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Data Sources and Knowledge Bases
Data sources give an agent access to information beyond its instructions. Add sources from the Data Sources area, then select them in the agent’s Tools and Knowledge Bases configuration.
Supported sources
- Third Party Apps: These apps are like Gmail, Google Calendar or Notion that your agent can connect to as context while working on various tasks.
- Documents: Upload files such as PDF, DOCX, TXT, CSV, Markdown, and presentations.
- Web pages: Provide a URL for the agent to reference.
- REST APIs: Connect an external API with API key, OAuth, custom headers, URL parameters, or an OpenAPI specification.
- Databases: Provide a database connection string and, optionally, a query prompt.
Add a source
- Open Data Sources and choose Add data source.
- Select the source type.
- Enter a name and description so the source is easy to identify.
- Complete the fields for that source type and save it.
- Open the agent configuration and select the source under Tools and Knowledge Bases.
The platform processes connected content so the agent can retrieve relevant information while working. Assign only the sources the agent needs for its role.
API and database sources may contain sensitive credentials. Use least-privilege credentials and avoid placing secrets in descriptions, prompts, or URLs.