document360-mcp-create-article
ChatGPTCreate a new article in a specified category and project version. Supports Markdown or Advanced WYSIWYG (HTML) content. The content format must match contentType. This tool does not publish articles. All drafts must be reviewed and published manually through Document360 portal. Use Cases - Adding a new article - Creating content in a category whose ID is known (e.g. from get-categories) Important Notes - First, identify the project version by calling document360-mcp-get-project-versions. If multiple versions exist, ask the user which one to use - do not assume. If only one version is available, proceed with it. - Next, fetch categories for that selected version using document360-mcp-get-categories with the projectVersionId. - When creating the article, ensure you pass the same projectVersionId along with a valid categoryId from that version. - For category selection: if there is one clearly relevant category, use it directly. If multiple relevant categories are found, ask the user to choose before proceeding. - Requires title, content, categoryId, and projectVersionId. Call document360-mcp-get-categories and document360-mcp-get-project-versions to obtain valid IDs. - For updates to existing articles, use document360-mcp-update-article instead. - Content format must match contentType: write only Markdown when contentType is Markdown; write full HTML with proper tags when contentType is Advanced WYSIWYG.
document360-mcp-create-article
ChatGPTCreate a new article in a specified category and project version. Supports Markdown or Advanced WYSIWYG (HTML) content. The content format must match contentType. This tool does not publish articles. All drafts must be reviewed and published manually through Document360 portal. Use Cases - Adding a new article - Creating content in a category whose ID is known (e.g. from get-categories) Important Notes - First, identify the project version by calling document360-mcp-get-project-versions. If multiple versions exist, ask the user which one to use - do not assume. If only one version is available, proceed with it. - Next, fetch categories for that selected version using document360-mcp-get-categories with the projectVersionId. - When creating the article, ensure you pass the same projectVersionId along with a valid categoryId from that version. - For category selection: if there is one clearly relevant category, use it directly. If multiple relevant categories are found, ask the user to choose before proceeding. - Requires title, content, categoryId, and projectVersionId. Call document360-mcp-get-categories and document360-mcp-get-project-versions to obtain valid IDs. - For updates to existing articles, use document360-mcp-update-article instead. - Content format must match contentType: write only Markdown when contentType is Markdown; write full HTML with proper tags when contentType is Advanced WYSIWYG.
document360-mcp-create-category
ChatGPTCreate a new category in a specified project version. Can create a top-level category or a subcategory under a parent. Use Cases - Adding a new section or folder to the knowledge base - Creating a subcategory under an existing category (use parentCategoryId) Important Notes - First, identify the project version by calling document360-mcp-get-project-versions. If multiple versions exist, ask the user which one to use - do not assume. If only one version is available, proceed with it. - If creating a subcategory, fetch categories for that version using document360-mcp-get-categories with the projectVersionId to get a valid parentCategoryId. - For parent category selection: if there is one clearly relevant category, use it directly. If multiple relevant categories are found, ask the user to choose before proceeding. - Requires name and projectVersionId. - Omit parentCategoryId for a top-level category. - When categoryType = 1 (Page), the content parameter is required. For Markdown (contentType = 0), provide markdown text. For Advanced WYSIWYG (contentType = 2), provide HTML. - For updates to existing categories, use document360-mcp-update-category instead.
document360-mcp-create-category
ChatGPTCreate a new category in a specified project version. Can create a top-level category or a subcategory under a parent. Use Cases - Adding a new section or folder to the knowledge base - Creating a subcategory under an existing category (use parentCategoryId) Important Notes - First, identify the project version by calling document360-mcp-get-project-versions. If multiple versions exist, ask the user which one to use - do not assume. If only one version is available, proceed with it. - If creating a subcategory, fetch categories for that version using document360-mcp-get-categories with the projectVersionId to get a valid parentCategoryId. - For parent category selection: if there is one clearly relevant category, use it directly. If multiple relevant categories are found, ask the user to choose before proceeding. - Requires name and projectVersionId. - Omit parentCategoryId for a top-level category. - When categoryType = 1 (Page), the content parameter is required. For Markdown (contentType = 0), provide markdown text. For Advanced WYSIWYG (contentType = 2), provide HTML. - For updates to existing categories, use document360-mcp-update-category instead.
