Documents

43 entities and 235 agent-callable operations in documents. Each operation is addressed as {mega_tool}/documents/{entity}/{operation} and carries the same permission check over MCP and REST.

access_grant

OperationMega-toolWhat it does
listentity_crudList access_grants with filtering and pagination
readentity_crudGet detailed access grant information
searchentity_crudSearch access_grants with fuzzy matching

access_scope

OperationMega-toolWhat it does
listentity_crudList access_scopes with filtering and pagination
readentity_crudGet detailed access scope information
searchentity_crudSearch access_scopes with fuzzy matching

attachment

OperationMega-toolWhat it does
codex_judge_sweepworkflow_actionSize or sample the headless-Codex content judge for never-content-judged email attachments.

dedup_rule

OperationMega-toolWhat it does
createentity_crudCreate a new dedup rule
deleteentity_crudDelete a dedup rule
listentity_crudList dedup_rules with filtering and pagination
readentity_crudGet detailed dedup rule information
searchentity_crudSearch dedup_rules with fuzzy matching
updateentity_crudUpdate an existing dedup rule

dedup_rule_set

OperationMega-toolWhat it does
createentity_crudCreate a new dedup rule set
deleteentity_crudDelete a dedup rule set
listentity_crudList dedup_rule_sets with filtering and pagination
readentity_crudGet detailed dedup rule set information
searchentity_crudSearch dedup_rule_sets with fuzzy matching
updateentity_crudUpdate an existing dedup rule set

dedup_rule_set_membership

OperationMega-toolWhat it does
createentity_crudCreate a new dedup rule set membership
deleteentity_crudDelete a dedup rule set membership
listentity_crudList dedup_rule_set_memberships with filtering and pagination
readentity_crudGet detailed dedup rule set membership information
updateentity_crudUpdate an existing dedup rule set membership

document

OperationMega-toolWhat it does
archivedocument_opArchive a document by setting its status to 'archived'.
bulk_statusdocument_opUpdate the status of multiple documents at once.
chunk_retrievedocument_opRetrieve text chunks from a specific document for reading or RAG context assembly.
classifydocument_opClassify a document by applying classification rules to determine its type.
createentity_crudCreate a new document
create_viewing_roomdocument_opBundle a curated list of documents into a shareable Viewing Room.
deleteentity_crudDelete a document
find_relateddocument_opFind documents related to an entity via DocumentLink.
find_similardocument_opFind documents whose text chunks are similar to a reference document (text embeddings) — not pixels.
get_transitionsworkflow_actionGet available transitions for a document
image_text_searchdocument_opFind document images that VISUALLY match a free-text description (e.g.
image_visual_searchdocument_opFind documents whose images look VISUALLY similar to a reference document's image (pixel features, not text descriptions).
listentity_crudList documents with filtering and pagination
rag_statusdocument_opGet RAG pipeline health and indexing statistics for the organization.
readentity_crudGet detailed document information
readdocument_opRead a single document by UUID — returns full extracted_text, intelligence_summary, description, all metadata.
reclassifydocument_opForce reclassify a document, clearing existing classification before re-evaluating rules.
reprocessdocument_opRe-run the document processing pipeline: reset status to 'uploaded', clear the chosen processing outputs, then ENQUEUE the same Celery chain the REST…
searchentity_crudSearch documents by content and metadata.
searchdocument_opSearch documents by content using DocumentChunk text matching.
search_guidedocument_opGet the search strategy playbook for effectively finding information in the document library.
semantic_searchdocument_opSemantic RAG search across ALL document chunks using vector embeddings.
taxonomy_describedocument_opDescribe the live v2 document-type taxonomy for the active organization.
transitionworkflow_actionTransition document to a new status
updateentity_crudUpdate an existing document

document_analytics

OperationMega-toolWhat it does
breakdownreport_queryGet document analytics breakdown by dimension
summaryreport_queryDocument processing analytics and classification metrics
trendreport_queryGet document analytics trend over time

document_chunk

OperationMega-toolWhat it does
createentity_crudCreate a new document chunk
deleteentity_crudDelete a document chunk
listentity_crudList document_chunks with filtering and pagination
readentity_crudGet detailed document chunk information
updateentity_crudUpdate an existing document chunk

document_classification_rule

OperationMega-toolWhat it does
createentity_crudCreate a new document classification rule
deleteentity_crudDelete a document classification rule
listentity_crudList document_classification_rules with filtering and pagination
readentity_crudGet detailed document classification rule information
searchentity_crudSearch document_classification_rules with fuzzy matching
updateentity_crudUpdate an existing document classification rule

