Obsidian Knowledge Base Skill

Obsidian Knowledge Base

Thesis: Central skill for Obsidian vault operations — navigation, querying .base tables, MCP tools, and integration with Claude Code sessions.

Vault Location & Access

VAULT_PATH = $PROJECT_ROOT/data_sources/obsidian/vault/
VAULT_NAME = vault
SAFE_CLI = ./data_sources/obsidian/ops/obsidian_cli_safe.sh

Access Methods:

MCP Tools: mcp__obsidian__* (via REST API plugin)
Python ops: from data_sources.obsidian.ops import ...
Direct Read: Files are markdown, readable with Read tool
Obsidian CLI (safe): always run through SAFE_CLI so commands are pinned to VAULT_NAME

CLI Guardrails (Critical)

Never run bare obsidian <vault-scoped-command> from repo root.
Always use: ./data_sources/obsidian/ops/obsidian_cli_safe.sh <command> ...
If CLI starts opening repo root as vault:
1. Quit Obsidian (Cmd+Q)
2. Run python3 data_sources/obsidian/ops/fix_obsidian_default_vault.py
3. Reopen Obsidian and retry via SAFE_CLI

Vault Structure

vault/
├── Improvado/                          # 🏢 Company knowledge
│   ├── 01-Revenue/                    # Sales, Marketing, Customer Success
│   │   ├── 12-Marketing/             # Marketing analytics, campaigns
│   │   └── 15-Customer-Success/      # CSM docs, Customers/
│   ├── 05-Product/                    # Product features, entities, taxonomy
│   ├── 06-Engineering/                # Data pipelines, architecture
│   └── 2.3 Entity Types Tags/        # Entity taxonomy definitions
│
├── Miras Knowledge Platform/           # 🤖 Agent system documentation
│   ├── Miras Agent Integration/       # Hooks, workflows
│   ├── Miras Intelligence/            # Dashboards, analytics
│   └── Miras Platform Core/           # API, CLI, deployment
│
├── Data sources and vendors/           # 🔌 Integration docs
│   ├── Claude code/                   # Sessions, skills
│   │   ├── Claude Code Sessions base.base
│   │   └── Claude code Skills base.base
│   ├── Gong/
│   ├── Notion/
│   └── Obsidian/                      # Meta-docs about Obsidian itself
│
├── General Knowledge and Research/     # 📚 Cross-domain knowledge
│
├── Tags/                               # 🏷️ Tag folders (queryable)
│   ├── #customer/
│   ├── #overview/
│   └── #obsidian/
│
├── 2.3 Entity Types Tags/              # 📋 Entity taxonomy
│
└── Daniel Personal/ → symlink          # 🔗 Personal vault

Related Skills

| Skill | Purpose | When to use | |-------|---------|-------------| | /claude-task-from-obsidian | Execute tasks with #claude_task tag | Autonomous task execution from vault | | /graph_find | Parallel multi-algorithm vault search (5 methods) | Find existing context on any topic before creating/updating | | /graph_add | Smart content addition (find → decide → create/update/refactor) | Add content to vault with dedup-aware placement |

.base Files (Structured Tables)

.base files are YAML configs for MakeSpace plugin — define structured views over markdown files.

Active .base Registry

| Base | Location | Purpose | |------|----------|---------| | Claude Code Sessions base.base | Data sources and vendors/Claude code/ | All Claude sessions with metadata | | Claude code Skills base.base | Data sources and vendors/Claude code/ | Skills registry | | Customers.base | Improvado/01-Revenue/15-Customer-Success/Customers/ | Customer table with SFDC links | | Product Features.base | Improvado/05-Product/Product features taxonomy/ | Product feature taxonomy | | Entities by Department.base | Improvado/2.3 Entity Types Tags/ | Entity definitions by dept | | Data Sources.base | Data sources and vendors/ | Integration data sources | | Improvado.base | Improvado/ | Top-level company structure | | All Bases.base | Data sources and vendors/Obsidian/obsidian base/Base Registry/ | Meta-registry of all bases |

.base File Format

# Example: Customers.base
formulas:
  sfdc_link: if(sfdc_account_id, link("https://improvado.lightning.force.com/..." + sfdc_account_id + "/view", "SFDC"), "")

properties:
  company_name:
    displayName: Company
  agency_id:
    displayName: ID
  cluster:
    displayName: Cluster

views:
  - type: table
    name: All Customers
    filters:
      and:
        - file.ext == "md"
        - file.inFolder("Improvado/01-Revenue/15-Customer-Success/Customers")
        - file.hasTag("customer")
    order:
      - company_name
      - agency_id
      - cluster
    sort:
      - property: company_name
        direction: ASC

