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Canvas is Deal Brain’s template authoring system. You write a template once — with variables, instructions, and structure — in the Deal Brain editor, then your AI agent renders it on demand against live data over MCP. A Canvas template is a piece of reusable prompt logic. It can produce a daily deal brief, a meeting debrief, a draft outbound message, a custom executive summary, or any other repeatable AI output. Whatever you can describe in instructions and data variables, you can pin into a template and render anywhere Deal Brain reaches.

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What you can do

Author in the browser

A rich editor with drag-handle blocks, inline variables, and an instruction picker. Generate a draft from natural language or start from a blank canvas.

Preview with real data

Pick a live opportunity, see exactly what the template renders, and iterate before you publish.

Publish to agents

Move a template from draft to active and your agents — Claude, ChatGPT, Cursor — can call it via generate_template over MCP.

Wire it into your agent

Render authored templates from your AI agent over MCP — Claude, Cursor, ChatGPT, or anything that speaks the protocol. Discover with list_templates, render with generate_template.

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Who Canvas is for

You write the templates your team and your agents will use every day — daily briefs, meeting prep, draft messages, account QBR summaries. You don’t need to know what an LLM is. The editor handles structure, variables, and instructions; you describe what you want.Start here: Quickstart → Concepts → Variables → Publishing.

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Concepts at a glance

TermWhat it means
TemplateA reusable Canvas — markdown structure plus inline variables and instructions.
BlockA structural element inside a template: paragraph, heading, list, blockquote, etc.
Variable tokenAn inline placeholder filled at render time. Two flavors: data (e.g. opportunity name) and instruction (e.g. “write 3–5 sentences in a confident tone”).
ScopeWho can see the template — System (Deal Brain presets), Organization (team), or User (private).
StatusDraft (invisible to agents, only you can see it) or Active (published, agent-callable).
See Concepts for the full mental model.
Canvas is generally available. Some advanced behaviors — HTML insertion, automatic draft persistence — are in active development. Where a limitation matters, the relevant page calls it out.