Knowledge & attachments

Pulse exposes 21 of its 198 MCP tools for context attached alongside the structured ADLC artifacts:

Knowledge base entries — text snippets, design docs, API specs, analysis notes — attached to ideation, refinement, spec, or card. 18 tools (server.py:4131–4281, :7565–7825, :10777–10974, :11074–11280).
Binary file attachments — files on cards. 3 tools (server.py:3166–3317).

Both share an important runtime trick: large documents and binary files can be loaded server-side via file_path or file_url rather than base64-passed through the model. The bytes never enter the LLM context, saving tokens and avoiding round-trip corruption. Source-of-truth citations: okto-pulse-feature-inventory.md:272–289 (attachments + comments sub-section), :290–314 (ideation knowledge), :395–410 (card knowledge), :353–370 (spec knowledge), :446–456 (refinement knowledge).

Knowledge bases vs. attachments

	Knowledge entries	Attachments
Stored on	Inline JSONB on the parent (or a dedicated table for spec/ideation/refinement)	Filesystem under `~/.okto-pulse/uploads/` with metadata in `attachments` table
Content type	UTF-8 text (Markdown by default)	Any MIME type (binaries OK)
Attached to	Ideation, refinement, spec, card	Card only
Propagation	Ideation KEs auto-propagate to derived refinements/specs; spec KEs copy to cards via `copy_knowledge_to_card`	None — attachments stay on the card they were uploaded to
Loaders	`content` (inline) / `file_path` (host) / `file_url`	`content_base64` / `file_path` / `file_url`
Permission	`Permissions.SPECS_UPDATE` (most), `Permissions.CARDS_UPDATE` (card knowledge)	`Permissions.ATTACHMENTS_UPLOAD` / `_DELETE` / `BOARD_READ`

Use knowledge entries when an agent needs to read the content while reasoning. Use attachments for binaries (PDFs, images, raw datasets) the agent needs to reference but not parse — or for any payload outside the text envelope.

Knowledge entries

Every parent type follows the same shape: add / list / get / delete. Cards add a fifth tool — update — because card knowledge is mutable inline JSONB.

Tool reference by parent

Ideation (`server.py:4131–4281`)

Tool	Line	Purpose
`okto_pulse_list_ideation_knowledge`	4131	List entries on an ideation.
`okto_pulse_get_ideation_knowledge`	4167	Get one entry by ID.
`okto_pulse_add_ideation_knowledge`	4193	Add an entry (text, file ref, URL). Auto-propagates to refinements/specs derived from this ideation.
`okto_pulse_delete_ideation_knowledge`	4249	Delete an entry.

Tool	Line	Purpose
`okto_pulse_list_refinement_knowledge`	11074	List entries on a refinement.
`okto_pulse_get_refinement_knowledge`	11118	Get one entry.
`okto_pulse_add_refinement_knowledge`	11160	Add an entry.
`okto_pulse_delete_refinement_knowledge`	11235	Delete an entry.

Spec (`server.py:10777–10974`)

Tool	Line	Purpose
`okto_pulse_list_spec_knowledge`	10777	List entries on a spec.
`okto_pulse_get_spec_knowledge`	10821	Get one entry.
`okto_pulse_add_spec_knowledge`	10863	Add an entry.
`okto_pulse_delete_spec_knowledge`	10938	Delete an entry.

Card (`server.py:7565–7825`)

Tool	Line	Purpose
`okto_pulse_copy_knowledge_to_card`	7565	Copy spec KEs to a card as inline KEs. Empty `knowledge_ids` copies all. Sets `source = "copied_from_spec:<spec_id>:<kb_id>"`.
`okto_pulse_add_card_knowledge`	7658	Attach a KE directly to a card (no spec needed).
`okto_pulse_list_card_knowledge`	7721	List entries on a card. Returns full content.
`okto_pulse_get_card_knowledge`	7741	Get one entry.
`okto_pulse_update_card_knowledge`	7760	Update a card KE in place.
`okto_pulse_delete_card_knowledge`	7808	Delete a card KE.

Three ways to load content

add_ideation_knowledge, add_refinement_knowledge, and add_spec_knowledge all take a content / file_path / file_url triplet. Provide exactly one — the others stay empty.

