Knowledge Base and Memory

An agent that starts every run from a blank prompt will rewrite your brand voice every Tuesday. The fix is not a longer prompt — it is a place to put what your business already knows, in a shape the runtime reads on its own, that you own and can audit afterwards.

Ever Works ships that place in four layers: a Knowledge Base per Work, the originals those documents were extracted from, an organization-wide Memory that fans every Work's KB into one searchable catalog, and the Agent definition files that carry an agent's identity across every run it will ever do. This guide walks the whole loop — seed it, write it, review what the agents added, ask it questions, and keep it clean.

Routes are written the way you type them, without the locale prefix — the address bar shows /en/works, this guide says /works.

The four places knowledge lives

Layer	What it holds	Where
Knowledge Base	Typed Markdown documents an agent reads — brand, legal, style, glossary, research	/works/:id/kb
Originals	The verbatim files those documents were extracted from, with extraction status	/works/:id/kb, Originals tab
Memory	Every Work's KB plus organization-level documents, files, meetings, consolidation	/memory
Agent definition files	Who an agent is and how it operates — five files per Agent	/agents/:id/instructions

The first three are the same rows seen at different zoom levels: Memory adds no second copy of your knowledge. The fourth is a different thing entirely — instructions rather than reference material — and it is the one people forget exists.

1. Seed a Work's Knowledge Base

Pick classes before you upload anything

Every KB document has a class, and the class is not decoration: it decides whether a document is injected into every run or only retrieved when relevant, and how the model is told to treat it.

Class	How agents treat it	Injected into every run?
brand	Soft guidance — "write in this voice"	Yes
legal	Verbatim or omitted — copied exactly, never paraphrased	Yes
style	Editorial constraints — grammar, banned words, tense, voice	Yes
glossary	Term substitution — always these terms, never invented synonyms	Yes
seo	Target keywords and structured-data patterns per page type	On relevance
personas	Audience definitions — who the writing is for	On relevance
competitors	Inclusion / exclusion rules, and the do-not-mention list	On relevance
research	Background material, including machine transcripts	On relevance
decision	A settled call, with its own status lifecycle	Accepted ones, always
output	Agent-authored artifacts — reports, summaries, drafts	On relevance
freeform	Catch-all notes	On relevance

The four always-injected classes are brand, legal, style and glossary. Everything else reaches a run only when the query pulls it in, or — for decision — when it is accepted. A good first pass is one document in each of the four, however short: an agent with a two-paragraph brand voice behaves very differently from one with none.

Start smaller than you think

A 200-page PDF of everything is worse context than four tight documents. The always-injected block has a hard character budget (16 000 by default) and truncates the last document with a […truncated] marker when it overflows — so padding brand with filler evicts real guidance from the prompt.

How to: upload your first sources

1. Open the Work and go to /works/:id/kb. The left pane is the tree, grouped by class; the tabs above it are KB, Originals and Agent memory.
2. Drag one or more files from your desktop onto the tree. Drop them on top of a class group — the group you land on becomes the suggested class. Dropping on empty space falls back to freeform.
3. The classification modal opens. Confirm or change the class, add tags (Enter or comma commits each one), write a one-line description, and decide about auto-classify: with it ticked the server picks the class from the extracted text and your choice becomes the fallback.
4. Confirm. Progress toasts track each file; the tree refetches as documents land.
5. Switch to the Originals tab to see the file rows themselves and their extraction state.

The same upload over the API and the CLI:

curl -X POST http://localhost:3100/api/works/$WORK_ID/kb/uploads \
  -H "Authorization: Bearer $TOKEN" \
  -F "file=@./brand-guide.pdf" \
  -F "targetClass=brand" \
  -F "autoClassify=true"

ever works kb upload $WORK_ID ./brand-guide.pdf --class brand --title "Brand guide v3"

Uploads are capped at KB_UPLOAD_MAX_BYTES, 200 MB by default. The server computes a SHA-256 and deduplicates against originals already in the Work, so re-uploading the same bytes does not create a second row.

