Knowledge / Office / Research Matrix (S2 — v2 capability-based)

Scenario S2. Strongest coverage in the current ecosystem: search, reference management, notes, synthesis, documents, and diagrams all have first-party harnesses; Python/native fallbacks fill the rest.

Schema: docs/cli-matrix/matrix_registry.schema.md. Matrix plan: docs/cli-matrix/cli-matrix-plan.md.

Install

cli-hub matrix install knowledge-research
cli-hub matrix info    knowledge-research
cli-hub matrix preflight knowledge-research --json

---

Provider selection constraints

1. Use preflight as an availability report, not as a provider selector.
2. Treat provider order as documentation order only.
3. Choose from user requirements, output quality bar, offline needs, credential state, install cost, and provider notes.
4. Escalate to paid or metered APIs only when credentials are already present or the user explicitly consents.

Offline context? Filter to offline: true providers.

---

Preflight

Run cli-hub matrix preflight knowledge-research --json first. Use the manual block below for extra probes or older cli-hub versions.

cli-hub list --json
python - <<'PY'
import importlib.util
for m in ("pyzotero","bibtexparser","trafilatura","readability","httpx","playwright",
          "python_docx","openpyxl","pptx","reportlab","pypdf","pdfplumber","weasyprint",
          "langchain","llama_index","haystack"):
    print(m, importlib.util.find_spec(m) is not None)
PY
for b in pandoc qpdf pdftk exiftool latexmk tex dot mermaid plantuml hugo mkdocs jekyll; do
  command -v "$b" >/dev/null && echo "$b: yes" || echo "$b: no"
done
for e in OPENAI_API_KEY ANTHROPIC_API_KEY GOOGLE_API_KEY PERPLEXITY_API_KEY TAVILY_API_KEY \
         SERPAPI_API_KEY BRAVE_API_KEY FIRECRAWL_API_KEY \
         NOTION_API_KEY SEMANTIC_SCHOLAR_API_KEY WORDPRESS_TOKEN GHOST_ADMIN_KEY; do
  [ -n "${!e}" ] && echo "$e: set" || echo "$e: unset"
done

---

Suggest-to-user template

To enable <capability> via <provider>, please set <ENV_VAR>.
  Cost: <cost notes>
  Quality: <quality tier>
Reply 'skip' to fall back to <next provider>.

Example: To enable live Notion sync via the Notion API, please set NOTION_API_KEY. Cost: free tier suffices for most users. Quality: sota (round-trips block/page IDs). Reply 'skip' to fall back to local Obsidian vault + manual paste.

---

Capabilities

research.search — web / literature search

Provider	Kind	Requires	Cost	Quality	Offline
cli-anything-exa	harness-cli	EXA_API_KEY	metered	sota	no
cli-anything-browser / safari / clibrowser	harness-cli	browser installed	free	high	no
duckduckgo-search	python	pkg	free	good	no
googlesearch-python	python	pkg	free	good	no
Perplexity API	api	PERPLEXITY_API_KEY	paid	sota	no
Tavily	api	TAVILY_API_KEY	metered	high	no
Brave Search	api	BRAVE_API_KEY	metered	good	no
Google Custom Search	api	GOOGLE_API_KEY	metered	high	no

research.retrieve — fetch article text / scrape pages

Provider	Kind	Requires	Cost	Quality	Offline
cli-anything-browser / safari / clibrowser	harness-cli	harness installed	free	high	no
trafilatura	python	pkg	free	high	yes
readability-lxml	python	pkg	free	good	yes
httpx + manual parse	python	pkg	free	basic	yes
playwright	python	pkg + browsers	free	sota	no
Firecrawl	api	FIRECRAWL_API_KEY	metered	sota	no
ScrapingBee	api	SCRAPINGBEE_API_KEY	paid	high	no

research.reference — citations, BibTeX, references

Provider	Kind	Requires	Cost	Quality	Offline
cli-anything-zotero	harness-cli	Zotero installed	free	sota	yes
pyzotero	python	pkg + Zotero key	free	high	no
habanero (Crossref)	python	pkg	free	high	no
bibtexparser	python	pkg	free	good	yes
Crossref REST	api	none	free	high	no
Semantic Scholar	api	SEMANTIC_SCHOLAR_API_KEY (optional)	free	high	no

knowledge.note — note-taking / PKM

Provider	Kind	Requires	Cost	Quality	Offline
cli-anything-obsidian	harness-cli	Obsidian installed	free	sota	yes
cli-anything-mubu	harness-cli	Mubu installed	free	high	no
obsidian-cli	public-cli	bin + vault path	free	high	yes
raw markdown + git	native	git	free	good	yes
mdformat	python	pkg	free	good	yes
Notion API	api	NOTION_API_KEY	free	sota	no
Roam / Logseq sync	—	—	—	—	—

knowledge.outline — outlining

Provider	Kind	Requires	Cost	Quality	Offline
cli-anything-mubu	harness-cli	Mubu installed	free	high	no
OPML via lxml	python	pkg	free	good	yes
YAML outlines + yq	native	binary	free	good	yes

knowledge.synthesize — multi-doc synthesis / summarization

Provider	Kind	Requires	Cost	Quality	Offline
cli-anything-notebooklm	harness-cli	harness installed	metered	sota	no
cli-anything-intelwatch	harness-cli	harness installed	free-metered	high	partial
langchain / llama_index + local LLM	python	pkg + ollama	free	high	yes
haystack	python	pkg	free	good	partial
Claude / OpenAI / Gemini (long context)	api	model key	metered	sota	no

document.author — write docs (DOCX, XLSX, PPTX, PDF)

