> **This page is generated from the live systemHUB MCP schemas.** A hand-written reference drifts, and a client's AI flails when the docs say X and the tool does Y. This reference is regenerated from the schema snapshot on every deploy so it cannot lie. Guides and examples are hand-written; this reference is not.
>
> Because it mirrors the schema faithfully, it also reproduces the schema's known inaccuracies until they're fixed upstream. Where this page conflicts with the concepts pages, **the concepts pages win** — currently one known case: the schema describes `description` as "plain-text", but the field holds rich text (it's the Overview, same editor rules as the body — see [Authoring content](concepts/authoring-content)). A schema fix is logged.

Documents are addressed by **UUID**. States are integers — see [Document lifecycle](concepts/document-lifecycle) (`0` GREY draft · `1` ORANGE needs-review · `2` RED overdue · `3` GREEN approved · `4` PURPLE archived). Node/item `type`: `1` = FOLDER, `2` = DOCUMENT.

## Discovery & navigation

### `get_folder_tree`

Returns the hierarchical folder and document tree for the Systems section of SystemHub. Each node includes its ID, title, type (1=FOLDER, 2=DOCUMENT), document state, owner full name, ownerId for filtering, optional secondary owner full name, publication status, isMasterTemplate, isRootMasterTemplate, and nested children. Optionally scope the result to a specific subtree by providing a parent folder UUID. Filter by type to get only folders or only documents. Filter by role to see items assigned to a specific role. Use this tool first to understand the organizational structure before navigating to specific documents. Use ownerId for programmatic owner-based filtering. Results include both operational content (company-owned) and master templates (read-only reference content from the master workspace). Each node/item has isMasterTemplate; tree nodes also have isRootMasterTemplate. When the user asks about their own content, filter to isMasterTemplate=false. Do not edit, delete, move, or publish master templates. get_*_details on master template documents returns 404 — content lives in the master workspace only. Templates appear in trees for browsing.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `parent` | string (uuid) | No | UUID of parent folder or "root" to scope the subtree |
| `type` | integer | No | Filter by type: 1=FOLDER, 2=DOCUMENT |
| `role` | string (uuid) | No | Filter by role UUID to show only items assigned to that role |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `tree` | array of object | Contains: `id`, `title`, `type`, `state`, `parent`, `ownerId`, `owner`, `secondaryOwnerId`, `secondaryOwner`, `published`, `isMasterTemplate`, `isRootMasterTemplate`… |

### `get_policy_tree`

Returns the hierarchical folder and document tree for the Policies section of SystemHub. Each node includes its ID, title, type (1=FOLDER, 2=DOCUMENT), document state, owner full name, ownerId for filtering, optional secondary owner full name, publication status, isMasterTemplate, isRootMasterTemplate, and nested children. Optionally scope the result to a specific subtree by providing a parent folder UUID. Filter by type to get only folders or only documents. Filter by role to see items assigned to a specific role. Use ownerId for programmatic owner-based filtering. Results include both operational content (company-owned) and master templates (read-only reference content from the master workspace). Each node/item has isMasterTemplate; tree nodes also have isRootMasterTemplate. When the user asks about their own content, filter to isMasterTemplate=false. Do not edit, delete, move, or publish master templates. get_*_details on master template documents returns 404 — content lives in the master workspace only. Templates appear in trees for browsing.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `parent` | string (uuid) | No | UUID of parent folder or "root" to scope the subtree |
| `type` | integer | No | Filter by type: 1=FOLDER, 2=DOCUMENT |
| `role` | string (uuid) | No | Filter by role UUID to show only items assigned to that role |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `tree` | array of object | Contains: `id`, `title`, `type`, `state`, `parent`, `ownerId`, `owner`, `secondaryOwnerId`, `secondaryOwner`, `published`, `isMasterTemplate`, `isRootMasterTemplate`… |

### `get_training_tree`

Returns the hierarchical folder and training document tree for the Training section of SystemHub. Each node includes its ID, title, type (1=FOLDER, 2=DOCUMENT), document state, owner full name, ownerId for filtering, optional secondary owner full name, publication status, isMasterTemplate, isRootMasterTemplate, and nested children. Optionally scope the result to a specific subtree by providing a parent folder UUID. Filter by type to get only folders or only trainings. Filter by role to see items assigned to a specific role. Use this tool first to understand the organizational structure before navigating to specific trainings. Use ownerId for programmatic owner-based filtering. Results include both operational content (company-owned) and master templates (read-only reference content from the master workspace). Each node/item has isMasterTemplate; tree nodes also have isRootMasterTemplate. When the user asks about their own content, filter to isMasterTemplate=false. Do not edit, delete, move, or publish master templates. get_*_details on master template documents returns 404 — content lives in the master workspace only. Templates appear in trees for browsing.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `parent` | string (uuid) | No | UUID of parent folder or "root" to scope the subtree |
| `type` | integer | No | Filter by type: 1=FOLDER, 2=DOCUMENT |
| `role` | string (uuid) | No | Filter by role UUID to show only items assigned to that role |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `tree` | array of object | Contains: `id`, `title`, `type`, `state`, `parent`, `ownerId`, `owner`, `secondaryOwnerId`, `secondaryOwner`, `published`, `isMasterTemplate`, `isRootMasterTemplate`… |

### `search_by_name`

Searches for system documents and folders by title using case-insensitive partial matching. Returns a paginated list of matching items with their ID, title, type (1=FOLDER, 2=DOCUMENT), document state, discriminator, owner full name, ownerId, optional secondary owner full name, shareLink (public web URL or null), document content, tags, templates (numbered, with title/subject/details), Videos & Media (numbered media links with title and videoLink), attachments (folder/file tree with download URLs), comments (discussion threads with nested replies), and isMasterTemplate. Use the 'page' and 'limit' parameters to control pagination. This is useful for finding specific documents when you don't know their UUID or location in the folder tree. Use ownerId for programmatic owner-based filtering. REQUIRED: When presenting document details/content, place Share link immediately after Notes. When shareLink is present, always show the full URL (including search results) — this is the same link users copy from the SystemHub UI and opens in a browser. Never hide an existing share link. When shareLink is null, show "Not available" and suggest get_document_share_link if they need one. Results include both operational content (company-owned) and master templates (read-only reference content from the master workspace). Each node/item has isMasterTemplate; tree nodes also have isRootMasterTemplate. When the user asks about their own content, filter to isMasterTemplate=false. Do not edit, delete, move, or publish master templates. get_*_details on master template documents returns 404 — content lives in the master workspace only. Templates appear in trees for browsing.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `query` | string | Yes | Search string to match against document/folder titles |
| `page` | integer | No | Page number (default 1) |
| `limit` | integer | No | Results per page (default 20, max 100) |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `items` | array of object | Contains: `id`, `title`, `type`, `state`, `discriminator`, `parent`, `ownerId`, `owner`, `secondaryOwnerId`, `secondaryOwner`, `createdAt`, `reviewDate`… |

### `search_policy`

Searches for policy documents and folders by title using case-insensitive partial matching. Returns a paginated list of matching items with their ID, title, type (1=FOLDER, 2=DOCUMENT), document state, discriminator, owner full name, ownerId, optional secondary owner full name, shareLink (public web URL or null), document content, tags, templates (numbered, with title/subject/details), Videos & Media (numbered media links with title and videoLink), attachments (folder/file tree with download URLs), comments (discussion threads with nested replies), and isMasterTemplate. Use the 'page' and 'limit' parameters to control pagination. Use ownerId for programmatic owner-based filtering. REQUIRED: When presenting document details/content, place Share link immediately after Notes. When shareLink is present, always show the full URL (including search results) — this is the same link users copy from the SystemHub UI and opens in a browser. Never hide an existing share link. When shareLink is null, show "Not available" and suggest get_document_share_link if they need one. Results include both operational content (company-owned) and master templates (read-only reference content from the master workspace). Each node/item has isMasterTemplate; tree nodes also have isRootMasterTemplate. When the user asks about their own content, filter to isMasterTemplate=false. Do not edit, delete, move, or publish master templates. get_*_details on master template documents returns 404 — content lives in the master workspace only. Templates appear in trees for browsing.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `query` | string | Yes | Search string to match against document/folder titles |
| `page` | integer | No | Page number (default 1) |
| `limit` | integer | No | Results per page (default 20, max 100) |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `items` | array of object | Contains: `id`, `title`, `type`, `state`, `discriminator`, `parent`, `ownerId`, `owner`, `secondaryOwnerId`, `secondaryOwner`, `createdAt`, `reviewDate`… |

