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Generate PDF/DOCX/XLSX/PPTX from templates+JSON. Convert Office/HTML/MD to PDF. Universal templating

Status
Healthy
Last Tested
Transport
Streamable HTTP
URL
Repository
carboneio/carbone-mcp
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4
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Carbone MCP

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Tool DescriptionsA

Average 4.5/5 across 11 of 11 tools scored.

Server CoherenceA
Disambiguation5/5

Each tool has a clearly distinct purpose: convert_document handles direct format conversion, render_document merges templates with data, and management tools (upload, delete, download, update, list) are separate. Even potentially similar tools like get_capabilities and get_api_status serve different functions (capabilities vs. health). No ambiguity.

Naming Consistency5/5

All 11 tools follow a consistent verb_noun pattern in snake_case (e.g., convert_document, upload_template, get_api_status). There is no mixing of styles or irregular naming, making the set predictable for an agent.

Tool Count5/5

With 11 tools, the set covers template management (upload, delete, download, update, list), document generation (convert, render), and utility (status, capabilities, categories, tags). This is well-scoped for a document generation server—neither too few nor too many.

Completeness5/5

The tool surface covers the full lifecycle of template-based document generation: upload, download, delete, update metadata, list templates, render with data, direct conversion, and batch/async rendering. Utility tools for categories, tags, status, and capabilities fill any gaps. No obvious missing operations.

Available Tools

11 tools
convert_documentConvert Document
Read-onlyIdempotent
Inspect

Convert any document to another format without storing a template. Supports 100+ input/output format combinations: Office documents, PDFs, images, web pages, spreadsheets, and more. The source file can be a local path, a URL, or a base64 string. Use render_document instead when you need data injection ({d.field} tags), translations, or batch generation. Common conversions: DOCX → PDF (file: "report.docx", convertTo: "pdf"), XLSX → PDF (file: "data.xlsx", convertTo: "pdf"), PPTX → PDF (file: "slides.pptx", convertTo: "pdf", converter: "O" for best fidelity), HTML → PDF (file: "page.html", convertTo: "pdf", converter: "C" for full CSS/JS rendering), DOCX → HTML (file: "doc.docx", convertTo: "html"), XLSX → CSV (file: "sheet.xlsx", convertTo: "csv"), PDF → PNG (file: "doc.pdf", convertTo: "png"), PPTX → PNG (first slide as image), MD → PDF (file: "readme.md", convertTo: "pdf").

ParametersJSON Schema
NameRequiredDescriptionDefault
fileYesThe document to convert. Three input forms are accepted: (1) Local file path — absolute or relative, e.g. "/home/user/report.docx" or "./invoice.xlsx". (2) HTTPS URL — the file is downloaded automatically, e.g. "https://example.com/file.pptx". (3) Base64-encoded string — the raw file content encoded as base64. Supported input formats include: DOCX, XLSX, PPTX, ODT, ODS, ODP, ODG, HTML, XHTML, XML, IDML, Markdown (MD), PDF, TXT, CSV, PNG, JPG, SVG, and more. Full conversion matrix: https://carbone.io/documentation/developer/http-api/generate-reports.md
convertToYesTarget output format. Documents : "pdf", "docx", "xlsx", "pptx", "odt", "ods", "odp", "odg", "rtf", "epub". Web/text : "html", "xhtml", "txt", "csv", "md", "xml", "idml". Images : "png", "jpg", "jpeg", "webp", "svg", "tiff", "bmp", "gif". Archive : "zip" (batch output). Simple usage: "pdf". Advanced usage: { "formatName": "pdf", "formatOptions": { "EncryptFile": true, "DocumentOpenPassword": "secret" } }.
converterNoConverter engine. Only relevant when convertTo is "pdf" (or an image format rasterised from a document). "L" — LibreOffice (default): best all-round engine for DOCX, XLSX, PPTX, ODT, ODS, ODP. "O" — OnlyOffice: highest fidelity rendering for Microsoft Office formats (DOCX, XLSX, PPTX). "C" — Chromium: best for HTML, CSS, JavaScript — full browser rendering. If omitted, LibreOffice is used by default.
outputPathNoOptional local file path to save the converted document to (e.g. "/home/user/out.pdf" or "~/out.pdf"). When set, the file is written to disk and the tool returns the saved path + size instead of embedding the document inline — ideal for large files. Local (stdio) mode only; rejected in HTTP mode.
returnLinkNoIf true, generate the document and return a public download URL instead of the file contents. The link is SHORT-LIVED and ONE-TIME — Carbone deletes the file after the first download — so it is meant for the end user to download once (do not fetch it programmatically). Works in stdio and HTTP. Mutually exclusive with outputPath and asAttachment.
asAttachmentNoIf true, return the document as a downloadable file attachment (a base64 EmbeddedResource), for any format. Default delivery: text and png/jpg/gif/webp are returned inline; other binary outputs (PDF, Office, …) are saved to a temp file in stdio mode (path returned), or returned as an attachment in HTTP mode. Ignored when outputPath or returnLink is set.
egressAuthorizationNoValue for the Authorization header Carbone adds to its OUTBOUND (egress) requests during conversion — e.g. when a Chromium HTML→PDF conversion fetches a protected external image or stylesheet. For example "Bearer abc123" makes Carbone send `authorization: Bearer abc123` to those hosts. Only the authorization header can be customised; max 512 characters.
delete_templateDelete Template
DestructiveIdempotent
Inspect

