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Key concepts

A quick reference for the vocabulary used across Spark and these docs.

Spark uses a small, consistent vocabulary. Once these terms click, the rest of the documentation stays short because it can lean on them. This page is a quick reference, so skim it now and come back whenever a word needs pinning down.

The big picture: a workspace holds your data, which you organize into Spaces, visualize on canvases, act on through tasks, files, and workflows, and hand off to the Agent. Everything below is a piece of that sentence.

Where everything lives

TermWhat it means
OrganizationThe account-level container managed by your identity provider. It holds one or more workspaces.
WorkspaceYour team's tenant: its own data, members, and settings. The unit of isolation, so data never crosses between workspaces.
SpaceA container that packages a single use case by pinning the objects, canvases, tasks, workflows, and agents that belong together.

Working with data

TermWhat it means
Data objectA structured collection of records, like a table with typed columns. Your core data lives here.
RecordA single row in a data object: one counterparty, one position, one document.
AttributeA typed field on a data object (text, number, date, relationship, and so on): the columns of the table.
RelationshipA link between records, often across objects, so related data travels together.
ViewA saved way of looking at a data object: a specific set of filters, sorting, and grouping.

Learn more in Data objects (including relationships) and Views.

Seeing and tracking work

TermWhat it means
CanvasA dashboard built from widgets, backed by your data.
WidgetA single element on a canvas: a table, chart, or KPI tile.
TaskA tracked work item that can be assigned, given a status, and linked to the data it relates to.
FileA document or input stored in the workspace, uploadable manually or ingested automatically.

Learn more in Canvas, Tasks, and the Files section.

Automating operations

TermWhat it means
WorkflowAn automation that runs a repeatable operation from a trigger through one or more actions.
TriggerThe event that starts a workflow: a schedule, a new file, or a change in data.
ActionA step a workflow performs once triggered.
Human-in-the-loopAn approval step that pauses a workflow for a person to approve or reject before it continues.

Learn more in Workflows and Human-in-the-loop.

The Agent

TermWhat it means
AgentSpark's agentic layer: it runs inside your workspace, sees your context, and can take real actions on your behalf.
ToolA specific capability the Agent can use to perform an action.
SkillA packaged set of instructions that shapes how the Agent handles a particular kind of task.
ConnectorA link to an external system the Agent can reach, including over MCP.
MCPModel Context Protocol, a standard way to expose external tools and data to the Agent through a connector.
VaultA secure store for secrets (like API keys) so the Agent can authenticate without exposing credentials.

Learn more in the Agent section: tools, skills, connectors & MCP, and vaults.

Getting data in and out

TermWhat it means
ImportBringing external data into a data object, for example from a CSV.
ExportTaking data out of Spark in a portable format.
SFTP ingestionAutomatically pulling files that land on an SFTP endpoint into the workspace.

Learn more in Add, edit & import records, Manage data views, and Set up SFTP.

Where to go next