Upload workflow

Synapse Upload Workflow

Core knowledge for uploading files to Synapse data collections. Covers local and cloud sources, single-path and multi-path modes, and Excel metadata integration.

Interactive-First Principle

This workflow is designed to be fully interactive. When the user invokes the upload with missing parameters (or no parameters at all), use AskUserQuestion to guide them through each step. Never fail or show usage text for missing arguments — always ask conversationally. Offer to list data collections from the API and show the default storage if the user doesn't know the IDs. Validate each input immediately and re-ask if invalid.

Prerequisites Validation

Before starting any upload workflow, ensure the synapse CLI is available and validate the environment.

Finding synapse CLI

# 1. Try the current shell first (venv may already be activated)
synapse --version

# 2. If not found, search for a venv directory in cwd
ls -d *venv* .venv 2>/dev/null
# Activate the first match, e.g.: source .venv/bin/activate

If no venv is found and synapse is not on PATH, guide the user to activate their environment or install: uv pip install "synapse-sdk>=2026.1.39"

Assert version

python3 -c "
from importlib.metadata import version
v = version('synapse-sdk')
parts = [int(x) for x in v.split('.')[:3]]
assert parts >= [2026, 1, 39], f'synapse-sdk {v} is too old, need >= 2026.1.39'
print(f'synapse-sdk {v} OK')
"

Validate environment

synapse doctor

This validates in one shot:

• Config file exists at ~/.synapse/config.json
• CLI authentication (host + access token)
• Token validity (not expired)
• Agent configuration

Required: Authentication and token checks must pass. MCP warnings are non-blocking for uploads.

If auth fails: synapse login to re-authenticate.

Key Concepts

Data Collection File Specifications

A data collection defines file specifications — the expected file types for each data unit:

[
  {
    "id": 101,
    "name": "image_1",
    "file_type": "image",
    "extensions": [".png", ".jpg", ".jpeg"],
    "is_required": true
  },
  {
    "id": 102,
    "name": "label_1",
    "file_type": "document",
    "extensions": [".json"],
    "is_required": true
  },
  {
    "id": 103,
    "name": "dicom_1",
    "file_type": "medical",
    "extensions": [".dcm", ".dicom"],
    "is_required": false
  }
]

Each data unit must have files matching the required specs. Optional specs may be omitted.

Data Units

A data unit is one logical record in a data collection. It contains one file per spec, plus optional metadata:

Data Unit "patient_001":
  image_1 → patient_001/scan.png
  label_1 → patient_001/annotations.json
  dicom_1 → patient_001/original.dcm
  meta    → {"patient_id": "P001", "age": 45, "diagnosis": "normal"}

Data Unit Metadata (DataUnit.meta)

Every data unit has a meta field — a JSON object for storing arbitrary per-data-unit metadata (patient info, acquisition parameters, source filenames, custom tags, etc.).

Key facts:

• meta is a dict[str, Any] passed via DataUnitCreateRequest.meta when creating data units
• If the data collection defines a data_unit_meta_schema (JSON Schema), the backend validates every data unit's meta against it — invalid meta will be rejected
• The schema is stored in DataCollection.meta['data_unit_meta_schema']

Always check for a meta schema when fetching the data collection:

dc = client.get_data_collection(DC_ID)
meta_schema = dc.get('meta', {}).get('data_unit_meta_schema')
if meta_schema:
    print(f"Data unit meta schema: {json.dumps(meta_schema, indent=2)}")
    # Example schema:
    # {"type": "object", "required": ["patient_id"], "properties": {
    #     "patient_id": {"type": "string"},
    #     "age": {"type": "integer"},
    #     "diagnosis": {"type": "string"}
    # }}

If a schema exists, you must inform the user about the required/expected fields and ensure the upload script populates meta accordingly. Sources of metadata:

• Excel file (--metadata): Each row provides metadata keyed by a grouping column
• Directory names: e.g., {"name": "patient_001"}
• Filename patterns: Parse structured filenames (e.g., P001_45_male.png → {"patient_id": "P001", "age": 45, "sex": "male"})
• User-provided values: Ask the user interactively what metadata to set
• Sidecar files: JSON/YAML files alongside the data files

If no schema exists, meta is still useful — populate it with at least a descriptive name or dataset_key for traceability.

