User Guide

Everything you need to know about creating documents, presentations, and spreadsheets from your Templafy document agents using AI.

Getting started

The Templafy MCP Server connects your AI assistant to your organization's Templafy document agents. Instead of opening Templafy, picking an agent, and filling in questions manually, you can simply ask your AI assistant to do it for you in a conversation.

Before you can start, your IT admin needs to register your organization. The quickest way is through the self-service setup page. Once that's done, you just sign in with your Microsoft work account when your AI assistant prompts you.

Connecting your AI assistant

The setup depends on which AI assistant you use. In every case, you'll sign in with your Microsoft work account when prompted.

Claude.ai

Claude.ai connects to the Templafy MCP Server through its built-in Connectors feature. Available on Pro, Max, Team, and Enterprise plans.

1. Open Claude.ai in your browser and click your profile icon
2. Go to Settings → Connectors
3. Scroll down and click Add custom connector
4. Enter a name, for example Templafy
5. Enter the Remote MCP server URL: https://mcp.templatemanagement.nl/mcp
6. Leave the Advanced settings (OAuth Client ID and Secret) empty — the server handles authentication automatically
7. Click Add. When you start a new conversation, you'll see the Templafy tools available

Claude Desktop

In Claude Desktop, you can add the MCP server through the app settings.

1. Open Claude Desktop and go to Settings → Developer
2. Click Edit Config to open claude_desktop_config.json
3. Add the Templafy server to the configuration:

   {
     "mcpServers": {
       "templafy": {
         "type": "http",
         "url": "https://mcp.templatemanagement.nl/mcp"
       }
     }
   }

4. Save the file, then completely quit and restart Claude Desktop

Claude Code (CLI)

Add a .mcp.json file in your project root:

{
  "mcpServers": {
    "templafy": {
      "type": "http",
      "url": "https://mcp.templatemanagement.nl/mcp"
    }
  }
}

ChatGPT

ChatGPT supports remote MCP servers through its Connectors feature. Available on Pro, Team, Enterprise, and Edu plans.

1. In ChatGPT, go to Settings → Connectors
2. If you don't see MCP options, enable Developer mode under Advanced settings first
3. Click Create and enter a name (e.g., "Templafy")
4. Enter the MCP Server URL: https://mcp.templatemanagement.nl/mcp
5. Set authentication to OAuth and confirm

Gemini

In the Gemini web app, you can add a custom MCP connector.

1. Open the Tools menu and look for custom connectors
2. Click Add and enter a name (e.g., "Templafy")
3. Enter the Remote MCP server URL: https://mcp.templatemanagement.nl/mcp
4. Enable the connector from the Tools menu when starting a conversation

For Gemini CLI, add to ~/.gemini/settings.json:

{
  "mcpServers": {
    "templafy": {
      "httpUrl": "https://mcp.templatemanagement.nl/mcp",
      "timeout": 360000
    }
  }
}

Perplexity

Perplexity supports remote MCP connectors on Pro, Max, and Enterprise plans. The Templafy server auto-detects Perplexity and adapts every tool response to the text-only envelope Perplexity expects — no extra configuration required.

1. In Perplexity, go to Settings → Connectors (or Integrations)
2. Click Add custom connector
3. Enter a name, for example Templafy
4. Enter the Remote MCP server URL: https://mcp.templatemanagement.nl/mcp
5. Set authentication to OAuth and complete the Microsoft sign-in

What you can do

Once connected, your AI assistant has access to these tools:

Tool	What it does	Try saying
find_document_agent	Finds document agents matching your description (with preview images)	"Find an agent for sales quotes"
document_agent_questions	Shows which questions an agent needs answered	"What questions does this quote agent need?"
generate_document	Creates a document with your values filled in	"Generate a quote for Acme Corp"
list_tenants	Shows which Templafy environments you can access	"Which Templafy tenants are available?"
switch_tenant	Switches to a different Templafy environment	"Switch to the demo tenant"
generate_ai_presentation	Creates an AI-powered presentation from scratch — describe your topic and the AI builds the slides	"Create a presentation about our Q3 results"

Generating a document

Here's a typical conversation for creating a document:

1. Describe what you need. Simply tell your AI assistant what kind of document you want. For example: "I need a sales quote for Acme Corporation."
2. The assistant finds the right agent. It searches your Templafy library and picks the best match. It then checks which questions the agent needs answered.
3. Answer a few questions. The assistant will ask you for the specific values — customer name, amounts, dates, etc. It will never make up information on your behalf.
4. Review and generate. Once all questions are answered, the assistant generates the document. You'll see progress updates while it's being created.
5. Download your document. You'll receive a download link. Links are valid for 1 hour.

Example conversation

You: "Create a quote for Acme Corporation"

AI:  I found a "Sales Quote" agent. I'll need a few details:
     - Contact person
     - Quote date
     - Valid until
     - Line items (product, quantity, price)

     What are the details?

