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nextcloud-mcp-server/docs/configuration.md
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Chris Coutinho e575c8e57b feat(vector): Support multiple embedding models with auto-generated collection names
This PR enables safe switching between embedding models and multi-server
deployments by implementing auto-generated Qdrant collection names based on
deployment ID and model name.

## Problem

Previously, all deployments used a single hardcoded collection name
"nextcloud_content", which caused two critical issues:

1. **Dimension mismatches when switching models**: Changing
   OLLAMA_EMBEDDING_MODEL (e.g., nomic-embed-text at 768D → all-minilm at
   384D) would cause runtime errors as vectors couldn't be inserted into a
   collection with incompatible dimensions.

2. **Collection collisions in multi-server setups**: Multiple MCP servers
   sharing a single Qdrant instance would overwrite each other's data,
   making horizontal scaling impossible.

## Solution

### Auto-Generated Collection Naming

Collections are now automatically named using the pattern:
\`{deployment-id}-{model-name}\`

**Deployment ID**: Uses \`OTEL_SERVICE_NAME\` if configured (and not default
value), otherwise falls back to \`hostname\` for simple Docker deployments.

**Model Name**: From \`OLLAMA_EMBEDDING_MODEL\` with path separators sanitized.

**Examples**:
- \`my-mcp-server-nomic-embed-text\` (with OTEL_SERVICE_NAME=my-mcp-server)
- \`mcp-container-all-minilm\` (simple Docker, hostname=mcp-container)

**Override**: Users can still set \`QDRANT_COLLECTION\` explicitly to bypass
auto-generation for backward compatibility.

### Dimension Validation

Added startup validation that checks collection dimensions match the
embedding service. If a mismatch is detected, the server fails fast with a
clear error message explaining:
- Expected vs actual dimensions
- Likely cause (model change)
- Solutions (delete collection, use different name, or revert model)

### Improved Sampling Error Handling

Enhanced MCP sampling rejection handling to treat user rejections as normal
behavior rather than errors:

- **User rejections** ("rejected", "denied") → INFO log, no traceback
- **Unsupported clients** → INFO log, no traceback
- **Other MCP errors** → WARNING log, no traceback
- **Unexpected errors** → ERROR log WITH traceback

This aligns with the MCP specification where clients SHOULD prompt users for
approval/denial of sampling requests.

## Changes

### Core Implementation

- **nextcloud_mcp_server/config.py**: Added \`get_collection_name()\` method
  with deployment ID detection and model name sanitization
- **nextcloud_mcp_server/vector/qdrant_client.py**: Dimension validation on
  collection open with helpful error messages
- **nextcloud_mcp_server/vector/{scanner,processor}.py**: Updated to use
  \`get_collection_name()\`
- **nextcloud_mcp_server/auth/userinfo_routes.py**: Vector sync status uses
  \`get_collection_name()\`
- **nextcloud_mcp_server/server/semantic.py**:
  - Updated semantic search tools to use \`get_collection_name()\`
  - Improved sampling rejection error handling (McpError vs Exception)

### Documentation

- **docs/semantic-search-architecture.md**: New comprehensive architecture
  document (557 lines) covering background sync, semantic search flow, RAG
  implementation, and deployment modes
- **docs/configuration.md**: Added detailed "Qdrant Collection Naming"
  section with examples and multi-server deployment guidance
- **docker-compose.yml**: Added comments explaining collection naming behavior
- **README.md**: Updated semantic search descriptions to clarify
  experimental status, Notes-only support, and infrastructure requirements

## Migration Guide

**For existing single-server deployments:**

Option 1 (Recommended): Use explicit collection name for continuity
\`\`\`bash
QDRANT_COLLECTION=nextcloud_content  # Keep existing collection
\`\`\`

Option 2: Allow auto-generation and re-embed
\`\`\`bash
# Remove QDRANT_COLLECTION override
# New collection will be created based on deployment ID + model
# Requires re-embedding all documents (may take time)
\`\`\`

**For new multi-server deployments:**

Set unique OTEL service names per server:
\`\`\`bash
# Server 1
OTEL_SERVICE_NAME=mcp-prod
OLLAMA_EMBEDDING_MODEL=nomic-embed-text
# → Collection: "mcp-prod-nomic-embed-text"

# Server 2
OTEL_SERVICE_NAME=mcp-staging
OLLAMA_EMBEDDING_MODEL=nomic-embed-text
# → Collection: "mcp-staging-nomic-embed-text"
\`\`\`

