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

# Get the knowledge base

> Returns the workspace your API key belongs to with its knowledge base: the business context,
the four fixed texts and the custom entries, plus the workspace's profile (name, website,
industry, time zone and address).

Texts come back in full. Read this before you call **Update the knowledge base**, because
that call replaces the knowledge base whole.

To list the files your workers read, call **List files** with `kind=knowledge_base`.

> [!NOTE]
>
> In the Heliyos MCP server: [`heliyos_knowledge_entries_delete`](https://docs.heliyos.ai/mcp/tools/knowledge-base-and-files#heliyos-knowledge-entries-delete), [`heliyos_knowledge_entries_set`](https://docs.heliyos.ai/mcp/tools/knowledge-base-and-files#heliyos-knowledge-entries-set), [`heliyos_knowledge_get`](https://docs.heliyos.ai/mcp/tools/knowledge-base-and-files#heliyos-knowledge-get), [`heliyos_knowledge_update`](https://docs.heliyos.ai/mcp/tools/knowledge-base-and-files#heliyos-knowledge-update).


## OpenAPI

````yaml /api-reference/openapi.json get /v1/auth/organizations/current
openapi: 3.0.3
info:
  title: Heliyos API
  version: 1.0.0
  description: >-
    The REST API for Heliyos, the AI operating system for revenue. Every request
    is scoped to the workspace that owns the API key. Responses are JSON in a `{
    meta, data }` envelope; errors use `{ message, error: { code, message,
    details } }`.
  contact:
    name: Heliyos support
    email: soham@heliyos.ai
    url: https://www.heliyos.ai
servers:
  - url: https://api-prod.heliyos.ai
    description: Production
security:
  - bearerAuth: []
tags:
  - name: Workspace
    description: >-
      The workspace your API key belongs to, and the log of credits it has used.
      Every other call in this API is scoped to this workspace.
  - name: Schemas
    description: >-
      Objects are your record types: companies, people, deal pipelines and any
      custom objects you add. Each object has fields, and a field's type decides
      what its records can hold.
  - name: Records
    description: >-
      Records are the rows of an object (base schema): companies, people, deals
      and custom objects. A record holds field values keyed by the object's
      field keys and links to other records.
  - name: Timeline
    description: >-
      The AI-written timeline of a company, person or deal: summary entries
      Heliyos writes on a schedule. For the exact change history see Activities,
      and for emails and meetings see Interactions.
  - name: Activities
    description: >-
      The change history of records and tasks: who created, changed or deleted
      what, and when. People, workers and the system each appear as the actor on
      the changes they make.
  - name: Interactions
    description: >-
      Email threads and meetings synced from connected mailboxes and calendars,
      linked to the people and companies they involve.
  - name: Notes
    description: >-
      Free-text notes, optionally linked to records, tasks and interactions.
      Notes show up on the timeline of every record they are linked to, and
      workers read them as customer memory.
  - name: Tasks
    description: >-
      Work items for people and workers, optionally linked to records. A task
      can be assigned to people, to workers, or both, and workers can be started
      on it directly.
  - name: Workers and runs
    description: >-
      Workers are the AI teammates of your workspace (the API calls them
      agents). Define what each one does and what starts it, ask Heliyos to do
      work, and follow every run, its steps and the reviews it waits on.
  - name: Reviews
    description: >-
      Reviews keep the team in control of consequential work. When a worker
      wants to send an email, change a deal, book a meeting, act in a connected
      app or needs a person's answer, the action waits as a review until someone
      approves or rejects it.
  - name: Scouts
    description: >-
      Scouts watch companies and the web for events such as funding rounds,
      product launches, leadership changes or press coverage, and record each
      finding as a signal. A workspace Scout defines what to look for; company
      Scouts are its copies running on individual companies.
  - name: Signals
    description: >-
      Signals are what Scouts find: one event, such as a funding round or a new
      executive, with a summary, its sources and the company it is about. New
      signals are unread until you mark them read.
  - name: Watchlist
    description: >-
      The watchlist is the set of companies your workers monitor. Each watched
      company uses one Watcher from your plan: the workers keep it enriched,
      pull in its emails and meetings, and run Scouts on it.
  - name: Knowledge base
    description: >-
      What your workers know about the business: the business context, four
      fixed texts (products, pain points, value proposition, qualification
      criteria) and any custom entries your team adds. Workers read it on their
      next run. Files your workers read live under Files, with kind
      `knowledge_base`.
  - name: Files
    description: >-
      Knowledge base files that workers read, and files attached to records,
      tasks and other resources. The API calls them attachments. Uploading takes
      three calls: get an upload URL, send the bytes to it, then create the
      file.
  - name: Labels
    description: >-
      Label groups that sort your email threads, for example Intent or Pricing
      questions. Heliyos files each classified thread under a group, and each
      group holds the more specific labels it brings together. The API calls
      them classification labels.
  - name: Team
    description: >-
      The people in your workspace and their roles: joined members and pending
      invitations. Inviting someone sends them an email.
  - name: Notification settings
    description: >-
      Which workspace events send notification emails, how often, and to whom.
      There is one settings document per workspace, shared by everyone in it.
paths:
  /v1/auth/organizations/current:
    get:
      tags:
        - Knowledge base
      summary: Get the knowledge base
      description: >-
        Returns the workspace your API key belongs to with its knowledge base:
        the business context,

        the four fixed texts and the custom entries, plus the workspace's
        profile (name, website,

        industry, time zone and address).


        Texts come back in full. Read this before you call **Update the
        knowledge base**, because

        that call replaces the knowledge base whole.


        To list the files your workers read, call **List files** with
        `kind=knowledge_base`.
      operationId: getCurrentOrganization
      parameters: []
      responses:
        '200':
          description: The workspace profile and its knowledge base.
          content:
            application/json:
              schema:
                type: object
                required:
                  - meta
                  - data
                properties:
                  meta:
                    type: object
                    required:
                      - message
                    properties:
                      message:
