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ReportFlow

re-port-flow/reportflow-mcp
STDIO, HTTPregistry active
Summary

Turns ReportFlow's browser-based template designer into a PDF generation endpoint you can call from Claude, Cursor, or VS Code. The server exposes tools for listing templates, fetching their parameter schemas, and generating PDFs from natural language (think "create an invoice for Acme Corp totalling $330"). Ships as both a hosted HTTP endpoint at mcp.re-port-flow.com/mcp that works from Claude.ai web with no local install, and as an npm package for stdio mode when you want PDFs saved directly to your workspace. Authentication is OAuth 2.0 with PKCE and dynamic client registration, so no API keys touch the AI client. Includes batch generation with ZIP downloads and a template marketplace covering invoices, quotes, receipts, and delivery slips.

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reportflow-mcp

npm version License: MIT smithery badge

An MCP (Model Context Protocol) server that turns your ReportFlow templates into PDF reports — invoices, contracts, statements, anything you've designed — straight from Claude, Cursor, VS Code, or any other MCP-compatible AI agent.

  • Hosted remote endpoint: https://mcp.re-port-flow.com/mcp — works from Claude.ai (web) with no npm and no Node.js
  • npm package: reportflow-mcp — local stdio fallback for Claude Desktop / Claude Code / Cursor / VS Code
  • Source: github.com/re-port-flow/reportflow-mcp
  • MCP Registry: io.github.re-port-flow/reportflow-mcp
  • Smithery: smithery.ai/servers/re-port-flow/reportflow-mcp

Why ReportFlow MCP

Several MCP servers exist for business-document generation. ReportFlow MCP differentiates itself on three axes.

  1. Remote-ready, setup-free — The hosted endpoint at https://mcp.re-port-flow.com/mcp lets you connect from Claude.ai (web) without installing npm or Node.js. Unlike other Japanese 帳票 (chohyo) MCP servers that ship as stdio-only local processes, business users without a dev environment can start using it on day one.
  2. No-code template design + template marketplace — Templates are designed in a browser-based GUI editor (Konva-based) with no code. A free template gallery covers invoices, quotes, receipts, delivery slips, reports and more, so AI agents can invoke ready-made templates from day one. You don't need to author JSON schemas to add templates.
  3. OAuth 2.0 + Dynamic Client Registration — Authentication is OAuth 2.0 (Authorization Code + PKCE) with Dynamic Client Registration — no API key is ever handed to the AI client. The security posture matches Claude.ai's first-party Connectors.

What it does

  • Generate PDFs from natural-language requests like "create an invoice for Acme Corp totalling $330"
  • Expose your ReportFlow designs and their parameter schemas as MCP Resources so the AI can attach them as context
  • Bulk-generate many PDFs and download them as a single ZIP
  • Save outputs to your AI client's workspace folder (stdio mode only — remote mode returns download URLs)

Setup

There are two ways to connect. Remote (HTTP) is recommended because it works from Claude.ai (web) and has no install step. Use local (stdio) if you specifically want generated PDFs saved into your local workspace folder, or if you need to run without a hosted endpoint.

Remote (HTTP) — recommended

No npm, no Node.js. The MCP client opens a browser for OAuth on first connect and tokens are managed server-side.

Claude Desktop / Claude Code / Cursor

Add to .mcp.json / claude_desktop_config.json / ~/.cursor/mcp.json:

{
  "mcpServers": {
    "reportflow": {
      "type": "http",
      "url": "https://mcp.re-port-flow.com/mcp"
    }
  }
}

VS Code (MCP-enabled builds)

VS Code uses servers at the top level instead of mcpServers. Add to .vscode/mcp.json:

{
  "servers": {
    "reportflow": {
      "type": "http",
      "url": "https://mcp.re-port-flow.com/mcp"
    }
  }
}

Claude Code CLI (one-liner)

claude mcp add --transport http reportflow https://mcp.re-port-flow.com/mcp

Claude.ai (web)

Settings → Connectors → Add custom connector → paste https://mcp.re-port-flow.com/mcp. The browser opens an OAuth consent screen on first use.

Local (stdio)

Use this when you want generated PDFs saved into the AI client's workspace folder on your machine, or when you need offline-friendly distribution. Requires Node.js 18+ (auto-fetched by npx) and a local browser for first-run OAuth.

Claude Desktop / Claude Code / Cursor

{
  "mcpServers": {
    "reportflow": {
      "command": "npx",
      "args": ["-y", "reportflow-mcp"]
    }
  }
}

VS Code

{
  "servers": {
    "reportflow": {
      "command": "npx",
      "args": ["-y", "reportflow-mcp"]
    }
  }
}

Requirements

  • Remote: an MCP-capable AI client (Claude.ai web, Claude Desktop, Cursor, VS Code) + a ReportFlow account. That's it.
  • Local: Node.js 18+ (auto-fetched by npx) + a local environment with a browser for the first-run OAuth + a ReportFlow account.

