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Vaultkeeper AI

by andy-stack
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Description

This plugin has not been manually reviewed by Obsidian staff. Multi-AI assistant. Read, search, create, and edit notes with multiple AI providers.

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Latest Version

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Changelog

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README file from

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Vaultkeeper AI for Obsidian

A powerful AI assistant plugin that brings Claude, Gemini, OpenAI, and Mistral directly into your Obsidian vault with intelligent note management capabilities.

License: MIT Obsidian Plugin

Features

  • Multi-Provider AI Support - Switch seamlessly between Claude (Anthropic), Gemini (Google), OpenAI, and Mistral models
  • Three Chat Modes
    • 🔍 Read-Only Mode: AI can search, read, and list your notes safely
    • ✏️ Edit Mode: AI can create, edit, delete, and move notes and folders (when you need it)
    • 📋 Planning Mode: A three-agent workflow where a planning agent analyzes your vault and creates a step-by-step strategy before execution
  • Interactive Diff Viewer - Review and approve AI-proposed changes before they're applied with side-by-side diff view
  • Smart Reference System - Mention tags (#), files (@), and folders (/) with autocomplete
  • Custom System Instructions - Create and switch between personalized AI behaviors
  • Conversation Management - Persistent chat history with automatic conversation naming
  • Privacy Controls - Exclude sensitive files and directories from AI access with glob patterns
  • Files Support (PDF, Documents, Images, etc) - Search through PDF and Office documents (DOCX, PPTX, XLSX) and allow AI to read binary files directly (PDFs, Office/ODF documents, images, etc)
  • AI Memory - Persist vault conventions, preferences, and workflows across sessions so the AI remembers how you work
  • Web Search - Toggle web search on per-message so the AI can look up current information
  • Web Viewer - Allow the AI to fetch and read web page content directly
  • Quick Actions - Lightweight, single-shot AI operations on selected text, available via right-click context menu and a dedicated editor toolbar button — both toggleable in settings and fully supported on mobile
  • Mobile Compatible - Full functionality on mobile devices with touch-friendly controls
  • Streaming Responses - See AI responses as they're generated
  • Local & Private - API keys stored locally, no data sent to third parties

Installation

Manual Installation

  1. Download the latest release from the Releases page
  2. Extract the files into your vault's .obsidian/plugins/vaultkeeper-ai/ directory
  3. Reload Obsidian
  4. Enable "Vaultkeeper AI" in Settings → Community Plugins

From Community Plugins (Plugin has not yet been reviewed and accepted - hopefully coming soon)

  1. Open Obsidian Settings
  2. Navigate to Community Plugins
  3. Search for "Vaultkeeper AI"
  4. Click Install, then Enable

Quick Start

  1. Add API Keys: Open plugin settings and add at least one API key:

  2. Select a Model: Choose your preferred AI model from the dropdown

  3. Start Chatting: Click the Vaultkeeper AI icon in the left sidebar to open the chat window

  4. Try the Reference System:

    • Type @ to reference files
    • Type # to reference tags
    • Type / to reference folders

Usage

Switching Between Models

The plugin supports multiple AI models:

Claude (Anthropic)

  • Claude Sonnet 4.6 ⚡ (Recommended)
  • Claude Sonnet 4.5, 4
  • Claude Opus 4.6, 4.5, 4.1, 4
  • Claude Haiku 4.5

Gemini (Google)

  • Gemini 3.1 Pro Preview, 3 Pro Preview, 3 Flash Preview
  • Gemini 2.5 Flash, Pro
  • Gemini 2.5 Flash Lite

OpenAI

  • GPT-5.2 (Instant, Thinking, Pro)
  • GPT-5.1, GPT-5 (Mini, Nano)

Mistral

  • Mistral Large
  • Mistral Medium
  • Mistral Small

Switch models anytime in the settings without losing your conversation context.

Chat Modes

The chat mode selector in the input toolbar lets you switch between three modes at any time.

Read-Only Mode (Default) 🔍

  • AI can search vault content (text based files, PDFs, and Office/ODF documents)
  • AI can read file contents (including binary files like PDFs, Office documents, and images)
  • AI can list directory structures
  • Cannot modify your notes

Edit Mode ✏️

Switch to Edit Mode when you need the AI to:

  • Create new notes
  • Edit existing content
  • Delete files
  • Move/rename files and folders
  • Create and delete folders

Planning Mode 📋

Switch to Planning Mode for complex, multi-step tasks. See the Planning Mode section below for full details.

Interactive Diff Viewer

When the AI proposes changes to your files in Agent Mode, an interactive diff viewer appears that lets you:

  • Review Changes: See a side-by-side comparison of the current file and proposed changes
  • Approve or Reject: Accept the changes to apply them, or reject to cancel
  • Provide Feedback: Suggest modifications before accepting by typing your feedback and clicking the suggestion button
  • Mobile Support: Touch-friendly Accept/Reject buttons on mobile devices

The diff viewer ensures you're always in control of what changes are made to your vault, providing transparency and safety when working with AI-generated edits.

