Skill: Google Doc Export

Purpose

Create properly formatted Google Docs via the MCP API. Prevents common issues: text/image overlap, broken heading hierarchy, excessive whitespace, inconsistent formatting.

Section 0: Quick Decision Tree — START HERE

Step 1: What type of document are you creating?

• Analysis report/writeup → Use .docx → Google Docs workflow (Section A) with helpers/export/gdoc_builder.py
• Simple text-only doc (meeting notes, memo) → Use direct MCP API (Section B)
• Non-analysis document (proposal, spec) → Check helpers/INDEX.md for helpers, else use python-docx directly

Step 2: Choose your approach based on document type:

✅ Recommended: .docx → Google Docs Conversion (use for 90% of cases)

When: Any doc with charts, tables, or complex formatting (analysis reports, writeups)

Why: Most reliable. Avoids index calculation errors, handles images/tables automatically, always creates local backup.

How:

# 1. Use helpers/export/gdoc_builder.py to create .docx locally
# 2. Upload with conversion flag
upload_file_to_drive(
    file_path="/path/to/report.docx",
    convert_to_google_doc=True
)
# 3. Done! Returns Google Doc URL

Available MCP function: mcp__google-docs__upload_file_to_drive(file_path, convert_to_google_doc=True)

Alternative: Direct MCP API Calls (simple text-only docs)

When: Quick text-only docs with no images/tables (meeting notes, simple memos)

Which server: This repo's doc agents (google-doc-creator, google-doc-reviewer) target the google-workspace MCP server, whose Docs functions are create_doc, insert_doc_elements, insert_doc_image, inspect_doc_structure, batch_update_doc, update_paragraph_style, and get_doc_as_markdown. Drive uploads (upload_file_to_drive, upload_image_to_drive) come from the google-docs server. auth-preflight detects which servers are installed; call only functions the installed server exposes (Section F lists both).

Section A: Using the .docx → Google Docs Workflow (RECOMMENDED)

This is the easiest and most reliable approach for complex documents.

Step 1: Generate .docx Locally

IMPORTANT: Always check for existing helpers before writing .docx code from scratch.

Option 1A: Use helpers/export/gdoc_builder.py (PREFERRED for analysis documents)

When to use: Creating analysis reports, findings writeups, or any document following the Analysis Readout template (Context → Summary → Analysis → Next Steps → Resources).

Why: Pre-built, tested, handles all formatting automatically. Don't reinvent the wheel.

from helpers.export.gdoc_builder import build_readout

# Build structured analysis document
doc_data = {
    "title": "Q1 Analysis",
    "findings": [...],  # Your analysis content
    "charts": ["/path/to/chart1.png", "/path/to/chart2.png"]
}

docx_path = build_readout(doc_data)  # Returns path to .docx file

The builder automatically applies:

• Proper heading hierarchy (H1 → H2 → H3 → H4)
• Bold labels ("The Insight:", "Why this matters for product:")
• Chart embedding at 6 inches wide with captions
• Figure numbering
• Professional spacing
• Analysis Readout template structure

Option 1B: Use python-docx directly (ONLY if no helper exists)

When to use: Creating non-analysis documents (proposals, specs, design docs) that don't fit the Analysis Readout template.

Requirements:

• Check helpers/INDEX.md first to verify no helper exists for your use case
• If building from scratch, create the .docx with proper heading hierarchy
• Always save to the repo's outputs/ directory
• Use descriptive filename with date suffix: report_[title]_[YYYYMMDD].docx

Example:

from docx import Document
from docx.shared import Inches, Pt
from docx.enum.text import WD_ALIGN_PARAGRAPH

doc = Document()
# Add title
title = doc.add_heading('Document Title', level=1)
# Add content sections...
# Add charts
doc.add_picture('/path/to/chart.png', width=Inches(6))
# Save
doc.save('outputs/report_title_20260404.docx')

Step 2: Upload with Conversion

CRITICAL: The local .docx file IS your backup. Do not delete it.

result = mcp__google-docs__upload_file_to_drive(
    file_path=docx_path,
    convert_to_google_doc=True
)

# Returns: {"file_id": "...", "url": "https://docs.google.com/document/d/..."}

Step 3: Confirm Deliverables

You now have TWO deliverables (always provide both to the user):

1. Live Google Doc - result["url"]
   • Editable, shareable, lives in Google Drive
   • Charts embedded permanently (no expiration)
2. Local backup - docx_path
   • Archival copy in /outputs/ directory
   • Useful for version control, offline access
   • REQUIRED: Always mention both the Google Doc URL AND the local file path in your response to the user

Why This Works Better

Google's .docx converter handles:

• Image placement (no index calculation needed)
• Table creation (no manual cell population)
• Bold/italic/heading styles
• Spacing and layout

No risk of index invalidation, no image timing issues, no expiring image URLs.

