Enhance set_knowledge implementation with better validation and documentation

Co-Authored-By: Joe Moura <joao@crewai.com>

src/crewai/agent.py

@@ -134,25 +134,73 @@ class Agent(BaseAgent):
             self.cache_handler = CacheHandler()
         self.set_cache_handler(self.cache_handler)
 
-    def set_knowledge(self, crew_embedder: Optional[Dict[str, Any]] = None):
+    def set_knowledge(
+        self, 
+        knowledge_sources: Optional[List[BaseKnowledgeSource]] = None, 
+        embedder_config: Optional[Dict[str, Any]] = None
+    ) -> None:
+        """Set knowledge sources for the agent with optional embedder configuration.
+        
+        This method allows agents to integrate external knowledge sources for enhanced
+        contextual understanding and information retrieval during task execution.
+        
+        Args:
+            knowledge_sources: List of knowledge sources to integrate. These can include
+                various data types such as text files, PDFs, CSV files, JSON files,
+                web pages, YouTube videos, and documentation websites.
+            embedder_config: Configuration for embedding generation. If not provided,
+                a default configuration will be used.
+        
+        Raises:
+            ValueError: If the provided knowledge sources are invalid.
+            TypeError: If knowledge_sources is not a list or None.
+            ValueError: If embedder_config is missing required keys.
+        
+        Example:
+            ```python
+            from crewai.knowledge.source import StringKnowledgeSource
+            
+            content = "The capital of France is Paris."
+            source = StringKnowledgeSource(content=content)
+            
+            agent.set_knowledge(
+                knowledge_sources=[source],
+                embedder_config={"provider": "openai", "model": "text-embedding-3-small"}
+            )
+            ```
+        """
         try:
-            if self.embedder is None and crew_embedder:
-                self.embedder = crew_embedder
+            # Handle backward compatibility with crew_embedder
+            if embedder_config and self.embedder is None:
+                self.embedder = embedder_config
+                
+            # Validate knowledge sources
+            if knowledge_sources is not None:
+                if not isinstance(knowledge_sources, list):
+                    raise TypeError("knowledge_sources must be a list or None")
+                
+                if not all(isinstance(k, BaseKnowledgeSource) for k in knowledge_sources):
+                    raise ValueError("All knowledge sources must be instances of BaseKnowledgeSource")
+                
+                self.knowledge_sources = knowledge_sources
 
+            # Create knowledge object if knowledge sources are provided
             if self.knowledge_sources:
                 full_pattern = re.compile(r"[^a-zA-Z0-9\-_\r\n]|(\.\.)")
-                knowledge_agent_name = f"{re.sub(full_pattern, '_', self.role)}"
-                if isinstance(self.knowledge_sources, list) and all(
-                    isinstance(k, BaseKnowledgeSource) for k in self.knowledge_sources
-                ):
-                    self.knowledge = Knowledge(
-                        sources=self.knowledge_sources,
-                        embedder=self.embedder,
-                        collection_name=knowledge_agent_name,
-                        storage=self.knowledge_storage or None,
-                    )
-        except (TypeError, ValueError) as e:
-            raise ValueError(f"Invalid Knowledge Configuration: {str(e)}")
+                # Create a unique collection name based on agent role and id
+                knowledge_agent_name = f"{re.sub(full_pattern, '_', self.role)}_{id(self)}"
+                self.knowledge = Knowledge(
+                    sources=self.knowledge_sources,
+                    embedder=self.embedder,
+                    collection_name=knowledge_agent_name,
+                    storage=self.knowledge_storage or None,
+                )
+        except TypeError as e:
+            raise TypeError(f"Invalid Knowledge Configuration Type: {str(e)}")
+        except ValueError as e:
+            raise ValueError(f"Invalid Knowledge Configuration Value: {str(e)}")
+        except Exception as e:
+            raise ValueError(f"Error setting knowledge: {str(e)}")
 
