How to use the Knowledge Base Search agent skill

What is an agent skill and what does this one do?

An agent skill is a folder containing a SKILL.md file that tells an AI agent when and how to use a set of tools. This skill is designed for questions that should be answered from your own stored documents. Once it is installed, the agent can list the knowledge bases you can access, search them, open full document passages when a snippet is not enough, and find specific terms or sections inside a document.

The skill also instructs the agent to say where an answer came from (which knowledge base, file or passage) and not to make up knowledge base or file IDs. Its own instructions note that a single retrieved chunk may not reflect the whole document.

• list_kbs: lists the knowledge bases available in the current session that are enabled.
• query_kb: searches a chosen knowledge base and returns file IDs and relevant snippets.
• open_kb_document: opens the original document window for more surrounding context.
• find_kb_document: locates keywords or regular-expression matches inside a known document.
• search_file: searches knowledge base files by file name, within one knowledge base or across several.

What you need before installing

The skill only searches documents that already exist in a Yuxi knowledge base, so three things must be in place. The skill's requirements list a running Yuxi platform instance with the 'knowledge' MCP server connected, at least one configured and enabled knowledge base, and user permissions set in Yuxi that allow access to those knowledge bases.

The skill uses the network, because it calls the Yuxi platform's tools. It does not run scripts.

• A running Yuxi platform instance
• The 'knowledge' MCP server connected to that instance
• One or more configured and enabled knowledge bases with documents uploaded
• User permissions in Yuxi that cover the knowledge bases you want searched

Install the knowledge-base skill

Download the skill ZIP from this page and unzip it. The skill folder contains SKILL.md. Then choose one of the following locations, depending on whether you want it for yourself or for one project.

For a personal install, place the unzipped skill folder in ~/.claude/skills/. For a project install, place it in the project's .claude/skills/ folder. In the Claude apps, you can instead upload the ZIP under Settings → Capabilities → Skills.

• Personal: ~/.claude/skills/
• Project: .claude/skills/ inside your project folder
• Claude apps: Settings → Capabilities → Skills, then upload the ZIP

How to trigger the skill with natural requests

You do not need a special command. The skill is meant to be used when you ask the agent to answer from your project knowledge base, internal materials, uploaded documents or knowledge-graph content, or when you ask it to verify facts or quote passages from your reference materials. Name the subject clearly so the agent can choose the right knowledge base.

If the answer seems to come from general knowledge rather than your documents, ask the agent to search the knowledge base explicitly and to say which file the answer came from.

• "Using our onboarding knowledge base, what is the probation period for new staff?"
• "Check the product spec documents and quote the section on data retention."
• "Find where the internal handbook mentions expense limits and tell me the file name."
• "Search the knowledge base for the term 'SLA' and show me each passage that uses it."

How the agent works through a question

The skill sets a simple workflow. The agent first confirms which knowledge bases are available, then picks the most relevant one and runs a search. If a result shows a chunk count of 1, the file has only one chunk and the snippet is usually enough. If the count is greater than 1 and the snippet does not answer the question, the agent opens the document for context using the returned file ID. A missing or zero chunk count means unknown, so it is not treated as proof that a document is complete.

When you need a specific term, metric or section, the agent uses find_kb_document inside candidate documents.

Safety, limits and tips

The skill only reaches knowledge bases allowed by the current session configuration and the user's permissions. It is not a source of current public information, because it searches only your stored documents.

Some external read-only knowledge bases, such as Dify, may support search only and not full-text opening or in-document search. When the tools report such a limit, the agent is instructed to tell you rather than guess.

Because a retrieved snippet can be partial, check important answers against the cited passage before relying on them.

• Ask for the source file and passage in every request where accuracy matters.
• If an answer is vague, ask the agent to open the document for more context.
• Use find_kb_document when you already know the term or section you need.
• Remember that the skill uses the network to reach your Yuxi instance.