TextMine Help Center

Workbench is an in-app AI workspace with a backend capability registry. Each capability has a purpose, expected inputs, outputs, approval rules, and sometimes an asynchronous wait step. Use this page to understand what Workbench can do. External agents should use TextMine MCP server or API and developer docs when they need direct API or MCP tool access.

Capability rules

Read capabilities can usually run without approval.
Mutating configuration or durable data requires approval.
Long-running actions have matching wait capabilities.
Workbench should inspect or search documents before acting on a vague source scope.
Saving files into Vault is different from using files as temporary Workbench context.

Document and Vault capabilities

Capability	What it does	Notes
`inspect_vault_documents`	Reads document metadata, IDs, Vault scope, and processing state.	Use early when a task depends on Vault documents.
`search_accessible_vault_documents`	Searches documents and extracted tags across accessible Vaults.	Resolves source scopes before asking Vault, creating reports, or running workflow-backed actions.
`ask_vault`	Answers using Vault documents, extracted tags, and optional uploaded reference text.	Read-only analysis, comparison, summarization, and evidence-backed answers.
`answer_reference_document`	Answers directly from uploaded reference text without requiring Vault processing.	Good for quick uploaded-file analysis.
`import_uploaded_documents`	Imports Workbench-uploaded files into a selected Vault.	Requires approval and uses the durable Vault document pipeline.
`reprocess_documents`	Queues selected Vault documents for reprocessing.	Requires approval; use after configuration or extraction changes.
`wait_for_document_processing`	Waits for document or tag processing to finish.	Used after custom tag runs, imports, or reprocessing.

Legislate and comparison capabilities

Capability	What it does	Notes
`read_legislate_documents`	Reads active Legislate/team documents.	Legislate is the validated team-document archive, not a Vault.
`compare_legislate_vault_documents`	Compares Legislate documents with Vault documents.	Use when the user asks about published documents versus Vault source documents.

MCP provider capabilities

Capability	What it does	Notes
`list_mcp_providers`	Lists enabled MCP providers for the Workbench session.	Shows connection status, Workbench enablement, and capabilities.
`list_mcp_folders`	Lists folders from a connected file-storage provider.	Requires a provider with folder listing capability.
`list_mcp_files`	Lists or searches files in a provider folder.	Use before selecting files for import.
`import_mcp_documents`	Imports selected provider files into the current Workbench chat.	Imports temporary Workbench context; saving to Vault is a separate approved step.

The provider import path is intentionally bounded: Workbench imports selected files, not entire provider repositories. The backend limits a single import batch to selected files and a total size cap.

Playbooks

Capability	What it does	Notes
`read_playbooks`	Lists or searches available playbooks.	Read-only inventory.
`create_playbook`	Creates a reusable playbook from source text or rules.	Requires approval.
`run_playbook`	Runs an existing playbook against selected Vault documents.	Asynchronous; use for reusable review logic.

Document types, tags, and extraction setup

Capability	What it does	Notes
`read_document_types`	Lists document types for a Vault or workspace.	Read-only inventory.
`create_document_type`	Creates a document type or adds default tag definitions.	Requires approval.
`delete_document_type`	Deletes a custom document type.	Requires approval.
`setup_image_transcription`	Creates or reuses an image type and default image tags.	Requires approval; used for embedded image transcription/classification.
`create_custom_tags`	Creates or reuses custom tags/questions.	Requires approval because it changes reusable extraction configuration. See Tags and extraction.
`run_custom_tags`	Runs tags/questions against selected documents or a Vault.	Requires approval; often followed by `wait_for_document_processing`.
`run_table_extraction`	Queues table or line-item extraction.	Asynchronous; followed by `wait_for_table_extraction`.
`run_entity_extraction`	Queues entity extraction/resolution.	Asynchronous; followed by `wait_for_entity_extraction`.
`read_vault_entity_graph`	Reads entities and relations from a Vault.	Read-only graph data.

Reports and templates

Capability	What it does	Notes
`create_report`	Creates a report, table, comparison, summary, or analysis over selected documents.	Asynchronous; should honor resolved source scope and carry document context into the report.
`wait_for_report_completion`	Waits for a report job to complete.	Reads status and result.
`fill_template`	Fills an uploaded Word, Excel, CSV, text, form, or spreadsheet template.	Uses uploaded template files and conversation context.
`synthesize_workbench_result`	Produces a partial answer from successful prior steps if a dependent analyzer failed.	Fallback for resilient task completion.

Workflows and agents

Capability	What it does	Notes
`read_workflows`	Lists available workflows.	Read-only inventory.
`create_workflow`	Creates a reusable workflow using the workflow block catalog.	Requires approval; should preserve the selected Vault or document scope and surface warnings before creation. See Workflow blocks.
`run_workflow`	Runs an existing workflow or one-off workflow-backed action.	Asynchronous; followed by `wait_for_workflow_completion`; should confirm scope before side-effecting runs.
`cleanup_one_off_workflow`	Soft-deletes a temporary one-off workflow after completion.	Host-inserted cleanup.
`read_agents`	Lists on-demand agents.	Read-only inventory.
`create_agent`	Creates an on-demand agent.	Requires approval.
`run_agent`	Runs an existing on-demand agent against selected documents.	Requires approval; followed by `wait_for_agent_completion`.

Records and schemas

Capability	What it does	Notes
`inspect_record_schemas`	Reads accessible record schemas.	Use before record mutation.
`lookup_records`	Reads or searches business records.	Read-only.
`upsert_record`	Creates or updates business records.	Requires approval.
`update_record_schema`	Creates or replaces record schemas.	Requires approval.

Workbench skills and task lifecycle

Capability	What it does	Notes
`read_workbench_skills`	Reads saved Workbench skills from task context.	Use when the user references recurring instructions or review style.
`apply_workbench_skill`	Applies saved skill guidance to planning and execution.	Guidance-only capability.
`verify_goal_completion`	Verifies that completed task steps satisfy the original goal.	Used near the end of a plan.
`save_workbench_artifact`	Saves a result, report, table, or structured output back to the session.	Final persistence step.
`ask_for_approval`	Pauses for user approval before a proposed action.	Reserved for host-created approval steps.

Safe-use guidance for agents

Agents should return the capability names they used, the IDs they touched, and any approvals they requested. For durable mutations, include enough context for audit: Vault IDs, document IDs, workflow IDs, run IDs, record IDs, report IDs, provider IDs, and imported file names.

Start here

Use Workbench

Manage documents and data

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Connect TextMine

Admin and updates

Workbench capabilities

Capability rules

Document and Vault capabilities

Legislate and comparison capabilities

MCP provider capabilities

Playbooks

Document types, tags, and extraction setup

Reports and templates

Workflows and agents

Records and schemas

Workbench skills and task lifecycle

Safe-use guidance for agents

​Capability rules

​Document and Vault capabilities

​Legislate and comparison capabilities

​MCP provider capabilities

​Playbooks

​Document types, tags, and extraction setup

​Reports and templates

​Workflows and agents

​Records and schemas

​Workbench skills and task lifecycle

​Safe-use guidance for agents

Capability rules

Document and Vault capabilities

Legislate and comparison capabilities

MCP provider capabilities

Playbooks

Document types, tags, and extraction setup

Reports and templates

Workflows and agents

Records and schemas

Workbench skills and task lifecycle

Safe-use guidance for agents