Section B: Direct MCP API Approach (Simple Docs Only)

For simple text-only documents, you can use MCP functions directly.

Create and Populate

# 1. Create blank doc
result = mcp__google-docs__create_document(title="Meeting Notes")
doc_id = result["document_id"]

# 2. Add formatted content
content_blocks = [
    {"type": "heading1", "text": "Meeting Notes\n"},
    {"type": "body", "text": "Attendees: Alice, Bob\n\n"},
    {"type": "heading2", "text": "Discussion Points\n"},
    {"type": "body", "text": "We reviewed the Q1 results...\n"}
]

mcp__google-docs__write_formatted_content(
    document_id=doc_id,
    content_blocks=json.dumps(content_blocks)
)

Insert Images (if needed)

# 1. Upload image to Drive first
image_result = mcp__google-docs__upload_image_to_drive(
    file_path="/path/to/chart.png"
)
image_url = image_result["url"]

# 2. Read doc to find insertion index
doc_content = mcp__google-docs__read_document(document_id=doc_id)
# Find the index where you want the image

# 3. Insert image with BOTH width and height
mcp__google-docs__insert_image(
    document_id=doc_id,
    image_url=image_url,
    width_pts=400,
    height_pts=300  # REQUIRED - calculate from aspect ratio if needed
)

Critical: Always specify BOTH width_pts and height_pts. Omitting height causes API error.

Section C: Document Structure Standards

Standard Analysis Document Template

Use this structure for analysis reports:

• Text inserted before images — all text content must be in the doc before any image insertion. Images shift all indices.
• Images in dedicated paragraphs — every image gets its own paragraph. Never insert an image into a paragraph that already contains text.
• Bottom-to-top image insertion — insert the last section's image first, then work backwards. Prevents index invalidation.
• Heading hierarchy is clean — exactly one H1, H2 for sections, H3 for subsections. No skipped levels.
• No more than 2 consecutive empty paragraphs anywhere in the document.
• Drive file IDs used for images — never public-host URLs (they expire and leak data).
• Table spacing — every table must have 1 empty paragraph before and after it. Text must never run directly into a table or start immediately after one.
• No stub headings — never insert a heading without body content beneath it. If data for a section doesn't exist, omit the heading entirely.
• Both width AND height specified for images — insert_image requires both; omitting height is an API error.

Section B: Document Structure Template

Standard Analysis Document

H1: [Document Title]
    [Subtitle — scope, date, author]

H2: Executive Summary
    [3-5 sentence overview]
    [Numbered key findings — max 3]
    [Bottom line statement]

H2: Section 1: [Topic]
    [Chart image — centered, 400pt wide]
    [The Insight: bold label + finding]
    [Supporting evidence paragraphs]
    [Why this matters for product: bold label + implication]

H2: Section 2: [Topic]
    ... (repeat pattern)

H2: Data Quality and Limitations
    [Outlier investigation]
    [Sample size notes]
    [Methodology caveats]

H2: Recommendations
    [Numbered list of actionable recommendations]
    [Each with a bold title + explanation paragraph]

H2: Appendix
    [Summary statistics tables]

Section Spacing Rules

After H1:          2 empty paragraphs
After H2:          1 empty paragraph
Before chart:      1 empty paragraph
After chart:       1 empty paragraph
Before table:      1 empty paragraph
After table:       1 empty paragraph
Between sections:  2 empty paragraphs (includes the pre-H2 spacing)
Between paragraphs: 0 empty paragraphs (natural paragraph spacing)
After bullet list:  1 empty paragraph

Spacing Rules

After H1:          2 empty paragraphs
After H2:          1 empty paragraph
Before chart:      1 empty paragraph
After chart:       1 empty paragraph
Before table:      1 empty paragraph
After table:       1 empty paragraph
Between sections:  2 empty paragraphs
Between paragraphs: 0 empty paragraphs (natural spacing)
After bullet list:  1 empty paragraph

Bold Labels (Auto-Applied by gdoc_builder)

These phrases should always be bold when they appear at the start of a paragraph:

• "The Insight:"
• "Why this matters for product:"
• "Bottom line:"
• "Key context:"
• "Data quality flag:"
• "Sample size warning:"

Section D: Image Sizing Reference

Standard chart:     width=400, height=300  (4:3 ratio)
Wide chart:         width=500, height=280  (16:9 ratio)
Square chart:       width=350, height=350  (1:1 ratio)
Small inline:       width=250, height=200  (for side notes)

Always specify both width and height. If only one dimension is known, calculate the other from the image's aspect ratio.

Section E: Common Pitfalls

Section F: Quick Reference - Available MCP Functions

Two MCP servers appear in this repo. Use the one that is installed (auth-preflight reports it); do not mix a function from one with a document created on the other.

