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AI for personal data

Introduction

AI can be used for interacting with the personal data of a Cozy. This is currently an experimental feature. Retrieval-Augmented Generation (RAG) is a classical pattern in the AI world. Here, it is specific to each Cozy.

Architecture with a RAG server

Indexation

First of all, the RAG server must be installed with its dependencies. It is not mandatory to install them on the same servers as the cozy-stack. And the URL of RAG must be filled in cozy-stack configuration file (in rag).

The indexing follows the assistants: every io.cozy.ai.chat.assistants document whose knowledgeBase has an io.cozy.files entry defines a folder to index. The files of that folder (recursively) are sent to the openRAG server and attached to the workspace named after the folder id; the assistant’s retrieval is scoped to that workspace.

openRAG indexes an upload asynchronously: while the task runs, it still answers 404 on the file but refuses a second POST with a 409. The worker then sends the file again with a PUT, which re-indexes the content, instead of failing on the conflict.

openRAG also deduplicates by content: a partition holds one document per distinct content, and an upload whose content is already indexed under another file id is refused with a 409 DOCUMENT_CONTENT_EXISTS. The worker logs that file once (with the id of the document already holding the content) and skips it for good: it is not indexed, and not attached to any workspace, so a search hit points at the other copy. A reconcile of its folder does not change that — the second copy is refused again, and only counted in the summary of the walk.

The rag-index worker does all of this in one job per instance, reading the changes feed of io.cozy.files from a checkpoint. It is woken up by two @event triggers, created by the app in charge of the assistants (the worker is not reserved, an app token with the io.cozy.triggers permission is enough):

{ "data": { "attributes": {
  "type": "@event", "arguments": "io.cozy.files", "debounce": "30s",
  "worker": "rag-index", "message": { "doctype": "io.cozy.files" } } } }
{ "data": { "attributes": {
  "type": "@event", "arguments": "io.cozy.ai.chat.assistants",
  "worker": "rag-index", "message": { "doctype": "io.cozy.files" } } } }

The second trigger only wakes the worker when an assistant is created, modified or deleted: the worker then creates the workspace of a new folder and pushes a job that walks its subtree (in that order: nothing is indexed into a workspace that does not exist, and a workspace whose job could not be pushed is deleted again, so the next run retries both), or removes the workspace of a folder no assistant uses any more (its files are deleted from openRAG when no other folder contains them).

A chat on an assistant whose folder has no workspace yet (the job did not run since the assistant was created) fails with an error event saying the knowledge base is not indexed; it works once the job ran.

By default, only text-based files are indexed. Images, videos, and audio files can be indexed by enabling the following feature flags:

  • rag.index.image.enabled
  • rag.index.video.enabled
  • rag.index.audio.enabled

Operator tools

The admin API exposes them (see admin.md for the details):

  • POST /instances/:domain/rag/reset deletes the checkpoint and launches the indexing: the whole changes feed is scanned again. It is the recovery when changes were skipped for good, i.e. when a batch was given up on after too many attempts (typically after a long openRAG outage) and the files it held did not change since, and the way to launch the indexing right after a purge.
  • POST /instances/:domain/rag/reconcile?dir_id=<id> re-indexes the subtree of one knowledge base folder (without dir_id, of all of them).
  • POST /instances/:domain/rag/prune deletes from openRAG the files no knowledge base folder claims and the workspaces of folders no assistant uses.
  • POST /instances/:domain/rag/purge deletes everything openRAG holds for the instance (files, workspaces, partition) and the checkpoint.

A reconcile job skips the files openRAG refuses for good (an unsupported format, say); a file whose content is missing from the storage is skipped as well, since it will not come back: each one is logged and the walk goes on, so only transient errors (network, 5xx) fail the job and have the worker walk the folder again. A skipped file stays unindexed until it changes, or until an operator re-walks its folder with POST /instances/:domain/rag/reconcile?dir_id=<id>.

None of these routes is called by the stack itself: they are for an operator (the jobs pushed by the triggers, and the workspace reconciliation they start with, cover the normal course of things).

Recovery: an initial indexing that did not finish (the job of a very large folder, a whole-Drive assistant typically, hit the worker timeout) is restarted with POST /instances/:domain/rag/reconcile?dir_id=<id>; nothing else replays it, since the files of the folder did not change. Removing a whole-Drive workspace is also much cheaper with the prune route, which makes one pass over openRAG’s file list, than through the automatic detach of the workspace diff, which walks the subtree file by file. Note that prune and purge do not take the lock the indexing jobs use: run them when no rag-index job is running.