Usage

First-run authentication

After reloading the client, ask the AI:

Authenticate with ReportFlow

In remote mode the browser opens immediately on connect. In stdio mode the AI triggers the OAuth flow on demand. Sign in → pick a workspace → consent, and you're done.

  • Remote: tokens are managed server-side and refreshed automatically.
  • Local: tokens are stored in the OS keychain (macOS Keychain / Windows Credential Manager / Linux libsecret), with a chmod-0600 file fallback under $XDG_STATE_HOME/reportflow-mcp/ when libsecret is unavailable.

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 either a local file path (stdio) or a download URL (remote).

Slash commands

CommandPurpose
/generate_pdfStep-by-step recipe for a single PDF
/generate_pdfsRecipe for batch PDF generation
/reportflow_helpQuick feature tour

Where files are saved

Stdio mode, in order:

  1. Explicit user instruction (e.g. "save to my Desktop")
  2. The currently-open workspace root (Claude Code / Cursor / VS Code via MCP Roots)
  3. The OS temp directory as a fallback

Remote mode: the tool result contains a download URL (fileUrl) — the MCP client can't write to your filesystem directly.

Reference

Tools (called by the AI)

Every tool now carries MCP ToolAnnotations — a human-readable title plus the readOnlyHint / destructiveHint / idempotentHint / openWorldHint flags — so MCP-aware clients can render meaningful tool names and route the right approval prompts.

ToolTitlePurposeAnnotations
authenticateAuthenticate with ReportFlowFirst-time / re-auth (opens a browser)openWorldHint: true
list_templatesList ReportFlow TemplatesList available designsreadOnlyHint: true, idempotentHint: true
get_design_parametersGet Template ParametersParameter schema for one designreadOnlyHint: true, idempotentHint: true
generate_pdf_sync / _asyncGenerate PDF (sync/async)Generate one PDFnon-readOnly, non-destructive
generate_pdfs_sync / _asyncGenerate Multiple PDFs (sync/async)Batch PDF generation, returns ZIPnon-readOnly, non-destructive
download_file (stdio only)Download Generated FileSave an async-generated PDF to diskidempotentHint: true
download_zip (stdio only)Download Batch ZIPSave the batch ZIP to diskidempotentHint: true
suggest_paramsSuggest Parameters via SamplingTranslate a NL brief into params JSON (Sampling-capable clients)readOnlyHint: true

In remote (HTTP) mode the filesystem-writing tools (download_file, download_zip, stdio-bound generate_pdf_sync) are hidden — the remote endpoint can't reach your local disk.

Resources (attachable as AI context)

URIContents
reportflow://designsList of available designs
reportflow://designs/{designId}/parametersParameter schema for one design
reportflow://errorsCatalog of error messages from the Content Service
reportflow://server-infoServer feature overview & version

Prompts (slash-command recipe cards)

/generate_pdf, /generate_pdfs, /reportflow_help — pass arguments and the AI follows the prepared workflow.

Troubleshooting

SymptomFix
Error containing re-authentication requiredAsk the AI: "re-authenticate with ReportFlow"
npx cannot find the package (stdio)npm cache clean --force then retry
No keychain available on Linux (stdio)Falls back automatically to a chmod-0600 file under $XDG_STATE_HOME/reportflow-mcp/
Browser cannot open over SSH / remote shell (stdio)Authenticate once on a local machine; afterwards the cached token works on remote hosts
Rate limit exceeded (429)Per-workspace rate limit. Wait the seconds reported in the Retry-After header before retrying. Prefer async endpoints for batch jobs.

License

MIT — see LICENSE.

Links

  • ReportFlow: https://re-port-flow.com
  • Official docs: https://doc.re-port-flow.com/docs/integrations/mcp
  • Template gallery: https://templates.re-port-flow.com
  • npm: https://www.npmjs.com/package/reportflow-mcp
  • Issues: https://github.com/re-port-flow/reportflow-mcp/issues
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Configuration

REPORTFLOW_CLIENT_ID

Override default OAuth client_id (optional, defaults to the official public client 'reportflow-mcp')

REPORTFLOW_AUTH_URL

Override default ReportFlow auth URL (optional, defaults to https://re-port-flow.com/api/v1)

REPORTFLOW_API_BASE_URL

Override default ReportFlow Content Service URL (optional, defaults to https://api.re-port-flow.com)

REPORTFLOW_TOKEN_STORE

Token store backend: 'keychain' (default) or 'file'

Categories
Documents & Knowledge
Registryactive
Packagereportflow-mcp
TransportSTDIO, HTTP
UpdatedJun 5, 2026
View on GitHub

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