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MatrixOne Intelligence Docs
MatrixOne Intelligence Docs
  • Overview

Get started

  • Get started
    • Welcome
    • Before you begin
    • Build your first data application
    • What you just did
    • Where to go next

Guides

  • Guides
    • AI Studio
      • Resource Center
        • Workspace
        • Members
        • Catalog
        • Manage Catalog basic objects
        • Compute
        • Share data
        • Subscribe
        • Models and operators
      • Data Sources
        • Connectors
        • Load data
        • Import tasks
        • Export
      • Processing
        • Workflows
          • Create and orchestrate
          • Variables and data flow
          • Nodes
            • AI processing
              • General Document Parsing
              • Parse Image
              • Parse Audio
              • Parse Video
              • Text Embedding
              • Clean
              • Segment
              • Information Extraction
              • AI Inference
              • Image Embedding
              • Embed and Add to Knowledge Base
            • Data IO
              • Read MOI Table
              • Read MOI Volume
              • Save to MOI Table
              • Save to MOI Volume
              • Export Externally
            • Flow control
              • Parallel
              • Conditional Branch
              • Loop
              • Workflow Trigger
              • Sub-workflow
            • Code processing
              • SQL Processing
              • Python Processing (Custom Operator)
            • Other nodes
              • Save File to MOI Volume, Then Import to MOI Table
              • CAD Drawing Segmentation
              • Catalog File Shard Manifest
              • Lineage Registration
              • Register Table Lineage
              • Document Text Embedding
              • Build Document Visual Manifest
              • Email Archive Parsing
              • Write Document Files
              • Hierarchical Document Splitting
          • Run and debug
          • Workflow templates
            • Prepare Document Knowledge Base
            • Prepare Document Knowledge Base with Image Index
            • Document Information Extraction
            • Extract Information to Table
            • Drawing Parsing
            • Multimodal Information Extraction
            • Dataset Generation
            • Speech Transcription Q&A
            • Video Transcription Q&A
            • Memory Governance
            • Prepare text and images for RAG
            • Extract resume information
            • Generate legal fine-tuning data
        • SQL editor
        • Processing patterns
      • Knowledge Bases
        • Create and sources
        • Files and tables
        • Chunks and semantics
        • Chat and search
      • Agents
        • Getting started and concepts
          • What MOI agents can do
          • Explore the workbench
          • Models, skills, tools, and knowledge bases
          • From a conversation to a business assistant
        • New conversation
          • Complete your first conversation
          • Upload files and review results
          • Select a model and runtime environment
          • Inspect execution and troubleshoot
          • Manage conversation history
        • Manage agents
          • Find and use agents
          • Create an agent
          • Understand agent configuration
          • Edit prompts and basic information
          • Bind skills, tools, and knowledge bases
        • Resource Center
          • Skills
            • What is a skill?
            • Find skills
            • Create and upload skills
            • Bind and validate skills
            • Inspect skill details and versions
            • Edit, enable, disable, and delete skills
          • Tools
            • Tools and connections
            • Find marketplace tools
            • Tool configuration guides
              • Bocha Search
              • Tavily Search
              • Brave Search
              • GitHub
              • Codex
              • Feishu
                • Message sending
                • Event subscription
              • Slack
              • Grafana
              • Kubernetes
              • QQ Mail
              • WeCom
                • Application messages and contacts
                • Group robot
                • Enterprise mail
            • Add a custom MCP tool
            • Inspect connections and instances
            • Bind and validate tools
            • Maintain tools and credentials
          • Knowledge bases
            • Knowledge bases and conversation attachments
            • Create a knowledge base and import material
            • Manage files and structured tables
            • File information, tags, and validity dates
            • Manage knowledge chunks
            • Configure semantics and standard Q&A
              • NL2SQL: configure metrics and filters
              • NL2SQL: business rules, table relationships, and standard Q&A
              • NL2SQL: descriptions, mandatory constraints, and dynamic queries
            • Bind and validate knowledge-based answers
          • Runtime environments
            • Create a managed runtime environment
            • Connect a self-hosted runtime environment
            • Terminals, networking, and maintenance
        • Automation
          • When to use automation
          • Create scheduled, API, and event tasks
          • Turn a conversation into automation requirements
          • Manage rules and run history
          • View today's trigger stream
          • Check results and troubleshoot
      • Monitoring
        • SQL execution records
        • Jobs
        • Logs
        • Alerts
      • Permissions
        • Users
        • Roles
    • Genesis
      • Model marketplace
      • Debug models
      • Manage API Keys
      • Integrate with apps
      • Observe runtime activity
    • MatrixOne
      • Database instances
      • Permissions: MatrixOne
      • Monitoring
      • Alerts
      • Events
    • Account and billing
      • Account
      • Credentials
      • Credit and pricing
      • Cost and usage
      • Manage billing
      • Genesis usage
      • MatrixOne billing

