enterprise-search/skills/source-management/SKILL.md
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.
npx skillsauth add anthropics/knowledge-work-plugins source-managementInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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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 | | ~~email | 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:
.mcp.jsontesting
Reads a forwarded customer email or ticket, pulls order/refund status from PayPal and account history from HubSpot, drafts a tone-matched reply in the owner's writing voice, and can issue a PayPal refund with explicit owner approval. Use when the user says "draft a response," "answer this customer," "where's my order," or "I want a refund."
development
Prepares tax-season materials for small business owners — framed as deliverables for their accountant, not tax advice. Two modes: (1) quarterly estimated tax calculation — pulls YTD net income from QuickBooks and calculates the federal income tax + self-employment tax liability and quarterly payment due; (2) year-end 1099 prep — scans QuickBooks, PayPal, and Stripe for contractors paid over $600, builds a 1099-NEC candidate list with missing W-9 flags, and produces a plain-English summary a CPA can work from directly. Trigger this skill whenever the user mentions: quarterly taxes, estimated tax payment, how much to set aside for taxes, 1099s, 1099-NEC, year-end tax prep, contractor payments, W-9s, or any phrase suggesting they are preparing for a tax deadline or handing materials to an accountant. Also trigger proactively when a user asks about net profit or YTD income in a context that suggests they are worried about their tax bill.
tools
Prepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet. Accepts optional mode and year arguments.
tools
The front door to the Small Business plugin. Listens to what the owner needs right now — vague or specific — and routes them to the best skill or slash command for the moment. Also serves as a guide: explains what's available, suggests what to try next, and adapts recommendations based on stored business context. Trigger whenever the owner asks "what can you do," "help me with my business," "what should I focus on," "I don't know where to start," or any open-ended business request that doesn't clearly match a single skill.