# Phase 10: Agent Capabilities - Context

**Gathered:** 2026-03-26
**Status:** Ready for planning

<domain>
## Phase Boundary

Connect the 4 built-in agent tools to real external services. The biggest deliverable is the knowledge base document pipeline (upload → chunk → embed → search). Web search and HTTP request tools already have working implementations that need API keys configured. Calendar tool needs Google Calendar OAuth integration with full CRUD (not just read-only).

</domain>

<decisions>
## Implementation Decisions

### Knowledge Base & Document Upload
- **Supported formats:**
  - Files: PDF, DOCX/Word, TXT, Markdown, CSV/Excel, PPT/PowerPoint
  - URLs: Web page scraping/crawling via Firecrawl
  - YouTube: Transcriptions (use existing transcripts when available, OpenWhisper for transcription when not)
- KB is **per-tenant** — all agents in a tenant share the same knowledge base
- Dedicated **KB management page** in the portal (not inline in Agent Designer)
  - Upload files (drag-and-drop + file picker)
  - Add URLs for scraping
  - Add YouTube URLs for transcription
  - View ingested documents with status (processing, ready, error)
  - Delete documents (removes chunks from pgvector)
  - Re-index option
- Document processing is **async/background** — upload returns immediately, Celery task handles chunking + embedding
- Processing status visible in portal (progress indicator per document)

### Web Search
- Brave Search API (already implemented in `web_search.py`)
- Configuration: Claude's discretion (platform-wide key recommended for simplicity, BYO optional)
- `BRAVE_API_KEY` added to `.env`

### HTTP Request Tool
- Already implemented in `http_request.py` with timeout and size limits
- Operator configures allowed URLs in Agent Designer tool_assignments
- No changes needed — tool is functional

### Calendar Integration
- Google Calendar OAuth per tenant — tenant admin authorizes in portal
- Full CRUD for v1: check availability, list upcoming events, **create events** (not read-only)
- OAuth callback handled in portal (similar pattern to Slack OAuth)
- Calendar credentials stored encrypted per tenant (reuse Fernet encryption from Phase 3)

### Claude's Discretion
- Web search: platform-wide vs per-tenant API key (recommend platform-wide)
- Chunking strategy (chunk size, overlap)
- Embedding model for KB (reuse all-MiniLM-L6-v2 or upgrade)
- Firecrawl integration approach (self-hosted vs cloud API)
- YouTube transcription: when to use existing captions vs OpenWhisper
- Document size limits
- KB chunk deduplication strategy

</decisions>

<specifics>
## Specific Ideas

- The KB page should show document processing status live — operators need to know when their docs are ready for agents to search
- YouTube transcription is a killer feature for SMBs — they can feed training videos, product demos, and meeting recordings into the agent's knowledge base
- URL scraping via Firecrawl means agents can learn from the company's website, help docs, and blog posts automatically
- Calendar event creation makes the Sales Assistant and Office Manager templates immediately valuable — they can actually book meetings

</specifics>

<code_context>
## Existing Code Insights

### Reusable Assets
- `packages/orchestrator/orchestrator/tools/builtins/web_search.py` — Brave Search API integration (working, needs key)
- `packages/orchestrator/orchestrator/tools/builtins/kb_search.py` — pgvector similarity search (needs chunk data)
- `packages/orchestrator/orchestrator/tools/builtins/http_request.py` — HTTP client with limits (working)
- `packages/orchestrator/orchestrator/tools/builtins/calendar_lookup.py` — Placeholder stub (needs Google Calendar)
- `packages/orchestrator/orchestrator/memory/embedder.py` — SentenceTransformer singleton (reuse for KB embedding)
- `packages/shared/shared/models/kb.py` — KbDocument and KbChunk ORM models (created in Phase 2 migration)
- `packages/shared/shared/crypto.py` — Fernet encryption (reuse for Google Calendar tokens)
- `packages/shared/shared/api/channels.py` — OAuth pattern (reuse for Google Calendar OAuth)

### Established Patterns
- Celery tasks for background processing (fire-and-forget with `embed_and_store.delay()`)
- pgvector HNSW cosine similarity with tenant_id pre-filter
- MinIO/S3 for file storage (configured but not used for KB yet)
- Fernet encrypted credential storage per tenant

### Integration Points
- Portal needs new `/knowledge-base` page (similar to `/settings/api-keys`)
- Gateway needs document upload endpoint (multipart file upload)
- Gateway needs Google Calendar OAuth callback route
- Agent Designer needs Google Calendar connection status display
- Nav needs KB link added for customer_admin + platform_admin

</code_context>

<deferred>
## Deferred Ideas

None — discussion stayed within phase scope

</deferred>

---

*Phase: 10-agent-capabilities*
*Context gathered: 2026-03-26*
