# Summation > Summation is an AI analyst that helps you monitor your business, get insights you can trust, plan and forecast, and automate recurring work. ## Documentation ### Get started - [What is Summation?](https://docs.summation.com/introduction.md): Summation is an AI analyst that helps you monitor your business, get insights you can trust, plan and forecast, and automate recurring work. - [Connect your data](https://docs.summation.com/get-started/connect-your-data.md): Connect a warehouse or upload a file to give Addison the data it needs to identify insights across your business. - [Create your first analysis](https://docs.summation.com/get-started/first-artifact.md): Ask Addison a question, create a report, and check the result. - [Refine your business context](https://docs.summation.com/get-started/build-your-context.md): Add definitions and corrections from your analysis so future work reflects how your business operates. - [Automate your first workflow](https://docs.summation.com/get-started/first-workflow.md): Schedule automatic delivery of what you just built, so your team receives it without manual rework. ### Key concepts - [Addison](https://docs.summation.com/features/addison.md): Summation's AI analyst that handles your recurring work and generates insights you can trust. - [Projects](https://docs.summation.com/features/projects.md): Give your team a shared workspace where everyone generates analysis from the same governed data and definitions. - [Workflows](https://docs.summation.com/features/workflows.md): Automate your recurring work on a schedule. - [Applications](https://docs.summation.com/features/applications.md): Purpose-built apps for specific jobs, built on governed context. - [Knowledge](https://docs.summation.com/features/knowledge.md): Governed context shared across your team's analysis - [Skills](https://docs.summation.com/features/skills.md): Teach Addison how your team does a particular job, so every run follows the same steps. ### Artifacts - [Verified Artifacts](https://docs.summation.com/features/artifacts.md): Verified analysis you can share confidently. - [Verification](https://docs.summation.com/features/artifacts/verification.md): How Summation checks an artifact's accuracy before you share it. - [Reports](https://docs.summation.com/features/artifacts/reports.md): Executive-ready documents, verified and ready to share. - [Dashboards](https://docs.summation.com/features/artifacts/dashboards.md): A live view of your key metrics to understand your business at a glance. - [Decks](https://docs.summation.com/features/artifacts/decks.md): Convert analysis into presentation-ready slides automatically. - [Playbooks](https://docs.summation.com/features/artifacts/playbooks.md): Define an analysis once, and rerun it with a single click. - [Excel](https://docs.summation.com/features/artifacts/excel.md): Modify and verify Excel files directly in Summation. - [HTML](https://docs.summation.com/features/artifacts/html.md): A polished page you can share with anyone. ### Tables - [Tables](https://docs.summation.com/features/tables.md): The data every report, dashboard, and chat in Summation reads from. - [Data table](https://docs.summation.com/features/tables/data.md): Keep reference and master data in Summation itself, without importing or computing it. - [Source table](https://docs.summation.com/features/tables/source.md): Land a CSV in the data grid so it can be queried, described, and used like any other table. - [Calculation table](https://docs.summation.com/features/tables/calculation.md): Turn a query you keep rewriting into a table everyone can read from. - [Dimension table](https://docs.summation.com/features/tables/dimension.md): Define a categorization once, and have every table that references it resolve to the same values. - [Views](https://docs.summation.com/features/tables/views.md): Save a pivot over a table once, and everyone gets the same live slice of the data. ### Connectors - [Connectors](https://docs.summation.com/features/connectors.md): Bring your warehouses, databases, cloud storage, and the apps your team already uses into Summation. - [Apps](https://docs.summation.com/features/connectors/apps.md): Connect the tools your team already uses. - [Snowflake](https://docs.summation.com/features/connectors/snowflake.md): Connect Summation to a Snowflake account. - [BigQuery](https://docs.summation.com/features/connectors/bigquery.md): Connect Summation to a Google BigQuery project. - [Databricks](https://docs.summation.com/features/connectors/databricks.md): Connect Summation to Databricks via SQL Warehouse, Spark Connect, or direct Delta Lake. - [Postgres](https://docs.summation.com/features/connectors/postgres.md): Connect Summation to a PostgreSQL database. - [Redshift](https://docs.summation.com/features/connectors/redshift.md): Connect Summation to an Amazon Redshift data