TemplateFox

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Generate PDF documents with TemplateFox

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What can you do with TemplateFox MCP?

  • Generate PDFs from templates — Ask to create a PDF like an invoice or certificate with dynamic data via generate_pdf, costing 1 credit per document.
  • Queue background PDF jobs — Request batch or large PDF generation asynchronously with generate_pdf_async, optionally with a webhook callback.
  • Discover templates and their fields — Use list_templates to see available PDFs and get_template_fields to learn what data a specific template expects.
  • Track PDF job status — Check on async generation progress with get_pdf_job_status or review all recent jobs via list_pdf_jobs.
  • Monitor account credits — Ask about remaining credits with get_account_info or review usage history through list_transactions.

Documentation

MCP (Model Context Protocol) is an open standard that lets AI assistants discover and use external tools. The TemplateFox MCP server gives your AI assistant 8 tools to generate PDFs, manage templates, and check credits — all from natural language.

Prerequisites

  1. Node.js 18+ installed on your machine (for npx)
  2. A TemplateFox API key — get one from your Dashboard (starts with sk_)

Installation

Claude Desktop

Add to your Claude Desktop config (~/Library/Application Support/Claude/claude_desktop_config.json on macOS, %APPDATA%\Claude\claude_desktop_config.json on Windows):

{
  "mcpServers": {
    "templatefox": {
      "command": "npx",
      "args": ["-y", "@templatefox/mcp-server"],
      "env": {
        "TEMPLATEFOX_API_KEY": "sk_your_api_key_here"
      }
    }
  }
}

Restart Claude Desktop after saving the file.

Claude Code

claude mcp add templatefox -- npx -y @templatefox/mcp-server

Then set the TEMPLATEFOX_API_KEY environment variable in your shell:

export TEMPLATEFOX_API_KEY="sk_your_api_key_here"

Cursor / Windsurf

Use the same npx command in your MCP server configuration:

npx -y @templatefox/mcp-server

Set TEMPLATEFOX_API_KEY in the environment variables.

Global install (alternative)

npm install -g @templatefox/mcp-server

Then use templatefox-mcp-server as the command instead of npx.

Verify the setup

After installation, ask your AI assistant:

“List my TemplateFox templates”

If the MCP server is configured correctly, the assistant will call list_templates and return your template list. If you see an error, check the Troubleshooting section below.

Configuration

Environment VariableRequiredDescription
TEMPLATEFOX_API_KEYYesYour API key (starts with sk_). Get one from your Dashboard
TEMPLATEFOX_BASE_URLNoOverride API base URL (default: https://api.templatefox.com)

Available tools

The MCP server exposes 8 tools that your AI assistant can call:

generate_pdf

Generate a PDF from a template with dynamic data. Costs 1 credit per PDF.

What you can ask:

“Generate an invoice for John Doe, total $250, using my Invoice template”

“Create a certificate of completion for Jane Smith, course: Advanced React”

generate_pdf_async

Queue async PDF generation with an optional webhook callback. Useful for large or batch jobs. Costs 1 credit per PDF.

What you can ask:

“Generate 10 certificates in the background and notify me when done”

list_templates

Discover all available PDF templates in your account.

What you can ask:

“What templates do I have?”

“Show me all my PDF templates”

get_template_fields

Get the fields and variables for a specific template. Useful to understand what data a template expects before generating.

What you can ask:

“What fields does my Invoice template need?“

get_pdf_job_status

Check the status of an async PDF generation job.

What you can ask:

“Is my PDF job finished yet?“

list_pdf_jobs

List all async PDF generation jobs and their statuses.

What you can ask:

“Show me my recent PDF jobs”

get_account_info

Check remaining credits and account information.

What you can ask:

“How many credits do I have left?“

list_transactions

View credit transaction history.

What you can ask:

“Show me my credit usage this month”

Use cases

Generate a single document

Ask your AI assistant to generate one PDF with specific data. The assistant discovers the template, checks the required fields, and generates the PDF in one flow:

“Generate a packing slip for order #1234, customer John Doe, 3x Widget Blue and 1x Gadget Pro”

Explore templates before generating

Ask about your templates first, then generate once you know what’s available:

“List my templates, then show me the fields for the Receipt template”

Check account status

Monitor your usage without leaving your AI assistant:

“How many credits do I have left? Show me my recent transactions”

Remote server (soon)

A hosted HTTP MCP endpoint at https://api.templatefox.com/mcp is coming soon. This will let you connect without installing anything locally — just point your MCP client to the URL.

Troubleshooting

”MCP server not found” or connection errors

  • Make sure Node.js 18+ is installed: run node --version
  • Check that the npx command works: run npx -y @templatefox/mcp-server --help
  • Restart your AI assistant after updating the configuration

”Invalid API key” or authentication errors

  • Verify your API key starts with sk_ and is not expired
  • Check the key in your Dashboard
  • Make sure TEMPLATEFOX_API_KEY is set in the correct environment (not just your shell, but the MCP server config)

Tools not showing up

  • Some clients cache MCP tool lists — restart the client
  • Check if other MCP servers are working to rule out a client-level issue

Next steps