Source & Citation Manager

Research skill, available on Zeplik

Source & Citation Manager is a ready-to-run research skill on Zeplik. Use when managing which workplace sources (Slack, email, Drive, project tracker, CRM, wiki) are connected for enterprise search -- 'what sources can you search', 'connect Notion', 'why aren't you finding my email' -- detecting availability, guiding new connections, ordering source priority, handling rate limits. Ask in plain language and Zeplik applies the skill's method for you inside the conversation, on whichever AI model you prefer.

The Source & Citation Manager skill loads automatically when your request matches it, or you can invoke it directly by typing /source-management in any chat. It works with attachments, connectors, and any model that supports the task, so you get the same expert method every time without setting anything up.

What the Source & Citation Manager skill can do

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Pick a prompt to open it in the Zeplik app. If you are not signed in yet, your prompt is waiting for you the moment you do.

How the Source & Citation Manager skill works

Source Management

If you see unfamiliar placeholders or need to check which tools are connected, see 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:

SourceKey capabilities
~~chatSearch messages, read channels and threads
~~emailSearch messages, read individual emails
~~cloud storageSearch files, fetch document contents
~~project trackerSearch tasks, typeahead search
~~CRMQuery records (accounts, contacts, opportunities)
~~knowledge baseSemantic 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:

  1. Do not retry immediately — respect the limit
  2. Continue with other sources — do not block the entire search
  3. 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].
  1. 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:

  1. Add the MCP server configuration to .mcp.json
  2. Authenticate if required
  3. The source will be included in subsequent searches automatically

Zeplik output presentation

Present the final deliverable as a single polished artifact: clear headings, tables where the content is tabular, fenced code where it is code. Lead with the deliverable itself; keep process commentary to a single short line. If the skill produced multiple files or sections, end with a compact list of them with one-line purposes.

How to use the Source & Citation Manager skill

  1. Sign in to Zeplik

    Create a free Zeplik account or sign in. New accounts start with free credits, so you can try the Source & Citation Manager skill right away.

  2. Describe your research task

    Ask in plain language, or type /source-management to invoke the skill directly. Zeplik recognizes the Source & Citation Manager skill and applies its method.

  3. Review and refine the result

    Zeplik returns a clear, structured answer. Ask follow-ups in the same chat to refine it or take the next step.

Source and credit

Author
Anthropic
License
Apache-2.0

Adapted from the open-source anthropics/knowledge-work-plugins project and tuned to run natively on Zeplik. View source on GitHub.

Frequently asked questions

What is the Source & Citation Manager skill?
Source & Citation Manager is a ready-to-run research skill on Zeplik. Use when managing which workplace sources (Slack, email, Drive, project tracker, CRM, wiki) are connected for enterprise search -- 'what sources can you search', 'connect Notion', 'why aren't you finding my email' -- detecting availability, guiding new connections, ordering source priority, handling rate limits. Ask in plain language and Zeplik applies the skill's method for you inside the conversation, on whichever AI model you prefer.
How do I use Source & Citation Manager on Zeplik?
Sign in to Zeplik and ask in plain language, or type /source-management in any chat to invoke it directly. The skill applies its method and returns a result you can refine in the same conversation.
Which AI model does the Source & Citation Manager skill use?
Any model you choose. Zeplik works across every model in one chat, so the Source & Citation Manager skill runs on your preferred model for the task.
Where does the Source & Citation Manager skill come from?
The Source & Citation Manager skill is adapted from the open-source anthropics/knowledge-work-plugins project (Apache-2.0) and tuned to run natively on Zeplik. The original source is linked on this page.
How much does the Source & Citation Manager skill cost?
Using the skill is free to start. You only spend Zeplik credits when the assistant runs, and new accounts begin with free credits.

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