### `search_training`

Searches for training documents and folders by title using case-insensitive partial matching. Returns a paginated list of matching items with their ID, title, type (1=FOLDER, 2=DOCUMENT), document state, discriminator, owner full name, ownerId, optional secondary owner full name, shareLink (public web URL or null), document content, tags, templates (numbered, with title/subject/details), Videos & Media (numbered media links with title and videoLink), attachments (folder/file tree with download URLs), comments (discussion threads with nested replies), learning tracks (numbered curriculum steps for training documents), and isMasterTemplate. Use the 'page' and 'limit' parameters to control pagination. Use ownerId for programmatic owner-based filtering. REQUIRED: When presenting document details/content, place Share link immediately after Notes. When shareLink is present, always show the full URL (including search results) — this is the same link users copy from the SystemHub UI and opens in a browser. Never hide an existing share link. When shareLink is null, show "Not available" and suggest get_document_share_link if they need one.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `query` | string | Yes | Search string to match against training document/folder titles |
| `page` | integer | No | Page number (default 1) |
| `limit` | integer | No | Results per page (default 20, max 100) |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `items` | array of object | Contains: `id`, `title`, `type`, `state`, `discriminator`, `parent`, `ownerId`, `owner`, `secondaryOwnerId`, `secondaryOwner`, `createdAt`, `reviewDate`… |

### `list_documents_by_owner`

Returns a flat, paginated list of SystemHub documents (systems + policies + trainings) filtered by primary owner, secondary owner, and/or role — in one call, without per-document detail requests. Each item includes id, title, type (1=FOLDER, 2=DOCUMENT), state, section (discriminator), folder path (materializedPath), and owner metadata. Use owner or secondaryOwner as a user UUID or full name. Use ownership=either (default) to find documents where someone is primary OR distinct secondary owner — e.g. "list everything owned by [person UUID]". Use roleId to filter by assigned role. Omit section to search all three areas at once. Set fetchAll=true to retrieve every matching document across pages (up to 5000). Use ownerId for programmatic owner-based filtering.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `owner` | string | No | Primary owner UUID or full name (e.g. "Jane Smith"). Required unless secondaryOwner or roleId is set. |
| `secondaryOwner` | string | No | Secondary owner UUID or full name. When set alone, returns documents with this distinct secondary owner. |
| `roleId` | string (uuid) | No | Role UUID. Returns documents assigned to this role. |
| `ownership` | enum: `primary` · `secondary` · `either` | No | How to match owner when owner is set: primary (owner_id only), secondary (distinct secondary owner only), either (primary OR distinct secondary). Default: either. |
| `section` | enum: `system` · `policy` · `training` | No | Limit to one section. Omit to search systems, policies, and trainings together. |
| `type` | integer | No | Item type: 1=FOLDER, 2=DOCUMENT. Default 2 (documents only). |
| `page` | integer | No | Page number (default 1) |
| `limit` | integer | No | Results per page (default 100, max 500). Use fetchAll to retrieve every matching document. |
| `fetchAll` | boolean | No | When true, automatically fetches all pages (up to 5000 documents) so you get every match in one response. |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `items` | array of object | Contains: `id`, `title`, `type`, `state`, `discriminator`, `materializedPath`, `parent`, `ownerId`, `owner`, `secondaryOwnerId`, `secondaryOwner` |
| `page` | integer |  |
| `limit` | integer |  |
| `hasMore` | boolean | True when more pages are available — increase page or set fetchAll. |

## Reading documents

### `get_system_details`

Retrieves the full details of a system document by UUID, including its title, document state (0=GREY/draft, 1=ORANGE/needs-review, 2=RED/overdue, 3=GREEN/approved, 4=PURPLE/archived), HTML content, description, internal notes, tags, templates (numbered, with title/subject/details), Videos & Media (numbered media links with title and videoLink), attachments (folder/file tree with download URLs), comments (discussion threads with author, text, and nested replies), owner full name, ownerId, optional secondary owner full name, review date, isMasterTemplate, shareLink (public web URL or null), and publication status. Use this after finding a document via search_by_name or get_folder_tree to read its content. Check isMasterTemplate from tree/search before calling — master template documents return 404 here. CRITICAL: If shareLink is a non-null URL, you MUST display it in a Share link section whenever you present document details or content — never omit an existing share link.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `id` | string (uuid) | Yes | UUID of the system document |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `id` | string (uuid) | Unique identifier of the system document |
| `title` | string | Display name of the system document |
| `type` | number | Item type: 1=FOLDER, 2=DOCUMENT |
| `state` | number | Document state: 0=GREY/draft, 1=ORANGE/needs-review, 2=RED/overdue, 3=GREEN/approved, 4=PURPLE/archived |
| `discriminator` | string | Item category: System, Policy, or Training |
| `parent` | string (uuid) or null | UUID of the parent folder, or null for root items |
| `ownerId` | string (uuid) or null | UUID of the primary owner — use for owner-based filtering |
| `owner` | string or null | Full name of the primary owner |
| `secondaryOwnerId` | string (uuid) | UUID of the secondary owner — omitted when not set |
| `secondaryOwner` | string | Full name of the secondary owner — omitted when not set |
| `createdAt` | string | ISO timestamp of when the document was created |
| `reviewDate` | string or null | ISO timestamp of the next scheduled review, or null if not set |
| `isMasterTemplate` | boolean | True if this item is a read-only master template from the master workspace, not company-owned operational content. When the user asks about their own content, filter to isMasterTemplate=false. |
| `shareLink` | string (uri) or null | Public share URL matching the SystemHub UI (e.g. https://{company}.systemhub.com/systems/{id}/{shareCode}). Always surface this to the user when non-null. Null when no share code exists, the item is a folder, or the user lacks SHARE permission. |
| `document` | object or null | Document content details, or null for folders |
| `tags` | array of object | Tags associated with this system document Contains: `id`, `title`, `createdAt` |
| `templates` | array of object | Numbered document templates (title, subject, details) attached to this system document Contains: `number`, `title`, `subject`, `details` |
| `videosAndMedia` | array of object | Videos & Media — numbered media links (title, videoLink) on this system document Contains: `number`, `id`, `title`, `videoLink` |
| `attachments` | array of object | Attachments — tree of folders and files on this document. Files include downloadUrl for downloading the attached file. Contains: `id`, `title`, `type`, `downloadUrl`, `children` |
| `comments` | array of object | Comments — discussion threads on this system document, each with nested replies Contains: `id`, `createdAt`, `author`, `text`, `quote`, `topicType`, `replies` |

### `get_policy_details`

Retrieves the full details of a policy document by UUID, including its title, document state (0=GREY/draft, 1=ORANGE/needs-review, 2=RED/overdue, 3=GREEN/approved, 4=PURPLE/archived), HTML content, description, internal notes, tags, templates (numbered, with title/subject/details), Videos & Media (numbered media links with title and videoLink), attachments (folder/file tree with download URLs), comments (discussion threads with author, text, and nested replies), owner full name, ownerId, optional secondary owner full name, review date, isMasterTemplate, shareLink (public web URL or null). Check isMasterTemplate from tree/search before calling — master template documents return 404 here. CRITICAL: If shareLink is a non-null URL, you MUST display it in a Share link section whenever you present document details or content — never omit an existing share link.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `id` | string (uuid) | Yes | UUID of the policy document |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `id` | string (uuid) | Unique identifier of the policy document |
| `title` | string | Display name of the policy document |
| `type` | number | Item type: 1=FOLDER, 2=DOCUMENT |
| `state` | number | Document state: 0=GREY/draft, 1=ORANGE/needs-review, 2=RED/overdue, 3=GREEN/approved, 4=PURPLE/archived |
| `discriminator` | string | Item category: System, Policy, or Training |
| `parent` | string (uuid) or null | UUID of the parent folder, or null for root items |
| `ownerId` | string (uuid) or null | UUID of the primary owner — use for owner-based filtering |
| `owner` | string or null | Full name of the primary owner |
| `secondaryOwnerId` | string (uuid) | UUID of the secondary owner — omitted when not set |
| `secondaryOwner` | string | Full name of the secondary owner — omitted when not set |
| `createdAt` | string | ISO timestamp of when the document was created |
| `reviewDate` | string or null | ISO timestamp of the next scheduled review, or null if not set |
| `isMasterTemplate` | boolean | True if this item is a read-only master template from the master workspace, not company-owned operational content. When the user asks about their own content, filter to isMasterTemplate=false. |
| `shareLink` | string (uri) or null | Public share URL matching the SystemHub UI (e.g. https://{company}.systemhub.com/systems/{id}/{shareCode}). Always surface this to the user when non-null. Null when no share code exists, the item is a folder, or the user lacks SHARE permission. |
| `document` | object or null | Document content details, or null for folders |
| `tags` | array of object | Tags associated with this policy document Contains: `id`, `title`, `createdAt` |
| `templates` | array of object | Numbered document templates (title, subject, details) attached to this policy document Contains: `number`, `title`, `subject`, `details` |
| `videosAndMedia` | array of object | Videos & Media — numbered media links (title, videoLink) on this policy document Contains: `number`, `id`, `title`, `videoLink` |
| `attachments` | array of object | Attachments — tree of folders and files on this document. Files include downloadUrl for downloading the attached file. Contains: `id`, `title`, `type`, `downloadUrl`, `children` |
| `comments` | array of object | Comments — discussion threads on this policy document, each with nested replies Contains: `id`, `createdAt`, `author`, `text`, `quote`, `topicType`, `replies` |

