About ReportFlow
ReportFlow is an MCP server in the Content category: generate PDF reports from ReportFlow templates via Claude and other AI agents.
Install
claude mcp add reportflow -- npx -y reportflow-mcpnpx -y reportflow-mcpThis server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.
Tools (7)
authenticateFirst-time / re-authentication
Parameters not published.
copy_gallery_template**Write tool.** Copy a gallery template into the workspace you authorized (the target workspace is fixed by your access token and cannot be passed as an argument). Returns `designId` + `version` ready for `get_design_parameters` / `generate_pdf_sync`. Each call creates a new design — it never reuses a previous copy.
Parameters not published.
get_design_parametersFetch the parameter schema for a design
Parameters not published.
get_gallery_templateFetch full details of one public gallery template by `slug` (no auth needed)
Parameters not published.
list_templatesList available designs
Parameters not published.
search_gallery_templatesSearch the **public template gallery** (no auth needed) by keyword/category. Returns candidate templates that are *not yet* in your workspace — their `slug` cannot be used for PDF generation until copied.
Parameters not published.
suggest_paramsTranslate a natural-language brief into a `params` JSON via MCP Sampling (requires a Sampling-capable client)
Parameters not published.
Ask AI
Ask AI about ReportFlow
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README
reportflow-mcp
An MCP (Model Context Protocol) server that turns your ReportFlow templates into PDF reports — invoices, contracts, statements, anything you've designed — straight from Claude or any other MCP-compatible AI agent.
What it does
- Generate PDFs from natural-language requests like "create an invoice for Acme Corp totalling $300"
- Expose your ReportFlow designs and their parameter schemas directly to the AI as MCP Resources
- Bulk-generate many PDFs and download them as a single ZIP
- Save outputs to whichever workspace folder the user is currently in (Claude Desktop / Claude Code / Cursor / VS Code all supported)
Setup
Claude Desktop / Claude Code / Cursor
Add the following to your config file (.mcp.json, claude_desktop_config.json, ~/.cursor/mcp.json, etc.):
{
"mcpServers": {
"reportflow": {
"command": "npx",
"args": ["-y", "reportflow-mcp"]
}
}
}
That's the whole setup. No env vars, no API keys, no secrets to manage.
VS Code (MCP-enabled builds)
Same JSON in .vscode/mcp.json.
Requirements
- Node.js 18+ (auto-fetched by
npx) - A local environment with a browser (only required during the first login)
- A ReportFlow account
Usage
1. First-run authentication
After reloading the MCP client, ask the AI:
Authenticate with ReportFlow
A browser window opens. Sign in → pick a workspace → consent, and you're done. Tokens are stored in your OS keychain (macOS Keychain / Windows Credential Manager / Linux libsecret) and refreshed automatically.
2. Generate a PDF
Natural language (easiest)
Using the invoice template, create a PDF for Acme Corp totalling $330.
The AI will look up the template via list_templates, fetch its parameter schema with get_design_parameters, fill in the values, and call generate_pdf_sync — returning a local file path.
Slash commands
| Command | Purpose |
|---|---|
/generate_pdf |
Step-by-step recipe for a single PDF |
/generate_pdfs |
Recipe for batch PDF generation |
/reportflow_help |
Quick feature tour |
3. Where files are saved
Output location is resolved in this order:
- Explicit instruction from the user (e.g. "save to my Desktop")
- The currently-open workspace root (Claude Code / Cursor / VS Code)
- The OS temp directory as fallback
Reference
Tools (called by the AI)
| Tool | Purpose |
|---|---|
authenticate |
First-time / re-authentication |
list_templates |
List available designs |
get_design_parameters |
Fetch the parameter schema for a design |
generate_pdf_sync / _async |
Generate one PDF (sync returns path; async returns request ID) |
generate_pdfs_sync / _async |
Generate many PDFs (returns a ZIP) |
download_file / download_zip |
Download artifacts produced by async tools |
suggest_params |
Translate a natural-language brief into a params JSON via MCP Sampling (requires a Sampling-capable client) |
Resources (attachable as AI context)
| URI | Contents |
|---|---|
reportflow://designs |
List of available designs |
reportflow://designs/{designId}/parameters |
Parameter schema for one design |
reportflow://errors |
Catalog of error messages from the Content Service |
reportflow://server-info |
Server feature overview |
Prompts (slash-command recipe cards)
/generate_pdf, /generate_pdfs, /reportflow_help — pass arguments and the AI follows the prepared workflow.
Troubleshooting
| Symptom | Fix |
|---|---|
Error containing re-authentication required |
Ask the AI: "re-authenticate with ReportFlow" |
npx cannot find the package |
npm cache clean --force then retry |
| No keychain available on Linux | Falls back automatically to a chmod-0600 file under $XDG_STATE_HOME/reportflow-mcp/ |
| Browser cannot open over SSH / remote shell | Authenticate once on a local machine; afterwards the cached token works on remote hosts |
License
MIT — see LICENSE.
Links
README copy captured when this server was indexed; it may lag the repository. The original is authoritative.