Planning Mode

Planning Mode introduces a three-agent workflow that separates task planning, orchestration, and execution. When enabled, specialized agents collaborate to analyze your vault, create a detailed strategy, and execute changes with intelligent oversight between each step.

How It Works

  1. Enable Planning Mode: Click the planning mode button in the chat input toolbar (list icon)
  2. Submit Your Request: Send your message as normal
  3. Planning Phase: The planning agent analyzes your vault, exploring existing notes, organizational patterns, and relevant content
  4. Clarifying Questions: The planning agent may ask you questions to better understand your requirements
  5. Plan Display: A step-by-step plan appears above the chat showing what will be done
  6. Execution Phase: For each step, an execution agent performs the task while an orchestration agent monitors progress and decides whether to continue, adapt, or replan
  7. Completion: All steps are marked complete when finished

The Three Agents

  • Planning Agent: Explores your vault (read-only) and creates the execution strategy. Can search files, read content, and ask clarifying questions, but cannot modify anything.
  • Execution Agent: Performs individual steps from the plan. Has full access to vault operations (when in Agent Mode) and completes each task independently.
  • Orchestration Agent: Monitors progress between steps. After each step completes, it evaluates the result and decides whether to continue to the next step, request a replan, or abort the workflow. It can also pass context to subsequent steps based on what was learned.

Plan Visualization

  • Steps display in a collapsible panel above the chat
  • Status indicators show progress: pending, active (with spinner), or completed (green checkmark)
  • The view auto-scrolls to keep the active step visible
  • Expand/collapse to see the full plan or a compact view

When to Use Planning Mode

Planning mode is especially useful for:

  • Complex multi-step tasks requiring vault exploration
  • Comprehensive changes across multiple files
  • Research tasks needing deep vault analysis
  • Tasks where you want to review the approach before execution
  • Uncertain requirements where clarifying questions help

Replanning

If issues arise during execution, the orchestration agent can request a replan. This returns to the planning phase with full context about what's already been completed and what went wrong, allowing the plan to intelligently adapt to new information discovered during execution.

Quick Actions

Quick Actions are lightweight, single-shot AI operations that let you run a focused AI task on selected text without opening the chat panel. They're available in two ways:

  • Right-click context menu — select text in any markdown note and choose a Quick Action from the context menu
  • Editor toolbar button — a dedicated button appears in the editor header for one-click access

Both entry points are individually toggleable in Settings and are fully supported on mobile.

AI Memory

The AI can retain information across conversation sessions — your vault conventions, tagging patterns, personal preferences, or any established workflows you've described.

How It Works

Memories are stored in a plain markdown file at Vaultkeeper AI/memories.md. The AI reads this at the start of each conversation and can update it during a session. You can view and edit this file directly at any time.

Settings

  • Enable Memories: Toggle memory on or off entirely
  • Read-Only Memories: The AI can recall past memories but cannot add or update them — useful if you want to manage the file yourself

Web Search

Toggle web search on a per-message basis using the globe button in the chat input toolbar. When active, the AI can perform live web searches to answer questions requiring current or external information.

Web search is supported on all four providers. Mistral uses its native Agents API for search; Claude, Gemini, and OpenAI use their respective built-in search tools.

You can also disable web search access entirely from Settings if you prefer the AI to stay within your vault.

Web Viewer

When enabled, the AI can fetch and read the content of web pages — useful for summarising articles, pulling in documentation, or referencing any URL you share.

Web viewer access can be toggled on or off in Settings.

Reference System

Quickly provide context to the AI using the reference system:

Files - Type @ followed by the filename:

@meeting-notes What action items did we discuss?

Tags - Type # to reference tagged notes:

#project/alpha Show me all notes about project alpha

Folders - Type / to reference entire directories:

/Daily Notes Summarize this week's daily notes

The autocomplete dropdown appears automatically and supports:

  • Fuzzy search (type partial names)
  • Keyboard navigation (↑↓ arrows)
  • Visual preview with full paths

Custom System Instructions

Customize the AI's behavior with system instructions:

  1. Create markdown files in Vaultkeeper AI/User Instructions/
  2. Click the "User Instructions" button in the chat
  3. Select your custom instruction set
  4. The AI will follow these instructions for all interactions

Example use cases:

  • Research assistant mode
  • Creative writing partner
  • Code documentation helper
  • Academic note-taker

See EXAMPLE_INSTRUCTIONS.md in your vault for a template.

