> ## Documentation Index
> Fetch the complete documentation index at: https://agents.concierca.ch/llms.txt
> Use this file to discover all available pages before exploring further.

# Strategy

> Company strategy documents — the knowledge base filtered to category=strategy.

## What it is

Company strategy documents — a filtered view over the knowledge base with the fixed filter `category = strategy` enforced on every read. Same fields as the general `knowledge` view; the filter cannot be bypassed. The [SOP](/for-agents/data-model/sop) view is the same pattern for standard operating procedures.

Entries carry a title, markdown `content`, a condensed `intro`, importance, tags, visibility scope, and version/usage metadata. Record-level scope rules apply: members see company-wide entries plus what is scoped to them; a private (`scope = user`) entry belongs to its `user_id` owner.

## How it gets data

No ingest endpoint — strategy entries are written in the app (Company Hub → Strategy), by agents via `knowledge_save`, or promoted from memories. Versioned: every save creates a new version with a field-level diff and restore in the History tab.

## Fields

### Content & classification

| Field             | Label      | Type   | Writable        | Description                                                                       |
| ----------------- | ---------- | ------ | --------------- | --------------------------------------------------------------------------------- |
| `title`           | Title      | text   | knowledge tools | Document title                                                                    |
| `intro`           | Summary    | text   | knowledge tools | Condensed summary — what search results and context injection show first          |
| `content`         | content    | text   | knowledge tools | Full markdown body                                                                |
| `category_id`     | Category   | text   | ✓               | Category reference — fixed to strategy for this view                              |
| `category`        | —          | text   | API only        | Legacy free-text category; `category_id` is the authoritative reference           |
| `department_id`   | Department | text   | ✓               | Owning department reference                                                       |
| `department`      | —          | text   | API only        | Legacy free-text department name; `department_id` is the reference                |
| `scope`           | Scope      | text   | knowledge tools | Visibility scope: company, department, or user (private)                          |
| `importance`      | Importance | number | knowledge tools | Importance ranking — high-importance entries are auto-injected into agent context |
| `tags`            | Tags       | json   | knowledge tools | Free-form tags for filtering                                                      |
| `retrieval_class` | —          | text   | API only        | How retrieval treats the entry (e.g. always-load rule vs. searchable reference)   |

### Usage & versioning

| Field             | Label            | Type     | Writable  | Description                                                              |
| ----------------- | ---------------- | -------- | --------- | ------------------------------------------------------------------------ |
| `version`         | version          | number   | read-only | Version counter; every save creates a new version with a diff            |
| `used_count`      | used\_count      | number   | read-only | How often agents used the entry                                          |
| `used_by`         | used\_by         | text     | read-only | Which agents used it                                                     |
| `success_count`   | success\_count   | number   | read-only | Times usage was marked successful                                        |
| `failure_count`   | —                | number   | API only  | Times usage was marked unsuccessful — the counterpart of `success_count` |
| `last_used_at`    | last\_used\_at   | datetime | read-only | Last usage                                                               |
| `intro_embedding` | intro\_embedding | text     | read-only | Vector embedding of the summary (powers semantic search; internal)       |

### Provenance & lifecycle

| Field                                      | Label             | Type     | Writable    | Description                                                                                                                               |
| ------------------------------------------ | ----------------- | -------- | ----------- | ----------------------------------------------------------------------------------------------------------------------------------------- |
| `created_by`                               | created\_by       | text     | read-only   | Creator (agent name or user)                                                                                                              |
| `created_by_user`                          | created\_by\_user | text     | read-only   | Creating user id, when human — provenance only                                                                                            |
| `user_id`                                  | —                 | uuid     | API only    | Owner of a `scope = user` (private) entry — authorization. NULL on shared rows; distinct from `created_by_user`, which is provenance only |
| `provider_id`                              | —                 | uuid     | API only    | Agency/provider owner for provider-level (Mandat) entries                                                                                 |
| `source`                                   | —                 | text     | API only    | Free-text origin of the entry                                                                                                             |
| `source_type` / `source_id` / `source_uri` | —                 | text     | API only    | Structured provenance: what kind of source, its id, and a link to it                                                                      |
| `template_slug`                            | —                 | text     | API only    | Knowledge template the entry was created from, if any                                                                                     |
| `template_payload`                         | —                 | json     | API only    | Structured field values captured by that template                                                                                         |
| `digest_key`                               | Digest Key        | text     | create-only | Dedupe key for digest-generated entries — the same digest never creates twins                                                             |
| `valid_at`                                 | —                 | datetime | API only    | When the documented fact became valid                                                                                                     |
| `invalid_at`                               | —                 | datetime | API only    | When it stopped being valid — superseded facts keep their history                                                                         |
| `supersedes`                               | —                 | uuid     | API only    | Id of the entry this one replaces                                                                                                         |
| `consolidated_at`                          | —                 | datetime | API only    | When a consolidation pass last reviewed/merged the entry                                                                                  |
| `archived_at`                              | Archived          | datetime | create-only | Soft-archive timestamp; archived rows are hidden unless `include_archived:true`                                                           |
| `updated_at`                               | updated\_at       | datetime | read-only   | Last change                                                                                                                               |
| `created_at`                               | Created           | datetime | read-only   | Row creation time                                                                                                                         |

✓ = editable via generic row writes. "knowledge tools" = managed through `knowledge_save` / `knowledge_update`, not generic row writes. "API only" = real database column not registered as a visible app column — returned by MCP queries.

<Note>
  The table also carries the system columns `id`, `tenant_id`, and `workspace_id` — set automatically for tenant isolation.
</Note>

## Query it

```json theme={null}
{
  "method": "tools/call",
  "params": {
    "name": "data_query",
    "arguments": {
      "view_slug": "knowledge_strategy",
      "search": "positioning",
      "select_fields": ["title", "intro", "importance", "updated_at"],
      "limit": 10
    }
  }
}
```
