canonry · git:20260910.cd66f63 · 2026-09-10 · sha256 02d658df09fce9b8
canonry git:20260910.cd66f63A
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--- 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 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. `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. **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)