warehouse. - [MySQL](https://docs.summation.com/features/connectors/mysql.md): Connect Summation to a MySQL database. - [SQL Server](https://docs.summation.com/features/connectors/mssql.md): Connect Summation to a Microsoft SQL Server database. - [ClickHouse](https://docs.summation.com/features/connectors/clickhouse.md): Connect Summation to ClickHouse, including ClickHouse Cloud. - [MongoDB](https://docs.summation.com/features/connectors/mongodb.md): Connect Summation to MongoDB Atlas or a self-managed MongoDB deployment. - [Oracle](https://docs.summation.com/features/connectors/oracle.md): Connect Summation to an Oracle Database, including Oracle Autonomous Database. - [MotherDuck](https://docs.summation.com/features/connectors/motherduck.md): Connect Summation to a MotherDuck (hosted DuckDB) database. - [REST API](https://docs.summation.com/features/connectors/http.md): Connect Summation to JSON REST APIs using OAuth2, Basic auth, custom headers, or no authentication. - [Datadog](https://docs.summation.com/features/connectors/datadog.md): Import filtered logs, metrics, monitors, and log aggregates as typed Summation tables. - [S3](https://docs.summation.com/features/connectors/s3.md): Connect Summation to AWS S3 to read Parquet, CSV, and JSON files. - [Apache Iceberg](https://docs.summation.com/features/connectors/iceberg.md): Connect Summation to Apache Iceberg tables in an AWS Glue catalog or an S3 warehouse. - [AWS Glue](https://docs.summation.com/features/connectors/glue.md): Connect Summation to Iceberg, Parquet, and CSV tables registered in AWS Glue. - [GCS](https://docs.summation.com/features/connectors/gcs.md): Connect Summation to Google Cloud Storage to read Parquet, CSV, JSON, JSONL, and TSV files. - [Google Sheets](https://docs.summation.com/features/connectors/google-sheets.md): Connect a Google Sheets workbook and materialize each selected worksheet as a typed Summation table. - [GitHub](https://docs.summation.com/features/connectors/github.md): Connect Summation to GitHub repositories and issues. ### Agent integrations - [Claude Plugin](https://docs.summation.com/integrations/claude-plugin.md): Hand data work to Summation's AI analyst without leaving Claude: generate and validate reports, and explore your catalog in place. - [Codex Plugin](https://docs.summation.com/integrations/codex-plugin.md): Hand data work to Summation's AI analyst inside OpenAI Codex, in the CLI or the app, with one browser approval. - [MCP Server](https://docs.summation.com/integrations/mcp-server.md): Give any MCP-capable agent a curated, non-destructive set of data tools over your Summation workspace. ## Use cases - [Use cases](https://docs.summation.com/use-cases/overview.md): Choose a common goal or start from a concrete example of analytical work you can adapt. ### Outcomes - [Monitor your business](https://docs.summation.com/use-cases/monitor-your-business.md): Keep track of what changed in your business, what drove it, and what needs attention. - [Get verified insights](https://docs.summation.com/use-cases/get-verified-insight.md): Ask a business question, investigate the answer, and trace the important findings back to their sources. - [Forecast and plan](https://docs.summation.com/use-cases/forecast-and-plan.md): Build a forecast, make its assumptions visible, and compare scenarios in an editable Excel model. - [Automate recurring work](https://docs.summation.com/use-cases/automate-recurring-work.md): Ask Addison to build a recurring workflow, or turn an existing analysis into work your team can repeat. ### Examples - [Prepare a weekly business review](https://docs.summation.com/use-cases/templates/weekly-business-review.md): A two-page read on one team's week, built from operating data against plan and the prior week, then delivered on schedule. - [Prepare a monthly business review](https://docs.summation.com/use-cases/templates/monthly-business-review.md): A five-page review of a closed month, built from the P&L, operating drivers and customer data, then delivered after every close. - [Turn a business review into a deck](https://docs.summation.com/use-cases/templates/business-review-deck.md): An exec-ready deck built from a review you've already published: same order, same numbers, a finding in every title. - [Build a driver-based forecast](https://docs.summation.com/use-cases/templates/forecast-model.md): A live-formula Excel workbook that forecasts revenue and margin from your measured drivers, checks itself against closed months, and reruns each close. - [Monitor operational performance](https://docs.summation.com/use-cases/templates/operational-kpi-dashboard.md): A live dashboard of headline metrics against plan and target, the trend behind each, and the bridge that shows which part of the business owns the gap. - [Catch anomalies before the review does](https://docs.summation.com/use-cases/templates/anomaly-detection.md): A