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Knowledge Bases

Knowledge bases give your agents access to your own documents through RAG (Retrieval-Augmented Generation). Drop files into a folder, point a knowledge base at it, and agents can search the indexed content when answering questions.

How It Works

  1. You configure a knowledge base pointing to a folder of documents
  2. MindRoom indexes the files into a vector database (ChromaDB) using an embedder
  3. Agents assigned to that knowledge base get a search tool that queries the indexed documents
  4. When the agent uses the tool, relevant document chunks are included in its context
Indexing (scheduled refresh):

  ┌──────────────┐      ┌──────────┐      ┌──────────┐
  │ Files/Folder │ ───▶ │ Embedder │ ───▶ │ ChromaDB │
  └──────────────┘      └──────────┘      └──────────┘
         │ on-access/API refresh
         │ git sync during refresh

Querying (agentic RAG):

  ┌───────┐  search   ┌──────────┐
  │ Agent │ ────────▶ │ ChromaDB │
  │       │ ◀──────── │          │
  └───────┘  chunks   └──────────┘

Quick Start

Add a knowledge base and assign it to an agent:

knowledge_bases:
  docs:
    description: Product documentation, support notes, and internal operating procedures
    path: ./knowledge_docs
    watch: false
    chunk_size: 5000
    chunk_overlap: 0

agents:
  assistant:
    display_name: Assistant
    role: A helpful assistant with access to our docs
    knowledge_bases: [docs]

Place files in ./knowledge_docs/, then trigger a reindex from the dashboard/API or let MindRoom watch shared local bases with watch: true. Chat uses the last successfully published index and continues without blocking when a base is missing, stale, or failed. When a watched file changes, MindRoom marks the published index stale, refreshes in the background, and atomically publishes the replacement when it succeeds. When watch: false, direct external file edits require explicit reindex, while dashboard/API upload and delete actions still schedule refresh after a successful mutation. Knowledge base IDs are the keys under knowledge_bases. Use a non-empty single path component such as docs or company_docs, not "", ., .., names containing / or \, or names containing line breaks.

Configuration

Basic Knowledge Base

knowledge_bases:
  my_docs:
    description: Product documentation, support notes, and internal operating procedures
    path: ./knowledge_docs/my_docs   # Folder containing documents
    watch: false                      # Direct external edits require reindex; API mutations still schedule refresh
    chunk_size: 5000                  # Max characters per chunk
    chunk_overlap: 0                  # Overlap between adjacent chunks
Field Type Default Description
description string "" Short description of what the knowledge base contains. Agents see this in the search_knowledge_base tool description so they know when the source is relevant
path string ./knowledge_docs Folder path (relative to the config file directory or absolute)
watch bool true When true, shared local folders watch filesystem changes and schedule background published-index refresh without blocking reads. When false, direct external edits require explicit reindex; dashboard/API upload and delete actions still schedule refresh
chunk_size int 5000 Maximum characters per chunk for text-like files (minimum: 128)
chunk_overlap int 0 Overlap characters between adjacent chunks (must be < chunk_size)
git object null Optional Git repository sync settings

Use smaller chunk_size values when your embedding server has lower token or batch limits. If chunking is too large, indexing retries will fail with embedder 500 errors.

Private Agent Knowledge

Use agents.<name>.private.knowledge when one shared agent definition should index PrivateAgentKnowledge from that requester's private root.

knowledge_bases:
  company_docs:
    description: Shared company policies, project notes, and operating procedures
    path: ./company_docs
    watch: false

agents:
  mind:
    display_name: Mind
    role: A persistent personal AI companion
    model: sonnet
    private:
      per: user
      root: mind_data
      template_dir: ./mind_template
      knowledge:
        description: Requester-private notes, preferences, and working memory for this agent
        path: memory
        watch: false
    knowledge_bases: [company_docs]

With this configuration, each requester's private knowledge path becomes <their private root>/memory. The template source is explicit, so you can see and edit the files being copied into each requester's private root. private.template_dir only copies files. PrivateAgentKnowledge is enabled only when you explicitly configure private.knowledge.path. private.knowledge.path must be relative to the private root and cannot be absolute or escape with ... private.knowledge.path can point to any folder inside the private root, including . for the private root itself. MindRoom keeps a separate index per effective private root, so one requester's indexed data is not shared with another requester's runtime. For isolating scopes such as user and user_agent, MindRoom refreshes the private index on access instead of keeping a background watcher alive for every requester root. Git-backed knowledge syncs during scheduled or explicit refreshes. Top-level knowledge_bases remain the shared/global mechanism, so the same agent can combine PrivateAgentKnowledge with shared company knowledge. PrivateAgentKnowledge applies to the normal agent runtime path, not the OpenAI-compatible /v1 API. If you enable private.knowledge.git, use a dedicated subtree such as kb_repo. Do not point Git-backed private knowledge at . or memory/, and do not use a Git checkout path that your template or private file memory also writes into.