Field	When to use	Token cost in agent context
`content`	Small inline snippets — runbooks, short ADRs, code stubs ≤ a few KB.	Full content — counts against your context window.
`file_path`	Local UTF-8 text file on the MCP server host (absolute path).	Path string only — bytes load server-side.
`file_url`	HTTP(S)-reachable UTF-8 text document.	URL string only — server fetches the bytes.

Input to okto_pulse_add_spec_knowledge:
  board_id:    "brd_abc123"
  spec_id:     "spec_XYZ"
  title:       "Stripe webhook contract"
  description: "Stripe's documented webhook events we rely on for payment lifecycle."
  mime_type:   "text/markdown"
  file_url:    "https://internal.docs/stripe-webhook-contract.md"

Output:
{
  "success": true,
  "knowledge": {
    "id":        "kb_001",
    "title":     "Stripe webhook contract",
    "mime_type": "text/markdown"
  }
}

File content is loaded once at attachment time and persisted on the parent. Subsequent edits to the source URL do not auto-refresh the entry — re-add (or for cards, update_card_knowledge) to capture changes.

Card knowledge is mutable

Specs/ideations/refinements treat knowledge as append-then-delete. Cards are different: okto_pulse_update_card_knowledge lets agents revise an entry in place — useful for evolving implementation notes captured during a card’s lifetime.

Input to okto_pulse_update_card_knowledge:
  board_id: "brd_abc123"
  card_id:  "card_001"
  knowledge_id: "kb_d4f3a1b2c0"
  title:    "Implementation notes — payment retry"
  content:  "Decided to use exponential backoff with jitter (3, 6, 12s) ..."

Output:
{
  "success": true,
  "knowledge": { "id": "kb_d4f3a1b2c0", "title": "...", "content": "..." }
}

Spec → card propagation

When a sprint slices a spec into cards, attach the relevant knowledge to each card so the implementer’s view is self-contained. copy_knowledge_to_card deep-copies entries from the source spec onto Card.knowledge_bases with stable provenance.

Input to okto_pulse_copy_knowledge_to_card:
  board_id:      "brd_abc123"
  spec_id:       "spec_XYZ"
  card_id:       "card_001"
  knowledge_ids: ["kb_001", "kb_004"]

Output:
{
  "success":       true,
  "copied":        2,
  "knowledge_ids": ["cardkb_kb_001", "cardkb_kb_004"],
  "total_on_card": 2
}

The source field of each copied KE is set to copied_from_spec:<spec_id>:<kb_id> so traceability is preserved through the lineage. Re-running the copy is idempotent — entries already attached (matched on id or source) are skipped. knowledge_ids accepts a native list (preferred), a JSON array string, or pipe-separated values. Comma-only strings are rejected — see okto_pulse.core.mcp.helpers.coerce_to_list_str.

File attachments

Three tools, all card-scoped (server.py:3166–3317).

Tool	Line	Purpose
`okto_pulse_upload_attachment`	3166	Upload a file to a card. Provide exactly one of `content_base64` / `file_path` / `file_url`.
`okto_pulse_list_attachments`	3239	List all attachments on a card with id, filename, mime_type, size, uploader, timestamp.
`okto_pulse_delete_attachment`	3283	Delete an attachment by ID.

Three loaders, same trade-offs as knowledge

Field	When to use	Token cost in agent context
`content_base64`	Small files (≤ a few hundred KB) the agent already holds in memory.	Full base64 in the request — heavy.
`file_path`	Binary on the MCP server host filesystem.	Path string only.
`file_url`	HTTP(S)-reachable file.	URL string only.

Input to okto_pulse_upload_attachment:
  board_id:  "brd_abc123"
  card_id:   "card_001"
  filename:  "checkout-flow-pdf.pdf"
  mime_type: "application/pdf"
  file_path: "/tmp/checkout-flow-pdf.pdf"

Output:
{
  "success": true,
  "attachment": {
    "id":        "att_7f3a91b4c0d2",
    "filename":  "checkout-flow-pdf.pdf",
    "mime_type": "application/pdf",
    "size":      482301
  }
}

okto_pulse_list_attachments is read-only (Permissions.BOARD_READ); both upload and delete require their own scoped permissions. A blocked agent gets FORBIDDEN — adjust the preset in Board → Agents → Edit.