You: "Contact is Jane Smith, date is today, valid 30 days.
     Items: 10x Widget Pro at $49.99, 5x Widget Basic at $19.99"

AI:  Generating your Sales Quote... done!
     Here's your document: [Download link]

Troubleshooting

Issue	What to do
Sign-in keeps appearing	Your session may have expired. Sign in again and make sure pop-ups are allowed for your AI client.
"Organization not registered"	Your organization hasn't been connected yet. Ask your IT admin to set it up using the self-service setup page.
No agents found	Try different search terms. If you have multiple Templafy tenants, check you're on the right one by asking "Which tenants are available?"
Generation is slow	Complex agents with many pages can take a few minutes. You'll see progress updates along the way.
Download link doesn't work	Links expire after 1 hour. Simply generate the document again to get a fresh link.

Admin Guide

How to connect your organization's Templafy environment to the MCP Server so your team can generate documents with AI.

What you need

Before you start, make sure you have the following:

Item	Where to find it
Templafy tenant name	The subdomain from your Templafy URL (e.g., acme from https://acme.templafy.com)
Templafy Public API key	Templafy Admin → Integrations → Service API Keys

Quick setup (self-service)

The fastest way to connect your organization is through the self-service setup page. No technical knowledge required.

1. Go to mcp.templatemanagement.nl/onboard
2. Click Sign in with Microsoft using your work account
3. Enter your Templafy tenant name (e.g., acme)
4. Enter your Templafy Public API key
5. Click Register — the server validates your tenant and you're done

The server automatically detects your organization's Entra ID tenant from your sign-in. If the Templafy tenant name is valid (acme.templafy.com and acme.hive.templafy.com must be reachable), you're all set.

Connecting AI clients

Once your organization is registered, set up AI clients for your team.

Claude.ai

Claude.ai uses an OAuth flow to authenticate users. You can add the connector directly — no extra app registration needed.

1. Go to Settings → Connectors in Claude.ai
2. Click Add custom connector
3. Enter a name (e.g., Templafy) and the URL: https://mcp.templatemanagement.nl/mcp
4. Leave OAuth Client ID and OAuth Client Secret empty — the server handles this automatically
5. Click Add

Users will sign in with their Microsoft work account when they first use a Templafy tool. This also works on Claude for mobile (iOS and Android).

Claude Desktop

Users can add the server through Claude Desktop's settings:

1. Open Settings → Developer → Edit Config
2. Add the Templafy server configuration and restart Claude Desktop

See the User Guide for the exact JSON configuration.

ChatGPT

ChatGPT supports remote MCP servers through Connectors. Available on Pro, Team, Enterprise, and Edu plans.

1. Go to Settings → Connectors and enable Developer mode if needed
2. Click Create, name the connector "Templafy"
3. Enter the URL: https://mcp.templatemanagement.nl/mcp
4. Set authentication to OAuth

Gemini

In the Gemini web app, add a custom connector from the Tools menu. Enter the server URL and enable OAuth authentication. For Gemini CLI, see the User Guide.

Perplexity

Perplexity supports remote MCP connectors on Pro, Max, and Enterprise plans.

1. Go to Settings → Connectors in Perplexity
2. Click Add custom connector
3. Enter a name (e.g., Templafy) and the URL: https://mcp.templatemanagement.nl/mcp
4. Set authentication to OAuth

The server auto-detects Perplexity and adapts responses to the plain-text envelope Perplexity expects. Long-running AI presentations use an async polling pattern automatically — no configuration needed.

Multiple Templafy tenants

If your organization uses more than one Templafy environment (for example, a production tenant and a demo tenant), you can register them all. Users switch between them by asking their AI assistant "Switch to the [name] tenant."

• The first tenant you register becomes the default
• Additional tenants can be added through the self-service page or via the admin API
• Users start on the default tenant and can switch at any time
• Switching lasts for the session — a new conversation resets to the default

Security and authentication

The MCP Server is designed with security in mind:

• User authentication: Every user signs in with their Microsoft Entra ID account. The server validates the JWT token and matches the user to their organization.
• Organization isolation: Each organization's Templafy Public API key is stored securely on the server. Users never see other organizations' credentials.
• No data storage: The server doesn't store your documents or agent content. It acts as a pass-through between your AI assistant and Templafy.
• Download links: Generated documents are accessible via time-limited links that expire after 1 hour.
• Email resolution: The server identifies users from their JWT token claims — no additional user registration is needed.

Advanced: Admin API

For automation or bulk operations, you can also manage organizations programmatically using the Admin API. This requires an API key provided by the MCP Server operator.

Action	Method	Endpoint
Register organization	POST	/api/admin/organizations
List organizations	GET	/api/admin/organizations
Update organization	PUT	/api/admin/organizations/{key}
Remove organization	DELETE	/api/admin/organizations/{key}

# Register via API
curl -X POST https://mcp.templatemanagement.nl/api/admin/organizations \
  -H "Content-Type: application/json" \
  -H "X-Api-Key: YOUR_ADMIN_API_KEY" \
  -d '{
    "entraTenantId": "your-entra-tenant-id",
    "templafyTenantId": "acme",
    "templafyApiKey": "your-templafy-public-api-key",
    "displayName": "ACME"
  }'