AI with WorkStream Manager

Use AI with WorkStream Manager Beta

Use the AI tools already in WorkStream Manager, or connect the AI you already use so it can read and write your pages through the FYI Pages MCP server.

This page is in Beta. Sign in to use the built-in tools. Verified accounts can create one MCP token in Settings and use it from Cursor, Claude, or another MCP client. Skills tell your AI how to use those tools safely.

Built-in AI tools

Open AI Tools in the header. These tools need an account. Double-check what AI writes; it can be wrong.

Research

Start from a topic. WorkStream Manager researches it, creates a page, and saves it to your cloud docs.

Think AI

Turn documents, pasted text, or images with text into a new page, or add the result to the page you have open.

Image to Page

Drop an image that contains text. WorkStream Manager reads it and appends the extracted content to the last column of the open page.

WSM AI

Ask, rewrite, summarize, make a checklist, or create a note page from a chat. You can save reusable prompts in this browser.

YT Channel Brief

Paste a YouTube channel, playlist, or video link. WorkStream Manager lists videos and writes a short summary of each one, with a Watch link.

Page AI and Note AI

On an open page, ask for improvements, organization, or missing notes. On a selected note, ask to explain it, expand it, or give an example.

Connect your own AI with MCP

MCP lets your AI client call WorkStream Manager page tools over HTTPS. You stay in Cursor, Claude, or another MCP app, and the pages land in your cloud docs.

Set it up

Sign in to WorkStream Manager and verify your email from Settings.
Open Settings and choose Get MCP Token. Copy the one token for your account.
Add the FYI Pages MCP server to your AI client. Keep the trailing slash on the URL.
Create a skill with one of the prompts below so your AI uses the native page tools.

MCP endpoint

https://api.fyinotes.com/mcp/

Cursor MCP config example

Put your token in an environment variable. Do not commit it. Restart the AI client after you change this file.

{
  "mcpServers": {
    "fyi-pages": {
      "url": "https://api.fyinotes.com/mcp/",
      "headers": {
        "Authorization": "Bearer YOUR_MCP_TOKEN"
      }
    }
  }
}

Skills

A skill is a short instruction file your AI loads when you ask it to work with WorkStream Manager pages. In Cursor, save it as SKILL.md under .cursor/skills/ in a project or in your personal skills folder. Other AIs can use the same text as a custom instruction or project skill.

Prefer native tools: create_fyi_page, get_fyi_page, add_fyi_notes, and update_fyi_notes.
Pass updt from the last read or write so you do not overwrite a newer cloud page.
Use update_project_page only when you want the whole page rebuilt from markdown. That path replaces note ids.
Read the agent markdown spec at /fyi-page-instructions.md before creating a downloadable .fyi file.

Prompts to create the skills

Paste a prompt into your AI and ask it to save the result as a skill.

FYI Pages MCP skill

Creates a skill that uses the MCP server to read and write pages.

Create a skill named fyi-pages-mcp.

When I work with WorkStream Manager pages from an AI client, use the FYI Pages MCP server.

Include these rules in the skill:
- MCP server name: fyi-pages
- Endpoint: https://api.fyinotes.com/mcp/ (trailing slash required)
- Auth: Authorization Bearer token from WorkStream Manager Settings, Get MCP Token. Verified accounts only. One token per account.
- Prefer native tools: create_fyi_page, get_fyi_page, add_fyi_notes, update_fyi_notes.
- Use add_cloud_pin_notes only when I ask to pin something.
- Do not use update_project_page unless I explicitly want the whole page rewritten from markdown. That path destroys existing note ids.
- Always pass updt from the last read or write.
- Note types: 1 text, 2 expandable, 3 large, 4 URL, 5 rule, 7 header, 11 JSON, 12 Mermaid.
- Before creating a local .fyi file, read the agent spec at https://workstreammgr.com/fyi-page-instructions.md.
- Keep page content safe: no scripts, event handlers, iframes, forms, or invented URLs.
- Do not put passwords, secrets, or highly sensitive personal information on a page.

Save it as SKILL.md with YAML frontmatter name and description, then a markdown body the agent can follow.

.fyi page format skill

Creates a skill for valid .fyi JSON when you want a file instead of a live cloud page.

Create a skill named fyi-page-format.

When I ask you to create a .fyi file or an WorkStream Manager page as a downloadable file, follow the official agent spec at:

https://workstreammgr.com/fyi-page-instructions.md

Rules:
- Return only valid JSON. Do not wrap it in markdown.
- Use matching note ids in d and b.
- Prefer native MCP tools when the fyi-pages server is connected, instead of emitting a raw file, unless I ask for a file.
- Use page meta version 18, note version 12, and pub version 4.
- Use ty 7 for headers, 1 for text, 2 for expandable notes, 3 for long notes, 11 for JSON, and 12 for Mermaid.
- Keep the JSON safe: no scripts, event handlers, iframes, forms, or invented links.

.fyi page definition

AI tools, scripts, and skills that create pages outside the app should follow the official .fyi JSON definition. Agents should fetch the markdown spec.

https://workstreammgr.com/fyi-page-instructions.md

Raw agent markdown Agent spec page Open the .fyi definition Open AI Tools