Template studio

Access boundary: Current capability and authority required.

Implemented; AI suggestions require configuration and organisation consent.

Surfaces: Web, REST and MCP; optional configured AI proposal service.

Read the engineering guide · All features

Capabilities

1. Private, shared and organisation template libraries
2. Five synthetic examples: letter, invoice, statement, quote and delivery note
3. Private copy or blank creation with the REST/MCP authoring guide
4. Word DOCX content import with explicit layout warnings
5. Designer variables, tables, columns, logos, formats and conditions
6. Business schema, sample data, calculations and totals
7. Review AI proposals before explicit application
8. Exact PDF preview, immutable versions, publication, duplication and archival
9. Independent use, edit, publish and share rights
10. Owner-only removal preserving historical PDFs and provenance
11. Document-studio exclusions cover DOCX, text, existing templates and business data; stop known excluded content and request a person-redacted copy without web bypass
12. AI suggestions revalidate edit rights, membership, OAuth connection, revision and transfer consent before inference and before returning; reject stale proposals without automatic application/publication

REST operations

• GET /api/templates/authoring-guide
• GET /api/templates/examples
• GET /api/templates/examples/{exampleId}
• GET /api/templates
• POST /api/templates
• POST /api/templates/import-docx
• GET /api/templates/{id}
• DELETE /api/templates/{id}
• PATCH /api/templates/{id}
• POST /api/templates/{id}/publish
• POST /api/templates/{id}/duplicate
• POST /api/templates/{id}/share
• GET /api/templates/{id}/sharing
• POST /api/templates/{id}/archive
• POST /api/templates/{id}/preview
• POST /api/templates/{id}/suggest
• GET /api/templates/{id}/schema

Read the REST integration guide for authentication, errors and contract discovery.

MCP tools

• archive_template
• create_template
• delete_template
• duplicate_template
• get_template
• get_template_authoring_guide
• get_template_example
• get_template_schema
• get_template_sharing
• import_docx_template
• list_template_examples
• list_templates
• preview_template
• publish_template
• share_template
• suggest_template
• update_template

Read the MCP integration guide for scope, approval and host boundaries.