What the platform can read out of the box

Extraction runs on the bytes already in memory after the upload — there is no second fetch — and routes by the MIME type sniffed from the file's magic bytes, never the one the browser claimed.

You upload	What lands in the KB
.md, .txt	The text itself, passed through
.html	Markdown, converted with the same rules the web-fetch path uses
.pdf	The text layer, wrapped as a Markdown body
.docx	Markdown, via a Word OOXML converter
.xlsx, .xlsm	One Markdown table per sheet, each under an ## heading with its name
.csv, .tsv	A single Markdown table
.pptx	One ## Slide N section per slide, from the slide text runs
Audio, or video with audio	A transcript, filed as a research document
Anything else	Stored verbatim, marked skipped with "no extractor route"

Two caps keep a monster file from blowing past the 1 MiB body limit: 10 000 rows per spreadsheet or CSV, and 1 000 slides per deck. Legacy binary formats — .doc, .xls, .ppt — are deliberately not routed, because the libraries behind those routes produce garbage rather than failing. Convert them and re-upload.

Scanned PDFs, Office files, audio and video

Three of those routes have a plugin behind them, and two are off until you turn them on.

Need	Plugin / capability	State
OCR for scanned, image-only PDFs	PDF Content Extractor (pdf-extractor)	Built in, not auto-enabled. Text PDFs need no key; OCR needs a Mistral AI API key.
Office extraction through OfficeCLI	OfficeCLI Content Extractor	Built in, optional and off by default. Enable only if you want it.
Speech to text	Any AI plugin advertising transcribe	Resolved automatically; pin one with KB_TRANSCRIPTION_PROVIDER_ID.

Enable either extractor from /settings/plugins. The PDF extractor decides on its own whether a document needs OCR by measuring text density per page (default threshold: 100 characters), so a mixed pile of born-digital and scanned PDFs does the right thing per file.

For media, the pipeline is: store the original, normalize to MP3 (extracting the audio track from a video), call the transcription capability, and materialize the transcript as a KB document — class research by default, changeable with KB_TRANSCRIPTION_TARGET_CLASS. Add KB_TRANSCRIPTION_LANGUAGE if you would rather hint the language than have it detected. The step is idempotent: a re-run finds the existing transcript by its source upload id instead of writing a second one. When no provider can transcribe, the upload is marked Extraction failed with a transcription-not-configured reason on the row rather than silently doing nothing.

How to: rescue an upload that produced nothing

"Uploaded" and "usable by an agent" are different states, and the Originals tab is where you can tell them apart.

1. Open /works/:id/kb → Originals.
2. Look at the status on each row: Pending, Extracting…, Extracted, No text extracted, or Extraction failed — failures carry the reason.
3. Fix the cause. "No extractor route" usually means an unrouted MIME type (enable the OfficeCLI extractor, or convert the file); a failed scanned PDF usually means the Mistral key for OCR is missing.
4. Press Retry on the row. The button appears on Extraction failed rows; retry re-reads the stored bytes and runs extraction again, so it never needs a re-upload. Over REST that is POST /api/works/:id/kb/uploads/:uploadId/retry-extraction, and it takes manager or owner role.
5. No text extracted rows — where "no extractor route" lands — carry no Retry button in the workbench today. The REST endpoint does accept them, so enable the extractor that file needs and call POST /api/works/:id/kb/uploads/:uploadId/retry-extraction directly, or convert the file to a routed format and upload it again.
6. A row that already produced a document returns 409 on retry. That is not an error to work around: the content is already in the KB.

Web pages and Notion pages

There is no "paste a URL into the KB" box today. URLs are handled on the agent side, by the content-extractor plugin family — local-content-extractor for ordinary pages, notion-extractor for Notion, pdf-extractor for a PDF behind a link. An agent with canCallExternalTools calls extractContent on a URL, gets Markdown back, and writes it into the KB with kb_write; the same facade feeds Work generation, comparisons and research runs. So the practical route for a web page is: ask an agent (or the chat rail) to read it and file it, then review the result in the queue described below.

