> ## 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 watchlist statistics

> Returns counts of the work done on watched companies: linked tasks (and how many are completed),
Autonomous Updates runs, meetings and deals, plus how many watched companies have each account
status and engagement status. When no company is watched, every count is 0 and both status maps are empty.

To list the watched companies themselves, list your companies object's records filtered on
`isAgentAssigned`. Watchers in use and your plan's Watchers limit are on `GET /v1/platform/organization`
(`watchersInUse`, `watchersLimit`).

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


## OpenAPI

````yaml /api-reference/openapi.json get /v1/platform/watchlist/statistics
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/watchlist/statistics:
    get:
      tags:
        - Watchlist
      summary: Get watchlist statistics
      description: >-
        Returns counts of the work done on watched companies: linked tasks (and
        how many are completed),

        Autonomous Updates runs, meetings and deals, plus how many watched
        companies have each account

        status and engagement status. When no company is watched, every count is
        0 and both status maps are empty.


        To list the watched companies themselves, list your companies object's
        records filtered on

        `isAgentAssigned`. Watchers in use and your plan's Watchers limit are on
        `GET /v1/platform/organization`

        (`watchersInUse`, `watchersLimit`).
      operationId: getWatchlistStatistics
      parameters: []
      responses:
        '200':
          description: The watchlist's statistics.
          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/WatchlistStatistics'
              example:
                meta:
                  message: Watchlist statistics retrieved successfully
                data:
                  tasks:
                    total: 48
                    completed: 31
                  totalActions: 126
                  totalMeetings: 19
                  totalDeals: 7
                  accountStatus:
                    customer: 5
                    prospect: 9
                    unknown: 2
                  engagementStatus:
                    active: 8
                    cooling: 3
                    unknown: 5
        '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: the workspace has no companies object.'
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '429':
          description: Rate limited
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
components:
  schemas:
    WatchlistStatistics:
      type: object
      description: Activity across every watched company.
      properties:
        tasks:
          type: object
          description: Tasks linked to a watched company.
          properties:
            total:
              type: integer
              description: Every linked task.
            completed:
              type: integer
              description: Linked tasks with status `completed`.
        totalActions:
          type: integer
          description: >-
            Completed background worker runs (Autonomous Updates) linked to a
            watched company.
        totalMeetings:
          type: integer
          description: Meetings linked to a watched company.
        totalDeals:
          type: integer
          description: >-
            Deal records linked to a watched company, across every deal object
            in the workspace.
        accountStatus:
          type: object
          additionalProperties:
            type: integer
          description: >-
            Watched companies per value of their `account_status` field, keyed
            by the stored option value. Companies without a value count under
            `unknown`. Empty when nothing is watched.
        engagementStatus:
          type: object
          additionalProperties:
            type: integer
          description: >-
            Watched companies per value of their `engagement_status` field,
            keyed by the stored option value. Companies without a value count
            under `unknown`. Empty when nothing is watched.
    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: {}
  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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