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Managing sources requires the configure_playbook permission.

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Two ways to manage sources

You can manage playbook sources in the Deal Brain web app or over MCP from a connected AI platform. Both reach the same sources.
  • Web app — click Playbook in the left sidebar to open /app/dashboard/playbook. Click Upload Artifacts, top right, to add a source. Use this surface for files — MCP accepts pasted text only. The page has Overview and Artifacts tabs.
  • MCP — describe what you want in plain language. Use this for content you can paste as text, and when an agent is doing the configuring. The rest of this page follows this path, because every step is one prompt.

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Add a source

Content can be up to 500,000 characters, so full methodology documents are fine. Over MCP you paste content as text. To add a source from a file, use Upload Artifacts in the web app instead.

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Tag it well

Perspective and domains determine when Deal Brain reaches for a source. Getting them right matters more than the content being perfectly written. Set the subject when a source is about a specific entity — a named competitor, a particular product line. It’s how Deal Brain tells two competitor sources apart.

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Approve it

Processing runs first, then you approve:
Approve only after processing completes. Until then, the source isn’t used.

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Update a source

This clears approval and restarts processing. The source stops being used until you approve it again — which is the point. It stops approved content being silently replaced. Same applies to changing perspective, domains, subject, or title.

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Reprocess

If processing failed, or you think extraction missed something:
Admins can see failed sources; members can’t. If your team says a process question isn’t answering, check for failed sources first.

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Delete

Soft delete. It stops being used immediately.

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Concurrent edits

Sources carry a revision. If someone else edits a source between your reading it and writing it, your change is rejected. Re-list to get current state and reapply.

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What good coverage looks like

You don’t need everything on day one. In rough priority order:
  1. One sales_process source. Unlocks the synthesized process overview and answers the most common questions.
  2. A seller_playbook source. How your team is expected to run deals.
  3. product_reference. Stops Deal Brain guessing at your capabilities.
  4. Competitor sources, as they come up in real deals.
  5. company_reference with the voice domain. Improves drafts noticeably.