--- name: source-management description: 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. user-invocable: false --- # Source Management > If you see unfamiliar placeholders or need to check which tools are connected, see [CONNECTORS.md](../../CONNECTORS.md). Knows what sources are available, helps connect new ones, and manages how sources are queried. ## Checking Available Sources 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. ## Guiding Users to Connect Sources 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. ``` ## Source Priority Ordering Different query types benefit from searching certain sources first. Use these priorities to weight results, not to skip sources: ### By Query Type **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) ``` ### Default Priority (General Queries) 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) ``` ## Rate Limiting Awareness MCP sources may have rate limits. Handle them gracefully: ### Detection Rate limit responses typically appear as: - HTTP 429 responses - Error messages mentioning "rate limit", "too many requests", or "quota exceeded" - Throttled or delayed responses ### Handling When a source is rate limited: 1. **Do not retry immediately** — respect the limit 2. **Continue with other sources** — do not block the entire search 3. **Inform the user**: ``` Note: [Source] is temporarily rate limited. Results below are from [other sources]. You can retry in a few minutes to include [source]. ``` 4. **For digests** — if rate limited mid-scan, note which time range was covered before the limit hit ### Prevention - Avoid unnecessary API calls — check if the source is likely to have relevant results before querying - Use targeted queries over broad scans when possible - For digests, batch requests where the API supports it - Cache awareness: if a search was just run, avoid re-running the same query immediately ## Source Health 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. ## Adding Custom Sources 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: 1. Add the MCP server configuration to `.mcp.json` 2. Authenticate if required 3. The source will be included in subsequent searches automatically --- Attribution added by YourAIKit. It is not part of the upstream file. - Source: https://github.com/anthropics/knowledge-work-plugins/tree/main/enterprise-search/skills/source-management - Credit: Anthropic, Knowledge Work Plugins (enterprise-search) - Upstream copy: anthropics/knowledge-work-plugins at commit 33d3dea41a341b341d4f5da2e8801ae0c89be2b8, enterprise-search/skills/source-management/SKILL.md - Copyright: held by the upstream authors credited above - License: Apache-2.0. 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