diff --git a/docs.json b/docs.json index d19ecda9..9af8a6db 100644 --- a/docs.json +++ b/docs.json @@ -402,7 +402,8 @@ "integrations/mcp/programmatic-gtm/claude-code", "integrations/mcp/programmatic-gtm/codex", "integrations/mcp/programmatic-gtm/mcp-server", - "integrations/mcp/programmatic-gtm/agent-skills" + "integrations/mcp/programmatic-gtm/agent-skills", + "integrations/mcp/programmatic-gtm/slide-builder" ] }, "integrations/mcp/mcp-client" diff --git a/get-started/chat/chat-agents/slide-builder.mdx b/get-started/chat/chat-agents/slide-builder.mdx index a6b1fe66..f9d48d69 100644 --- a/get-started/chat/chat-agents/slide-builder.mdx +++ b/get-started/chat/chat-agents/slide-builder.mdx @@ -192,6 +192,16 @@ We also have a number of YouTube tutorials you can use to follow along with and --- +## Programmatic access via MCP + +AI assistants connected to Relevance AI via MCP (Claude, Cursor, VS Code, ChatGPT, and others) can access Slide Builder directly — creating presentations, managing BrandKits and Templates, exporting slides, and working with version history through natural language prompts. + + + Learn how to create and manage presentations programmatically using the Relevance AI MCP server. + + +--- + ## What's next? diff --git a/integrations/mcp/programmatic-gtm/agent-skills.mdx b/integrations/mcp/programmatic-gtm/agent-skills.mdx index 3655b6ec..3eb2bba8 100644 --- a/integrations/mcp/programmatic-gtm/agent-skills.mdx +++ b/integrations/mcp/programmatic-gtm/agent-skills.mdx @@ -82,6 +82,9 @@ The agent skills repository contains structured reference documentation that you Testing agent behaviour with evaluation cases. + + Creating presentations, managing BrandKits and Templates, exporting slides, and version history. + --- diff --git a/integrations/mcp/programmatic-gtm/codex.mdx b/integrations/mcp/programmatic-gtm/codex.mdx index efe4ca85..72e818ea 100644 --- a/integrations/mcp/programmatic-gtm/codex.mdx +++ b/integrations/mcp/programmatic-gtm/codex.mdx @@ -93,6 +93,20 @@ Once connected, you can start building immediately: > My BDR agent is letting unqualified leads through — review its instructions and fix it ``` + + + ``` + > Create a 10-slide pitch deck for our Series A round — problem, solution, market size, traction, team, and ask + ``` + + ``` + > Create a BrandKit called "Acme Corp" using our primary colour #2563EB, then build a 6-slide product overview deck with it + ``` + + ``` + > Use the "Quarterly Business Review" template to create a Q1 2026 presentation, then export it as a PPTX + ``` + --- diff --git a/integrations/mcp/programmatic-gtm/introduction.mdx b/integrations/mcp/programmatic-gtm/introduction.mdx index 8bbeca8d..fb32c13f 100644 --- a/integrations/mcp/programmatic-gtm/introduction.mdx +++ b/integrations/mcp/programmatic-gtm/introduction.mdx @@ -19,6 +19,9 @@ Programmatic GTM is the new way to build your agents for GTM in Relevance AI. In Clone the agent skills repository to give your AI coding assistant built-in knowledge of Relevance AI. + + Create presentations, manage BrandKits and Templates, and export slides via MCP. + --- @@ -55,6 +58,9 @@ Once connected, your AI client gets full access to your Relevance AI project. Th Modify agent instructions, tool settings, and workflow logic. + + Build AI-generated slide decks, manage BrandKits and Templates, and export in multiple formats — all from your AI client. + --- @@ -125,6 +131,31 @@ Once connected, your AI client gets full access to your Relevance AI project. Th + + Create presentations, manage BrandKits and Templates, and export slides — all from your AI client without opening the Chat interface. + + **Example prompts:** + + + + *"Create a 10-slide investor pitch deck for our Series A round. Include slides on the problem, solution, market size, business model, traction, team, and ask."* + + + *"Create a BrandKit called 'Acme Corp' using our primary colour #2563EB and Inter as the body font. Then use it to build a 6-slide product overview deck."* + + + *"Use the 'Quarterly Business Review' template to create a presentation for Q1 2026. Pull the metrics from this spreadsheet."* + + + *"Export the current presentation as a PPTX file and also as individual PNG images."