     def execute_task(
         self,

src/crewai/agents/agent_builder/base_agent.py

@@ -2,7 +2,7 @@ import uuid
 from abc import ABC, abstractmethod
 from copy import copy as shallow_copy
 from hashlib import md5
-from typing import Any, Dict, List, Optional, TypeVar
+from typing import Any, Dict, List, Optional, TypeVar, Union, cast
 
 from pydantic import (
     UUID4,
@@ -148,6 +148,10 @@ class BaseAgent(ABC, BaseModel):
         default=None,
         description="Custom knowledge storage for the agent.",
     )
+    embedder_config: Optional[Dict[str, Any]] = Field(
+        default=None,
+        description="Configuration for embedding generation.",
+    )
     security_config: SecurityConfig = Field(
         default_factory=SecurityConfig,
         description="Security configuration for the agent, including fingerprinting.",
@@ -362,5 +366,74 @@ class BaseAgent(ABC, BaseModel):
             self._rpm_controller = rpm_controller
             self.create_agent_executor()
 
-    def set_knowledge(self, crew_embedder: Optional[Dict[str, Any]] = None):
-        pass
+    def set_knowledge(
+        self, 
+        knowledge_sources: Optional[List[BaseKnowledgeSource]] = None, 
+        embedder_config: Optional[Dict[str, Any]] = None
+    ) -> None:
+        """Set knowledge sources for the agent with optional embedder configuration.
+        
+        This method allows agents to integrate external knowledge sources for enhanced
+        contextual understanding and information retrieval during task execution.
+        
+        Args:
+            knowledge_sources: List of knowledge sources to integrate. These can include
+                various data types such as text files, PDFs, CSV files, JSON files,
+                web pages, YouTube videos, and documentation websites.
+            embedder_config: Configuration for embedding generation. If not provided,
+                a default configuration will be used.
+        
+        Raises:
+            ValueError: If the provided knowledge sources are invalid.
+            TypeError: If knowledge_sources is not a list or None.
+            ValueError: If embedder_config is missing required keys.
+        
+        Example:
+            ```python
+            from crewai.knowledge.source import StringKnowledgeSource
+            
+            content = "The capital of France is Paris."
+            source = StringKnowledgeSource(content=content)
+            
+            agent.set_knowledge(
+                knowledge_sources=[source],
+                embedder_config={"provider": "openai", "model": "text-embedding-3-small"}
+            )
+            ```
+        """
+        try:
+            # Validate knowledge sources first
+            if knowledge_sources is not None:
+                if not isinstance(knowledge_sources, list):
+                    raise TypeError("knowledge_sources must be a list or None")
+                
+                if not all(isinstance(k, BaseKnowledgeSource) for k in knowledge_sources):
+                    raise ValueError("All knowledge sources must be instances of BaseKnowledgeSource")
+                
+                self.knowledge_sources = knowledge_sources
+            
+            # Validate embedder configuration
+            if embedder_config is not None:
+                if not isinstance(embedder_config, dict):
+                    raise TypeError("embedder_config must be a dictionary or None")
+                
+                if "provider" not in embedder_config:
+                    raise ValueError("embedder_config must contain a 'provider' key")
+                
+                self.embedder_config = embedder_config
+                
+            # Create knowledge object if knowledge sources are provided
+            if self.knowledge_sources:
+                # Create a unique collection name based on agent role and id
+                knowledge_agent_name = f"{self.role.replace(' ', '_')}_{id(self)}"
+                self.knowledge = Knowledge(
+                    sources=self.knowledge_sources,
+                    embedder_config=self.embedder_config,
+                    collection_name=knowledge_agent_name,
+                )
+        except TypeError as e:
+            raise TypeError(f"Invalid Knowledge Configuration Type: {str(e)}")
+        except ValueError as e:
+            raise ValueError(f"Invalid Knowledge Configuration Value: {str(e)}")
+        except Exception as e:
+            raise ValueError(f"Error setting knowledge: {str(e)}")

