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Integrate Eraser MCP with your AI CRM

Eraser MCP lets agents generate, create, read, search, update, export, and organize technical diagrams and documents in an Eraser workspace.

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Add or remove template or reference

Attach or detach an EXISTING file as a template (style anchor) or reference (terminology/concept anchor) of a preset. Use this tool when: - the user has an existing workspace they want to promote into a preset (e.g. 'use this file as a template for the System Design preset'), - you need to detach a file from a preset, - or you just created a template via `create_template_or_reference` WITHOUT a `presetId` and need to attach it now. To create a NEW template/reference file and attach it in a single call, use `create_template_or_reference` with `presetId` set — that avoids leaving a detached file in the team. When removing a file leaves it orphaned from all presets, the file is archived automatically. Templates and references are inherently team-scoped (no private/personal templates exist); the preset choice is the only scoping decision.

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Create diagram

PREFERRED for creating a diagram from a natural-language prompt — Eraser's AI picks the diagram type, generates the DSL, and renders it. DO NOT pre-classify the user's request into a diagram type yourself. Pass `text` only (plus destination params) and LEAVE `diagramType` UNSET unless the user EXPLICITLY named a type (e.g. 'make this a sequence diagram', 'use a cloud architecture diagram'). Eraser's render service has type-specific heuristics and will pick a better type from the prompt than your guess will, especially on ambiguous asks like 'show how X works' or 'diagram the architecture'. BEFORE calling this tool, if the user has not already specified the destination, ASK them these questions (skip any the user has already answered): 1. 'Should I create a new file for this diagram, or add it to an existing file?' — if existing, ask which fileId (or use one they just referenced). 2. If NEW file: 'Should the file be private (just for you) or shared with your team in a folder?' 3. If shared in a folder: 'Which folder?' (or offer to place it at the team root). Do NOT call list_folders or get_folder to invent a destination yourself — ask the user. Pick destination params based on the answers: - Existing file → pass targetFileId - New private file → omit targetFileId, omit folderId, do NOT set isTeamFile - New shared file at team root → omit targetFileId, omit folderId, set isTeamFile: true - New shared file in a folder → omit targetFileId, pass folderId (this implies shared) Returns the new diagram's id in the `diagrams[].id` field so a follow-up update_diagram/manually_update_diagram call does NOT need a list_diagrams round-trip. Prefer over manually_create_diagram unless you already have hand-written DSL/JSON.

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Create document

PREFERRED for populating a document from a natural-language prompt — Eraser's AI generates the markdown. Only callable on a file with an empty document body; if the file already has content, this returns an error and you should call update_document (for natural-language edits) or manually_update_document (to replace verbatim) instead. Prefer over manually_create_document unless you have pre-written markdown to insert verbatim.

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Create file

Create an empty file, or duplicate an existing file when sourceFileId is provided. Never populates content from a prompt — use create_document/create_diagram for AI generation. BEFORE calling this tool, if the user has not specified destination, ASK: 1. 'Should the file be private (just for you) or shared with your team in a folder?' 2. If shared in a folder: 'Which folder?' (or offer to place it at the team root). Do NOT call list_folders to invent a destination — ask the user. Pick params: - Private file → omit folderId, do NOT set isTeamFile - Shared at team root → omit folderId, set isTeamFile: true - Shared in a folder → pass folderId (this implies shared)

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Create folder

Create a new folder.

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Create preset

Create a new preset (the team-level container for AI styling: templates, references, and rules). After creating, the typical next steps to make the preset useful are: 1. Add example files as templates/references via `add_or_remove_template_or_reference` (or `create_template_or_reference` to spin up a fresh template file from a prompt). Templates anchor the visual style; references anchor terminology and concepts. 2. Set the preset's rules via `update_rules` (e.g. 'always use dark backgrounds', 'prefer sequence diagrams for auth flows'). 3. Optionally mark the preset as the team default by calling `update_preset` with `isDefault: true`. This tool only creates the empty preset shell; an agent that stops here will produce a preset with no styling power. Chain the steps above unless the user explicitly only wanted the shell.

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Create template or reference

Create a new template (style anchor) or reference (terminology/concept anchor) file and, when `presetId` is provided, attach it to that preset in a single call. Auto-publishes the file's first version. Templates and references are ALWAYS team-scoped resources under AI Presets — there is no concept of a private/personal template or reference. DO NOT ask the user 'team template or private template?' — that is not a real choice. The only sharing question is which preset to attach it to. Typical use: - User says 'make this a template under <preset>' → pass `presetId` so the file is attached immediately. - User says 'make a template from this file' without naming a preset → ASK them which preset before calling (or list_presets to show options). DO NOT silently omit `presetId`; an unattached template is invisible to AI generation and almost never what the user wanted. - User says 'duplicate this file as a template' → pass `sourceFileId` (and `presetId`). When `presetId` is omitted the response includes a warning that the file is detached; treat that as a signal to follow up with `add_or_remove_template_or_reference` rather than leaving it dangling.

