amount ceiling are visible together; feedback is recorded and no email or quote is automatically sent.

Scenarios are illustrative; they are not customer testimonials or measured performance claims.

KNOW WHAT IS INCLUDED

Plans, permissions and limits.

MCP is available only on Business. Authorize each connection for the appropriate workspace and permissions, and review actions requiring separate approval. An earlier authorization does not remove the requirement for an eligible Business subscription.

  • This area does not send email, start campaigns, submit replies or create actual quotes.
  • Mailbox reading and provider calls are outside private-plan review scope.
  • Expired plans or plans without eligible permission cannot be used as current execution approval.
Compare plans

YOUR QUESTIONS

About this feature.

01Does approving a plan send the email?

No. Private-plan approval only records a review decision; external execution is not available in this area.

02Is a quote amount ceiling a payment authorization?

No. It limits plan preparation and is reviewed with its currency and scope. It is not spending authority or permission to create a real quote.

RELATED WORKFLOW GUIDES

You may also need these features.

MCP connectionsAuthorize a compatible MCP client through OAuth and review its accessible modules, permission validity and revocation options.MCP communication approvalsReview an assistant-prepared email or limited campaign request in Hubz, with its sender, recipients and full message visible before approval.MCP mailbox read accessShare limited synced plain-text content from an authorized mailbox through a read-access decision separate from sending permission.

MODULES THAT WORK TOGETHER

Explore related modules.

01

Quotes and contracts

Record the products and services offered to a customer in quotes, and organize contract drafts, revisions and archives together.

02

MCP and AI connections

Connect compatible clients to permitted CRM context, with separate review and authorization for private plans and communications.

03

Security and team access

Arrange team access through workspace membership, existing roles, enabled modules and connection permissions.