src/crewai/crew.py

@@ -621,7 +621,7 @@ class Crew(BaseModel):
                 agent.i18n = i18n
                 # type: ignore[attr-defined] # Argument 1 to "_interpolate_inputs" of "Crew" has incompatible type "dict[str, Any] | None"; expected "dict[str, Any]"
                 agent.crew = self  # type: ignore[attr-defined]
-                agent.set_knowledge(crew_embedder=self.embedder)
+                agent.set_knowledge(embedder_config=self.embedder)
                 # TODO: Create an AgentFunctionCalling protocol for future refactoring
                 if not agent.function_calling_llm:  # type: ignore # "BaseAgent" has no attribute "function_calling_llm"
                     agent.function_calling_llm = self.function_calling_llm  # type: ignore # "BaseAgent" has no attribute "function_calling_llm"

tests/agent_test.py

@@ -1586,6 +1586,76 @@ def test_agent_execute_task_with_ollama():
     assert "AI" in result or "artificial intelligence" in result.lower()
 
 
+@pytest.mark.vcr(filter_headers=["authorization"])
+def test_base_agent_set_knowledge():
+    """Test that set_knowledge correctly sets knowledge sources and creates a Knowledge object."""
+    from crewai.agents.agent_builder.base_agent import BaseAgent
+    from crewai.knowledge.knowledge import Knowledge
+    
+    # Create a test implementation of BaseAgent
+    class TestAgent(BaseAgent):
+        def execute_task(self, task, context=None, tools=None):
+            return "Test execution"
+            
+        def create_agent_executor(self, tools=None):
+            pass
+            
+        def _parse_tools(self, tools):
+            return tools
+            
+        def get_delegation_tools(self, agents):
+            return []
+            
+        def get_output_converter(self, llm, text, model, instructions):
+            return None
+    
+    # Create a knowledge source with some content
+    content = "The capital of France is Paris."
+    string_source = StringKnowledgeSource(content=content)
+    
+    # Create an agent
+    agent = TestAgent(
+        role="Test Agent",
+        goal="Test Goal",
+        backstory="Test Backstory",
+    )
+    
+    # Mock the Knowledge class to avoid API calls
+    with patch("crewai.agents.agent_builder.base_agent.Knowledge") as MockKnowledge:
+        mock_knowledge_instance = MockKnowledge.return_value
+        mock_knowledge_instance.sources = [string_source]
+        
+        # Test setting knowledge
+        agent.set_knowledge(knowledge_sources=[string_source])
+        
+        # Verify that knowledge was set correctly
+        assert agent.knowledge_sources == [string_source]
+        assert agent.knowledge is not None
+        assert MockKnowledge.called
+        # Check that collection name starts with the agent role (now includes unique ID)
+        assert MockKnowledge.call_args[1]["collection_name"].startswith("Test_Agent_")
+        
+        # Test with embedder config
+        embedder_config = {
+            "provider": "openai",
+            "model": "text-embedding-3-small"
+        }
+        
+        agent.set_knowledge(
+            knowledge_sources=[string_source],
+            embedder_config=embedder_config
+        )
+        
+        assert agent.embedder_config == embedder_config
+        assert MockKnowledge.call_args[1]["embedder_config"] == embedder_config
+    
+    # Test with invalid knowledge source - we need to directly test the validation logic
+    # rather than relying on the Knowledge class to raise an error
+    with pytest.raises(ValueError):
+        # This will trigger the validation check in set_knowledge
+        agent.set_knowledge(knowledge_sources=["invalid source"])
+
+
 @pytest.mark.vcr(filter_headers=["authorization"])
 def test_agent_with_knowledge_sources():
     # Create a knowledge source with some content

tests/cassettes/test_base_agent_set_knowledge.yaml

@@ -0,0 +1,77 @@
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