Input to okto_pulse_list_attachments:
  board_id: "brd_abc123"
  card_id:  "card_001"

Output:
[
  {
    "id":          "att_7f3a91b4c0d2",
    "filename":    "checkout-flow-pdf.pdf",
    "mime_type":   "application/pdf",
    "size":        482301,
    "uploaded_by": "agent_design",
    "created_at":  "2026-05-07T18:42:11+00:00"
  }
]

Permissions summary

Action	Permission flag
Add / delete knowledge on ideation, refinement, spec	`Permissions.SPECS_UPDATE`
Add / update / delete knowledge on card	`Permissions.CARDS_UPDATE`
List / get knowledge (any parent)	`Permissions.BOARD_READ`
Upload attachment	`Permissions.ATTACHMENTS_UPLOAD`
Delete attachment	`Permissions.ATTACHMENTS_DELETE`
List attachments	`Permissions.BOARD_READ`
Copy knowledge spec → card	`Permissions.CARDS_UPDATE` (the destination governs)

See Permissions for the registry and presets.

Errors

Standard MCP error envelope. Codes that hit this domain:

Code	Most common cause
`VALIDATION_ERROR`	Empty `title` or `content` on add; multiple loaders supplied; invalid `file_path` (not absolute, not UTF-8, doesn’t exist on the MCP host); `file_url` returned non-text or non-200.
`NOT_FOUND`	Parent entity (ideation/refinement/spec/card) belongs to a different board, or the knowledge/attachment ID does not exist.
`FORBIDDEN`	Agent’s preset does not allow the permission named in the table above.
`RATE_LIMITED`	`file_url` fetches share the host-side HTTP client’s rate budget — back off and retry.

{
  "error": "VALIDATION_ERROR",
  "message": "Provide exactly one of content, file_path, or file_url.",
  "detail": {}
}

Next steps

Architecture & mockups

Visual design artifacts — entities, interfaces, diagrams, screen mockups.

Comments & questions

Free-text comments, choice questions, and Q&A across every entity type.

MCP reference index

All 198 tools across 8 domains.

ADLC pipeline

Where knowledge and attachments flow through the pipeline.

Get started

Concepts

Configuration

Reference

Permissions & Agents

Guides

KG Operations

Operations

Help

Knowledge & attachments

Knowledge & attachments

Knowledge bases vs. attachments

Knowledge entries

Tool reference by parent

Ideation (`server.py:4131–4281`)

Refinement (`server.py:11074–11280`)

Spec (`server.py:10777–10974`)

Card (`server.py:7565–7825`)

Three ways to load content

Card knowledge is mutable

Spec → card propagation

File attachments

Three loaders, same trade-offs as knowledge

Permissions summary

Errors

Next steps

Architecture & mockups

Comments & questions

MCP reference index

ADLC pipeline

Get started

Concepts

Configuration

Reference

Permissions & Agents

Guides

KG Operations

Operations

Help

Documentation Index

​Knowledge & attachments

​Knowledge bases vs. attachments

​Knowledge entries

​Tool reference by parent

​Ideation (server.py:4131–4281)

​Refinement (server.py:11074–11280)

​Spec (server.py:10777–10974)

​Card (server.py:7565–7825)

​Three ways to load content

​Card knowledge is mutable

​Spec → card propagation

​File attachments

​Three loaders, same trade-offs as knowledge

​Permissions summary

​Errors

​Next steps

Architecture & mockups

Comments & questions

MCP reference index

ADLC pipeline

Knowledge & attachments

Knowledge bases vs. attachments

Knowledge entries

Tool reference by parent

Ideation (`server.py:4131–4281`)

Refinement (`server.py:11074–11280`)

Spec (`server.py:10777–10974`)

Card (`server.py:7565–7825`)

Three ways to load content

Card knowledge is mutable

Spec → card propagation

File attachments

Three loaders, same trade-offs as knowledge

Permissions summary

Errors

Next steps