upload_document
Upload a document to the organization's knowledge base. Documents can be templates, policies, contracts, procedures, guides, or references. They are indexed in the knowledge graph and automatically surfaced as context when relevant to a task. Supports both text and binary files: for binary files (PDFs, images, etc.), set is_base64=true and provide the content as a base64-encoded string, along with the appropriate mime_type (e.g. 'application/pdf', 'image/png'). Optionally set file_name for the original filename. Embeddings are generated automatically for search.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| tags | No | Tags for categorization and search (e.g. ['tax', 'contract', 'template']) | |
| title | Yes | Document title | |
| content | Yes | Full document content (text/markdown) | |
| category | Yes | Category: template, policy, procedure, reference, contract, guide, checklist, other | |
| team_ids | No | Team IDs to associate with (optional, alternative to team_names) | |
| file_name | No | Original file name (e.g. 'contract.pdf'). Optional. | |
| is_base64 | No | Set to true if content is base64-encoded (for binary files like PDFs, images) | |
| mime_type | No | MIME type of the content (default: text/plain). Use application/pdf, image/png, etc. for binary files. | |
| project_id | No | Project ID to associate with (optional, alternative to project_name) | |
| team_names | No | Team names to associate the document with (optional, for team-level access control) | |
| project_name | No | Project name to associate with (optional) |