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Formatix

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AI document formatting platform — transform unstructured content into structured documents via AI agents.

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AI document formatting platform — transform unstructured content into structured documents via AI agents.

README

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.

npm License: MIT Trustpilot GitHub

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

  1. Remote MCP — point ChatGPT, Claude or Perplexity at the hosted Formatix MCP endpoint.
  2. npx (this package) — run locally inside Claude Desktop, Cursor or Claude Code.
  3. 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 [email protected]" — 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.

Links

License

MIT © Formatix AI Ltd

from github.com/formatixai/mcp-server

Install Formatix in Claude Desktop, Claude Code & Cursor

Recommended · one command, every IDE
unyly install formatix

Installs into Claude Desktop, Claude Code, Cursor & VS Code — handles npx, uvx and build-from-source repos for you.

First time? Get the CLI: curl -fsSL https://unyly.org/install | sh

Or configure manually

Run in your terminal:

claude mcp add formatix -- npx -y @formatix-ai/mcp

Step-by-step: how to install Formatix

FAQ

Is Formatix MCP free?

Yes, Formatix MCP is free — one-click install via Unyly at no cost.

Does Formatix need an API key?

No, Formatix runs without API keys or environment variables.

Is Formatix hosted or self-hosted?

Self-hosted: the server runs locally on your machine via the install command above.

How do I install Formatix in Claude Desktop, Claude Code or Cursor?

Open Formatix on unyly.org, pick your client tab (Claude Desktop, Claude Code, Cursor) and press Install — the config is generated automatically, no JSON editing.

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