Data - Concierca AI

Concierca AI exposes your business data (customers, orders, products, leads, videos, …) through a registry-driven view model. There are no hardcoded per-table endpoints — everything is discovered and queried generically. Full per-table field definitions — what each source is, how it gets its data, and what every column means — live in the Data Model section: Orders, Order Line Items, Customers, Products, Suppliers, Purchase Orders, Procurement Config, Meeting Notes, Product Demand, Procurement Queue, Customer Reorder Due, Family Trend, Weekly Sales, Seasonality, Strategy, and SOP. For pushing external data in, see the Ingest API.

The view registry model

Every queryable surface is a view registered in the platform’s view catalog: a slug, a display label, a source table (or dataset), and a registered column list (column_name + display data_type).
Views can be physical-table backed (rows in a real table) or dataset backed (rows in a generic JSONB store, projected to the registered columns). Query semantics are identical for both.
Table-level visibility follows department mapping and is default-closed: a view with no department mapping is visible to nobody except tenant admins; otherwise it must be mapped (enabled) to one of your departments. Admins see all views.
Queryability requires the source table to be tenant-scoped (both tenant_id and workspace_id columns). Admin meta/audit views are listed for admins with queryable:false and cannot be queried over MCP.
Row-level visibility: on a view whose source table has a scope column, you only receive the rows scoped to you — tenant-wide rows, rows of your departments, your own user-scoped rows, and your provider’s rows. Admins see every row, so a member’s counts can legitimately be lower than an admin’s. Views without a scope column are unfiltered at row level.
Registry fixed filters: a view may carry admin-defined fixed filters (e.g. a “strategy knowledge” view that only shows one category). These are enforced on every read and cannot be bypassed.
Soft archive: views whose source has an archived_at column hide archived rows by default; pass include_archived:true to see them.
Per-agent ceilings: when an agent (rather than a user key) queries a view, its admin-set view preferences act as a ceiling — pinned columns are the only requestable columns, default filters are always ANDed in, and a row cap limits every call. These preferences are configured via agent_create.data_sources / agent_update.view_prefs (see Agents).

Column catalog: the concrete set of views and their columns is per tenant and lives in the registry, not in code. Discover it at runtime with data_view_list — that response is always the authoritative column table for your tenant. The Appendix: view & column catalog at the end of this page is a snapshot of the global template views (the defaults every tenant inherits); a tenant may add its own views or hide columns on top of these.

Data types

`data_view_list`

List the data tables (views) this user may query — slugs, labels, columns and a queryable flag. Call before data_query. Parameters: none. Returns:

{
  "views": [
    {
      "slug": "customers",
      "label": "Customers",
      "group_label": "CRM",
      "view_type": "table",
      "columns": ["name (text)", "email (email)", "created_at (datetime)", "..."],
      "queryable": true,
      "tenant_scoped": true
    }
  ],
  "count": 12,
  "hint": "Query a queryable:true view with query_data {view_slug, ...}"
}

Non-queryable entries carry a reason. Permissions: read tool; per-view department visibility applies (default-closed for members, all views for admins). Example:

{ "method": "tools/call", "params": { "name": "data_view_list", "arguments": {} } }

`data_query`

Query one data view by slug: exact-match filters, free-text search, count-only totals, sort, limit and column projection. This is the typed path for every exact/aggregate/numeric question — counts, prices, inventory, filtered records. For conceptual recall use knowledge_search / memory_search instead. Parameters:

Name	Type	Required	Description
`view_slug`	string	yes	Slug from `data_view_list`
`filters`	object	no	`{column: value}` equality filters; values must be string, number, boolean or null. Composes with `search` (AND)
`search`	string	no	Free-text term over the view’s text columns
`count_only`	boolean	no	Return only `{count}`
`limit`	number	no	Max rows (default 25, max 200)
`sort_by`	string	no	Column to sort by (must be a registered column)
`sort_desc`	boolean	no	Default `true`
`include_archived`	boolean	no	Include soft-archived rows (default false)
`select_fields`	string[]	no	Return only these columns (projection) — e.g. skip a heavy transcript column
`exclude_fields`	string[]	no	Return all columns except these (applied after `select_fields`)

Returns: {rows, count, truncated} — truncated:true means the result hit the limit and more rows may exist. count_only returns {count}. If a requested search could not be applied (no searchable columns), search_applied:false is included. Unknown filter/sort/projection columns return a clear error listing the valid columns. Row visibility: scoped rows are filtered to your identity as described above; your totals can differ from an admin’s. Example:

{
  "method": "tools/call",
  "params": {
    "name": "data_query",
    "arguments": {
      "view_slug": "orders",
      "filters": { "status": "open" },
      "search": "blue strap",
      "select_fields": ["order_no", "customer_name", "total"],
      "sort_by": "created_at",
      "limit": 50
    }
  }
}

Permissions: read tool; view must be visible and queryable for this user.