Delete a stored Carbone template. This is a soft delete: the template is marked for garbage collection and removed after a delay (default 24 hours). You can delete by Template ID (removes all versions) or by Version ID (removes only that specific version). For immediate or scheduled deletion, use update_template_metadata with expireAt = 42000000000 (NOW) or a future Unix timestamp.

ParametersJSON Schema
NameRequiredDescriptionDefault
templateIdYesTemplate ID (64-bit) or Version ID (SHA-256) to delete. Template ID — deletes the template record and all its versions. Version ID — deletes only that specific version, leaving other versions intact. Both formats are returned by upload_template and list_templates.
download_templateDownload Template
Read-onlyIdempotent
Inspect

Download the original source file of a stored Carbone template (e.g. the DOCX, XLSX, PPTX, or HTML file that was uploaded). Use this to inspect, edit, or back up a template. Pass a Template ID to download the currently deployed version, or a Version ID to download a specific version.

ParametersJSON Schema
NameRequiredDescriptionDefault
outputPathNoOptional local file path to save the template file to (e.g. "/home/user/template.docx" or "~/template.docx"). When set, the file is written to disk and the tool returns the saved path + size instead of embedding the file inline. Local (stdio) mode only; rejected in HTTP mode.
templateIdYesTemplate ID (64-bit) or Version ID (SHA-256) to download. Template ID — downloads the currently deployed version of the template. Version ID — downloads that exact version regardless of deployment status. Both formats are returned by upload_template and list_templates.
asAttachmentNoIf true, return the template as a downloadable file attachment (base64 resource) instead of inline text/image. Useful in HTTP mode where outputPath is unavailable. Default: false. Ignored when outputPath is set.
get_api_statusAPI Status
Read-onlyIdempotent
Inspect

Check Carbone API health and version. Returns the current API version and a status message. Useful for verifying connectivity and confirming which Carbone version is active.

ParametersJSON Schema
NameRequiredDescriptionDefault

No parameters

Output Schema

ParametersJSON Schema
NameRequiredDescription
messageYesStatus message returned by the API.
versionYesThe running Carbone API version.
get_capabilitiesCapabilities
Read-onlyIdempotent
Inspect

Returns a summary of all Carbone capabilities: supported formats, features, tool usage examples, and links to full documentation. Call this first if you are unsure what Carbone can do.

ParametersJSON Schema
NameRequiredDescriptionDefault

No parameters

list_categoriesList Categories
Read-onlyIdempotent
Inspect

List all template categories currently in use in your Carbone account. Categories act like folders for organising templates (e.g. "invoices", "legal", "hr"). Use the returned names as the category filter in list_templates or upload_template.