weekly report that flags the biggest changes, keeps ongoing issues visible, and tells you what it could not check. ## API ### Introduction - [Overview](https://docs.summation.com/api/overview.md): Summation's public REST API for OpenAPI-described access to projects, catalog, queries, conversations, artifacts, files, connections, and workflows. - [CLI](https://docs.summation.com/api/cli.md): sumcli: Summation's command-line client for scripting, automation, and agent workflows over the public API. - [Authentication](https://docs.summation.com/api/authentication.md): Get a bearer token for the Summation API: device login for people, machine-to-machine credentials for automation. - [Conventions](https://docs.summation.com/api/conventions.md): Errors, streaming, pagination, and rate limits: the behaviors that hold across every Summation API endpoint. - [API coverage](https://docs.summation.com/api/coverage.md): What the public API covers today, and which product capabilities are still app-only. ### Resources - [Conversations](https://docs.summation.com/api/conversations.md): Chat with Addison over the API: start conversations, stream responses, recover dropped streams, and submit feedback. - [Projects & files](https://docs.summation.com/api/projects-and-files.md): Create and manage projects, move files in and out, and attach catalog entries over the API. - [Reports](https://docs.summation.com/api/reports.md): Generate, verify, and export reports over the API. - [Playbooks & schedules](https://docs.summation.com/api/playbooks-and-schedules.md): List playbooks and drive recurring runs over the API. - [Workflows](https://docs.summation.com/api/workflows.md): Author, activate, and run workflow graphs over the API: full-replace writes, optimistic concurrency, and real deliveries. - [Tables & views](https://docs.summation.com/api/tables.md): Read, write, and compute Summation tables and views over the API. - [Connections](https://docs.summation.com/api/connections.md): Create, test, and browse data and app connections over the API, including the key names that trip people up. ### Endpoints One page per endpoint, generated from the OpenAPI contract at https://api.summation.com/openapi.json and grouped by area. #### App Connectors - [Delete app connection](https://docs.summation.com/api-reference/app-connectors/delete-app-connection.md): `DELETE /v1/connections/app/{connection_id}` — Delete an app connection. - [Disconnect app connection](https://docs.summation.com/api-reference/app-connectors/disconnect-app-connection.md): `POST /v1/connections/app/{connection_id}/disconnect` — Disconnect an app connection, revoking the agent's access to its tools. - [List app connections](https://docs.summation.com/api-reference/app-connectors/list-app-connections.md): `GET /v1/connections/app` — List the caller's app connector connections — external apps whose tools the agent can use. - [List app connector tools](https://docs.summation.com/api-reference/app-connectors/list-app-connector-tools.md): `GET /v1/connections/app/catalog/{app_key}/tools` — List the tools an app connector exposes (slug, name, description) — what the agent could call once the app is connected… - [List available app connectors](https://docs.summation.com/api-reference/app-connectors/list-available-app-connectors.md): `GET /v1/connections/app/catalog` — List the app connectors available to connect, with provider, display name, and whether each is coming soon. - [Show app connection](https://docs.summation.com/api-reference/app-connectors/show-app-connection.md): `GET /v1/connections/app/{connection_id}` — Show one app connector connection by id. - [Update app connection](https://docs.summation.com/api-reference/app-connectors/update-app-connection.md): `PATCH /v1/connections/app/{connection_id}` — Enable or disable an app connection for chat — controls whether the agent may use its tools. #### Auth - [Clear client credentials](https://docs.summation.com/api-reference/auth/clear-client-credentials.md): `POST /v1/auth/logout` — Signal the client to discard its cached access token. - [Create a machine access token](https://docs.summation.com/api-reference/auth/create-a-machine-access-token.md): `POST /v1/auth/m2m/token` — Exchange machine credentials for a bearer access token. - [Show current identity](https://docs.summation.com/api-reference/auth/show-current-identity.md): `GET /v1/auth/status` — Show the authenticated identity: org, tenant, client id, and granted scopes. - [Show current identity](https://docs.summation.com/api-reference/auth/show-current-identity.md): `GET /v1/me` — Show the authenticated identity: org, tenant, client id, and granted scopes. #### Catalog Entries - [Attach table or view to project catalog](https://docs.summation.com/api-reference/catalog-entries/attach-table-or-view-to-project-catalog.md): `POST /v1/projects/{project_id}/catalog-entries` — Attach a table or view to a project's catalog so the Summation agent can use it in that project. - [Detach project catalog entry](https://docs.summation.com/api-reference/catalog-entries/detach-project-catalog-entry.md): `DELETE /v1/projects/{project_id}/catalog-entries/{catalog_entry_id}` — Detach a project catalog entry, removing the table or view from the project's catalog. - [List project catalog entries](https://docs.summation.com/api-reference/catalog-entries/list-project-catalog-entries.md): `GET /v1/projects/{project_id}/catalog-entries` — List the tables and views attached to a project's catalog — the data the Summation agent can see and analyze in that pr… - [Refresh project catalog entry](https://docs.summation.com/api-reference/catalog-entries/refresh-project-catalog-entry.md): `POST /v1/projects/{project_id}/catalog-entries/{catalog_entry_id}/refreshes` — Refresh a catalog entry's schema and metadata from its source table or view (use after the source's columns change). - [Show project catalog entry](https://docs.summation.com/api-reference/catalog-entries/show-project-catalog-entry.md): `GET /v1/projects/{project_id}/catalog-entries/{catalog_entry_id}` — Show one project catalog entry by its id. #### Conversations - [Create conversation and stream response](https://docs.summation.com/api-reference/conversations/create-conversation-and-stream-response.md): `POST /v1/projects/{project_id}/conversations` — Start a conversation with the Summation analyst agent and stream its reply. - [Create message and stream response](https://docs.summation.com/api-reference/conversations/create-message-and-stream-response.md): `POST /v1/projects/{project_id}/conversations/{chat_id}/messages` — Send a follow-up message in an existing conversation and stream the agent's reply as Server-Sent Events (same event sha… - [List chat models](https://docs.summation.com/api-reference/conversations/list-chat-models.md): `GET /v1/chat-models` — List the chat models this caller may select for analyst conversations, plus the accepted reasoning-effort levels. - [List conversations](https://docs.summation.com/api-reference/conversations/list-conversations.md): `GET /v1/projects/{project_id}/conversations` — List conversations (chats with the Summation analyst agent) in a project, newest first. - [Show conversation](https://docs.summation.com/api-reference/conversations/show-conversation.md): `GET /v1/projects/{project_id}/conversations/{chat_id}` — Show one conversation's metadata and messages. - [Stream message events](https://docs.summation.com/api-reference/conversations/stream-message-events.md): `GET /v1/projects/{project_id}/conversations/{chat_id}/messages/{message_id}/events` — Re-stream the Server-Sent Events of an existing message — use to resume watching a reply after a dropped connection. - [Submit message feedback](https://docs.summation.com/api-reference/conversations/submit-message-feedback.md): `POST /v1/projects/{project_id}/conversations/{chat_id}/messages/{message_id}/feedback` — Record thumbs-up or thumbs-down feedback for an assistant message in a conversation. #### Data Connectors - [Attach connection datasets](https://docs.summation.com/api-reference/data-connectors/attach-connection-datasets.md): `POST /v1/connections/data/{connection_id}/datasets` — Attach source tables from a connected data source as datasets, making them available for analysis and queries. - [Browse connection resources](https://docs.summation.com/api-reference/data-connectors/browse-connection-resources.md): `POST /v1/connections/data/{connection_id}/resources` — List the databases, schemas, and tables reachable inside a connection's source system. - [Create connection](https://docs.summation.com/api-reference/data-connectors/create-connection.md): `POST /v1/connections/data` — Create a data connection to an external source (e.g. Postgres, Snowflake). - [Delete connection](https://docs.summation.com/api-reference/data-connectors/delete-connection.md): `DELETE /v1/connections/data/{connection_id}` — Delete a connection. - [Detach connection dataset](https://docs.summation.com/api-reference/data-connectors/detach-connection-dataset.md): `DELETE /v1/connections/data/{connection_id}/datasets/{dataset_id}` — Detach a dataset from this connection, removing it from analysis and queries. - [List connection datasets](https://docs.summation.com/api-reference/data-connectors/list-connection-datasets.md): `GET /v1/connections/data/{connection_id}/datasets` — List the datasets attached to this connection. - [List connections](https://docs.summation.com/api-reference/data-connectors/list-connections.md): `GET /v1/connections/data` — List the organization's data connections. - [List connector types](https://docs.summation.com/api-reference/data-connectors/list-connector-types.md): `GET /v1/connections/data/types` — List every connector