Row writes

Row writes target registered, tenant-scoped catalog tables (entries of view_type:"table" in data_view_list). Each writable table is gated by its own grant — see Row Write Tools for the full list of insert_/update_ tools. Common rules:

tenant_id and workspace_id are set automatically from your credential — never pass them.
Only the table’s registered creatable columns are accepted; identity/ownership columns (id, tenant_id, workspace_id, …) are stripped or protected.
If the table has an owner column (submitted_by_user_id / owner_user_id / user_id), it is stamped with the calling user, so user-scoped rows really belong to you.
Each table needs a per-table write grant on the key/agent: insert_<table> or update_<table> (toggled in Settings → MCP Access → Write access per table; granted automatically on OAuth first connect). Without the grant the call is rejected.
All three tools support dry_run:true.

`data_row_save`

Upsert one row keyed on external_id — the write counterpart of data_query. A second save with the same external_id updates the existing row instead of creating a duplicate. Use for ingestion watchers (videos, leads, orders).

Name	Type	Required	Description
`table_slug`	string	yes	Table slug from `data_view_list`
`record`	object	yes	Column=value pairs. Must include `external_id` (the upsert key)
`dry_run`	boolean	no	Validate + preview without writing

Returns: the saved row / upsert receipt (dry-run: the would-be upsert). Permissions: write; requires insert_<table> or update_<table> grant.

{ "method": "tools/call", "params": { "name": "data_row_save", "arguments": {
  "table_slug": "youtube_videos",
  "record": { "external_id": "dQw4w9WgXcQ", "title": "Launch video", "views": 12043 }
} } }

`data_row_create`

Insert a new row (no external_id required — the database assigns the row id and any auto-generated columns such as sequence numbers).

Name	Type	Required	Description
`table_slug`	string	yes	Table slug from `data_view_list`
`record`	object	yes	Column=value pairs for the new row
`dry_run`	boolean	no	Validate + preview without writing

Returns: the created row (including its new id). Permissions: write; requires insert_<table> grant.

`data_row_update`

Update one row by id. Filters on both tenant and workspace — a row id from a different workspace returns “not found”. external_id can never be set or changed here (use data_row_save for upserts).

Name	Type	Required	Description
`table_slug`	string	yes	Table slug from `data_view_list`
`id`	string	yes	Row uuid (from `data_query` or a create response)
`set`	object	yes	Columns to update, e.g. `{"status": "approved"}`. Protected columns cannot be changed
`dry_run`	boolean	no	Validate + preview without writing

Returns: the updated row. Permissions: write; requires update_<table> grant.

View management

`data_view_create`

Create a new data view in the registry with columns and department visibility. The source table must already exist and be tenant-accessible.

Name	Type	Required	Description
`table_name`	string	yes	Existing tenant-accessible source table
`view_name`	string	yes	Display name (max 80 chars)
`columns`	array	yes	`[{column_key, label?, order, visible}]` — `column_key` must exist in the target table
`department_visibility`	string[]	no	Department slugs; empty = all departments

Returns: the created view (id + slug). Permissions: write; Company-Admin only.

`data_view_update`

Update an existing view: rename, replace columns, or set department visibility.

Name	Type	Required	Description
`view_id`	string	yes	UUID of the existing view
`view_name`	string	no	Rename
`columns`	array	no	Replacement column set (same item shape as create)
`department_visibility`	string[]	no	Department slugs; empty = all departments

Returns: the updated view. Permissions: write; Company-Admin only.

Appendix: view & column catalog

Snapshot of the global template views (cockpit.views where tenant_id IS NULL) and their columns, generated from the live registry on 2026-08-13. These are the defaults every tenant inherits. Your tenant’s live set may differ — data_view_list is always authoritative. Legend: Vis = shown by default · Filt = filterable · Search = full-text searchable · Edit = updatable via data_row_update/data_row_save · Create = settable on data_row_create. A DB-view source (v_*) is read-only regardless of flags.

`agents` — public.agents

Capabilities: read · Columns: 9

Column	Type	Vis	Filt	Search	Edit	Create
`id`	text	·	·	·	·	·
`agent_name`	text	✓	✓	✓	·	·
`display_name`	text	✓	✓	✓	·	·
`department`	text	✓	✓	·	·	·
`phase`	text	✓	✓	·	·	·
`is_active`	boolean	✓	✓	·	·	·
`role`	text	✓	✓	·	·	·
`model`	text	✓	✓	·	·	·
`created_at`	datetime	✓	·	·	·	·

`agent_runs` — public.agent_runs

Capabilities: read (read-only) · Columns: 17

Column	Type	Vis	Filt	Search	Edit	Create
`agent_name`	text	✓	✓	✓	·	·
`status`	status	✓	✓	·	·	·
`level`	text	✓	✓	·	·	·
`department`	text	✓	✓	✓	·	·
`project`	text	·	✓	✓	·	·
`trigger_type`	text	✓	✓	·	·	·
`triggered_by`	text	·	✓	✓	·	·
`started_at`	datetime	✓	✓	·	·	·
`finished_at`	datetime	·	✓	·	·	·
`duration_sec`	number	✓	·	·	·	·
`summary`	text	✓	·	✓	·	·
`error_msg`	text	·	✓	✓	·	·
`failure_mode`	text	·	✓	✓	·	·
`self_healed`	boolean	·	✓	·	·	·
`self_heal_action`	text	·	✓	✓	·	·
`next_agents`	json	·	·	·	·	·
`id`	text	·	·	✓	·	·

