• LOCATE
  • VERIFY
  • AUDIT
  • HUMAN

How to find specific client documents with your AI

Connect FutureVault to your agent to turn your file storage into a searchable knowledge base. Once connected, your agent navigates your folder hierarchy to locate files and check their status.

Ask AI about this page

Short answer

Can my AI find files in FutureVault?

Yes. Your agent can browse your folder structure and pull specific metadata for any file it finds. This allows you to confirm if a document exists or check its last updated timestamp without manual searching.

The results you get

Where your data lands

The agent handles the navigation so you don't have to click through nested folders.

LOCATE

Instant file discovery

The agent crawls your vault to find exactly where a specific client file lives. You get the path immediately.

VERIFY

Metadata confirmation

Your agent pulls file details like size or timestamps. This confirms you have the right version of a document.

AUDIT

Folder status checks

Ask your agent to list what is inside a specific directory. It identifies missing or extra files in seconds.

HUMAN

Manual file edits

The AI can find and read data, but it cannot move, rename, or delete your files. You retain full control over the vault.

The workflow

What your AI does when you ask for a file.

The agent follows a logical path from the top-level folders down to the specific file details you need.

  1. Map the vault

    The agent identifies the available directory structure to understand where client data is organized.

    list_vault_folders

  2. Locate the file

    Once it finds the right folder, the agent looks through the contents to find your target document.

    list_folder_documents

  3. Check file details

    The agent pulls the specific metadata for that file to verify its properties.

    get_document_metadata

  4. Report findings

    The agent presents the file path, name, and status directly in your chat interface.

    get_document_metadata

Try it

Copy these to start.

Use these prompts to trigger the search immediately.

Starting points

These are simple ways to start. Swap out the folder names or client names with your actual data.

FutureVault Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_ci3ExVARNMoKP1tBM2KCm39IlKeyYthH0Two2RV7/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — FutureVault capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "futurevault-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ci3ExVARNMoKP1tBM2KCm39IlKeyYthH0Two2RV7/mcp"
    }
  }
}
Copy into chat04

  • List all the folders in my FutureVault so I can see the client structure.

  • Find the latest signed contract in the Acme Corp folder.

  • Check the metadata for the 'Project_Alpha_Specs' file to see when it was last modified.

  • Are there any documents in the Smith & Co folder that don't have a timestamp?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect FutureVault once, then ask.

Click the link below to link your account. Your credentials stay encrypted and secure, and you can start asking questions right away.

Connect FutureVault to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete files in my vault?

    No. The agent can only read folder structures and file metadata. It has no permission to delete or modify files.

  • 02

    Can I ask the AI to rename a document?

    No. The agent can find and identify files, but all file management like renaming or moving stays with you.

  • 03

    Does the AI see all my files?

    The agent can see any file within the folders it is permitted to list through the connected vault.

  • 04

    Can the AI read the actual text inside my PDFs?

    The agent uses metadata to confirm a file exists and its properties, but it does not perform full-text OCR on the documents themselves.

  • 05

    How does the AI know which folder to look in?

    It uses the folder list to navigate the hierarchy until it reaches the directory containing your target file.

  • More questions about FutureVault? The Connector page answers them. See everything the FutureVault Connector can do

Connect FutureVault to Claude, Cursor, ChatGPT & more