Conversation History

  • All conversations are automatically saved
  • Click the history icon to browse past conversations
  • Conversations are automatically named by AI based on content
  • Stored in Vaultkeeper AI/Conversations/ as JSON files

Configuration

Settings

API Keys

  • Add keys for Claude, Gemini, OpenAI, or Mistral
  • Keys stored locally in your vault
  • Never transmitted except to respective AI providers

Model Selection

  • Choose from 15+ supported models
  • Switch anytime without conversation loss

Planning Model

  • Select a separate model for the planning agent (used in Planning Mode)
  • Default: Claude Sonnet 4.6
  • Allows cost optimization by using a more capable model for planning and a faster/cheaper model for execution
  • The planning model dropdown updates to match your selected provider

Memory

  • Enable Memories: Allow the AI to read and update a persistent memory file (Vaultkeeper AI/memories.md) across sessions
  • Read-Only Memories: The AI can read memories but cannot modify them

Web Access

  • Enable Web Search: Allow the AI to perform live web searches (can also be toggled per-message in the chat toolbar)
  • Enable Web Viewer: Allow the AI to fetch and read web page content

Search Configuration

Fine-tune the balance between request size and agent performance:

  • Search Results Limit (default: 15)

    • Controls the maximum number of files returned in search operations
    • Lower values (5-10): Faster searches and reduced API costs
    • Higher values (20-30): Provide more context, potentially improving agent performance
    • Adjust based on your vault size and typical query complexity

  • Snippet Size Limit (default: 300 characters)

    • Sets the character limit for contextual snippets in search results
    • Lower values (100-200): Reduce request size for cost-conscious users
    • Higher values (400-600): Give the AI more context to understand file relevance
    • Balance between providing enough context and controlling costs

File Exclusions

Protect your privacy by preventing the AI from accessing sensitive files or directories:

  • How it works: Exclusions apply to all AI operations in both read-only and agent modes

  • Use glob patterns to specify what to exclude:

    • private/** - Exclude entire directories (all files in "private" folder)
    • *.secret.md - Exclude specific file patterns (any file ending in .secret.md)
    • journal/personal/** - Exclude nested directories
    • .obsidian/workspace.json - Exclude specific configuration files

  • Common use cases:

    • Personal journals or diary entries
    • Financial information
    • Work-related confidential notes
    • API keys or credentials stored in notes
    • Draft content you don't want analyzed

  • Privacy guarantee: Excluded files are completely inaccessible to the AI - they won't appear in searches, can't be read, and can't be modified even in agent mode

Custom Instructions Path

  • Customize where instruction files are stored
  • Default: Vaultkeeper AI/User Instructions/

Development

Prerequisites

  • Node.js v16 or higher
  • npm
  • Obsidian (for testing)

Setup

# Clone into your vault's plugin directory
cd /path/to/vault/.obsidian/plugins/
git clone https://github.com/andy-stack/vaultkeeper-ai.git
cd vaultkeeper-ai

# Install dependencies
npm install

# Build for development (with watch mode)
npm run dev

# Build for production
npm run build

Testing

The project uses Vitest for testing:

# Run all tests
npm test

Contributing

This plugin was originally created for a friend and is now being shared with the broader Obsidian community. As a solo developer with limited time, I'm currently not accepting contributions (pull requests are disabled).

Why?

I simply don't have the capacity to review, test, and maintain community contributions at this time. I want to be respectful of contributors' time and effort, and accepting PRs that I can't properly review wouldn't be fair to anyone.

What if I find a bug or have a suggestion?

Please feel free to open an issue! While I can't guarantee quick responses, I do want to know if something isn't working correctly or if there are ideas that would benefit the community.

Can I fork this project?

Absolutely! This project is open source under MIT, so you're welcome to fork it and make your own modifications.

Will this change?

If there's significant community interest and usage, I may revisit this decision and open up contributions in the future. For now, I'm focused on keeping the plugin stable and functional for its current users.

Thank you for understanding! 🙏

Privacy & Security

  • API Keys: Stored locally in your Obsidian vault, never transmitted to third parties
  • No External Servers: Direct communication with AI providers only
  • File Exclusions: Protect sensitive information by excluding individual files or entire directories from AI access using glob patterns - excluded files are completely inaccessible in both read-only and agent modes
  • Local Storage: All conversations and settings stored in your vault
  • Open Source: Fully auditable codebase

License

This project is licensed under the MIT License - see the LICENSE file for details.

Support

Acknowledgments

This plugin is built on the shoulders of many excellent projects:

Platform & AI

Document Processing

  • unpdf - PDF parsing and text extraction
  • officeparser - Office document parsing (DOCX, PPTX, XLSX, ODT, ODP, ODS)

UI Framework

Markdown Processing

Rich Content Rendering

  • KaTeX - Mathematical notation rendering
  • Shiki - Modern syntax highlighting
  • rehype-sanitize - HTML sanitization for security

Diff & Code Review

  • diff - Text diffing library for change detection
  • diff2html - Beautiful side-by-side diff viewer

Utilities

  • fuzzysort - Fuzzy search for reference autocomplete
  • Zod - TypeScript-first schema validation
  • regex-parser - Parses a string as regular expression

Development

CSS

  • Loader - Animated streaming indicator adapted from original by Li-Deheng
  • Gradient Border - Animated border adapted from original by alphardex
  • Gradient Spinner - Animated spinner adapted from original by AlexWarnes

Note: This plugin requires API keys from AI providers. API usage is billed by the respective providers according to their pricing. Monitor your usage through provider dashboards.

Sponsors