* + + + + + See the full list of capabilities and example prompts for Slide Builder via MCP. + + + When something isn't working right, use Programmatic GTM to dig into agent behaviour, tool failures, and configuration problems. diff --git a/integrations/mcp/programmatic-gtm/mcp-server.mdx b/integrations/mcp/programmatic-gtm/mcp-server.mdx index be9cd6ac..36a257e7 100644 --- a/integrations/mcp/programmatic-gtm/mcp-server.mdx +++ b/integrations/mcp/programmatic-gtm/mcp-server.mdx @@ -236,6 +236,16 @@ Each entry authenticates independently against its own project, so you can acces --- +## Slide Builder + +Once connected, your AI assistant can create and manage presentations directly — without opening the Chat interface. This includes creating slide decks from prompts, managing BrandKits and Templates, exporting slides as PDF, PPTX, Images, or JSON, and working with version history. + + + See all Slide Builder capabilities and example prompts. + + +--- + ## Add agent skills The MCP server gives your AI assistant the ability to call Relevance AI tools, but it doesn't know _how_ to use them well. For better results, pair it with the [agent skills](/integrations/mcp/programmatic-gtm/agent-skills) repository — a local reference that teaches your assistant how to work with agents, tools, workforces, knowledge, and more. diff --git a/integrations/mcp/programmatic-gtm/slide-builder.mdx b/integrations/mcp/programmatic-gtm/slide-builder.mdx new file mode 100644 index 00000000..98bdbbfe --- /dev/null +++ b/integrations/mcp/programmatic-gtm/slide-builder.mdx @@ -0,0 +1,285 @@ +--- +title: "Slide Builder" +sidebarTitle: "Slide Builder" +description: "Create and manage AI-generated presentations via MCP using Claude, Cursor, or any MCP-compatible AI client." +--- + +AI assistants connected to Relevance AI via MCP can access the full Slide Builder — creating presentations, managing BrandKits and Templates, exporting slides, and working with version history — all through natural language prompts. + +--- + +## Quick start + + + + Set up the Relevance AI MCP server for your AI client. Follow the instructions on the [MCP Server](/integrations/mcp/programmatic-gtm/mcp-server) page for your specific client (Claude Desktop, Cursor, VS Code, ChatGPT, and others). + + + + When you first connect, you will be prompted to authenticate with your Relevance AI account. Authentication is per project — you will have access to the Slide Builder in whichever project you log in to. + + + + You're ready to go. Try one of the example prompts below or describe the presentation you want to create. + + + +--- + +## Available capabilities + +Once connected via MCP, your AI assistant can perform all Slide Builder operations: + + + + Generate slide decks from a prompt, topic description, or existing content. + + + Create, update, list, and delete BrandKits to keep presentations on-brand. + + + Save presentation structures as reusable templates and apply them to new decks. + + + Export presentations as PDF, Images, PPTX, or JSON. + + + Refresh slide designs while keeping content intact. + + + Build one slide at a time or in batches — review the outline before committing to the full deck. + + + Access and restore previous versions of a presentation. + + + Modify, rearrange, or update individual slides after the initial build. + + + +--- + +## Example prompts + + + + ``` + > Create a 10-slide pitch deck for a B2B SaaS product that automates expense reporting + ``` + + ``` + > Build a presentation about Q3 sales performance using the data in this CSV + ``` + + ``` + > Create an onboarding deck for new sales hires — cover our product, ICP, and sales process + ``` + + + + ``` + > Create a new BrandKit called "Acme Corp" with blue and white as the primary colours + ``` + + ``` + > List all my BrandKits and show me which one is set as default + ``` + + ``` + > Update the "Acme Corp" BrandKit to use a more formal tone and add our new logo + ``` + + + + ``` + > Save the pitch deck I just created as a template called "Standard Pitch" + ``` + + ``` + > Create a new presentation using the "Weekly Report" template — the topic is last week's marketing metrics + ``` + + ``` + > List all my templates and describe what each one is for + ``` + + + + ``` + > Export the current presentation as a PPTX file + ``` + + ``` + > Remix the current slides — try a darker, more minimal