Search Documents
search_documentsCanonical MCP read for vault document metadata and summary search. A member can search by the filename as shown in Vault even when the stored name uses separators. Title and tag metadata can appear before asynchronous body indexing is ready; use the body-content search tools for content and expect a just-saved document to report still indexing with an instruction to try again shortly. Each result includes a document id; an own-Vault result also includes an X1-authored documentUrl for a direct link. Use only that URL, never construct one from an id. On external professional connectors, use get_document_content or get_document_download_url once per document id when those tools are mounted. They require current download permission and household connected-document access, are rate limited, and record each release in household access history. Otherwise open the document in X1. Advisors and scoped specialists search explicitly shared documents plus active visible coordination-thread attachments, while managed-program roles search within their assignment scope.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| query | Yes | Search query | |
| category | No | Filter by category | |
| clientId | No | Client or member user ID | |
| dateFrom | No | Filter documents uploaded after this date (ISO 8601) |