### `get_training_details`

Retrieves the full details of a training document by UUID, including its title, document state (0=GREY/draft, 1=ORANGE/needs-review, 2=RED/overdue, 3=GREEN/approved, 4=PURPLE/archived), HTML content, description, internal notes, tags, templates (numbered, with title/subject/details), Videos & Media (numbered media links with title and videoLink), attachments (folder/file tree with download URLs), comments (discussion threads with author, text, and nested replies), learning tracks (numbered curriculum steps with linked document UUIDs), owner full name, ownerId, optional secondary owner full name, review date, isMasterTemplate, shareLink (public web URL or null), and whether it has learning tracks. Use this after finding a training via search_training or get_training_tree to read its content. Check isMasterTemplate from tree/search before calling — master template documents return 404 here. CRITICAL: If shareLink is a non-null URL, you MUST display it in a Share link section whenever you present document details or content — never omit an existing share link.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `id` | string (uuid) | Yes | UUID of the training document |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `id` | string (uuid) | Unique identifier of the training document |
| `title` | string | Display name of the training document |
| `type` | number | Item type: 1=FOLDER, 2=DOCUMENT |
| `state` | number | Document state: 0=GREY/draft, 1=ORANGE/needs-review, 2=RED/overdue, 3=GREEN/approved, 4=PURPLE/archived |
| `discriminator` | string | Item category: System, Policy, or Training |
| `parent` | string (uuid) or null | UUID of the parent folder, or null for root items |
| `ownerId` | string (uuid) or null | UUID of the primary owner — use for owner-based filtering |
| `owner` | string or null | Full name of the primary owner |
| `secondaryOwnerId` | string (uuid) | UUID of the secondary owner — omitted when not set |
| `secondaryOwner` | string | Full name of the secondary owner — omitted when not set |
| `createdAt` | string | ISO timestamp of when the training was created |
| `reviewDate` | string or null | ISO timestamp of the next scheduled review, or null if not set |
| `isLearningTrack` | boolean | Whether this training document has learning track curriculum steps |
| `hasLearningTracks` | boolean | Whether this training document has at least one learning track step |
| `isMasterTemplate` | boolean | True if this item is a read-only master template from the master workspace, not company-owned operational content. When the user asks about their own content, filter to isMasterTemplate=false. |
| `shareLink` | string (uri) or null | Public share URL matching the SystemHub UI (e.g. https://{company}.systemhub.com/systems/{id}/{shareCode}). Always surface this to the user when non-null. Null when no share code exists, the item is a folder, or the user lacks SHARE permission. |
| `document` | object or null | Document content details, or null for folders |
| `tags` | array of object | Tags associated with this training document Contains: `id`, `title`, `createdAt` |
| `templates` | array of object | Numbered document templates (title, subject, details) attached to this training document Contains: `number`, `title`, `subject`, `details` |
| `videosAndMedia` | array of object | Videos & Media — numbered media links (title, videoLink) on this training document Contains: `number`, `id`, `title`, `videoLink` |
| `attachments` | array of object | Attachments — tree of folders and files on this document. Files include downloadUrl for downloading the attached file. Contains: `id`, `title`, `type`, `downloadUrl`, `children` |
| `comments` | array of object | Comments — discussion threads on this training document, each with nested replies Contains: `id`, `createdAt`, `author`, `text`, `quote`, `topicType`, `replies` |
| `learningTracks` | array of object | Learning track curriculum steps for this training document, ordered by sortOrder Contains: `number`, `id`, `baseItem`, `title`, `estimatedTime`, `discriminator`, `sortOrder`, `createdAt` |

## Access, agreement & progress

### `get_document_members_and_roles`

Retrieves assigned members and roles for a system, policy, or training document. Returns roles assigned to the document plus each member's name, email, role title(s), and access type (direct assignment, role-based, or both). Use after finding the document UUID via search_by_name, search_policy, or search_training. Respects the authenticated user's visibility scope. Set fetchAll=true (default) for a complete access audit.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `documentId` | string (uuid) | Yes | UUID of the system, policy, or training document. Find it via search_by_name, search_policy, search_training, or get_*_details. |
| `topicType` | enum: `system` · `policy` · `training` | Yes | Document section: "system" for procedures, "policy" for compliance documents, "training" for learning modules. |
| `search` | string | No | Optional filter — partial match on member first name, last name, or email |
| `page` | integer | No | Page number when not using fetchAll (default 1) |
| `limit` | integer | No | Results per page when not using fetchAll (default 100, max 500) |
| `fetchAll` | boolean | No | When true (default), fetches all assigned roles and members across pages (up to 5000 users) for a complete access audit. |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `documentId` | string (uuid) | UUID of the document queried |
| `topicType` | enum: `system` · `policy` · `training` | Document section that was queried |
| `summary` | object | Contains: `assignedRoleCount`, `directMemberCount`, `roleMemberCount`, `totalUniqueMembers` |
| `assignedRoles` | array of object | Roles currently assigned to this document Contains: `roleId`, `roleTitle`, `description`, `membersAmount` |
| `members` | array of object | All members with access, deduplicated by user Contains: `userId`, `userName`, `firstName`, `lastName`, `email`, `userRole`, `accessType`, `roles` |

### `get_document_agreement_status`

Retrieves sign-off / agreement status for a system, policy, or training document. Returns who has signed off (with timestamp) and who is still pending acknowledgement among users assigned to the document. Use after finding the document UUID via search_by_name, search_policy, or search_training. Respects the authenticated user's visibility scope on the item API. Set fetchAll=true (default) for a complete audit list.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `documentId` | string (uuid) | Yes | UUID of the system, policy, or training document. Find it via search_by_name, search_policy, search_training, or get_*_details. |
| `topicType` | enum: `system` · `policy` · `training` | Yes | Document section: "system" for procedures, "policy" for compliance documents, "training" for learning modules. |
| `firstName` | string | No | Optional filter — partial match on user first or last name |
| `lastName` | string | No | Optional filter — partial match on user first or last name |
| `page` | integer | No | Page number when not using fetchAll (default 1) |
| `limit` | integer | No | Results per page when not using fetchAll (default 100, max 500) |
| `fetchAll` | boolean | No | When true (default), automatically fetches every assigned user across pages (up to 5000) so signed-off and pending lists are complete. |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `documentId` | string (uuid) | UUID of the document queried |
| `topicType` | enum: `system` · `policy` · `training` | Document section that was queried |
| `summary` | object | High-level compliance counts Contains: `totalAssigned`, `signedOffCount`, `pendingCount` |
| `signedOffUsers` | array of object | Users who have confirmed agreement, with sign-off timestamp Contains: `userId`, `firstName`, `lastName`, `email`, `fullName`, `signedOffAt`, `agreementLogId` |
| `pendingUsers` | array of object | Users assigned to the document who have not yet signed off Contains: `userId`, `firstName`, `lastName`, `email`, `fullName` |
| `hasMore` | boolean | True when pagination was used and more pages may exist — increase page or set fetchAll=true |

### `get_document_training_progress`

Retrieves learning completion progress for a training document. Returns each assigned user's percentage complete (based on learning track sign-offs), status (complete, in progress, or not started), and last update time. Use after finding the training UUID via search_training or get_training_details. Respects the authenticated user's visibility scope. Set fetchAll=true (default) for a complete audit list.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `documentId` | string (uuid) | Yes | UUID of the training document. Find it via search_training or get_training_details — training progress only applies to training documents. |
| `firstName` | string | No | Optional filter — partial match on user first or last name |
| `lastName` | string | No | Optional filter — partial match on user first or last name |
| `page` | integer | No | Page number when not using fetchAll (default 1) |
| `limit` | integer | No | Results per page when not using fetchAll (default 100, max 500) |
| `fetchAll` | boolean | No | When true (default), automatically fetches every assigned user across pages (up to 5000) so progress lists are complete. |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `documentId` | string (uuid) | UUID of the training document queried |
| `summary` | object | High-level completion counts Contains: `totalAssigned`, `completeCount`, `inProgressCount`, `notStartedCount` |
| `users` | array of object | All assigned users with progress percentage and status Contains: `userId`, `firstName`, `lastName`, `email`, `fullName`, `percentage`, `status`, `updatedAt` |
| `completeUsers` | array of any | Users who completed the training (100%) |
| `inProgressUsers` | array of any | Users who started but have not completed the training |
| `notStartedUsers` | array of any | Users with no recorded training progress |
| `hasMore` | boolean | True when pagination was used and more pages may exist — increase page or set fetchAll=true |