document360-mcp-get-article
ChatGPTRead an article using article ID or using an article URL. Returns article content and metadata. Use Cases - Reading full article content after finding an article via document360-mcp-search - Getting current content before updating: call get_article first, then update_article with the requested changes while retaining existing content Prerequisites - Requires either articleId or URL. Important Notes - Before updating an article, call get_article first to retain existing HTML/content and change only the required parts.
document360-mcp-get-article
ChatGPTRead an article using article ID or using an article URL. Returns article content and metadata. Use Cases - Reading full article content after finding an article via document360-mcp-search - Getting current content before updating: call get_article first, then update_article with the requested changes while retaining existing content Prerequisites - Requires either articleId or URL. Important Notes - Before updating an article, call get_article first to retain existing HTML/content and change only the required parts.
document360-mcp-get-categories
ChatGPTRetrieves a list of all categories for a project version, including child categories and articles. Returns the full category tree; results are filtered by the current user's access permissions. Use Cases - Finding category IDs when creating an article (document360-mcp-create-article requires categoryId) - Browsing the knowledge base structure for a version - Verifying if a category exists and getting its path before create or update operations Prerequisites - Requires projectVersionId. Call document360-mcp-get-project-versions to get valid project version IDs.
document360-mcp-get-categories
ChatGPTRetrieves a list of all categories for a project version, including child categories and articles. Returns the full category tree; results are filtered by the current user's access permissions. Use Cases - Finding category IDs when creating an article (document360-mcp-create-article requires categoryId) - Browsing the knowledge base structure for a version - Verifying if a category exists and getting its path before create or update operations Prerequisites - Requires projectVersionId. Call document360-mcp-get-project-versions to get valid project version IDs.
document360-mcp-get-category
ChatGPTGet a single category by ID, including its child categories, articles, and any category-level content. Access is validated against the current user's permissions. Use Cases - Fetching full details for one category (e.g. after listing with get-categories) - Verifying a categoryId before create-article or when moving an article - Reading category page content for Page or Index type categories
document360-mcp-get-category
ChatGPTGet a single category by ID, including its child categories, articles, and any category-level content. Access is validated against the current user's permissions. Use Cases - Fetching full details for one category (e.g. after listing with get-categories) - Verifying a categoryId before create-article or when moving an article - Reading category page content for Page or Index type categories
document360-mcp-get-project-versions
ChatGPTList all project versions for the Document360 project. Use Cases - Getting version IDs for document360-mcp-search (versionFilter), document360-mcp-get-categories, document360-mcp-create-article, or document360-mcp-create-category - Verifying a version exists before creating or updating content - Discovering which versions are available
document360-mcp-get-project-versions
ChatGPTList all project versions for the Document360 project. Use Cases - Getting version IDs for document360-mcp-search (versionFilter), document360-mcp-get-categories, document360-mcp-create-article, or document360-mcp-create-category - Verifying a version exists before creating or updating content - Discovering which versions are available
document360-mcp-get-workflow-assignees
ChatGPTList the users and groups that can be assigned to a document's workflow. Use Cases - Resolving valid assignee IDs before calling document360-mcp-set-workflow-status with assignees Prerequisites - Requires documentId and projectVersionId. Set documentType to 'article' or 'category'. Important Notes - Use assigneeId values from assignableUsers for the assigneeIds parameter of document360-mcp-set-workflow-status. - Use assigneeId values from assignableGroups for the assigneeGroupIds parameter of document360-mcp-set-workflow-status; a group assignment covers all its members.
document360-mcp-get-workflow-assignees
ChatGPTList the users and groups that can be assigned to a document's workflow. Use Cases - Resolving valid assignee IDs before calling document360-mcp-set-workflow-status with assignees Prerequisites - Requires documentId and projectVersionId. Set documentType to 'article' or 'category'. Important Notes - Use assigneeId values from assignableUsers for the assigneeIds parameter of document360-mcp-set-workflow-status. - Use assigneeId values from assignableGroups for the assigneeGroupIds parameter of document360-mcp-set-workflow-status; a group assignment covers all its members.
document360-mcp-get-workflow-statuses
ChatGPTList the workflow statuses configured for the Document360 project. Use Cases - Discovering valid workflow status IDs before calling document360-mcp-set-workflow-status - Understanding the review pipeline (draft -> custom statuses -> published) Important Notes - Use the returned status id as workflowStatusId when setting a document's workflow status. - System statuses (initial draft, published, unpublished) are flagged via isSystemStatus.