`agent_inbox` — public.inbox_agents

Capabilities: read (read-only) · Columns: 9

Column	Type	Vis	Filt	Search	Edit	Create
`created_at`	datetime	✓	✓	·	·	·
`id`	text	·	·	·	·	·
`subject`	text	✓	·	✓	·	·
`from_agent`	text	✓	✓	✓	·	·
`to_agent`	text	✓	✓	✓	·	·
`activity_type`	status	✓	✓	·	·	·
`body`	markdown	✓	·	✓	·	·
`tags`	json	✓	✓	·	·	·
`run_id`	text	·	✓	·	·	·

`decision_log` — public.decision_log

Capabilities: read (read-only) · Columns: 13

Column	Type	Vis	Filt	Search	Edit	Create
`created_at`	datetime	✓	·	·	·	·
`agent_name`	text	✓	✓	✓	·	·
`project`	text	·	✓	✓	·	·
`decision_type`	text	✓	✓	·	·	·
`autonomous`	status	✓	✓	·	·	·
`self_healed`	status	✓	✓	·	·	·
`output_action`	text	✓	✓	✓	·	·
`decision_reason`	text	·	·	✓	·	·
`escalated_to`	text	·	✓	·	·	·
`self_heal_action`	text	·	·	✓	·	·
`run_id`	text	·	·	·	·	·
`input_snapshot`	json	·	·	·	·	·
`id`	text	·	·	·	·	·

`decisions` — public.decisions

Capabilities: read + catalog + ingest · Columns: 61

Column	Type	Vis	Filt	Search	Edit	Create	Section
`id`	text	·	·	·	·	·
`decision_no`	text	✓	✓	✓	✓	·	header
`title`	text	✓	✓	✓	✓	✓	header
`role_label`	text	·	✓	✓	✓	✓	header
`submitted_by_user_id`	text	·	·	·	✓	✓	header
`interview_mode`	status	✓	✓	·	✓	✓	header
`topic_type`	status	✓	✓	·	✓	✓	topic
`process_area`	text	✓	✓	✓	✓	✓	topic
`affected_departments`	text	·	✓	✓	✓	✓	topic
`current_situation`	text	·	·	✓	✓	✓	situation
`problem_or_bottleneck`	text	·	·	✓	✓	✓	situation
`waiting_for`	status	✓	✓	·	✓	✓	situation
`blocked_work_count`	number	·	✓	·	✓	✓	situation
`waiting_since`	datetime	·	✓	·	✓	✓	situation
`decision_needed_by`	datetime	✓	✓	·	✓	✓	situation
`employee_assumption`	text	·	·	✓	✓	✓	assumption
`reason_for_assumption`	text	·	·	✓	✓	✓	assumption
`risk_if_wrong`	text	·	·	✓	✓	✓	assumption
`confidence`	status	·	✓	·	✓	✓	assumption
`reversible_decision`	boolean	·	✓	·	✓	✓	assumption
`could_become_permanent_rule`	boolean	·	✓	·	✓	✓	assumption
`proposed_decision_level`	status	✓	✓	·	✓	✓	classification
`financial_impact`	number	·	✓	·	✓	✓	classification
`financial_currency`	text	·	✓	·	✓	✓	classification
`risk_level`	status	✓	✓	·	✓	✓	classification
`impact_level`	status	✓	✓	·	✓	✓	classification
`decision_owner_role`	text	·	✓	✓	✓	✓	classification
`pattern_key`	text	·	✓	✓	✓	✓	pattern
`similar_case_count`	number	·	✓	·	✓	✓	pattern
`pattern_summary`	text	·	·	✓	✓	✓	pattern
`recommended_permanent_rule`	text	·	·	✓	✓	✓	pattern
`decision_response`	status	✓	✓	·	✓	·	response
`decision_modification`	text	·	·	✓	✓	·	response
`decision_reason`	text	·	·	✓	✓	·	response
`answered_by_role`	text	·	✓	✓	✓	·	response
`answered_by_type`	status	·	✓	·	✓	·	response
`answered_at`	datetime	·	✓	·	✓	·	response
`final_decision`	text	·	·	✓	✓	·	rule
`final_decision_level`	status	·	✓	·	✓	·	rule
`conditions`	text	·	·	✓	✓	·	rule
`escalation_conditions`	text	·	·	✓	✓	·	rule
`financial_limit`	number	·	✓	·	✓	·	rule
`risk_limit`	status	·	✓	·	✓	·	rule
`effective_from`	date	·	✓	·	✓	·	rule
`review_date`	date	·	✓	·	✓	·	rule
`rule_version`	text	·	✓	✓	✓	·	rule
`related_sop`	text	·	✓	✓	✓	✓	documents
`related_skill`	text	·	✓	✓	✓	✓	documents
`related_strategy`	text	·	✓	✓	✓	✓	documents
`document_change_required`	text	·	·	✓	✓	✓	documents
`published_document`	text	·	·	✓	✓	·	documents
`published_version`	text	·	✓	✓	✓	·	documents
`published_at`	datetime	·	✓	·	✓	·	documents
`published_by_role`	text	·	✓	✓	✓	·	documents
`scope`	text	✓	✓	·	✓	✓	visibility
`department_id`	text	·	✓	·	✓	✓	visibility
`status`	status	✓	✓	·	✓	✓	workflow
`priority`	status	✓	✓	·	✓	✓	workflow
`notification_required`	boolean	·	✓	·	✓	✓	workflow
`notification_reason`	text	·	·	✓	✓	✓	workflow
`closed_at`	datetime	·	✓	·	✓	✓	workflow