Querying .base with Dataview

TABLE company_name, agency_id, cluster
FROM "Improvado/01-Revenue/15-Customer-Success/Customers"
WHERE contains(tags, "#customer")
SORT company_name ASC

MCP Tools

Obsidian REST API plugin provides MCP tools:

| Tool | Purpose | |------|---------| | mcp__obsidian__create_vault_file | Create new .md file in vault | | mcp__obsidian__patch_vault_file | Append/modify existing file | | mcp__obsidian__show_file_in_obsidian | Open file in Obsidian app |

Usage Examples

# Create file
mcp__obsidian__create_vault_file(
    filename="General Knowledge and Research/new_topic.md",
    content="# New Topic\n\nContent here..."
)

# Patch file (append)
mcp__obsidian__patch_vault_file(
    filename="path/to/file.md",
    target="## Section",
    targetType="heading",
    operation="append",
    content="- New bullet point"
)

Python Operations

import sys
sys.path.insert(0, '$PROJECT_ROOT')
from data_sources.obsidian.ops import (
    # Task operations
    find_pending_tasks,
    add_result,
    add_session_link,
    update_task_status,

    # Placement suggestions
    suggest_placement,
    build_vault_hierarchy,
    PlacementResult,
)

# Find where to put new content
result = suggest_placement("Gong call notes for GSK customer")
# Returns: PlacementResult(name="GSK", path="Improvado/01-Revenue/15-Customer-Success/Customers/gsk.com/", score=0.92)

# Get vault hierarchy for navigation
hierarchy = build_vault_hierarchy(depth=3)
print(hierarchy)

Entity System (2.3 Entity Types Tags/)

Structured taxonomy for business concepts:

| Entity Type | Location | Example Tags | |-------------|----------|--------------| | Customer | Tags/#customer/ | #customer, #enterprise, #montana | | Product Feature | 05-Product/ | #feature, #ai-agent, #integration | | Data Source | Data sources and vendors/ | #gong, #notion, #clickhouse | | Overview | Tags/#overview/ | #overview for index pages |

Frontmatter Properties

Customer pages have properties:

---
company_name: GSK
agency_id: XXXX
dim_domain_id: gsk.com
cluster: Montana
sfdc_segment: Enterprise
sfdc_support_tier: Premium
sfdc_primary_csm_name: John Doe
tags:
  - customer
  - enterprise
  - montana
---

Claude Sessions Integration

Sessions are tracked in Data sources and vendors/Claude code/:

Claude code/
├── Claude Code Sessions base.base     # Main sessions table
├── Claude code Skills base.base       # Skills registry
├── Claude code session/
│   ├── claude code base-views/        # Filtered views
│   │   ├── Sessions - Customers.base  # Customer-related sessions
│   │   ├── Sessions - Miras.base      # Miras-related sessions
│   │   └── Sessions - Obsidian.base   # Obsidian-related sessions
│   └── Sessions by Folder.base        # Sessions grouped by folder

Linking Session to Vault

from data_sources.obsidian.ops import add_session_link

# Add session reference to a task
add_session_link(
    file_path="/path/to/vault/file.md",
    line_number=5,
    session_id="abc123-def456"
)
# Adds: 📎 [[Claude Sessions/rc abc123-def456]]

Quick Patterns

¶1 Find right place for content

from data_sources.obsidian.ops import suggest_placement
result = suggest_placement("Marketing campaign analysis Q4")
print(f"Put it in: {result.path}")

¶2 Read vault hierarchy

from data_sources.obsidian.ops import build_vault_hierarchy
print(build_vault_hierarchy(root="Improvado", depth=2))

¶3 Create customer page

content = """---
company_name: New Customer
agency_id: 12345
cluster: Lisbon
tags:
  - customer
---

# New Customer

Customer notes here...
"""
mcp__obsidian__create_vault_file(
    filename="Improvado/01-Revenue/15-Customer-Success/Customers/newcustomer.com/New Customer.md",
    content=content
)

Ground Truth

Vault path: data_sources/obsidian/vault/
Python ops: data_sources/obsidian/ops/
MCP config: Obsidian REST API plugin
Plugins: Dataview, MakeSpace (.base), Kanban, Templater

Created: 2026-01-25 | Session: auto

Agent Skills: Obsidian Knowledge Base

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