type and the exact ``config`` and ``secrets`` keys it accepts. - [List snapshot runs](https://docs.summation.com/api-reference/data-connectors/list-snapshot-runs.md): `GET /v1/connections/data/{connection_id}/snapshots` — List this connection's recent snapshot runs, newest first. - [Show connection](https://docs.summation.com/api-reference/data-connectors/show-connection.md): `GET /v1/connections/data/{connection_id}` — Show one connection's configuration (without secrets) and status. - [Show connector type](https://docs.summation.com/api-reference/data-connectors/show-connector-type.md): `GET /v1/connections/data/types/{connector_type}` — Show one connector type's ``config`` and ``secrets`` keys, plus a ready-to-send create example. - [Snapshot dataset](https://docs.summation.com/api-reference/data-connectors/snapshot-dataset.md): `POST /v1/connections/data/{connection_id}/datasets/{dataset_id}/snapshots` — Take a snapshot of a dataset now — copy its current source data into Summation's lakehouse so downstream tables (e.g. c… - [Test connection](https://docs.summation.com/api-reference/data-connectors/test-connection.md): `POST /v1/connections/data/{connection_id}/tests` — Verify a connection can reach its source with the stored credentials. - [Update connection](https://docs.summation.com/api-reference/data-connectors/update-connection.md): `PATCH /v1/connections/data/{connection_id}` — Update a connection's settings or rotate its secrets. - [Update connection dataset](https://docs.summation.com/api-reference/data-connectors/update-connection-dataset.md): `PATCH /v1/connections/data/{connection_id}/datasets/{dataset_id}` — Rename a dataset or change its description. #### Files - [Create a presigned upload](https://docs.summation.com/api-reference/files/create-a-presigned-upload.md): `POST /v1/projects/{project_id}/files/uploads` — Mint a short-lived presigned upload for large files (e.g. a multi-hundred-MB CSV) — the bytes go directly to storage, n… - [Delete file](https://docs.summation.com/api-reference/files/delete-file.md): `DELETE /v1/projects/{project_id}/files/{file_id}` — Delete a file. - [Download file content](https://docs.summation.com/api-reference/files/download-file-content.md): `GET /v1/projects/{project_id}/files/{file_id}/content` — Download a file's raw bytes by id (binary-safe). - [Finalize a presigned upload](https://docs.summation.com/api-reference/files/finalize-a-presigned-upload.md): `POST /v1/projects/{project_id}/files/uploads/{upload_id}/finalize` — Register a completed upload as a workspace file at ``path``, with the same versioning as a direct write. - [Import file through agent workflow](https://docs.summation.com/api-reference/files/import-file-through-agent-workflow.md): `POST /v1/projects/{project_id}/files/{file_id}/imports` — Import an uploaded file (e.g. CSV) into the project as analyzable data, streaming progress as Server-Sent Events until … - [List or search files](https://docs.summation.com/api-reference/files/list-or-search-files.md): `GET /v1/projects/{project_id}/files` — List a project's files, or search them when ``q`` is given. - [Show file](https://docs.summation.com/api-reference/files/show-file.md): `GET /v1/projects/{project_id}/files/{file_id}` — Show one file by id: its metadata (path, size, timestamps) and text ``content``. - [Write file content](https://docs.summation.com/api-reference/files/write-file-content.md): `PUT /v1/projects/{project_id}/files/content` — Create or overwrite a file in a project's workspace at the given path. #### Grid - [Create grid table](https://docs.summation.com/api-reference/grid/create-grid-table.md): `POST /v1/grid/tables` — Create a grid table. - [Materialize calculation table](https://docs.summation.com/api-reference/grid/materialize-calculation-table.md): `POST /v1/grid/tables/{table_id}/materialize` — Materialize a calculation table for the first time, running its defining query into a materialized table. - [Show grid diff](https://docs.summation.com/api-reference/grid/show-grid-diff.md): `GET /v1/grid/diff` — Return table synchronization status rows for comparing desired grid state with current materialized state. - [Show grid status](https://docs.summation.com/api-reference/grid/show-grid-status.md): `GET /v1/grid/status` — List materialized table synchronization status. - [Show table lineage](https://docs.summation.com/api-reference/grid/show-table-lineage.md): `GET /v1/grid/tables/{table_id}/lineage` — Fetch lineage for a table, including upstream and downstream relationships when available. - [Synchronize materialized table](https://docs.summation.com/api-reference/grid/synchronize-materialized-table.md): `POST /v1/grid/tables/{table_id}/synchronizations` — Start synchronization for a single materialized table. - [Validate grid](https://docs.summation.com/api-reference/grid/validate-grid.md): `GET /v1/grid/validation` — Validate