Skip to content

Claude Desktop skill for comprehensive, multi-strategy searching of Zotero libraries via MCP server with semantic search

License

Notifications You must be signed in to change notification settings

kerim/zotero-mcp-skill

Folders and files

NameName
Last commit message
Last commit date

Latest commit

 

History

5 Commits
 
 
 
 
 
 

Repository files navigation

Zotero MCP Search Skill for Claude

A comprehensive, context-aware skill that enables advanced, multi-strategy searching of your Zotero library through the Zotero MCP (Model Context Protocol) server. Designed for output as a plain markdown formatted outline, suitable for pasting into Logseq. Also offers side-by-side translation of Chinese titles and abstracts for improved English language search within Logseq. Works intelligently in both Claude Desktop and Claude Code.

What This Is

This is a universal Claude skill that teaches Claude how to search your Zotero reference library intelligently and comprehensively, adapting to the environment:

  • In Claude Code: Uses autonomous agents for comprehensive multi-step searches
  • In Claude Desktop: Uses safe batched searches with conversation crash protection
  • For plain markdown outline format: Suitable for pasting into Logseq with side-by-side Chinese-English translations

Instead of simple one-off searches, Claude learns to:

  • Use semantic/AI-powered search to find conceptually related papers
  • Try multiple search angles with different phrasings and synonyms
  • Combine search methods (semantic + keyword + tags + full-text + annotations)
  • Iteratively refine searches based on results
  • Ask clarifying questions when your query is ambiguous
  • Adapt strategy based on environment (agents in Code, batching in Desktop)
  • Format as plain markdown outline with proper structure and translations for Logseq

Why This Skill Exists

The Problem

The Zotero MCP server provides powerful semantic search capabilities, but using it effectively requires:

  • Understanding multiple search strategies (semantic vs. keyword vs. tag-based)
  • Knowing when to use each search method
  • Trying multiple variations and phrasings
  • Searching across metadata, full-text, notes, and annotations
  • Claude Desktop: Avoiding response limits that can crash conversations
  • Claude Code: Leveraging agents for autonomous comprehensive searches

Without guidance, Claude might:

  • Use only one search method and miss relevant papers
  • Try only one search phrase and return incomplete results
  • In Desktop: Request too many results at once (causing crashes)
  • In Code: Not utilize agents for complex multi-step searches
  • Not explore alternative search angles

The Solution

This skill provides Claude with:

  • Environment detection - Automatically detects Claude Code vs Claude Desktop
  • Mandatory multi-angle search strategies (minimum 3 semantic + 3 keyword variations)
  • Safe batching guidelines for Desktop (limit=10 per search to prevent crashes)
  • Agent-based patterns for Code (comprehensive autonomous searches)
  • Comprehensive search patterns combining multiple methods
  • Iterative refinement workflows to improve results
  • Plain markdown outline formatting suitable for Logseq with Chinese/English translation support

Features

Core Capabilities

  • Context-Aware Operation: Detects environment and adapts search strategy
    • Claude Code: Launches autonomous agents for multi-step comprehensive searches
    • Claude Desktop: Uses safe batched searches with crash protection
  • Semantic-First Discovery: AI-powered conceptual search to find related work
  • Multi-Strategy Search: Combines semantic, keyword, tag-based, and full-text methods
  • Iterative Refinement: Analyzes initial results and refines search strategy
  • Safety-First Design: Built-in protections against Claude Desktop crash bugs
  • Comprehensive Coverage: Searches metadata, full-text PDFs, annotations, and notes
  • Logseq Integration: Formats bibliographies for Logseq with proper outline hierarchy
  • Translation Support: Handles Chinese-English bilingual content

Search Methods Taught

  1. Semantic Search - Conceptual similarity using AI embeddings
  2. Keyword Search - Traditional text matching with variations
  3. Advanced Search - Multi-criteria filtering (author + keyword + year)
  4. Tag Search - Leverage your existing Zotero tags
  5. Full-Text Search - Search within PDF contents
  6. Annotation Search - Find your highlights and notes
  7. Collection Search - Navigate your Zotero collections

