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name: solidworks-pdm description: SolidWorks PDM Pro vault workflows — search, browse, variable search, checkout/checkin via native solidworks_pdm_* tools. Use for vault metadata and controlled file operations with user approval.

SolidWorks PDM

Purpose

Operate a connected SolidWorks PDM Pro vault through native solidworks_pdm_* tools (native platform MCP at clock-in). Search files, browse folders, run variable queries, and perform checkout/checkin only with explicit user approval.

When to Use

• User needs to find parts, drawings, or documents in the vault.
• Exploring folder structure or variable-based searches.
• Controlled checkout/checkin when the user confirms file ids.

When NOT to Use

• Teamcenter PLM item/BOM work → teamcenter-plm.
• CAD mass properties, STEP export, or COM automation → solidworks_submit_job only when customer bridge is deployed (otherwise report NOT_CONFIGURED).
• Unapproved writes — always confirm file lists before checkout/checkin.

Expected Outcome

• Search hits with file/folder ids for follow-up.
• Browse results with folder hierarchy context.
• Checkout/checkin results only after approval.
• Clear blockers when vault URL, vault name, or credentials are missing.

Workflow

1. When credentials may be wrong, call solidworks_verify_connection.
2. Search then browse: solidworks_pdm_search for names/part numbers; solidworks_pdm_browse_folder with folderId (1 = root).
3. Advanced search: solidworks_pdm_search_variables for multi-field vault queries.
4. Writes need approval: solidworks_pdm_checkout and solidworks_pdm_checkin require explicit user approval — confirm file list before executing.
5. CAD jobs: solidworks_submit_job / solidworks_get_job_status need customer CAD bridge deployment; prefer PDM tools for vault metadata until available.

Main tools

Tool	Use
solidworks_verify_connection	Confirm vault access
solidworks_pdm_search	Name/part number query
solidworks_pdm_search_variables	Structured search body
solidworks_pdm_browse_folder	folderId
solidworks_pdm_checkout / solidworks_pdm_checkin	files[] — approval required

Examples

User: "Find drawing DWG-442 in the vault."

Call solidworks_pdm_search with query DWG-442. Return file/folder hits with ids.

User: "Check out these two files for edit."

Confirm FileId/FolderId pairs with the user, then call solidworks_pdm_checkout after approval.