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Delete diagram

Delete a diagram from a file.

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Delete document

Clear a file's document body to an empty markdown document.

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Delete file

Archive a file.

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Delete folder

Delete a folder. Rejects when the folder is not empty.

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Delete preset

Delete a preset. Rejects when the preset has any rules, templates, or references.

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Export diagram

Render a canvas diagram to PNG or JPEG and return a temporary image URL. Tell the user to download it from the returned imageUrl. Set format: "drawio" instead to export an editable draw.io (diagrams.net) document — that returns fileUrl rather than imageUrl; download it and save it with a .drawio extension. draw.io export requires a paid plan; on a free team it returns an upgrade error, so fall back to png/jpeg.

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Export document

Export a file's markdown document body as a downloadable artifact.

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Export file

Returns the Eraser file URL for PDF export. NOTE: programmatic PDF export is not yet available via MCP — this returns a link for the user to export from the Eraser app's export menu, not a downloadable PDF. For a diagram image, use export_diagram; for the document body as markdown, use export_document.

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Get diagram

Fetch a diagram's metadata and DSL/JSON code. For freeform diagrams, set includeFreeformDefinition: true to get the full scene structure (elements, connections, titles). Need a PNG image of the diagram? Use export_diagram instead.

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Get document

Fetch the full markdown body of a file's document.

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Get file

Fetch a file's metadata, document outline (headers), and the list of diagrams in it.

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Get folder

Fetch a folder by id.

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Get me

Fetch the current user, active team, and team memberships.

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Get preset

Fetch a preset including its rules, templates, and references.

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Get template or reference

Fetch a template/reference's metadata, document outline, and diagram list.

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List diagrams

List the diagrams contained in a file.

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List files

List files in the team workspace, optionally scoped to a folder.

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List folders

List folders. Pass `parentFolderId` to scope to direct children of a folder (or `null` for top-level only). Pass `nameContains` to resolve a folder the user names by string (e.g. 'the Engineering folder') without paging through the entire tree. Combining the two narrows further (e.g. top-level folders containing 'eng').

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List presets

List the team's presets. Pass `nameContains` to resolve a preset the user names by string (e.g. 'the Marketing preset') without scanning the full list — much cheaper in context tokens.

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List teams

List the teams the current user belongs to (OAuth only).

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Manually create diagram

ADVANCED — most callers should use create_diagram instead. This tool writes a caller-supplied diagram definition VERBATIM into a new diagram; no AI runs. For DSL diagrams (flowchart-dsl, sequence-dsl, etc.) pass the DSL source as `code`. For freeform diagrams pass a freeform definition as `code` — either JSON ({"title"?: string, "elements": [ ... ]}) or the equivalent XML; it is parsed and laid out through the freeform render pass (text measurement, connection routing, etc.). Use ONLY WHEN: the user gave you a literal diagram definition to paste, you are converting from a non-Eraser source (other tool's export, programmatic generation), or you need byte-exact output for a reason the AI path cannot satisfy. For any natural-language description of what the diagram should contain (e.g. 'a sequence diagram showing checkout'), use create_diagram — it picks the diagram type, generates the definition, and renders it for a fraction of the output tokens of composing it yourself.

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Manually create document

ADVANCED — most callers should use create_document instead. This tool populates an empty file's document body with caller-supplied markdown VERBATIM; no AI runs and the bytes you pass are exactly what gets stored. Only callable on a file with an empty document body; if the file already has content, call manually_update_document (verbatim overwrite) or update_document (targeted AI edit) instead. USE ONLY WHEN: the user gave you literal markdown to paste, you are converting from another format (HTML, Confluence export, programmatic generation), or you need byte-exact output. For any natural-language description of what the document should say, use create_document.

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Manually update diagram

ADVANCED — most callers should use update_diagram instead. This tool writes a diagram's complete DSL/JSON (or freeform edits) VERBATIM; no AI runs and the bytes you pass are exactly what gets stored. USE ONLY WHEN: - the user gave you literal DSL/JSON they want pasted as-is, - you are converting from a non-Eraser source (other tool's export, programmatic generation), - or you need byte-exact output for a reason an AI refinement cannot satisfy. DO NOT use this tool just because the current diagram code happens to be in your context (e.g. you just called create_diagram and want to apply a small refinement). For ANY user request phrased as a natural-language edit ('remove the X group', 'add a step', 'change the color', 'rename Y to Z') — even when you already have the full DSL in front of you — call update_diagram instead. Re-emitting the entire DSL here to apply a conceptual edit costs the user large amounts of output tokens, risks accidental edits to unrelated parts, and gives a worse UX than letting Eraser apply the targeted change.