Environment-Specific Features

Claude Code

  • Agent-Based Searches: Autonomous multi-step search execution
  • No Limit Restrictions: Can retrieve comprehensive results safely
  • Parallel Searches: Multiple search strategies executed simultaneously
  • Intelligent Synthesis: Agents deduplicate and prioritize results

Claude Desktop

  • Safe Batching: limit=10 per search to prevent crashes
  • Iterative Presentation: Progressive result display with user confirmation
  • Multi-Angle Coverage: Multiple small searches instead of large ones
  • Crash Protection: Built-in safeguards against conversation deletion

Output Formatting Features

  • Plain Markdown Outline: Nested bullets (no markdown headers), suitable for pasting into Logseq
  • Compact Citations: Author(s), Year. Title format
  • No Bold Styling: Plain text throughout
  • Chinese-English Support: Side-by-side titles and abstracts for improved English search
  • Automatic Translation: English translations of Chinese content
  • Zotero Links: Clickable zotero:// URLs for each item
  • Thematic Organization: Grouped by categories (no summary sections)

Installation

Prerequisites

  1. Zotero Desktop with your reference library
  2. Zotero MCP Server installed and configured
  3. Claude Desktop and/or Claude Code with MCP support
  4. The Zotero MCP server configured in your Claude MCP settings

Installing This Skill

For Claude Desktop

  1. Download the latest release zip file
  2. Open Claude Desktop
  3. Go to Settings → Skills
  4. Click "Import Skill" and select the downloaded zip file

For Claude Code

  1. Clone or download this repository
  2. Copy the skill folder to ~/.claude/skills/zotero-mcp/
  3. Restart Claude Code or reload skills

Manual Installation

  1. Clone or download this repository:
    git clone https://github.com/kerim/zotero-mcp-skill.git
  2. Copy the SKILL.md file to your Claude skills directory
  3. Restart Claude or reload skills

Usage

When Claude Uses This Skill

Claude automatically activates this skill when you need to:

  • Search your Zotero library for papers or references
  • Explore a research topic in your collection
  • Find related work on a concept or theme
  • Locate specific authors or papers
  • Search through your annotations and notes
  • Generate formatted bibliographies for Logseq

Example Queries

Conceptual Discovery:

"Find papers about embodied cognition"
  • Claude Code: Launches agent → comprehensive multi-strategy search → curated results
  • Claude Desktop: Multiple semantic/keyword/tag searches (limit=10 each) → combined results

Author Search:

"What do I have by Susan Carey?"
  • Claude Code: Agent searches author + citations + concepts
  • Claude Desktop: Batched searches by author + notes + semantic concepts

Complex Topic:

"Research about skill transfer in mathematical reasoning"
  • Claude Code: Agent cross-references multiple concepts → thematic synthesis
  • Claude Desktop: Combined semantic/keyword searches → manual synthesis

Bibliography Generation:

"Create a Logseq bibliography for all papers on Indigenous language policy"

→ Claude searches comprehensively → retrieves metadata → formats with:

  • Logseq outline hierarchy (no headers)
  • Compact citations (Author, Year. Title)
  • Chinese/English bilingual support
  • No bold styling
  • Zotero links

Search Patterns You'll See

Claude Code

  1. Analyze query → Detect search type
  2. Launch agent → Autonomous comprehensive search
  3. Agent executes → Multiple strategies in parallel
  4. Agent synthesizes → Deduplication and prioritization
  5. Present findings → Curated results with context

Claude Desktop

  1. Analyze query → Determine approach
  2. Execute batched searches → 5-10 searches with limit=10
  3. Combine results → Merge and deduplicate
  4. Refine if needed → Alternative angles for poor results
  5. Present findings → Results with search path explanation

Search Philosophy

This skill enforces a "search comprehensively, not narrowly" philosophy:

