Templated MCP: render images and PDFs from a chat

How to connect Templated to Claude, ChatGPT or Cursor

1. 1Click Connect Templated free and sign in with your Templated account.
2. 2Rendering and listing are what most teams want. Deleting a template is permanent, so switch that off, and consider the tag tools too if your templates are organized by hand.
3. 3Add ContextGate to your AI app as a connector or MCP server. The steps for each app are on the Works with page.
4. 4Ask your AI app to render one of your Templated templates with new text and return the result, then check Activity for the render.

Render documents without opening Templated

• Render a template into an image or PDF with variables you supply, such as an invoice's line items.
• List your templates and the renders made from each.
• Clone a template under a new name before changing it.
• Add, remove or replace tags on a template.
• Manage folders, uploads and fonts.

Protect your templates

• Switch off template deletion; your AI app can still clone and render.
• Policies can hide personal data, such as a customer's address in render variables.
• Activity records every render your AI apps create.

What you get with Templated and ContextGate

• Your AI apps can use TemplatedClaude, Cursor, ChatGPT and other AI apps reach Templated through the one ContextGate connection you add to them.
• You choose which tools they can useSwitch off any Templated tool you don't want used. It's hidden from your AI apps and refused if called.
• Every call is checked and recordedYour policies check each call (for example, personal data is hidden and secrets are blocked), and Activity keeps a record of it.

ContextGate sees only the tool calls that go through it, not your AI app's built-in tools or your chats.

Templated tools

Examples of what your AI apps can do in Templated. You'll see the exact list of tools after you connect it.

• Clone TemplateTool to clone an existing template. use after you have a template id and want to duplicate it with a new name. example: "clone template tpl 123 as 'copy of template'".
• Create Template RenderTool to create a document render from a template. use when you need a pdf or image output with dynamic variables. example: "generate an invoice pdf using template 'tpl 123' with variables { ... }."
• Delete TemplateTool to delete a template by its unique id. use when you have confirmed the template id and need to remove it permanently.
• Get Account InformationTool to retrieve account information, including email, name, and timestamps. use after confirming your api token is valid.
• List All TemplatesTool to list all templates of a user. use when you need to retrieve available templates with optional pagination.
• List Template RendersTool to list all renders of a specific template. use after obtaining a template id when you need paginated render results.
• Retrieve Template RenderTool to retrieve details of a specific render by its id. use after obtaining the render id when you need details of a render.
• Retrieve TemplateTool to retrieve a single template by its unique id. use after obtaining the template id.
• Add Tags to TemplateTool to append new tags to an existing template without overwriting existing tags. use when you already have the template id and want to add additional tags.
• Remove Template TagsTool to remove specific tags from a template. use when you have a template id and want to untag existing tags.
• Update Template TagsTool to overwrite all tags on a template. use when you need to replace the entire tag list for a specific template.