Integration · Documents

Connect Claude & ChatGPT to Templafy

Ask your AI to find the right company template in Templafy and fill it with your data. It can search document, presentation and spreadsheet templates, text elements, images and PDFs across your spaces. Then it generates a Word document, PowerPoint or Excel file and gives you a download link.

Connect Templafy free

Free plan, no credit card. Takes about a minute.

Try asking

“Find our proposal template in Templafy.”
The AI finds your space and document library, then searches templates by name, description or tags.
“Create a proposal for Nordic Freight from the standard template, with a PDF copy.”
It reads which data fields the template accepts, fills them and generates a Word document with a PDF. You get a download link.
“Make the Q3 review deck from our presentation template.”
It generates a PowerPoint presentation from the template with the data you give it.

What your AI can do

Search every library

Browse spaces, libraries and folders, and search templates, text elements, images and PDFs by name, description or tags.

Generate on-brand files

Create Word documents, PowerPoint presentations and Excel spreadsheets from your templates, with an optional PDF copy of documents and presentations.

Filled with your data

The AI reads which data fields a template accepts and passes your values, so the file comes back filled in.

“Is there a standard confidentiality clause we can use?”
It searches your text elements for the clause and renders it with your data.
“Find our logo in the image library.”
It searches images in the library folder by name and returns the matches.
“Which spaces and libraries do I have access to?”
It lists your spaces and the library types each one has.