ParametersJSON Schema
NameRequiredDescriptionDefault

No parameters

Output Schema

ParametersJSON Schema
NameRequiredDescription
categoriesYesTemplate category names in use.
list_tagsList Tags
Read-onlyIdempotent
Inspect

List all tags currently used across templates in your Carbone account. Tags are free-form labels attached to templates (e.g. "sales", "billing", "v2"). Note: the Carbone API does not support filtering list_templates by tag — use this tool to discover available tags, then call list_templates and filter the results manually.

ParametersJSON Schema
NameRequiredDescriptionDefault

No parameters

Output Schema

ParametersJSON Schema
NameRequiredDescription
tagsYesTemplate tag names in use.
list_templatesList Templates
Read-onlyIdempotent
Inspect

List stored Carbone templates with filtering, search, and pagination. Filter by Template ID, Version ID, category, or upload origin. Use includeVersions to see the full version history of each template. Supports cursor-based pagination for large collections. Note: filtering by tags is not supported by the Carbone API — use list_tags to discover tags, then filter results manually. Note: templates uploaded with versioning disabled appear with id = null and are identified only by their versionId — pass that versionId where a Template ID is expected (e.g. delete_template, download_template).

ParametersJSON Schema
NameRequiredDescriptionDefault
idNoFilter by Template ID (64-bit format). Cannot be a Version ID.
limitNoMaximum number of results to return. Must be between 1 and 100 (Carbone API limit). Default: 100.
cursorNoPagination cursor from the previous response nextCursor field. Use to fetch the next page.
originNoFilter by upload origin. 0 = uploaded via API, 1 = uploaded via Carbone Studio.
searchNoFuzzy search in template names, or exact match on Template ID / Version ID.
categoryNoFilter by category (e.g. "invoices", "legal").
versionIdNoFilter by Version ID (SHA-256 format).
includeVersionsNoIf true, returns all versions for each template. Default: false (only deployed version).

Output Schema

ParametersJSON Schema
NameRequiredDescription
hasMoreYesWhether more results are available via the cursor.
templatesYesThe matching templates (all fields).
nextCursorNoCursor to pass to the next list_templates call.
render_documentGenerate Document
Read-onlyIdempotent
Inspect

Generate a document by merging a Carbone template with JSON data. Two modes: (1) pass templateId to use a previously uploaded template; (2) pass template (file path, URL, or base64) to upload and render in a single request without storing a template. Supports output format conversion, multilingual rendering, currency conversion, batch generation, and advanced PDF options (watermark, password, PDF/A). Async mode: pass webhookUrl to render asynchronously — Carbone will POST the renderId to your URL when the document is ready. Async mode is required when using batch generation (batchSplitBy).

