Setup Templates
Create a ready workspace with integrations and an OAuth MCP server from a curated template.
Setup Templates
Setup templates are the fastest way to get a useful Weavz workspace running. A template creates a workspace, adds a curated set of integrations, sets those integrations to per-user connection strategy, and can create an OAuth MCP server for the workspace.
Templates are available in the dashboard under Templates.
When to use a template
Use a template when you want a prepared starting point instead of manually creating a workspace, adding integrations one by one, and then creating an MCP server.
Good fits:
- New teams evaluating Weavz for the first time
- Agent builders who want a working MCP surface quickly
- SaaS builders creating a reference workspace before automating setup through the API
- Operators who know the workflow area, but do not yet know every integration they need
Available templates
The template library includes focused starter packs:
| Template | Best for |
|---|---|
| Utility Agent Kit | Files, key-value state, HTTP calls, transformation, date/time, and AI helper tools |
| Founder Command Center | Email, calendar, spreadsheets, CRM, docs, chat, and project execution |
| Engineering Agent | GitHub, issue tracking, team chat, docs, storage, and scoped state |
| Sales CRM Copilot | CRM, prospecting, email, and sales-team coordination |
| Finance & Billing Desk | Payments, accounting, spreadsheets, and finance notifications |
| Tax & Compliance Room | Document collection, signature workflows, spreadsheets, and follow-ups |
| Support Ops Center | Tickets, conversations, email, team escalations, and knowledge-base work |
| Marketing Growth Studio | Campaigns, CRM context, spreadsheets, email, and launch coordination |
| Data Ops Workbench | Structured data, spreadsheets, HTTP enrichment, storage, and transformation |
| Ecommerce Operator | Store operations, payments, email, spreadsheets, and team updates |
| Recruiting Pipeline | ATS records, candidate email, interview scheduling, and hiring-team updates |
| Product Ops Hub | Roadmap tools, code context, docs, chat, and launch tracking |
The Utility Agent Kit is the fastest way to try the first-party tools together. It starts with built-in workspace integrations for files, key-value state, HTTP, transformation, date/time utilities, and AI helpers. See Using Built-In Workspace Integrations when you want to assemble the same surface manually.
Create from a template
- Open the dashboard.
- Go to Templates.
- Choose a template that matches the workflow you want to build.
- Confirm the workspace name.
- Keep Create CODE-mode MCP server enabled when you want agent access.
- Choose whether MCP OAuth is open to new end users or restricted to already-added users.
- Click Create workspace.
After creation, Weavz opens the MCP server details when a server was created. The server is ready to connect from OAuth-capable MCP clients.
What the template creates
Each template applies the same product primitives you can configure manually:
- A workspace for the workflow area
- Workspace integrations with stable aliases
- Per-user connection strategy for each integration
- An OAuth CODE-mode MCP server, when selected
- Synced MCP tools for the configured workspace integrations
Per-user strategy means each agent session can use the connected accounts of the actual end user. For MCP clients, prefer OAuth so the client can sign in through Weavz and receive an end-user-scoped token.
After setup
Use these pages to finish the workflow:
- MCP Servers — copy the MCP endpoint, review OAuth settings, or switch advanced auth modes
- Connections — connect any fixed or fallback accounts needed by the workspace
- Human Gates — add approval policies for sensitive agent, API, SDK, playground, or trigger execution
- Playground — test actions, Code Mode MCP, triggers, partials, and approval-required flows before using the setup in production
- Partials — create reusable input presets for common actions
- API & SDKs — automate the same workspace, connection, end-user, MCP, partial, and approval setup from your product
For programmatic setup, use the workspace, workspace integration, MCP server, connection, end user, partial, and approval policy APIs directly. The dashboard template library is intentionally a guided setup surface, not a replacement for those APIs.