Glossary

Plain-English definitions of every Hub-specific term you'll see in the user documentation.

Access Request

A formal request to view or interact with restricted data. If a field is masked or a space is restricted, you can submit an access request explaining why you need the data. An approver reviews it and may grant temporary access.

Agent

An AI automation worker that runs inside your Space. An Agent responds to triggers (schedules, webhooks, events, manual commands) and takes action: creating tasks, updating records, leaving comments, sending notifications. You interact with agents through the chat interface or by setting up Skills.

Appearance

The visual look of your Space: logo, accent colour, font family, spacing, and light/dark mode. Administrators can customize the appearance to match the organization's branding.

Attribute

A field or property on a record. Custom attributes are user-defined fields added by operators without code — for example, "Risk Level" on a Task or "Funding Round" on a Company.

Comment

A note or message on a task or record. Comments support markdown, file attachments, and @mentions. You can edit or delete your comments.

Custom Attribute

See Attribute.

Dashboard

A customizable view of metrics and data from your Space. A Dashboard contains Widgets — stat cards, charts, lists — that you or your administrator can add, remove, or rearrange.

Data Table

A structured list of records (employees, companies, tasks, trades) organized in columns with sorting, filtering, and bulk actions. Data tables can export to CSV or Excel.

Derivation

A computed field calculated from other attributes. For example, a derivation might calculate "Total Held Value" from holdings, or "Days Since Created" from the creation date. Derivations are updated automatically when source attributes change.

Dynamic Resource

A user-defined record type (like a custom table). An operator creates a Dynamic Resource by naming it, adding columns (custom attributes), and Hub instantly provides a CRUD interface and agent tools. Records in a Dynamic Resource are stored and queryable like built-in records.

Event

A real-world happening that triggers automation. Examples: "Company Created", "Employee Added", "Task Closed". Agents listen for events and run skills in response.

Execution

A single run of an Agent. When a skill is triggered, it starts an execution. The execution has a status (running, waiting, completed, errored), a conversation history, and results. You can view past executions in the agent log.

MCP (Model Context Protocol)

The open standard Hub uses to let AI assistants (Claude Desktop, Claude Code, ChatGPT, and others) connect securely to your workspace. When you configure an AI assistant with Hub's MCP server URL, it can read data from and take actions in your Space on your behalf — authenticated through OAuth. See Connecting AI Assistants.

Member

A person who belongs to a Space with a specific role (Owner, Editor, Viewer, etc.). Each Member has permissions appropriate to their role.

Mention

A reference to another person using @name in a comment or task description. Mentions are highlighted and trigger notifications to the mentioned person.

Notification

An alert sent to you when something happens in Hub: a task is assigned to you, someone mentions you, an agent finishes. You receive notifications through channels you've opted into (email, in-app bell, phone push, browser push).

Notification Channel

A way to receive notifications: email, in-app bell, mobile push, web push. You choose which channels you want in your notification settings.

Ontology

The structure of your data: custom attributes, derivations, and the relationships between record types. Platform operators maintain the ontology in the Tenet space.

Platform

The Hub software itself and the central admin workspace where operators configure themes, capabilities, and global settings.

Scheduled Prompt

A saved prompt (a question or instruction for an Agent) set to run on a repeating schedule (daily, weekly, monthly). Each run creates an execution and optionally notifies you with the result.

Skill

The trigger configuration for an Agent. One Agent can have multiple Skills:

Manual — triggered by you through the chat UI
Scheduled — runs on a cron schedule (daily, weekly, etc.)
Webhook — triggered by an external system via HTTP
Event — triggered by a domain event (e.g., company creation)

Space

A self-contained workspace for a specific context — a company, an advisory group, a project team, or your personal workspace. Each Space has its own members, tasks, data, and settings. You can belong to many Spaces and switch between them.

Task

A unit of work: something that needs to be done. Tasks have a title, description, status (open, in review, closed), assignee, due date, and can have comments and attachments.

Task Automation

Automatic task creation triggered by domain events. For example, when you create a company, Hub automatically creates onboarding tasks. When a task is closed, related tasks may also close.

Tenant

An environment or deployment of Hub. Each organization using Hub is a separate tenant, so their data is isolated.

Tenet

The admin workspace where platform operators configure Hub: enable/disable features, create Agents, define custom attributes, customize themes, and manage ontology.

Theme

The visual appearance configuration of a Space or the platform: colour scheme, font family, border radius, spacing, appearance mode (light/dark). Administrators can choose from preset themes or create custom ones.

Widget

A single component on a Dashboard: a stat card, chart, table, or other visualization. You can add, remove, and rearrange widgets to customize your dashboard.

Webhook

An HTTP endpoint exposed by Hub that external systems can POST to in order to trigger an Agent skill. Webhook skills let external applications (CRMs, accounting systems, etc.) integrate with Hub.

Workflow

A sequence of steps or tasks. Hub supports workflow automation through Agents, Task Automation, and Access Requests.

Getting Started — learn the basics
What is Hub? — broader context