publish_project_template

Publish a project as an internal workspace template so that other workspace members can clone it as the starting point for new projects. Requires Owner role on the project. The template is workspace-scoped: visible to all workspace members but not to other tenants or the public. Data-source credentials and prior run outputs are never shared. Returns: project (str) — the template project name; is_template (bool) — always true on success; template_description (str) — the description set for this template. Requires Pro plan.

Parameters

Name	Type	Required	Default	Description
project_name	str	Yes	—
template_description	str	No	''

Returns

Returns a structured object. Top-level fields:

• project (string)
• template_description (string)
• is_template (boolean)

See the response example below for the full payload shape.

Example

Tool Call

{
  "name": "publish_project_template",
  "arguments": {
    "project_name": "forecasts",
    "template_description": "FY26 SaaS ARR + headcount baseline."
  }
}

Response

{
  "project": "forecasts",
  "template_description": "FY26 SaaS ARR + headcount baseline.",
  "is_template": true
}

Notes

• Module: Templates
• Requires authentication via API token or Auth0 JWT.