Upload a mail-merge template (content varies per recipient)
create_templateUpload a REUSABLE template containing {{field}} placeholders (e.g. Dear {{name}}, or Balance due: {{amount}}). Choose this ONLY when the content must vary per recipient (mail merge) — recipient count is irrelevant, so a single personalized letter belongs here too. If the content is identical for everyone, use create_letter instead (this tool rejects input with no {{fields}}). Returns a documentId with kind: "html_template", a mergeFields list of the detected field names, and an estimatedPageCount. Free; no payment required.
Template source must be TEXT-BASED (html, markdown, or text) and must contain at least one {{field}}, or the upload is rejected — for a finished document with no merge fields, use create_letter.
Provide the template EXACTLY ONE way: content (inline text), contentBase64 (base64-encoded text), or url (a publicly reachable URL the server fetches). Supplying none, or more than one, is an error. Maximum upload size is 31457280 bytes (~30 MB); output page size is US Letter.
Reuse one template documentId across recipients: call create_mail_quote ONCE PER RECIPIENT, supplying that recipient's values via mergeVariables (every field in mergeFields must have a non-empty value). The server substitutes the values and renders that recipient's personalized PDF at quote time, so estimatedPageCount is only a baseline — the binding page count and price are set per quote from the actual rendered output.
Reserved address zone: a recipient address block is printed over the top ~3 inches of page 1, so the server reserves that space automatically (page-1 content is pushed below the block and may flow onto an additional page). You do NOT need to leave the top blank yourself. See the postagent://formats resource for details.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| url | No | Public URL the server will fetch the document from. Provide exactly one source. | |
| format | No | Template source format (text-based only). Inferred when omitted; inline `content` defaults to text. | |
| content | No | Inline text content (html, markdown, or text). Provide exactly one source. | |
| filename | No | Optional original filename; used to help infer the source format. | |
| contentBase64 | No | Base64-encoded binary content (pdf, docx, image). Provide exactly one source. |