> ## 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 a workspace Scout

> Returns one workspace Scout with its signal totals, its latest signal and how many companies it is
running on. For a custom Scout you just created, poll this until `previewStatus` is `completed`,
then confirm it with Set a workspace Scout's state (`POST /v1/platform/global-scouts/{id}/state`).

> [!NOTE]
>
> In the Heliyos MCP server: [`heliyos_scouts_get`](https://docs.heliyos.ai/mcp/tools/scouts-and-signals#heliyos-scouts-get).


## OpenAPI

````yaml /api-reference/openapi.json get /v1/platform/global-scouts/{id}
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/platform/global-scouts/{id}:
    get:
      tags:
        - Scouts
      summary: Get a workspace Scout
      description: >-
        Returns one workspace Scout with its signal totals, its latest signal
        and how many companies it is

        running on. For a custom Scout you just created, poll this until
        `previewStatus` is `completed`,

        then confirm it with Set a workspace Scout's state (`POST
        /v1/platform/global-scouts/{id}/state`).
      operationId: getGlobalScout
      parameters:
        - name: id
          in: path
          required: true
          schema:
            type: string
            pattern: ^[0-9a-fA-F]{24}$
          description: The workspace Scout's id.
          example: 6731c0a2b4e5f60718293a4b
      responses:
        '200':
          description: The workspace Scout.
          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/GlobalScoutSummary'
              example:
                meta:
                  message: Global scout retrieved successfully
                data:
                  _id: 6731c0a2b4e5f60718293a4b
                  organizationId: 66a0f1e2d3c4b5a697887766
                  name: Hiring for data roles
                  type: custom
                  applyTo: watchlist
                  selectedCompanyIds: []
                  category: Hiring
                  queryTemplate: >-
                    New job postings at the company for data engineering or
                    analytics roles.
                  cadence: weekly
                  effort: medium
                  isActive: false
                  previewStatus: completed
                  previewRunId: trun_4b8e2f1a9c7d
                  previewData:
                    signals:
                      - company_name: Contoso
                        website: https://contoso.example.com
                        summary: Contoso opened two analytics engineer roles.
                        sources:
                          - >-
                            https://contoso.example.com/careers/analytics-engineer
                    total_count: 1
                    query_summary: Data and analytics job postings in the last month.
                  metadata:
                    created:
                      at: '2026-11-04T09:30:00.000Z'
                      by: system
                    updated:
                      at: '2026-11-04T09:32:00.000Z'
                      by: system
                  signal_counts:
                    total: 0
                    new: 0
                  latest_signal: null
                  active_company_count: 0
        '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: no workspace Scout with this id in the workspace.'
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '429':
          description: Rate limited
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
components:
  schemas:
    GlobalScoutSummary:
      description: >-
        A workspace Scout with its signal totals across every company it runs
        on.
      allOf:
        - $ref: '#/components/schemas/GlobalScout'
        - type: object
          properties:
            signal_counts:
              type: object
              description: Signals found by this Scout's company Scouts.
              properties:
                total:
                  type: integer
                  description: Every signal found.
                new:
                  type: integer
                  description: Signals not read yet (status `new`).
            latest_signal:
              nullable: true
              description: >-
                The most recently detected signal, with `companyName` added.
                Null when there is none.
              allOf:
                - $ref: '#/components/schemas/Signal'
            active_company_count:
              type: integer
              description: >-
                Companies this Scout is actively running on (active company
                Scouts tied to a company).
    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: {}
    GlobalScout:
      type: object
      description: 'A workspace Scout: what to look for, how often, and on which companies.'
      properties:
        _id:
          $ref: '#/components/schemas/ObjectId'
        organizationId:
          allOf:
            - $ref: '#/components/schemas/ObjectId'
          description: The workspace the Scout belongs to.
        name:
          type: string
          description: The Scout's name, 1 to 200 characters.
        type:
          type: string
          enum:
            - default
            - custom
          description: >
            - `default`: a built-in Scout every workspace gets. Six exist:
            company announcements and press
              releases, product launches or updates, funding, M&A or financial news, executive changes or
              quotes, industry analysis mentioning the company, and controversies or negative coverage.
              They always apply to the watchlist, run daily, and can only be paused or resumed.
            - `custom`: a Scout you created. Every field except the scope can be
            changed, and it can be deleted.
        applyTo:
          type: string
          enum:
            - watchlist
            - selected_watchlist
            - entire_web
          description: >
            The scope, fixed at creation.

            - `watchlist`: runs on every watched company, including companies
            watched later.

            - `selected_watchlist`: runs only on the companies in
            `selectedCompanyIds`.

            - `entire_web`: runs once across the web, not tied to a company.
        selectedCompanyIds:
          type: array
          description: >-
            The watched companies a `selected_watchlist` Scout runs on. Empty
            for other scopes.
          items:
            $ref: '#/components/schemas/ObjectId'
        category:
          type: string
          description: >-
            A short label that groups Scouts, for example `Hiring` or `Growth &
            Expansion`. Signals inherit it.
        queryTemplate:
          type: string
          description: >
            What the Scout looks for, in plain language, up to 5,000 characters.
            For the `watchlist` and

            `selected_watchlist` scopes, the placeholders `{{company_name}}` and
            `{{company_website}}` are

            replaced with "the company" and "the company website", and each
            company's own name and website

            are added to the query when it runs.
        cadence:
          type: string
          enum:
            - daily
            - weekly
            - monthly
          description: >-
            How often it runs. Built-in Scouts run `daily`; custom Scouts
            default to `weekly`.
        effort:
          type: string
          enum:
            - low
            - medium
            - high
          description: >
            Search depth for custom Scouts, `medium` by default. Each run of a