ParametersJSON Schema
NameRequiredDescriptionDefault
dataNoJSON data merged into the template — an object, or a top-level array (accessed with {d[i].field}). Access fields with {d.fieldName} tags. Nested objects: {d.customer.name}. Array loops: {d.items[i].description} … {d.items[i+1]}. Conditionals: {d.status == "active" ? "Yes" : "No"}. Optional — if omitted, defaults to an empty object {} so the template is simply converted (tags resolve to empty). Useful to convert a stored template by templateId without data injection. Instead of inlining a large dataset, you may pass a STRING reference to the JSON: a local file path (e.g. "/data/invoices.json"), an HTTPS URL, or a base64-encoded JSON string — it is read and parsed server-side. Local paths resolve in stdio (local) mode only; URLs and base64 work in both transports.
enumNoEnumeration map used with the :convEnum(TYPE) formatter to translate code values into human-readable labels. Define one key per enum type; each value is an object mapping code → label. Example: { "STATUS": { "1": "Active", "2": "Inactive", "3": "Pending" }, "ROLE": { "A": "Admin", "U": "User" } }. Template usage: {d.status:convEnum(STATUS)}, {d.role:convEnum(ROLE)}. May instead be passed by reference as a string — a local path, HTTPS URL, or base64 to a JSON file. Documentation: https://carbone.io/documentation.html#convenum-type-
langNoLocale of the generated document. Affects three things: (1) {t(key)} translation tags — selects the matching translation from the translations map. (2) :formatN number formatter — applies locale-specific thousand/decimal separators. (3) :formatC currency formatter — applies locale-specific currency symbols and formatting. Format: BCP-47 lowercase, e.g. "fr-fr", "en-us", "de-de", "es-es", "pt-br", "zh-cn", "ja-jp". Full list: https://github.com/carboneio/carbone/blob/master/formatters/_locale.js
templateNoInline template for one-shot render without storing a template first. Accepts a local file path (e.g. /home/user/invoice.docx), a URL (https://example.com/template.docx), or a base64-encoded string. The template is uploaded and rendered in a single API request — no Template ID is returned. Use this for ephemeral renders; use upload_template + templateId when you need to reuse the template. Supported formats: DOCX, XLSX, PPTX, ODT, ODS, ODP, ODG, HTML, XHTML, IDML, XML, Markdown (MD), PDF, and more. Mutually exclusive with templateId — provide exactly one, never both.
timezoneNoIANA timezone used to convert dates in the rendered document. Default: "Europe/Paris". Applied when templates use the :formatD formatter, e.g. {d.date:formatD(YYYY-MM-DD HH:mm)}. Common values: "UTC", "America/New_York", "America/Los_Angeles", "Europe/London", "Europe/Paris", "Europe/Berlin", "Asia/Tokyo", "Asia/Shanghai", "Australia/Sydney". Full list (TZ identifier column): https://en.wikipedia.org/wiki/List_of_tz_database_time_zones
convertToNoOutput format. If omitted, the output matches the template format. Documents : "pdf", "docx", "xlsx", "pptx", "odt", "ods", "odp", "odg", "rtf", "epub". Web/text : "html", "xhtml", "txt", "csv", "md", "xml", "idml". Images : "png", "jpg", "jpeg", "webp", "svg", "tiff", "bmp", "gif". Archive : "zip" (use with batchSplitBy for batch output). Simple usage: "pdf". Advanced usage: { "formatName": "pdf", "formatOptions": { ... } } for PDF-specific options.
converterNoConverter engine. Only relevant when convertTo is "pdf" (or an image rasterised from a document). "L" — LibreOffice (default): best all-round engine for DOCX, XLSX, PPTX, ODT, ODS, ODP. "O" — OnlyOffice: highest fidelity for Microsoft Office formats (DOCX, XLSX, PPTX). "C" — Chromium: best for HTML/CSS/JS templates — full browser rendering. If omitted, LibreOffice is used by default.
complementNoExtra data object accessible in templates with {c.field} tags (as opposed to {d.field} for main data). Useful for static or shared values that should not be mixed into the main dataset: company info, logo URLs, footer text, configuration constants. Example: { "company": "Acme Corp", "address": "123 Main St", "vatNumber": "FR12345" }. Like data, may instead be passed by reference as a string — a local path, HTTPS URL, or base64 to a JSON file.
outputPathNoOptional local file path to save the generated document to (e.g. "/home/user/out.pdf" or "~/out.pdf"). When set, the file is written to disk and the tool returns the saved path + size instead of embedding the document inline — ideal for large files. Local (stdio) mode only; rejected in HTTP mode. Ignored for async/webhook renders (no document is returned inline).
reportNameNoFilename (WITHOUT extension) for the generated document, returned in the Content-Disposition header. Carbone automatically appends the extension that matches convertTo, so do not include one — passing "invoice.pdf" yields "invoice.pdf.pdf". Supports Carbone tags resolved against the data at render time. Examples: "invoice" (static), "{d.type}-{d.id}" (dynamic), "{d.client}-{d.date:formatD(YYYY-MM)}".
returnLinkNoIf true, generate the document and return a public download URL instead of the file contents. The link is SHORT-LIVED and ONE-TIME — Carbone deletes the file after the first download — so it is meant for the end user to download once (do not fetch it programmatically). Works in stdio and HTTP. Mutually exclusive with outputPath, asAttachment, and webhookUrl (async).