`knowledge` — cockpit.knowledge_base

Capabilities: read + history · Columns: 21

Column	Type	Vis	Filt	Search	Edit	Create	Section
`created_at`	datetime	✓	✓	·	·	·	meta
`title`	text	✓	✓	✓	·	·	header
`scope`	text	✓	✓	·	·	·	header
`category_id`	text	✓	✓	·	✓	✓	header
`department_id`	text	✓	✓	·	✓	✓	header
`importance`	number	✓	✓	·	·	·	header
`tags`	json	✓	·	·	·	·	meta
`archived_at`	datetime	·	✓	·	·	✓	meta
`digest_key`	text	·	✓	·	·	✓	meta
`content`	text	✓	·	✓	·	·	body
`used_by`	text	✓	·	·	·	·	meta
`success_count`	number	✓	·	·	·	·	meta
`created_by`	text	✓	·	✓	·	·	meta
`updated_at`	datetime	✓	·	·	·	·	meta
`intro`	text	✓	·	✓	·	·	meta
`version`	number	✓	·	·	·	·	meta
`used_count`	number	✓	·	·	·	·	meta
`last_used_at`	datetime	✓	·	·	·	·	meta
`created_by_user`	text	✓	·	·	·	·	meta
`id`	text	·	·	·	·	·	hidden
`intro_embedding`	text	·	·	·	·	·	hidden

`knowledge_strategy` — cockpit.knowledge_base

Capabilities: filtered (category=strategy) + history · Columns: 21 Same column set and flags as knowledge above — the view adds a fixed filter category=strategy that is enforced on every read.

`knowledge_sop` — cockpit.knowledge_base

Capabilities: filtered (category=sop) + history · Columns: 21 Same column set and flags as knowledge above — the view adds a fixed filter category=sop that is enforced on every read.

`memories` — cockpit.memories

Capabilities: read + history · Columns: 25

Column	Type	Vis	Filt	Search	Edit	Create	Section
`created_at`	datetime	✓	✓	·	·	·	meta
`title`	text	✓	✓	✓	·	·	header
`scope`	text	✓	✓	·	·	·	header
`category_id`	text	✓	·	·	✓	✓	header
`importance`	number	✓	✓	·	·	·	header
`tags`	json	✓	·	·	·	·	meta
`digested_at`	datetime	✓	✓	·	·	✓	meta
`promoted_knowledge_id`	boolean	✓	·	·	·	✓	meta
`archived_at`	datetime	·	✓	·	·	✓	meta
`department_id`	text	✓	·	·	·	·	header
`intro`	text	✓	·	✓	·	·	meta
`department`	text	✓	·	✓	·	·	hidden
`user_id`	text	·	·	·	·	·	hidden
`agent_id`	text	·	·	·	·	·	hidden
`body_markdown`	text	✓	·	✓	·	·	body
`body_index`	text	✓	·	·	·	·	hidden
`source`	text	✓	·	✓	·	·	meta
`confidence`	number	✓	·	·	·	·	meta
`needs_review`	status	✓	·	·	·	·	meta
`version`	number	✓	·	·	·	·	meta
`used_count`	number	✓	·	·	·	·	meta
`last_used_at`	datetime	✓	·	·	·	·	meta
`updated_at`	datetime	✓	·	·	·	·	meta
`id`	text	·	·	·	·	·	hidden
`intro_embedding`	text	·	·	·	·	·	hidden

`skills` — cockpit.skills

Capabilities: read + history · Columns: 19

Column	Type	Vis	Filt	Search	Edit	Create	Section
`name`	text	✓	✓	✓	·	·	header
`description`	text	✓	·	✓	·	·	body
`scope`	status	✓	✓	·	·	·	header
`category_id`	text	✓	✓	·	✓	✓	header
`department_id`	text	✓	✓	·	✓	✓	header
`tags`	json	✓	·	·	·	·	meta
`load_mode_default`	text	·	✓	·	·	·	config
`requires_credentials`	status	✓	✓	·	·	·	config
`default_tools`	json	·	·	·	·	·	config
`tools_required`	json	·	·	·	·	·	config
`prompt_block`	text	·	·	✓	·	·	body
`docs_markdown`	text	·	·	✓	✓	·	body
`body`	json	·	·	·	·	·	body
`slug`	text	·	✓	✓	·	·	hidden
`skill_type`	status	·	✓	·	·	·	header
`is_system_skill`	status	·	✓	·	·	·	hidden
`created_at`	datetime	·	✓	·	·	·	meta
`updated_at`	datetime	·	✓	·	·	·	meta
`id`	text	·	·	·	·	·	hidden

