managing-relevance-knowledge

name	managing-relevance-knowledge
description	Manages Relevance AI knowledge tables - creating tables, adding rows, querying data, and bulk updates. Use when working with knowledge tables, CRM data, or agent data storage.

Managing Relevance AI Knowledge

Skill for managing knowledge tables - CRM-like data storage for agents.

Full API Documentation: If MCP tools don't cover your use case, see https://api-{region}.stack.tryrelevance.com/latest/documentation (replace {region} with your project's region)

When to Use

• Creating knowledge tables for data storage
• Adding, updating, or deleting rows
• Querying table data
• Setting up data for agent workflows

Overview

Knowledge tables are CRM-like data stores that agents can read from and write to. They're useful for:

• Contact lists
• Lead tracking
• Research data
• Agent memory/context

Available MCP Tools

Tool	Description
relevance_create_knowledge_table	Create a new knowledge table
relevance_add_knowledge_rows	Add rows to a table
relevance_list_knowledge_rows	List/query rows with filtering and pagination
relevance_get_knowledge_row	Get a single row by ID
relevance_get_knowledge_table_info	Get table schema and metadata
relevance_update_knowledge_rows	Update existing rows
relevance_delete_knowledge_rows	Delete rows from a table

Quick Start

Create a Table + Add Data

1. Create the table:

relevance_create_knowledge_table({
  name: "my-contacts"
})

2. Add rows:

relevance_add_knowledge_rows({
  knowledge_set: "my-contacts",
  rows: [
    { name: "John", email: "[e-mail]", company: "Acme" },
    { name: "Jane", email: "[e-mail]", company: "Tech Co" }
  ]
})

Query Data

relevance_list_knowledge_rows({
  knowledge_set: "my-contacts",
  page_size: 25,
  page: 1
})

Note: Row data is nested under the data field in responses: row.data.name, not row.name.

Update Rows

relevance_update_knowledge_rows({
  knowledge_set: "my-contacts",
  updates: [
    { document_id: "uuid-1", data: { status: "contacted", last_contact: "2025-01-15" } }
  ]
})

Updates are partial — only specified fields are changed.

Delete Rows

relevance_delete_knowledge_rows({
  knowledge_set: "my-contacts",
  document_ids: ["uuid-1", "uuid-2"]
})

Reference Files

• tables.md - Field types, filtering, response format, common patterns

Use Cases

Lead Management

Store and track sales leads:

relevance_add_knowledge_rows({
  knowledge_set: "leads",
  rows: [
    { company: "Acme", contact: "John", status: "new", score: 85 }
  ]
})

Agent Memory

Store conversation context for agents:

relevance_add_knowledge_rows({
  knowledge_set: "agent-memory",
  rows: [
    {
      user_id: "user-123",
      preferences: { timezone: "PST", language: "en" },
      last_topic: "product pricing"
    }
  ]
})

Research Results

Store research findings:

relevance_add_knowledge_rows({
  knowledge_set: "research",
  rows: [
    {
      query: "AI market trends",
      findings: "...",
      sources: ["url1", "url2"],
      date: "2025-01-15"
    }
  ]
})