Select and inspect
Choose a Docs, Slides, or Sheets template with Google Picker, then read summary or structural details before planning changes.
OPTIONAL INTEGRATION FOR AI AGENTS
Ask your agent to prepare an editable Google proposal, then publish after review.
“Use these meeting notes to prepare a proposal in my Google template, then publish it after review.” Templify MCP gives compatible AI agents the Google file, publishing, and engagement operations needed to complete that workflow.
Optional integration. The Google Workspace add-on works without MCP.
5 shared free actions/monthGoogle OAuthEditable Google filesWeb + PDF publishing
SEE THE OUTCOME FIRST
Notes in. Editable Google proposal out. Publish only after review.
Your agent host supplies the AI and any transcription. Templify performs explicit Google file, proposal publishing, and engagement-signal operations.
Source notesPaste meeting notes or provide source material to your agent.
→
Editable Google proposalThe agent copies or uploads a template and prepares a reviewable Google file.
→
Published proposalAfter review, publish a separate webpage with a PDF download.
→
Engagement signalsReview views, estimated active time, device, browser, and referrer data.
Clear boundary: the agent host reasons, writes, and transcribes when supported. Templify does not provide the AI model or transcription.
ONE-PROMPT SETUP
Install and configure Templify MCP in one conversation.
Paste this into Claude Code, Codex, or another compatible agent. It will detect the correct plugin and MCP workflow, preserve existing configuration, and stop when browser approval is required.
Safe, agent-aware setup
- Detect: identify the current agent, version, plugins, MCP servers, and skills.
- Configure: install the Templify plugin and its hosted streamable HTTP MCP endpoint without duplicating entries.
- Verify: confirm the tools and skills are discoverable. OAuth waits for your first Google action.
Set up Templify in this agent. Do what you can and guide me through anything that needs my input. 1. Identify this agent and version, then inspect existing plugins, MCP servers, and skills. Preserve existing configuration and avoid duplicates. 2. Install the Templify plugin using this agent's supported plugin or skill workflow from https://github.com/Doc-Failure/templify-agent-plugin. Check the installed client's help or current documentation before running commands. 3. Confirm that the plugin includes both Templify skills and its hosted MCP configuration. Do not copy credentials into chat, shell history, or repository files. 4. Reload or restart the agent only if required. On the first Google-dependent action, let me approve the Templify OAuth flow in my browser. 5. Verify that the Templify MCP tools and skills are discoverable, but do not create, upload, edit, deploy, or purchase anything during setup. When setup is complete, briefly report what succeeded and any action I must take. Then suggest a safe first test and ask for confirmation before using Google Drive.
Your approval stays explicit: setup does not create or modify files. The first Google-dependent action opens OAuth in your browser.
STREAMABLE HTTP MCP
Connect the hosted endpoint.
The repository already includes this configuration. Compatible MCP clients can use the same endpoint directly.
{
"mcpServers": {
"templify": {
"type": "http",
"url": "https://api-3cfmtpoddq-uc.a.run.app/mcp"
}
}
}
First Google action: approve OAuth
The first Google-dependent tool opens a browser authorization flow using the drive.file scope. Templify acts only on files the connected account can access. Access can be revoked from Google Account permissions.
MCP CAPABILITIES
From template selection to post-send analytics.
Each operation is exposed as an explicit MCP tool, so the agent can inspect before editing and keep the source file untouched.
Copy before editing
Create a fresh editable Drive copy. The original source template is never modified by the proposal workflow.
Apply typed edits
Use Google batchUpdate operations to personalize Docs, Slides, or Sheets with agent-generated content.
Upload Office files
Convert a local DOCX, PPTX, or XLSX into the corresponding editable Google file for continued work.
Deploy web and PDF
Publish a separately tracked proposal in scroll or book mode and return its public URL, PDF URL, expiry, and deployment ID.
Measure engagement
On Pro, inspect views, unique visitors, views by day, time by page, devices, browsers, and top referrers.
PROPOSAL FROM CONVERSATION
Turn a discovery call into an editable, trackable proposal.
Use the included skill and MCP together. Audio transcription, when available, is performed by your agent host — never by Templify.
Provide the conversation
Paste a transcript or attach a recording your agent host can transcribe. Templify never receives or transcribes the audio.
Select the Google template
Supply an accessible file URL or use Google Picker. The agent inspects it, copies it, and edits only the copy.
Review, deploy, and track
Keep the editable Google file, then publish a separate web/PDF version when requested and inspect engagement later.
Facts stay grounded: the workflow does not invent prices, commitments, customer facts, dates, or outcomes absent from the conversation. Proposed values and assumptions must be labeled.
ONE PLAN ACROSS BOTH INTERFACES
Use the add-on, MCP, or both with the same Google account.
One Pro subscription covers the Workspace add-on and MCP when both use the same Google account. Free monthly actions and the 50-active-proposal cap are shared across both interfaces.
Free
Shared across the add-on and MCP
$0 forever
- 5 actions per month across personalization and publishing
- Personalizing uses 1 action; publishing uses 1 action
- Published proposals expire after 7 days
- Up to 50 active published proposals
- Web proposal and PDF download included
Pro
One subscription for add-on and MCP
$19/month
- Unlimited monthly personalization and publishing actions
- Up to 50 active published proposals
- Choose an expiry or leave proposals open-ended
- Engagement signals: views, visitors, estimated active time, devices, browsers, and referrers
- Manage and unpublish active proposals
DATA BOUNDARIES
Clear separation between AI reasoning and file operations.
What your agent host does
Selects the model, understands source material, transcribes audio when supported, writes proposal content, and decides which explicit tool call is required.
What Templify MCP does
Selects, inspects, copies, uploads, and edits Google files; deploys separate web/PDF versions; enforces quota and expiry; and returns analytics.
FAQ
Before you connect.
Does Templify MCP run an AI model?
No. Claude Code, Codex, or another compatible host supplies the model and reasoning. Templify exposes deterministic Google file, deployment, billing, and analytics operations.
Does Templify transcribe recordings?
No. Recordings stay with the host application. If the host cannot transcribe audio, the proposal skill asks for a transcript instead.
Will the MCP edit my original template?
The proposal-from-conversation workflow inspects the source and creates a Drive copy before applying edits. The original template remains unchanged.
Are deployed proposals the same as the editable Google file?
No. Each deployment is a separate public, tracked web/PDF version. The editable Google file remains in Drive.
Does one Pro subscription cover the add-on and MCP?
Yes. Connect both interfaces with the same Google account. The plan, monthly usage, and limit of 50 active published proposals are shared.
What do the engagement signals prove?
They show page loads, estimated unique visitors, estimated active time, devices, browsers, and referrers. They do not verify recipient identity, prove reading or buying intent, or track reading after a PDF is downloaded.
How do I upgrade or cancel Pro?
Ask the connected agent to upgrade or manage the subscription. Templify returns a secure Stripe Checkout or customer portal link. Billing changes still require completion in the browser.
READY FOR AN AGENT-NATIVE PROPOSAL WORKFLOW?
Connect Templify MCP and deploy the first proposal free.
Install the plugin to get the MCP configuration and both Templify skills in one repository.