DOCX Editing

Editing .docx Files with Safe-DOCX

Safe-DOCX is a local MCP server for surgically editing existing .docx files. It preserves formatting, generates tracked-changes redlines, and runs entirely on the local filesystem — no hosted endpoint, no data leaves the machine.

Safety Model

• Local-only stdio runtime — the MCP server runs as a child process, never binds a port.
• Path policy — only files under ~/ (home directory) and system temp directories are accessible. Symlinks must resolve to allowed roots.
• Archive guardrails — zip bomb detection and hostile payload rejection protect against malformed .docx inputs.

When to Use This Skill

Use Safe-DOCX when you need to:

• Change clauses or paragraphs in an existing .docx
• Insert or delete content with formatting preservation
• Add comments or footnotes for reviewers
• Produce a tracked-changes redline from edits
• Compare two .docx files into a redline
• Extract revisions to structured JSON
• Apply layout formatting (spacing, row heights, cell padding)

Not for From-Scratch Generation

Safe-DOCX edits already-existing .docx files — it does not create documents from blank. For new document generation, use a template-filling workflow (e.g. OpenAgreements). Safe-DOCX can refine generated docs downstream.

Quick Start

1. read_file(file_path="~/doc.docx")        → see paragraphs + _bk_* IDs
2. grep(file_path="~/doc.docx", patterns=["target phrase"])  → find paragraph IDs
3. replace_text(session_id, target_paragraph_id, old_string, new_string, instruction)
4. save(session_id, save_to_local_path="~/doc-edited.docx")

Core Workflow: Read, Locate, Edit, Save

Step 1 — Read. Call read_file with format: "toon" (token-efficient table) to see paragraphs and their stable _bk_* IDs.

Step 2 — Locate. Use grep with regex patterns to find target paragraphs. It returns paragraph IDs with surrounding context.

Step 3 — Edit. Use replace_text to swap text within a paragraph, or insert_paragraph to add new paragraphs before/after an anchor.

Step 4 — Save. Call save to write output. Default is save_format: "both" which produces a clean copy and a tracked-changes redline.

Gotchas That Will Bite You

Unique match required

replace_text needs old_string to match exactly one location in the target paragraph. If the text appears multiple times, you get MULTIPLE_MATCHES. Fix: include more surrounding context in old_string.

BAD:  old_string: "the Company"          → 5 matches, fails
GOOD: old_string: "the Company shall indemnify"  → 1 match, succeeds

Footnote markers are display-only

read_file shows footnotes as [^1], [^2], etc., but these markers are not part of the editable text. You cannot search for or replace [^1] via replace_text. To modify footnotes, use the dedicated add_footnote, update_footnote, and delete_footnote tools.

Hyperlinks are read-only

read_file shows links as <a href="...">text</a>, but you cannot create new hyperlinks via replace_text or insert_paragraph. The <a> tag is stripped from new text. Existing hyperlinks are preserved when surrounding text is edited.

Paragraph IDs are session-scoped

The _bk_* bookmark IDs are generated when a document is opened and are tied to that session. Do not store or reuse IDs across sessions. Always re-read the document to get fresh IDs.

Smart text matching

replace_text is tolerant of:

• Quote variants: straight ", curly \u201c\u201d, angle \u00ab\u00bb all match each other
• Whitespace differences: multiple spaces, tabs, and line breaks are normalized

This means you can copy text from read_file output and use it in old_string even if the underlying XML uses different quote characters.

Formatting Tags

When writing new_string in replace_text or insert_paragraph, use inline tags to apply formatting:

Tags can be nested: <b><i>bold italic</i></b>. Formatting from the original matched text is preserved for untagged replacement text.

Batch Edits with apply_plan

For 3+ edits on one document, prefer apply_plan over sequential replace_text calls. It validates all steps before applying any, so you get all-or-nothing transactional semantics.

1. read_file / grep  → gather paragraph IDs and text
2. apply_plan(file_path, steps=[
     { step_id: "1", operation: "replace_text", target_paragraph_id, old_string, new_string, instruction },
     { step_id: "2", operation: "insert_paragraph", positional_anchor_node_id, new_string, instruction },
     ...
   ])
3. save(session_id, save_to_local_path)

Insert Paragraphs

insert_paragraph adds new content before or after an anchor paragraph.

• position: "BEFORE" or "AFTER" (default "AFTER")
• style_source_id: optional _bk_* ID of a paragraph whose formatting you want to clone
• Multi-paragraph: separate with \n\n in new_string (each becomes its own paragraph)

Comments and Footnotes

Comments: add_comment anchors to a paragraph (optionally to a text span via anchor_text). Use get_comments to list, delete_comment to remove. Supports threaded replies via parent_comment_id.

Footnotes: add_footnote inserts a footnote marker in a paragraph (optionally after specific text via after_text). Use get_footnotes, update_footnote, delete_footnote to manage.

Comparing Documents

Two modes:

• Two files: compare_documents(original_file_path, revised_file_path, save_to_local_path) — produces a redline
• Session edits: compare_documents(session_id) — compares current session state against the original

Use extract_revisions on any document with tracked changes to get structured JSON diffs.

Accepting Tracked Changes

Call accept_changes(session_id) to flatten all tracked changes into a clean document. This removes all revision markup.

Session Behavior

• Sessions auto-create when you first use file_path with any tool
• Sessions expire after 1 hour of inactivity (each tool call resets the timer)
• Call clear_session to clean up when done
• Documents are normalized on open: format-identical runs are merged and proof-error markers removed, which improves text matching reliability

Layout Formatting

format_layout applies paragraph spacing, table row height, and cell padding without touching text content. Units are in twips (1/20 of a point) or DXA (1/635 of an inch).

Path Restrictions

By default, only files under ~/ (home directory) and system temp directories are accessible. Symlinks must resolve to allowed roots.