> ## 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 worker

> Returns one worker with its full instructions, tools, files and triggers.

> [!NOTE]
>
> In the Heliyos MCP server: [`heliyos_workers_create`](https://docs.heliyos.ai/mcp/tools/workers-triggers-and-tools#heliyos-workers-create), [`heliyos_workers_delete`](https://docs.heliyos.ai/mcp/tools/workers-triggers-and-tools#heliyos-workers-delete), [`heliyos_workers_get`](https://docs.heliyos.ai/mcp/tools/workers-triggers-and-tools#heliyos-workers-get), [`heliyos_workers_list`](https://docs.heliyos.ai/mcp/tools/workers-triggers-and-tools#heliyos-workers-list), [`heliyos_workers_update`](https://docs.heliyos.ai/mcp/tools/workers-triggers-and-tools#heliyos-workers-update).


## OpenAPI

````yaml /api-reference/openapi.json get /v1/platform/agents/{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/agents/{id}:
    get:
      tags:
        - Workers and runs
      summary: Get a worker
      description: >-
        Returns one worker with its full instructions, tools, files and
        triggers.
      operationId: getAgent
      parameters:
        - name: id
          in: path
          required: true
          schema:
            type: string
            pattern: ^[0-9a-fA-F]{24}$
          description: The worker's id.
          example: 6720f3a1b2c3d4e5f6a7b8c9
      responses:
        '200':
          description: The worker.
          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/Worker'
              example:
                meta:
                  message: Successful request
                data:
                  _id: 6720f3a1b2c3d4e5f6a7b8c9
                  organizationId: 66a0f1e2d3c4b5a697887766
                  name: Account researcher
                  type: custom
                  isActive: true
                  icon: search
                  isExcluded: false
                  description: >-
                    Researches a company before a first call and writes a brief
                    on the record.
                  instructions: >-
                    When a meeting is booked with a new company, research it and
                    add a note with its products, recent news and likely
                    priorities.
                  toolName: account_researcher
                  toolNames:
                    - web_search
                  actionIds: []
                  toolPolicy:
                    readOnly: false
                  memory:
                    enabled: true
                  resources:
                    scope: everything
                    allKbFiles: true
                    linkedKbFileIds: []
                    fileIds: []
                  triggers:
                    - type: event
                      events:
                        - meeting.booked
                      source: user
                    - type: scheduled
                      match:
                        schedule: 0 8 * * 1
                        timezone: Europe/Berlin
                      dependencies: []
                      source: user
                  runtime: sandbox
                  metadata:
                    created:
                      at: '2026-10-12T14:00:00.000Z'
                      by: 66a0f1e2d3c4b5a697881111
                    updated:
                      at: '2026-11-01T09:20:00.000Z'
                      by: 66a0f1e2d3c4b5a697881111
                  createdAt: '2026-10-12T14:00:00.000Z'
                  updatedAt: '2026-11-01T09:20:00.000Z'
        '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: no worker 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:
    Worker:
      type: object
      properties:
        _id:
          $ref: '#/components/schemas/ObjectId'
        organizationId:
          allOf:
            - $ref: '#/components/schemas/ObjectId'
          description: The workspace the worker belongs to.
        name:
          type: string
          description: The worker's name, unique in the workspace.
        type:
          type: string
          enum:
            - default
            - custom
          description: >-
            `default`: built into every workspace. Only its instructions,
            description, icon, active flag, memory and its own triggers can
            change, and it cannot be deleted. `custom`: created by you, fully
            editable and deletable.
        isActive:
          type: boolean
          description: >-
            `false` pauses the worker: nothing starts it and Heliyos does not
            call it.
        icon:
          type: string
          description: The icon the Heliyos app shows for the worker.
        isExcluded:
          type: boolean
          description: >-
            `true` for older built-in workers that run on a separate pipeline.
            They are listed for reference, and Heliyos never calls them.
        description:
          type: string
          description: >-
            One line that tells Heliyos (and people) what the worker is for.
            Heliyos reads it to decide when to call the worker.
        instructions:
          type: string
          description: What the worker does and how, in Markdown.
        toolName:
          type: string
          description: >-
            The stable snake_case name Heliyos calls the worker by. Set on
            create and never changed.
        toolNames:
          type: array
          description: The built-in tools the worker may use, by name.
          items:
            type: string
        actionIds:
          type: array
          description: The workspace actions the worker may run.
          items:
            $ref: '#/components/schemas/ObjectId'
        toolPolicy:
          type: object
          description: Limits on what the worker may do.
          properties:
            readOnly:
              type: boolean
              description: '`true`: the worker may read but never change data.'
        memory:
          type: object
          properties:
            enabled:
              type: boolean
              description: '`true`: the worker keeps memory across runs.'
        resources:
          $ref: '#/components/schemas/WorkerResources'
        triggers:
          type: array
          description: >-
            What starts the worker. An empty list means it only runs when
            Heliyos or a person calls it.
          items:
            $ref: '#/components/schemas/WorkerTrigger'
        schedule:
          type: object
          description: Legacy cron list. Schedules live on `scheduled` triggers now.
          properties:
            cron:
              type: array
              items:
                type: string
              description: 5-field cron expressions.
        runtime:
          type: string
          enum:
            - sandbox
            - light
          description: How Heliyos runs the worker. Set by Heliyos, read-only.
        metadata:
          $ref: '#/components/schemas/AuditMetadata'
        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
    WorkerResources:
      type: object
      description: The knowledge files the worker reads.
      properties:
        scope:
          type: string
          enum:
            - everything
            - org_knowledge
            - account_files
            - selected_files
          description: >
            The file scope picked in the Heliyos app: `everything` (the
            default), `org_knowledge`

            (knowledge base files), `account_files` (files on records) or
            `selected_files` (files you

            pick). Which knowledge base files the worker reads is set by
            `allKbFiles` and

            `linkedKbFileIds`.
        allKbFiles:
          type: boolean
          description: >-
            `true` links every knowledge base file of the workspace. When
            absent, every file is linked unless `linkedKbFileIds` names some.
        linkedKbFileIds:
          type: array
          maxItems: 1000
          description: >-
            Knowledge base files linked to the worker. Each must be a file of
            this workspace. Up to 1,000.
          items:
            $ref: '#/components/schemas/ObjectId'
        fileIds:
          type: array
          maxItems: 1000
          description: >-
            Other files picked for the worker. Each must be a file of this
            workspace. Up to 1,000.
          items:
            $ref: '#/components/schemas/ObjectId'
    WorkerTrigger:
      type: object
      description: >-
        A stored trigger. Event subscriptions are stored as `event`, schedules
        as `scheduled`.
      properties:
        type:
          type: string
          description: >-
            `task_created`, `mention`, `event`, `scheduled` or `playground`.
            Workers saved long ago can still show `webhook` or `schedule`.
        source:
          type: string
          enum:
            - default
            - user
          description: >-
            `default`: built into a default worker. It stays when you change the
            worker's triggers. `user`: added by a person or the API, removable.
        events:
          type: array
          description: '`event` triggers: the subscribed event names.'
          items:
            type: string
        match:
          type: object
          additionalProperties: true
          description: Conditions and timing, as in the trigger input.
        dependencies:
          type: array
          description: Workers that must finish first.
          items:
            $ref: '#/components/schemas/ObjectId'
    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.
    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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