Storage

Files are uploaded to a storage (S3, GCS, MinIO, Azure, SFTP, or local filesystem). The storage ID identifies the target. Upload uses presigned URLs for efficient parallel transfer.

Source Path Types & Validation

Source paths can be local or remote. Always validate before exploring.

Path Type Detection

Path Pattern	Type	Provider	Example
/absolute/path	Local filesystem	local	/mnt/data/scans
./relative or ~/home	Local filesystem	local	./data/scans
s3://bucket/prefix	Amazon S3 / MinIO	s3	s3://my-bucket/datasets/ct
gs://bucket/prefix	Google Cloud Storage	gcs	gs://my-bucket/datasets/ct
sftp://host/path	SFTP server	sftp	sftp://nas.local/data
No scheme, no leading /	Storage-relative	(from storage config)	datasets/batch_42

Validation Snippets

You are an AI assistant — write temporary Python to validate any path type:

Local path:

from pathlib import Path
p = Path("/data/scans")
if not p.exists():
    raise FileNotFoundError(f"Path not found: {p}")
if not p.is_dir():
    raise NotADirectoryError(f"Not a directory: {p}")
print(f"OK: {sum(1 for _ in p.rglob('*') if _.is_file())} files")

Cloud / remote paths via SDK:

from synapse_sdk.utils.storage import get_pathlib

# Option A: Use storage config from the backend
from synapse_sdk.clients.backend import BackendClient
import json, os
config_path = os.path.expanduser('~/.synapse/config.json')
with open(config_path) as f:
    cfg = json.load(f)
client = BackendClient(
    base_url=cfg['host'],
    access_token=cfg['access_token'],
)
storage = client.get_storage(<STORAGE_ID>)
storage_config = {"provider": storage["provider"], "configuration": storage["configuration"]}
root = get_pathlib(storage_config, "<user_path>")

# Option B: Construct directly for a known provider
root = get_pathlib({"provider": "s3", "configuration": {
    "bucket_name": "my-bucket",
    "access_key": os.environ["AWS_ACCESS_KEY_ID"],
    "secret_key": os.environ["AWS_SECRET_ACCESS_KEY"],
    "region_name": "us-east-1",
}}, "datasets/ct")

# Validate
assert root.exists(), f"Path not accessible: {root}"
entries = list(root.iterdir())
print(f"OK: {len(entries)} top-level entries")

get_pathlib() returns:

• pathlib.Path for local filesystem
• upath.UPath for S3, GCS, SFTP (same API: .iterdir(), .rglob(), .stat(), .is_dir(), .is_file())

Exploring Cloud Sources

Cloud paths can't use Bash ls/find. Write Python with UPath:

from synapse_sdk.utils.storage import get_pathlib
from collections import Counter
import json

root = get_pathlib(storage_config, user_path)

# Top-level listing
for item in sorted(root.iterdir(), key=lambda x: x.name)[:30]:
    kind = "dir" if item.is_dir() else f"file ({item.stat().st_size} bytes)"
    print(f"  {item.name} [{kind}]")

# Extension counts (sample for large datasets)
exts = Counter()
for f in root.rglob("*"):
    if f.is_file():
        exts[f.suffix.lower()] += 1
        if sum(exts.values()) > 5000:
            print("(sampled 5000 files)")
            break
print(json.dumps(dict(exts.most_common(20))))

Upload Modes

Single-Path Mode (default)

All file specifications share one source directory. The upload plugin scans this directory and maps files to specs.

{
  "use_single_path": true,
  "path": "/data/patient_scans",
  "is_recursive": true,
  "storage": 11,
  "data_collection": 42
}

Multi-Path Mode

Each file specification has its own source path and recursive setting. Use when data is split across different locations — possibly different storage types.