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Manually update document

ADVANCED — most callers should use update_document instead. This tool replaces a file's document body with caller-supplied markdown VERBATIM; no AI runs and the WHOLE body is overwritten (no targeted block edits, no preservation of unrelated sections beyond what you re-emit). USE ONLY WHEN: - the user gave you literal markdown they want pasted as-is, - you are converting from a non-Eraser source (HTML, Confluence export, programmatic generation), - or you need byte-exact output for a reason an AI refinement cannot satisfy. DO NOT use this tool just because the current document markdown happens to be in your context. For ANY user request phrased as a natural-language edit ('add a section', 'fix the wording', 'remove that paragraph') — even when you already have the full body in front of you — call update_document instead. Re-emitting the entire body here to apply a conceptual edit costs the user large amounts of output tokens, risks accidental edits to unrelated sections, and gives a worse UX than letting Eraser apply targeted block edits.

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Manually update file

Replace a file's document markdown and/or diagram code in one call. No AI — caller supplies exact markdown/DSL/JSON.

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Publish template or reference

Publish a new version of a template/reference file.

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Search

Full-text and semantic search across files or diagrams. Omit 'kind' for content search (finds matching blocks). Use kind: 'file' only to look up a file by name (no block content returned). Use kind: 'diagram' to search within diagram code/titles.

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Select team

Set the active team for the session when the user belongs to multiple teams (OAuth only).

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Update diagram

USE THIS for any user request that describes the change in natural language — verbs like 'add', 'remove', 'change', 'rename', 'recolor', 'make it more X', etc. Eraser's AI applies the change to the existing diagram in place; you only send the short instruction (e.g. `text: "remove the External Integrations group"`), NOT the full new DSL. IMPORTANT: pick this tool even when the full diagram code is already in your context (e.g. from the previous create_diagram or get_diagram response). Re-emitting the entire DSL via manually_update_diagram to apply a one-line conceptual edit is the WRONG default — it wastes a large number of output tokens, increases the chance of accidental edits/typos, and gives a worse UX than letting Eraser apply a targeted change. Only fall back to manually_update_diagram when the user gave you literal code to paste, you are converting from a non-Eraser format, or you need byte-exact output that the AI rewrite path cannot guarantee.

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Update document

USE THIS for any user request that describes the change in natural language — verbs like 'add a section', 'rewrite the intro', 'fix the typo', 'remove the deprecated paragraph', etc. Eraser's AI applies targeted block-level edits to the existing markdown; you only send the short instruction, NOT the full rewritten document. IMPORTANT: pick this tool even when the full document markdown is already in your context (e.g. from a previous create_document or get_file response). Re-emitting the entire body via manually_update_document to apply a conceptual edit is the WRONG default — it wastes large amounts of output tokens, risks accidental edits/typos in unrelated sections, and gives a worse UX than letting Eraser apply a targeted change. Only fall back to manually_update_document when the user gave you literal markdown to paste, you are converting from another format, or you need byte-exact output the AI rewrite path cannot guarantee.

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Update file

Update file metadata (title, folder, sharing). When applyTemplate is provided, AI fills the file's document and diagrams from a preset template.

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Update folder

Rename or move a folder, or bulk-apply a link-sharing setting to every file inside it (recursively). Note: folders do not store linkAccess themselves — to change sharing you MUST pass both `linkAccess` and `applySharingToDescendantFiles: true` together.

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Update preset

Rename a preset or update its metadata (`name`, `description`, `isDefault`). Does NOT modify rules or templates/references — use `update_rules` and `add_or_remove_template_or_reference` for those.

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Update rules

Add, update, or remove rules on a preset in a single batched call. Rules are natural-language instructions the AI will follow when generating diagrams/documents under this preset (e.g. 'use dark theme', 'all auth flows should be sequence diagrams'). Typically called as step 3 of the create-preset chain (after `create_preset` and `add_or_remove_template_or_reference`), but can be called any time to tune an existing preset.

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Update template or reference

Rename a template or reference file.

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How the Eraser MCP integration works

The Eraser MCP integration connects your Dench AI CRM directly to Eraser MCP, so agents can read and act on your Eraser MCP data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

42 actions are available for agents to invoke on your behalf. Every call runs through Eraser MCP's own authorization, scoped to the account you connect.

Set up Eraser MCP in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Eraser MCP and click Connect — you'll authorize access through Eraser MCP's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Eraser MCP in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Eraser MCP integration work with Dench?

The Dench Eraser MCP integration connects your AI CRM to Eraser MCP, so AI agents can work with your Eraser MCP data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Eraser MCP via Dench?

The Eraser MCP integration currently exposes 42 actions, including Add or remove template or reference, Create diagram, Create document, Create file, Create folder, and Create preset. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Eraser MCP to Dench?

No. You connect Eraser MCP from your Dench workspace using Eraser MCP's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Eraser MCP integration secure?

Connections are authorized through Eraser MCP's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Eraser MCP connection from your workspace settings at any time.

Eraser MCP | Dench AI CRM