# google-workspace server — used by google-doc-creator and google-doc-reviewer
mcp__google-workspace__create_doc(title) → {"document_id": str}
mcp__google-workspace__insert_doc_elements(document_id, elements)      # text, headings, tables
mcp__google-workspace__insert_doc_image(document_id, image_url, index, width, height)
mcp__google-workspace__inspect_doc_structure(document_id, detailed=True) # indices for edits
mcp__google-workspace__batch_update_doc(document_id, requests)          # raw Docs API batch
mcp__google-workspace__update_paragraph_style(document_id, ...)
mcp__google-workspace__get_doc_as_markdown(document_id)

# google-docs server — simple text-only docs and Drive uploads
mcp__google-docs__create_document(title) → {"document_id": str}
mcp__google-docs__read_document(document_id) → str
mcp__google-docs__append_text(document_id, text) → status
mcp__google-docs__write_formatted_content(document_id, content_blocks) → status
mcp__google-docs__insert_image(document_id, image_url, width_pts, height_pts) → status
mcp__google-docs__upload_image_to_drive(file_path, file_name) → {"file_id": str, "url": str}
mcp__google-docs__upload_file_to_drive(file_path, convert_to_google_doc) → {"file_id": str, "url": str}

The .docx → Google Docs workflow (Section A) needs only upload_file_to_drive and is the recommended path for any document with tables or images.

Section G: Citation Pattern & Provenance Appendix

When creating analysis documents with findings, embed provenance data at three levels:

Level 1: Data Stamps (Always Present)

Every finding paragraph must include a data stamp inline, immediately after the finding title or key claim:

**Finding 1: Mobile converts at half the rate of desktop**
[50K rows | Jan-Mar 2026 | EVENTS | Confidence: B (82/100)]

Data stamps are built via helpers/provenance/provenance_assembler.py:

from helpers.provenance.provenance_assembler import build_data_stamp, render_data_stamp

stamp = build_data_stamp(
    row_count=50000,
    date_range="Jan-Mar 2026",
    primary_table="EVENTS",
    confidence_grade="B",
    confidence_score=82,
)
# stamp["one_liner"] = "[50K rows | Jan-Mar 2026 | EVENTS | Confidence: B (82/100)]"

In .docx via gdoc_builder.py, data stamps render as a small italic paragraph below each finding heading. In direct MCP mode, insert as body text with 9pt font and muted gray color.

Level 2: Citation Links + Provenance Appendix

For Tier 2+ analyses, add citation markers and a provenance appendix.

Two-pass approach:

Pass 1 — Build content:

1. For each finding, insert a citation marker [F1] after the data stamp

2. At the end of the document (before any existing Appendix), add:

   H2: Provenance Appendix
   
   H3: F1: Mobile converts at half the rate
   **Data:** [50K rows | Jan-Mar 2026 | EVENTS | Confidence: B (82/100)]
   **Methodology:** segmented comparison, COUNT by device
   **SQL:**
   ```sql
   SELECT device, COUNT(*) FROM events GROUP BY device

   Cross-verification: Type B: Parts-to-whole — Verified (PASS, diff 0.2%)

   H3: F2: ...

Pass 2 — Link citations (.docx workflow only): After building the .docx via gdoc_builder.py, the builder automatically creates:

• Bookmark anchors on each H3 in the Provenance Appendix (named F1, F2, etc.)
• Hyperlinks from [F1] markers in the body to the corresponding bookmark

For direct MCP mode, citation links are not possible (the API doesn't support internal bookmarks). Use the [F1] text markers without hyperlinks — the reader can scroll to the appendix.

Level 3: Full Receipt Link

For Tier 3 analyses, add a link to the analysis receipt at the bottom of the document:

H2: Analysis Receipt
Full audit trail with all queries, methodology, and reproducibility data:
→ outputs/analysis_receipt_{DATASET}_{DATE}.md

Building Provenance Blocks

All provenance data comes from helpers/provenance/provenance_assembler.py:

from helpers.provenance.provenance_assembler import build_provenance_blocks, render_provenance_appendix

blocks = build_provenance_blocks(
    findings=findings_list,          # from narrative parser
    confidence_result=confidence,    # from validation
    cross_verification=cv_data,      # from cross-verification YAML
    connection_type="snowflake",
    database="ANALYTICS",
)

# Render each block as markdown for the appendix
for block in blocks:
    appendix_md = render_provenance_appendix(block)

Checklist for Citation-Enabled Documents

• Every finding has a data stamp (even without citation links)
• Citation markers [F1], [F2] appear after each data stamp (Tier 2+)
• Provenance Appendix section exists with one H3 per finding (Tier 2+)
• Each appendix entry has: data stamp, methodology, SQL (if available), cross-verification (if available)
• Bookmark links resolve correctly in .docx output (Tier 2+)
• Receipt link present at document end (Tier 3 only)