{
  "use_single_path": false,
  "assets": {
    "image_1": {"path": "/mnt/nas/images", "is_recursive": true},
    "label_1": {"path": "s3://ml-data/annotations", "is_recursive": true},
    "dicom_1": {"path": "/archive/dicoms", "is_recursive": false}
  },
  "storage": 11,
  "data_collection": 42
}

When to use multi-path:

• Files for different specs live in different directories
• Some specs come from cloud storage, others from local disk
• Image files on NAS, labels on S3, metadata on local disk
• Each spec has different recursive scan needs

Multi-path validation:

• Validate each asset path independently (they can be different types)
• Each asset maps to exactly one file spec name
• The spec names in assets must match the data collection's file specifications

AssetConfig Structure

Each entry in assets is an AssetConfig:

{
  "path": "/data/images",     // Source path (local, s3://, gs://, sftp://, or storage-relative)
  "is_recursive": true         // Whether to recursively scan subdirectories (default: true)
}

Excel Metadata

Upload supports an optional Excel metadata file that provides additional per-data-unit metadata.

How It Works

1. The Excel file is passed via excel_metadata_path parameter
2. The upload plugin reads it during the metadata extraction step
3. Metadata from the Excel file is merged into each data unit's metadata

Path Resolution

The excel_metadata_path is resolved in this order:

1. Absolute path: /data/meta.xlsx → used directly
2. Relative to storage default path: meta.xlsx → resolved via get_pathlib(storage, "meta.xlsx")
3. Relative to working directory (single-path mode): ./meta.xlsx → resolved relative to the path parameter

Expected Excel Format

Standard filenames: meta.xlsx, meta.xls, metadata.xlsx, metadata.xls

The Excel file typically contains:

• One row per data unit
• A column that serves as the grouping key (matching directory names or file stems)
• Additional columns with metadata values

Passing Metadata to Upload

{
  "name": "Upload with Metadata",
  "path": "/data/scans",
  "storage": 11,
  "data_collection": 42,
  "excel_metadata_path": "/data/meta.xlsx"
}

Or for storage-relative:

{
  "excel_metadata_path": "metadata/batch_42.xlsx"
}

Validating Excel Before Upload

Write a quick check:

import openpyxl
wb = openpyxl.load_workbook("/data/meta.xlsx", read_only=True)
ws = wb.active
headers = [cell.value for cell in ws[1]]
row_count = ws.max_row - 1  # exclude header
print(f"Headers: {headers}")
print(f"Data rows: {row_count}")
wb.close()

Directory Patterns

Pattern 1: Nested Subdirectories (most common)

data/
├── patient_001/
│   ├── image.png
│   ├── label.json
│   └── scan.dcm
├── patient_002/
│   ├── image.png
│   ├── label.json
│   └── scan.dcm
└── ...

Grouping: Each subdirectory = one data unit. Mapping: Match files by extension to specs. Mode: Single-path.

Pattern 2: Type-Separated Directories

data/
├── images/
│   ├── 001.png
│   ├── 002.png
│   └── ...
├── labels/
│   ├── 001.json
│   ├── 002.json
│   └── ...
└── dicoms/
    ├── 001.dcm
    └── ...

Grouping: Match files across directories by filename stem. Mapping: Directory name or extension determines spec. Mode: Single-path (if under one root) or multi-path (if in different locations).

Pattern 3: Flat Directory with Matching Stems

data/
├── sample_001.png
├── sample_001.json
├── sample_002.png
├── sample_002.json
└── ...

Grouping: Group by filename stem (before extension). Mapping: Extension determines spec. Mode: Single-path.

Pattern 4: Deeply Nested with Type Subdirs

data/
├── patient_001/
│   ├── img/
│   │   └── scan.png
│   ├── json/
│   │   └── label.json
│   └── mask/
│       └── segmentation.png
└── patient_002/
    ├── img/
    │   └── scan.png
    └── json/
        └── label.json

Grouping: Top-level subdirectory = one data unit. Mapping: Sub-directory name + extension determines spec. Mode: Single-path.

