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Formatix AI Server

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Enables AI agents to generate branded talent documents such as assessment reports, executive profiles, shortlists, and client deliverables in DOCX, PPTX, PDF, o

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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

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

Installing Formatix AI Server

This server has no published package — it is built from source. Open the repository and follow its README.

▸ github.com/FormatixAI/mcp-server

FAQ

Is Formatix AI Server MCP free?

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

Does Formatix AI Server need an API key?

No, Formatix AI Server runs without API keys or environment variables.

Is Formatix AI Server hosted or self-hosted?

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

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

Open Formatix AI Server 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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