Documents
Documents are persistent markdown files stored per account. They bridge Agent sessions, team knowledge, and MCP — giving your workspace institutional memory that survives beyond a single conversation.
Open Library from the sidebar (Documents appears as Library in the navigation).
What Documents are for
- Capture analysis conclusions, strategy notes, and operating context
- Give the Agent persistent reference material across sessions
- Store playbooks, runbooks, and client-specific context
- Make knowledge accessible to MCP-connected AI tools
Unlike chat history, Documents are editable, searchable, and intentionally structured.
Create and edit a document
- Open Library from the sidebar.
- Click New Document.
- Write content in the markdown editor.
- Save — the document is immediately available to the Agent and MCP.
Documents support standard markdown formatting. The editor uses a rich text interface with markdown output.
Use Documents with the Agent
Reference a document in a Agent conversation:
“Using our Q1 channel strategy document, analyze whether Meta spend aligns with the plan.”
The Agent can read document content through its tools and incorporate it into analysis and recommendations.
MCP document tools
When connected via MCP, AI tools can:
| Tool | Action |
|---|---|
| List documents | Browse all documents in the workspace |
| Get document | Read a specific document by ID |
| Search documents | Full-text search across document content |
| Create document | Write a new document programmatically |
| Update document | Edit existing document content |
| Delete document | Remove a document |
This lets external AI tools (Cursor, Claude Code, etc.) maintain persistent context about your account.
Related
- Agent — conversational analysis that references documents
- Reports — structured reporting output
- Memory — change history alongside document context
- MCP Server — connect external AI tools to documents