Pattern 5: Mixed Sources (multi-path)

Source A (NAS):        /mnt/nas/project_x/images/*.png
Source B (S3):         s3://ml-data/project_x/labels/*.json
Source C (Local):      /tmp/converted/masks/*.png

Grouping: Match by filename stem across sources. Mapping: Each source → one spec. Mode: Multi-path with assets config.

Upload Pipeline Stages

1. Initialize — Validate storage access, resolve paths (local or cloud via get_pathlib)
2. Analyze Collection — Fetch data collection specs and data_unit_meta_schema from backend API
3. Explore Source — Understand file structure (adapt method to path type)
4. Organize Files — Map files to specs, group into data units
5. Prepare Metadata — Check if data_unit_meta_schema exists; gather metadata from Excel, filenames, sidecar files, or user input; validate against schema
6. Validate — Check all required specs are satisfied per data unit; validate meta against schema
7. Upload — Transfer files to storage via presigned URLs (parallel workers)
8. Create Data Units — Register uploaded files as data units with meta populated
9. Report — Summary of results

SDK Helper Snippets

Listing Data Collections (for interactive wizard)

When the user doesn't know their data collection ID, list available ones:

python3 -c "
from synapse_sdk.clients.backend import BackendClient
import os
config_path = os.path.expanduser('~/.synapse/config.json')
with open(config_path) as f:
    cfg = json.load(f)
client = BackendClient(
    base_url=cfg['host'],
    access_token=cfg['access_token'],
)
dcs = client.list_data_collections()
for dc in dcs.get('results', [])[:20]:
    specs = dc.get('file_specifications', [])
    spec_count = len(specs)
    print(f\"  ID {dc['id']}: {dc.get('name', 'Unnamed')} ({spec_count} specs)\")
"

Getting Storage (for interactive wizard)

When the user doesn't know their storage ID, get the default storage or look up by ID:

python3 -c "
from synapse_sdk.clients.backend import BackendClient
import json, os
config_path = os.path.expanduser('~/.synapse/config.json')
with open(config_path) as f:
    cfg = json.load(f)
client = BackendClient(
    base_url=cfg['host'],
    access_token=cfg['access_token'],
)
# Get default storage
default = client.get_default_storage()
print(f\"Default storage — ID {default['id']}: {default.get('name', 'Unnamed')} [{default.get('provider', '?')}]\")

# Or get a specific storage by ID
# storage = client.get_storage(<id>)
"

Note: The SDK does not have a list_storages method. Available methods are get_default_storage() and get_storage(id). If the user needs help finding a storage, show them the default storage and ask if that's the right one, or ask them to provide the ID directly.

Fetching Data Collection Specs & Meta Schema

python3 -c "
from synapse_sdk.clients.backend import BackendClient
import json, os
config_path = os.path.expanduser('~/.synapse/config.json')
with open(config_path) as f:
    cfg = json.load(f)
client = BackendClient(
    base_url=cfg['host'],
    access_token=cfg['access_token'],
)
dc = client.get_data_collection(<DATA_COLLECTION_ID>)
meta_schema = dc.get('meta', {}).get('data_unit_meta_schema')
print(json.dumps({
    'name': dc.get('name', ''),
    'file_specifications': dc.get('file_specifications', []),
    'data_unit_meta_schema': meta_schema,
}, indent=2, default=str))
"

If data_unit_meta_schema is not null, inform the user about required metadata fields and ensure the upload script populates meta accordingly.