## Benefits

 **Safe model switching**: Each model gets its own collection, preventing
   dimension mismatch errors
 **Multi-server support**: Multiple MCP servers can share one Qdrant
   instance without conflicts
 **Clear ownership**: Collection names show which deployment and model owns
   the data
 **Better error messages**: Dimension validation provides actionable
   guidance
 **Backward compatible**: Existing deployments can continue using
   \`QDRANT_COLLECTION\` override

## Testing

Validated with:
- Single-server deployments (default hostname-based naming)
- Multi-server deployments (OTEL service name-based naming)
- Model switching scenarios (dimension validation)
- Collection override scenarios (backward compatibility)

Next steps: Testing various Ollama embedding models to investigate optimal
chunk sizes and performance characteristics.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-10 01:18:30 +01:00

502 lines
16 KiB
Markdown

# Configuration
The Nextcloud MCP server requires configuration to connect to your Nextcloud instance. Configuration is provided through environment variables, typically stored in a `.env` file.
## Quick Start
Create a `.env` file based on `env.sample`:
```bash
cp env.sample .env
# Edit .env with your Nextcloud details
```
Then choose your authentication mode:
- [OAuth2/OIDC Configuration](#oauth2oidc-configuration) (Recommended)
- [Basic Authentication Configuration](#basic-authentication-legacy)
---
## OAuth2/OIDC Configuration
OAuth2/OIDC is the recommended authentication mode for production deployments.
### Minimal Configuration (Auto-registration)
```dotenv
# .env file for OAuth with auto-registration
NEXTCLOUD_HOST=https://your.nextcloud.instance.com
# Leave these EMPTY for OAuth mode
NEXTCLOUD_USERNAME=
NEXTCLOUD_PASSWORD=
```
This minimal configuration uses dynamic client registration to automatically register an OAuth client at startup.
### Full Configuration (Pre-configured Client)
```dotenv
# .env file for OAuth with pre-configured client
NEXTCLOUD_HOST=https://your.nextcloud.instance.com
# OAuth Client Credentials (optional - auto-registers if not provided)
NEXTCLOUD_OIDC_CLIENT_ID=your-client-id
NEXTCLOUD_OIDC_CLIENT_SECRET=your-client-secret
# OAuth Callback Settings (optional)
NEXTCLOUD_MCP_SERVER_URL=http://localhost:8000
# Leave these EMPTY for OAuth mode
NEXTCLOUD_USERNAME=
NEXTCLOUD_PASSWORD=
```
### Environment Variables Reference
| Variable | Required | Default | Description |
|----------|----------|---------|-------------|
| `NEXTCLOUD_HOST` | ✅ Yes | - | Full URL of your Nextcloud instance (e.g., `https://cloud.example.com`) |
| `NEXTCLOUD_OIDC_CLIENT_ID` | ⚠️ Optional | - | OAuth client ID (auto-registers if empty) |
| `NEXTCLOUD_OIDC_CLIENT_SECRET` | ⚠️ Optional | - | OAuth client secret (auto-registers if empty) |
| `NEXTCLOUD_MCP_SERVER_URL` | ⚠️ Optional | `http://localhost:8000` | MCP server URL for OAuth callbacks |
| `NEXTCLOUD_USERNAME` | ❌ Must be empty | - | Leave empty to enable OAuth mode |
| `NEXTCLOUD_PASSWORD` | ❌ Must be empty | - | Leave empty to enable OAuth mode |
### Prerequisites
Before using OAuth configuration:
1. **Install required Nextcloud apps** (both are required):
- **`oidc`** - OIDC Identity Provider (Apps → Security)
- **`user_oidc`** - OpenID Connect user backend (Apps → Security)
2. **Configure the apps**:
- Enable dynamic client registration (if using auto-registration) - Settings → OIDC
- Enable Bearer token validation: `php occ config:system:set user_oidc oidc_provider_bearer_validation --value=true --type=boolean`
3. **Apply Bearer token patch** - The `user_oidc` app requires a patch for non-OCS endpoints - See [Upstream Status](oauth-upstream-status.md) for details
See the [OAuth Setup Guide](oauth-setup.md) for detailed step-by-step instructions, or [OAuth Quick Start](quickstart-oauth.md) for a 5-minute setup.
---
## Basic Authentication (Legacy)
Basic Authentication is maintained for backward compatibility. It uses username and password credentials.