document360-mcp-get-workflow-statuses
ChatGPTList the workflow statuses configured for the Document360 project. Use Cases - Discovering valid workflow status IDs before calling document360-mcp-set-workflow-status - Understanding the review pipeline (draft -> custom statuses -> published) Important Notes - Use the returned status id as workflowStatusId when setting a document's workflow status. - System statuses (initial draft, published, unpublished) are flagged via isSystemStatus.
document360-mcp-publish-article
ChatGPTPublish an article - promotes its latest draft to the public/published version. Use Cases - Making a draft article live after creating or updating it Prerequisites - Requires articleId and projectVersionId. Use document360-mcp-search or document360-mcp-get-article to obtain the ID, and document360-mcp-get-project-versions for the version ID. Important Notes - Publishes the latest draft as-is; it does not modify content. Update the content first with document360-mcp-update-article if changes are needed. - An article in a read-only workflow status cannot be published, unless it is currently unpublished (re-publishing is always allowed). Check with document360-mcp-get-workflow-statuses and move it to an editable status with document360-mcp-set-workflow-status first.
document360-mcp-publish-article
ChatGPTPublish an article - promotes its latest draft to the public/published version. Use Cases - Making a draft article live after creating or updating it Prerequisites - Requires articleId and projectVersionId. Use document360-mcp-search or document360-mcp-get-article to obtain the ID, and document360-mcp-get-project-versions for the version ID. Important Notes - Publishes the latest draft as-is; it does not modify content. Update the content first with document360-mcp-update-article if changes are needed. - An article in a read-only workflow status cannot be published, unless it is currently unpublished (re-publishing is always allowed). Check with document360-mcp-get-workflow-statuses and move it to an editable status with document360-mcp-set-workflow-status first.
document360-mcp-publish-category
ChatGPTPublish a Page category - promotes its latest draft content to the published version. Use Cases - Making a Page category's content live after creating or updating it Prerequisites - Requires categoryId and projectVersionId. The category must be a Page category (one that carries its own content). Important Notes - Only Page categories can be published with this tool. Folder and Index categories are not supported. - Publishes the latest draft as-is; update the content first with document360-mcp-update-category-content if changes are needed. - A category page in a read-only workflow status cannot be published, unless it is currently unpublished (re-publishing is always allowed). Check with document360-mcp-get-workflow-statuses and move it to an editable status with document360-mcp-set-workflow-status first.
document360-mcp-publish-category
ChatGPTPublish a Page category - promotes its latest draft content to the published version. Use Cases - Making a Page category's content live after creating or updating it Prerequisites - Requires categoryId and projectVersionId. The category must be a Page category (one that carries its own content). Important Notes - Only Page categories can be published with this tool. Folder and Index categories are not supported. - Publishes the latest draft as-is; update the content first with document360-mcp-update-category-content if changes are needed. - A category page in a read-only workflow status cannot be published, unless it is currently unpublished (re-publishing is always allowed). Check with document360-mcp-get-workflow-statuses and move it to an editable status with document360-mcp-set-workflow-status first.
document360-mcp-search
ChatGPTPerforms a semantic search to retrieve relevant article content for a query. Returns article content with metadata and content chunks. Use Cases - Content-based discovery: find articles and content chunks by meaning and context - Getting article IDs for use with document360-mcp-get-article or document360-mcp-update-article - Finding content that is conceptually related to the search query - To update an article: call search to find it, then get_article to read it, then update_article with the requested changes Important Notes - If versionFilter is not provided, search runs across all available project versions. - Use document360-mcp-get-project-versions to get valid version IDs for versionFilter.
document360-mcp-search
ChatGPTPerforms a semantic search to retrieve relevant article content for a query. Returns article content with metadata and content chunks. Use Cases - Content-based discovery: find articles and content chunks by meaning and context - Getting article IDs for use with document360-mcp-get-article or document360-mcp-update-article - Finding content that is conceptually related to the search query - To update an article: call search to find it, then get_article to read it, then update_article with the requested changes Important Notes - If versionFilter is not provided, search runs across all available project versions. - Use document360-mcp-get-project-versions to get valid version IDs for versionFilter.
