Branded talent docs: assessment reports, profiles, shortlists & proposals in DOCX/PPTX/PDF/Excel
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
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.
npx (this package) — run locally inside Claude Desktop, Cursor or Claude Code.Free access requires a company email — personal inboxes (gmail, outlook, yahoo, proton…) are not eligible.
claim_access tool issues a key instantly, orSet the key as FORMATIX_API_KEY in the configs below.
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/mcp.json:
{
"mcpServers": {
"formatix": {
"command": "npx",
"args": ["-y", "@formatix-ai/mcp"],
"env": { "FORMATIX_API_KEY": "fxi_your_key_here" }
}
}
}
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.
| 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. |
claim_access | Get a free API key with your company email. |
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
| Env var | Default | Purpose |
|---|---|---|
FORMATIX_API_KEY | (none) | Your fxi_ key. Without it, only claim_access works. |
FORMATIX_API_BASE | https://platform.formatix.ai | Override for testing against another environment. |
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.
MIT © Formatix AI Ltd
Source-derived launch command. Check the maintainer’s required arguments and credentials before running:
npx -y @formatix-ai/mcpMerge this template into ~/Library/Application Support/Claude/claude_desktop_config.json. Keep existing servers. Add any arguments, credentials, and permissions required by the maintainer; this template has not been install-tested.
{
"mcpServers": {
"io-github-formatixai-mcp-server": {
"command": "npx",
"args": [
"-y",
"@formatix-ai/mcp"
]
}
}
}Restart Claude Desktop completely for changes to take effect. Confirm the server appears connected in the client’s tool list, then try a read-only example from its documentation.
Claude Desktop setup referenceio.github.FormatixAI/mcp-server works with any MCP-compatible client. Copy the config snippet from the Configuration section above and add it to the file shown for your client, then restart the application.
~/Library/Application Support/Claude/claude_desktop_config.jsonRestart Claude Desktop completely for changes to take effect.~/.cursor/mcp.jsonRestart Cursor for changes to take effect..vscode/mcp.jsonReload VS Code window for changes to take effect.~/.codeium/windsurf/mcp_config.jsonRestart Windsurf for changes to take effect..mcp.jsonSave at the project root, then start Claude Code in that project and review the MCP server approval prompt. Keep real credentials out of shared files.