> [!WARNING]
> **Security Notice:** Basic Authentication stores credentials in environment variables and is less secure than OAuth. Use OAuth for production deployments.
### Configuration
```dotenv
# .env file for BasicAuth mode
NEXTCLOUD_HOST=https://your.nextcloud.instance.com
NEXTCLOUD_USERNAME=your_nextcloud_username
NEXTCLOUD_PASSWORD=your_app_password_or_password
```
### Environment Variables Reference
| Variable | Required | Description |
|----------|----------|-------------|
| `NEXTCLOUD_HOST` | ✅ Yes | Full URL of your Nextcloud instance |
| `NEXTCLOUD_USERNAME` | ✅ Yes | Your Nextcloud username |
| `NEXTCLOUD_PASSWORD` | ✅ Yes | **Recommended:** Use a dedicated [Nextcloud App Password](https://docs.nextcloud.com/server/latest/user_manual/en/session_management.html#managing-devices). Generate one in Nextcloud Security settings. Alternatively, use your login password (less secure). |
---
## Semantic Search Configuration (Optional)
The MCP server includes semantic search capabilities powered by vector embeddings. This feature requires a vector database (Qdrant) and an embedding service.
### Qdrant Vector Database Modes
The server supports three Qdrant deployment modes:
1. **In-Memory Mode** (Default) - Simplest for development and testing
2. **Persistent Local Mode** - For single-instance deployments with persistence
3. **Network Mode** - For production with dedicated Qdrant service
#### 1. In-Memory Mode (Default)
No configuration needed! If neither `QDRANT_URL` nor `QDRANT_LOCATION` is set, the server defaults to in-memory mode:
```dotenv
# No Qdrant configuration needed - defaults to :memory:
VECTOR_SYNC_ENABLED=true
```
**Pros:**
- Zero configuration
- Fast startup
- Perfect for testing
**Cons:**
- Data lost on restart
- Limited to available RAM
#### 2. Persistent Local Mode
For single-instance deployments that need persistence without a separate Qdrant service:
```dotenv
# Local persistent storage
QDRANT_LOCATION=/app/data/qdrant # Or any writable path
VECTOR_SYNC_ENABLED=true
```
**Pros:**
- Data persists across restarts
- No separate service needed
- Suitable for small/medium deployments
**Cons:**
- Limited to single instance
- Shares resources with MCP server
#### 3. Network Mode
For production deployments with a dedicated Qdrant service:
```dotenv
# Network mode configuration
QDRANT_URL=http://qdrant:6333
QDRANT_API_KEY=your-secret-api-key # Optional
QDRANT_COLLECTION=nextcloud_content # Optional
VECTOR_SYNC_ENABLED=true
```
**Pros:**
- Scalable and performant
- Can be shared across multiple MCP instances
- Supports clustering and replication
**Cons:**
- Requires separate Qdrant service
- More complex deployment
### Qdrant Collection Naming
Collection names are automatically generated to include the embedding model, ensuring safe model switching and preventing dimension mismatches.
#### Auto-Generated Naming (Default)
**Format:** `{deployment-id}-{model-name}`
**Components:**
- **Deployment ID:** `OTEL_SERVICE_NAME` (if configured) or `hostname` (fallback)
- **Model name:** `OLLAMA_EMBEDDING_MODEL`
**Examples:**
```bash
# With OTEL service name configured
OTEL_SERVICE_NAME=my-mcp-server
OLLAMA_EMBEDDING_MODEL=nomic-embed-text
# → Collection: "my-mcp-server-nomic-embed-text"
# Simple Docker deployment (OTEL not configured)
# hostname=mcp-container
OLLAMA_EMBEDDING_MODEL=all-minilm
# → Collection: "mcp-container-all-minilm"
```
#### Switching Embedding Models
When you change `OLLAMA_EMBEDDING_MODEL`, a new collection is automatically created:
```bash
# Initial setup
OLLAMA_EMBEDDING_MODEL=nomic-embed-text
# Collection: "my-server-nomic-embed-text" (768 dimensions)
# Change model
OLLAMA_EMBEDDING_MODEL=all-minilm
# Collection: "my-server-all-minilm" (384 dimensions)
# → New collection created, full re-embedding occurs
```
**Important:**
- **Collections are mutually exclusive** - vectors cannot be shared between different embedding models
- **Switching models requires re-embedding** all documents (may take time for large note collections)
