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

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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

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Quick start

You need a Formatix account

Using Formatix from ChatGPT, Claude, Perplexity or any MCP client needs a Formatix account on a paid plan or an active trial. Documents you generate through MCP use your account's credits, the same as on the platform.

1. Create an account at https://formatix.ai. New accounts get 10 free trial credits (no card, valid for 14 days), usable from MCP during the trial; after that, choose a paid plan.
2. Create an API key in Settings → API keys.
3. 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.

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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.

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

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Configuration

Env var	Default	Purpose
FORMATIX_API_KEY	(none)	Your fxi_ key from your Formatix account (Settings → API keys). Required: without it, every tool returns setup instructions.
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

• Website & sign-up: https://formatix.ai
• Trustpilot reviews: https://www.trustpilot.com/review/formatix.ai
• Issues: https://github.com/FormatixAI/mcp-server/issues

License

MIT © Formatix AI Ltd