A trigger can still be created by hand with a CLI token:

$ COZY=cozy.localhost:8080
$ TOKEN=$(cozy-stack instances token-cli $COZY io.cozy.triggers)
$ curl "http://${COZY}/jobs/triggers" -H "Authorization: Bearer $TOKEN" -d '{ "data": { "attributes": { "type": "@event", "arguments": "io.cozy.files", "debounce": "30s", "worker": "rag-index", "message": {"doctype": "io.cozy.files"} } } }'

POST /ai/index/status

The RAG indexer reports the indexation status of a document on this route. The status is saved on an io.cozy.ai.chat.rag document whose identifier is the identifier of the document it describes. Only files are indexed for now.

This route has no authentication yet.

Request

POST /ai/index/status HTTP/1.1
Host: alice.example.net
Content-Type: application/json
{
  "partition": "alice.example.net",
  "file_id": "e21dce8058b9013d800a18c04daba326",
  "status": "success",
  "metadata": {
    "doc_rev": "3-6a1b0b8a51a4e0e0a3b7f0f1d2c3b4a5",
    "datetime": "2026-08-20T08:12:00.000Z",
    "created_at": "2026-08-20T08:12:03.512Z",
    "doctype": "io.cozy.files"
  }
}

The status can be success, error or notsupported. The doc_rev is the revision of the document the status is about, as it was given to the indexer. It is mandatory: callbacks are ordered on it, and a callback that carries none cannot be placed. It is saved on the status document as docRev, so that a client can tell whether the current revision of the document is the one described.

The indexer echoes back more than doc_rev, but the other fields are ignored.

Response

HTTP/1.1 204 No Content

A callback is answered with a 400 Bad Request when its payload is invalid or when its partition is not this instance, and with a 500 Internal Server Error when the status could not be saved.

A callback about a revision older than the one already saved is accepted but not saved, and answered with a 204. One about the same revision describes the same indexation and is saved.

openRAG

Some openRAG API are directly exposed through cozy-stack. Note the JSON-API format is not used here as we follow the openRAG format.

POST /ai/v1/chat/completions

This route directly follows the openAI chat completion AI.

Request

POST /ai/v1/chat/completions HTTP/1.1
Content-Type: application/json
{
  "messages": [
    { "role": "user", "content": "Hello there, what's in your mind?" }
  ],
  "temperature": 0.3
}

Response

HTTP/1.1 200 OK
Content-Type: application/json
{
  "id": "chatcmpl-43036e48fbac40fead606e8692a7b408",
  "created": 1763657211,
  "model": null,
  "object": "chat.completion",
  "system_fingerprint": null,
  "choices": [
    {
      "finish_reason": "stop",
      "index": 0,
      "message": {
        "content": "As an artificial intelligence language model, I don't have personal thoughts or emotions like humans do. My purpose is to assist and provide information to the best of my abilities based on the data I have been trained on. Is there something specific you would like to know or discuss?",
        "role": "assistant",
        "tool_calls": null,
        "function_call": null
      }
    }
  ],
  "usage": {
    "completion_tokens": 56,
    "prompt_tokens": 28,
    "total_tokens": 84,
    "completion_tokens_details": null,
    "prompt_tokens_details": null
  },
  "service_tier": null,
  "prompt_logprobs": null,
  "extra": { "sources": [] }
}

The response is openRAG’s own: up to openRAG v2.2.0 (legacy), extra is a JSON-encoded string ("{\"sources\": []}") and the metadata of a document source is flat instead of nested under chunk.

POST /ai/v1/tools/execute

This route directly calls the openRAG tools API.

Request

POST /ai/v1/tools/execute HTTP/1.1 Content-Type: multipart/form-data

file=<file content>
tool={"name": "extractText"}
metadata={"mime":"application/pdf","name":"myfile.pdf"}

Response

HTTP/1.1 200 OK
Content-Type: application/json
{
  "message": "Some file content"
}

Assistant chat

When a user starts a chat from the assistant, their prompts are sent to the RAG that can use the vector database to find relevant documents (technically, only some parts of the documents called chunks). Those documents are added to the prompt, so that the LLM can use them as a context when answering.

POST /ai/chat/conversations/:id

This route can be used to ask AI for a chat completion. The id in the path must be the identifier of a chat conversation. The client can generate a random identifier for a new chat conversation.

The stack will respond after pushing a job for this task, but without the response. The client must use the real-time websocket and subscribe to io.cozy.ai.chat.events.

