Library tools

Search and read documents, templates, case studies, and company library knowledge.

#Availability

Opt into this group by adding ?tools=library.read or ?tools=library.write to the MCP server URL.

#Scopes

• tools.library.read for read tools.
• tools.library.write for write tools. Write access also grants read access for this group.

#Tools

• getDocumentById — Get document by ID (read)

  Get a specific document (like account plan, pricing, etc.) by its ID. See <documents> for a list of all documents available.

  Scopes: tools.default.read, tools.library.read

• listAccountDocuments — List account documents (read)

  List all documents associated with an account

  Scopes: tools.default.read, tools.crm.read, tools.library.read

• listCaseStudies — List case studies (read)

  List all case studies

  Scopes: tools.default.read, tools.library.read

• listDocumentTemplates — List document templates (read)

  List accessible document templates by purpose. Each result includes AI instruction summaries: concise descriptions of the template’s embedded generation directives, including what the agent should research and how specific sections/placeholders should be filled. Use this before writing a document from a template, especially when the template was not already provided in context.

  Scopes: tools.default.read, tools.library.read

• listLibraryDocuments — List library documents (read)

  List accessible library documents, optionally filtered by document purpose. Use this to discover actual ICPs, product docs, case studies, account plans, playbooks, and other reusable library documents before calling getDocumentById for full content.

  Scopes: tools.default.read, tools.library.read

• searchCompanyLibrary — Search company library (read)

  Search through company-wide Bigmind documents and shared integration library content. This includes open-access documents, knowledge base articles, connected Confluence/website/library sources, and shared resources. Does NOT include meetings or private user documents.

  Scopes: tools.default.read, tools.library.read

• writeDocument — Write document (write)

  Write a document based on a template. Pass the template ID and research notes grouped by template section or AI instruction.

  Scopes: tools.default.write, tools.library.write