Develop

  • Overview
    • Concepts
    • Choose an API, SDK, or CLI
  • Quickstarts
    • Download developer tools
      • AI Studio SDK
      • MOI-CLI
    • Call Genesis models
      • Call the API
      • Call with the OpenAI SDK
      • Call with the Anthropic SDK
    • Manage AI Studio resources
      • Prepare API calls
      • Use the SDK
      • Use the CLI
  • API reference
    • Genesis
      • Model inference
        • Find and select a model
        • Generate replies with Chat Completions
        • Generate replies with Messages
        • Generate and manage results with Responses
        • Manage conversations and items
        • Generate embeddings
        • Rerank documents
      • Usage and monitoring
        • Query model catalogs and runtime status
        • Analyze call usage
        • Query and investigate request logs
        • Query local keys and limits
        • Query notifications and notification settings
      • Accounts and billing
        • Query accounts and billing settings
        • Analyze rated usage and costs
        • Query transaction records
        • Query monthly bills and usage line items
        • Query recharge options and orders
        • Query payment authorizations
        • Query subscription products and records
    • AI Studio
      • Resource Center
        • Manage workspaces
        • Manage catalogs, databases, and tables
        • Manage file storage
        • Manage compute resources and specifications
        • Data publishing and subscription
      • Data connections
        • Create and maintain connectors
        • Browse connector data sources
        • Manage connector files
        • Import tasks
        • Export tasks
      • Data processing
        • Manage workflows and templates
        • Run, resume, and retry workflow jobs
        • Manage workflow artifacts and data lineage
        • Use operators and operator API services
        • Execute SQL and manage SQL metadata
        • Manage SQL workbooks and data dashboards
      • Knowledge bases
        • Manage knowledge bases
        • Manage data sources and documents
        • Manage segments and processing tasks
        • Manage semantic entries
      • Agents
        • Build agents
        • Invoke agents and manage sessions
        • Configure models, runtimes, and policies
        • Connect tools, skills, and channels
        • Bind knowledge bases, workflows, and resources
        • Automation tasks, callbacks, and task templates
        • Import and export agent packages and configure system agents
        • Monitor runs and handle feedback
      • Monitoring
        • Query SQL execution records
        • Query operation logs
        • View task execution status
      • Users and permissions
        • Manage users and user tags
        • Manage roles and inheritance
        • Configure data privileges
        • Configure object permissions
        • Configure application permissions
  • AI Studio SDK
    • Workspace management
      • Bind workspace
      • Manage workspace members
    • Data connections
      • Create import and export tasks
    • Data processing
      • Create workflow
      • Run and track workflows
      • Custom operators and workflow templates
      • WorkItem API services
      • View workflow artifacts and data lineage
      • Execute SQL and read query results
    • Resource center
      • Manage catalogs, databases, and tables
      • Manage volumes and files
      • Manage semantic models
      • Create and manage compute resources
      • Data sharing: publish and subscribe
    • Agents
      • Invoke agents and track tasks
    • Monitoring
      • View task execution overview
  • CLI
    • Configuration and authentication
    • Common tasks
      • Scripting and CI automation
      • Workspaces and IAM
      • Compute instances
      • Catalog and semantic models
      • Connectors
      • Data sharing
      • Model service configuration
      • SQL
      • Workflows
      • Semantic models
      • Task execution overview
    • Command reference

