Feature · Knowledge
Company data
Connect your tools, see how your records connect and ask questions with sources.
How it works
Tables and records
Business data holds tables. Each table has typed fields and a revision number. Each record shows where it came from.
Company data
Company data connects the tools your company runs on, such as Stripe, PostgreSQL, PostHog, files and APIs, or loads sample data. Agent suggests one ontology across them: accounts, users, invoices and more, matched across sources. You can explore every record and how it connects. When you ask a question, the answer shows its chart, the sources, the SQL that ran and how fresh the data is. When two sources disagree, Agent shows both values.
Who can do what
- Owners and admins create tables, start from a preset, edit a table's fields and delete tables.
- Members create, edit and delete records.
- Everyone can search, filter and export a table as JSON.
Memory is separate
Business data is for structured records. Memory holds lessons and context. See Memory.
When two people edit
When a table changed while you were editing, Agent tells you and does not overwrite the other change.
From the help article Business data, checked against the product on .
What you can do
The operations this feature's screens call. Each one is POST /api/<name>, and the badge says who may call it.
ViewergetCompanyOntologyGets the company ontology.
Types:
Record<string, never>returnsCompanyOntologyDto
ViewerlistCompanyDataSourcesLists company data sources.
Types:
Record<string, never>returns{ items: CompanyDataSourceDto[] }
ViewergetCompanyHomeGets the company home.
Types:
Record<string, never>returnsCompanyHomeDto
MemberdeleteCompanyQuestionDeletes the company question.
Types:
{ id: string }returns{ deleted: boolean }
ViewergetCompanyGraphGets the company graph.
Types:
{ typeKeys?: string[]; limit?: number }returnsCompanyGraphDto
AdminsuggestCompanyOntologySuggests a company ontology.
Types:
{ useModel?: boolean }returnsCompanyOntologyDto
VieweraskCompanyDataAsks about company data.
Types:
{ question: string; followUpOf?: string }returnsCompanyAnswerDto
MembersaveCompanyQuestionSaves the company question.
Types:
{ question: string }returnsCompanySavedQuestionDto
AdminsyncCompanyDataSourceSyncs the company data source.
Types:
{ sourceId: string }returnsCompanyDataSourceDto
AdminremoveCompanyDataSourceRemoves the company data source.
Types:
{ sourceId: string }returns{ removed: boolean }
ViewergetCompanyRecordGets the company record.
Types:
{ id: string; perGroup?: number }returnsCompanyRecordNeighbourhoodDto
ViewerlistCompanyObjectsLists company objects.
Types:
{ typeKey: string; query?: string; limit?: number; offset?: number }returns{ items: CompanyObjectDto[]; total: number }
AdminconfirmCompanyOntologyConfirms the company ontology.
Types:
{ types: { key: string; name?: string; description?: string; include: boolean }[] links: { key: string; label?: string;…returnsCompanyOntologyDto
AdminNo API tokensconnectCompanyDataSourceConnects the company data source.
Types:
ConnectCompanyDataSourceRequestreturnsConnectCompanyDataSourceResult
ViewerlistBusinessTablesLists business tables.
Types:
Record<string, never>returns{ items: BusinessTable[] }
AdminsaveBusinessTableSaves the business table.
Types:
{ id?: string; expectedRevision?: number; name: string; description?: string; fields: DataField[] }returnsBusinessTable
AdmindeleteBusinessTableDeletes the business table.
Types:
{ id: string; expectedRevision: number }returns{ deleted: boolean }
ViewerqueryBusinessRecordsQueries business records.
Types:
{ tableId: string; filters?: DataFilter[]; query?: string; limit?: number; offset?: number }returns{ items: BusinessRecord[]; total: number }
ViewerexportBusinessTableExports the business table.
Types:
{ tableId: string }returns{ table: BusinessTable; records: BusinessRecord[]; exportedAt: string }
MembersaveBusinessRecordSaves the business record.
Types:
{ tableId: string; id?: string; expectedVersion?: number; values: Record<string, DataValue>; source?: BusinessRecord['s…returnsBusinessRecord
MemberdeleteBusinessRecordDeletes the business record.
Types:
{ tableId: string; id: string; expectedVersion: number }returns{ deleted: boolean }
ViewerlistMembersLists members.
Types:
EmptyRequestreturnsListMembersResponse
Screens
/data/*/data/data/explore/data/ontology/data/ask/data/sources/data/records/:id/data/tables
What it records
The feature writes these events to the audit log, the permanent record of what happened.
- Business record changed
- Business table changed
- Company data source changed
- Company ontology changed