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Tools Overview

Linkly AI exposes seven tools to AI assistants via MCP (Model Context Protocol), forming a progressive document access workflow:
Three additional utility tools are available: list_libraries (list knowledge libraries), explore (overview of document collections), and find_paths (locate folder paths by keyword to feed search’s path_glob).

search

Search documents and find relevant results

outline

View document outlines to understand structure

grep

Find specific text patterns with regex matching

read

Read document content for detailed information

list_libraries

List knowledge libraries and their document counts

explore

Overview of document collection themes and structure

find_paths

Locate folder paths by keyword to feed search’s path_glob
These seven tools work together to enable AI assistants to efficiently retrieve contextual information from your local documents. Searches indexed local documents and returns a list of the most relevant results.

Parameters

If the vector model is still downloading, search will automatically fall back to keyword-only mode without affecting usability.
About time filtering and sorting:
  • When the user gives an explicit window (“last month”, “in 2024”, “in the last three months”), use modified_after / modified_before.
  • When the user only says “recent”, “latest”, “earliest” without a fixed window, use time_sort=newest or oldest.
  • The two can combine: “earliest in 2024” is modified_after=2024-01-01 + modified_before=2024-12-31 + time_sort=oldest.
  • For relative dates (“last month”), first read the current UTC time from the [meta] now=... field at the end of any tool response, then compute the date — see Response Metadata below.

Response Fields

Each search result contains the following information:

Usage Examples

Outline

Retrieves the structured outline and metadata of one or more documents, helping to quickly understand document structure and locate target sections.

Parameters

When to Use Outline

The outline feature works best with bookmarked PDFs, Markdown, DOCX, PowerPoint (PPTX), and EPUB documents. It is especially effective when reading lengthy documents and books. Outline support for plain text and unbookmarked PDFs will be added in future iterations.

Usage Examples

Grep

Locate specific lines within a single document by regex pattern. Best for documents with has_outline=false where outline is unavailable. Use after search to pinpoint exact positions of names, dates, terms, identifiers, or any pattern — then use read with offset to see full context. Works on all document types (PDF, Markdown, DOCX, PPTX, EPUB, TXT, HTML). For searching across multiple documents, call grep once per document.

Parameters

When to Use Grep vs Outline

Usage Examples

Read

Reads document content with line number positioning and pagination, suitable for reading specific parts of long documents. The Read tool behaves consistently with the Claude AI SDK, ensuring optimal results across various Agentic AI models.

Parameters

Content Format

The Read tool returns content with line numbers for easy reference and positioning:

Pagination Strategy

For long documents, it is recommended to read in chunks:
Combining with outlines yields even better results — use the outline to locate the line range of the target section, then use read to precisely retrieve the content within that range.

Usage Examples

List Libraries

Lists all knowledge libraries configured by the user, along with their descriptions and document counts.

Parameters

No parameters required.

Use Cases

  • When the user asks “what libraries do I have?”
  • Before using the library parameter in search, to verify a library name

Explore

Get a bird’s-eye overview of all indexed documents or a specific library. Returns document type distribution, directory structure (with file counts and median word counts), and top keywords (with source attribution).

Parameters

Use Cases

  • The user wants to know what’s in their knowledge base or document collection
  • The user doesn’t have a specific search topic and wants to discover available themes and directions
  • The AI assistant needs to understand the scale and topic distribution to formulate effective search strategies
After exploring, use the keywords and directory names from the output as leads for subsequent search queries.

Find Paths (find_paths)

Fuzzy-matches keywords against the file path field of indexed documents, aggregates matches at folder granularity, and returns the top folder candidates. It is positioned as a helper for search: when the user names a container (“in my Notion notes”, “in my Dropbox papers folder”) but you don’t know its on-disk path, call find_paths first to discover the real path, then pass it as path_glob to search. The actual folder name on disk often differs from the user’s spoken name (e.g. an export might live under Notion-Export-c58e430f... rather than just Notion), so guessing a path_glob directly is fragile.

Parameters

Response Fields (JSON mode)

Aggregation behaviour

  • Files whose patterns only match the filename segment (no matching directory segment) are silently dropped — this is a “find folders” tool, not a “find files” tool. If a query yields zero candidate folders even though matching files exist, fall back to calling search directly.
  • Each match is bucketed by the shallowest position of any pattern in the path, truncated at the next /. So local:///Users/me/Documents/Notion-Export-abc/workspace/page.md matched by Notion aggregates under .../Documents/Notion-Export-abc, regardless of how deep the file lives.

When to use

  • The user names a container with a fuzzy or cross-language word (“in my Notion notes”, “in my Dropbox papers folder”, “in my work backup”) and you don’t know the actual path
  • Call before search to determine the right path_glob

When not to use

  • Pure content / topic queries (“find resumes”, “find AI papers”) — call search directly; its hybrid retrieval already covers title, filename, content, and path
  • Filter by file type only (“all PDFs”) — call search with path_glob="*.pdf" directly
  • Vague queries with no container intent (“find recent stuff”) — call search

Usage example

Response Metadata

Every successful tool response carries the current UTC time so callers can compute relative dates (“last month”, “this year”, “in the last 30 days”) without relying on the model’s training cutoff.
  • Markdown output: a footer block at the end of the response, formatted as:
  • JSON output: a top-level _meta object:
Error responses (isError: true) do not include this metadata — the error body itself already conveys the cause, and adding a timestamp would only dilute the signal. When the user uses a relative date, read now from the most recent tool response, compute the corresponding ISO 8601 date, and pass it to search’s modified_after / modified_before.

Workflow Examples

Complete Workflow: CLI Method

The following example demonstrates how to perform a complete document retrieval via CLI:

Complete Workflow: MCP Method

When AI assistants call tools via the MCP protocol, the request format is as follows:

FAQ

Linkly AI currently supports the following formats:
If a document has no available outline (has_outline: false), you can:
  1. Use the read tool directly to browse the document content page by page
  2. Read the beginning of the document first (default 200 lines) to get a general idea, then decide whether to continue reading
Recommended workflow:
  1. First use outline to understand the document structure (if an outline is available)
  2. Based on the line ranges in the outline, use the offset and limit parameters of read to precisely read target sections
  3. Read up to 500 lines at a time, and paginate by adjusting offset
The default port is 60606. If that port is occupied, the application will automatically try other ports. You can check the actual port in use in Linkly AI Desktop’s settings.
You can try:
  • Using more precise keywords
  • Using natural language descriptions (leveraging vector semantic matching)
  • Mixing keywords and synonyms, e.g. "authentication auth login sign-in"
  • Using --type to filter specific document types and narrow the search scope