Reference

  • Reference
    • SQL reference
      • Structure and Syntax
      • Data Types
      • SQL Statements
      • Functions
      • Operators
      • System Variables
      • System Tables
      • Privilege Categories
      • Limitations
    • API reference
      • AI Studio
        • Workspaces
          • List workspaces
          • Submit a workspace-creation task
          • List workspace-creation tasks
          • Create a workspace
          • Claim a workspace
          • Update a workspace
          • Accept a workspace invitation
          • Delete a workspace
        • Data connections
          • Connectors
            • List connectors
            • Get connector details
            • Create a connector
            • Update a connector
            • Delete a connector
            • Validate connector configuration
          • Connector files
            • List files
            • Upload files
            • Preview a file
            • Download a file
            • Delete a file
          • Browse databases
            • View browsable connectors
            • List databases
            • List database schemas
            • List tables
            • Get table schema
          • Import tasks
            • List tasks
            • Get task details
            • Import task object fields
            • Create a task
            • Upload locally and create an import task
            • Create a database structured-load task
            • Resolve a structured-load backfill start
            • Update a task
            • Delete a task
            • Pause a task
            • Resume a task
            • List task files
            • List run records
            • Retry failed files
          • Export tasks
            • List tasks
            • Get task details
            • Create a task
            • Delete a task
            • List export files
            • Get task status
            • Rerun a task
            • List exportable files
            • Configure an export target
            • Check an export target table name
            • Generate export target column mappings
        • Data processing
          • Workflow
            • Create workflow
            • View workflow list
            • View workflow details
            • Update workflow
            • Pause workflow
            • Resume workflow
            • Delete workflow
          • Workflow template
            • View workflow template list
            • View workflow template details
            • Create workflow template
            • Update workflow template
            • Delete workflow template
          • Workflow job
            • Start workflow job
            • View workflow jobs
            • View workflow job details
            • Refresh workflow job status
            • View workflow job results
            • View workflow job node
            • Pause workflow job
            • Resume workflow job
            • Cancel workflow job
            • Delete workflow job
            • View file execution records
          • Workflow rerun
            • View node rerun plan
            • Rerun from a specified node
            • View workflow reruns
            • View workflow rerun details
            • Cancel workflow rerun
          • Workflow retry
            • Retry workflow job
            • Batch retry workflow jobs
          • Custom operator
            • View custom operator list
            • View custom operator details
            • View custom operator code
            • Create custom operator
            • Update custom operator
            • Test-run custom operator
            • Enable custom operator
            • Disable custom operator
            • Delete custom operator
          • Operator directory
            • View workflow operator list
            • View workflow operator details
          • Operator API service
            • View operator API service configuration
            • Publish operator API service
            • Invoke operator API service
            • Enable operator API service
            • Disable operator API service
          • Data lineage
            • View file processing lineage
            • View processing result lineage
            • View processing node details
            • View processing result output contents
            • View processing result output version list
            • Create processing result output version
            • Set processing result effective version
            • View node output contents
            • View node output version list
            • Create node output version
            • Set node effective version
            • Rerun processing node
            • Rerun processing node with specified output version
          • SQL execution
            • Execute SQL
            • View execution status
            • Cancel execution
            • View execution result
            • Download execution result
          • SQL metadata
            • View database list
            • View tables and views in a database
            • View table information
            • View table column list
            • View table or view creation statement
            • Delete database
            • Delete table
            • Delete view
          • SQL workbook
            • View SQL workbook list
            • View SQL workbook version content
            • Create SQL workbook
            • Update SQL workbook name
            • Delete SQL workbook
            • View SQL workbook version list
            • Create SQL draft version
            • Update SQL draft version
            • Finalize SQL version
          • Data dashboard
            • View data dashboard list
            • View data dashboard details
            • Create data dashboard
            • Update data dashboard
            • Delete data dashboard
            • Create dashboard chart
            • Update dashboard chart
            • Delete dashboard chart
            • Preview dashboard chart SQL
            • Generate dashboard chart SQL draft
            • Run dashboard chart
            • View dashboard chart result
            • Download dashboard chart result
            • Refresh all dashboard charts
        • Resource center
          • Catalog
            • Browse resources
              • Browse the resource catalog
              • Get the Catalog system tree
            • Manage Catalogs
              • List Catalogs
              • Get Catalog details
              • Create a Catalog
              • Update a Catalog
              • Delete a Catalog
              • List Catalog references
            • Databases
              • List databases
              • Get database details
              • Create a database
              • Update a database
              • Delete a database
              • List objects in a database
              • List database tables
              • Run NL2SQL
            • File storage
              • Get volume details
              • Create a volume
              • Update a volume
              • Delete a volume
              • Get the full volume path
              • List files
              • Get file details
              • Create a file
              • Update a file
              • Delete a file