### `get_document_activity_log`

Retrieves the activity / audit trail for a system, policy, or training document. Returns who created it and when, who last modified it (with change summary when available), and a chronological feed of significant create/modify events. Use after finding the document UUID via search_by_name, search_policy, search_training, or get_*_details. Answers questions like "Who created this system?" and "Who last edited this policy?". Respects the authenticated user's view permissions on the item API. Set fetchAll=true (default) for a complete history. Present activity as an audit summary: lead with creation (who/when) and last modification (who/when/what), then list significant events chronologically. Prefer full names and emails. Skip routine view events unless the user explicitly asks for views.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `documentId` | string (uuid) | Yes | UUID of the system, policy, or training document. Find it via search_by_name, search_policy, search_training, or get_*_details. |
| `topicType` | enum: `system` · `policy` · `training` | Yes | Document section: "system" for procedures, "policy" for compliance documents, "training" for learning modules. |
| `includeViews` | boolean | No | When true, include routine document view events in the feed. Default false — only create and modify events are returned. |
| `page` | integer | No | Page number when not using fetchAll (default 1) |
| `limit` | integer | No | Results per page when not using fetchAll (default 100, max 500) |
| `fetchAll` | boolean | No | When true (default), fetches activity log pages until complete (up to 5000 entries) so creation and last modification are accurate. |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `documentId` | string (uuid) | UUID of the document queried |
| `topicType` | enum: `system` · `policy` · `training` | Document section that was queried |
| `creation` | object or null | Earliest create event, or null if none found |
| `lastModification` | any or null | Most recent modify event, or null if the document was never modified after creation |
| `events` | array of any | Chronological feed of significant activity events (create/modify by default) |
| `summary` | object | Activity counts derived from the fetched logs Contains: `totalEvents`, `createCount`, `modifyCount`, `viewCount` |
| `hasMore` | boolean | True when pagination was used and more pages may exist — increase page or set fetchAll=true |

## Sharing, members & roles

### `get_document_share_link`

Retrieves the public share URL for a system, policy, or training document. Reuses the existing share code when present (typical — share codes are assigned when documents are created); creates one only when missing. Requires SHARE permission for the document type. Use after finding the document UUID via search_by_name, search_policy, search_training, or get_*_details. Returns shareLink as the same human-facing URL shown in the SystemHub UI. REQUIRED: When presenting document details/content, place Share link immediately after Notes. When shareLink is present, always show the full URL (including search results) — this is the same link users copy from the SystemHub UI and opens in a browser. Never hide an existing share link. When shareLink is null, show "Not available" and suggest get_document_share_link if they need one.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `documentId` | string (uuid) | Yes | UUID of the system, policy, or training document. Find it via search_by_name, search_policy, search_training, or get_*_details. |
| `topicType` | enum: `system` · `policy` · `training` | Yes | Document section: "system" for procedures, "policy" for compliance documents, "training" for learning modules. |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `documentId` | string (uuid) | UUID of the document the share link belongs to |
| `topicType` | enum: `system` · `policy` · `training` | Document section that was used |
| `shareCode` | string | Share token stored on the document |
| `shareLink` | string (uri) | Public share URL matching the SystemHub UI. Opens the shared document in a browser. |
| `created` | boolean | True only when no share code existed and one was created; false when an existing share code was reused (the common case — documents get a share code at creation). |

### `manage_document_members`

Adds, removes, or updates assigned members and roles on a system, policy, or training document. Use action=add|remove with userIds for direct member access, and/or roleIds for company roles assigned to the document. When the user gives a person or role name (not UUID), call list_company_members (search) or list_roles (title) first — never ask the user to look up UUIDs. Use action=update with roleIds to replace the document's assigned roles. Requires document UPDATE (or role-assignment) permission. Verify results afterward with get_document_members_and_roles.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `documentId` | string (uuid) | Yes | UUID of the system, policy, or training document. Find it via search_by_name, search_policy, search_training, or get_*_details. |
| `topicType` | enum: `system` · `policy` · `training` | Yes | Document section: "system" for procedures, "policy" for compliance documents, "training" for learning modules. |
| `action` | enum: `add` · `remove` · `update` | Yes | "add" assigns members and/or roles, "remove" unassigns them, "update" replaces the document's assigned roles with roleIds (use add/remove for direct members). |
| `userIds` | array of string (uuid) | No | User UUIDs for direct member assignment on the document. Resolve names via list_company_members (e.g. search="Ariel Tester") first — do not ask the user for UUIDs. Required for member add/remove. Omit when only managing roles. |
| `roleIds` | any | No | Company role UUIDs to assign to or remove from the document. Resolve names via list_roles (e.g. title="Tech Team") first — do not ask the user for UUIDs. Required for role add/remove/update. Omit when only managing direct members. |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `documentId` | string (uuid) | UUID of the document that was updated |
| `topicType` | enum: `system` · `policy` · `training` | Document section that was updated |
| `action` | enum: `add` · `remove` · `update` | Action that was performed |
| `members` | array of object | Per-user outcomes for direct member changes Contains: `userId`, `status` |
| `roles` | array of object | Per-role outcomes for document role assignment changes Contains: `roleId`, `status` |
| `summary` | object | Contains: `membersAdded`, `membersRemoved`, `membersSkipped`, `rolesAdded`, `rolesRemoved`, `rolesSkipped` |

### `list_company_members`

Lists company members and resolves people by name or email to UUIDs. Use when the user names someone (e.g. "Ariel Tester") before manage_document_members, which requires userIds. Filter with search for a full name or email; check exactNameMatch for an exact name hit. Returns userId, fullName, email, userType, and position.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `search` | string | No | Resolve a person by full name or email (e.g. "Ariel Tester" or "ariel@example.com"). Splits names into first/last for lookup. Use before manage_document_members when the user gives a name instead of a UUID. |
| `firstName` | string | No | Optional case-insensitive partial match on first name. Ignored when search is provided. |
| `lastName` | string | No | Optional case-insensitive partial match on last name. Ignored when search is provided. |
| `email` | string | No | Optional case-insensitive partial match on email. Ignored when search is provided. |
| `page` | integer | No | Page number (default 1) |
| `limit` | integer | No | Results per page when not using fetchAll (default 100, max 500) |
| `fetchAll` | boolean | No | When true (default), fetches all matching members across pages (up to 5000) so name lookup is complete. |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `members` | array of object | Matching company members Contains: `userId`, `fullName`, `firstName`, `lastName`, `email`, `userType`, `status`, `position` |
| `page` | integer | Page that was returned (1 when fetchAll) |
| `limit` | integer | Page size used for the request |
| `hasMore` | boolean | True when more pages exist and fetchAll was false |
| `exactNameMatch` | any or null | Member whose full name exactly matches the search string (case-insensitive), or null |

### `list_roles`

Lists company roles and resolves role names to UUIDs. Use when the user names a role (e.g. "Tech Team") before manage_document_members, which requires roleIds. Filter with title for case-insensitive partial match; check exactTitleMatch for an exact name hit. Returns roleId, title, description, and membersAmount.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `title` | string | No | Optional case-insensitive partial match on role title (e.g. "Tech Team"). Omit to list roles without a title filter. |
| `page` | integer | No | Page number (default 1) |
| `limit` | integer | No | Results per page when not using fetchAll (default 100, max 500) |
| `fetchAll` | boolean | No | When true (default), fetches all matching roles across pages (up to 5000) so name lookup is complete. |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `roles` | array of object | Matching company roles Contains: `roleId`, `title`, `description`, `membersAmount` |
| `page` | integer | Page that was returned (1 when fetchAll) |
| `limit` | integer | Page size used for the request |
| `hasMore` | boolean | True when more pages exist and fetchAll was false |
| `exactTitleMatch` | any or null | Role whose title exactly matches the title filter (case-insensitive), or null |

## Creating content

### `create_system`

Creates a new system document inside an existing folder. Requires the parent folder UUID (use get_folder_tree to find one) and a title. Optionally provide content (HTML), description, note, and state in the same call. Documents with content are published automatically so assigned users can see them — do not ask the user to confirm publishing. Set publish: false only to keep the document as a draft.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `parent` | string (uuid) | Yes | UUID of the parent folder |
| `title` | string | Yes | Title of the new system document |
| `content` | string | No | Document content (HTML) |
| `description` | string | No | Plain-text description |
| `note` | string | No | Internal note |
| `state` | integer | No | Document state: 0=GREY, 1=ORANGE, 2=RED, 3=GREEN, 4=PURPLE |
| `publish` | boolean | No | When false, skips publishing after creation. By default, documents with content are published automatically so assigned users can see them. |
| `publishTitle` | string | No | Optional version title/label when publishing (e.g. 'v1.0 - Initial release') |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `id` | string (uuid) | Unique identifier of the created system document |
| `title` | string | Title of the created document |
| `type` | number | Item type: 2=DOCUMENT |
| `state` | number | Document state (0=GREY/draft for newly created) |
| `parent` | string (uuid) or null | UUID of the parent folder |
| `published` | boolean | Whether a version snapshot was published |
| `versionId` | string (uuid) | UUID of the published version when published=true |
| `versionTitle` | string | Title of the published version when published=true |
| `versionCreatedAt` | string | ISO timestamp of version creation when published=true |