templateIdNoThe ID of a previously uploaded template to render. Two ID formats are accepted: (1) Template ID (64-bit) — stable identifier shared across versions; Carbone automatically uses the deployed version. (2) Version ID (SHA-256) — pins rendering to a specific version regardless of deployment status. Both are returned by upload_template. Mutually exclusive with template — provide exactly one, never both.
webhookUrlNoWebhook URL to enable asynchronous rendering. When provided, Carbone returns immediately and POSTs { "success": true, "data": { "renderId": "..." } } to this URL when the document is ready. The default render timeout is extended to 5 minutes on Carbone Cloud (vs 60 s for synchronous requests). Download the document with GET /render/:renderId once the webhook is received. Required when using batchSplitBy (batch generation is always asynchronous). Example: "https://your-server.com/carbone-webhook".
batchOutputNoContainer format for the batch result. Use "zip" to receive all generated documents as a single ZIP archive. Must be used together with batchSplitBy.
hardRefreshNoIf true, Carbone recomputes pagination and refreshes the table of contents after rendering. Requires convertTo to be defined. Use this for DOCX/ODT templates that contain a TOC field or cross-references that need updating after data injection.
variableStrNoCarbone alias expressions evaluated once before rendering, available everywhere in the template. Used to pre-compute reusable values or shorten repetitive paths. Syntax: "{#aliasName = expression}". Example: "{#fullName = d.firstName + \" \" + d.lastName}{#total = d.price * d.qty}". Aliases are then used in the template as {#fullName}, {#total}. Documentation: https://carbone.io/documentation.html#alias
asAttachmentNoIf true, return the document as a downloadable file attachment (a base64 EmbeddedResource), for any format. Default delivery: text and png/jpg/gif/webp are returned inline; other binary outputs (PDF, Office, …) are saved to a temp file in stdio mode (path returned), or returned as an attachment in HTTP mode. Ignored when outputPath or returnLink is set.
batchSplitByNoJSON path to the array in your data that drives batch generation. One document is generated per element of the array; all documents are bundled together. Use batchOutput: "zip" to receive a single ZIP archive. Use batchReportName to customise each filename inside the ZIP. Example: "d.invoices" — produces one PDF per item in data.invoices. Example: "d.employees" — produces one contract per employee.
translationsNoTranslation map for multilingual documents. Requires "lang" to be set to select the active locale. Top-level keys are BCP-47 locale codes; values are key → translated-string maps. Template usage: {t(greeting)} is replaced by the matching string for the active locale. Example: { "fr-fr": { "greeting": "Bonjour", "total": "Total" }, "en-us": { "greeting": "Hello", "total": "Total" } }. These dictionaries get large, so you may instead pass a string reference — a local path, HTTPS URL, or base64 to a JSON file. Documentation: https://carbone.io/documentation.html#translations
currencyRatesNoExchange rate table used by :formatC for currency conversion. Keys are ISO 4217 currency codes; values are rates relative to a common base. The base currency should have rate 1. Example: { "EUR": 1, "USD": 1.08, "GBP": 0.86, "JPY": 160.5 }. May instead be passed by reference as a string — a local path, HTTPS URL, or base64 to a JSON file.
currencySourceNoISO 4217 currency code of the monetary amounts in the JSON data. Used by the :formatC formatter as the conversion source. Must be set together with currencyTarget and currencyRates. Example: "EUR" if all prices in your data are in euros.
currencyTargetNoISO 4217 currency code of the output document. The :formatC formatter converts amounts from currencySource to this currency using currencyRates. Must be set together with currencySource and currencyRates. Example: "USD" to display prices in US dollars. Documentation: https://carbone.io/documentation.html#formatc-precisionorformat-
webhookHeadersNoCustom headers Carbone will include when POSTing to your webhookUrl. Pass plain header names as keys — the prefix "carbone-webhook-header-" is added automatically before sending to Carbone, and Carbone forwards the original header names to your webhook endpoint. Example: { "authorization": "my-secret", "custom-id": "12345", "custom-name": "Jane Doe" } — Carbone will call your URL with headers: authorization: my-secret, custom-id: 12345, custom-name: Jane Doe. Requires webhookUrl to be set.
batchReportNameNoFilename pattern for each individual document inside the batch ZIP. Supports Carbone tags. Tags are resolved against the item's data (relative path) or the full dataset (absolute path). Examples: "invoice-{d.id}.pdf", "{d.client.name}-{d.date}.docx". Must be used together with batchSplitBy.
egressAuthorizationNoValue for the Authorization header Carbone adds to its OUTBOUND (egress) requests while rendering — fetching external images ({d.imageUrl}), external PDFs (:appendFile / :attachFile), and calling webhooks. For example "Bearer abc123" or "my-secret" makes Carbone send `authorization: <value>` to those hosts. Only the authorization header can be customised; max 512 characters. For webhook calls specifically, webhookHeaders.authorization (if set) overrides this value.
update_template_metadataUpdate Template Metadata
Idempotent
Inspect