`meeting_notes` — public.meeting_notes

Capabilities: read + ingest · Columns: 9

Column	Type	Vis	Filt	Search	Edit	Create
`id`	text	·	·	·	·	·
`title`	text	✓	✓	✓	·	✓
`meeting_date`	datetime	✓	✓	·	·	✓
`attendees`	text	✓	✓	✓	·	✓
`summary`	text	✓	✓	✓	·	✓
`transcript`	text	·	·	✓	·	✓
`action_items`	text	✓	✓	✓	·	✓
`source`	text	·	✓	·	·	✓
`duration_min`	number	·	✓	·	·	✓

`orders` — public.orders

Capabilities: read + catalog + history · Columns: 51

Column	Type	Vis	Filt	Search	Edit	Create
`id`	text	·	·	·	·	·
`external_id`	text	✓	✓	✓	·	·
`status`	status	✓	✓	·	·	·
`total`	currency	✓	·	·	·	·
`currency`	text	✓	✓	·	·	·
`customer_external_id`	text	✓	✓	✓	·	·
`placed_at`	datetime	✓	·	·	·	·
`created_at`	datetime	✓	✓	·	·	·
`order_name`	text	✓	✓	·	·	·
`financial_status`	text	✓	✓	·	·	·
`fulfillment_status`	text	✓	✓	·	·	·
`customer_email`	text	✓	✓	·	·	·
`shipping_name`	text	✓	✓	·	·	·
`shop_source`	text	·	✓	✓	·	·
`shipping_city`	text	✓	✓	·	·	·
`shipping_country`	text	✓	✓	·	·	·
`tags`	json	✓	✓	·	·	·
`billing_address1`	text	·	✓	·	·	·
`billing_address2`	text	·	✓	·	·	·
`billing_city`	text	·	✓	·	·	·
`billing_company`	text	·	✓	·	·	·
`billing_country`	text	·	✓	·	·	·
`billing_country_code`	text	·	✓	·	·	·
`billing_first_name`	text	·	✓	·	·	·
`billing_last_name`	text	·	✓	·	·	·
`billing_matches_shipping`	text	·	✓	·	·	·
`billing_name`	text	·	✓	·	·	·
`billing_phone`	text	·	✓	·	·	·
`billing_province`	text	·	✓	·	·	·
`billing_province_code`	text	·	✓	·	·	·
`billing_zip`	text	·	✓	·	·	·
`confirmation_number`	text	·	✓	·	·	·
`confirmed`	text	·	✓	·	·	·
`fully_paid`	text	·	✓	·	·	·
`legacy_resource_id`	text	·	✓	·	·	·
`metadata`	json	·	✓	·	·	·
`note`	text	·	✓	·	·	·
`po_number`	text	·	✓	·	·	·
`shipping_address1`	text	·	✓	·	·	·
`shipping_address2`	text	·	✓	·	·	·
`shipping_carrier`	text	·	✓	·	·	·
`shipping_company`	text	·	✓	·	·	·
`shipping_country_code`	text	·	✓	·	·	·
`shipping_first_name`	text	·	✓	·	·	·
`shipping_last_name`	text	·	✓	·	·	·
`shipping_phone`	text	·	✓	·	·	·
`shipping_province`	text	·	✓	·	·	·
`shipping_province_code`	text	·	✓	·	·	·
`shipping_zip`	text	·	✓	·	·	·
`status_page_url`	text	·	✓	·	·	·
`updated_at`	text	·	✓	·	·	·

`order_line_items` — public.order_line_items

Capabilities: read + catalog + history · Columns: 21

Column	Type	Vis	Filt	Search	Edit	Create
`id`	text	·	·	·	·	·
`product_name`	text	✓	✓	✓	·	·
`quantity`	number	✓	·	·	·	·
`final_unit_price`	currency	✓	·	·	·	·
`order_external_id`	link	✓	✓	✓	·	·
`sku`	text	✓	✓	✓	·	·
`barcode`	text	✓	✓	✓	·	·
`external_id`	text	·	·	✓	·	·
`title`	text	·	·	✓	·	·
`name`	text	·	·	✓	·	·
`currency`	text	·	✓	·	·	·
`original_unit_price`	currency	·	·	·	·	·
`discounted_unit_price`	currency	·	·	·	·	·
`price`	currency	·	·	·	·	·
`product_external_id`	text	·	✓	✓	·	·
`product_legacy_id`	text	·	✓	✓	·	·
`product_total_inventory`	number	·	·	·	·	·
`product_tracks_inventory`	boolean	·	✓	·	·	·
`shop_source`	text	·	✓	✓	·	·
`created_at`	datetime	·	·	·	·	·
`product_variant_external_id`	text	·	✓	✓	·	·

`customers` — public.customers

Capabilities: read + catalog + history · Columns: 15

Column	Type	Vis	Filt	Search	Edit	Create
`id`	text	·	·	·	·	·
`external_id`	text	✓	✓	✓	·	·
`name`	text	✓	✓	✓	·	·
`email`	email	✓	✓	✓	·	·
`phone`	text	✓	·	·	·	·
`status`	status	✓	✓	·	·	·
`last_activity_at`	datetime	✓	·	·	·	·
`first_seen_at`	datetime	✓	✓	·	·	·
`first_name`	text	✓	✓	✓	·	·
`last_name`	text	✓	✓	✓	·	·
`billing_first_name`	text	·	✓	✓	·	·
`billing_last_name`	text	·	✓	✓	·	·
`billing_phone`	text	·	·	✓	·	·
`shop_source`	text	·	✓	✓	·	·
`legacy_resource_id`	text	·	✓	✓	·	·