                        type: string
                        description: A human-readable summary of the result.
                  data:
                    $ref: '#/components/schemas/WorkspaceProfile'
              example:
                meta:
                  message: Organization Successfully Fetched.
                data:
                  id: 66a0f1e2d3c4b5a697887766
                  _id: 66a0f1e2d3c4b5a697887766
                  name: Northwind Traders
                  website: https://northwind.example.com
                  industry: Wholesale distribution
                  timezone: America/New_York
                  businessContext: >-
                    Northwind Traders supplies specialty food and beverage
                    products to independent grocers and cafes across North
                    America.
                  knowledgeBase:
                    productsInformation: >-
                      Wholesale catalogue of 1,200 specialty foods, with
                      next-day delivery in 40 metro areas.
                    painPoints: >-
                      Independent grocers lose margin to stockouts and juggle
                      too many small suppliers.
                    valueProposition: >-
                      One supplier, one invoice and next-day restocking for the
                      long tail of the shelf.
                    qualificationCriteria: >-
                      Independent grocers or cafe groups with 3 or more
                      locations and a buyer we can reach.
                    entries:
                      - label: Pricing
                        content: >-
                          Volume pricing starts at $5,000 a month. Net 30 terms
                          after the first order.
                      - label: Competitors
                        content: >-
                          Regional distributors and direct-from-brand programs.
                          We win on breadth and delivery speed.
                  createdAt: '2024-07-24T09:15:00.000Z'
                  updatedAt: '2026-11-02T14:30:00.000Z'
        '400':
          description: Validation failed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '401':
          description: Unauthenticated
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '404':
          description: Not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '429':
          description: Rate limited
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
components:
  schemas:
    WorkspaceProfile:
      type: object
      description: >-
        The workspace's profile and knowledge base. The response also carries
        other workspace settings that this page does not document. Rely only on
        the fields listed here.
      properties:
        id:
          allOf:
            - $ref: '#/components/schemas/ObjectId'
          description: The workspace's id.
        _id:
          allOf:
            - $ref: '#/components/schemas/ObjectId'
          description: The same value as `id`.
        name:
          type: string
          description: The workspace's name.
        businessContext:
          type: string
          description: >-
            What the business does, in your team's words. Empty string when not
            set.
        knowledgeBase:
          $ref: '#/components/schemas/KnowledgeBase'
        website:
          type: string
          description: The company website. Absent when not set.
        industry:
          type: string
          description: The industry. Absent when not set.
        timezone:
          type: string
          description: The workspace's time zone. Absent when not set.
        address:
          type: string
          description: Street address. Absent when not set.
        city:
          type: string
          description: City. Absent when not set.
        state:
          type: string
          description: State or region. Absent when not set.
        zipcode:
          type: string
          description: Postal code. Absent when not set.
        country:
          type: string
          description: Country. Absent when not set.
        logo:
          type: string
          description: >-
            The logo, as a file id or the https URL of a file stored in Heliyos.
            Absent when not set.
        createdAt:
          $ref: '#/components/schemas/Timestamp'
        updatedAt:
          $ref: '#/components/schemas/Timestamp'
    ErrorEnvelope:
      type: object
      required:
        - message
        - error
      properties:
        message:
          type: string
          description: Same as error.message.
        error:
          type: object
          required:
            - code
            - message
          properties:
            code:
              type: string
              enum:
                - VALIDATION_FAILED
                - UNAUTHENTICATED
                - FORBIDDEN_ACTION
                - NOT_FOUND
                - RATE_LIMITED
                - CONFLICT
                - INTERNAL
            message:
              type: string
            details: {}
    ObjectId:
      type: string
      pattern: ^[0-9a-fA-F]{24}$
      description: A 24-character hexadecimal id.
      example: 66f1a8c3e4b0a1b2c3d4e5f6
    KnowledgeBase:
      type: object
      description: >-
        The knowledge base. Every text is plain text, Markdown or HTML and can
        be an empty string. Keys you stored that are not listed here are kept
        and returned as they are.
      properties:
        productsInformation:
          type: string
          description: The products and services you sell.
        painPoints:
          type: string
          description: The customer problems your products solve.
        valueProposition:
          type: string
          description: Why customers choose your products.
        qualificationCriteria:
          type: string
          description: What makes a lead worth pursuing.
        entries:
          type: array
          description: >-
            Your team's custom entries, in display order. Can be absent when the
            workspace has never saved one.
          items:
            $ref: '#/components/schemas/KnowledgeEntry'
    Timestamp:
      type: string
      format: date-time
      description: An ISO 8601 date-time in UTC.
      example: '2026-11-04T09:30:00.000Z'
    KnowledgeEntry:
      type: object
      description: >-
        A custom knowledge entry, for facts the fixed texts do not cover, such
        as pricing or competitors.
      properties:
        label:
          type: string
          description: The entry's title, for example `Pricing`.
          example: Pricing
        content:
          type: string
          description: >-
            The entry's content, as plain text or HTML. The Heliyos app edits it
            as rich text.
          example: >-
            Growth is $49 per seat per month, billed yearly. Annual contracts
            above 50 seats get 15% off.
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      description: >-
        A workspace API key, sent as `Authorization: Bearer heliyos_...`. Create
        one in Heliyos under Settings → API keys. A key acts as a workspace
        admin in the one workspace it was created in.

````

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