2. Write, link and lock

The editor

Opening a document at /works/:id/kb/<class>/<slug>.md gives you the three-pane workbench: tree on the left, editor in the middle, metadata on the right.

The editor is WYSIWYG over a Markdown round-trip — what is persisted stays Markdown, so the Git diff stays readable. It autosaves 800 ms after your last keystroke and shows a "Saved" pill. Two banners matter: a conflict banner when someone else changed the document underneath you (reload, then re-apply), and a locked banner when the document is locked full and the save was refused.

How to: link one document to another

1. In the body, type [[ followed by part of a title. A popover lists matching documents in this Work.
2. Press Enter or click. The editor inserts a normal inline link pointing at /works/:id/kb/<path> — the closing ]] is intentionally never inserted, because the saved Markdown is a real link, not wiki syntax.
3. Type @ instead to mention something. That popover lists both documents and Agents, and inserts a coloured chip rather than plain text.
4. To hand a document to a model in conversation, write @kb:brand/voice in your message. That is the mention format the platform parses, resolves and injects — and it is the same kb:class/slug shape the model uses when it cites something back at you, so a citation you paste into a new question round-trips.
5. Right-click a tree row for Copy path and Copy wikilink when you want the reference without hunting for it.

Moving a document

Treat a document's path as fixed once other documents point at it. The Rename item in the tree's right-click menu sends a path change that the document-update endpoint does not accept today, and the rewriter that would repoint inbound [[oldPath]] references ships but is not wired to a rename. To move something, create it at the new path, copy the body across, and archive the old one — then fix the references deliberately. Links inserted by the [[ picker are ordinary Markdown links and behave like any other link.

Metadata, classes and tags

The right-hand panel saves each field on its own as you change it: class chips, tags (400 ms debounce), description and language (800 ms), status (draft / active / archived), the lock toggle and mode, plus a read-only Source badge — user, agent, imported or seeded — that tells you at a glance who wrote what.

How to: create a document without uploading a file

The workbench has no "+ New document" button today. Three paths do work, and all three land in the same place:

1. From the chat rail, on any page of that Work: "create a KB document at glossary/terms in the glossary class titled Approved terminology" — the rail calls create_kb_document. Say the word "knowledge" or "document" in your message so the KB tools are gated into that turn.
2. From an external session over MCP: kb.create with workId, path, title, class and a Markdown body.
3. Over REST: POST /api/works/:id/kb/documents with the same four required fields.

The fourth way is the one you have already used: uploading a file, which creates the document as a side effect of extraction. A plain .md file is passed through verbatim, so "write it in your editor and drop it in" is a perfectly good authoring loop.

Every one of them writes .content/kb/<class>/<slug>.md plus its .yml sidecar into the Work's Git data repository and indexes the body for retrieval, so a document created from a script is indistinguishable from one typed in the browser.

Locks

A lock is what stops a scheduled regeneration from quietly rewriting your lawyer's paragraph.

Mode	Effect	Use it for
full	Every agent edit is refused. Humans still edit in the workbench.	Legal copy, approved brand statements
additions-only	Agents may append; existing body and metadata are frozen.	Research dossiers you want to keep growing, not rewritten

Locking takes manager or owner role on the Work. A full lock also disables Rename, Duplicate and Delete in the context menu, and an agent's write comes back as a refusal rather than a silent no-op.

How to: lock the legal copy

1. Open the document at /works/:id/kb/legal/<slug>.md.
2. In the metadata panel, switch the lock toggle on and choose full.
3. Confirm it took: the tree row shows a padlock, and the metadata panel reports the mode.
4. From a script, the same move is POST /api/works/:id/kb/documents/:docId/lock with { "mode": "full" }, or the kb.lock MCP tool with lockMode: "additions-only" when you want the softer one.

