Integration · Documents
Connect Claude & ChatGPT to TemplioniX
Ask your AI to produce a contract, offer or letter from one of your TemplioniX templates. It looks up the template, reads which fields and placeholders it expects, fills them from what you tell it, and generates the finished document as Word or PDF.
Free plan, no credit card. Takes about a minute.
Try asking
“Which templates do we have in TemplioniX?”
The AI lists the templates in your workspace with their IDs.
“What information does the offer letter template need?”
It reads the template's fields and placeholders so you know what to fill in.
“Show me an example of the data for the invoice template.”
It fetches a starter JSON payload for the template that shows the structure to fill in.
What your AI can do
Word and PDF output
Generate documents from your own templates in Word or PDF, with an optional document name.
Template fields
Read the fields and placeholders a template expects before filling it, so nothing is left blank by mistake.
Starter data
Get a sample JSON payload for any template, and set locale, time zone and currency options when you generate.
“Make a PDF offer letter for Maria Jensen, start date 1 March, salary 42,000 DKK.”
It fills the template's fields with your details and generates the document as a PDF.
“Generate the service agreement for Nordic Foods ApS as a Word file called 'Nordic Foods agreement'.”
It generates the document in Word format with the name you gave it.
“Create the quote with Danish number formats and DKK as currency.”
It passes locale and currency options, so dates and amounts in the document are formatted that way.
4 tools for TemplioniX
These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.
generate_documentChanges dataGenerate a Word or PDF document from a template: pass `template_id`, the `data` object with the template's fields, and optionally `format`, `document_name` and `options` (locale, time zone, currency).get_template_fieldsGet the fields and placeholders a template expects, by `template_id`. Use this before generating a document to know what data to fill in.get_template_sample_dataChanges dataGet a starter JSON data payload for a template by `template_id`, showing the structure to fill in when generating a document.list_templatesList the document templates in your TemplioniX workspace, with their IDs. Supports `page` and `limit`.
Set up in three steps
- 1
Pick the app
Create a free PipMCP account and choose TemplioniX from the app list.
- 2
Paste your key
Paste your TemplioniX API key. Log in to TemplioniX, open API Keys in your workspace and generate a key, then copy it.
- 3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
- Click your name, then Settings › Connectors › Add custom connector.
- Paste your link as the Remote MCP server URL.
- Switch it on from the + menu in a chat.
Questions
What can the AI do in TemplioniX?
The AI can list the templates in your workspace, read the fields and placeholders a template expects, fetch a sample data payload for a template, and generate a Word or PDF document from a template with the data you give it.
Does the AI see my TemplioniX API key?
No. Your TemplioniX API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.
Can I control what the AI is allowed to do?
Yes. You choose which tools are switched on, so you can start by only listing templates and reading their fields. Generating a document can require your approval before it runs. Every tool call is logged.
Does it work with ChatGPT?
Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.
What does it cost?
PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own TemplioniX account.
Can the AI change my templates?
No. The AI works with the templates you already have in TemplioniX. It can read them and generate documents from them, but it cannot create, edit or delete templates.
Related integrations
Let your AI work in TemplioniX today.
Start free. Your key stays encrypted, and you decide what the AI may do.
Connect TemplioniX freePipMCP is not affiliated with TemplioniX. Product names are trademarks of their owners.