Knowledge Base tools

Manage knowledge bases + documents, and search / ask (RAG) over them.

13 tools. Each is callable over MCP with a Bearer agx_ key that holds the required scope. The catalog is public (tools/list isn't scope-filtered); the scope below is enforced when the tool is called (tools/call) — a key without it is refused (default-deny).

`search_knowledge_base`

Semantic/hybrid search over a KB's documents. Returns the most relevant chunks with similarity scores (re-rank/MMR/hybrid applied from the KB's settings). Use this to look something up in a knowledge base. Requires knowledge:read.

Required scope: knowledge:read

Input

Parameter	Type	Required	Description
`kb_id`	string	✓
`query`	string	✓	The search query.
`top_k`	integer
`similarity_threshold`	number

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "search_knowledge_base",
    "arguments": {
      "kb_id": "\u2026",
      "query": "acme"
    }
  }
}

`get_kb_document`

Get one document with its full content. Requires knowledge:read.

Required scope: knowledge:read

Input

Parameter	Type	Required	Description
`kb_id`	string	✓
`document_id`	string	✓

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_kb_document",
    "arguments": {
      "kb_id": "\u2026",
      "document_id": "\u2026"
    }
  }
}

`get_knowledge_base`

Get one knowledge base's stats + RAG settings by id. Requires knowledge:read.

Required scope: knowledge:read

Input

Parameter	Type	Required	Description
`kb_id`	string	✓

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_knowledge_base",
    "arguments": {
      "kb_id": "\u2026"
    }
  }
}

`create_knowledge_base`

Create a knowledge base. Optional settings (RAG config: chunking_strategy, search_defaults, document_summaries, …). Returns the new KB. Requires knowledge:write.

Required scope: knowledge:write

Input

Parameter	Type	Required	Description
`name`	string	✓
`description`	string
`settings`	object		Optional RAG settings (see the KB settings schema).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "create_knowledge_base",
    "arguments": {
      "name": "\u2026"
    }
  }
}

`update_kb_document`

Update a document. Changing content re-chunks + re-embeds it. metadata is merged. Requires knowledge:write.

Required scope: knowledge:write

Input

Parameter	Type	Required
`kb_id`	string	✓
`document_id`	string	✓
`content`	string
`title`	string
`metadata`	object

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "update_kb_document",
    "arguments": {
      "kb_id": "\u2026",
      "document_id": "\u2026"
    }
  }
}

`update_knowledge_base`

Update a knowledge base's name and/or description. Requires knowledge:write.

Required scope: knowledge:write

Input

Parameter	Type	Required
`kb_id`	string	✓
`name`	string
`description`	string

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "update_knowledge_base",
    "arguments": {
      "kb_id": "\u2026"
    }
  }
}

`update_knowledge_base_settings`

Merge RAG settings into a knowledge base (deep-merge; only keys you pass change). e.g. enable parent_child chunking, query expansion, document summaries. Requires knowledge:write.

Required scope: knowledge:write

Input

Parameter	Type	Required	Description
`kb_id`	string	✓
`settings`	object	✓	Settings to merge (chunking_strategy, search_defaults, …).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "update_knowledge_base_settings",
    "arguments": {
      "kb_id": "\u2026",
      "settings": {}
    }
  }
}

`delete_kb_document`

Delete a document (soft-delete by default; pass hard=true to purge it + its chunks). Requires knowledge:write.

Required scope: knowledge:write

Input

Parameter	Type	Required	Description
`kb_id`	string	✓
`document_id`	string	✓
`hard`	boolean		Permanently purge instead of soft-delete.

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "delete_kb_document",
    "arguments": {
      "kb_id": "\u2026",
      "document_id": "\u2026"
    }
  }
}

`delete_knowledge_base`

Delete a knowledge base and all its documents/chunks. Requires knowledge:write.

Required scope: knowledge:write

Input

Parameter	Type	Required	Description
`kb_id`	string	✓

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "delete_knowledge_base",
    "arguments": {
      "kb_id": "\u2026"
    }
  }
}

`list_kb_documents`

List documents in a knowledge base (paginated). Optional search filters by title/content. Requires knowledge:read.

Required scope: knowledge:read

Input

Parameter	Type	Required
`kb_id`	string	✓
`search`	string
`limit`	integer
`offset`	integer

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_kb_documents",
    "arguments": {
      "kb_id": "\u2026"
    }
  }
}

`list_knowledge_bases`

List the org's knowledge bases (id, name, document_count, settings). Auto-synced CRM entity KBs are hidden unless include_entity_kbs=true; pass include_system=true to also see read-only shared KBs. Requires knowledge:read.

Required scope: knowledge:read

Input

Parameter	Type	Description
`include_entity_kbs`	boolean	Include auto-synced CRM entity KBs (Contacts/Deals/…).
`include_system`	boolean	Also list read-only system/shared KBs.
`include_inactive`	boolean

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_knowledge_bases",
    "arguments": {}
  }
}

`add_kb_document`

Add a document to a KB. It is chunked + embedded on the spot and is searchable on return. Provide EITHER content (raw text/markdown) OR file_base64 + filename (a base64-encoded file — pdf/docx/pptx/xlsx/csv/json/txt, extracted server-side; extension required). Optional title/metadata. Requires knowledge:write.

Required scope: knowledge:write

Input

Parameter	Type	Required	Description
`kb_id`	string	✓
`content`	string		Raw text/markdown content (omit if using file_base64).
`file_base64`	string		Base64-encoded file bytes (alternative to content).
`filename`	string		Original filename incl. extension, e.g. report.pdf (required with file_base64).
`title`	string
`metadata`	object		Optional metadata (source, tags, …).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "add_kb_document",
    "arguments": {
      "kb_id": "\u2026"
    }
  }
}

`ask_knowledge_base`

Ask a question against a KB (RAG): searches, then an LLM answers from the retrieved context. Returns {answer, sources}. Incurs LLM credits. Requires knowledge:read.

Required scope: knowledge:read

Input

Parameter	Type	Required	Description
`kb_id`	string	✓
`question`	string	✓
`model`	string		Optional LLM model override.
`top_k`	integer

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "ask_knowledge_base",
    "arguments": {
      "kb_id": "\u2026",
      "question": "acme"
    }
  }
}

search_knowledge_base​

get_kb_document​

get_knowledge_base​

create_knowledge_base​

update_kb_document​

update_knowledge_base​

update_knowledge_base_settings​

delete_kb_document​

delete_knowledge_base​

list_kb_documents​

list_knowledge_bases​

add_kb_document​

ask_knowledge_base​

`search_knowledge_base`

`get_kb_document`

`get_knowledge_base`

`create_knowledge_base`

`update_kb_document`

`update_knowledge_base`

`update_knowledge_base_settings`

`delete_kb_document`

`delete_knowledge_base`

`list_kb_documents`

`list_knowledge_bases`

`add_kb_document`

`ask_knowledge_base`