            custom Scout on one company

            (or on the web) costs credits by effort: `low` 2.5, `medium` 7.5,
            `high` 10. May be absent on built-in Scouts.
        outputSchema:
          $ref: '#/components/schemas/ScoutOutputSchema'
        isActive:
          type: boolean
          description: >
            Whether the Scout is running. A new custom Scout is `false` until
            you confirm its preview.

            Change it with Set a workspace Scout's state (`POST
            /v1/platform/global-scouts/{id}/state`).
        previewStatus:
          type: string
          nullable: true
          enum:
            - pending
            - running
            - completed
            - failed
            - null
          description: >
            The preview run of a custom Scout. `pending` when created, `running`
            once the preview started,

            `completed` when its results are in `previewData`, `failed` if it
            could not start or finish.

            Null on built-in Scouts.
        previewRunId:
          type: string
          nullable: true
          description: The id of the preview run. Null until a preview started.
        previewData:
          type: object
          nullable: true
          additionalProperties: true
          description: >-
            The preview's findings, in the shape of `outputSchema` (by default
            `signals`, `total_count` and `query_summary`). Null until the
            preview completed.
        metadata:
          $ref: '#/components/schemas/ScoutAuditMetadata'
    Signal:
      type: object
      description: One finding of a Scout.
      properties:
        _id:
          $ref: '#/components/schemas/ObjectId'
        organizationId:
          allOf:
            - $ref: '#/components/schemas/ObjectId'
          description: The workspace.
        scoutSchemaId:
          allOf:
            - $ref: '#/components/schemas/ObjectId'
          description: >-
            The company Scout that found it (see `CompanyScout`). Its
            `defaultScoutId` is the workspace Scout.
        baseSchemaObjectId:
          allOf:
            - $ref: '#/components/schemas/ObjectId'
          description: >-
            The company record the signal is about. Absent for signals of
            `entire_web` Scouts.
        category:
          type: string
          description: >-
            The Scout's category when the signal was found, for example `Growth
            & Expansion`.
        scout_name:
          type: string
          description: The Scout's name when the signal was found.
        scope:
          type: string
          enum:
            - watchlist
            - entire_web
          description: '`entire_web` for signals of web-wide Scouts, `watchlist` otherwise.'
        company_name:
          type: string
          description: >-
            The company name the Scout reported. May be absent; for watched
            companies use `baseSchemaObjectId`.
        website:
          type: string
          description: >-
            The company's website the Scout reported, normalized to the site
            address. May be absent.
        summary:
          type: string
          description: What happened, in a sentence or two.
        citations:
          type: array
          description: Source URLs that support the signal.
          items:
            type: string
            format: uri
        relevance_score:
          type: integer
          minimum: 0
          maximum: 100
          description: >-
            How relevant the Scout judged the signal, 0 to 100. 0 when the Scout
            gave no score.
        confidence_score:
          type: number
          description: >-
            The raw score the Scout reported, either 0 to 1 or 0 to 100. Prefer
            `relevance_score`.
        source:
          type: string
          enum:
            - scouts
            - leadsets
            - linkedin
          description: What produced the signal. Scouts write `scouts`.
        detected_date:
          allOf:
            - $ref: '#/components/schemas/Timestamp'
          description: >-
            When the event was detected. For custom Scouts, the time of the run
            that found it. Lists sort on it.
        status:
          type: string
          enum:
            - new
            - read
            - archived
          description: >-
            `new` (unread), `read`, or `archived`. This API sets `read`; it does
            not archive.
        raw_output:
          type: object
          additionalProperties: true
          description: >-
            The Scout's structured output for this signal, in the shape of its
            output schema.
        eventId:
          type: string
          description: The id of the detection event. Internal; unique per run.
        parallelMonitorId:
          type: string
          description: The id of the monitor or run that produced the signal. Internal.
        taskRunId:
          type: string
          description: >-
            The id of the custom Scout run that produced the signal. Internal;
            absent for built-in Scouts.
        webhook_timestamp:
          type: string
          description: When the result was delivered. Internal.
        metadata:
          $ref: '#/components/schemas/ScoutAuditMetadata'
    ObjectId:
      type: string
      pattern: ^[0-9a-fA-F]{24}$
      description: A 24-character hexadecimal id.
      example: 66f1a8c3e4b0a1b2c3d4e5f6
    ScoutOutputSchema:
      type: object
      additionalProperties: true
      description: >
        The structured output a custom Scout asks for on each run, as `{ "type":
        "json", "json_schema": { ... } }`

        where `json_schema` is a JSON Schema object. The default asks for a
        `signals` array (each item with

        `company_name`, `website`, `summary` and `sources`), plus `total_count`
        and `query_summary`.

        Built-in Scouts carry their own fixed schema.
      example:
        type: json
        json_schema:
          type: object
          properties:
            signals:
              type: array
              items:
                type: object
                properties:
                  company_name:
                    type: string
                  website:
                    type: string
                  summary:
                    type: string
                  sources:
                    type: array
                    items:
                      type: string
                required:
                  - summary
            total_count:
              type: number
            query_summary:
              type: string
          required:
            - signals
    ScoutAuditMetadata:
      type: object
      description: >-
        When the Scout was created and last changed. `by` is a service label
        such as `system`, not a user id.
      properties:
        created:
          type: object
          properties:
            at:
              $ref: '#/components/schemas/Timestamp'
            by:
              type: string
              description: Who created it, for example `system`.
        updated:
          type: object
          properties:
            at:
              $ref: '#/components/schemas/Timestamp'
            by:
              type: string
              description: Who last changed it, for example `system`.
    Timestamp:
      type: string
      format: date-time
      description: An ISO 8601 date-time in UTC.
      example: '2026-11-04T09:30:00.000Z'
  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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