Source Management

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.

Checking Available Sources

Determine which MCP sources are connected by checking available tools. Each source corresponds to a set of MCP tools:

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

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