Formatix AI MCP Server
OfficialAllows generating branded talent documents directly within Perplexity by connecting to the Formatix MCP server.
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@Formatix AI MCP ServerGenerate a branded candidate profile from this LinkedIn text."
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
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
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.
Related MCP server: KnowledgeBaseMCP
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
Remote MCP — point ChatGPT, Claude or Perplexity at the hosted Formatix MCP endpoint.
npx(this package) — run locally inside Claude Desktop, Cursor or Claude Code.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 you@yourcompany.com" — the
claim_accesstool issues a key instantly, orSign 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/mcpAuthenticate with your Formatix account (OAuth) or paste your fxi_ API key when prompted.
Tools
Tool | What it does |
| List every document Formatix can generate (assessment reports, profiles, shortlists, proposals…) with available formats. Call this first. |
| The hero. Any source text → any branded document in DOCX/PPTX/PDF/XLSX. Returns a |
| LinkedIn profile text → polished resume / candidate profile. |
| Poll a |
| 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 clientConfiguration
Env var | Default | Purpose |
| (none) | Your |
|
| 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
License
MIT © Formatix AI Ltd
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Maintenance
Resources
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If you are the server author, to access and configure the admin panel.
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