Field Type Default Description
private.knowledge.enabled bool true Whether PrivateAgentKnowledge indexing is active for this agent
private.knowledge.description string "" Short description of what the private knowledge contains. Agents see this in the search_knowledge_base tool description so they know when the source is relevant
private.knowledge.path string null Private-root-relative folder to index. Required when private.knowledge.enabled is true; set enabled: false to disable private knowledge
private.knowledge.watch bool true When true, PrivateAgentKnowledge schedules background refresh on access. When false, direct external edits require explicit refresh
private.knowledge.chunk_size int 5000 Maximum characters per indexed chunk
private.knowledge.chunk_overlap int 0 Overlap characters between adjacent chunks. Must be smaller than chunk_size
private.knowledge.git object null Optional Git sync configuration for PrivateAgentKnowledge. Git-backed private knowledge must use a dedicated subtree outside requester-writable memory/template content

Use private.knowledge when the data itself should be private to that requester's private instance. Use top-level knowledge_bases when the same documents should stay shared across agents or users.

Multiple Knowledge Bases

You can define multiple knowledge bases and assign them to different agents:

knowledge_bases:
  engineering:
    path: ./knowledge_docs/engineering
    watch: false
    chunk_size: 5000
    chunk_overlap: 0
  product:
    path: ./knowledge_docs/product
    watch: false
    chunk_size: 5000
    chunk_overlap: 0
  legal:
    path: ./knowledge_docs/legal
    watch: false
    chunk_size: 1000
    chunk_overlap: 100

agents:
  developer:
    display_name: Developer
    role: Engineering assistant
    knowledge_bases: [engineering]

  pm:
    display_name: Product Manager
    role: Product planning assistant
    knowledge_bases: [product, engineering]  # Can access multiple bases

  compliance:
    display_name: Compliance
    role: Legal and compliance reviewer
    knowledge_bases: [legal]

When an agent has multiple knowledge bases, results are interleaved fairly so no single base dominates the top results.

Git-Backed Knowledge Bases

Knowledge bases can sync from a Git repository. MindRoom starts a background refresh for configured shared Git knowledge bases when runtime support starts. After that, it schedules another background refresh every poll_interval_seconds. Reads keep using the last published index while a refresh is running.

knowledge_bases:
  pipefunc_docs:
    path: ./knowledge_docs/pipefunc
    watch: false
    chunk_size: 1200
    chunk_overlap: 120
    git:
      repo_url: https://github.com/pipefunc/pipefunc
      branch: main
      poll_interval_seconds: 300
      lfs: false
      skip_hidden: true
      include_patterns:
        - "docs/**"

Git Configuration Fields

Field Type Default Description
repo_url string required HTTPS repository URL to clone/fetch
branch string main Branch to track
poll_interval_seconds int 300 Interval for scheduling background Git refreshes
credentials_service string null Service name in CredentialsManager for private repos
lfs bool false Enable Git LFS support and hydrate the checkout after sync. Requires git-lfs on the machine running MindRoom
sync_timeout_seconds int 3600 Abort one Git command if it exceeds this timeout
skip_hidden bool true Skip files/folders starting with .
include_patterns list [] Root-anchored glob patterns to include
exclude_patterns list [] Root-anchored glob patterns to exclude

When lfs: true, install git-lfs on the runtime host for uv run or uvx flows. Bundled container images already include it.

Sync Behavior

  • Chat and runtime requests never wait for Git sync or indexing.
  • Missing, stale, or failed knowledge schedules a per-binding refresh and the current request continues with availability metadata.
  • Explicit dashboard/API reindex runs Git sync first for Git-backed bases and then rebuilds a candidate index.
  • When lfs: true, MindRoom disables implicit LFS smudge during clone/checkout/reset and explicitly hydrates the checkout after sync, keeping the working tree complete even when indexing filters only include some file types.
  • Local edits to Git-tracked files are discarded during refresh sync, and tracked deletions are restored from the remote checkout.
  • Git-backed bases reject dashboard/API file upload and delete mutations; update the repository and reindex instead.
  • Successful refresh publishes a new last successfully published index while failed refresh preserves the previous one and records the error in status metadata.

