The three concepts
The organization and base identifiers are stable identifiers, separate from their
display names. Use the exact values provided for your connection.
Each base uses one configured domain. Multiple bases can use the same domain
while keeping separate material and permissions. For example, two private
research bases could both use the
general_purpose domain; neither base gains
access to the other’s documents by sharing that domain. These are illustrative
bases, not additional provisioned endpoints.
Select a knowledge base
The URL selects the base. Credentials authorize access to that selected base;
they do not substitute another dataset behind the same URL. An organization
identifier in a URL identifies the owner, not necessarily the caller’s organization.
For the S&P 500 example:
summary.domain and the metadata-filter response’s domain are sandp_500,
while the base identifier in the URL is sandp500.
Access and shared knowledge bases
Knowing a base’s URL does not grant access. An API key can grant access to several bases, but each request is checked against the selected base’s permissions. For MCP, authorize a separate connection for each base; an OAuth grant for one base does not authorize another. Shared datasets retain their owning organization’s URL. A caller from another organization with an explicit grant uses that same URL. A private base has its own URL and permissions, even if it uses the same domain as a shared base.Adapt the examples to your base
- Set the REST base URL or MCP connection URL to your supplied organization and base identifiers, and authenticate with access to that base.
- Read
GET /corpus-overview, or the MCPget_corpus_overviewtool, to understand the base’s available material and coverage. Overview is corpus orientation, not evidence for factual answers. - For REST metadata-filtered queries, call
GET /metadata-filterson that same base. Reuse only supported fields, operators, and values. SEC fields such assec_tickerbelong to the S&P 500 example and need not exist in another domain. - Ask questions about that base’s material using
POST /queryor MCP’sretrieve_evidence_contexttool. Preserve the returned evidence instructions and citation references when handing the result to a model.
API versioning
v2 identifies the public REST request and response contract. Compatible additions
stay within that major version; breaking contract changes require a new major
version. Keep the explicit version in client configuration.
The REST API version is independent of application releases and domain releases.
It does not pin the base’s corpus contents or select a historical dataset.
The MCP connection URL remains unversioned because it identifies the base and its
OAuth resource. Use its exact URL without adding /v2 or /mcp.
Continue with the REST quickstart or MCP connection guide.