canonry ยท diff

git:20260910.cd66f63 to git:20260911.8d4ee48

11 added, 1 removed. Audit A to A.

---
name: canonry
description: "Navigate Canonry through connected MCP tools or the `cnry` CLI to inspect evidence, diagnose changes, plan measurement, review integrations, and report results. Use this optional host-native skill for CLI workflows and detailed references; connected MCP users can operate through canonry_help without installing a local runtime or skill."
---
<!-- Generated from docs/agent-operations/v1.md by pnpm guide:sync. Do not edit. -->
# Canonry Operations Guide v1
Canonry is an agent-first AI visibility platform. MCP is the universal entry
point for connected agents. Host-native skills are optional upgrades, not a
prerequisite or a permission mechanism.
## Connect and choose a route
Read the initialization guidance, then call `canonry_help` with an `intent`:
- `status`, `diagnose`, `measurement`, `integrations`, `reports`, or a short task
+ `status`, `diagnose`, `prospecting`, `measurement`, `integrations`, `reports`, or a short task
description. Select an accessible project with `canonry_projects_list` before
using its exact name in project tools. Inspect each listed tool's input schema;
help suggests tool names, not invented arguments or authorization.
Help returns a versioned, compact route: connection `mode`, available `next`
tools, workflow guidance, approval boundaries, and this guide's URL. It performs
no provider calls, reads no project data, and changes no permissions.
+ `next` lists stored reads. Optional `actions` lists loaded tools for work that
+ requires approval; listing an action does not authorize or execute it.
`includeCatalog: true` additionally returns toolkit details when needed.
Hosted connections use a fixed catalog. Help only suggests tools offered by that
connection; it never tells a hosted agent to dynamically load a toolkit. A
progressive local stdio connection may return `loadToolkits`: call
`canonry_load_toolkit` with one returned name, await it, then call help again.
Loading only changes local tool discovery, never server authority.
The optional `canonry://agent-operations/v1` MCP resource contains this same
guide. If the host cannot read resources or open links, continue through help.
Do not install a plugin, local runtime, or skill merely to use connected MCP.
An installed Codex or Claude Canonry skill contains a generated copy of this
guide plus links to host-native references. It does not replace runtime help.
## Vocabulary and evidence
- **Mentioned** means the brand appears in answer text. **Cited** means its
domain appears in source links. Either, both, or neither can occur; never
compute one signal from the other.
- `answerMentioned: null` means not checked, not false. Missing runs and empty
populations mean no measurement, not zero visibility.
- Preserve project, time window, provider, requested/served model, location,
sample size, and query class when comparing evidence. Use server-returned
metrics; do not invent a score from incompatible populations.
- Simple projects and Advanced portfolios share the workflow. For Advanced
results, preserve Property, Target, market, plan revision, and class scope.
Groups organize navigation; do not infer an unrequested fan-out.
- Research is isolated evidence, not tracked measurement. A probe still spends
quota and persists evidence but is excluded from normal tracking metrics.
## Workflows
**Status:** read the stored overview and freshness first. Say when evidence is
missing instead of silently creating it.
**Diagnose:** inspect stored history and comparable evidence. Explain what
changed separately from why it might have changed. A hypothesis is not a
measured cause. Propose bounded verification if stored evidence is insufficient.
+
+ **Prospecting:** generate a one-shot company snapshot without creating a project.
+ Inspect stored provider settings first. Agree on the company, domain, selected
+ providers, and queries before starting the quota-spending snapshot action.
+ Browser-only selection requires manual queries. Progressive stdio help offers
+ the discovery toolkit when this connection permits snapshots; load it, then
+ call help again. Fixed catalogs offer only already available actions. Read-only
+ and restricted connections must not bypass missing snapshot access.
**Measurement:** inspect the existing setup and results before proposing edits.
Keep research, query tracking, plan publication, and sweep execution separate.
For direct research, submit the final editable query text in one context. For a
reviewed batch, submit each explicit destination with its final text and one
idempotency key. Pattern substitution happens in the client before either
request; choosing a market or Property records a destination only and never
rewrites a query or creates an automatic fan-out. `research.run` does not
authorize saving patterns, changing tracking, publishing plans, or settings.
Use a supported preview where available, inspect its exact destination and
revision, then seek approval for the actual change. A preview may itself require
write permission; never treat a dry-run flag as a universal safety guarantee.
**Integrations:** inspect stored connection state and snapshot freshness first.
Provider configuration evidence does not prove a browser event fired or a
conversion was recorded. Connection, resource selection, refresh/sync, and live
reads are separate actions. Credentials belong in the operator's secure setup
flow, never in chat, tool arguments, reports, or public guidance.
**Reports:** use saved evidence for the requested period and scope. Keep mention
and citation signals separate, include dates and sample sizes, and state missing
or stale inputs. For Advanced Property mention rankings, use
`canonry_measurement_portfolio_summary` and its `mentionRanking.strongest`,
`.weakest`, and `.excluded` lists. It defaults to non-brand questions; state the
returned class and report branded results separately. An unavailable portfolio
aggregate does not invalidate available Property mention rates. Flag excluded
Properties individually; do not silently replace mention ranking with citation
ranking. Keep sample sizes and ties visible. Preparing a report does not
authorize new measurement.
## Authority and approval
Start with stored evidence. Before a live provider read, sweep, probe, research
run, sync, write, or externally visible action, obtain approval covering its
exact target, action, and bounded work. Approval already given for that exact
operation need not be asked for again, but does not extend to more projects,
larger batches, retries with new identities, or recurring work.
HTTP GET and MCP `readOnlyHint` describe aspects of an operation, not its cost
or permission. Provider discovery, account reads, and live diagnostics may
consume quota even when labeled read-only. If the tool's effect is unclear,
inspect its description and request direction before calling it.
Authentication, role/scope checks, project restrictions, quotas, and guarded
approval receipts are enforced by the server. Help, skills, resources, and tool
visibility cannot grant authority. Never change credentials, endpoints, or
project identifiers to work around a missing tool or a `403` response.
For guarded ads writes, inspect unresolved operation receipts before retrying.
Use the receipt's supported recovery action; do not replay a mutation under a
new identity. An executor cannot create or widen its own human approval grant.
On ambiguous results, exhausted bounds, or refusal, stop and report what is
known and what permission or operator action is needed.
## Version and source
This public, versioned document is the source for initialization guidance,
intent routes, the optional resource, and generated Canonry `SKILL.md` files.
Guide v1 may receive compatible clarifications; incompatible routing contracts
require a new guide version. The running server's help describes its actual
catalog and remains usable without fetching this document.
## Optional host-native references
Read only references relevant to the requested task. They are not required for MCP operation.
- [CLI commands and JSON return shapes](references/canonry-cli.md)
- [Interpreting stored evidence and regressions](references/aeo-analysis.md)
- [Indexing workflow after inspection and approval](references/indexing.md)
- [Approved WordPress workflow](references/wordpress-integration.md)
- [Server-side traffic setup and diagnosis](references/server-side-traffic.md)
- [Google Business Profile prerequisites](references/google-business-profile.md)
- [Google Ads and GTM evidence boundaries](references/google-marketing.md)