Author reusable AI templates that turn opportunity, account, and meeting data into briefs, drafts, and structured output.
Canvas is Deal Brain’s template authoring system — one of the things your team builds once the context layer is in place.You write a template once, with variables, instructions, and structure, in the Deal Brain editor. Your AI agent then renders it on demand against live deal context over MCP, so the output reflects the current state of the business rather than a snapshot someone pasted in.A Canvas template is 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.
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.
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.
You’re building agents or integrations on top of Deal Brain’s data layer. You’ll call generate_template from your AI agent, register custom templates programmatically, or surface authored templates inside your own product.Start here:Building on Canvas → MCP tools.
A reusable Canvas — markdown structure plus inline variables and instructions.
Block
A structural element inside a template: paragraph, heading, list, blockquote, etc.
Variable token
An 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”).
Scope
Who can see the template — System (Deal Brain presets), Organization (team), or User (private).
Status
Draft (invisible to agents, only you can see it) or Active (published, agent-callable).
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.
