Skip to main content
Data governance is where you define the metadata schema - The shared set of information fields attached to documents, used for filtering at retrieval time and as MCP tool filters.

​
Metadata schema

Go to Data governance, Metadata schema tab. The schema defines the metadata fields shared across the workspace - Used for filtering at retrieval time, as MCP tool filters and as columns when exporting / importing CSV.
1

Add a field

Click Add field, set the code (e.g. muc_do_mat), display label, type and allowed values. Mark it Required if every document must have it.
2

Use it in KBs

New fields are on by default in KBs. Go to the KB’s Settings tab to choose which fields are MCP filters.
3

Fill in values

Assign them on each file, use folder metadata rules, or Edit in Excel on the source page.
The Export / import schema block (Export JSON, Import JSON) recreates the exact field set in another environment; import shows which fields are added, changed or in conflict. Schema change history records who changed what, when and with what impact.
Note: Field codes cannot be changed after creation. Display labels can be renamed freely, but codes go straight into MCP tool parameters and CSV columns - Changing a code breaks every running integration.