document_import_job

OperationMega-toolWhat it does
listentity_crudList document_import_jobs with filtering and pagination
readentity_crudGet detailed document import job information
searchentity_crudSearch document_import_jobs with fuzzy matching

document_label

OperationMega-toolWhat it does
createentity_crudCreate a new document label
deleteentity_crudDelete a document label
listentity_crudList document_labels with filtering and pagination
readentity_crudGet detailed document label information
searchentity_crudSearch document_labels with fuzzy matching
updateentity_crudUpdate an existing document label
OperationMega-toolWhat it does
createentity_crudCreate a new document link.
deleteentity_crudDelete a document link
listentity_crudList document_links with filtering and pagination.
readentity_crudGet detailed document link information
searchentity_crudSearch document_links with fuzzy matching
updateentity_crudUpdate an existing document link

document_relation

OperationMega-toolWhat it does
createentity_crudCreate a new document relation
deleteentity_crudDelete a document relation
listentity_crudList document_relations with filtering and pagination
readentity_crudGet detailed document relation information
searchentity_crudSearch document_relations with fuzzy matching
updateentity_crudUpdate an existing document relation

document_saved_view

OperationMega-toolWhat it does
createentity_crudCreate a new document saved view
deleteentity_crudDelete a document saved view
listentity_crudList document_saved_views with filtering and pagination
readentity_crudGet detailed document saved view information
searchentity_crudSearch document_saved_views with fuzzy matching
updateentity_crudUpdate an existing document saved view

document_source_config

OperationMega-toolWhat it does
createentity_crudCreate a new document source config
deleteentity_crudDelete a document source config
listentity_crudList document_source_configs with filtering and pagination
readentity_crudGet detailed document source config information
searchentity_crudSearch document_source_configs with fuzzy matching
updateentity_crudUpdate an existing document source config

document_type_definition

OperationMega-toolWhat it does
createentity_crudCreate a new document type definition
deleteentity_crudDelete a document type definition
listentity_crudList document_type_definitions with filtering and pagination
readentity_crudGet detailed document type definition information
searchentity_crudSearch document_type_definitions with fuzzy matching
updateentity_crudUpdate an existing document type definition

document_version

OperationMega-toolWhat it does
createentity_crudCreate a new document version
deleteentity_crudDelete a document version
listentity_crudList document_versions with filtering and pagination
readentity_crudGet detailed document version information
searchentity_crudSearch document_versions with fuzzy matching
updateentity_crudUpdate an existing document version

guide

OperationMega-toolWhat it does
getagent_commandOrg pipeline control playbook (two levels, subtract-only accounts, inheritance, source semantics, per-mailbox email lanes).
queryreport_queryDocuments agent playbook: where every documents id comes from and the order the workflows run in.

import_job

OperationMega-toolWhat it does
import_canceldocument_opCancel a non-terminal bulk import job (org-scoped).
import_itemsdocument_opPer-file outcomes for a single bulk import job (org-scoped), ordered by sequence.
import_listdocument_opList this org's bulk import jobs, newest first.
import_statusdocument_opGet the status, counts, and progress of a single bulk import job (org-scoped) by its id.
import_submitdocument_opStart a bulk document-import job from the org's pending staged uploads.

pipeline

OperationMega-toolWhat it does
infra_statusdocument_opGet read-only infrastructure / embedding health for the document pipeline: inline embedding-server health (HTTP /health probe + URL) and the GPU…
pipeline_overviewdocument_opGet the evergreen corpus overview analytics for the organization: total documents, text/embed coverage percentages, the document->extracted->chunked and…
pipeline_statusdocument_opGet the full live status of all 7 document-pipeline stages for the organization (SharePoint sync, email sync, text extraction, OCR, chunking, inline…

pipeline_control

OperationMega-toolWhat it does
getconfig_manageRead one pipeline stage's control state (enabled + config) for the active org
listconfig_manageList every pipeline stage with its effective state, source, group and description
resetconfig_manageDelete a stage's control row for the active org, reverting it to the stage default
setconfig_manageEnable/disable a pipeline stage (and merge config) for the active org; busts the gate cache

pipeline_stage

OperationMega-toolWhat it does
run_chunkingsmart_actionRun-now the chunking stage org-wide (gated behind STUDIO_INLINE_STAGE_TRIGGERS, default OFF).
run_email_syncsmart_actionRun-now the email sync stage for this org: dispatch sync_all_email_accounts scoped to the current organization.
run_embeddingsmart_actionRun-now the inline-embedding stage org-wide (gated behind STUDIO_INLINE_STAGE_TRIGGERS, default OFF).
run_extractionsmart_actionRun-now the text-extraction stage org-wide (gated behind STUDIO_INLINE_STAGE_TRIGGERS, default OFF).
run_gpu_drainsmart_actionRun-now the GPU batch-embedding stage for this org: dispatch drain_gpu_embeddings scoped to the current organization.
run_ocr_sweepsmart_actionRun ocr sweep pipeline stage.
run_sharepoint_syncsmart_actionRun-now the SharePoint/OneDrive sync stage for this org: dispatch a delta fan-out (run_scheduled_deltas) scoped to the current organization.