File Filtering with Patterns

Patterns are matched from the repository root. * matches one path segment, ** matches zero or more segments.

knowledge_bases:
  project_docs:
    path: ./knowledge_docs/project
    git:
      repo_url: https://github.com/org/project
      include_patterns:
        - "docs/**"                    # All files under docs/
        - "README.md"                  # Root README only
        - "content/posts/*/index.md"   # Specific nested files
      exclude_patterns:
        - "docs/internal/**"           # Exclude internal docs
  • If include_patterns is empty, all non-hidden files are eligible
  • If include_patterns is set, a file must match at least one pattern
  • exclude_patterns are applied last and remove matching files

Multiple knowledge bases may point at the same root when they use the same source ownership settings. This is the preferred way to expose separate views of a large repository without cloning it more than once.

knowledge_bases:
  project_docs:
    path: ./knowledge_docs/project
    git:
      repo_url: https://github.com/org/project
      branch: main
      include_patterns: ["docs/**"]
  project_source:
    path: ./knowledge_docs/project
    git:
      repo_url: https://github.com/org/project
      branch: main
      include_patterns: ["src/**"]

Private Repository Authentication

For private HTTPS repositories, store credentials and reference them in the config.

Step 1: Store credentials via the API or Dashboard (Credentials tab):

curl -X POST http://localhost:8765/api/credentials/github_private \
  -H "Content-Type: application/json" \
  -d '{"credentials":{"username":"x-access-token","token":"ghp_your_token_here"}}'

Step 2: Reference the service name in your knowledge base config:

knowledge_bases:
  private_docs:
    path: ./knowledge_docs/private
    git:
      repo_url: https://github.com/org/private-repo
      credentials_service: github_private

Accepted credential fields:

Fields Notes
username + token Standard GitHub/GitLab access token auth
username + password Basic HTTP auth
api_key Uses x-access-token as username automatically

Embedder Configuration

Knowledge bases use the same embedder configured in the memory section:

memory:
  embedder:
    provider: openai        # or "ollama", "huggingface", or "sentence_transformers"
    config:
      model: text-embedding-3-small
      host: null             # For self-hosted (Ollama)
      dimensions: null       # Optional: embedding dimension override (e.g., 256)
Provider Model Example Notes
openai text-embedding-3-small Requires OPENAI_API_KEY
ollama nomic-embed-text Self-hosted, set host or OLLAMA_HOST
sentence_transformers sentence-transformers/all-MiniLM-L6-v2 Fully local Python runtime; auto-installs the optional extra on first use

Storage

Knowledge data is stored under <storage_path>/knowledge_db/<sanitized_base_id>_<hash>/. Each successful refresh publishes a generation-specific ChromaDB collection whose name begins with mindroom_knowledge_<sanitized_base_id>_<hash>. The base ID is sanitized to alphanumerics, hyphens, and underscores only, and the hash is a digest of the resolved knowledge path. For PrivateAgentKnowledge, the effective private-root path is part of that hash, so each requester-local root gets an isolated index.

The storage path defaults to mindroom_data/ next to your config.yaml, or can be set with MINDROOM_STORAGE_PATH.

Dashboard Management

The web dashboard provides a Knowledge tab for managing knowledge bases without editing YAML:

  • Create, edit, and delete knowledge bases
  • Configure chunk size and overlap per knowledge base
  • Configure Git sync settings
  • Upload and remove files for non-Git-backed bases
  • Trigger a full reindex on demand
  • Monitor indexing status (file count vs. indexed count)
  • Assign knowledge bases to agents from the Agents tab

API Endpoints

See the Dashboard API reference for the full list of knowledge base endpoints (list, upload, delete, reindex, status).

Hot Reload

Knowledge base configuration supports hot reload. Changing config.yaml does not initialize every configured knowledge base. Agents keep using last successfully published indexes until a refresh for their resolved binding succeeds. Changed settings make existing published indexes stale or unavailable depending on query compatibility, and scheduled refresh rebuilds the affected binding in the background.