Provider	Kind	Requires	Cost	Quality	Offline
cli-anything-libreoffice	harness-cli	LibreOffice installed	free	high	yes
cli-anything-anygen	harness-cli	harness installed	free	high	yes
python-docx / openpyxl / python-pptx / reportlab	python	pkg	free	good	yes
Google Docs API	api	OAuth token	metered	sota	no
Microsoft Graph	api	Azure app + token	metered	sota	no

document.format — convert / reformat

Provider	Kind	Requires	Cost	Quality	Offline
pandoc	native	binary	free	sota	yes
cli-anything-libreoffice (headless convert)	harness-cli	LibreOffice	free	high	yes
docx2pdf	python	pkg + Word/LO	free	good	yes
weasyprint	python	pkg	free	high	yes
CloudConvert	api	CLOUDCONVERT_API_KEY	metered	sota	no

document.pdf — manipulate PDFs (split, merge, OCR, extract)

Provider	Kind	Requires	Cost	Quality	Offline
qpdf / pdftk	native	binary	free	sota	yes
pypdf	python	pkg	free	high	yes
pdfplumber	python	pkg	free	high	yes
pdf2image	python	pkg + poppler	free	good	yes
ocrmypdf	native	binary + tesseract	free	high	yes
Adobe PDF Services	api	Adobe creds	paid	sota	no

diagram.create — diagrams, flowcharts, architecture

Provider	Kind	Requires	Cost	Quality	Offline
cli-anything-drawio	harness-cli	drawio installed	free	sota	yes
cli-anything-mermaid	harness-cli	mermaid-cli	free	high	yes
graphviz (dot)	native	binary	free	high	yes
plantuml	native	binary	free	high	yes

publish.web — publish articles / blog posts

Provider	Kind	Requires	Cost	Quality	Offline
contentful	public-cli	bin + space token	metered	high	no
sanity	public-cli	bin + project token	metered	high	no
hugo / mkdocs / jekyll / pelican	native/python	binary/pkg	free	high	yes
WordPress REST	api	app password	free	high	no
Ghost Admin	api	GHOST_ADMIN_KEY	free	high	no
Medium (legacy)	api	token	free	good	no

publish.latex — build PDFs from LaTeX

Provider	Kind	Requires	Cost	Quality	Offline
latexmk + texlive	native	binaries	free	sota	yes
pylatex	python	pkg + texlive	free	high	yes
Overleaf API	api	OVERLEAF_API_KEY	paid	sota	no
Tectonic	native	binary	free	high	yes

---

Recipes

• literature-review — survey a topic, extract key papers, synthesize. Uses: research.search, research.retrieve, research.reference, knowledge.synthesize, document.author.

• meeting-to-doc — turn a recorded meeting into a structured document. Uses: text.transcribe (via S1 matrix), knowledge.synthesize, document.author, document.format.

• blog-post — research → write → publish. Uses: research.search, research.retrieve, knowledge.synthesize, document.author, publish.web.

• paper-draft — research + citations + LaTeX. Uses: research.reference, knowledge.synthesize, document.author, publish.latex.

• competitive-brief — fetch competitor pages, extract positioning, produce a briefing deck. Uses: research.retrieve, knowledge.synthesize, document.author (PPTX).

• pdf-book-digest — ingest a PDF book, OCR if needed, produce chapter summaries + quote file. Uses: document.pdf, knowledge.synthesize, knowledge.note.

---

Known gaps

• Notion — Notion API exists as an escalation, but there is no harness for local-first Notion workflows. Recurs in S11 (team comms).
• Google Docs / Microsoft 365 live editing — API path only.
• LaTeX harness — latexmk + Tectonic cover the native path, but no agent-native wrapper yet.
• Translation — no first-party CLI; Python fallback and APIs only.

---

Agent guidance

• Run preflight once per session. Many capabilities have strong Python or native paths that bypass the need to install anything.
• Prefer local for sensitive docs (legal, health, internal): use Obsidian + local LLM + whisper rather than cloud APIs.
• Citations are load-bearing — for academic work always route through research.reference so bibliographies stay consistent.
• Chain document.format at the end, not the middle: author in the richest source format (markdown or LaTeX) and convert last.
• Workspace discipline — one directory per project; keep refs.bib, source markdown, figures, and output PDFs colocated.