`products` — public.products

Capabilities: read + catalog + history · Columns: 29

Column	Type	Vis	Filt	Search	Edit	Create
`id`	text	·	·	·	·	·
`sku`	text	✓	✓	✓	·	·
`name`	text	✓	✓	✓	·	·
`product_family_label`	text	✓	✓	✓	·	·
`price`	currency	✓	·	·	·	·
`currency`	text	✓	✓	·	·	·
`stock`	number	✓	·	·	·	·
`active`	boolean	✓	✓	·	·	·
`procurement_trackable`	boolean	✓	✓	·	✓	✓
`lifecycle_status`	status	·	✓	·	✓	✓
`supplier_id`	text	·	✓	·	✓	✓
`supplier_sku`	text	✓	·	✓	✓	✓
`purchase_price`	currency	·	·	·	✓	✓
`purchase_currency`	text	·	✓	·	✓	✓
`minimum_order_quantity`	number	·	·	·	✓	✓
`order_multiple`	number	·	·	·	✓	✓
`lead_time_days`	number	✓	·	·	✓	✓
`lead_time_buffer_days`	number	·	·	·	✓	✓
`safety_stock_days`	number	✓	·	·	✓	✓
`target_stock_days`	number	·	·	·	✓	✓
`seasonality_profile`	status	·	✓	·	✓	✓
`is_advertised`	boolean	·	✓	·	✓	✓
`manual_demand_multiplier`	number	·	·	·	✓	✓
`manual_target_quantity`	number	·	·	·	✓	✓
`procurement_paused_until`	date	·	·	·	✓	✓
`procurement_note`	text	·	·	✓	✓	✓
`inventory_synced_at`	datetime	✓	·	·	·	·
`external_id`	text	·	✓	✓	·	·
`product_family`	text	·	✓	✓	✓	✓

`suppliers` — public.suppliers

Capabilities: read + catalog + ingest · Columns: 9

Column	Type	Vis	Filt	Search	Edit	Create
`name`	text	✓	·	✓	✓	✓
`external_id`	text	✓	·	✓	✓	✓
`currency`	text	✓	✓	·	✓	✓
`default_lead_time_days`	number	✓	·	·	✓	✓
`default_lead_time_buffer_days`	number	✓	·	·	✓	✓
`default_target_stock_days`	number	✓	·	·	✓	✓
`comment`	text	·	·	✓	✓	✓
`id`	text	·	·	·	·	·
`created_at`	datetime	·	·	·	·	·

`purchase_order_lines` — public.purchase_order_lines

Capabilities: read + catalog + ingest · Columns: 19

Column	Type	Vis	Filt	Search	Edit	Create
`order_no`	text	✓	✓	✓	✓	✓
`sku`	text	✓	✓	✓	✓	✓
`status`	text	✓	✓	·	✓	✓
`quantity_ordered`	number	✓	·	·	✓	✓
`quantity_received`	number	✓	·	·	✓	✓
`expected_arrival_date`	date	✓	·	·	✓	✓
`supplier_id`	text	·	✓	·	✓	✓
`price_per_unit`	number	✓	·	·	✓	✓
`currency`	text	✓	✓	·	✓	✓
`recommendation_key`	text	·	✓	✓	·	·
`note`	text	·	·	✓	✓	✓
`external_id`	text	·	✓	✓	✓	✓
`id`	text	·	·	·	·	·
`created_at`	datetime	·	·	·	·	·
`product_name`	text	✓	✓	✓	·	·
`variant_external_id`	text	·	✓	✓	·	·
`product_external_id`	text	·	✓	✓	·	·
`product_id`	text	·	✓	·	✓	✓
`supplier_name`	text	✓	✓	✓	·	·

`procurement_config` — public.procurement_config

Capabilities: read + catalog · Columns: 5

Column	Type	Vis	Filt	Search	Edit	Create
`id`	text	·	·	·	·	·
`key`	text	✓	✓	✓	✓	✓
`value`	json	✓	·	·	✓	✓
`updated_at`	datetime	✓	·	·	·	·
`description`	text	✓	·	✓	·	·