Core Principles

  • Never settle for one search - Always try multiple angles
  • Never use one search term - Always try variations and synonyms
  • Always combine methods - Semantic + keyword + tags + full-text
  • Always check tags first - Discover user's tagging conventions
  • Always refine iteratively - Analyze results and adjust strategy
  • Always ask when unclear - Clarifying questions for vague queries
  • Adapt to environment - Use agents in Code, batching in Desktop

Minimum Search Requirements

For any user query, Claude will try AT MINIMUM:

  • 3 semantic search variations (different phrasings)
  • 3 keyword variations (synonyms, related terms)
  • 1 tag search (after checking available tags)
  • 1 full-text/annotation search (if applicable)

Configuration

Customization

You can customize this skill by editing SKILL.md:

  • Modify default search limits (Claude Desktop: currently limit=10)
  • Add domain-specific search patterns
  • Adjust search variation requirements
  • Add custom presentation preferences
  • Customize markdown outline formatting rules
  • Adjust agent prompts (Claude Code only)

Search Database

The skill will check and update your Zotero semantic search database when needed using:

  • zotero_get_search_database_status - Check database status
  • zotero_update_search_database - Update with latest items

Technical Details

MCP Tools Used

This skill teaches Claude to use these Zotero MCP server tools:

Tool Purpose Desktop Limit Code (Agent)
zotero_semantic_search AI-powered conceptual search 10 No limit
zotero_search_items Keyword matching 10 No limit
zotero_advanced_search Multi-criteria filtering 10 No limit
zotero_get_tags Discover available tags - -
zotero_search_by_tag Tag-based filtering 10 No limit
zotero_search_notes Search annotations/notes 10 No limit
zotero_get_annotations Retrieve highlights 10 No limit
zotero_get_item_fulltext Access full-text content - -
zotero_get_item_metadata Retrieve item metadata - -
zotero_get_collections List collections - -
zotero_get_recent Recent additions 10 No limit

Safety Mechanisms

Claude Desktop

  1. Hard limit defaults - All searches use limit=10 by default
  2. Batched iteration - Multiple small searches instead of large ones
  3. Interactive fallback - Progressive result presentation
  4. Crash prevention - Never exceeds limit=20 in a single call

Claude Code

  1. Agent sandboxing - Agents run searches independently
  2. Parallel execution - Multiple searches simultaneously
  3. Intelligent synthesis - Agents deduplicate and prioritize
  4. No conversation risk - Agents don't cause UI crashes

Troubleshooting

"No results found"

Claude will:

  • Try broader search terms
  • Use more general concepts
  • Remove filters
  • Search related fields/disciplines
  • Ask clarifying questions

"Search database outdated"

Claude will suggest:

zotero_update_search_database

"Too many/few results"

Claude will automatically:

  • Too many: Add filters (tags, date ranges, collections)
  • Too few: Broaden terms, try synonyms, search alternative angles

"Claude Desktop crashed during search"

If you experience conversation deletion:

  • The skill enforces limit=10 by default to prevent this
  • Ensure you're using the latest version of this skill
  • Report persistent issues to both this repo and Zotero MCP server

Contributing

Contributions welcome! To improve this skill:

  1. Fork this repository
  2. Make your changes to SKILL.md
  3. Test with both Claude Desktop and Claude Code
  4. Submit a pull request

Ideas for Contributions

  • Domain-specific search patterns (medical, legal, etc.)
  • Additional search failure recovery strategies
  • Integration with other Zotero MCP features
  • Result presentation templates
  • Language-specific search variations
  • Additional markdown outline formatting styles
  • More agent task patterns

Related Projects

License

MIT License - see LICENSE file for details

Acknowledgments

  • Built for the Zotero MCP Server by @54yyyu
  • Developed for Claude Desktop and Claude Code
  • Semantic search powered by Claude's embedding models

Support


Made for researchers who want comprehensive, intelligent search of their Zotero libraries - whether in Claude Desktop or Claude Code.

About

Claude Desktop skill for comprehensive, multi-strategy searching of Zotero libraries via MCP server with semantic search

Resources

License

Stars

Watchers

Forks

Releases

No releases published

Packages

No packages published

Contributors 2

  •  
  •