1. Prepare a reference page
Create or choose an approved checklist in Company. Give it a clear title and link it from the index. Confirm it appears in Search.2. Connect a file-capable tool
Pair its machine through Connections → Connect an agent. Let the setup prompt install the replica and harness skills, then checknlkb doctor.
Ask the tool:
3. Connect a remote client
Create a separate Remote MCP connection, select the required vault, and configure the endpoint in the client’s supported connector settings. Complete OAuth or secure Bearer-key setup. Ask it to runorient, search for the same checklist, open it, and summarize
with the source path. Remote MCP does not require the desktop viewer or a local
folder.