`v_product_demand` — public.v_product_demand

Capabilities: read + catalog (DB view, read-only) · Columns: 37

Column	Type	Vis	Filt	Search	Edit	Create
`sku`	text	✓	✓	✓	·	·
`product_name`	text	✓	·	✓	·	·
`forecast_daily_demand`	number	✓	·	·	·	·
`demand_status`	text	✓	✓	·	·	·
`demand_confidence`	text	✓	✓	·	·	·
`units_sold_30d`	number	✓	·	·	·	·
`units_sold_90d`	number	·	·	·	·	·
`units_sold_180d`	number	·	·	·	·	·
`weighted_daily_demand`	number	·	·	·	·	·
`seasonality_profile`	text	·	✓	·	·	·
`lifecycle_status`	text	·	✓	·	·	·
`sales_history_days`	number	·	·	·	·	·
`calculated_at`	datetime	·	·	·	·	·
`product_family_label`	text	✓	✓	·	·	·
`trend_label`	status	✓	✓	·	·	·
`momentum_pct`	number	✓	·	·	·	·
`units_sold_28d`	number	✓	·	·	·	·
`units_sold_14d`	number	·	·	·	·	·
`units_sold_365d`	number	·	·	·	·	·
`trend_confidence`	text	·	✓	·	·	·
`daily_sales_28d`	number	·	·	·	·	·
`daily_sales_30d`	number	·	·	·	·	·
`daily_sales_90d`	number	·	·	·	·	·
`daily_sales_180d`	number	·	·	·	·	·
`deseasonalized_daily_demand`	number	·	·	·	·	·
`seasonal_multiplier`	number	✓	·	·	·	·
`seasonal_source`	text	·	✓	·	·	·
`coverage_window_start`	date	·	·	·	·	·
`coverage_window_end`	date	·	·	·	·	·
`coverage_window_factor`	number	·	·	·	·	·
`lifecycle_multiplier`	number	·	·	·	·	·
`manual_demand_multiplier`	number	·	·	·	·	·
`manual_target_quantity`	number	·	·	·	·	·
`inventory_synced_at`	datetime	·	·	·	·	·
`stock_on_hand`	number	✓	✓	·	·	·
`days_of_stock`	number	✓	✓	·	·	·
`product_id`	text	·	✓	·	·	·

`v_procurement_agent_queue` — public.v_procurement_agent_queue

Capabilities: read + catalog (DB view, read-only) · Columns: 51

Column	Type	Vis	Filt	Search	Edit	Create
`sku`	text	✓	✓	✓	·	·
`product_name`	text	✓	·	✓	·	·
`procurement_status`	text	✓	✓	·	·	·
`action_required`	boolean	✓	✓	·	·	·
`quantity_available`	number	✓	·	·	·	·
`days_of_stock`	number	✓	·	·	·	·
`recommended_order_quantity`	number	✓	·	·	·	·
`stock_gap_days`	number	✓	·	·	·	·
`forecast_daily_demand`	number	✓	·	·	·	·
`replenishment_risk_days`	number	·	·	·	·	·
`open_purchase_order_quantity`	number	✓	·	·	·	·
`next_expected_arrival_date`	date	✓	·	·	·	·
`days_to_latest_order`	number	✓	✓	·	·	·
`quantity_committed`	number	·	·	·	·	·
`include_in_next_shipment`	boolean	✓	✓	·	·	·
`supplier_name`	text	·	✓	✓	·	·
`raw_recommended_order_quantity`	number	·	·	·	·	·
`lifecycle_status`	text	·	✓	·	·	·
`latest_order_date`	date	✓	·	·	·	·
`calculated_at`	datetime	·	·	·	·	·
`demand_status`	text	✓	✓	·	·	·
`weighted_daily_demand`	number	✓	·	·	·	·
`demand_confidence`	text	·	✓	·	·	·
`stock_on_hand`	number	✓	·	·	·	·
`projected_stockout_date`	date	✓	·	·	·	·
`days_until_next_arrival`	number	·	·	·	·	·
`days_of_stock_including_open_po`	number	·	·	·	·	·
`latest_expected_arrival_date`	date	·	·	·	·	·
`draft_purchase_order_quantity`	number	✓	·	·	·	·
`active_purchase_order_count`	number	✓	·	·	·	·
`lead_time_days`	number	·	·	·	·	·
`lead_time_buffer_days`	number	·	·	·	·	·
`safety_stock_days`	number	·	·	·	·	·
`target_stock_days`	number	·	·	·	·	·
`minimum_order_quantity`	number	·	·	·	·	·
`order_multiple`	number	·	·	·	·	·
`procurement_paused_until`	date	·	·	·	·	·
`inventory_synced_at`	datetime	·	·	·	·	·
`product_family`	text	·	✓	·	·	·
`product_family_label`	text	✓	✓	✓	·	·
`trend_label`	status	✓	✓	·	·	·
`momentum_pct`	number	✓	·	·	·	·
`units_sold_28d`	number	✓	·	·	·	·
`units_sold_30d`	number	✓	·	·	·	·
`units_sold_90d`	number	✓	·	·	·	·
`units_sold_180d`	number	✓	·	·	·	·
`trend_confidence`	text	·	✓	·	·	·
`seasonal_multiplier`	number	·	·	·	·	·
`coverage_window_factor`	number	·	·	·	·	·
`product_id`	text	·	✓	·	·	·
`supplier_id`	text	·	✓	·	·	·

