docsapi_key

Carbone

Carbone is a fast and simple report generator that converts JSON data into various document formats such as PDF, DOCX, XLSX, ODT, and more, using templates.

Verdict

Carbone generates formatted documents from templates and JSON data inside Switchy. @mention it to render invoices, contracts, reports, or any repeatable document in PDF, DOCX, XLSX, or other formats. Your team uploads a template once, then feeds it fresh data each time — no manual copy-paste. Designers own the layout in Word or Excel; the AI handles the merge. Most valuable for ops, finance, and customer success teams that send dozens of similar documents weekly. Requires an API key from Carbone's dashboard; you'll store it in Switchy during setup.

Common use cases

  • Generate client invoices from CRM data
  • Render signed contracts with deal terms
  • Export weekly reports as branded PDFs
  • Produce personalized offer letters at scale
  • Merge spreadsheet templates with live metrics

Integration

Vendor
Carbone
Category
docs
Auth
API_KEY
Tools
7
Composio slug
carbone

Tools

  • Delete Carbone Template
    destructive

    Tool to delete a template from the carbone server. use after confirming you have the correct template id.

  • Download Template

    Tool to download a template from carbone by template id. use when you need to retrieve the original template file.

  • Generate Carbone Report

    Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.

  • Generate Template ID

    Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.

  • Get Carbone Server Status

    Tool to retrieve the current status and health of the carbone server. use before generating reports to ensure the service is operational.

  • Set Carbone API Version

    Tool to set the carbone api version to be used for subsequent requests. use before rendering or managing templates to ensure correct version is applied.

  • Upload a template

    Tool to upload a template to the carbone server. use when you need to add or replace a template by providing its content.

Setup

Setup guide

  1. 11. Log into your Carbone account at carbone.io and navigate to API settings to copy your API key. 2. In Switchy, open the Space where you want to use Carbone and click Integrations in the sidebar. 3. Search for Carbone, click Connect, and paste your API key into the prompt. 4. Click Save to authorize the connection; Switchy confirms when the link is active. 5. Test it by typing '@Carbone check server status' in a message — the MCP should reply with uptime and version info. 6. Upload your first template by asking '@Carbone upload this template' and attaching a DOCX or XLSX file; Carbone returns a template ID you'll reference in future renders. 7. Generate a document by sending '@Carbone render template [ID] with this data' followed by a JSON payload; the AI returns a download link to your finished file.

What teammates see: by default, memories from Carbone are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.

Works well with

Top models

Compatibility data appears once enough Spaces have used this MCP together with a given model.

How Switchy teams use it

Not enough Spaces yet to publish anonymised usage stats (we require ≥ 50 Spaces per week).

Starter prompts

Check Server Health

@Carbone check the server status and let me know the current API version and uptime.
Open in a Space →

Upload Invoice Template

@Carbone upload this DOCX template and return the template ID I'll need for future invoice generation.
Open in a Space →

Render Contract PDF

@Carbone generate a report using template abc123 and this JSON: {"client": "Acme Corp", "amount": 50000, "term": "12 months"}. Export as PDF.
Open in a Space →

Download Existing Template

@Carbone download the template with ID xyz789 so I can update the footer and re-upload it.
Open in a Space →

Delete Outdated Template

@Carbone delete template def456 — we've replaced it with the 2025 branding version.
Open in a Space →

Example outputs

Illustrative - representative of the model's voice and quality, not literal recordings.

Prompt

@Carbone check server status and list all available templates with their IDs and upload dates

Output

The Carbone server is operational (status: healthy, uptime: 99.8%). Here are your available templates: 1. invoice_template_2024.docx (ID: a3f7b2c1...) - uploaded Jan 15, 2024 2. contract_standard.odt (ID: d8e9f1a2...) - uploaded Feb 3, 2024 3. monthly_report.xlsx (ID: b4c5d6e7...) - uploaded Mar 10, 2024 All templates are ready for report generation. This example assumes a typical response structure; actual template metadata depends on your Carbone account's stored files.

Notes

This demonstrates the server health check and template listing capabilities. Requires valid API_KEY authentication. Note that Carbone's template storage is account-specific—your actual template list will differ. Use this workflow before bulk report generation to verify service availability.

Prompt

@Carbone generate a PDF invoice from template ID a3f7b2c1 using this JSON data: customer name 'Acme Corp', invoice number 'INV-2024-089', line items with quantities and prices

Output

Report generated successfully. The invoice PDF has been rendered using template a3f7b2c1 with your provided data: - Customer: Acme Corp - Invoice #: INV-2024-089 - 3 line items processed - Total calculated: $2,847.50 Download link: [carbone-render-xyz123.pdf] (expires in 24 hours). This example shows typical generation output; actual formatting depends on your template's design and the JSON structure you provide.

