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Agentic WorkspaceToolsBuilt-in toolsDocuments & storage

Documents & storage

Work with your project’s Document Management System (DMS) and turn stored data into files, tables, charts, and PDFs.

ℹ️

A typical flow: dms_list to find a document → dms_read its content → process it → dms_upload the result. dms_upload pauses for approval (built-in HIL).

dms_list

List documents (id, name, size, type), with folder filter and pagination. Category: Data Pull · Setup: needs documents.

  • Inputs: folder_id ('root' or omit for all), page, size.
dms_list tool — Overview tab
dms_list tool — Test tab

dms_read

Read a document’s content (PDF/Word/Excel auto-extracted; others as text or base64). Category: Data Pull · Setup: needs a document.

  • Inputs: file_id (required — a DMS document id, or a cached file id), encoding, as_base64, max_chars.
dms_read tool — Overview tab
dms_read tool — Test tab

dms_get_metadata

Get a document’s metadata without downloading. Category: Data Pull · Setup: needs a document.

  • Inputs: document_id (required).
dms_get_metadata tool — Overview tab
dms_get_metadata tool — Test tab

dms_upload

Upload a document (new content or a downloaded file). Category: Action · HIL approval.

  • Inputs: name (required), content or file_id, is_base64, mime_type, folder_id.
dms_upload tool — Overview tab
dms_upload tool — Test tab

document_extract

Extract text, tables, and metadata from PDF/DOCX/TXT/CSV/HTML/Markdown. Category: Data Pull · Setup: needs a file input.

document_extract tool — Overview tab
document_extract tool — Test tab

parse_table

Convert stored data into a formatted, sortable UI table. Category: Function · Setup: none.

  • Inputs: an artifact_id (from db_query/parse_table) or inline data.
parse_table tool — Overview tab
parse_table tool — Test tab

parse_echarts

Convert stored data into an ECharts visualization (bar/line/pie/…). Category: Function · Setup: none.

  • Inputs: an artifact_id or inline series data.
parse_echarts tool — Overview tab
parse_echarts tool — Test tab

generate_pdf

Generate a formatted, colorful PDF report (sections, tables, charts). Category: Action · Setup: none.

  • Inputs: title, sections (heading + body + optional table/chart), accent_color, template, include_toc. Tables/charts reference data by artifact_id.
generate_pdf tool — Overview tab
generate_pdf tool — Test tab

Deprecated

ℹ️

These still exist but are being retired — avoid for new work (no screenshots):

  • dms_download — downloaded a document to temp storage for a file_id. dms_read now reads a document by its id directly.
  • file_parse — parsed structured content from files; use document_extract instead.
RAG & knowledgeOffice