Branded talent docs: assessment reports, profiles, shortlists & proposals in DOCX/PPTX/PDF/Excel
Copy the AI prompt to install this server into Claude Code, Cursor, or another agent β or use 1-click editor setup below.
We haven't yet run this listing's install command through our automated sandbox check. This isn't a red flag β we're steadily working through the catalog.
π‘ Paste into ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows)
Inspect callable tools, capabilities, and parameters exposed to AI agents by Mcp Server.
list_document_typesList every document Formatix can generate (assessment reports, profiles, shortlists, proposalsβ¦) with available formats. Call this first.
generate_documentThe hero. Any source text β any branded document in DOCX/PPTX/PDF/XLSX. Returns a `record_id`.
format_from_linkedinLinkedIn profile text β polished resume / candidate profile.
check_statusPoll a `record_id`; returns the download link when the document is ready.
claim_accessGet a free API key with your company email.
The only AI that automates and personalizes any branded talent document β 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 β exported as DOCX, PPTX, PDF or Excel, perfectly on-brand.
Connect Formatix to Claude, ChatGPT, Perplexity, Cursor, Claude Code β or any MCP-compatible AI agent β and let the AI generate the finished, client-ready document for you.
Website: https://formatix.ai Β· Reviews: Trustpilot
Every other "CV formatter" stops at one CV β 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 Β· PPTX Β· PDF |
| Progression reports | Succession & talent-review packs, 9-box, promotion cases | DOCX Β· PPTX Β· XLSX |
| Executive profiles | One-page bios, branded candidate profiles, blind/anonymized CVs | DOCX Β· PPTX Β· PDF |
| Shortlists & decks | Multi-candidate shortlist decks, longlists, slate presentations | PPTX |
| Client deliverables | Client submittals, proposals, RPO reports, market & comp intelligence | DOCX Β· PPTX Β· PDF Β· XLSX |
Every document is generated from your own branded template β fonts, colours, logos and layout preserved exactly.
npx (this package) β run locally inside Claude Desktop, Cursor or Claude Code.Free access requires a company email β personal inboxes (gmail, outlook, yahoo, protonβ¦) are not eligible.
claim_access tool issues a key instantly, orSet the key as FORMATIX_API_KEY in the configs below.
claude_desktop_config.json (or .mcp.json for Claude Code):
~/.cursor/mcp.json:
Add a custom connector / MCP server pointing at the hosted endpoint:
Authenticate with your Formatix account (OAuth) or paste your fxi_ API key when prompted.
| Tool | What it does |
|---|---|
list_document_types | List every document Formatix can generate (assessment reports, profiles, shortlists, proposalsβ¦) with available formats. Call this first. |
generate_document | The hero. Any source text β any branded document in DOCX/PPTX/PDF/XLSX. Returns a record_id. |
format_from_linkedin | LinkedIn profile text β 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. |
| 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. |
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 β you supply your own key.
MIT Β© Formatix AI Ltd
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