> ## 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 task

> Returns one task with its full description, its linked records (each with the record's field
values in `data` and its object in `schema`), its plan and the state of the workers' current run.

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


## OpenAPI

````yaml /api-reference/openapi.json get /v1/platform/tasks/{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/tasks/{id}:
    get:
      tags:
        - Tasks
      summary: Get a task
      description: >-
        Returns one task with its full description, its linked records (each
        with the record's field

        values in `data` and its object in `schema`), its plan and the state of
        the workers' current run.
      operationId: getTask
      parameters:
        - name: id
          in: path
          required: true
          schema:
            type: string
            pattern: ^[0-9a-fA-F]{24}$
          description: The task's id.
          example: 6728c9afb2c3d4e5f6a7b8ce
      responses:
        '200':
          description: The task.
          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/Task'
              example:
                meta:
                  message: Task fetched successfully.
                data:
                  _id: 6728c9afb2c3d4e5f6a7b8ce
                  organizationId: 66a0f1e2d3c4b5a697887766
                  title: Send security questionnaire to Northwind Traders
                  description: Fill in the questionnaire Ana sent and return it by Friday.
                  status: in_progress
                  priority: high
                  isFinished: false
                  dueDate: '2026-11-07T17:00:00.000Z'
                  assignedUser:
                    - id: 66a0f1e2d3c4b5a697881111
                      name: Priya Patel
                      profilePicture: null
                  assignedAgents:
                    - agentId: 66a0f1e2d3c4b5a697882222
                      name: Account Researcher
                      role: executor
                  relationships:
                    - objectId: 66f1a8c3e4b0a1b2c3d4e5f6
                      schemaId: 66a0f1e2d3c4b5a697880001
                      objectType: company
                      data:
                        company_name: Northwind Traders
                        domain: northwind.example.com
                      schema:
                        _id: 66a0f1e2d3c4b5a697880001
                        name: Companies
                        objectType: company
                  planCheckpoints:
                    - id: step-1
                      kind: step
                      title: Read the questionnaire
                      worker: account_researcher
                      status: completed
                    - id: step-2
                      kind: step
                      title: Draft the answers
                      worker: account_researcher
                      status: completed
                    - id: step-3
                      kind: step
                      title: Email the answers to Ana
                      worker: email_writer
                      status: pending
                  currentRunId: 3f9a1c2b7d4e4f0a9b8c7d6e5f4a3b2c
                  currentRun:
                    status: awaiting_approval
                    planSteps: 3
                    completedSteps: 2
                    artifactsCount: 1
                    lastRunAt: '2026-11-04T10:20:00.000Z'
                  artifactsCount: 1
                  agentPaused: false
                  metadata:
                    created:
                      at: '2026-11-04T09:40:00.000Z'
                      by: 66a0f1e2d3c4b5a697881111
                    updated:
                      at: '2026-11-04T10:20:00.000Z'
                      by: 66a0f1e2d3c4b5a697881111
        '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 task 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:
    Task:
      type: object
      additionalProperties: true
      properties:
        _id:
          allOf:
            - $ref: '#/components/schemas/ObjectId'
          description: The task's id. Create and update responses name it `id` instead.
        organizationId:
          allOf:
            - $ref: '#/components/schemas/ObjectId'
          description: The workspace the task belongs to.
        title:
          type: string
          description: The task's title. Can be an empty string.
        description:
          type: string
          description: The task's body, as plain text or markdown.
        status:
          $ref: '#/components/schemas/TaskStatus'
        priority:
          $ref: '#/components/schemas/TaskPriority'
        isFinished:
          type: boolean
          description: >-
            A done flag kept beside `status`. Heliyos does not derive it from
            `status`: set it yourself when you complete or reopen a task.
        dueDate:
          allOf:
            - $ref: '#/components/schemas/Timestamp'
          description: When the task is due. Absent when none is set.
        assignedUser:
          type: array
          description: The people assigned to the task.
          items:
            $ref: '#/components/schemas/TaskAssignee'
        assignedAgents:
          type: array
          description: The workers assigned to the task.
          items:
            $ref: '#/components/schemas/TaskWorkerAssignment'
        relationships:
          type: array
          description: >-
            The records the task is linked to. In list and get responses each
            entry is hydrated with the record's field values in `data` and its
            object in `schema`.
          items:
            $ref: '#/components/schemas/Relationship'
        currentRunId:
          type: string
          description: The id of the workers' current or last run on the task.
        currentRun:
          $ref: '#/components/schemas/TaskRunState'
        artifactsCount:
          type: integer
          description: Files linked to the task. List and get only.
        agentPaused:
          type: boolean
          description: True when workers are paused on this task. Starting a run clears it.
        agentRun:
          type: object
          additionalProperties: true
          description: >-
            The last note a worker left on the task (`note`, `runId`, `agent`,
            `at`).
        planCheckpoints:
          type: array
          description: >-
            The steps of the workers' plan for the task, each with `id`,
            `title`, `description`, `worker`, `note` and `status` (`pending`,
            `running`, `completed`, `failed` or `skipped`).
          items:
            type: object