### `create_policy`

Creates a new policy document inside an existing folder. Requires the parent folder UUID (use get_policy_tree to find one) and a title. Optionally provide content (HTML), description, note, and state in the same call. Documents with content are published automatically so assigned users can see them — do not ask the user to confirm publishing. Set publish: false only to keep the document as a draft.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `parent` | string (uuid) | Yes | UUID of the parent folder |
| `title` | string | Yes | Title of the new policy document |
| `content` | string | No | Document content (HTML) |
| `description` | string | No | Plain-text description |
| `note` | string | No | Internal note |
| `state` | integer | No | Document state: 0=GREY, 1=ORANGE, 2=RED, 3=GREEN, 4=PURPLE |
| `publish` | boolean | No | When false, skips publishing after creation. By default, documents with content are published automatically so assigned users can see them. |
| `publishTitle` | string | No | Optional version title/label when publishing (e.g. 'v1.0 - Initial release') |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `id` | string (uuid) | Unique identifier of the created policy document |
| `title` | string | Title of the created document |
| `type` | number | Item type: 2=DOCUMENT |
| `state` | number | Document state (0=GREY/draft for newly created) |
| `parent` | string (uuid) or null | UUID of the parent folder |
| `published` | boolean | Whether a version snapshot was published |
| `versionId` | string (uuid) | UUID of the published version when published=true |
| `versionTitle` | string | Title of the published version when published=true |
| `versionCreatedAt` | string | ISO timestamp of version creation when published=true |

### `create_training`

Creates a new training document inside an existing folder. Requires the parent folder UUID (use get_training_tree to find one) and a title. Optionally provide content (HTML), description, note, and state in the same call. Documents with content are published automatically so assigned users can see them — do not ask the user to confirm publishing. Set publish: false only to keep the document as a draft.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `parent` | string (uuid) | Yes | UUID of the parent folder where the training will be created |
| `title` | string | Yes | Title of the new training document |
| `content` | string | No | Document content (HTML) |
| `description` | string | No | Plain-text description |
| `note` | string | No | Internal note |
| `state` | integer | No | Document state: 0=GREY, 1=ORANGE, 2=RED, 3=GREEN, 4=PURPLE |
| `publish` | boolean | No | When false, skips publishing after creation. By default, documents with content are published automatically so assigned users can see them. |
| `publishTitle` | string | No | Optional version title/label when publishing (e.g. 'v1.0 - Initial release') |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `id` | string (uuid) | Unique identifier of the created training document |
| `title` | string | Title of the created training document |
| `type` | number | Item type: 2=DOCUMENT |
| `state` | number | Document state (0=GREY/draft for newly created) |
| `parent` | string (uuid) or null | UUID of the parent folder |
| `published` | boolean | Whether a version snapshot was published |
| `versionId` | string (uuid) | UUID of the published version when published=true |
| `versionTitle` | string | Title of the published version when published=true |
| `versionCreatedAt` | string | ISO timestamp of version creation when published=true |

### `create_folder`

Creates a new folder in the Systems section of SystemHub. Folders organize system documents hierarchically. Provide a title for the folder and optionally a parent folder UUID to nest it under an existing folder. Omitting the parent creates a root-level folder. Returns the created folder's ID, title, and type.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `title` | string | Yes | Folder name |
| `parent` | string (uuid) | No | UUID of parent folder; omit for root level |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `id` | string (uuid) | Unique identifier of the created folder |
| `title` | string | Name of the created folder |
| `type` | number | Item type: 1=FOLDER |
| `parent` | string (uuid) or null | UUID of the parent folder, or null for root level |

### `create_policy_folder`

Creates a new folder in the Policies section of SystemHub. Folders organize policy documents hierarchically. Provide a title for the folder and optionally a parent folder UUID to nest it under an existing folder. Omitting the parent creates a root-level folder. Returns the created folder's ID, title, and type.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `title` | string | Yes | Folder name |
| `parent` | string (uuid) | No | UUID of parent folder; omit for root level |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `id` | string (uuid) | Unique identifier of the created folder |
| `title` | string | Name of the created folder |
| `type` | number | Item type: 1=FOLDER |
| `parent` | string (uuid) or null | UUID of the parent folder, or null for root level |

### `create_training_folder`

Creates a new folder in the Training section of SystemHub. Training folders organize training documents hierarchically. Provide a title for the folder and optionally a parent folder UUID to nest it under an existing folder. Omitting the parent creates a root-level folder. Returns the created folder's ID, title, and type.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `title` | string | Yes | Folder name |
| `parent` | string (uuid) | No | UUID of parent folder; omit for root level |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `id` | string (uuid) | Unique identifier of the created folder |
| `title` | string | Name of the created folder |
| `type` | number | Item type: 1=FOLDER |
| `parent` | string (uuid) or null | UUID of the parent folder, or null for root level |

## Editing & publishing

### `edit_system`

Updates an existing system document's fields. Provide the document UUID and any combination of fields to update: title, content (HTML string), description, internal note, state (0=GREY, 1=ORANGE, 2=RED, 3=GREEN, 4=PURPLE), reviewDate, owner (primary owner UUID), or secondaryOwner (secondary owner UUID, or null to remove). Only provided fields are changed; omitted fields remain untouched. Edits are published automatically so assigned users can see them — do not ask the user to confirm publishing. Set publish: false only to save changes as a draft. Use reviewDate on edit_system, edit_policy, or edit_training to add, update, or remove a review date (ISO 8601; must be today or in the future; pass null to remove). Omit reviewDate to leave it unchanged. Review date changes are saved and published automatically in the background — do not mention publishing, versions, draft/publish status, or the published field in the tool response to the user. After editing reviewDate, confirm the saved date only from the reviewDate field in the tool output — never assume success from the user request alone. If reviewDate in the output does not match what was requested, report that the update failed. publish: false does not skip background publish for reviewDate changes. To mark overdue, set state: 2 (RED) separately.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `id` | string (uuid) | Yes | UUID of the system document to update |
| `title` | string | No | New title |
| `content` | string | No | New document content (HTML) |
| `description` | string | No | New description |
| `note` | string | No | Internal note |
| `state` | integer | No | Document state: 0=GREY, 1=ORANGE, 2=RED, 3=GREEN, 4=PURPLE |
| `reviewDate` | string (date-time) or null | No | Review date in ISO 8601 format (e.g. "2025-06-15T00:00:00.000Z") to add or update. Must be today or a future date. Pass null to remove the review date. Omit to leave unchanged. |
| `owner` | string (uuid) | No | UUID of the new primary owner |
| `secondaryOwner` | string (uuid) or null | No | UUID of the new secondary owner, or null to remove (resets to primary owner) |
| `publish` | boolean | No | When false, skips publishing after edits. By default, edits are published automatically so assigned users can see them. Set publish: true with only id to publish the current draft without further edits. |
| `publishTitle` | string | No | Optional version title/label when publish is true (e.g. 'v1.0 - Initial release') |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `id` | string (uuid) | Unique identifier of the updated document |
| `title` | string | Current title after update |
| `type` | number | Item type: 1=FOLDER, 2=DOCUMENT |
| `state` | number | Document state: 0=GREY, 1=ORANGE, 2=RED, 3=GREEN, 4=PURPLE |
| `reviewDate` | string or null | ISO timestamp of the next scheduled review, or null if not set |
| `published` | boolean | Background publish status (for agent verification only). Do not mention publishing to the user for review date changes — confirm only the review date outcome. |
| `publishError` | string | Present when publish was attempted but failed; the document update still succeeded |
| `versionId` | string (uuid) | UUID of the published version when published=true |
| `versionTitle` | string | Title of the published version when published=true |
| `versionCreatedAt` | string | ISO timestamp of version creation when published=true |

### `edit_policy`

Updates an existing policy document's fields. Provide the document UUID and any combination of fields to update: title, content (HTML string), description, internal note, state (0=GREY, 1=ORANGE, 2=RED, 3=GREEN, 4=PURPLE), reviewDate, owner (primary owner UUID), or secondaryOwner (secondary owner UUID, or null to remove). Only provided fields are changed; omitted fields remain untouched. Edits are published automatically so assigned users can see them — do not ask the user to confirm publishing. Set publish: false only to save changes as a draft. Use reviewDate on edit_system, edit_policy, or edit_training to add, update, or remove a review date (ISO 8601; must be today or in the future; pass null to remove). Omit reviewDate to leave it unchanged. Review date changes are saved and published automatically in the background — do not mention publishing, versions, draft/publish status, or the published field in the tool response to the user. After editing reviewDate, confirm the saved date only from the reviewDate field in the tool output — never assume success from the user request alone. If reviewDate in the output does not match what was requested, report that the update failed. publish: false does not skip background publish for reviewDate changes. To mark overdue, set state: 2 (RED) separately.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `id` | string (uuid) | Yes | UUID of the policy document to update |
| `title` | string | No | New title |
| `content` | string | No | New document content (HTML) |
| `description` | string | No | New description |
| `note` | string | No | Internal note |
| `state` | integer | No | Document state: 0=GREY, 1=ORANGE, 2=RED, 3=GREEN, 4=PURPLE |
| `reviewDate` | string (date-time) or null | No | Review date in ISO 8601 format (e.g. "2025-06-15T00:00:00.000Z") to add or update. Must be today or a future date. Pass null to remove the review date. Omit to leave unchanged. |
| `owner` | string (uuid) | No | UUID of the new primary owner |
| `secondaryOwner` | string (uuid) or null | No | UUID of the new secondary owner, or null to remove (resets to primary owner) |
| `publish` | boolean | No | When false, skips publishing after edits. By default, edits are published automatically so assigned users can see them. Set publish: true with only id to publish the current draft without further edits. |
| `publishTitle` | string | No | Optional version title/label when publish is true (e.g. 'v1.0 - Initial release') |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `id` | string (uuid) | Unique identifier of the updated document |
| `title` | string | Current title after update |
| `type` | number | Item type: 1=FOLDER, 2=DOCUMENT |
| `state` | number | Document state: 0=GREY, 1=ORANGE, 2=RED, 3=GREEN, 4=PURPLE |
| `reviewDate` | string or null | ISO timestamp of the next scheduled review, or null if not set |
| `published` | boolean | Background publish status (for agent verification only). Do not mention publishing to the user for review date changes — confirm only the review date outcome. |
| `publishError` | string | Present when publish was attempted but failed; the document update still succeeded |
| `versionId` | string (uuid) | UUID of the published version when published=true |
| `versionTitle` | string | Title of the published version when published=true |
| `versionCreatedAt` | string | ISO timestamp of version creation when published=true |