materialized grid state by returning unhealthy table synchronization rows. #### Playbooks - [List playbooks](https://docs.summation.com/api-reference/playbooks/list-playbooks.md): `GET /v1/projects/{project_id}/playbooks` — List a project's playbooks — saved, parameterizable analysis workflows that schedules can run on a cadence. - [Show playbook](https://docs.summation.com/api-reference/playbooks/show-playbook.md): `GET /v1/projects/{project_id}/playbooks/{playbook_id}` — Show one playbook's definition by id. #### Projects - [Create project](https://docs.summation.com/api-reference/projects/create-project.md): `POST /v1/projects` — Create a project — the workspace that scopes conversations, reports, playbooks, files, and catalog entries. - [Delete project](https://docs.summation.com/api-reference/projects/delete-project.md): `DELETE /v1/projects/{project_id}` — Archive (soft-delete) a project. - [List projects](https://docs.summation.com/api-reference/projects/list-projects.md): `GET /v1/projects` — List projects in the caller's organization, with names and ids. - [Show default project](https://docs.summation.com/api-reference/projects/show-default-project.md): `GET /v1/projects/default` — Show the caller's default project, creating it if one does not exist yet. - [Show project](https://docs.summation.com/api-reference/projects/show-project.md): `GET /v1/projects/{project_id}` — Show one project's details by id. - [Update project](https://docs.summation.com/api-reference/projects/update-project.md): `PATCH /v1/projects/{project_id}` — Rename a project, update its description, or change its sharing setting. #### Query Executions - [Execute read-only SQL query](https://docs.summation.com/api-reference/query-executions/execute-read-only-sql-query.md): `POST /v1/query-executions` — Execute read-only SQL and return rows synchronously. #### Reports - [Delete report](https://docs.summation.com/api-reference/reports/delete-report.md): `DELETE /v1/projects/{project_id}/reports/{report_id}` — Delete a report. - [Export report content](https://docs.summation.com/api-reference/reports/export-report-content.md): `GET /v1/projects/{project_id}/reports/{report_id}/content` — Fetch a report's content in the requested ``format``: raw stored bytes, portable markdown, or rendered PDF/DOCX binarie… - [Generate report and stream response](https://docs.summation.com/api-reference/reports/generate-report-and-stream-response.md): `POST /v1/projects/{project_id}/reports/generations` — Generate a report from a prompt using the Summation analyst agent, streaming progress as Server-Sent Events until the r… - [List reports](https://docs.summation.com/api-reference/reports/list-reports.md): `GET /v1/projects/{project_id}/reports` — List reports in a project, newest first, as ``items`` with ``total``. - [Show report](https://docs.summation.com/api-reference/reports/show-report.md): `GET /v1/projects/{project_id}/reports/{report_id}` — Show one report's metadata and status by id. - [Verify report and stream response](https://docs.summation.com/api-reference/reports/verify-report-and-stream-response.md): `POST /v1/projects/{project_id}/reports/{report_id}/verifications` — Run verification on a report — each claim is checked against its cited sources — streaming verdict events as Server-Sen… #### Schedules - [Create schedule](https://docs.summation.com/api-reference/schedules/create-schedule.md): `POST /v1/schedules` — Create a schedule for a supported Summation resource. - [Delete schedule](https://docs.summation.com/api-reference/schedules/delete-schedule.md): `DELETE /v1/schedules/{schedule_id}` — Delete a schedule and stop future scheduled runs. - [List schedule runs](https://docs.summation.com/api-reference/schedules/list-schedule-runs.md): `GET /v1/schedules/{schedule_id}/runs` — List recent runs for a schedule. - [List schedules](https://docs.summation.com/api-reference/schedules/list-schedules.md): `GET /v1/schedules` — List schedules for supported Summation resources. - [Pause schedule](https://docs.summation.com/api-reference/schedules/pause-schedule.md): `POST /v1/schedules/{schedule_id}/pause` — Pause a schedule so it does not create future runs until resumed. - [Resume schedule](https://docs.summation.com/api-reference/schedules/resume-schedule.md): `POST /v1/schedules/{schedule_id}/resume` — Resume a paused schedule. - [Run schedule now](https://docs.summation.com/api-reference/schedules/run-schedule-now.md): `POST /v1/schedules/{schedule_id}/runs` — Trigger one immediate run for a schedule. - [Show schedule](https://docs.summation.com/api-reference/schedules/show-schedule.md): `GET /v1/schedules/{schedule_id}` — Show a schedule by id. - [Update schedule](https://docs.summation.com/api-reference/schedules/update-schedule.md): `PUT /v1/schedules/{schedule_id}` — Replace schedule settings. #### SumApps - [Deregister a