search_settings

OperationMega-toolWhat it does
getconfig_manageGet the per-organization search-quality setting (DiskANN query-list-size); default 200 when unset
setconfig_manageSet the per-organization search-quality setting (DiskANN query-list-size, 50-500).

share_point_dedup_manifest

OperationMega-toolWhat it does
createentity_crudCreate a new share point dedup manifest
deleteentity_crudDelete a share point dedup manifest
listentity_crudList share_point_dedup_manifests with filtering and pagination
readentity_crudGet detailed share point dedup manifest information
searchentity_crudSearch share_point_dedup_manifests with fuzzy matching
updateentity_crudUpdate an existing share point dedup manifest

share_point_operation

OperationMega-toolWhat it does
listentity_crudList share_point_operations with filtering and pagination
readentity_crudGet detailed share point operation information
searchentity_crudSearch share_point_operations with fuzzy matching
OperationMega-toolWhat it does
listentity_crudList share_point_saved_searches with filtering and pagination
readentity_crudGet detailed share point saved search information

share_point_site

OperationMega-toolWhat it does
createentity_crudCreate a new share point site
deleteentity_crudDelete a share point site
listentity_crudList share_point_sites with filtering and pagination
live_list_childrenentity_crudLIVE SharePoint folder listing via Microsoft Graph (read-only GET).
live_resolve_pathentity_crudResolve a platform Document to WHERE IT ACTUALLY LIVES in SharePoint, live via Microsoft Graph (read-only GET).
live_searchentity_crudLIVE SharePoint filename/content search via Microsoft Graph (read-only GET).
readentity_crudGet detailed share point site information
searchentity_crudSearch share_point_sites with fuzzy matching
updateentity_crudUpdate an existing share point site

source_connector

OperationMega-toolWhat it does
crawl_statussmart_actionRead sync state (sync_status, last_sync_*, last_sync_error) — use to poll a dispatched crawl.
createentity_crudCreate a new SourceConnector (typically done by the discover command, but exposed for manual seeding)
deleteentity_crudDelete a SourceConnector.
listentity_crudList SourceConnector rows (one per external drive/inbox) with filters and stats
mark_sync_errorsmart_actionForce a connector into error state (for ops recovery, e.g.
readentity_crudRead a single SourceConnector including raw Graph metadata
reset_sync_statesmart_actionClear delta_link, last_sync_error, and reset sync_status to 'never' so the next run is a full crawl.
searchentity_crudSearch SourceConnector by name/description/site/drive
statssmart_actionLive aggregate stats from SourceRecord under this connector: counts by item_type/sync_status/extension, size sums.
trigger_crawlsmart_actionDispatch a full Graph walk of the connector's drive via Celery.
trigger_delta_syncsmart_actionDispatch an incremental Graph delta sync for one SharePoint connector via Celery.
updateentity_crudUpdate a SourceConnector.

source_record

OperationMega-toolWhat it does
createentity_crudNot supported — SourceRecord rows are created by the crawler via SourceRecord.from_graph_item.
deleteentity_crudSoft-delete a SourceRecord (sets is_deleted=True).
find_duplicates_by_hashsmart_actionGroup SourceRecord files sharing a content hash — the primary dedup signal.
find_duplicates_by_name_sizesmart_actionGroup SourceRecord files by (filename, file_size_bytes) — secondary dedup signal for items without a shared hash.
link_to_documentsmart_actionAttach a SourceRecord to a Document by setting its document FK.
listentity_crudList SourceRecord rows (files/folders from external sources) with rich filtering
list_empty_folderssmart_actionList folder SourceRecords with child_count=0 — candidates for cleanup.
readentity_crudRead a single SourceRecord.
searchentity_crudSearch SourceRecord by filename/relative_path/description
unlink_from_documentsmart_actionClear the Document FK on a SourceRecord (does not delete the Document).
updateentity_crudUpdate safe fields on a SourceRecord.
verify_against_graphsmart_actionLive path-GET against Microsoft Graph to confirm a SourceRecord still exists.