document360-mcp-set-workflow-status
ChatGPTSet the workflow status of an article or a Page category, with optional due date, comment, and assignees. Use Cases - Moving a document through the review workflow (e.g. Draft -> In Review) - Assigning a workflow step to specific users with a due date Prerequisites - Requires documentId, documentType ('article' or 'category'), projectVersionId, and workflowStatusId. - Get a valid workflowStatusId from document360-mcp-get-workflow-statuses. - Get valid assigneeIds (users) and assigneeGroupIds (user groups) from document360-mcp-get-workflow-assignees. Important Notes - For categories, only Page categories support workflow status. Folder and Index categories are not supported. - The target status cannot be the published or unpublished system status. - Both individual users (assigneeIds) and user groups (assigneeGroupIds) can be assigned; a group assignment covers all its members. - When both assigneeIds and assigneeGroupIds are omitted: if the document already has assignees for the target status they are kept; otherwise the status's configured default assignees (from Workflow Designer) are applied automatically. Pass empty lists ([]) to force the document to be unassigned. - dueDate must be an ISO-8601 date (e.g. '2026-06-30') and not in the past.
document360-mcp-set-workflow-status
ChatGPTSet the workflow status of an article or a Page category, with optional due date, comment, and assignees. Use Cases - Moving a document through the review workflow (e.g. Draft -> In Review) - Assigning a workflow step to specific users with a due date Prerequisites - Requires documentId, documentType ('article' or 'category'), projectVersionId, and workflowStatusId. - Get a valid workflowStatusId from document360-mcp-get-workflow-statuses. - Get valid assigneeIds (users) and assigneeGroupIds (user groups) from document360-mcp-get-workflow-assignees. Important Notes - For categories, only Page categories support workflow status. Folder and Index categories are not supported. - The target status cannot be the published or unpublished system status. - Both individual users (assigneeIds) and user groups (assigneeGroupIds) can be assigned; a group assignment covers all its members. - When both assigneeIds and assigneeGroupIds are omitted: if the document already has assignees for the target status they are kept; otherwise the status's configured default assignees (from Workflow Designer) are applied automatically. Pass empty lists ([]) to force the document to be unassigned. - dueDate must be an ISO-8601 date (e.g. '2026-06-30') and not in the past.
document360-mcp-unpublish-article
ChatGPTUnpublish an article - reverts the currently published version back to draft and removes it from the live knowledge base site. Use Cases - Taking a published article offline because it is outdated or needs rework Prerequisites - Requires articleId and projectVersionId. Use document360-mcp-search or document360-mcp-get-article to obtain the ID, and document360-mcp-get-project-versions for the version ID. Important Notes - Only a published article can be unpublished. A draft article cannot be unpublished. - An article that has newer draft changes in a later version cannot be unpublished while those draft changes are pending; publish or discard the draft first. - The content is retained; the article is simply no longer visible on the live site until it is published again with document360-mcp-publish-article. - An optional unpublishMessage may be provided (maximum 160 characters). - Unpublishing also moves the article to the project's unpublish workflow status, even when its current workflow status is read-only.
document360-mcp-unpublish-article
ChatGPTUnpublish an article - reverts the currently published version back to draft and removes it from the live knowledge base site. Use Cases - Taking a published article offline because it is outdated or needs rework Prerequisites - Requires articleId and projectVersionId. Use document360-mcp-search or document360-mcp-get-article to obtain the ID, and document360-mcp-get-project-versions for the version ID. Important Notes - Only a published article can be unpublished. A draft article cannot be unpublished. - An article that has newer draft changes in a later version cannot be unpublished while those draft changes are pending; publish or discard the draft first. - The content is retained; the article is simply no longer visible on the live site until it is published again with document360-mcp-publish-article. - An optional unpublishMessage may be provided (maximum 160 characters). - Unpublishing also moves the article to the project's unpublish workflow status, even when its current workflow status is read-only.
document360-mcp-unpublish-category
ChatGPTUnpublish a Page category - reverts its currently published content back to draft and removes it from the live knowledge base site. Use Cases - Taking a published Page category offline because its content is outdated or needs rework Prerequisites - Requires categoryId and projectVersionId. The category must be a Page category (one that carries its own content). Important Notes - Only Page categories can be unpublished with this tool. Folder and Index categories are not supported. - Only a published Page category can be unpublished. A draft category cannot be unpublished. - A category that has newer draft changes in a later version cannot be unpublished while those draft changes are pending; publish or discard the draft first. - The content is retained; the category is simply no longer visible on the live site until it is published again with document360-mcp-publish-category. - An optional unpublishMessage may be provided (maximum 160 characters). - Unpublishing also moves the category page to the project's unpublish workflow status, even when its current workflow status is read-only.