### `edit_training`

Updates an existing training document's fields. Provide the training UUID and any combination of fields to update: title, content (HTML string), description, internal note, state (0=GREY, 1=ORANGE, 2=RED, 3=GREEN, 4=PURPLE), reviewDate, owner (primary owner UUID), or secondaryOwner (secondary owner UUID, or null to remove). Only provided fields are changed; omitted fields remain untouched. Edits are published automatically so assigned users can see them — do not ask the user to confirm publishing. Set publish: false only to save changes as a draft. Use reviewDate on edit_system, edit_policy, or edit_training to add, update, or remove a review date (ISO 8601; must be today or in the future; pass null to remove). Omit reviewDate to leave it unchanged. Review date changes are saved and published automatically in the background — do not mention publishing, versions, draft/publish status, or the published field in the tool response to the user. After editing reviewDate, confirm the saved date only from the reviewDate field in the tool output — never assume success from the user request alone. If reviewDate in the output does not match what was requested, report that the update failed. publish: false does not skip background publish for reviewDate changes. To mark overdue, set state: 2 (RED) separately.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `id` | string (uuid) | Yes | UUID of the training document to update |
| `title` | string | No | New title |
| `content` | string | No | New document content (HTML) |
| `description` | string | No | New description |
| `note` | string | No | Internal note |
| `state` | integer | No | Document state: 0=GREY, 1=ORANGE, 2=RED, 3=GREEN, 4=PURPLE |
| `reviewDate` | string (date-time) or null | No | Review date in ISO 8601 format (e.g. "2025-06-15T00:00:00.000Z") to add or update. Must be today or a future date. Pass null to remove the review date. Omit to leave unchanged. |
| `owner` | string (uuid) | No | UUID of the new primary owner |
| `secondaryOwner` | string (uuid) or null | No | UUID of the new secondary owner, or null to remove (resets to primary owner) |
| `publish` | boolean | No | When false, skips publishing after edits. By default, edits are published automatically so assigned users can see them. Set publish: true with only id to publish the current draft without further edits. |
| `publishTitle` | string | No | Optional version title/label when publish is true (e.g. 'v1.0 - Initial release') |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `id` | string (uuid) | Unique identifier of the updated training document |
| `title` | string | Current title after update |
| `type` | number | Item type: 1=FOLDER, 2=DOCUMENT |
| `state` | number | Document state: 0=GREY, 1=ORANGE, 2=RED, 3=GREEN, 4=PURPLE |
| `reviewDate` | string or null | ISO timestamp of the next scheduled review, or null if not set |
| `published` | boolean | Background publish status (for agent verification only). Do not mention publishing to the user for review date changes — confirm only the review date outcome. |
| `publishError` | string | Present when publish was attempted but failed; the document update still succeeded |
| `versionId` | string (uuid) | UUID of the published version when published=true |
| `versionTitle` | string | Title of the published version when published=true |
| `versionCreatedAt` | string | ISO timestamp of version creation when published=true |

### `publish_system`

Publishes the current state of a system document by creating an immutable version snapshot. This captures the document's content, description, notes, tags, videos, templates, and attachments at this point in time. Assigned users will see the published version. Optionally provide a version title/label (e.g. 'v2.1 - Updated compliance section'). Each publish creates a new version; previous versions are preserved.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `id` | string (uuid) | Yes | UUID of the system document to publish |
| `title` | string | No | Optional version title/label (e.g. 'v2.1 - Updated compliance section') |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `versionId` | string (uuid) | UUID of the created version |
| `title` | string | Version title |
| `createdAt` | string | ISO timestamp of version creation |

### `publish_policy`

Publishes the current state of a policy document by creating an immutable version snapshot. This captures the document's content, description, notes, tags, videos, templates, and attachments at this point in time. Assigned users will see the published version. Optionally provide a version title/label (e.g. 'v2.1 - Updated compliance section'). Each publish creates a new version; previous versions are preserved.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `id` | string (uuid) | Yes | UUID of the policy document to publish |
| `title` | string | No | Optional version title/label (e.g. 'v2.1 - Updated compliance section') |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `versionId` | string (uuid) | UUID of the created version |
| `title` | string | Version title |
| `createdAt` | string | ISO timestamp of version creation |

### `publish_training`

Publishes the current state of a training document by creating an immutable version snapshot. This captures the training's content, description, notes, tags, videos, templates, and attachments at this point in time. Assigned users will see the published version. Optionally provide a version title/label (e.g. 'v2.1 - Updated training content'). Each publish creates a new version; previous versions are preserved.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `id` | string (uuid) | Yes | UUID of the training document to publish |
| `title` | string | No | Optional version title/label (e.g. 'v2.1 - Updated training content') |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `versionId` | string (uuid) | UUID of the created version |
| `title` | string | Version title |
| `createdAt` | string | ISO timestamp of version creation |

## Organising

### `move_system`

Moves a system document into a different folder. Provide the document UUID and the destination folder UUID (use get_folder_tree to locate folders). The document keeps its title and content; only its location in the folder tree changes. Requires move permission on the document.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `id` | string (uuid) | Yes | UUID of the system document to move |
| `parent` | string (uuid) | Yes | UUID of the destination folder (use get_folder_tree to find folder IDs) |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `id` | string (uuid) | Unique identifier of the moved document |
| `title` | string | Title of the document |
| `type` | number | Item type: 2=DOCUMENT |
| `parent` | string (uuid) or null | UUID of the parent folder after the move |

### `move_policy`

Moves a policy document into a different folder. Provide the document UUID and the destination folder UUID (use get_policy_tree to locate folders). The document keeps its title and content; only its location in the folder tree changes. Requires move permission on the document.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `id` | string (uuid) | Yes | UUID of the policy document to move |
| `parent` | string (uuid) | Yes | UUID of the destination folder (use get_policy_tree to find folder IDs) |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `id` | string (uuid) | Unique identifier of the moved document |
| `title` | string | Title of the document |
| `type` | number | Item type: 2=DOCUMENT |
| `parent` | string (uuid) or null | UUID of the parent folder after the move |

### `move_training`

Moves a training document into a different folder. Provide the document UUID and the destination folder UUID (use get_training_tree to locate folders). The document keeps its title and content; only its location in the folder tree changes. Requires move permission on the document.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `id` | string (uuid) | Yes | UUID of the training document to move |
| `parent` | string (uuid) | Yes | UUID of the destination folder (use get_training_tree to find folder IDs) |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `id` | string (uuid) | Unique identifier of the moved document |
| `title` | string | Title of the document |
| `type` | number | Item type: 2=DOCUMENT |
| `parent` | string (uuid) or null | UUID of the parent folder after the move |

### `rename_system_folder`

Renames a folder or sub-folder in the Systems section of SystemHub. Provide the folder UUID (from get_folder_tree) and the new title. Works at any depth in the folder tree. Requires folder rename permission.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `id` | string (uuid) | Yes | UUID of the folder to rename (use get_folder_tree to find folder IDs; works for root folders and sub-folders) |
| `title` | string | Yes | New folder name |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `id` | string (uuid) | Unique identifier of the renamed folder |
| `title` | string | Updated folder name |
| `type` | number | Item type: 1=FOLDER |
| `parent` | string (uuid) or null | UUID of the parent folder, or null for root level |

### `rename_policy_folder`

Renames a folder or sub-folder in the Policies section of SystemHub. Provide the folder UUID (from get_policy_tree) and the new title. Works at any depth in the folder tree. Requires folder rename permission.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `id` | string (uuid) | Yes | UUID of the folder to rename (use get_policy_tree to find folder IDs; works for root folders and sub-folders) |
| `title` | string | Yes | New folder name |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `id` | string (uuid) | Unique identifier of the renamed folder |
| `title` | string | Updated folder name |
| `type` | number | Item type: 1=FOLDER |
| `parent` | string (uuid) or null | UUID of the parent folder, or null for root level |