              • Upload a file
              • Preview a file
              • Download a file
              • Create a folder
              • Update a folder
              • Delete a folder
              • Empty a folder
              • Trigger a file workflow
            • Tables
              • Get table information
              • Get a table overview
              • Get the full table path
              • Get table data
              • Preview table data
              • Download table data
              • Create a table
              • Check whether a table exists
              • Truncate a table
              • Delete a table
              • Batch get table information
            • References
              • List Catalog references
              • Query table reference
              • List volume references
              • List folder references
              • Unlink a file
            • Processing results
              • Get a data asset
              • Batch get data assets
              • List file-processing artifacts
              • Batch resolve file artifacts
          • Knowledge Base
            • Manage knowledge bases
              • List knowledge bases
              • List knowledge base tags
              • Get knowledge base details
              • Create a knowledge base
              • Create an empty data-side knowledge base
              • Create a knowledge base with data sources
              • Update a knowledge base
              • Delete a knowledge base
            • Data
              • Upload local files to a knowledge base
              • Upload local files before creating a knowledge base
              • List data
              • Preview data to add
              • Preview data before creating a knowledge base
              • Check whether data has been added
              • Add data
              • Backfill data records for a knowledge base
              • Update data settings
              • Delete data
            • Documents and segments
              • Get document details
              • Preview a source file
              • Preview a processed image
              • Import initial segments
              • Create a segment
              • Update a segment
              • Enable or disable a segment
              • Delete a segment
              • Re-vectorize a data source
              • Switch the current segment version
            • Processing tasks
              • List processing tasks
              • Reconcile processing task status
            • Semantic entries
              • List semantic entries
              • Create a semantic entry
              • Update a semantic entry
              • Delete a semantic entry
              • Import semantic entries
              • Export semantic entries
              • Validate semantic entries
          • Computing resources
            • Query the computing resource list
            • Query computing resource details
            • Create computing resource
            • Update computing resource
            • Check before deletion
            • Delete computing resource
            • Pause computing resources
            • Restore computing resources
            • Retry compute resource
            • Query Worker running status
            • Query computing resource indicators
            • Query the available Worker image
            • Take over ownership of historical computing resources
          • Computing resource specifications
            • Query specification list
            • Query specification management permission
            • Create spec
            • Updated specs
            • Enable or disable specification
          • Data release
            • Query release list
            • Query release summary
            • Query the source database table
            • Check release name
            • Query the workspace name
            • Batch parse workspace names
            • Create Publish
            • Update released
            • Delete post
          • Data Subscription
            • Query subscription list
            • Accept Subscription
            • Unsubscribe
        • Monitoring
          • Get task execution overview
          • List SQL execution records
          • Get SQL execution details
          • Get SQL execution profile
          • Get SQL history overview
          • List operation logs
          • Get operation log overview
        • Users and permissions
          • Users and tags
            • User management
              • List users
              • Create user
              • Update user information
              • Update user status
              • Delete user
            • Roles and audit records
              • Get user-role bindings
              • Update user-role bindings
              • List user audit events
            • User tags
              • View user tag list
              • Create user tag
              • Update user tag
              • Delete user tag
          • Roles and permissions
            • Role management
              • List roles
              • Update role
              • Update role lifecycle
              • View role deletion impact
              • Delete role
            • Role permissions and impact
              • Get the role permission view
              • Get role ownership impact
              • List role audit events
            • Role inheritance
              • List role inheritance relationships
              • Get the role inheritance graph
              • Add role inheritance
              • Remove role inheritance
            • Data privileges
              • View data privileges
              • Validate data privileges
              • Apply data privileges
              • View data privilege operation
              • Repair data privilege operation
              • View permission resources
              • Batch view permission resources
            • Object permissions
              • View object permission view
              • Validate object authorization
              • Apply object authorization
            • Application permissions
              • View permission schema
              • View current identity roles
              • Validate application permission policy
              • Apply application permission policy
        • Agents
          • Agent
            • Query the list of agents
            • Query the details of the agent
            • Create the agent
            • Update agent
            • Delete agent
            • Query resource binding
            • Update resource binding
            • Update model binding
            • Query running strategy
            • Update run policy
            • Query the agent version
            • Delete agent version
            • Set as default version
            • Deactivate agent version
            • Bind operating environment
            • Re-coordinate the operating environment
          • Call the agent
            • Get the agent call instructions
            • Called by other agents
            • Call from MCP client
          • Session
            • Query session list
            • Query session details
            • Create session
            • Update session
            • Query session message
          • Agent feedback
