Settings reference
All Vault Operator settings are in Obsidian Settings > Vault Operator. This page documents every section.
Providers
Configure AI providers. Each provider exposes its own model list and is mapped into three tiers (Budget, Main, Frontier) that the agent picks from based on the current task.
| Setting | What it does | Default | Recommendation |
|---|---|---|---|
| Provider list | All configured providers with type, display name, sign-in status, and tier mapping | Empty | Add at least one provider to start |
| Active provider | The provider used for chat by default | First added | Pick the one with the strongest Main tier (Claude Sonnet 4.x, GPT-5, Gemini 2.x) |
| + Add provider | Opens the provider detail modal | n/a | Start with one cloud and optionally one local |
| Refresh | Pulls the provider's model list and auto-classifies the models into tiers | n/a | Click after sign-in; rerun if the provider releases new models |
| Tier mapping | Manual override for Budget / Main / Frontier slots | Auto-classified | Keep auto unless you want a specific model |
| Test connection | Verifies the provider's credentials and endpoint with a minimal request | n/a | Always test after adding or rotating credentials |
Tiers and overrides
The Main tier drives chat by default. The agent escalates to Frontier on hard synthesis steps via the consult_flagship tool (budget: 3 calls per task, 3000 tokens per call). The chat-header model picker lets you pin a specific provider/model for a single task without changing the active provider.
Local capabilities and providers
Ollama and LM Studio prefill their Base URL field with the well-known default port. The Refresh button uses Ollama's native /api/tags endpoint to enumerate installed models. ChatGPT (OAuth) bills against your existing Plus or Pro subscription instead of a per-token API key.
Embeddings
Configure the semantic index for meaning-based vault search.
| Setting | What it does | Default | Recommendation |
|---|---|---|---|
| Embedding model | The model used to generate text embeddings | None | OpenAI text-embedding-3-small (cheapest) |
| API key | Separate key for the embedding provider | None | Can share the OpenAI key from Models |
| Auto-index | Automatically index notes when they change | Off | Enable for vaults under 5,000 notes |
| Rebuild index | Re-index the entire vault from scratch | n/a | Run after first setup or major vault changes |
| Reranking | Re-rank semantic search results for better relevance | Off | Enable if search results feel imprecise |
| Implicit connections | Discover hidden relationships between notes | Off | Enable for knowledge discovery use cases |
| Graph enrichment | Add semantic similarity data to the Obsidian graph | Off | Enable if you use the graph view heavily |
| Confidence-weighted ranking | Factor edge confidence into graph expansion | On | Leave on, it improves retrieval quality |
| Knowledge freshness | Boost recently edited notes in search results | On | Leave on unless you prefer strict relevance over recency |
| Community detection | Run Louvain clustering on the knowledge graph at startup | On | Needed for category-mismatch health checks |
Index size
The semantic index stores embeddings locally. For a vault with 1,000 notes, expect roughly 10-20 MB of storage.
Knowledge properties
Vault conventions used by the knowledge ingest workflow and vault health check. Set these once to match your vault's schema.
| Setting | What it does | Default | Recommendation |
|---|---|---|---|
| Category property | Frontmatter key that holds the note's type or category | Category | Match whatever you already use (type, kind, etc.) |
| Summary property | Frontmatter key for the short note summary | Summary | Match your existing convention (abstract, tldr) |
| Source naming convention | Filename pattern for source notes created by ingest | Author-Year_Title | Keep short and sortable. Ingest uses this for PDFs |
| MOC properties | Extra frontmatter keys that participate in Maps of Content | Empty | Add related, parent, or whatever you link through |
Vault health check
Diagnostic and repair pipeline for structural vault problems. See Vault Health Check for the full workflow.
| Setting | What it does | Default | Recommendation |
|---|---|---|---|
| Enable vault health check | Run structural checks automatically on vault open | On | Keep on. Scans are fast and use no LLM tokens |
| Show health badge | Colored dot in the sidebar when findings exist | On | Keep on. It's the primary entry point to the repair modal |
| God-node threshold | Connection count above which a note is flagged as overloaded | 50 | Raise it for very large vaults, lower it if you want stricter hygiene |
Web search
Enable tools for accessing the internet.
| Setting | What it does | Default | Recommendation |
|---|---|---|---|
| Enable web tools | Allow the agent to use web_fetch and web_search | Off | Enable when you need current information |
| Search provider | Which search API to use | Brave | Brave (free tier) or Tavily (better results) |
| API key | Key for the selected search provider | None | Get a free key from your chosen provider |
MCP (Model Context Protocol)
Connect external tool servers and expose Vault Operator as a server.
| Setting | What it does | Default | Recommendation |
|---|---|---|---|
| Client servers | List of MCP servers the agent can call tools on | Empty | Add servers for external integrations |
| + add server | Configure a new MCP server connection (SSE or streamable-http) | n/a | Only SSE and streamable-http transports work |
| Test server | Verify connectivity to a configured server | n/a | Test after adding |
| Vault Operator as MCP server | Expose Vault Operator's tools to external clients like Claude Desktop | Off | Enable to use Vault Operator from Claude Desktop |
Transport limitation
Vault Operator runs inside Electron (Obsidian's runtime), so only SSE and streamable-http transports are supported. Stdio-based MCP servers do not work.