Git history and restore

Every KB mutation is a commit in the Work's data repository. In the metadata panel, View Git history lists the commits that touched this document's body, newest first (up to 50). Each row has a Restore button: restoring reads the body at that commit, writes it back onto the live document and mirrors a fresh commit — so the history moves forward instead of being rewritten. The API pair is GET …/documents/:docId/history?limit= and POST …/documents/:docId/restore with { "commitSha": "…" }.

3. Review what the agents wrote

Proposed, not published

Anything created with source agent is born reviewState: proposed, and proposed documents are excluded from context injection on every retrieval path. That is the circuit breaker that stops an agent from teaching itself its own guesses: a claim an agent invented on Monday cannot become the ground truth it reads on Tuesday unless a human said yes in between.

Documents with no review state — everything a person writes, and everything written before the feature existed — count as accepted and keep feeding context exactly as before.

Decisions

A decision-class document records a call: what was decided, why, and whether it still holds. Decisions carry their own status, separate from the document's publish status.

proposed  →  accepted  →  superseded  →  archived

archived is reachable from any non-terminal state, and an illegal move is refused with 409. Superseding with a supersededByDocId records the replacement on both documents, so a reader always lands on the decision currently in force. Accepted decisions are injected into every run in their own labelled section, ahead of general notes; a superseded or archived one that a query drags back is labelled historical — replaced by so the archive is never served as current truth.

How to: clear a Work's review queue

1. In the workbench tree header, click Review — the badge next to it is the count of proposed documents, and it is the quickest place to see that count. The route is /works/:id/kb/review.
2. Expand a row's chevron to read the body. Rows show the class, the source and when it was created; the preview is fetched lazily, one document at a time.
3. Pick an action per row:
   • Accept — the document starts feeding agent context immediately. A decision still in proposed is accepted as current in the same call.
   • Edit & accept — opens the document in the normal editor. A banner at the top of that page carries the Accept button, so you fix the wording first and accept in place.
   • Supersede — decision documents only. Pick the survivor from the candidate list; the losing decision keeps its history and points readers at the replacement.
   • Archive — kept readable, dropped from listings and from every prompt. Never a physical delete.
4. Rows leave the queue as you resolve them. A failed action names what failed and leaves the row where it is, so a refusal never reads as success.

The organization-level equivalent — proposals from consolidation, and org-scoped documents — is the Awaiting review panel on /memory, with Accept and Reject.

Memory health, right above the queue

The same page renders the memory health panel, and it is the reason the queue feels worth clearing:

Metric	The question it answers
Recall hit rate	Were the documents we injected actually cited afterwards?
Stale decisions	How many settled calls has nobody revisited inside the freshness horizon?
Review backlog	How much agent-written memory is waiting — and therefore excluded from every prompt?
Gap topics	Which questions did retrieval fail to answer at all?

Every rate is nullable and renders as "Not measurable yet" when it cannot be computed — never as 0%, because "we measured zero" and "we cannot measure" are different facts.

4. Ask, and check the citations

What actually reaches the prompt

Retrieval assembles one <kb>…</kb> block, in a fixed priority order, and it is worth knowing because it explains most "why did it ignore my document" questions:

1. Always-injected — every active brand, legal, style and glossary document, regardless of the question. Per-Work overrides live on the Work's KB retrieval config.
2. Accepted decisions — grouped into their own labelled section with a status prefix on each heading.
3. Query-retrieved — the top hits for the actual question, ranked by Reciprocal Rank Fusion over a lexical search and a pgvector similarity search, so a lexical miss and a semantic miss have to happen together for a document to be dropped.

Superseded, archived and proposed documents are excluded from steps 1 and 2 by construction. Each document is rendered as ## {title} (kb:{class}/{slug}) followed by its body, and the whole block is capped — over the cap, the last document's body is trimmed with […truncated] and earlier ones are kept whole.

How to: put specific documents in front of a model

There are three paths, and they are not the same mechanism — knowing which one you are on saves a lot of guessing.

