TemplatesWriteRetry-safe
Publish Template
publish_templatePublish a workspace template. Runs BOTH gates (portability + safety); blocked publishes return the violation list. Mints/rotates a share shortcode.
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
id | string | required | Input for id. |
visibility | "private" | "workspace" | "public-link" | "public-indexed" | required | Input for visibility. |
indexable | boolean | optional | Input for indexable. |
embedAllowedOrigins | string[] | optional | Input for embedAllowedOrigins. |
regenerate | boolean | optional | Input for regenerate. |
category | "personal-finance" | "budgeting" | "cash-flow" | "net-worth" | "spending" | "income" | "investing" | "portfolio" | "loans-debt" | "savings-goals" | "business-finance" | "tax" | "subscriptions" | "forecasting" | "other" | optional | Input for category. |
tags | "overview" | "deep-dive" | "monitoring" | "reconciliation" | "planning" | "daily" | "weekly" | "monthly" | "quarterly" | "annual" | "consumer" | "prosumer" | "smb" | "advisor" | "single-metric" | "comparison" | "trend" | "breakdown" | "table-heavy"[] | optional | Input for tags. |
Example call
The tool call an MCP client sends (required arguments shown with placeholder values).
{"tool": "publish_template","arguments": {"id": "id_123","visibility": "value"}}
Use this tool in
Claude CodeClaude DesktopClaude CoworkChatGPTCursorWindsurfVS Code CopilotOpenClawGeminiHermes Agent
Related Templates tools
List Templates
list_templatesList dashboard/widget templates visible to the workspace (builtin + workspace + public), with optional facets.Describe Templatedescribe_templateRead a template: its binding manifest (slots/required fields/filters) and portable spec body.Check Template Preconditionscheck_template_preconditionsCheck whether a workspace can instantiate a template, given which feed types it has.Instantiate Templateinstantiate_templateInstantiate a template into concrete dashboard/widget entities for the workspace.