> ## 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.
# Data
> The registry-driven view/table model, data_view_list, data_query, row writes, and view management.
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](/for-agents/data-model/orders), [Order Line Items](/for-agents/data-model/order-line-items), [Customers](/for-agents/data-model/customers), [Products](/for-agents/data-model/products), [Suppliers](/for-agents/data-model/suppliers), [Purchase Orders](/for-agents/data-model/purchase-orders), [Procurement Config](/for-agents/data-model/procurement-config), [Meeting Notes](/for-agents/data-model/meeting-notes), [Product Demand](/for-agents/data-model/product-demand), [Procurement Queue](/for-agents/data-model/procurement-queue), [Customer Reorder Due](/for-agents/data-model/customer-reorder-due), [Family Trend](/for-agents/data-model/family-trend), [Weekly Sales](/for-agents/data-model/weekly-sales), [Seasonality](/for-agents/data-model/seasonality), [Strategy](/for-agents/data-model/strategy), and [SOP](/for-agents/data-model/sop). For pushing external data in, see the [Ingest API](/for-agents/ingest).
## 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](/for-agents/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](#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
The `data_type` shown per column is a **display type**: `text | number | currency | datetime | date | boolean | status | link | email | image | json | markdown`. Free-text `search` matches columns of type `text`, `email`, `link` and `markdown` (identifier-like columns such as `id`, `*_id`, `*_by` are excluded automatically).
***
## `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:**
```json theme={null}
{
"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:**
```json theme={null}
{ "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:**
```json theme={null}
{
"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-agents/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_` or `update_` (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_` or `update_` grant.
```json theme={null}
{ "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_` 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_` 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 | Section |
| -------------- | -------- | :-: | :--: | :----: | :--: | :----: | ------- |
| `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 | Section |
| ------------------ | -------- | :-: | :--: | :----: | :--: | :----: | ------- |
| `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 | Section |
| --------------- | -------- | :-: | :--: | :----: | :--: | :----: | ------- |
| `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 | Section |
| ------------------ | -------- | :-: | :--: | :----: | :--: | :----: | ------- |
| `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 | Section |
| -------------- | -------- | :-: | :--: | :----: | :--: | :----: | ------- |
| `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 | Section |
| -------------------------- | -------- | :-: | :--: | :----: | :--: | :----: | ------- |
| `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 | Section |
| ----------------------------- | -------- | :-: | :--: | :----: | :--: | :----: | ------- |
| `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 | Section |
| -------------------- | -------- | :-: | :--: | :----: | :--: | :----: | ------- |
| `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 | Section |
| -------------------------- | -------- | :-: | :--: | :----: | :--: | :----: | ------- |
| `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 | Section |
| ------------------------------- | -------- | :-: | :--: | :----: | :--: | :----: | ------- |
| `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 | Section |
| ----------------------- | -------- | :-: | :--: | :----: | :--: | :----: | ------- |
| `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 | Section |
| ------------- | -------- | :-: | :--: | :----: | :--: | :----: | ------- |
| `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 | Section |
| ----------------------------- | -------- | :-: | :--: | :----: | :--: | :----: | ------- |
| `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 | Section |
| --------------------------------- | -------- | :-: | :--: | :----: | :--: | :----: | ------- |
| `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 | Section |
| ----------------------- | -------- | :-: | :--: | :----: | :--: | :----: | ------- |
| `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 | Section |
| ----------------------------- | -------- | :-: | :--: | :----: | :--: | :----: | ------- |
| `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 | Section |
| ---------------------- | ------ | :-: | :--: | :----: | :--: | :----: | ------- |
| `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 | Section |
| --------------------- | -------- | :-: | :--: | :----: | :--: | :----: | ------- |
| `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 | · | · | · | · | · | |