            • Inquiry feedback
            • Query feedback statistics
          • Automation tasks
            • Query task list
            • Query task details
            • Create task
            • Update task
            • Archive task
            • Start task running
            • Query operation details
            • Query running events
            • Query the running results
          • Intelligent body construction
            • Generate candidate solutions
            • Query the current agent configuration
            • Regenerate candidate
            • Cancel candidate
            • Confirm candidate
            • Check available resources
          • Channel example
            • Query instance list
            • Query instance details
            • Create instance
            • Update instance
            • Delete instance
            • Test the new configuration
            • Test created instance
          • Agent model configuration
            • List available models
            • Query model configuration list
            • Query model configuration details
            • Create model configuration
            • Update model configuration
          • Run policy configuration
            • Query the running policy list
            • Query running policy details
            • Create run policy
            • Update run policy
          • Agent knowledge base
            • Query knowledge base list
            • Query knowledge base details
            • Create a knowledge base
            • Update knowledge base
          • Tools
            • Query tool list
            • Query tool details
            • Creation tool
            • Update tool
            • Query tool tag
            • Query agents that reference this tool
            • Query GitHub tool connection
            • Save GitHub tool connection
            • Remove GitHub Tools connection
            • Query Grafana tool connection
            • Save Grafana tool connection
            • Remove Grafana tool connection
            • Query mail tool connection
            • Save mail tool connection
            • Delete Mail Tool Connection
            • Generate enterprise WeChat callback key
          • Skills
            • Query skill list
            • Query skill details
            • Create skill
            • Update skills
            • Query skill tag
            • Execution Skills
            • Generate a skill with AI
            • Check out the skill pack
            • Import skill package
            • Query skill files
            • Download skill file
            • Query skill version
            • Set the current skill version
            • Query the agent that references this skill
          • Callback rules
            • Query callback rule list
            • Query callback rule details
            • Create callback rule
            • Update callback rule
            • Delete callback rule
          • Agent task templates
            • Query the list of agent task templates
            • Query the details of the agent task template
            • Create agent task template
            • Update agent task template
          • Agent workflow bindings
            • Query the agent workflow binding list
            • Query the agent workflow binding details
            • Create agent workflow binding
            • Update agent workflow binding
          • Runtime providers
            • Query runtime provider list
            • Query runtime provider Profile
          • System agent configuration
            • Query system agent configuration
            • Query the system agent GitHub project
            • Query system agent GitHub projects for new configuration
            • Update system agent configuration
          • Agent packages
            • Load the agent package
            • Export agent package
          • Runtime state and records
            • Query runtime data sharding
            • Query runtime task list
            • Query runtime task details
            • Query runtime task events
            • Query runtime manifest
            • Query runtime round snapshot
          • Asynchronous resource operations
            • Query resource operation list
            • Query resource operation details
            • Cancel resource operation
          • Connections
            • Query connection list
            • Query connection details
            • Create connection
            • Update connection
            • Probe MCP connection
            • Batch creation MCP tool
      • Prepare to call an API
      • Genesis
        • Model inference
          • List callable models
          • Chat generation (Chat Completions)
            • Create a Chat Completion
          • Message generation (Messages)
            • Create a Message
            • Count input tokens
          • Response generation and management (Responses)
            • Create a Response
            • Retrieve a Response
            • List Response input items
            • Delete a Response
          • Conversation management
            • Create a conversation
            • Retrieve a conversation
            • Update conversation metadata
            • Delete a conversation
            • Create a conversation item
            • List conversation items
            • Retrieve a conversation item
            • Delete a conversation item
          • Embeddings
            • Create an Embedding
          • Document reranking
            • Rerank documents
        • Usage and monitoring
          • Model catalog
            • List the model catalog
            • List the public model catalog
            • List model selection options
            • Get model filter options
            • Get model health
            • Get public model overview
          • Call usage
            • Get usage summary
            • Get usage trends
            • Get grouped usage
          • Request logs
            • List request logs
            • Get request log details
            • List upstream request attempts
            • Download a request or response body
          • Local token keys
            • Get local key issuance capability
            • List local token keys
          • Notifications
            • List notifications
            • Get unread notification counts
            • List notification channels
            • List notification rules
          • Runtime status
            • Get model runtime status
        • Accounts and billing
          • Accounts
            • List current accounts
            • Get account overview
            • Get billing settings
          • Usage and costs
            • Get rated usage summary
            • List rated usage records
            • Get cost trends
            • List AI service usage
          • Transactions
            • List transactions
            • List consumption aggregates
          • Bills
            • List monthly bills
            • List monthly bill usage line items
          • Recharges
            • Get recharge options
            • List recharge orders
          • Payment authorizations
            • List payment authorizations
          • Subscriptions
            • List subscription products
            • List subscriptions