aesthetic + ``` + + ``` + > Export each slide as a PNG image + ``` + + + + ``` + > Create a 12-slide product demo deck, but only build the first slide so I can review the style + ``` + + ``` + > Show me the outline for a presentation about machine learning in healthcare, then wait for my approval before building + ``` + + ``` + > Build slides 4 through 7 of the current presentation + ``` + + + +--- + +## Working with BrandKits via MCP + +BrandKits define the visual identity of your presentations — colours, fonts, logos, tone, and design guidelines. Your AI assistant can manage BrandKits directly: + + + + Describe your brand and provide references, and your assistant will create a BrandKit: + + ``` + > Create a BrandKit called "Tech Startup" — our primary colour is #2563EB, + secondary is #1E40AF, we use Inter for body text and Sora for headings, + and our tone is confident and direct + ``` + + + + Specify which BrandKit to use when creating slides: + + ``` + > Create a 6-slide investor update using the "Acme Corp" BrandKit + ``` + + + + Ask your assistant to show you what BrandKits are available: + + ``` + > List all BrandKits in this project and show the colour palette for each one + ``` + + + + Remove a BrandKit you no longer need: + + ``` + > Delete the BrandKit called "Old Brand 2023" + ``` + + + +--- + +## Working with templates via MCP + +Templates capture the structure of a successful slide deck so you can reuse it. Your AI assistant can create, list, and apply templates: + + + + After building a deck you're happy with, save it for future reuse: + + ``` + > Save the current presentation as a template called "Quarterly Business Review" + ``` + + + + Apply a template when starting a new deck: + + ``` + > Use the "Quarterly Business Review" template to create a presentation for Q4 2025 + ``` + + + + You can apply both a template (for structure) and a BrandKit (for visual identity) together: + + ``` + > Create a presentation using the "Standard Pitch" template and the "Acme Corp" BrandKit, + covering our new enterprise product launch + ``` + + + +--- + +## Exporting presentations via MCP + +Your AI assistant can export completed presentations in four formats: + +| Format | Use case | +|--------|----------| +| **PDF** | Sharing or printing the complete deck | +| **Images** | Embedding individual slides in other documents | +| **PPTX** | Editing in Microsoft PowerPoint or Google Slides | +| **JSON** | Saving slide data to recreate or reference in a future session | + +Exported slides show the static final state of each slide. Animations and moving elements are not preserved in exported files. + +Example: + +``` +> Export the current presentation as a PDF and also as a PPTX file +``` + +--- + +## Troubleshooting + + + + - Verify you have completed authentication with the MCP server + - Check that your Relevance AI project has Slide Builder access + - Try disconnecting and reconnecting the MCP server + + + + - Make sure you have an active Relevance AI account + - Confirm you have access to the project you are trying to connect to + - Try removing and re-adding the MCP server connection in your client + + + + - Check that your prompt includes enough context for the assistant to build from + - If the deck is large (10+ slides), try using incremental building — ask for the outline first, then build in batches + - For complex presentations, break the task into steps: create the outline, review it, then build + + + + - Verify the BrandKit name matches exactly — ask your assistant to list all BrandKits first + - Make sure the BrandKit was saved successfully before referencing it in a new session + - Try explicitly specifying the BrandKit: *"Use the BrandKit named 'Acme Corp'"* + + + + - Confirm slides have been fully built before attempting an export + - Try specifying the format explicitly: *"Export as PDF"* + - If export fails, try regenerating the slides first and then exporting + + + +--- + +## What's next + + + + Learn about all Slide Builder features available in the Chat interface. + + + Connect to Relevance AI from Claude Desktop, Cursor, VS Code, ChatGPT, and other MCP clients. + + + Give your AI assistant built-in knowledge of Relevance AI for better results. + + + Explore everything you can build and manage via MCP. + +