1. An agent run or a generation needs nothing from you. The bundle above is resolved automatically from the Work, using the run's own prompt as the query.
2. From a script, pin documents by name. POST /api/v1/chat/completions with an x-work-id header is the OpenAI-compatible surface, and it is the one that parses @kb: mentions: write "Rewrite this intro. Follow @kb:brand/voice and @kb:style/house-style." and each resolved mention is injected as a <kb> block ahead of your message, with an instruction to cite what it used as kb:{class}/{slug}. A mention that resolves to nothing — wrong path, no access — is dropped silently and the answer proceeds without it.
3. In the dashboard chat rail, ask by name. "Read the KB document at brand/voice, then rewrite this intro in that voice." The rail reaches the KB through its own tools — list_kb_documents, create_kb_document, update_kb_document, delete_kb_document, list_kb_tags, create_kb_tag — so say "knowledge" or "document" in the message to make sure that tool domain is gated into the turn.

Whichever path produced it, an assistant answer containing kb:{class}/{slug} tokens renders a Cited: footer when you are on a Work page. Each document appears once as a chip: hover to preview it, click to open it in the workbench.

How to: find out why a document keeps showing up

1. Open a decision document in the workbench. Ask why is deliberately scoped to the decision class — that is where "is this still what we retrieve?" is the question people actually ask.
2. In the metadata panel, expand Ask why.
3. Read the retrieval trail: which questions retrieved this document, when, how many documents came back alongside it, and how many citations exist against it.

Documents in the other ten classes have no Ask why control in the panel today, but the same trail is one request away for any document: GET /api/works/:id/kb/documents/:docId/retrieval-trail, with optional windowDays (default 90, clamped to 1–365) and limit (default 20, clamped to 1–100).

There is no model anywhere in that path — it is a read of an append-only log. An explanation that can hallucinate is worse than none, because it is the one surface a reader trusts unconditionally.

Searching inside the workbench

Press Cmd+K (Ctrl+K) anywhere in the workbench for a palette scoped to this Work's KB. It searches title, description and body, and narrows server-side with chips for class, tags, status, locked state and language — so results cover the whole KB, not just the page already loaded. The facet bar above the tree does the same job for class and source while you browse.

5. Organization memory

Everything above is one Work. /memory is the layer above: every Work's KB in the active Organization, plus the documents that belong to the Organization itself, in one faceted list — with files, meetings, agent memory, the org review queue and the consolidation pass. It is documented end to end in Memory (Org-Wide); two things are worth doing early.

One habit is free: files you attach to a chat message are ingested into org-wide Memory in the background, reading the bytes back from the storage spine that already holds them. Dropping a deck into a conversation therefore keeps it after the conversation scrolls away.

How to: turn on scheduled consolidation

An append-only memory silts up: the same fact arrives four times and nobody can tell which copy is in force. Consolidation promotes the strongest documents, marks near-duplicates as superseded (never deleting them), and — with an AI provider configured — merges clusters of three or more into one document that lands in the review queue.

1. Sidebar → Memory, and press Consolidate in the header for a one-off. The first pass is always a dry run: read the report, then press Apply to persist the markers or Cancel to walk away.
2. Scroll to Scheduled consolidation at the bottom of the page.
3. Turn Run on a schedule on and pick a cadence — Day, Week or Month. Weekly is the default.
4. Choose the mode. Report only (dry-run) computes and writes nothing. Propose merges (propose) persists the promote and supersede markers and files syntheses as proposals. Neither mode ever auto-accepts anything, and neither deletes anything.
5. Check back on the Awaiting review panel afterwards — that is where a synthesis lands.

From a script the same knobs are GET and PUT /api/memory/consolidation/settings; every field is optional and merges onto what is stored.