Modes
Configure agent modes. Each mode defines which tools, skills, and model the agent uses.
| Setting | What it does | Default | Recommendation |
|---|---|---|---|
| Ask mode | Read-only mode with only read and vault intelligence tools | Built-in | Keep as your safe exploration mode |
| Agent mode | Full-access mode with all tools enabled | Built-in | Your primary working mode |
| Custom modes | User-defined modes with custom tool sets and system prompts | Empty | Create modes for specific workflows (Researcher, Writer) |
| Per-mode model | Override which model a mode uses | Global model | Set a fast model for Ask, a stronger one for Agent |
| Per-mode tools | Select which tool groups are available in each mode | Varies by mode | Restrict tools to what the mode actually needs |
| Per-mode skills | Attach specific skills to a mode | None | Attach relevant skills for the mode's purpose |
Permissions (auto-approve)
Control what the agent can do without asking. See Safety & Control for details.
| Setting | What it does | Default | Recommendation |
|---|---|---|---|
| Read operations | Auto-approve file reads, searches, listings | Off | Safe to enable. Nothing changes. |
| Note edits | Auto-approve editing existing notes | Off | Enable after you trust the agent's edits |
| Vault changes | Auto-approve creating, moving, deleting files | Off | Keep off until comfortable |
| Web operations | Auto-approve web fetches and searches | Off | Enable if you use web tools frequently |
| MCP calls | Auto-approve calls to external MCP servers | Off | Enable per-server based on trust |
| Subtasks | Auto-approve spawning sub-agents | Off | Safe to enable. Inherits parent permissions. |
| Plugin skills | Auto-approve plugin command execution | Off | Enable for trusted plugin workflows |
| Plugin API reads | Auto-approve reading plugin data | Off | Safe to enable. Read-only. |
| Plugin API writes | Auto-approve modifying plugin settings | Off | Keep off. High risk. |
| Recipes | Auto-approve multi-step CLI recipes | Off | Keep off. Runs external commands. |
| Sandbox | Auto-approve code execution in the sandbox | Off | Keep off unless you trust generated code |
Permissive combination
Enabling both web operations and note edits (or vault changes) triggers a security warning. This combination lets the agent fetch internet content and write it to your vault without asking.
Loop (agent behavior)
Control how the agent loop runs.
| Setting | What it does | Default | Recommendation |
|---|---|---|---|
| Consecutive error limit | How many consecutive tool errors before the agent stops | 3 | Keep at 3. Prevents infinite error loops. |
| Rate limit | Minimum milliseconds between API calls | 0 | Set to 500-1000 if you hit rate limits |
| Max iterations | Maximum tool calls per conversation turn | 25 | Increase for complex tasks, decrease to limit cost |
| Context condensing | Summarize older messages when context gets long | On | Keep on. Prevents context overflow errors. |
| Condensing threshold | Percentage of context window before condensing triggers | 70% | Lower if you see 400-error context overflow |
| Power steering | Re-inject key instructions every N messages | 4 | Keep at 4 for consistent behavior |
| Subtask depth | Maximum nesting depth for sub-agents | 2 | Keep at 2 unless you need deep delegation |
Memory
Configure how the agent remembers across conversations.
| Setting | What it does | Default | Recommendation |
|---|---|---|---|
| Chat history | Save conversation history for future reference | On | Keep on. Required for memory extraction. |
| Chat history folder | Where to store conversation files in the vault | Vault Operator/Chats | Change if you prefer a different location |
| Memory extraction | Automatically extract key facts from conversations | On | Keep on for personalization |
| Memory model | Which model to use for memory extraction (background task) | Global model | Use a cheap model (Haiku, GPT-4o-mini) to save cost |
| Memory threshold | Minimum relevance score for a memory to be saved | 0.7 | Lower for more memories, raise for fewer but higher quality |
Rules
Persistent instructions that guide the agent in every conversation.
| Setting | What it does | Default | Recommendation |
|---|---|---|---|
| Rule list | All active rules injected into the system prompt | Empty | Add rules for your writing style, vault conventions |
| + add rule | Create a new rule (plain text or Markdown) | n/a | Keep rules concise and specific |
| Import | Import rules from a file | n/a | Share rules across vaults |
Workflows & prompts
Pre-defined multi-step instructions and prompt templates.
| Setting | What it does | Default | Recommendation |
|---|---|---|---|
| Workflows | Slash-command triggered instruction sequences (type / in chat) | Built-in defaults | Create workflows for your repeated tasks |
| Prompts | Reusable message templates with optional variables | Empty | Create prompts for common questions |
Skills
Persistent instruction sets matched by keywords. Like mini-manuals the agent follows.
| Setting | What it does | Default | Recommendation |
|---|---|---|---|
| Skill list | All skills with name, trigger pattern, and body | Built-in defaults | Add skills for domain-specific tasks |
| + add skill | Create a new skill | n/a | Include a clear trigger pattern and step-by-step instructions |
Interface
Appearance and input behavior settings.