document360-mcp-unpublish-category
ChatGPTUnpublish a Page category - reverts its currently published content back to draft and removes it from the live knowledge base site. Use Cases - Taking a published Page category offline because its content is outdated or needs rework Prerequisites - Requires categoryId and projectVersionId. The category must be a Page category (one that carries its own content). Important Notes - Only Page categories can be unpublished with this tool. Folder and Index categories are not supported. - Only a published Page category can be unpublished. A draft category cannot be unpublished. - A category that has newer draft changes in a later version cannot be unpublished while those draft changes are pending; publish or discard the draft first. - The content is retained; the category is simply no longer visible on the live site until it is published again with document360-mcp-publish-category. - An optional unpublishMessage may be provided (maximum 160 characters). - Unpublishing also moves the category page to the project's unpublish workflow status, even when its current workflow status is read-only.
document360-mcp-update-article
ChatGPTUpdate an existing article's title, content, category, visibility, or position. Call document360-mcp-get-article first, retain all existing content and formatting, and update only the part specified in the request. Content Handling Whether the article is Markdown or HTML: do not change any existing information or formatting unless explicitly requested. Update only the section or fields specified in the request; keep all other content and formatting intact. Use Cases - Editing article content after finding the article via document360-mcp-search and reading it with get_article Prerequisites - Requires articleId and projectVersionId. - Call get_article first. Retain existing content and formatting; update only the section or fields specified in the request. Important Notes - Do not change existing Markdown/HTML structure, styling, or other information unless that change is requested. - Do not alter variables or snippets. - Keep existing information intact; only update the specific part requested. - An article in a read-only workflow status cannot be updated. Check with document360-mcp-get-workflow-statuses and move it to an editable status with document360-mcp-set-workflow-status first.
document360-mcp-update-article
ChatGPTUpdate an existing article's title, content, category, visibility, or position. Call document360-mcp-get-article first, retain all existing content and formatting, and update only the part specified in the request. Content Handling Whether the article is Markdown or HTML: do not change any existing information or formatting unless explicitly requested. Update only the section or fields specified in the request; keep all other content and formatting intact. Use Cases - Editing article content after finding the article via document360-mcp-search and reading it with get_article Prerequisites - Requires articleId and projectVersionId. - Call get_article first. Retain existing content and formatting; update only the section or fields specified in the request. Important Notes - Do not change existing Markdown/HTML structure, styling, or other information unless that change is requested. - Do not alter variables or snippets. - Keep existing information intact; only update the specific part requested. - An article in a read-only workflow status cannot be updated. Check with document360-mcp-get-workflow-statuses and move it to an editable status with document360-mcp-set-workflow-status first.
document360-mcp-update-category
ChatGPTUpdate a category's name, position, parent, or visibility. Does not update category page content; use document360-mcp-update-category-content for that. Use Cases - Renaming a category - Moving a category under a different parent (parentCategoryId) - Changing order or visibility (hidden) Prerequisites - categoryId and projectVersionId are required. Important Notes - For updating the content of a Page or Index category, use document360-mcp-update-category-content instead.
document360-mcp-update-category
ChatGPTUpdate a category's name, position, parent, or visibility. Does not update category page content; use document360-mcp-update-category-content for that. Use Cases - Renaming a category - Moving a category under a different parent (parentCategoryId) - Changing order or visibility (hidden) Prerequisites - categoryId and projectVersionId are required. Important Notes - For updating the content of a Page or Index category, use document360-mcp-update-category-content instead.
document360-mcp-update-category-content
ChatGPTUpdate a category's page content and title. Only applicable to categories of type Page or Index. Important Notes - A category page in a read-only workflow status cannot be updated. Check with document360-mcp-get-workflow-statuses and move it to an editable status with document360-mcp-set-workflow-status first.
document360-mcp-update-category-content
ChatGPTUpdate a category's page content and title. Only applicable to categories of type Page or Index. Important Notes - A category page in a read-only workflow status cannot be updated. Check with document360-mcp-get-workflow-statuses and move it to an editable status with document360-mcp-set-workflow-status first.
