Manage Documents

Create and manage standalone workspace documents. These are distinct from initiative descriptions.

Do not use this skill for initiative description edits. Use patch-document with taskId via task-management for that. This skill manages documents by documentId.

Document model

Types: Requirement — specs, requirements, design docs | Task — task-scoped documents

Statuses: Draft (default) | Completed

Tool selection

Goal	Tool
Create a new document	create-document
Fetch a document by ID	get-document
Replace document fields (title, content, status)	update-document
Search or filter document metadata	find-documents
Delete a document	delete-document

update-document replaces whole fields by documentId. It is not for initiative descriptions — use patch-document with taskId for those.

Rules

• If workspaceId is unknown or the user has multiple workspaces, call list-workspaces first.
• find-documents is a discovery/list tool. It returns document metadata plus excerpt, not full content.
• Use find-documents for IDs, titles, statuses, task links, and excerpts. Use get-document with the selected documentId whenever full document content is needed.
• get-document, update-document, and delete-document all require documentId. Call find-documents first if you only have a title or filter criteria, then call get-document before reading or summarizing the full body.
• Do not use update-document for initiative description edits. Use patch-document with taskId instead.
• Do not call delete-document without explicit user confirmation — deletion is not reversible.

Create a document

create-document({
  "workspaceId": "<workspaceId>",
  "title": "Auth Flow Requirements",
  "content": "## Overview\n\nFull markdown content here.",
  "type": "Requirement",
  "status": "Draft"
})

type is required. Allowed values: Requirement, Task.

Get a document

get-document({
  "workspaceId": "<workspaceId>",
  "documentId": "<documentId>"
})

Update a document

Replaces any provided fields. Omit fields you don't want to change.

update-document({
  "workspaceId": "<workspaceId>",
  "documentId": "<documentId>",
  "title": "Updated title",
  "status": "Completed"
})

Find documents

Filter by type, status, task link, or creator. The result is metadata plus excerpt only:

find-documents({
  "workspaceId": "<workspaceId>",
  "types": ["Requirement"],
  "statuses": ["Draft"],
  "taskId": "<taskId>",
  "limit": 20
})

Use query for name/title search:

find-documents({
  "workspaceId": "<workspaceId>",
  "query": "auth spec"
})

If the user needs the document body after choosing a result, call:

get-document({
  "workspaceId": "<workspaceId>",
  "documentId": "<documentId>"
})

Delete a document

Only call after the user has explicitly confirmed.

delete-document({
  "workspaceId": "<workspaceId>",
  "documentId": "<documentId>"
})