SKILL.md
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Prerequisites
- Docker Desktop installed
- API key for at least one AI provider (or local Ollama for free local inference)
Installation
Deploy Open Notebook using Docker Compose:
# Download the docker-compose file
curl -o docker-compose.yml https://raw.githubusercontent.com/lfnovo/open-notebook/main/docker-compose.yml
# Set the required encryption key
export OPEN_NOTEBOOK_ENCRYPTION_KEY="your-secret-key-here"
# Launch the services
docker-compose up -d
Access the application:
- Frontend UI: http://localhost:8502
- REST API: http://localhost:5055
- API Documentation: http://localhost:5055/docs
Configure AI Provider
After startup, configure at least one AI provider:
- Navigate to Settings > API Keys in the UI
- Add credentials for your preferred provider (OpenAI, Anthropic, etc.)
- Test the connection and discover available models
- Register models for use across the platform
Or configure via the REST API:
import requests
BASE_URL = "http://localhost:5055/api"
# Add a credential for an AI provider
response = requests.post(f"{BASE_URL}/credentials", json={
"provider": "openai",
"name": "My OpenAI Key",
"api_key": "sk-..."
})
credential = response.json()
# Discover available models
response = requests.post(
f"{BASE_URL}/credentials/{credential['id']}/discover"
)
discovered = response.json()
# Register discovered models
requests.post(
f"{BASE_URL}/credentials/{credential['id']}/register-models",
json={"model_ids": [m["id"] for m in discovered["models"]]}
)
Core Features
Notebooks
Organize research into separate notebooks, each containing sources, notes, and chat sessions.
import requests
BASE_URL = "http://localhost:5055/api"
# Create a notebook
response = requests.post(f"{BASE_URL}/notebooks", json={
"name": "Cancer Genomics Research",
"description": "Literature review on tumor mutational burden"
})
notebook = response.json()
notebook_id = notebook["id"]
Sources
Ingest diverse content types including PDFs, videos, audio files, web pages, and Office documents. Sources are processed for full-text and vector search.
# Add a web URL source
response = requests.post(f"{BASE_URL}/sources", data={
"url": "https://arxiv.org/abs/2301.00001",
"notebook_id": notebook_id,
"process_async": "true"
})
source = response.json()
# Upload a PDF file
with open("paper.pdf", "rb") as f:
response = requests.post(
f"{BASE_URL}/sources",
data={"notebook_id": notebook_id},
files={"file": ("paper.pdf", f, "application/pdf")}
)
Notes
Create and manage notes (human or AI-generated) associated with notebooks.
# Create a human note
response = requests.post(f"{BASE_URL}/notes", json={
"title": "Key Findings",
"content": "TMB correlates with immunotherapy response in NSCLC...",
"note_type": "human",
"notebook_id": notebook_id
})
Context-Aware Chat
Chat with your research materials using AI that cites sources.
# Create a chat session
session = requests.post(f"{BASE_URL}/chat/sessions", json={
"notebook_id": notebook_id,
"title": "TMB Discussion"
}).json()
# Send a message with context from sources
response = requests.post(f"{BASE_URL}/chat/execute", json={
"session_id": session["id"],
"message": "What are the key biomarkers for immunotherapy response?",
"context": {"include_sources": True, "include_notes": True}
})
Search
Search across all materials using full-text or vector (semantic) search.
# Vector search across the knowledge base
results = requests.post(f"{BASE_URL}/search", json={
"query": "tumor mutational burden immunotherapy",
"search_type": "vector",
"limit": 10
}).json()
# Ask a question with AI-powered answer
answer = requests.post(f"{BASE_URL}/search/ask/simple", json={
"query": "How does TMB predict checkpoint inhibitor response?"
}).json()
Podcast Generation
Generate professional multi-speaker podcasts from research materials with 1-4 customizable speakers.
# Generate a podcast episode
job = requests.post(f"{BASE_URL}/podcasts/generate", json={
"notebook_id": notebook_id,
"episode_profile_id": episode_profile_id,
"speaker_profile_ids": [speaker1_id, speaker2_id]
}).json()
# Check generation status
status = requests.get(f"{BASE_URL}/podcasts/jobs/{job['job_id']}").json()
# Download audio when ready
audio = requests.get(
f"{BASE_URL}/podcasts/episodes/{status['episode_id']}/audio"
)
Content Transformations
Apply custom AI-powered transformations to content for summarization, extraction, and analysis.
# Create a custom transformation
transform = requests.post(f"{BASE_URL}/transformations", json={
"name": "extract_methods",
"title": "Extract Methods",
"description": "Extract methodology details from papers",
"prompt": "Extract and summarize the methodology section...",
"apply_default": False
}).json()
# Execute transformation on text
result = requests.post(f"{BASE_URL}/transformations/execute", json={
"transformation_id": transform["id"],
"input_text": "...",
"model_id": "model_id_here"
}).json()
Supported AI Providers
Open Notebook supports 16+ AI providers through the Esperanto library:
Provider
LLM
Embedding
Speech-to-Text
Text-to-Speech
OpenAI
Yes
Yes
Yes
Yes
Anthropic
Yes
No
No
No
Google GenAI
Yes
Yes
No
Yes
Vertex AI
Yes
Yes
No
Yes
Ollama
Yes
Yes
No
No
Groq
Yes
No
Yes
No
Mistral
Yes
Yes
No
No
Azure OpenAI
Yes
Yes
No
No
DeepSeek
Yes
No
No
No
xAI
Yes
No
No
No
OpenRouter
Yes
No
No
No
ElevenLabs
No
No
Yes
Yes
Perplexity
Yes
No
No
No
Voyage
No
Yes
No
No
Environment Variables
Key configuration variables for Docker deployment:
Variable
Description
Default
OPEN_NOTEBOOK_ENCRYPTION_KEY
Required. Secret key for encrypting stored credentials
None
SURREAL_URL
SurrealDB connection URL
ws://surrealdb:8000/rpc
SURREAL_NAMESPACE
Database namespace
open_notebook
SURREAL_DATABASE
Database name
open_notebook
OPEN_NOTEBOOK_PASSWORD
Optional password protection for the UI
None
API Reference
The REST API is available at http://localhost:5055/api with interactive documentation at /docs.
Core endpoint groups:
/api/notebooks- Notebook CRUD and source association
/api/sources- Source ingestion, processing, and retrieval
/api/notes- Note management
/api/chat/sessions- Chat session management
/api/chat/execute- Chat message execution
/api/search- Full-text and vector search
/api/podcasts- Podcast generation and management
/api/transformations- Content transformation pipelines
/api/models- AI model configuration and discovery
/api/credentials- Provider credential management
For complete API reference with all endpoints and request/response formats, see references/api_reference.md.
Architecture
Open Notebook uses a modern stack:
- Backend: Python with FastAPI
- Database: SurrealDB (document + relational)
- AI Integration: LangChain with the Esperanto multi-provider library
- Frontend: Next.js with React
- Deployment: Docker Compose with persistent volumes
Important Notes
- Open Notebook requires Docker for deployment
- At least one AI provider must be configured for AI features to work
- For free local inference without API costs, use Ollama
- The
OPEN_NOTEBOOK_ENCRYPTION_KEYmust be set before first launch and kept consistent across restarts
- All data is stored locally in Docker volumes for complete data sovereignty