Notes

This showcases Carbone's core document generation capability. The MCP transforms JSON data into formatted documents (PDF, DOCX, XLSX, etc.) based on your pre-uploaded templates. Side-effect: creates a temporary file on Carbone's servers. Ensure your template's placeholders match your JSON keys exactly, or rendering will fail silently for mismatched fields.

Prompt

@Carbone upload this contract template file, generate its template ID, then create a test render with sample client data to verify all merge fields populate correctly

Output

Template uploaded successfully. Generated template ID: f9a1b2c3d4e5f6a7b8c9d0e1f2a3b4c5. Running test render with sample data: Test report generated. Verification results: ✓ Client name field: populated ✓ Contract dates: populated ✓ Payment terms table: 4 rows rendered ⚠ Signature block: placeholder text still visible (check JSON key 'signatory_name') This example illustrates the upload-test workflow; actual field validation depends on your template's structure and the sample JSON you provide.

Notes

This combines three tools (upload, ID generation, test render) into a validation workflow. Useful for catching template errors before production use. Requires write permissions via API_KEY. The test render creates a temporary file—consider deleting it after verification to avoid clutter. Carbone doesn't auto-validate merge fields, so this AI-assisted check helps catch mismatches early.

Use-case deep-dives

Monthly client invoice generation

When Carbone beats manual invoice formatting for recurring billing

A 6-person consulting shop sends 40-60 invoices monthly, each pulling line items from Stripe and contract details from Notion. Carbone wins here because you upload one .docx template with merge tags, then the AI generates invoices by calling the Generate Carbone Report tool with JSON from your data sources. No more copy-pasting into Google Docs or fighting with PDF libraries. The threshold: if your invoice format changes more than once a quarter, template management gets tedious—you're uploading, generating IDs, and deleting old versions through seven separate tools. But for stable formats and moderate volume, Carbone turns a 90-minute monthly chore into a 10-minute AI prompt.

Onboarding packet assembly for new hires

Why Carbone fits HR teams with 5-20 templates

A 12-person startup onboards 2-3 people monthly, each needing an offer letter, equity agreement, benefits summary, and handbook addendum—all pulling from BambooHR and the employee's Slack profile. Carbone handles this because HR uploads the four templates once, then the AI calls Generate Carbone Report for each document in a single thread, merging live data into PDFs. The trade-off: if you're onboarding one person every six months, the setup overhead (API key, template uploads, version management) outweighs the payoff. But at 20+ documents a year with consistent formats, Carbone eliminates the manual merge-and-export loop that eats an hour per hire.

Quarterly board deck data refresh

When Carbone saves time on slide decks with live metrics

A 4-person executive team updates a 30-slide board deck quarterly, pulling revenue charts from Stripe, headcount from Rippling, and roadmap status from Linear. Carbone works if the deck template is stable—upload the .pptx once, then the AI regenerates it with fresh JSON each quarter via Generate Carbone Report. The catch: Carbone's seven tools don't include direct integrations, so you're still wrangling data from other MCPs or APIs into the right JSON shape. If your deck structure changes every quarter or you need real-time collaboration, Google Slides with manual updates is faster. But for a locked template and predictable data sources, Carbone turns a two-day refresh into a 20-minute AI session.

Frequently asked

What does the Carbone MCP do in Switchy?

It connects Switchy to your Carbone server so you can generate PDF, Word, Excel, and other documents from templates and JSON data. You upload templates, pass in data, and get back rendered reports — all from Switchy's chat interface. Useful for invoices, contracts, or any repeatable document workflow your team runs.

Do I need a Carbone API key to connect this MCP?

Yes. The MCP uses API_KEY authentication, so you'll need a valid Carbone API token from your Carbone account. Paste it into Switchy's connection form. Without it, none of the template upload or report generation tools will work. Check your Carbone dashboard for the key.

Can the Carbone MCP edit templates or just generate reports?

It can upload, download, and delete templates, but it doesn't edit them. You design templates in Word, Excel, or LibreOffice with Carbone's tag syntax, then upload via the MCP. After that, you generate reports by passing JSON data to a template ID. Think of it as a render engine, not a template editor.

Why use the Carbone MCP instead of calling the API directly?

The MCP wraps Carbone's API in natural language. Instead of writing curl commands or managing template IDs in a spreadsheet, you ask Switchy to generate a report and it handles the upload, version check, and render call. Faster for ad-hoc requests; the API is still better for high-volume automation.

Who on the team should connect the Carbone MCP?

Whoever owns your Carbone account and has the API key. Once connected in Switchy, any team member in the workspace can use the tools to generate reports or manage templates. If you're worried about accidental deletions, consider a read-only key if Carbone supports scoped tokens.

Data last verified 607 hours ago.Sources aggregated hourly to weekly. See docs/architecture/model-directory.md.