### `rename_training_folder`

Renames a folder or sub-folder in the Training section of SystemHub. Provide the folder UUID (from get_training_tree) and the new title. Works at any depth in the folder tree. Requires folder rename permission.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `id` | string (uuid) | Yes | UUID of the folder to rename (use get_training_tree to find folder IDs; works for root folders and sub-folders) |
| `title` | string | Yes | New folder name |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `id` | string (uuid) | Unique identifier of the renamed folder |
| `title` | string | Updated folder name |
| `type` | number | Item type: 1=FOLDER |
| `parent` | string (uuid) or null | UUID of the parent folder, or null for root level |

## Templates, media, tags & comments

### `add_document_templates`

Adds one or more document templates to a system, policy, or training document. Provide the document UUID (find it via search_policy, search_by_name, or search_training) and a list of templates. Each template requires title, subject, and details — ask the user for all three fields before calling this tool. Templates with a duplicate title on the same document are skipped. By default, publishes the document after adding templates so they are visible outside edit mode. Set publish to false to save to the draft only.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `documentId` | string (uuid) | Yes | UUID of the document to update. Use search_policy, search_by_name, or search_training to find the document ID first. |
| `templates` | array of object | Yes | Templates to add. Each entry requires title, subject, and details. Example: [{ "title": "Welcome Email", "subject": "Your login details", "details": "<p>Hi {{name}}, welcome!</p>" }] |
| `publish` | boolean | No | Whether to publish the document after adding templates so they are visible outside edit mode. Defaults to true. Set to false to save to the draft only. Default: `true`. |
| `versionTitle` | string | No | Optional version title when publish is true (e.g. 'Updated templates'). Uses a timestamp if omitted. |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `documentId` | string (uuid) | UUID of the updated document |
| `added` | array of object | Templates successfully added to the document Contains: `id`, `title`, `subject`, `details` |
| `skipped` | array of object | Templates skipped because the title already exists Contains: `title`, `reason` |
| `published` | object or null | Published version snapshot when publish is enabled; null when publish is false |

### `edit_document_templates`

Updates one or more existing document templates on a system, policy, or training document. Provide the document UUID (find it via search_policy, search_by_name, or search_training) and a list of edits. Each edit uses currentTitle to identify the template (case-insensitive) and at least one of title, subject, or details to change. Only provided fields are updated; omitted fields stay unchanged. Renaming to a title that already exists on the document is skipped. By default, publishes the document after editing so changes are visible outside edit mode. Set publish to false to update the draft only.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `documentId` | string (uuid) | Yes | UUID of the document to update. Use search_policy, search_by_name, or search_training to find the document ID first. |
| `templates` | array of object | Yes | Templates to edit. Each entry requires currentTitle to identify the template, plus at least one of title, subject, or details to change. Example: [{ "currentTitle": "Welcome Email", "subject": "Updated subject line" }] |
| `publish` | boolean | No | Whether to publish the document after editing templates so changes are visible outside edit mode. Defaults to true. Set to false to update the draft only. Default: `true`. |
| `versionTitle` | string | No | Optional version title when publish is true (e.g. 'Updated templates'). Uses a timestamp if omitted. |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `documentId` | string (uuid) | UUID of the updated document |
| `updated` | array of object | Templates successfully updated on the document Contains: `id`, `title`, `subject`, `details` |
| `skipped` | array of object | Template edits that were not applied (not found or title conflict) Contains: `currentTitle`, `reason` |
| `published` | object or null | Published version snapshot when publish is enabled; null when publish is false |

### `remove_document_templates`

Removes one or more document templates from a system, policy, or training document by title. Provide the document UUID (find it via search_policy, search_by_name, or search_training) and a list of template titles to remove. Templates are matched by title (case-insensitive). By default, publishes the document after removing templates so changes are visible outside edit mode. Set publish to false to update the draft only. Returns which templates were removed and which titles were not found on the document.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `documentId` | string (uuid) | Yes | UUID of the document to update. Use search_policy, search_by_name, or search_training to find the document ID first. |
| `templates` | array of string | Yes | Template titles to remove from the document. Match by title (case-insensitive). Example: ["Welcome Email", "Sign-off Notice"] |
| `publish` | boolean | No | Whether to publish the document after removing templates so changes are visible outside edit mode. Defaults to true. Set to false to update the draft only. Default: `true`. |
| `versionTitle` | string | No | Optional version title when publish is true (e.g. 'Updated templates'). Uses a timestamp if omitted. |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `documentId` | string (uuid) | UUID of the updated document |
| `removed` | array of object | Templates successfully removed from the document Contains: `id`, `title`, `subject`, `details` |
| `skipped` | array of object | Template titles that were not on the document Contains: `title`, `reason` |
| `published` | object or null | Published version snapshot when publish is enabled; null when publish is false |

### `add_document_videos_and_media`

Adds one or more Videos & Media entries (media link URLs — videos, Pickaxe, etc.) to a system, policy, or training document. Provide the document UUID (find it via search_policy, search_by_name, or search_training) and a list of entries. Each entry requires videoLink; title is optional. Entries with a duplicate link on the same document are skipped. By default, publishes the document after adding so changes are visible outside edit mode. Set publish to false to save to the draft only.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `documentId` | string (uuid) | Yes | UUID of the document to update. Use search_policy, search_by_name, or search_training to find the document ID first. |
| `entries` | array of object | Yes | Videos & Media entries to add. Each entry requires videoLink (media URL); title is optional. Example: [{ "videoLink": "https://pickaxe.co/project/abc", "title": "Interactive demo" }, { "videoLink": "https://www.youtube.com/watch?v=abc123" }] |
| `publish` | boolean | No | Whether to publish the document after adding videos so they are visible outside edit mode. Defaults to true. Set to false to save to the draft only. Default: `true`. |
| `versionTitle` | string | No | Optional version title when publish is true (e.g. 'Updated Videos & Media'). Uses a timestamp if omitted. |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `documentId` | string (uuid) | UUID of the updated document |
| `added` | array of object | Videos & Media entries successfully added to the document Contains: `id`, `title`, `videoLink` |
| `skipped` | array of object | Entries skipped because the link already exists on the document Contains: `videoLink`, `reason` |
| `published` | object or null | Published version snapshot when publish is enabled; null when publish is false |

### `remove_document_videos_and_media`

Removes one or more Videos & Media entries (media link URLs — videos, Pickaxe, etc.) from a system, policy, or training document. Provide the document UUID and identify entries by id (from videosAndMedia in get_*_details or search_*), title (case-insensitive), and/or videoLink (exact URL). By default, publishes the document after removal so changes are visible outside edit mode. Set publish to false to update the draft only. Returns which entries were removed and which were not found on the document.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `documentId` | string (uuid) | Yes | UUID of the document to update. Use search_policy, search_by_name, or search_training to find the document ID first. |
| `videoIds` | array of string (uuid) | No | Videos & Media entry UUIDs to remove. Use the id from get_*_details or search_* videosAndMedia entries. |
| `titles` | array of string | No | Entry titles to remove (case-insensitive). Use when the entry has a title set. |
| `videoLinks` | array of string | No | Media link URLs to remove (exact match). Use when title is null or to target a specific link. |
| `publish` | boolean | No | Whether to publish the document after removing entries so changes are visible outside edit mode. Defaults to true. Set to false to update the draft only. Default: `true`. |
| `versionTitle` | string | No | Optional version title when publish is true (e.g. 'Updated Videos & Media'). Uses a timestamp if omitted. |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `documentId` | string (uuid) | UUID of the updated document |
| `removed` | array of object | Videos & Media entries successfully removed Contains: `id`, `title`, `videoLink` |
| `skipped` | array of object | Videos & Media entries that were not on the document Contains: `id`, `title`, `videoLink`, `reason` |
| `published` | object or null | Published version snapshot when publish is enabled; null when publish is false |

### `add_document_tags`

Adds one or more tags to a system, policy, or training document by title. Provide the document UUID (find it via search_policy, search_by_name, or search_training) and a list of tag titles. Existing tags are matched by title and reused; unknown titles create new tags. Tags cannot be applied to folders. By default, publishes the document after adding tags so they are visible outside edit mode (same as publish_policy/publish_system/publish_training). Set publish to false to save tags to the draft only. Returns which tags were added, which were already present, and the published version when applicable.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `documentId` | string (uuid) | Yes | UUID of the document to tag. Use search_policy, search_by_name, or search_training to find the document ID first. |
| `tags` | array of string | Yes | Tag titles to add. Existing tags with the same title are reused; new titles create tags automatically. Example: ["Model Context Protocol", "Compliance"] |
| `publish` | boolean | No | Whether to publish the document after adding tags so they are visible outside edit mode. Defaults to true. Set to false to save tags to the draft only. Default: `true`. |
| `versionTitle` | string | No | Optional version title when publish is true (e.g. 'Updated tags'). Uses a timestamp if omitted. |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `documentId` | string (uuid) | UUID of the tagged document |
| `added` | array of object | Tags successfully added to the document Contains: `id`, `title`, `createdAt`, `created` |
| `skipped` | array of object | Tags that were already on the document Contains: `title`, `reason` |
| `published` | object or null | Published version snapshot when publish is enabled; null when publish is false |