Request

POST /ai/chat/conversations/e21dce8058b9013d800a18c04daba326 HTTP/1.1
Content-Type: application/json
{
  "q": "Why the sky is blue?",
  "stream": true,
  "websearch": false,
  "documents": true,
  "instructions": "The answer is put in a document as it is: no introduction, no comment.",
  "assistantID": "abc123",
  "attachmentIDs": ["827f0fbb928b375cc457c732a4013aa7", "9a3b1c2d3e4f5a6b7c8d9e0f1a2b3c4d"]
}
  • q is the user’s message (required).
  • stream enables streaming the response via SSE deltas (defaults to true).
  • websearch enables web search for the query (defaults to false).
  • documents (defaults to true): when false, the LLM answers the conversation by itself, without searching the user’s documents, whatever the knowledge base of the assistant: the answer has no sources. For a client that gives the LLM all it needs in the message, like a text to translate or to fix. websearch still applies. It cannot be used with attachmentIDs, which are read from the documents: the message is rejected with a 400 Bad Request.
  • instructions (optional, at most 2000 characters) tell the LLM how to answer in this client, e.g. that the answer is put in a document as it is. They are sent as a system message with the answer, after the prompt of the assistant, with or without the documents; with them, openRAG splices them into its own system prompt, like the prompt of an assistant. They are not saved in the conversation: the client sends them with each message they apply to. They are inspired by the instructions of the OpenAI Responses API, which are not carried over to the next answers either.
  • assistantID (optional) associates the conversation with an io.cozy.ai.chat.assistants document. When set, the response includes a relationships block. When the assistant has a knowledge base folder, the retrieval is scoped to that folder’s workspace. The assistant’s folder must have been indexed at least once by the rag-index worker; otherwise the query fails with an error event saying the knowledge base is not indexed. When the assistant has a prompt, it is sent to openRAG with every query of the conversation, as a leading system message that openRAG splices into its own system prompt (flagged as untrusted instructions). The prompt is read from the assistant document at query time, not saved in the conversation: editing it on the assistant applies to its existing conversations as well.
  • attachmentIDs (optional) array of ids, specifying which documents should be leveraged by the RAG.

Response

HTTP/1.1 202 Accepted
Content-Type: application/vnd.api+json
{
  "data": {
    "type": "io.cozy.ai.chat.conversations",
    "id": "e21dce8058b9013d800a18c04daba326",
    "rev": "1-23456",
    "attributes": {
      "messages": [
        {
          "id": "eb17c3205bf1013ddea018c04daba326",
          "role": "user",
          "content": "Why the sky is blue?",
          "attachmentIDs": ["827f0fbb928b375cc457c732a4013aa7", "9a3b1c2d3e4f5a6b7c8d9e0f1a2b3c4d"],
          "createdAt": "2024-09-24T13:24:07.576Z"
        }
      ],
      "relationships": {
        "assistant": {
          "data": {
            "id":"b2e1a4144c123ec694697d996102983a",
            "type":"io.cozy.ai.chat.assistants"
          }
        }
      },
      "cozyMetadata": {
        "createdAt": "2024-09-24T13:24:07.576Z",
        "createdOn": "http://cozy.localhost:8080/",
        "doctypeVersion": "1",
        "metadataVersion": 1,
        "updatedAt": "2024-09-24T13:24:07.576Z"
      }
    }
  }
}

POST /ai/chat/conversations/:id/cancel

Stops the answer to the last message of the conversation, when the user stops it. The query stops openRAG, which closes its connection, publishes a done event and saves no answer. It works whatever stack server runs the job, through the cache of the stack (Redis when there are several servers). It has no effect when the last message already has its answer, so that it cannot stop a later message. The question that got no answer stays in the conversation, but is not sent to the LLM with the next ones. It needs the permission to POST on io.cozy.ai.chat.conversations.

Request

POST /ai/chat/conversations/e21dce8058b9013d800a18c04daba326/cancel HTTP/1.1

Response

HTTP/1.1 204 No Content

Real-time via websockets

Messages flow example

client > {"method": "AUTH", "payload": "token"}
client > {"method": "SUBSCRIBE",
          "payload": {"type": "io.cozy.ai.chat.events"}}
server > {"event": "CREATED",
          "payload": {"id": "eb17c3205bf1013ddea018c04daba326",
                      "type": "io.cozy.ai.chat.events",
                      "doc": {"object": "delta", "content": "The ", "position": 0}}}
server > {"event": "CREATED",
          "payload": {"id": "eb17c3205bf1013ddea018c04daba326",
                      "type": "io.cozy.ai.chat.events",
                      "doc": {"object": "delta", "content": "sky ", "position": 1}}}
[...]
server > {"event": "CREATED",
          "payload": {"id": "eb17c3205bf1013ddea018c04daba326",
                      "type": "io.cozy.ai.chat.events",
                      "doc": {"object": "sources", "content": [{"id": "827f0fbb928b375cc457c732a4013aa7", "doctype": "io.cozy.files"}]}}}
server > {"event": "CREATED",
          "payload": {"id": "eb17c3205bf1013ddea018c04daba326",
                      "type": "io.cozy.ai.chat.events",
                      "doc": {"object": "done"}}}

Error message

If an error occurs while processing the AI response (e.g. the LLM is unavailable), an error event is sent instead:

server > {"event": "CREATED",
          "payload": {"id": "eb17c3205bf1013ddea018c04daba326",
                      "type": "io.cozy.ai.chat.events",
                      "doc": {"object": "error", "message": "I don't want to talk today"}}}