Knowledge / Office / Research Matrix (S2 — v2 capability-based)

Scenario S2. Strongest coverage in the current ecosystem: search, reference management, notes, synthesis, documents, and diagrams all have first-party harnesses; Python/native fallbacks fill the rest.

Schema: docs/cli-matrix/matrix_registry.schema.md. Matrix plan: docs/cli-matrix/cli-matrix-plan.md.

Install

cli-hub matrix install knowledge-research
cli-hub matrix info    knowledge-research
cli-hub matrix preflight knowledge-research --json

Provider selection constraints

1. Use preflight as an availability report, not as a provider selector.
2. Treat provider order as documentation order only.
3. Choose from user requirements, output quality bar, offline needs, credential state, install cost, and provider notes.
4. Escalate to paid or metered APIs only when credentials are already present or the user explicitly consents.

Offline context? Filter to offline: true providers.

Preflight

Run cli-hub matrix preflight knowledge-research --json first. Use the manual block below for extra probes or older cli-hub versions.

cli-hub list --json
python - <<'PY'
import importlib.util
for m in ("pyzotero","bibtexparser","trafilatura","readability","httpx","playwright",
          "python_docx","openpyxl","pptx","reportlab","pypdf","pdfplumber","weasyprint",
          "langchain","llama_index","haystack"):
    print(m, importlib.util.find_spec(m) is not None)
PY
for b in pandoc qpdf pdftk exiftool latexmk tex dot mermaid plantuml hugo mkdocs jekyll; do
  command -v "$b" >/dev/null && echo "$b: yes" || echo "$b: no"
done
for e in OPENAI_API_KEY ANTHROPIC_API_KEY GOOGLE_API_KEY PERPLEXITY_API_KEY TAVILY_API_KEY \
         SERPAPI_API_KEY BRAVE_API_KEY FIRECRAWL_API_KEY \
         NOTION_API_KEY SEMANTIC_SCHOLAR_API_KEY WORDPRESS_TOKEN GHOST_ADMIN_KEY; do
  [ -n "${!e}" ] && echo "$e: set" || echo "$e: unset"
done

Suggest-to-user template

To enable <capability> via <provider>, please set <ENV_VAR>.
  Cost: <cost notes>
  Quality: <quality tier>
Reply 'skip' to fall back to <next provider>.

Example: To enable live Notion sync via the Notion API, please set NOTION_API_KEY. Cost: free tier suffices for most users. Quality: sota (round-trips block/page IDs). Reply 'skip' to fall back to local Obsidian vault + manual paste.

Capabilities

research.search — web / literature search

research.retrieve — fetch article text / scrape pages

research.reference — citations, BibTeX, references

knowledge.note — note-taking / PKM

knowledge.outline — outlining

knowledge.synthesize — multi-doc synthesis / summarization

document.author — write docs (DOCX, XLSX, PPTX, PDF)

document.format — convert / reformat

document.pdf — manipulate PDFs (split, merge, OCR, extract)

diagram.create — diagrams, flowcharts, architecture

publish.web — publish articles / blog posts

publish.latex — build PDFs from LaTeX

Recipes

• literature-review — survey a topic, extract key papers, synthesize. Uses: research.search, research.retrieve, research.reference, knowledge.synthesize, document.author.

• meeting-to-doc — turn a recorded meeting into a structured document. Uses: text.transcribe (via S1 matrix), knowledge.synthesize, document.author, document.format.

• blog-post — research → write → publish. Uses: research.search, research.retrieve, knowledge.synthesize, document.author, publish.web.

• paper-draft — research + citations + LaTeX. Uses: research.reference, knowledge.synthesize, document.author, publish.latex.

• competitive-brief — fetch competitor pages, extract positioning, produce a briefing deck. Uses: research.retrieve, knowledge.synthesize, document.author (PPTX).

• pdf-book-digest — ingest a PDF book, OCR if needed, produce chapter summaries + quote file. Uses: document.pdf, knowledge.synthesize, knowledge.note.

Known gaps

• Notion — Notion API exists as an escalation, but there is no harness for local-first Notion workflows. Recurs in S11 (team comms).
• Google Docs / Microsoft 365 live editing — API path only.
• LaTeX harness — latexmk + Tectonic cover the native path, but no agent-native wrapper yet.
• Translation — no first-party CLI; Python fallback and APIs only.

Agent guidance

• Run preflight once per session. Many capabilities have strong Python or native paths that bypass the need to install anything.
• Prefer local for sensitive docs (legal, health, internal): use Obsidian + local LLM + whisper rather than cloud APIs.
• Citations are load-bearing — for academic work always route through research.reference so bibliographies stay consistent.
• Chain document.format at the end, not the middle: author in the richest source format (markdown or LaTeX) and convert last.
• Workspace discipline — one directory per project; keep refs.bib, source markdown, figures, and output PDFs colocated.