SumApp](https://docs.summation.com/api-reference/sumapps/deregister-a-sumapp.md): `DELETE /v1/sum-apps/{slug}` — Remove a SumApp from the registry (scope ``tables:append``). - [List the tenant's deployed SumApps](https://docs.summation.com/api-reference/sumapps/list-the-tenants-deployed-sumapps.md): `GET /v1/sum-apps` — List the SumApps deployed for this tenant in this environment. - [Register a deployed SumApp](https://docs.summation.com/api-reference/sumapps/register-a-deployed-sumapp.md): `POST /v1/sum-apps` — Upsert this tenant's registry entry for a deployed SumApp. #### Tables - [Abort an ingestion batch](https://docs.summation.com/api-reference/tables/abort-an-ingestion-batch.md): `DELETE /v1/tables/{table_id}/ingestion-batches/{batch_id}` — Abort a batch that has not started applying data. - [Append rows to a table](https://docs.summation.com/api-reference/tables/append-rows-to-a-table.md): `POST /v1/tables/{table_id}/rows` — Append one or more rows to a table. - [Commit an ingestion batch](https://docs.summation.com/api-reference/tables/commit-an-ingestion-batch.md): `POST /v1/tables/{table_id}/ingestion-batches/{batch_id}/commit` — Complete the multipart upload and start asynchronous table ingestion. - [Create a batch part upload URL](https://docs.summation.com/api-reference/tables/create-a-batch-part-upload-url.md): `POST /v1/tables/{table_id}/ingestion-batches/{batch_id}/parts/{part_number}/upload-url` — Create a short-lived URL for uploading one numbered CSV part. - [Create an ingestion batch](https://docs.summation.com/api-reference/tables/create-an-ingestion-batch.md): `POST /v1/tables/{table_id}/ingestion-batches` — Start an idempotent multipart CSV upload for a configured table. - [Create asset upload URL](https://docs.summation.com/api-reference/tables/create-asset-upload-url.md): `POST /v1/assets/upload-urls` — Create a short-lived upload URL for a source file that will be imported into a table. - [Create table import](https://docs.summation.com/api-reference/tables/create-table-import.md): `POST /v1/table-imports` — Import an uploaded file asset into an analyzable table. - [Delete table](https://docs.summation.com/api-reference/tables/delete-table.md): `DELETE /v1/tables/{table_id}` — Delete a table, or delete only its metadata when metadata_only is true. - [Fetch table data](https://docs.summation.com/api-reference/tables/fetch-table-data.md): `GET /v1/tables/{table_id}/data` — Fetch a page of rows from a table. - [Get a source page](https://docs.summation.com/api-reference/tables/get-a-source-page.md): `GET /v1/data-syncs/{sync_id}/pages/{page_id}` — Return page status and the last fully committed source checkpoint. - [Get an ingestion batch](https://docs.summation.com/api-reference/tables/get-an-ingestion-batch.md): `GET /v1/tables/{table_id}/ingestion-batches/{batch_id}` — Return the current batch state and available row counts. - [Get the committed source checkpoint](https://docs.summation.com/api-reference/tables/get-the-committed-source-checkpoint.md): `GET /v1/data-syncs/{sync_id}/checkpoint` — Return the cursor a scheduled run should query from. - [List table catalog](https://docs.summation.com/api-reference/tables/list-table-catalog.md): `GET /v1/tables/catalog` — List table catalog metadata (descriptions, owners, semantics) across the tenant. - [List tables](https://docs.summation.com/api-reference/tables/list-tables.md): `GET /v1/tables` — List the tenant's tables, with ids and names. - [Preview import asset](https://docs.summation.com/api-reference/tables/preview-import-asset.md): `POST /v1/assets/{asset_id}/previews` — Preview parsed rows from an uploaded asset before creating or replacing a table. - [Show table](https://docs.summation.com/api-reference/tables/show-table.md): `GET /v1/tables/{table_id}` — Show one table's definition — columns, types, and source — by id. - [Show table catalog](https://docs.summation.com/api-reference/tables/show-table-catalog.md): `GET /v1/tables/{table_id}/catalog` — Show one table's catalog metadata (description, semantics, ownership). - [Show table import](https://docs.summation.com/api-reference/tables/show-table-import.md): `GET /v1/table-imports/{import_id}` — Fetch the current status and details for a table import request. - [Submit a NetSuite REST source page](https://docs.summation.com/api-reference/tables/submit-a-netsuite-rest-source-page.md): `POST /v1/data-syncs/{sync_id}/pages` — Submit one REST page asynchronously. - [Update table catalog](https://docs.summation.com/api-reference/tables/update-table-catalog.md): `PATCH /v1/tables/{table_id}/catalog` — Update a table's catalog metadata — description, owner, semantics. - [Upsert rows into a table](https://docs.summation.com/api-reference/tables/upsert-rows-into-a-table.md): `PUT /v1/tables/{table_id}/rows` — Insert-or-update rows keyed on their business columns. #### Tenant - [Get organization