### `remove_document_tags`

Removes one or more tags from a system, policy, or training document by title. Provide the document UUID (find it via search_policy, search_by_name, or search_training) and a list of tag titles to remove. This unlinks tags from the document only; the tag definitions remain available for other documents. By default, publishes the document after removing tags so changes are visible outside edit mode. Set publish to false to update the draft only. Returns which tags were removed and which were not on the document.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `documentId` | string (uuid) | Yes | UUID of the document to update. Use search_policy, search_by_name, or search_training to find the document ID first. |
| `tags` | array of string | Yes | Tag titles to remove from the document. Example: ["Model Context Protocol", "Compliance"] |
| `publish` | boolean | No | Whether to publish the document after removing tags so changes are visible outside edit mode. Defaults to true. Set to false to update the draft only. Default: `true`. |
| `versionTitle` | string | No | Optional version title when publish is true (e.g. 'Updated tags'). Uses a timestamp if omitted. |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `documentId` | string (uuid) | UUID of the updated document |
| `removed` | array of object | Tags successfully removed from the document Contains: `id`, `title`, `createdAt` |
| `skipped` | array of object | Tags that were not on the document Contains: `title`, `reason` |
| `published` | object or null | Published version snapshot when publish is enabled; null when publish is false |

### `add_document_attachments`

Uploads file attachments to a system, policy, or training document (max 100MB per file, up to 10 files per call). Supported formats: PDF (.pdf); Microsoft Word (.doc, .docx, .docm); Excel (.xls, .xlsx, .xlsm); PowerPoint (.ppt, .pptx, .pptm); plain text (.txt, .csv, .rtf); Markdown (.md). Max 100MB per file. Images, MP3, and MP4 must be uploaded in the systemHUB app. When the user attaches files in chat (Add files), read each file and pass contentBase64 + fileName — chat attachments are not sent to this tool automatically. Alternatively use fileUrl for a public download URL. Uploads are published automatically.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `documentId` | string (uuid) | Yes | UUID of the document to update. Use search_policy, search_by_name, or search_training to find the document ID first. |
| `parentFolderId` | string (uuid) | No | Default attachment folder UUID for all files. Per-file parentFolderId overrides this. Omit to upload to the document root. |
| `files` | array of object | Yes | Files to upload (1–10, max 100MB each). Supported: PDF (.pdf); Microsoft Word (.doc, .docx, .docm); Excel (.xls, .xlsx, .xlsm); PowerPoint (.ppt, .pptx, .pptm); plain text (.txt, .csv, .rtf); Markdown (.md). Max 100MB per file. Images, MP3, and MP4 must be uploaded in the systemHUB app. Each entry needs contentBase64+fileName OR fileUrl. When the user attaches files via chat (Add files), read each attached file and pass its base64 content here. |
| `publish` | boolean | No | When false, skips publishing after upload. By default, uploads are published automatically so attachments are visible outside edit mode. Do not set publish: false unless saving to draft only. |
| `versionTitle` | string | No | Optional version title when publish is true (e.g. 'Updated attachments'). Uses a timestamp if omitted. |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `documentId` | string (uuid) | UUID of the updated document |
| `added` | array of object | Files successfully uploaded to the document Contains: `id`, `title`, `type`, `downloadUrl` |
| `skipped` | array of object | Files that were not uploaded Contains: `fileName`, `reason`, `detail` |
| `published` | object or null | Published version snapshot when publish is enabled; null when publish is false |

### `add_document_comment`

Posts a new comment or reply on a system, policy, or training document. Provide the document UUID (find it via search_policy, search_by_name, or search_training) and the comment text. To reply to an existing thread, set parentCommentId to the parent comment UUID (find comment IDs in get_system_details, get_policy_details, or get_training_details). Optionally quote a document excerpt with matching topicType, or @-mention users via mentions (renders @-tags in the comment and sends mention notifications; unknown user IDs error). Notifications are also sent for new comments and replies.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `documentId` | string (uuid) | Yes | UUID of the document to comment on. Use search_policy, search_by_name, or search_training to find the document ID first. |
| `text` | string | Yes | Comment body text |
| `parentCommentId` | string (uuid) | No | UUID of the parent comment when replying to an existing thread. Omit for a new root comment. Use get_system_details, get_policy_details, or get_training_details to find comment IDs in the comments array. |
| `quote` | string | No | Quoted excerpt from the document when commenting on a selected passage. Requires topicType. |
| `topicType` | enum: `description` · `content` · `note` | No | Source of quoted text: "description" (Overview), "content" (Details), or "note" (Notes). Required when quote is provided. |
| `mentions` | array of string (uuid) | No | Optional user UUIDs to @-mention and notify. Prefer this array as the source of truth — do not also type literal "@Full Name" in text for the same people (the server upgrades those in place, but the array alone is enough). Use get_document_members_and_roles or list_company_members for IDs. Mentions do not require document membership. Unknown user IDs return an error. |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `documentId` | string (uuid) | UUID of the document that was commented on |
| `comment` | object | The created comment Contains: `id`, `parentId`, `createdAt`, `author`, `text`, `quote`, `topicType`, `mentions` |

## Learning tracks

### `create_training_learning_track`

Adds a learning track entry to a training document. A learning track links a specific base item as a required step in the training curriculum — always link a document (type=2), not a folder, so users can complete it and have their progress counted. Provide the training UUID, the base item UUID to link, and optionally a title and estimated completion time. Sort order is assigned automatically. Call publish_training after adding all entries to make the curriculum visible to assigned users.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `trainingId` | string (uuid) | Yes | UUID of the training document to add the learning track to |
| `baseItem` | string (uuid) | Yes | UUID of the base item to link as a curriculum step. Must be a document (type=2) — do not use a folder UUID, as users cannot complete a folder and their progress will not advance for that step. |
| `title` | string | No | Optional title for the learning track entry; defaults to the base item title |
| `estimatedTime` | string | No | Estimated time to complete (e.g. "15 min", "1 hour") |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `id` | string (uuid) | Unique identifier of the created learning track |
| `training` | string (uuid) | UUID of the parent training |
| `baseItem` | string (uuid) | UUID of the linked base item |
| `title` | string | Title of the learning track entry |
| `estimatedTime` | string or null | Estimated completion time |
| `createdAt` | string | ISO timestamp of creation |

### `edit_training_learning_track`

Updates an existing learning track entry's fields. Provide the training UUID, the learning track UUID, and any combination of fields to update: title, estimatedTime, or baseItem (UUID of the linked item). Only provided fields are changed; omitted fields remain untouched.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `trainingId` | string (uuid) | Yes | UUID of the parent training document |
| `learningId` | string (uuid) | Yes | UUID of the learning track entry to update |
| `title` | string | No | New title for the learning track entry |
| `estimatedTime` | string | No | New estimated completion time (e.g. "15 min", "1 hour") |
| `baseItem` | string (uuid) | No | UUID of a different base item to link |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `id` | string (uuid) | Unique identifier of the updated learning track |
| `training` | string (uuid) | UUID of the parent training |
| `baseItem` | string (uuid) | UUID of the linked base item |
| `title` | string | Title of the learning track entry |
| `estimatedTime` | string or null | Estimated completion time |
| `createdAt` | string | ISO timestamp of creation |

### `remove_training_learning_tracks`

Removes one or more learning track curriculum steps from a training document. Provide the training UUID (find it via search_training or get_training_details) and identify steps by learningTrackIds (from learningTracks), titles (case-insensitive), and/or baseItems (linked document UUIDs). By default, publishes the training after removal so changes are visible outside edit mode. Set publish to false to update the draft only. Returns which steps were removed and which were not found.

| Parameter | Type | Required | Notes |
|---|---|---|---|
| `trainingId` | string (uuid) | Yes | UUID of the training document. Use search_training or get_training_details to find the training ID first. |
| `learningTrackIds` | array of string (uuid) | No | Learning track entry UUIDs to remove. Use id from learningTracks in get_training_details or search_training. |
| `titles` | array of string | No | Curriculum step titles to remove (case-insensitive). |
| `baseItems` | array of string (uuid) | No | Linked document UUIDs to remove (matches learning track baseItem). |
| `publish` | boolean | No | Whether to publish the training after removing steps so changes are visible outside edit mode. Defaults to true. Set to false to update the draft only. Default: `true`. |
| `versionTitle` | string | No | Optional version title when publish is true (e.g. 'Updated learning track'). Uses a timestamp if omitted. |

**Returns**

| Field | Type | Notes |
|---|---|---|
| `trainingId` | string (uuid) | UUID of the updated training document |
| `removed` | array of object | Learning track steps successfully removed Contains: `id`, `baseItem`, `title`, `estimatedTime`, `discriminator`, `sortOrder`, `createdAt` |
| `skipped` | array of object | Learning track steps that were not found on this training Contains: `id`, `title`, `baseItem`, `reason` |
| `published` | object or null | Published version snapshot when publish is enabled; null when publish is false |

---

*Generated from the MCP schema snapshot. Refresh: re-dump `data/mcp-schemas.json` from the live connector, then run `python3 scripts/generate_tool_reference.py`. In the production pipeline this runs on every deploy.*