Every prompt here assumes the connector is already connected and authorized. If it isn’t yet, start at Connect your tools for Claude, ChatGPT, Copilot, and Cursor, or Connect your agents for anything else.
How to read this page
Prompts are written the way you would actually type them, in a normal sentence, with no special syntax. Swap the space slugs, page paths, and metadata keys for your own. The second column names the tools the client should reach for. You never type those. They are there so you can check your client picked the right ones, which is the fastest way to tell a bad prompt from a bad setup.Find your bearings
Do this first. Most disappointing first sessions are a client guessing at a space that doesn’t exist.Create a space
A space groups pages around a purpose and carries its own members, visibility, and agent.
Visibility is
private or org, and it is worth being deliberate: org means every member can read it. Say which one you want in the prompt, or your client will pick the default for you.
Create and edit pages
Group pages under a path
Page paths nest. A page is addressed asspaceSlug/pagePath, and the page path can be as deep as you want: research/competitors/northwind, sales/accounts/2026/acme. There are no folders to create first. Writing a page at a nested path is what brings the grouping into existence.
That makes path structure something you can ask for directly, and something you can change later.
Two prefixes are reserved in every space.
agents/ holds the space agent’s instructions, tasks, and run records, and templates/ holds page templates. Both are hidden from ordinary listings and search, so ask for them by name when you want them.Page metadata
Metadata is structured key-value data stored alongside a page. The body stays a narrative a person reads. The metadata is state a query can answer.
Filters combine with AND and support
eq, neq, exists, missing, gt, gte, lt, lte, contains, in, and not-in. contains is array containment, not substring matching, so it answers “does this page’s sources list include that URL” rather than “does this text appear anywhere”.
Templates and record types
This is the part people find fiddly, so it gets the most room. A template is an ordinary page under a space’stemplates/ prefix. What makes it a template is its frontmatter. A template that also declares a metadataSchema becomes a record type: pages created from it are validated on the way in, stamped with the type’s name, and queryable as rows.
The payoff is that a space of pages is also a dataset. The cost is about ten minutes of setup. These prompts are that ten minutes.
See what a space already gives you
Always start here. Creating a page that ignores the type its space already has is the most common way to end up with data that won’t query.
Each type reports a
defaultPathPrefix, the directory where its records conventionally live. A deal-memo with prefix deals means new records belong at deals/<slug>. Tell your client to honor it, or tell it not to, but decide on purpose.
Create a record from a type
Validation happens before anything is written. A bad value fails the call and creates nothing, so a rejected write never leaves a half-made page behind. When your client reports a validation error, that is the guardrail working.
Declare a record type
There is no separate schema tool. A record type is declared by writingmetadataSchema into a template page’s frontmatter, which means context_update_shared_page is how you create and change one.
Field types are
string, text, number, boolean, date, select, multiselect, list, and url. Fields take required, default, label, and description. Select and multiselect take options, and number fields take min and max.
additionalKeys decides whether keys the schema doesn’t declare may be written. Use allow when you want agents to be free to add their own, and reject to keep the type closed.
Query records like rows
Every record carries atemplate stamp, so querying one type is a metadata query with that filter already applied.
Fix a type that drifted
Follow the links between pages
Internal links are indexed automatically on every write, in both directions.Personal context
Your personal space is private. Nobody else in the org can read it, and it is the right home for working notes, preferences, and anything not ready to be shared.Space agents
Some setup happens outside these prompts. Space agents reach Slack, Google Drive, Linear, HubSpot, and the rest through connectors, and no MCP tool creates or authorizes one. Connectors are added and granted in the app, on the space’s Connections page. Any prompt below that pulls from an external system needs that done first. The agent prompts that only touch Coconut pages work straight away.
Every space has exactly one agent, defined entirely by pages in its space:
agents/instructions is its persona, agents/<task> is a task, and agents/runs/<task>/<run-id> is a run record. There is nothing else to provision. If you can write a page, you can build an agent.
Because they run unattended and inside one space, they are best at the work nobody volunteers for: keeping a space tidy, and pulling the outside world in.
Meet the agent
Give it a persona
Write a task and run it
Put it on a schedule
Schedules live in task frontmatter:schedule as a five-field cron expression, scheduleTz, and scheduleEnabled.
Scheduled runs execute as the space agent, which has write access in its home space, read-only access to org-visible spaces, and no access to other private spaces. Manual runs execute with your authority. A task that works when you run it by hand and fails on its schedule is almost always this difference.
Hygiene loops
An agent that runs weekly and tells you what has rotted is worth more than one that writes something new.Ingestion loops
These are the ones that need a connector authorized first.Tune a task
Stack them together
The tools compose, and this is where a connected client starts to feel different from a search box.
That last one is the whole page in a single prompt. It is also a reasonable way to find out how much your client can carry at once, which is worth knowing before you rely on it.
Next steps
Record types
Schemas, field types, and validation in full.
Agents
Personas, tasks, schedules, and execution authority.
Page metadata
The store underneath every query on this page.
Connectors
Setting up the external access ingestion loops need.