Publish once, inherit everywhere

Three classes — legal, style and seo — can live at the organization level and be inherited by every Work, with a per-Work override at the same path. Brand identity is deliberately always per-Work. Organization-level documents are created by uploading into Memory, or over the API with POST /api/organizations/:orgId/kb/documents; there is no /orgs/:id/kb screen today. When an inheritable organization document is accepted, it is overlaid into every Work; rejecting one that had been accepted retracts the overlay.

6. The other memory: Agent definition files

A Knowledge Base tells an agent about your business. The definition files tell it who it is — and unlike KB documents, they are not retrieved on relevance, they are always at the top of the prompt.

File	What belongs in it
SOUL.md	Identity — personality, principles, voice
AGENTS.md	Operating instructions and house rules
HEARTBEAT.md	What to do on a scheduled tick, when nothing was assigned
TOOLS.md	Which tools this agent leans on, and when
agent.yml	Metadata — provider, idle behaviour, avatar

They are assembled in a fixed order: identity first, then role, then capabilities, then the operating loop (HEARTBEAT.md on a heartbeat run, a per-trigger preamble otherwise), then tools, then skills, then scope context, then memory. Identity is first on purpose — the model anchors on "who am I" before "how do I do it".

All five files are stored inline on the Agent row today, for every scope alike — Tenant, Mission, Idea and Work — which is why the read endpoint reports storage: "db" whatever an agent is scoped to. Git-backed storage in the scope's own repository is the designed end state and is not wired yet; when it lands, the same endpoints will report storage: "git" and nothing in the editing loop below changes.

How to: edit an agent's instructions

1. Open /agents/:id/instructions. Five pills across the top, one per file.
2. Pick a pill and edit the body. It autosaves 800 ms after you stop typing; the pill shows saving, saved, conflict or error.
3. A conflict means someone (or the agent itself) changed that file since you loaded the page — refresh and re-apply your edit. Saves carry the hash you loaded, so a concurrent write is never silently clobbered.
4. Keep each file under 64 KB; that cap is enforced server-side on every write path.
5. Over REST: GET /api/agents/:id/files/:name returns { name, body, hash, storage }, and PUT the same path with { "body": "…", "expectedHash": "…" } returns the new hash.

An agent can edit its own files — that is one of the moves available on an idle heartbeat tick, and it is how an agent captures a learning permanently. It only happens when canEditAgentFiles is on for that agent, the body is secret-scanned, and it is limited to once per file per run. No agent can touch another agent's files.

Turning recall off

Recalled memory from previous runs is injected as a fenced, explicitly lower-trust block — it replays content that may have processed hostile external text, so it is wrapped, budgeted (about 1 500 tokens) and time-boxed. It is on by default and can be turned off at two levels:

Toggle	How	Effect
Per Work	PATCH /api/works/:id with { "memoryRecallEnabled": false }	Self-managed pipeline runs for that Work skip the fenced recall block
Per Agent	The Agent's memoryRecallEnabled field	Task-kind runs of that Agent skip it

Neither touches the write path: sessions still open, save and close. Turning recall off stops the reading, not the remembering.

Reach the KB from a machine

MCP

The MCP server exposes six kb.* tools. Every one takes a workId; document-scoped tools take an idOrPath that resolves to either a UUID or a path like brand/voice.

Tool	Does
kb.list	List documents — filter by class, status, tag, q, limit, offset
kb.get	Read one document — full Markdown body plus metadata
kb.create	Create a document at a path, in a class, with a body
kb.update	Patch title, description, body, tags, categories, language or status
kb.lock	Lock with lockMode: "full" or "additions-only"
kb.unlock	Clear the lock

There is no kb.search and no kb.upload tool — kb.list with q covers search, and multipart uploads go through the REST endpoint or the CLI. Setup for an external session is in Use Ever Works from an MCP Client.

