MCP 服务器

Formatix AI MCP Server

Enables AI agents to generate branded talent documents such as assessment reports, executive profiles, shortlists, and client deliverables in DOCX, PPTX, PDF, or Excel formats from source text or LinkedIn profiles.

README

Formatix AI — MCP Server

The only AI that automates and personalizes any branded talent document — not just CVs.

Turn a CV, a LinkedIn profile, or structured data into assessment reports (Hogan, psychometric, CEO & leadership), progression reports, executive profiles, candidate shortlists, client submittals, proposals and RPO reports — exported as DOCX, PPTX, PDF or Excel, perfectly on-brand.

Connect Formatix to Claude, ChatGPT, Perplexity, Cursor, Claude Code — or any MCP-compatible AI agent — and let the AI generate the finished, client-ready document for you.

Website: https://formatix.ai · Reviews: Trustpilot

Why Formatix is different

Every other "CV formatter" stops at one CV → one Word document. Formatix is the only platform that templatizes and automates the documents nobody else does, across every format and use case:

Document type	Examples	Formats
Assessment reports	Hogan reports, psychometric reports, CEO assessment, leadership assessment	DOCX · PPTX · PDF
Progression reports	Succession & talent-review packs, 9-box, promotion cases	DOCX · PPTX · XLSX
Executive profiles	One-page bios, branded candidate profiles, blind/anonymized CVs	DOCX · PPTX · PDF
Shortlists & decks	Multi-candidate shortlist decks, longlists, slate presentations	PPTX
Client deliverables	Client submittals, proposals, RPO reports, market & comp intelligence	DOCX · PPTX · PDF · XLSX

Every document is generated from your own branded template — fonts, colours, logos and layout preserved exactly.

Who uses it

Executive search firms — client-branded profiles, shortlist decks and proposals in minutes.
In-house exec & leadership recruiting (TA) — board-ready candidate slates and assessment summaries.
Talent mapping / RPO teams — market maps, comp benchmarking, RPO reporting.
HR / People teams — succession planning, talent reviews and promotion packs.

Three ways to use Formatix

Remote MCP — point ChatGPT, Claude or Perplexity at the hosted Formatix MCP endpoint.
npx (this package) — run locally inside Claude Desktop, Cursor or Claude Code.
Chrome extension — capture any LinkedIn profile and turn it into a polished resume in one click. → https://formatix.ai

Quick start

Get a free API key (company email)

Free access requires a company email — personal inboxes (gmail, outlook, yahoo, proton…) are not eligible.

In any connected AI client, just ask it to "claim free Formatix access with my email you@yourcompany.com" — the claim_access tool issues a key instantly, or
Sign up at https://formatix.ai and create a key in Settings → API keys.

Set the key as FORMATIX_API_KEY in the configs below.

Claude Desktop / Claude Code

claude_desktop_config.json (or .mcp.json for Claude Code):

{
  "mcpServers": {
    "formatix": {
      "command": "npx",
      "args": ["-y", "@formatix-ai/mcp"],
      "env": {
        "FORMATIX_API_KEY": "fxi_your_key_here"
      }
    }
  }
}

Cursor

~/.cursor/mcp.json:

{
  "mcpServers": {
    "formatix": {
      "command": "npx",
      "args": ["-y", "@formatix-ai/mcp"],
      "env": { "FORMATIX_API_KEY": "fxi_your_key_here" }
    }
  }
}

ChatGPT / Perplexity (remote connector)

Add a custom connector / MCP server pointing at the hosted endpoint:

https://platform.formatix.ai/mcp

Authenticate with your Formatix account (OAuth) or paste your fxi_ API key when prompted.

Tools

Tool	What it does
`list_document_types`	List every document Formatix can generate (assessment reports, profiles, shortlists, proposals…) with available formats. Call this first.
`generate_document`	The hero. Any source text → any branded document in DOCX/PPTX/PDF/XLSX. Returns a `record_id`.
`format_from_linkedin`	LinkedIn profile text → polished resume / candidate profile.
`check_status`	Poll a `record_id`; returns the download link when the document is ready.
`claim_access`	Get a free API key with your company email.

Typical agent flow

list_document_types()                         → choose a template_id + template_type
generate_document(source_text, template_id,   → returns record_id
                  template_type, output_format)
check_status(record_id)                        → "Formatted" + download_url
→ hand the download_url back to the client

Configuration

Env var	Default	Purpose
`FORMATIX_API_KEY`	(none)	Your `fxi_` key. Without it, only `claim_access` works.
`FORMATIX_API_BASE`	`https://platform.formatix.ai`	Override for testing against another environment.

How it works

This package is a thin client. All formatting, AI extraction and rendering run on the Formatix platform; this server simply exposes a small, agent-friendly set of tools over the Model Context Protocol. No credentials are stored in this repo — you supply your own key.