Library

Library is the workspace area for shared knowledge and supporting resources. It keeps files, folders, notes, skills, integrations, MCP tools, calls, whiteboards, attachments, and archived content close to the workflows that use them.

What belongs in Library

• Files and folders: Shared documents, uploads, and supporting material.
• Notes: Markdown notes that can capture process, research, or handoff context.
• Skills: Reusable instructions or capabilities for workspace workflows.
• Integrations: Connected external systems or credentials when available.
• MCP tools: Tools that can expose external capabilities to Workbase workflows.
• Calls and whiteboards: Collaboration artifacts.
• Attachments: Files connected to other workflows.
• Archive: Content that is no longer active but may need to be reviewed.

How Library connects to the workspace

Library items can be resources. That means they can appear in search, be previewed, be related to other resources, and be used as agent context when supported.

Best practices

1. Organize by workflow

   Use folders that match how the team works, not just departments.

2. Use notes for living context

   Use Markdown notes for process instructions, customer context, and handoff material that changes over time.

3. Relate files to records

   Link important files or notes to records, tasks, conversations, or agent runs when they explain the work.

4. Keep tools reviewed

   Review integrations and MCP tools regularly so agents and teammates use trusted capabilities.

When to use Library instead of Data

Use Data for structured records and fields. Use Library for documents, instructions, files, notes, and supporting context. If a piece of information should be filtered, sorted, enriched, or reported on, it probably belongs in an object or list.

Related guides