            additionalProperties: true
        hubspotTaskId:
          type: string
          description: >-
            The linked HubSpot task id, when the workspace syncs tasks with
            HubSpot.
        metadata:
          $ref: '#/components/schemas/AuditMetadata'
    ErrorEnvelope:
      type: object
      required:
        - message
        - error
      properties:
        message:
          type: string
          description: Same as error.message.
        error:
          type: object
          required:
            - code
            - message
          properties:
            code:
              type: string
              enum:
                - VALIDATION_FAILED
                - UNAUTHENTICATED
                - FORBIDDEN_ACTION
                - NOT_FOUND
                - RATE_LIMITED
                - CONFLICT
                - INTERNAL
            message:
              type: string
            details: {}
    ObjectId:
      type: string
      pattern: ^[0-9a-fA-F]{24}$
      description: A 24-character hexadecimal id.
      example: 66f1a8c3e4b0a1b2c3d4e5f6
    TaskStatus:
      type: string
      enum:
        - backlog
        - in_progress
        - scheduled_for_later
        - on_hold
        - cancelled
        - completed
      description: >
        The task's stage on the board:

        - `backlog`: not started. The default.

        - `in_progress`: being worked on, by a person or by workers.

        - `scheduled_for_later`: a worker set a wake-up for it and will pick it
        up at that time.

        - `on_hold`: waiting on a person or an outside event.

        - `cancelled`: dropped.

        - `completed`: done.
    TaskPriority:
      type: string
      enum:
        - none
        - low
        - medium
        - high
        - urgent
      description: The task's priority. Defaults to `medium`.
    Timestamp:
      type: string
      format: date-time
      description: An ISO 8601 date-time in UTC.
      example: '2026-11-04T09:30:00.000Z'
    TaskAssignee:
      type: object
      description: A person assigned to the task.
      properties:
        id:
          allOf:
            - $ref: '#/components/schemas/ObjectId'
          description: The user's id. Must be a member of the workspace.
        name:
          type: string
          description: The name shown on the task. Stored as sent.
        profilePicture:
          type: string
          nullable: true
          description: An avatar URL shown on the task. Stored as sent.
    TaskWorkerAssignment:
      type: object
      description: A worker assigned to the task.
      properties:
        agentId:
          allOf:
            - $ref: '#/components/schemas/ObjectId'
          description: The worker's id. Must be one of the workspace's workers.
        name:
          type: string
          description: The worker's name, shown on the task. Stored as sent.
        role:
          type: string
          enum:
            - executor
            - reviewer
            - approver
          description: >-
            `executor` does the work, `reviewer` checks it, `approver` signs it
            off.
    Relationship:
      type: object
      description: >-
        A linked resource, hydrated with a short summary so it can be shown
        without another call.
      properties:
        objectId:
          $ref: '#/components/schemas/ObjectId'
        schemaId:
          type: string
          nullable: true
          description: The linked record's object id, when the link points at a record.
        objectType:
          type: string
          nullable: true
          description: >-
            `company`, `people`, `deals`, a custom object type, `task`,
            `interaction` or `meeting`.
        data:
          type: object
          additionalProperties: true
          description: >-
            A summary of the linked resource. For a record, its field values
            (for example `company_name` and `logo`, or `people_name`). For a
            task, `title` and `status`. For an interaction, `subject` and
            `channelType`. Empty when the target no longer exists.
        schema:
          type: object
          nullable: true
          additionalProperties: true
          description: >-
            The linked record's object (`_id`, `name`, `objectType`, `fields`).
            Present on single-resource reads.
    TaskRunState:
      type: object
      description: >-
        The workers' current or last run on the task. Present only when the task
        has had a run, a worker note or a scheduled wake-up.
      properties:
        status:
          type: string
          description: >-
            The run's status, for example `queued`, `running`, `paused`,
            `awaiting_approval` (a worker action waits for review), `waiting`,
            `completed`, `failed` or `stopped`. `stalled` means the run says it
            is running but has written nothing for 20 minutes.
        summary:
          type: string
          description: The last note a worker left on the task.
        planSteps:
          type: integer
          description: Steps in the run's plan.
        completedSteps:
          type: integer
          description: Plan steps completed or skipped.
        artifactsCount:
          type: integer
          description: Files linked to the task.
        lastRunAt:
          allOf:
            - $ref: '#/components/schemas/Timestamp'
          description: When the run last changed.
        hasSchedule:
          type: boolean
          description: True when a worker scheduled a wake-up for the task.
        nextRunReason:
          type: string
          description: Why the worker scheduled the wake-up.
        nextRunAt:
          allOf:
            - $ref: '#/components/schemas/Timestamp'
          description: When the wake-up fires. Absent for a recurring schedule.
    AuditMetadata:
      type: object
      description: Who created and last changed the resource, and when.
      properties:
        created:
          type: object
          properties:
            at:
              $ref: '#/components/schemas/Timestamp'
            by:
              allOf:
                - $ref: '#/components/schemas/ObjectId'
              description: Id of the user (or the API key's owner) who created it.
        updated:
          type: object
          properties:
            at:
              $ref: '#/components/schemas/Timestamp'
            by:
              allOf:
                - $ref: '#/components/schemas/ObjectId'
              description: Id of the user who last changed it.
  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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