> ## 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.

# Timeline and activity

> 4 tools: heliyos_records_timeline, heliyos_records_events, heliyos_interactions_list, heliyos_interactions_get.

| Tool | What it does | Kind |
| - | - | - |
| [`heliyos_records_timeline`](#heliyos-records-timeline) | Read a record's timeline | Read |
| [`heliyos_records_events`](#heliyos-records-events) | Read a record's change history | Read |
| [`heliyos_interactions_list`](#heliyos-interactions-list) | List emails and meetings | Read |
| [`heliyos_interactions_get`](#heliyos-interactions-get) | Get an email or meeting | Read |

Every tool on this page only reads.

## Read a record's timeline

`heliyos_records_timeline` · **Read** · Idempotent

Returns the AI-written timeline of one record (company, person or deal): the record's current relationship summary and dated entries describing what happened (emails, meetings, deal moves), newest first. Use it to brief yourself on an account before acting. For the raw audit trail of field changes use heliyos\_records\_events; for the emails and meetings themselves use heliyos\_interactions\_list. Returns structuredContent \{record\_id, summary, entries, next\_cursor}.

### Inputs

**record\_id** `string` *required*

record\_id: a 24-character hex id. A 24-character hex id.

**limit** `integer` (default: 20)

Entries per page, 1 to 100. Default 20. From 1 to 100.

**cursor** `string`

next\_cursor from the previous page, with the same limit. Omit for the first page. Up to 200 characters.

**response\_format** `string` (default: concise)

"concise" (default) returns each entry cut at 300 characters; "detailed" returns full entry text. One of `concise`, `detailed`.

### Returns

A readable text summary, plus `structuredContent` with `record_id`, `summary`, `entries`, `total`, `next_cursor`.

### API endpoints

* [List timeline entries](https://docs.heliyos.ai/api-reference/timeline/list-timeline-entries.md) · `GET /v1/platform/records/{id}/timeline`

## Read a record's change history

`heliyos_records_events` · **Read** · Idempotent

Returns the audit trail of one record: who changed what and when (people and workers), newest first, each with a one-line change summary. Filter by operation type, event type, date range or text. "detailed" adds the paths of the changed fields. Use heliyos\_records\_timeline instead for a narrative of the relationship. Returns structuredContent \{events:\[\{id, at, operation\_type, actor, change\_summary}], next\_cursor}.

### Inputs

**record\_id** `string` *required*

record\_id: a 24-character hex id. A 24-character hex id.

**operation\_types** `string[]`

Only these operations: CREATE, UPDATE, DELETE. Up to 3 items.

**event\_types** `string[]`

Only these event types: AUDIT (field changes), INTERACTION (emails, meetings), ENRICHMENT. Up to 3 items.

**since** `string`

since as an ISO 8601 date (2026-03-01) or date-time (2026-03-01T09:00:00Z). Up to 40 characters.

**until** `string`

Only events at or before this date; a date alone includes that whole day (UTC). Up to 40 characters.

**search** `string`

Plain words matched against the change summaries. Symbols such as + ( ) \[ ] \* ? can cause an error. Up to 200 characters.

**limit** `integer` (default: 20)

Events per page, 1 to 100. Default 20. From 1 to 100.

**cursor** `string`

next\_cursor from the previous page, with the same limit. Omit for the first page. Up to 200 characters.

**response\_format** `string` (default: concise)

"concise" (default) returns one line per change; "detailed" returns the changed field paths too. One of `concise`, `detailed`.

### Returns

A readable text summary, plus `structuredContent` with `events`, `next_cursor`.

### API endpoints

* [List record events](https://docs.heliyos.ai/api-reference/activities/list-record-events.md) · `GET /v1/platform/records/{id}/events`

## List emails and meetings

`heliyos_interactions_list` · **Read** · Idempotent

Lists synced emails and meetings, newest first, optionally only those linked to one record (record\_id) or of one channel. Each has its subject or title, time, AI summary and the records it is linked to. "detailed" adds participants and next steps; heliyos\_interactions\_get returns one with its full summary. Order with `sort`. Returns structuredContent \{interactions:\[\{id, channel, title, at, summary, record\_ids}], next\_cursor}.

### Inputs

**record\_id** `string`

Only interactions linked to this record (company, person or deal). A 24-character hex id.

**channel** `string`

Only emails or only meetings. One of `email`, `meeting`.

**search** `string`

Plain words matched against subjects, titles and summaries. Symbols such as + ( ) \[ ] \* ? can cause an error. Up to 200 characters.

**sort** `object`

Sort order. Omit for newest first. With a sort, next\_cursor is a page cursor from this tool; pass it back unchanged.

**properties**

**field** `string` *required*

last\_message (newest email thread message), start\_time (meeting start) or created\_at (when it was synced). One of `last_message`, `start_time`, `created_at`.

**direction** `string` (default: desc)

"asc" or "desc" (default). One of `asc`, `desc`.

**limit** `integer` (default: 20)

Interactions per page, 1 to 100. Default 20. From 1 to 100.

**cursor** `string`

next\_cursor from the previous page, with the same limit. Omit for the first page. Up to 200 characters.

**response\_format** `string` (default: concise)

"concise" (default) returns subject, time and a summary cut at 300 characters; "detailed" returns the full summary, participants and next steps. One of `concise`, `detailed`.

### Returns

A readable text summary, plus `structuredContent` with `interactions`, `next_cursor`.

### API endpoints

* [List interactions](https://docs.heliyos.ai/api-reference/interactions/list-interactions.md) · `GET /v1/platform/interactions`

## Get an email or meeting

`heliyos_interactions_get` · **Read** · Idempotent

Fetches one synced email thread or meeting by id (from heliyos\_interactions\_list or heliyos\_records\_timeline): subject or title, time, the AI summary, sentiment, the records it is linked to, participants and next steps. "concise" cuts the summary; "detailed" returns all of it. Returns structuredContent \{interaction}.

### Inputs

**interaction\_id** `string` *required*

interaction\_id: a 24-character hex id. A 24-character hex id.

**response\_format** `string` (default: concise)

"concise" (default) returns the summary cut at 300 characters; "detailed" returns the full summary, participants and next steps. One of `concise`, `detailed`.

### Returns

A readable text summary, plus `structuredContent` with `interaction`.

### API endpoints

* [Get an interaction](https://docs.heliyos.ai/api-reference/interactions/get-an-interaction.md) · `GET /v1/platform/interactions/{id}`


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