The Matik MCP server is in beta. Reach out to your Technical Account Manager if you are interested in access.
This guide will help you get started with integrating with Matik to generate presentations, documents, or spreadsheets, and run dynamic content queries from your applications.
What is the Matik MCP Server?
The Matik MCP server is a bridge that connects your applications to Matik's platform. It provides a set of tools that allow you to browse templates, customize inputs, generate professional presentations, spreadsheets, and documents, and run dynamic content queries programmatically.
Getting Started
1. Authentication
The Matik MCP server uses OAuth 2.0 for secure authentication. When you first connect, you'll be prompted to authorize the application through Matik. Matik's MCP supports dynamic client registration, so no need to set up a client prior to using it.
The only thing you need is a valid Matik account. The server automatically handles token management and encryption, so you don't need to worry about managing credentials manually.
2. First-Time Setup
When you connect to the MCP server for the first time:
- You'll receive an authorization prompt. Log in with your Matik credentials.
- Grant permission for the MCP server to access your account.
The server will securely store your access token for future requests. All tokens are encrypted and stored securely, and you only need to authorize once.
Typical Workflows
Template Workflow
Here's how to work with Matik templates to generate content:
Get All Templates → Choose a Template → Get Inputs for Template → Query Callback (if needed) → Generate Content → Download
Dynamic Content Workflow
Here's how to work with Matik dynamic content to run parameterized queries against your data sources:
Search Dynamic Content → Get Dynamic Content by Name → Get Inputs for Dynamic Content → Query Callback (if needed) → Run Dynamic Content → View Results
Available Tools
The Matik MCP server provides eight tools across two workflows: template-based content generation and dynamic content queries.
Template Tools
1. Get All Templates
What it does
Retrieves all templates available on your Matik account.
When to use it
Start here to see what templates are available.
Required inputs
None.
Returns
A list of templates with their names and IDs.
Example
Browsing available templates to choose which one to generate.
2. Get Inputs for Template
What it does
Retrieves the required input fields for a specific template.
When to use it
After selecting a template, use this to understand what information you need to provide to generate content from it.
Required inputs
-
template_id— The ID of the template you want to use.
Optional inputs
-
input_values_by_id— Pre-filled values for input fields. If you update any input values, call this function again with those values to ensure that the options for dependent inputs are recalculated.
Returns
A list of required input fields with their details. Optionally, a query_callback_url if the template contains queries (data lookups) that need processing.
Example
Get the required fields for a sales report template (e.g., company name, date range, metrics to include).
3. Query Callback
What it does
Processes data queries for inputs that depend on external data sources.
When to use it
Only when Get Inputs for Template or Get Inputs for Dynamic Content returns a query_callback_url.
Required inputs
-
query_callback_url— The URL provided by the previous step.
Returns
Updated input options based on the query results.
What happens
The tool will poll the server until all queries complete (typically a few seconds to a few minutes). It provides progress updates as it waits.
Example
If a template needs to look up customer names from your database, use this tool to trigger and wait for that lookup.
4. Generate Content
What it does
Creates a presentation, document, or spreadsheet using the template and input values you provide.
When to use it
After you've gathered all required input values.
Required inputs
-
template_id— The ID of the template to use. -
input_values_by_name— A dictionary mapping input field names to their values.
Returns
Status (done, error, or current processing status) and a download URL where you can access the generated content (when status is done).
What happens
The tool will poll the server until generation completes. Typical generation time is a few seconds to a few minutes depending on template complexity. Progress updates are provided throughout.
Example
Generate a monthly sales report using the sales template with company name, date range, and sales figures provided.
Dynamic Content Tools
5. Search Dynamic Content
What it does
Searches for dynamic content items by keyword.
When to use it
Start here to find dynamic content items available on your Matik account.
Required inputs
-
search_term— The keyword(s) to search for.
Optional inputs
-
page— Page number for pagination (0-indexed, default 0). -
per_page— Number of results per page (1–100, default 20).
Returns
A paginated list of matching dynamic content items.
Example
Search for "revenue" to find all dynamic content items related to revenue reporting.
6. Get Dynamic Content by Name
What it does
Retrieves a single dynamic content item by its exact name.
When to use it
When you already know the name of the dynamic content item you want to use.
Required inputs
-
dynamic_content_name— The name of the dynamic content item.
Returns
The dynamic content item details, including its ID.
Example
Retrieve the "Quarterly Revenue Summary" dynamic content item to get its ID before running it.
7. Get Inputs for Dynamic Content
What it does
Retrieves the required input fields for a specific dynamic content item.
When to use it
After identifying a dynamic content item, use this to understand what inputs are needed to run its query.
Required inputs
-
dynamic_content_id— The ID of the dynamic content item.
Optional inputs
-
input_values_by_id— Pre-filled input values mapped by input ID. If you update any input values, call this function again with those values to ensure that the options for dependent inputs are recalculated.
Returns
A list of required input fields. If a query_callback_url is present, call Query Callback with that URL to complete the input collection process.
Example
Get the required inputs for a revenue summary (e.g., account name, date range).
8. Run Dynamic Content
What it does
Runs a dynamic content query with the specified input values.
When to use it
After you've gathered all required inputs for a dynamic content item.
Required inputs
-
dynamic_content_id— The ID of the dynamic content item to run. -
input_values_by_name— A dictionary mapping input names to their values.
Returns
The query result.
What happens
The tool runs the query and polls until complete, reporting progress along the way.
Example
Run the "Quarterly Revenue Summary" query with the account name and date range to get the latest revenue data.
Authentication Troubleshooting
"Unable to authenticate" Error
If you see this error:
- Ensure you have properly authorized the MCP server with your Matik account.
- Try re-authenticating through the OAuth flow.
- Verify your Matik account is active.
Authorization Timeout
If the authorization process times out:
- Check your internet connection.
- Try the authorization again.
- Contact Matik support if issues persist.
Common Questions
Q: How long does it take to generate content?
A: Most content generates within a few minutes. The exact time depends on the template complexity and data size. The generation tool will provide progress updates.
Q: Can I generate multiple presentations/spreadsheets/documents at once?
A: Yes, you can submit multiple generation requests. Each one is tracked independently.
Q: What if a presentation/document/spreadsheet fails to generate?
A: The tool will return an "error" status. Check that all required inputs were provided correctly and try again.
Q: What is dynamic content, and how is it different from templates?
A: Templates generate full presentations, documents, or spreadsheets. Dynamic content lets you run individual parameterized queries against your data sources to retrieve specific data points or tables, without generating a full document.
Q: Are my credentials and data secure?
A: Yes. The server uses OAuth 2.0 for authentication, encrypts all stored tokens, and communicates securely with Matik.
Q: How often do I need to re-authenticate?
A: You only need to authenticate once. Your access token is automatically refreshed as needed.
Need Help?
For technical issues or questions about your Matik account, contact Matik support at support@matik.io.
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