Release notes

  • Release notes
    • MatrixOne Intelligence 2026 Release Notes
    • MatrixOne Intelligence 2025 Release Notes
    • MatrixOne Intelligence 2024 Release Notes
    • MatrixOne Intelligence 2023 Release Notes

Tutorials

  • Tutorials
    • Overview
    • Complete Your First AI Q&A with Sample Data
    • Create and use your first agent
    • Create an expense audit agent with a finance skill
    • Draft and submit GitHub issues with an agent
    • Create Your First Knowledge Base from a PDF
    • From a Local Excel File to NL2SQL Questions
    • Improve knowledge base query accuracy with semantic configuration
    • Configure RAG semantics for document Q&A
    • Prepare multimodal RAG data in batches with a workflow
    • Transcribe audio in batches with a workflow
    • Extract key information from S3 engineering documents in bulk
    • Create a Team Workspace and Invite Members
    • Evaluate multimodal RAG with reference answers
Back to top
Guides › AI Studio › Agents › Getting started and concepts

Getting started and concepts¶

Understand how agents and resources work together before you begin. You do not need to configure every resource to start your first conversation.

  • What MOI agents can do

  • Explore the workbench

  • Models, skills, tools, and knowledge bases

  • From a conversation to a business assistant

Last updated on Sep 15, 2026
What MOI agents can do
Agents
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