---
id: sm-source-management
name: "source-management"
url: https://skills.yangsir.net/skill/sm-source-management
author: anthropics
domain: science
tags: ["citation-management", "research-tools", "academic-writing", "reference-tracking"]
install_count: 2500
rating: 4.30 (27 reviews)
github: https://github.com/anthropics/knowledge-work-plugins
---

# source-management

> 源管理技能，了解可用数据源，帮助连接新数据源，并管理现有数据源。

**Stats**: 2,500 installs · 4.3/5 (27 reviews)

## Before / After 对比

### 优化数据源管理与连接效率

## Readme

# source-management

# Source Management

If you see unfamiliar placeholders or need to check which tools are connected, see [CONNECTORS.md](https://github.com/anthropics/knowledge-work-plugins/blob/HEAD/enterprise-search/skills/source-management/../../CONNECTORS.md).

Knows what sources are available, helps connect new ones, and manages how sources are queried.

## Checking Available Sources

Determine which MCP sources are connected by checking available tools. Each source corresponds to a set of MCP tools:

Source
Key capabilities

**~~chat**
Search messages, read channels and threads

**~~email**
Search messages, read individual emails

**~~cloud storage**
Search files, fetch document contents

**~~project tracker**
Search tasks, typeahead search

**~~CRM**
Query records (accounts, contacts, opportunities)

**~~knowledge base**
Semantic search, keyword search

If a tool prefix is available, the source is connected and searchable.

## Guiding Users to Connect Sources

When a user searches but has few or no sources connected:

```
You currently have [N] source(s) connected: [list].

To expand your search, you can connect additional sources in your MCP settings:
- ~~chat — messages, threads, channels
- ~~email — emails, conversations, attachments
- ~~cloud storage — docs, sheets, slides
- ~~project tracker — tasks, projects, milestones
- ~~CRM — accounts, contacts, opportunities
- ~~knowledge base — wiki pages, knowledge base articles

The more sources you connect, the more complete your search results.

```

When a user asks about a specific tool that is not connected:

```
[Tool name] isn't currently connected. To add it:
1. Open your MCP settings
2. Add the [tool] MCP server configuration
3. Authenticate when prompted

Once connected, it will be automatically included in future searches.

```

## Source Priority Ordering

Different query types benefit from searching certain sources first. Use these priorities to weight results, not to skip sources:

### By Query Type

**Decision queries** ("What did we decide..."):

```
1. ~~chat (conversations where decisions happen)
2. ~~email (decision confirmations, announcements)
3. ~~cloud storage (meeting notes, decision logs)
4. Wiki (if decisions are documented)
5. Task tracker (if decisions are captured in tasks)

```

**Status queries** ("What's the status of..."):

```
1. Task tracker (~~project tracker — authoritative status)
2. ~~chat (real-time discussion)
3. ~~cloud storage (status docs, reports)
4. ~~email (status update emails)
5. Wiki (project pages)

```

**Document queries** ("Where's the doc for..."):

```
1. ~~cloud storage (primary doc storage)
2. Wiki / ~~knowledge base (knowledge base)
3. ~~email (docs shared via email)
4. ~~chat (docs shared in channels)
5. Task tracker (docs linked to tasks)

```

**People queries** ("Who works on..." / "Who knows about..."):

```
1. ~~chat (message authors, channel members)
2. Task tracker (task assignees)
3. ~~cloud storage (doc authors, collaborators)
4. ~~CRM (account owners, contacts)
5. ~~email (email participants)

```

**Factual/Policy queries** ("What's our policy on..."):

```
1. Wiki / ~~knowledge base (official documentation)
2. ~~cloud storage (policy docs, handbooks)
3. ~~email (policy announcements)
4. ~~chat (policy discussions)

```

### Default Priority (General Queries)

When query type is unclear:

```
1. ~~chat (highest volume, most real-time)
2. ~~email (formal communications)
3. ~~cloud storage (documents and files)
4. Wiki / ~~knowledge base (structured knowledge)
5. Task tracker (work items)
6. CRM (customer data)

```

## Rate Limiting Awareness

MCP sources may have rate limits. Handle them gracefully:

### Detection

Rate limit responses typically appear as:

- HTTP 429 responses

- Error messages mentioning "rate limit", "too many requests", or "quota exceeded"

- Throttled or delayed responses

### Handling

When a source is rate limited:

- **Do not retry immediately** — respect the limit

- **Continue with other sources** — do not block the entire search

- **Inform the user**:

```
Note: [Source] is temporarily rate limited. Results below are from
[other sources]. You can retry in a few minutes to include [source].

```

- **For digests** — if rate limited mid-scan, note which time range was covered before the limit hit

### Prevention

- Avoid unnecessary API calls — check if the source is likely to have relevant results before querying

- Use targeted queries over broad scans when possible

- For digests, batch requests where the API supports it

- Cache awareness: if a search was just run, avoid re-running the same query immediately

## Source Health

Track source availability during a session:

```
Source Status:
  ~~chat:        ✓ Available
  ~~email:        ✓ Available
  ~~cloud storage:  ✓ Available
  ~~project tracker:        ✗ Not connected
  ~~CRM:   ✗ Not connected
  ~~knowledge base:      ⚠ Rate limited (retry in 2 min)

```

When reporting search results, include which sources were searched so the user knows the scope of the answer.

## Adding Custom Sources

The enterprise search plugin works with any MCP-connected source. As new MCP servers become available, they can be added to the `.mcp.json` configuration. The search and digest commands will automatically detect and include new sources based on available tools.

To add a new source:

- Add the MCP server configuration to `.mcp.json`

- Authenticate if required

- The source will be included in subsequent searches automatically

Weekly Installs231Repository[anthropics/know…-plugins](https://github.com/anthropics/knowledge-work-plugins)GitHub Stars9.9KFirst SeenJan 31, 2026Security Audits[Gen Agent Trust HubPass](/anthropics/knowledge-work-plugins/source-management/security/agent-trust-hub)[SocketPass](/anthropics/knowledge-work-plugins/source-management/security/socket)[SnykPass](/anthropics/knowledge-work-plugins/source-management/security/snyk)Installed onopencode207codex204gemini-cli201github-copilot194cursor187amp186

---
*Source: https://skills.yangsir.net/skill/sm-source-management*
*Markdown mirror: https://skills.yangsir.net/api/skill/sm-source-management/markdown*