- **Old collection remains** in Qdrant and can be deleted manually if no longer needed
#### Explicit Override
Set `QDRANT_COLLECTION` to use a specific collection name:
```bash
QDRANT_COLLECTION=my-custom-collection # Bypasses auto-generation
```
**Use cases:**
- Backward compatibility with existing deployments
- Custom naming schemes
- Sharing a collection across deployments (advanced)
#### Multi-Server Deployments
Each server should have a unique deployment ID to avoid collection collisions:
```bash
# Server 1 (Production)
OTEL_SERVICE_NAME=mcp-prod
OLLAMA_EMBEDDING_MODEL=nomic-embed-text
# → Collection: "mcp-prod-nomic-embed-text"
# Server 2 (Staging)
OTEL_SERVICE_NAME=mcp-staging
OLLAMA_EMBEDDING_MODEL=nomic-embed-text
# → Collection: "mcp-staging-nomic-embed-text"
# Server 3 (Different model)
OTEL_SERVICE_NAME=mcp-experimental
OLLAMA_EMBEDDING_MODEL=bge-large
# → Collection: "mcp-experimental-bge-large"
```
**Benefits:**
- Multiple MCP servers can share one Qdrant instance safely
- No naming collisions between deployments
- Clear collection ownership (can see which deployment and model)
#### Dimension Validation
The server validates collection dimensions on startup:
```
Dimension mismatch for collection 'my-server-nomic-embed-text':
Expected: 384 (from embedding model 'all-minilm')
Found: 768
This usually means you changed the embedding model.
Solutions:
1. Delete the old collection: Collection will be recreated with new dimensions
2. Set QDRANT_COLLECTION to use a different collection name
3. Revert OLLAMA_EMBEDDING_MODEL to the original model
```
**What this prevents:**
- Runtime errors from dimension mismatches
- Data corruption in Qdrant
- Confusing error messages during indexing
### Vector Sync Configuration
Control background indexing behavior:
```dotenv
# Vector sync settings (ADR-007)
VECTOR_SYNC_ENABLED=true # Enable background indexing
VECTOR_SYNC_SCAN_INTERVAL=300 # Scan interval in seconds (default: 5 minutes)
VECTOR_SYNC_PROCESSOR_WORKERS=3 # Concurrent indexing workers (default: 3)
VECTOR_SYNC_QUEUE_MAX_SIZE=10000 # Max queued documents (default: 10000)
```
### Embedding Service Configuration
The server uses an embedding service to generate vector representations. Two options are available:
#### Ollama (Recommended)
Use a local Ollama instance for embeddings:
```dotenv
OLLAMA_BASE_URL=http://ollama:11434
OLLAMA_EMBEDDING_MODEL=nomic-embed-text # Default model
OLLAMA_VERIFY_SSL=true # Verify SSL certificates
```
#### Simple Embedding Provider (Fallback)
If `OLLAMA_BASE_URL` is not set, the server uses a simple random embedding provider for testing. This is **not suitable for production** as it generates random embeddings with no semantic meaning.
### Environment Variables Reference
| Variable | Required | Default | Description |
|----------|----------|---------|-------------|
| `QDRANT_URL` | ⚠️ Optional | - | Qdrant service URL (network mode) - mutually exclusive with `QDRANT_LOCATION` |
| `QDRANT_LOCATION` | ⚠️ Optional | `:memory:` | Local Qdrant path (`:memory:` or `/path/to/data`) - mutually exclusive with `QDRANT_URL` |
| `QDRANT_API_KEY` | ⚠️ Optional | - | Qdrant API key (network mode only) |
| `QDRANT_COLLECTION` | ⚠️ Optional | `nextcloud_content` | Qdrant collection name |
| `VECTOR_SYNC_ENABLED` | ⚠️ Optional | `false` | Enable background vector indexing |
| `VECTOR_SYNC_SCAN_INTERVAL` | ⚠️ Optional | `300` | Document scan interval (seconds) |
| `VECTOR_SYNC_PROCESSOR_WORKERS` | ⚠️ Optional | `3` | Concurrent indexing workers |
| `VECTOR_SYNC_QUEUE_MAX_SIZE` | ⚠️ Optional | `10000` | Max queued documents |
| `OLLAMA_BASE_URL` | ⚠️ Optional | - | Ollama API endpoint for embeddings |
| `OLLAMA_EMBEDDING_MODEL` | ⚠️ Optional | `nomic-embed-text` | Embedding model to use |
| `OLLAMA_VERIFY_SSL` | ⚠️ Optional | `true` | Verify SSL certificates |
### Docker Compose Example
Enable network mode Qdrant with docker-compose:
```yaml
services:
mcp:
environment:
- QDRANT_URL=http://qdrant:6333
- VECTOR_SYNC_ENABLED=true
qdrant:
image: qdrant/qdrant:latest