`v_customer_reorder_due` — public.v_customer_reorder_due

Capabilities: read + catalog (DB view, read-only) · Columns: 15

Column	Type	Vis	Filt	Search	Edit	Create
`needs_action`	boolean	✓	✓	·	·	·
`customer_email`	email	✓	✓	✓	·	·
`reorder_status`	status	✓	✓	·	·	·
`overdue_days`	number	✓	·	·	·	·
`orders_so_far`	number	✓	·	·	·	·
`next_purchase_no`	number	✓	✓	·	·	·
`last_order_date`	date	✓	·	·	·	·
`due_from`	date	✓	·	·	·	·
`median_gap_days`	number	✓	·	·	·	·
`gap_observations`	number	·	·	·	·	·
`days_since_last_order`	number	·	·	·	·	·
`outreach_status`	status	✓	✓	·	·	·
`outreach_at`	datetime	·	·	·	·	·
`outreach_note`	text	✓	·	✓	·	·
`outreach_channel`	text	·	✓	·	·	·

`v_family_trend` — public.v_family_trend

Capabilities: read + catalog (DB view, read-only) · Columns: 11

Column	Type	Vis	Filt	Search	Edit	Create
`product_family_label`	text	✓	✓	✓	·	·
`trend_label`	status	✓	✓	·	·	·
`momentum_pct`	number	✓	·	·	·	·
`units_28d`	number	✓	·	·	·	·
`units_90d`	number	✓	·	·	·	·
`units_365d`	number	✓	·	·	·	·
`sku_count`	number	✓	·	·	·	·
`trend_confidence`	text	✓	✓	·	·	·
`forecast_daily_demand`	number	✓	·	·	·	·
`deseasonalized_daily_demand`	number	·	·	·	·	·
`calculated_at`	datetime	·	·	·	·	·

`v_product_sales_weekly` — public.v_product_sales_weekly

Capabilities: read + catalog (DB view, read-only) · Columns: 7

Column	Type	Vis	Filt	Search	Edit	Create
`week_start`	date	✓	✓	·	·	·
`sku`	text	✓	✓	✓	·	·
`product_name`	text	✓	·	✓	·	·
`product_family_label`	text	✓	✓	✓	·	·
`units`	number	✓	·	·	·	·
`orders`	number	✓	·	·	·	·
`variant_id`	text	✓	✓	✓	·	·

`v_seasonality_effective` — public.v_seasonality_effective

Capabilities: read + catalog (DB view, read-only) · Columns: 11

Column	Type	Vis	Filt	Search	Edit	Create
`month`	number	✓	✓	·	·	·
`profile`	text	✓	✓	·	·	·
`products_on_profile`	number	✓	·	·	·	·
`measured_raw`	number	✓	·	·	·	·
`measured_applied`	number	✓	·	·	·	·
`override_factor`	number	✓	·	·	·	·
`factor`	number	✓	·	·	·	·
`factor_source`	status	✓	✓	·	·	·
`sample_size`	number	✓	·	·	·	·
`confidence`	text	·	✓	·	·	·
`calculated_at`	datetime	·	·	·	·	·

​The view registry model

​Data types

​data_view_list

​data_query

​Row writes

​data_row_save

​data_row_create

​data_row_update

​View management

​data_view_create

​data_view_update

​Appendix: view & column catalog

​agents — public.agents

​agent_runs — public.agent_runs

​agent_inbox — public.inbox_agents

​decision_log — public.decision_log

​decisions — public.decisions

​knowledge — cockpit.knowledge_base

​knowledge_strategy — cockpit.knowledge_base

​knowledge_sop — cockpit.knowledge_base

​memories — cockpit.memories

​skills — cockpit.skills

​meeting_notes — public.meeting_notes

​orders — public.orders

​order_line_items — public.order_line_items

​customers — public.customers

​products — public.products

​suppliers — public.suppliers

​purchase_order_lines — public.purchase_order_lines

​procurement_config — public.procurement_config

​v_product_demand — public.v_product_demand

​v_procurement_agent_queue — public.v_procurement_agent_queue

​v_customer_reorder_due — public.v_customer_reorder_due

​v_family_trend — public.v_family_trend

​v_product_sales_weekly — public.v_product_sales_weekly

​v_seasonality_effective — public.v_seasonality_effective

The view registry model

Data types

`data_view_list`

`data_query`

Row writes

`data_row_save`

`data_row_create`

`data_row_update`

View management

`data_view_create`

`data_view_update`

Appendix: view & column catalog

`agents` — public.agents

`agent_runs` — public.agent_runs

`agent_inbox` — public.inbox_agents

`decision_log` — public.decision_log

`decisions` — public.decisions

`knowledge` — cockpit.knowledge_base

`knowledge_strategy` — cockpit.knowledge_base

`knowledge_sop` — cockpit.knowledge_base

`memories` — cockpit.memories

`skills` — cockpit.skills

`meeting_notes` — public.meeting_notes

`orders` — public.orders

`order_line_items` — public.order_line_items

`customers` — public.customers

`products` — public.products

`suppliers` — public.suppliers

`purchase_order_lines` — public.purchase_order_lines

`procurement_config` — public.procurement_config

`v_product_demand` — public.v_product_demand

`v_procurement_agent_queue` — public.v_procurement_agent_queue

`v_customer_reorder_due` — public.v_customer_reorder_due

`v_family_trend` — public.v_family_trend

`v_product_sales_weekly` — public.v_product_sales_weekly

`v_seasonality_effective` — public.v_seasonality_effective