> ## Documentation Index
> Fetch the complete documentation index at: https://docs.metal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Platform overview

> How Metal structures a firm's knowledge into an AI-ready context layer.

Metal is the AI context layer for financial firms. It connects your systems of record to the AI tools you already use, turning everything your firm knows — deals, documents, and the decisions behind them — into structured, AI-ready context. The platform organizes that knowledge into a connected data model, layers AI-driven intelligence and provenance on top, and lets you automate research with workflows — so your AI reasons with your firm's judgment, not just its files.

## Organizations and scoping

Every account belongs to an **organization** (your firm). All data, including companies, deals, people, documents, and lists, is scoped to your organization. API keys inherit this scope automatically, so you never pass an organization ID in requests; the API derives it from your key.

This means two things:

* You can only read and write your own organization's data.
* You never have to filter by organization yourself.

## The building blocks

<CardGroup cols={2}>
  <Card title="Companies" icon="building" href="/concepts/data-model">
    Operating companies, investors, advisors, and other entities your firm tracks.
  </Card>

  <Card title="Deals" icon="handshake" href="/concepts/data-model">
    Opportunities moving through your pipeline, with status and stage.
  </Card>

  <Card title="People" icon="user" href="/concepts/data-model">
    Contacts, executives, and relationships connected to companies.
  </Card>

  <Card title="Documents" icon="file-lines" href="/guides/search">
    Files ingested into Metal, parsed and made searchable.
  </Card>

  <Card title="Lists" icon="table-list" href="/api-reference/introduction">
    Spreadsheet-like views that organize and enrich resources in bulk.
  </Card>

  <Card title="Workflows" icon="robot" href="/concepts/workflows">
    AI automations that screen, research, and produce work product.
  </Card>
</CardGroup>

## Intelligence layer

On top of the raw data, Metal adds an intelligence layer:

* **Enrichment** fills in attributes such as firmographics, financials, and signals from AI and data providers. See [Enrichment](/concepts/enrichment).
* **Search** retrieves the most relevant companies, deals, people, and documents using semantic and keyword matching. See [Search](/guides/search).
* **Workflows** chain steps together to automate multi-stage research. See [Workflows](/concepts/workflows).

## How the API fits in

The API is the programmatic surface for the same platform the Metal app uses. Common integration patterns:

<Steps>
  <Step title="Push data in">
    Sync companies, deals, and people from your CRM or internal systems using create and update endpoints.
  </Step>

  <Step title="Enrich and analyze">
    Trigger enrichment and run workflows to turn raw records into intelligence.
  </Step>

  <Step title="Pull insights out">
    Search and read enriched records to power dashboards, reports, or downstream systems.
  </Step>
</Steps>

<Info>
  Every request is JSON over HTTPS, versioned under `/v1`, authenticated with an API key, and scoped to your organization.
</Info>