Upload Parameters (UploadParams)

Parameter	Type	Required	Default	Description
name	string	Yes	—	Descriptive name for the upload
use_single_path	bool	No	true	Single-path vs multi-path mode
path	string	Yes*	—	Source path (single-path mode) — local or cloud
is_recursive	bool	No	true	Recursively scan subdirectories (single-path)
assets	dict	Yes**	null	Per-spec path config (multi-path mode)
storage	int	Yes	—	Storage ID
data_collection	int	Yes	—	Data collection ID
project	int	No	null	Project ID for task creation
excel_metadata_path	string	No	null	Path to Excel metadata file
max_file_size_mb	int	No	50	Max file size in MB
creating_data_unit_batch_size	int	No	1	Batch size for data unit creation
use_async_upload	bool	No	true	Use async upload processing
extra_params	dict	No	null	Extra parameters for the action

*Required when use_single_path=true. **Required when use_single_path=false.

Running Upload via Script Submission

Uploads run as Python scripts submitted to the agent's Ray cluster via synapse script submit. Claude writes a dataset-specific upload script using BackendClient, then submits it. Credentials are auto-injected.

Workflow

1. Write an upload script to /tmp/synapse_upload_<name>.py using BackendClient
2. Submit: synapse script submit /tmp/synapse_upload_<name>.py
3. Tell user: synapse script logs <job-id> --follow to monitor

Script Pattern

#!/usr/bin/env python3
"""Upload script — adapt to dataset structure."""
import os
from pathlib import Path
from synapse_sdk.clients.backend import BackendClient

client = BackendClient(
    base_url=os.environ['SYNAPSE_HOST'],
    access_token=os.environ['SYNAPSE_ACCESS_TOKEN'],
)

# 1. Fetch specs
dc = client.get_data_collection(<DC_ID>)
specs = dc['file_specifications']

# 2. Walk source, group files into data units
#    (adapt grouping logic to the specific dataset)

# 3. Upload files
result = client.upload_files_bulk(all_file_paths, max_workers=32)

# 4. Create data units in batches
#    'meta' is optional but recommended — if the collection has a
#    data_unit_meta_schema, meta MUST conform to it or creation will fail.
client.create_data_units([{
    'data_collection': <DC_ID>,
    'files': {spec_name: {'checksum': checksum, 'path': filename}},
    'meta': {'name': group_key, ...},  # populate from Excel, filenames, user input, etc.
}])

Key SDK Methods

Method	Purpose
client.get_data_collection(id)	Fetch specs, meta schema (dc['meta']['data_unit_meta_schema'])
client.upload_files_bulk(paths, max_workers=32)	Upload files via presigned URLs with parallel workers
client.create_data_units(data)	Link uploaded files to data collection as data units (each entry can include meta)
client.get_default_storage()	Get default storage config
client.get_storage(id)	Get specific storage config

Submission

# Submit script (returns job ID immediately)
synapse script submit /tmp/synapse_upload_<name>.py

# Submit with extra requirements
synapse script submit /tmp/synapse_upload_<name>.py -r requirements.txt

Tell the user how to monitor after submission:

# Stream logs in real-time
synapse script logs <job-id> --follow

# Check logs later
synapse script logs <job-id>

# Stop a running job
synapse script stop <job-id>

The script runs on the agent's Ray cluster with auto-injected SYNAPSE_HOST and SYNAPSE_ACCESS_TOKEN and storage mount access.

Large Dataset Strategies (10K+ files)

1. Sample, don't enumerate: Look at 2-3 representative subdirs, then infer the pattern
2. Use glob patterns: Count files instead of listing them
3. High batch size: Set creating_data_unit_batch_size to 50-100 for faster data unit creation
4. Job mode: Use --mode job for long uploads to avoid CLI timeouts
5. Tell user how to monitor: synapse script logs <job-id> --follow
6. organize_files_by_pattern: For the ai-upload-plugin, use the batch tool with glob patterns and a grouping regex

Batch Pattern Organization (ai-upload-plugin)

For large datasets, use organize_files_by_pattern with:

{
  "root": "/data/patients",
  "file_rules": [
    {"pattern": "**/img/*.png", "spec_name": "image_1"},
    {"pattern": "**/json/*.json", "spec_name": "label_1"}
  ],
  "group_key_regex": "(.+?)/(?:img|json)/",
  "dataset_key_template": "{group_key}"
}

This processes thousands of files without enumerating each one individually.