Update the metadata of a stored template: name, comment, category, tags, deployment timestamp, or expiration. Use deployedAt to activate a specific version for rendering. Use expireAt to schedule or trigger immediate deletion.

ParametersJSON Schema
NameRequiredDescriptionDefault
nameNoNew display name.
tagsNoNew list of tags — replaces existing tags entirely.
commentNoNew free-text comment.
categoryNoNew category.
expireAtNoUnix timestamp (seconds) at which this template will be automatically deleted. Use 42000000000 to delete immediately.
deployedAtNoUnix timestamp (seconds) to set as the deployment time for this version. Carbone picks the version with the most recent deployedAt when rendering. Use 42000000000 to deploy immediately (special "NOW" value).
templateIdYesTemplate ID (64-bit) or Version ID (SHA-256) to update. Using a Template ID updates the metadata shared by all versions. Using a Version ID updates only that specific version.
upload_templateUpload TemplateInspect

Upload and store a reusable Carbone template. Once uploaded, use render_document with the returned Template ID to generate documents from it. Supports versioning: multiple versions can live under a single stable Template ID, with deployedAt controlling which version is active. Accepted formats: DOCX, XLSX, PPTX, ODT, ODS, ODP, ODG, HTML, XHTML, IDML, XML, Markdown, PDF, and more.

ParametersJSON Schema
NameRequiredDescriptionDefault
idNoExisting Template ID (64-bit format) to add this upload to its version history. If omitted, a new Template ID is generated. Providing a Version ID (SHA-256) is not allowed and will cause an error.
nameYesDisplay name for the template (e.g. "Invoice Template", "NDA Contract").
tagsNoTags for searchability and filtering (e.g. ["sales", "billing", "v2"]).
sampleNoSample input data attached to the template for testing in Carbone Studio. Each item must include data, complement, translations, and enum objects.
commentNoFree-text comment to describe the template version or its purpose.
categoryNoGroup templates into folders/categories (e.g. "invoices", "legal", "hr").
expireAtNoUTC Unix timestamp (seconds) at which this template will be automatically deleted. Use 42000000000 to delete immediately (special "NOW" sentinel value).
templateYesThe template file. Accepts a local file path (e.g. /home/user/invoice.docx), a URL (https://example.com/template.docx), or a base64-encoded string. Supported formats: DOCX, XLSX, PPTX, ODT, ODS, ODP, ODG, HTML, XHTML, IDML, XML, Markdown (MD), PDF, and more. Full list: https://carbone.io/documentation/developer/http-api/generate-reports.md
deployedAtNoUTC Unix timestamp (seconds) to set as the deployment time for this version. Carbone uses the version with the most recent deployedAt when rendering via Template ID. Use 42000000000 to deploy immediately (special "NOW" sentinel value).
versioningNoEnable template versioning (default: true). When true, a stable Template ID is generated and multiple versions can be managed under it. When false, behaves as legacy mode and returns only a templateId (SHA-256 hash).

Output Schema

ParametersJSON Schema
NameRequiredDescription
idNoStable Template ID (when versioning is enabled).
nameYesTemplate display name.
sizeNoTemplate size in bytes.
typeNoDetected template file type.
versionIdNoVersion ID (SHA-256) of this uploaded version.
templateIdNoTemplate ID returned in legacy/non-versioned mode.

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