60 tools for Templafy

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

create_data_sourceChanges dataCreate a new data source. Required: name. API summary: Creates a new data source.
create_data_source_fieldChanges dataCreate a new field for a data source. API summary: Creates a new data source field.
create_data_source_productChanges dataCreate a new product for a data source. API summary: Creates a new data source item.
create_folderChanges dataCreate a new folder for a folder. Required: name. API summary: Creates a folder inside the specified folder.
create_folder_documentChanges dataCreate a new document for a folder. Required: name or url. Search documents first to avoid duplicates. API summary: Creates the link asset.
delete_data_sourceDeletesPermanently delete a data source by data source id. Destructive action; may require approval. API summary: Deletes an existing data source.
delete_data_source_fieldDeletesPermanently delete a field by field id. Destructive action; may require approval. API summary: Deletes a data source field.
delete_data_source_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Deletes an existing data source item.
delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Deletes the document template by the identifier.
delete_document_2DeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Deletes the image by the identifier.
delete_document_3DeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Deletes the link by the identifier.
delete_document_4DeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Deletes the pdf by the identifier.
delete_document_5DeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Deletes the presentation template by the identifier.
delete_document_6DeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Deletes the slide element deck by the identifier.
delete_document_7DeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Deletes the slide deck by the identifier.
delete_document_8DeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Deletes the spreadsheet template by the identifier.
delete_document_9DeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Deletes the text element by the identifier.
delete_document_deleteDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Deletes the email element by the identifier.
delete_folderDeletesPermanently delete a folder by folder id. Destructive action; may require approval. API summary: Deletes the folder by the identifier.
delete_item_fieldDeletesPermanently delete a field by field id. Destructive action; may require approval. API summary: Deletes an existing field from a data source item.
generate_documentChanges dataGenerate a Word document from a template. Needs space_id, asset_id (the template ID), the user's email, and optional data (JSON string with field values). Set include_pdf for a PDF copy. Returns a download link.
generate_presentationChanges dataGenerate a PowerPoint presentation from a template. Needs space_id, asset_id, the user's email and optional data (JSON string). Set include_pdf for a PDF copy.
generate_spreadsheetChanges dataGenerate an Excel spreadsheet from a template. Needs space_id, asset_id, the user's email and optional data (JSON string).
generate_text_elementChanges dataRender a text element with your data. Needs space_id, asset_id, the user's email and optional data (JSON string).
get_data_sourceGet one data source by data source id. API summary: Gets an existing data source.
get_data_source_fieldGet one field for a data source by field id. API summary: Gets an existing data source field.
get_data_source_productGet one product for a data source by product id. API summary: Gets an existing data source item.
get_document_2Get one document by document id. API summary: Returns the image by the identifier.
get_document_3Get one document by document id. API summary: Returns the link asset by the identifier.
get_document_6Get one document by document id. API summary: Returns the slide element deck or slide element by the identifier.
get_document_7Get one document by document id. API summary: Returns the slide deck or slide by the identifier.
get_document_9Get one document by document id. API summary: Returns the text element by the identifier.
get_document_getGet one document by document id. API summary: Returns the email element by the identifier.
get_document_templateGet one Word document template by space_id and document_id, including its name, tags and the data fields it accepts.
get_folderGet one folder by folder id. API summary: Returns the folder by the identifier.
get_libraryGet one library in a space by space_id and library_type (documents, presentations, spreadsheets, etc.). Returns the root folder_id you need to browse or search templates.
get_pdfGet one PDF file from a library by space_id and document_id, including its download link.
get_presentation_templateGet one presentation template by space_id and document_id.
get_spreadsheet_templateGet one spreadsheet template by space_id and document_id.
list_data_source_productsList products for a data source. Results are paginated. API summary: Lists all existing data source items.
list_data_sourcesList data sources. API summary: Lists all existing data sources.
list_foldersList the subfolders of a folder in a library. Needs space_id, library_type and folder_id.
list_librariesList all libraries across your spaces, showing which library types (documents, presentations, spreadsheets, etc.) each space has.
list_spacesList the Templafy spaces (template libraries per company or department) you can access. Start here to get a space_id.
search_document_templatesSearch Word document templates in a folder by name, description or tags (search_query). Needs space_id and folder_id (root folder from get_library).
search_folder_documents_3Search documents for a folder by search query. Use this to find existing documents before creating a new document. Results are paginated. API summary: Lists all link assets in the folder.
search_folder_documents_6Search documents for a folder by search query. Use this to find existing documents before creating a new document. Results are paginated. API summary: Lists all slide element decks along with slide elements in the folder.
search_folder_documents_7Search documents for a folder by search query. Use this to find existing documents before creating a new document. Results are paginated. API summary: Lists all slide decks along with slides in the folder.
search_folder_documents_getSearch documents for a folder by search query. Use this to find existing documents before creating a new document. Results are paginated. API summary: Lists all email elements in the folder.
search_imagesSearch images (logos, photos) in a library folder by search_query. Needs space_id and folder_id.
search_pdfsSearch PDF files in a library folder by search_query. Needs space_id and folder_id.
search_presentation_templatesSearch PowerPoint presentation templates in a folder by name, description or tags (search_query). Needs space_id and folder_id.
search_spreadsheet_templatesSearch Excel spreadsheet templates in a folder by name, description or tags (search_query). Needs space_id and folder_id.
search_text_elementsSearch reusable text elements (standard paragraphs, clauses) in a folder by search_query. Needs space_id and folder_id.
update_data_sourceChanges dataUpdate an existing data source identified by data source id. Only the fields you pass are changed. API summary: Updates an existing data source.
update_data_source_fieldChanges dataUpdate an existing field identified by field id. Only the fields you pass are changed. API summary: Updates an existing data source field.
update_data_source_productChanges dataUpdate an existing product identified by product id. Only the fields you pass are changed. API summary: Updates data source item.
update_documentChanges dataUpdate an existing document identified by document id. Only the fields you pass are changed. API summary: Updates the document template.
update_folderChanges dataUpdate an existing folder identified by folder id. Only the fields you pass are changed. API summary: Updates the folder.
update_item_fieldChanges dataUpdate an existing field identified by field id. API summary: Updates a single field on a data source item.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Templafy from the app list.
2
Paste your key
Enter your Templafy tenant (the "acme" in acme.templafy.com) and paste an API key. In Templafy Admin Center, go to the account section > API Keys, create a key with the scopes you need, such as Public Library, and copy it.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Templafy?

It can list spaces, libraries and folders and search document, presentation and spreadsheet templates, text elements, images and PDFs. It can read a template's details, including the data fields it accepts. It can generate Word documents, PowerPoint presentations, Excel spreadsheets and text elements from your templates.

Does the AI see my Templafy API key?

No. You paste your Templafy API key into HeyMyApps once. It is encrypted at rest, never shown to the AI and never shown again after you save it. The AI only gets the results of the tools you have switched on.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, for example search only, or search plus Word documents. You can also require approval before the AI generates a file. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and add your HeyMyApps 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) and in Cursor.

What does it cost?

HeyMyApps has a free plan, and you do not need a credit card to start. Paid plans are billed per completed task. You connect your own Templafy account, so anything Templafy charges is between you and Templafy.

Why does generating a file need an email address?

Templafy generates files for a specific user, so the generate tools need the user's email along with the space and template ID. Tell the AI which email to use, and it passes it with each request. The result is a download link to the finished file.