ports:
- 127.0.0.1:6333:6333
volumes:
- qdrant-data:/qdrant/storage
profiles:
- qdrant # Optional service
volumes:
qdrant-data:
```
Start with Qdrant service:
```bash
docker-compose --profile qdrant up
```
Or use default in-memory mode (no `--profile` needed):
```bash
docker-compose up
```
---
## Loading Environment Variables
After creating your `.env` file, load the environment variables:
### On Linux/macOS
```bash
# Load all variables from .env
export $(grep -v '^#' .env | xargs)
```
### On Windows (PowerShell)
```powershell
# Load variables from .env
Get-Content .env | ForEach-Object {
if ($_ -match '^\s*([^#][^=]*)\s*=\s*(.*)$') {
[Environment]::SetEnvironmentVariable($matches[1].Trim(), $matches[2].Trim(), "Process")
}
}
```
### Via Docker
```bash
# Docker automatically loads .env when using --env-file
docker run -p 127.0.0.1:8000:8000 --env-file .env --rm \
ghcr.io/cbcoutinho/nextcloud-mcp-server:latest
```
---
## CLI Configuration
Some configuration options can also be provided via CLI arguments. CLI arguments take precedence over environment variables.
### OAuth-related CLI Options
```bash
uv run nextcloud-mcp-server --help
Options:
--oauth / --no-oauth Force OAuth mode (if enabled) or
BasicAuth mode (if disabled). By default,
auto-detected based on environment
variables.
--oauth-client-id TEXT OAuth client ID (can also use
NEXTCLOUD_OIDC_CLIENT_ID env var)
--oauth-client-secret TEXT OAuth client secret (can also use
NEXTCLOUD_OIDC_CLIENT_SECRET env var)
--mcp-server-url TEXT MCP server URL for OAuth callbacks (can
also use NEXTCLOUD_MCP_SERVER_URL env
var) [default: http://localhost:8000]
```
### Server Options
```bash
Options:
-h, --host TEXT Server host [default: 127.0.0.1]
-p, --port INTEGER Server port [default: 8000]
-w, --workers INTEGER Number of worker processes
-r, --reload Enable auto-reload
-l, --log-level [critical|error|warning|info|debug|trace]
Logging level [default: info]
-t, --transport [sse|streamable-http|http]
MCP transport protocol [default: sse]
```
### App Selection
```bash
Options:
-e, --enable-app [notes|tables|webdav|calendar|contacts|deck]
Enable specific Nextcloud app APIs. Can
be specified multiple times. If not
specified, all apps are enabled.
```
### Example CLI Usage
```bash
# OAuth mode with custom client and port
uv run nextcloud-mcp-server --oauth \
--oauth-client-id abc123 \
--oauth-client-secret xyz789 \
--port 8080
# BasicAuth mode with specific apps only
uv run nextcloud-mcp-server --no-oauth \
--enable-app notes \
--enable-app calendar
```
---
## Configuration Best Practices
### For Development
- Use BasicAuth for quick setup and testing
- Or use OAuth with auto-registration (dynamic client registration)
- Store `.env` file in your project directory
- Add `.env` to `.gitignore`
### For Production
- **Always use OAuth2/OIDC** with pre-configured clients
- Store OAuth client credentials securely
- Use environment variables from your deployment platform (Docker secrets, Kubernetes ConfigMaps, etc.)
- Never commit credentials to version control
- SQLite database permissions are handled automatically by the server
### For Docker
- Mount OAuth client storage as a volume for persistence:
```bash
docker run -v $(pwd)/.oauth:/app/.oauth --env-file .env \
ghcr.io/cbcoutinho/nextcloud-mcp-server:latest
```
- Use Docker secrets for sensitive values in production
---
## See Also
- [OAuth Quick Start](quickstart-oauth.md) - 5-minute OAuth setup for development
- [OAuth Setup Guide](oauth-setup.md) - Detailed OAuth configuration for production
- [OAuth Architecture](oauth-architecture.md) - How OAuth works in the MCP server
- [Upstream Status](oauth-upstream-status.md) - Required patches and upstream PRs
- [Authentication](authentication.md) - Authentication modes comparison
- [Running the Server](running.md) - Starting the server with different configurations
- [Troubleshooting](troubleshooting.md) - Common configuration issues
- [OAuth Troubleshooting](oauth-troubleshooting.md) - OAuth-specific troubleshooting