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Search company knowledge base

The agent retrieves specific passages, shared notes, or documents from the company's centralized knowledge base, providing sources and dates to support decision-making or research tasks.

How it works

Read-onlyProductivity and planning

The agent uses the 'search' tool to query saved files, web pages, snippets, and synced documents. It can also use 'list_memories' to see available shared notes or 'read_memory' to fetch specific content. Before acting, verify the user has provided a clear query or note ID. Ensure the agent understands that live reads of mail/Slack happen inside Agently, not over MCP, so this is for static saved knowledge.

Prompt

Paste this into an agent that has the servers below connected. Adjust the names and dates to your own.

Prompt for Search company knowledge base
Search the brain for our Q3 pricing decisions and list any shared notes about onboarding.

MCP servers it needs

Source

The vendor page this playbook is drawn from, and the passage that supports it.

search Searches saved files, web pages, snippets and synced documents. Returns passages with their source and dates
MCP Server, Docs · Agently

Each playbook is drawn from the vendor page it cites and reviewed by Koskamo before it is published. Koskamo does not run these servers or your agent: check what each tool will do before you let it act on your accounts.

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