staged_upload

OperationMega-toolWhat it does
listentity_crudList your OWN staged_uploads with filtering and pagination.
list_pendingdocument_opList YOUR OWN PENDING staged uploads — the files you dropped on the /documents/staging Canvas that are awaiting action.
promotedocument_opIngest a file into this organization's document library — the searchable document corpus — in ONE call and get back its document_id.
pull_to_workspacedocument_opCopy the raw BYTES of staged uploads onto your Studio seat's mounted workspace so you can read them as local files.
readentity_crudGet detailed information for one of YOUR OWN staged uploads.
searchentity_crudSearch your OWN staged_uploads with fuzzy matching.
stage_from_bytesdocument_opStage a single local file for import by pushing its bytes directly over MCP (no multipart REST round-trip).

taxonomy_audit_event

OperationMega-toolWhat it does
listentity_crudList taxonomy_audit_events with filtering and pagination
readentity_crudGet detailed taxonomy audit event information
searchentity_crudSearch taxonomy_audit_events with fuzzy matching

taxonomy_draft

OperationMega-toolWhat it does
createentity_crudCreate a new taxonomy draft
deleteentity_crudDelete a taxonomy draft
listentity_crudList taxonomy_drafts with filtering and pagination
readentity_crudGet detailed taxonomy draft information
updateentity_crudUpdate an existing taxonomy draft

taxonomy_snapshot

OperationMega-toolWhat it does
createentity_crudCreate a new taxonomy snapshot
deleteentity_crudDelete a taxonomy snapshot
listentity_crudList taxonomy_snapshots with filtering and pagination
readentity_crudGet detailed taxonomy snapshot information
searchentity_crudSearch taxonomy_snapshots with fuzzy matching
updateentity_crudUpdate an existing taxonomy snapshot

template

OperationMega-toolWhat it does
archivedocument_opRetire a template: set its status to archived.
createdocument_opCreate template.
duplicatedocument_opFork a template into a new DRAFT in the same organization — source, schema, tokens and every image asset copied.
listdocument_opList the Typst document templates THIS organization can render — the answer to "what documents can you produce for me?".
readdocument_opRead template.
renderdocument_opRender a template to a real PDF and file it in the organization's document library.
seed_house_templatesdocument_opInstall the platform's shipped house templates (branded-report, legal-instrument, customer-deliverable) into THIS organization.
updatedocument_opPatch an existing template.
validatedocument_opDry-run a template: substitute the variables, compile it with Typst, and report what happened WITHOUT writing anything — no library document, no render row…

template_asset

OperationMega-toolWhat it does
createdocument_opUpload an image a template's Typst source references by name.
deletedocument_opRemove an image asset from a template.
listdocument_opList the image assets a template carries — the files its Typst source can reference by name, e.g.

template_render

OperationMega-toolWhat it does
readdocument_opRead one template render — its status (pending/running/succeeded/failed), how long it took, the error log if it failed, and the library document it produced.

template_revision

OperationMega-toolWhat it does
listdocument_opList a template's version history, newest first.
readdocument_opRead one frozen revision in full — the exact typ_source, variable_schema and brand_tokens the template carried at that version.
restoredocument_opPut an earlier revision's content back on the template.

valve

OperationMega-toolWhat it does
createentity_crudCreate a new valve
deleteentity_crudDelete a valve
listentity_crudList valves with filtering and pagination
readentity_crudGet detailed valve information
searchentity_crudSearch valves with fuzzy matching
updateentity_crudUpdate an existing valve

valve_photo

OperationMega-toolWhat it does
createentity_crudCreate a new valve photo
deleteentity_crudDelete a valve photo
listentity_crudList valve_photos with filtering and pagination
readentity_crudGet detailed valve photo information
searchentity_crudSearch valve_photos with fuzzy matching
updateentity_crudUpdate an existing valve photo

version

OperationMega-toolWhat it does
create_versiondocument_opCreate a new version of a document.
list_versionsdocument_opList all versions of a document, ordered by creation date (newest first).
restore_versiondocument_opRestore a document to a previous version.

viewing_room

OperationMega-toolWhat it does
createentity_crudCreate a new viewing room
deleteentity_crudDelete a viewing room
listentity_crudList viewing_rooms with filtering and pagination
readentity_crudGet detailed viewing room information
searchentity_crudSearch viewing_rooms with fuzzy matching
updateentity_crudUpdate an existing viewing room

viewing_room_folder

OperationMega-toolWhat it does
listentity_crudList viewing_room_folders with filtering and pagination
readentity_crudGet detailed viewing room folder information

Parameter schemas and permissions

Parameter schemas and permission codenames are in the full reference — sign in — or call prism_introspect(dimension="capability_search", query="…") with your key.

In the full reference this application appears under agent_command, config_manage, document_op, entity_crud, report_query, smart_action, workflow_action.