Knowledge bases

A Knowledge base groups one or more sources into something agents can search. All reading, chunking and embedding happen here, so one source can feed several KBs processed differently. Each KB has its own MCP / REST endpoints, so you can give it to each agent and revoke access independently.

KB list screen

Area	Content
Header	Create knowledge base button
Filters	All · Mine; Search knowledge bases box
View	Table or Cards
KB table	Columns below; click a row to open the KB

Column	Meaning
Knowledge base	Name, description or number of sources; External index label if the KB is managed by an external pipeline
Index	Index status: Active, Needs review
Documents	Number of documents in the KB
Avg. score	Average retrieval score
Needs review	Number of documents with errors or needing action
Updated	Most recent change
Actions	⋯ menu with Delete knowledge base

Creating a knowledge base

The wizard has four steps: Select data → Processing pipeline → Name & access → Review & create.

Select data

Tick one or more sources; expand the folder tree to pick individual folders or files. The table shows file count and how many KBs use each source. Under System sources there is a ready-made Legal documents - An external index updated automatically every day. If data is missing, click Create new source →.

Processing pipeline

Choose a ready-made pipeline for each source - Automatic per file is recommended. The screen lists file counts by type and how each type is processed. The workspace default embedding model is used and locked once the KB is created.

Name & access

Enter the KB name and Description for the agent (agents read this line to decide when to call the KB; editable later in the Connect tab). Add KB managers - People who edit settings, review chunks and issue API keys.

Review & create

Check everything and create the KB. The system starts processing and indexing.

File type	How the Automatic per file pipeline processes it
DOCX	Split by headings
PDF	Extract text directly; OCR automatically for scans
XLSX / CSV	Split by rows, keep column headers
HTML	Strip menus, keep content

KB detail screen

The header summarizes document count, chunk count, owner and documents needing review, with the Retrieval test and Add data to KB buttons and the Data taken from block (which sources, all or part, Edit scope button).

Documents tab

A document table with columns Document, Source, Status (Processed, Processing error), Chunks. Filter All / Needs review / Disabled, choose Visible columns, Filter by metadata. Click a document to open the chunk viewer:

Element	Used to
Original file and chunk list	Side by side; Sync scroll keeps both sides moving together; zoom in / out on the original file
Chunk filter	All · Original ingestion · Manually edited; view By page
Each chunk	Chunk ID, On / off switch (disabled chunks are not retrieved), manually edited label
Edit chunk	Manually edit a chunk’s content when it was split incorrectly
Metadata	Status, source, chunk count, retrievals in the last 30 days, metadata values, effective from / to dates, creation time, document ID

Needs review tab

A queue of work to handle, grouped by cause:

Group	When it appears
Detected during ingestion	OCR below the 0.80 threshold, or uncertain table detection
Could not ingest	Password-protected PDF, image too blurry, unknown format - Already retried 3 times
Reported by end users	2 or more “not helpful” ratings on the same chunk, sent via `submit_feedback`
Missing required metadata	Grouped by field; click to filter, then go to the source to fix in bulk
Invalid metadata value	Outside the allowed list, wrong date / number format
New file in a partially selected folder	A folder where individual files were picked has a new file - Add it to the KB or ignore
Conflict with source	A chunk was edited manually but the original passage just changed in the source

Each item has a Fix in source button; use Bulk edit and Approve fixed items when handling many items.

Settings tab

Block	Content
Pipeline per source	Scope and pipeline of each source; Change pipeline button
Index & retrieval	Embedding model; retrieval method; Top-K before rerank, Top-K returned, score threshold, vector / keyword weights
Retrieval options	Expand to parent chunk (return the whole Article), Only return documents in effect, Automatic metadata filtering
Metadata fields used in the KB	Turn each field on / off and choose Use as MCP filter
Automatic rules	Turn on the rules that create Needs review items
Where metadata comes from	Which fields are managed by the source (read-only), which by the platform
Metadata coverage	Share of documents that have a value for each field

Retrieval method	Best for
Vector only	Free-form questions; fastest
Full-text (BM25)	Document numbers, names, codes
Hybrid + rerank	Both combined, then reranked; default 70% vector, 30% BM25

Connect tab

Item	Content
KB MCP endpoint	Status Running, Test button
URL	MCP URL `https://<domain>/api/mcp/kb/<kb-id>` and REST URL `.../api/v1/kb/<kb-id>/retrieve` - Unchanged when the KB is renamed
OAuth sign-in for MCP	The client opens a browser for the user to sign in and click Allow; MCP accepts OAuth only switch
Tools exposed to agents	`search_<kb_name>`, `get_document`, `submit_feedback` - Turn each tool on / off, see call counts for 7 days
Tool name & description for the model	Edit the name (only while the KB has no API keys) and description; View parameter schema (inputSchema)
KB API keys	Issue new key for this KB, key list, revoke
Sample config snippets	OAuth / API key for generic MCP, Claude Code, VS Code, Cursor - Copy button
Authorized apps	Which users have allowed which apps via OAuth; revoke
Call log	Every MCP / REST call (questions masked), filter by key and channel

Note: There are no document-level permissions yet - Anyone with a KB’s API key can query every document in it.

Introduction

Screens & features

KB list screen

Creating a knowledge base

KB detail screen

Documents tab

Needs review tab

Settings tab

Connect tab

​KB list screen

​Creating a knowledge base

​KB detail screen

​Documents tab

​Needs review tab

​Settings tab

​Connect tab

KB list screen

Creating a knowledge base

KB detail screen

Documents tab

Needs review tab

Settings tab

Connect tab