| Setting | What it does | Default | Recommendation |
|---|---|---|---|
| Auto-add active file | Automatically include the currently open note as context | On | Keep on. Helps the agent understand what you're looking at. |
| Send key | Which key sends a message (Enter or Ctrl/Cmd+Enter) | Enter | Change to Ctrl+Enter if you write multi-line messages often |
| Show date/time | Display timestamps in the chat | Off | Personal preference |
| Chat history folder | Vault folder for saved conversations | Vault Operator/Chats | Also configurable in Memory tab |
| Chat linking | Link chat sessions to notes for traceability | Off | Enable for project-based workflows |
| Task extraction | Detect and extract tasks from agent responses | Off | Enable to auto-create tasks from conversations |
Shell (plugin API & recipes)
Configure external tool integrations.
| Setting | What it does | Default | Recommendation |
|---|---|---|---|
| Plugin API | Allow the agent to call JavaScript APIs on other plugins | Off | Enable if you use Dataview, Omnisearch, or similar |
| Command allowlist | Which Obsidian commands the agent can execute | None | Add specific command IDs you trust |
| Recipes | Pre-validated CLI tool recipes (e.g., Pandoc export) | Built-in | Add recipes only for tools you have installed |
Vault (checkpoints)
Checkpoint and snapshot settings for the undo system.
| Setting | What it does | Default | Recommendation |
|---|---|---|---|
| Enable checkpoints | Create snapshots before file modifications | On | Keep on. This powers the undo system. |
| Snapshot timeout | Maximum time to wait for a snapshot to complete (ms) | 5000 | Increase for very large files |
| Auto-cleanup | Automatically remove old checkpoints | On | Keep on to save storage |
Agent folder
Vault-relative folder where Vault Operator keeps its own files: plugin skills, the vault-dna snapshot, externalised tmp results, and the local knowledge database. Default is .obsidian-agent.
Use the Pick folder... button to choose an existing folder from a fuzzy picker (works the same on Windows, macOS, and Linux), or type a new path that will be created on next use. Existing files are not auto-migrated when you change this path. Move them manually if needed.
Log
Daily audit trail of every tool call. Each tool invocation is appended to a JSONL log file under the plugin's data folder, with timestamp, tool name, arguments, result status, and approval decision.
| Setting | What it does | Default | Recommendation |
|---|---|---|---|
| Date selector | Pick which day's log to load | Today | Use to review what the agent did yesterday or last week |
| Load | Render the selected day's log as a table | n/a | Click after picking a date |
| Download | Save the raw JSONL log for the selected day | n/a | Useful for audits, sharing with support, or external analysis |
| Clear all | Delete every log file from disk | n/a | Use sparingly. Logs are the only post-hoc record of what the agent did |
Where logs live
Logs are stored under the agent folder (Settings > Vault > Agent folder, default .vault-operator/logs/). Each day is a separate JSONL file. Logs do not contain conversation content, only tool calls.
Debug
Internal diagnostics and optional source bundle for self-development tools.
| Setting | What it does | Default | Recommendation |
|---|---|---|---|
| Debug mode | Enable verbose logging to the developer console | Off | Enable while reproducing a bug. Disable for normal use, it generates a lot of output |
| Self-Development source bundle | Optional one-time download (~5 MB) of the plugin's TypeScript source. Required for the manage_source tool, so the agent can answer "how does feature X work?" questions and propose patches. Downloaded from the plugin's GitHub release, verified by SHA256, stored under the agent folder | Not installed | Install only if you want the agent to introspect its own source code |
Inspecting the running state
Use the inspect_self tool from chat ("inspect your tools" or "show me your current settings") to see live introspection of the running plugin. It returns a Markdown summary of the actual runtime state, not guesses.
Backup
Export and import your Vault Operator configuration. Useful when moving to a new device, sharing settings with a team, or restoring after a bad change.
| Setting | What it does | Default | Recommendation |
|---|---|---|---|
| Export categories | Checkboxes for each settings category (models, rules, skills, workflows, prompts, modes, soul, memory) | All on | Uncheck categories that contain device-specific keys before sharing |
| Export | Bundle the selected categories into a JSON file | n/a | Run before major settings changes or before sharing with another machine |
| Select file (Import) | Pick a previously exported JSON file | n/a | Step 1 of import |
| Import categories | Pick which categories from the file to import | All on | Skip categories that should keep their current values |
| Confirm import | Apply the imported settings | n/a | Step 3 of import. Existing settings in the selected categories are overwritten |
Import legacy soul.md | Read memory/soul.md and add each bullet under Identity / Values / Anti-Patterns / Communication into the soul store. Idempotent. | n/a | One-off migration if you have an older soul.md from a prior plugin version |
API keys travel with the export
A full export includes provider API keys. Treat the JSON file like a password vault: never commit it, never share it publicly. Uncheck Models before sharing if you want to keep keys private.
Language
Set the agent's response language. The setting follows Obsidian's language by default. UI strings (settings labels, modals, errors) follow the Obsidian language separately.