CLI

ever works kb list $WORK_ID --class brand --limit 50
ever works kb get $WORK_ID brand/voice --json | jq '.tags'
ever works kb upload $WORK_ID ./calls/2026-09-01.mp3 --class research
ever works kb lock $WORK_ID legal/disclaimer --mode full
ever works kb unlock $WORK_ID legal/disclaimer

note

One rough edge on kb lock

The API accepts exactly two lock modes, full and additions-only. The CLI's own validator accepts full and content, so ever works kb lock … --mode full is the combination that works end to end today. For an additions-only lock, use the workbench toggle, the kb.lock MCP tool, or POST /api/works/:id/kb/documents/:docId/lock directly.

The CLI deliberately ships no create or update — Markdown bodies are miserable to pass as flags. Use the workbench, the MCP tools, or kb upload for file-driven creation. Full argument reference: KB over MCP & CLI.

A hygiene checklist

Cadence	Do this	Where
Weekly	Clear the review badge. Proposed documents are captured learning that is feeding nothing until you accept it.	/works/:id/kb/review, /memory
Weekly	Scan the Originals tab for Extraction failed and No text extracted rows. A stored file that never became a document is invisible to every agent.	/works/:id/kb → Originals
Weekly	Read the gap topics on the health panel. They are the questions retrieval could not answer — each one is a document you have not written yet.	/works/:id/kb/review
Monthly	Re-read the four always-injected documents out loud. They are in every prompt; stale guidance there is expensive everywhere.	/works/:id/kb, classes brand/legal/style/glossary
Monthly	Check the stale-decision rate. A decision nobody has revisited in three months is either settled or forgotten, and the two look identical from outside.	/works/:id/kb/review
Monthly	Run consolidation and read the report before applying. Promoted and superseded lists are a good map of what your memory actually contains.	/memory → Consolidate
Quarterly	Re-read every agent's SOUL.md and AGENTS.md. Agents that were tuned for a business you no longer run behave exactly as instructed.	/agents/:id/instructions
Quarterly	Audit the locks. Anything a scheduled run must never touch should be full; anything else probably should not be locked at all.	Metadata panel on each document

What is not automatic yet

Being straight about the edges:

• There is no "+ New document" button in the workbench. Upload, chat, MCP and REST all create documents; the button does not exist yet.
• Rename and Duplicate in the tree's context menu do not land. Rename sends a path change the update endpoint does not accept, and Duplicate posts to a /duplicate route that does not exist yet. The wikilink rewriter that would repoint [[oldPath]] references ships and is tested, but nothing calls it. Create-and-archive is the reliable way to move a document.
• The palette search is lexical. Semantic and RRF-blended retrieval runs on the agent side; what you type into Cmd+K is a text search.
• There is no /orgs/:id/kb screen. Organization-level documents come from a Memory upload or from the API.
• External memory and RAG plugins are contracts only. The plugin manifest carries memory and rag categories with capability interfaces, and nothing ships under either yet. Built-in retrieval is unchanged and remains the default; the vector-store and content-extractor seams beside them are real and populated today.
• Agent definition files are database-inline for every scope. The read endpoint reports storage: "db" for Tenant, Mission, Idea and Work-scoped agents alike; Git-backed storage in the scope's repository is designed but not wired. Editing, the 64 KB cap and the expectedHash concurrency check all work today and do not change when it lands.
• getKbDocument, the placeholder agent tool, always errors. The working agent-side KB tools are kb_search, kb_read, kb_write, kb_lock and kb_unlock, registered by the agent pipeline.

Related

• Knowledge Base & Memory · Memory (Org-Wide) · Decisions & Review — the reference pages behind this guide
• Knowledge Base user guide · KB over MCP & CLI — concepts and the full machine surface
• Agents · Agent Capabilities · Advanced Prompts — the instruction half of memory
• Plugins · Upload Storage Backends · Meetings — where extractors, transcription, originals and transcripts come from
• Activity Log & Schedules · Organizations — the audit trail and the scoping model
• Run Your Business 24/7 with Agents · Do Everything From Chat · Platform Tour
• Use Ever Works from an MCP Client · CLI Quickstart
• API reference: Works · Agents · Activity Log