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 ReportFlow: https://re-port-flow.com

npm: https://www.npmjs.com/package/reportflow-mcp

Issues: https://github.com/re-port-flow/reportflow-mcp/issues