Manage the connected sources used for workplace search. Identify available chat, email, document, and business systems, guide new connections, prioritize sources by question type, and explain search coverage when request limits interrupt access.
Manages connected MCP sources for enterprise search. Detects available sources, guides users to connect new ones, handles source priority ordering, and manages rate limiting awareness.
Review the instructions the agent will receive before you install.
If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.
Knows what sources are available, helps connect new ones, and manages how sources are queried.
Determine which MCP sources are connected by checking available tools. Each source corresponds to a set of MCP tools:
| Source | Key capabilities |
|---|---|
| ~~chat | Search messages, read channels and threads |
| Search messages, read individual emails | |
| ~~cloud storage | Search files, fetch document contents |
| ~~project tracker | Search tasks, typeahead search |
| ~~CRM | Query records (accounts, contacts, opportunities) |
| ~~knowledge base | Semantic search, keyword search |
If a tool prefix is available, the source is connected and searchable.
When a user searches but has few or no sources connected:
You currently have [N] source(s) connected: [list].
To expand your search, you can connect additional sources in your MCP settings:
- ~~chat — messages, threads, channels
- ~~email — emails, conversations, attachments
- ~~cloud storage — docs, sheets, slides
- ~~project tracker — tasks, projects, milestones
- ~~CRM — accounts, contacts, opportunities
- ~~knowledge base — wiki pages, knowledge base articles
The more sources you connect, the more complete your search results.
When a user asks about a specific tool that is not connected:
[Tool name] isn't currently connected. To add it:
1. Open your MCP settings
2. Add the [tool] MCP server configuration
3. Authenticate when prompted
Once connected, it will be automatically included in future searches.
Different query types benefit from searching certain sources first. Use these priorities to weight results, not to skip sources:
Decision queries ("What did we decide..."):
1. ~~chat (conversations where decisions happen)
2. ~~email (decision confirmations, announcements)
3. ~~cloud storage (meeting notes, decision logs)
4. Wiki (if decisions are documented)
5. Task tracker (if decisions are captured in tasks)
Status queries ("What's the status of..."):
1. Task tracker (~~project tracker — authoritative status)
2. ~~chat (real-time discussion)
3. ~~cloud storage (status docs, reports)
4. ~~email (status update emails)
5. Wiki (project pages)
Document queries ("Where's the doc for..."):
1. ~~cloud storage (primary doc storage)
2. Wiki / ~~knowledge base (knowledge base)
3. ~~email (docs shared via email)
4. ~~chat (docs shared in channels)
5. Task tracker (docs linked to tasks)
People queries ("Who works on..." / "Who knows about..."):
1. ~~chat (message authors, channel members)
2. Task tracker (task assignees)
3. ~~cloud storage (doc authors, collaborators)
4. ~~CRM (account owners, contacts)
5. ~~email (email participants)
Factual/Policy queries ("What's our policy on..."):
1. Wiki / ~~knowledge base (official documentation)
2. ~~cloud storage (policy docs, handbooks)
3. ~~email (policy announcements)
4. ~~chat (policy discussions)
When query type is unclear:
1. ~~chat (highest volume, most real-time)
2. ~~email (formal communications)
3. ~~cloud storage (documents and files)
4. Wiki / ~~knowledge base (structured knowledge)
5. Task tracker (work items)
6. CRM (customer data)
MCP sources may have rate limits. Handle them gracefully:
Rate limit responses typically appear as:
When a source is rate limited:
Note: [Source] is temporarily rate limited. Results below are from
[other sources]. You can retry in a few minutes to include [source].
Track source availability during a session:
Source Status:
~~chat: ✓ Available
~~email: ✓ Available
~~cloud storage: ✓ Available
~~project tracker: ✗ Not connected
~~CRM: ✗ Not connected
~~knowledge base: ⚠ Rate limited (retry in 2 min)
When reporting search results, include which sources were searched so the user knows the scope of the answer.
The enterprise search plugin works with any MCP-connected source. As new MCP servers become available, they can be added to the .mcp.json configuration. The search and digest commands will automatically detect and include new sources based on available tools.
To add a new source:
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Review a design or web page against WCAG 2.1 AA, an accessibility standard. Organize findings on contrast, keyboard access, forms, and screen reader behavior, with severity levels and practical recommendations for fixes.
Build a single brief on an existing customer using available sales records, emails, documents, call notes, and internal chat. Understand the current situation, key contacts, recent discussions, and gaps that may need attention.
Build or refresh a strategic customer account plan from sales records, emails, and meeting transcripts. Organize goals, stakeholders, growth opportunities, risks, and dated actions into a document, then sync approved highlights to the customer relationship management system.
Research sales accounts using Common Room data to summarize company details, buying signals, ownership, and key contacts. Answer specific questions directly or prepare a broader briefing with evidence-based next steps, clearly identifying missing information.
Research prospective companies and contacts, check existing customer records, and assess fit against your ideal customer profile. Receive a sourced brief covering recent developments, likely priorities, outreach talking points, and a suggested next step.
Score and group accounts by customer fit and engagement, such as recent contact and open sales opportunities. Identify where to focus sales effort, choose next actions, and spot promising accounts with neglected outreach or missing information.