details](https://docs.summation.com/api-reference/tenant/get-organization-details.md): `GET /v1/tenant/org` — Show the caller's organization and tenant resolution details. #### Verification Tests - [Create custom verification tests](https://docs.summation.com/api-reference/verification-tests/create-custom-verification-tests.md): `POST /v1/verification-tests` — Validate and create declarative custom-test definitions for an organization. - [Create verification-test overlay](https://docs.summation.com/api-reference/verification-tests/create-verification-test-overlay.md): `POST /v1/verification-tests/attachments` — Create an add or removal overlay. - [Detach verification-test overlay](https://docs.summation.com/api-reference/verification-tests/detach-verification-test-overlay.md): `DELETE /v1/verification-tests/attachments/{attachment_id}` — Soft-detach one attachment from its authorized scope. - [List custom verification tests](https://docs.summation.com/api-reference/verification-tests/list-custom-verification-tests.md): `GET /v1/verification-tests` — List custom definitions for the effective target organization, with an optional subject-family filter and a bounded pub… - [List verification-test overlays](https://docs.summation.com/api-reference/verification-tests/list-verification-test-overlays.md): `GET /v1/verification-tests/attachments` — List active raw attachments, including ids used by the detach operation. - [Preview effective verification tests](https://docs.summation.com/api-reference/verification-tests/preview-effective-verification-tests.md): `GET /v1/verification-tests/effective` — Resolve the complete inherited test set and provenance for one scope. #### Views - [Delete view](https://docs.summation.com/api-reference/views/delete-view.md): `DELETE /v1/views/{view_id}` — Delete a saved Summation view. - [Fetch view data](https://docs.summation.com/api-reference/views/fetch-view-data.md): `GET /v1/views/{view_id}/data` — Fetch a page of rows from a saved Summation view. - [List view catalog](https://docs.summation.com/api-reference/views/list-view-catalog.md): `GET /v1/views/catalog` — List view catalog metadata across the tenant (descriptions, semantics). - [List views](https://docs.summation.com/api-reference/views/list-views.md): `GET /v1/views` — List saved views, optionally filtered to the views built on one table. - [Show view](https://docs.summation.com/api-reference/views/show-view.md): `GET /v1/views/{view_id}` — Show one view's definition by id. - [Show view catalog](https://docs.summation.com/api-reference/views/show-view-catalog.md): `GET /v1/views/{view_id}/catalog` — Show one view's catalog metadata. - [Update view catalog](https://docs.summation.com/api-reference/views/update-view-catalog.md): `PATCH /v1/views/{view_id}/catalog` — Update a view's catalog metadata. #### Workflows - [Activate workflow](https://docs.summation.com/api-reference/workflows/activate-workflow.md): `POST /v1/workflows/{workflow_id}/activate` — Freeze the workflow as it stands into a new version, make that the version it runs, and set it active. - [Create workflow](https://docs.summation.com/api-reference/workflows/create-workflow.md): `POST /v1/workflows` — Create a workflow in a project you can edit. - [List workflow node types](https://docs.summation.com/api-reference/workflows/list-workflow-node-types.md): `GET /v1/workflows/node-types` — List the node types you may use in a workflow graph, with the id to put in a node's type field. - [List workflow runs](https://docs.summation.com/api-reference/workflows/list-workflow-runs.md): `GET /v1/workflows/{workflow_id}/runs` — List a workflow's runs, newest first, each with its per-step or per-node detail so you can see where a run stopped and … - [List workflow versions](https://docs.summation.com/api-reference/workflows/list-workflow-versions.md): `GET /v1/workflows/{workflow_id}/versions` — List a workflow's frozen versions, newest first. - [List workflows](https://docs.summation.com/api-reference/workflows/list-workflows.md): `GET /v1/workflows` — List the workflows you own, newest page first. - [Run workflow now](https://docs.summation.com/api-reference/workflows/run-workflow-now.md): `POST /v1/workflows/{workflow_id}/runs` — Start one run of a workflow immediately. - [Show workflow](https://docs.summation.com/api-reference/workflows/show-workflow.md): `GET /v1/workflows/{workflow_id}` — Show one workflow you own, with its triggers, its graph, and the revision to pass back when you update or activate it. - [Show workflow run](https://docs.summation.com/api-reference/workflows/show-workflow-run.md): `GET /v1/workflows/{workflow_id}/runs/{run_id}` — Show one run of a workflow, with its per-step or per-node detail. - [Update workflow](https://docs.summation.com/api-reference/workflows/update-workflow.md): `PUT /v1/workflows/{workflow_id}` — Replace a workflow's editable state.