Fill the Organization

Create the project and add the people Valmar can contact — through the Admin UI or programmatically.

Before Valmar can do anything useful, the organization needs a project and some people. There are two paths: the Admin UI (best for a one-time setup or for an operator with a spreadsheet) and the SDK / REST API (best for seed scripts, fixtures, or repeatable provisioning).

Use the Admin UI when an operator is setting up a workspace by hand.

Create the project

Use the getting-started flow or New Project in the Admin UI to create the project that will own credentials and knowledge requests.

Open the People page

Select the organization in the Admin UI, then open the People page. This is the primary operator surface for adding, editing, and removing people.

Add one person manually

Use Add Person for one-off entries. The form supports name, email, title, timezone, and a short description of what that person usually knows.

Import many people from CSV

Use Import People when you already have a spreadsheet or export. The CSV input accepts rows in the shape email, name, title, timezone.

Assign people to the project

Open Project Settings and add the relevant people as project_member, project_admin, or service.

What makes a good person profile

A real work email that Valmar is allowed to contact.
A clear display name and job title.
A correct timezone so outreach timing is sensible.
A short description that says what context this person usually knows.

When the UI path is best

Use the UI when you are setting up one organization by hand, checking imported people, or deciding project membership interactively with an operator.

Use the code path when you want repeatable seed scripts, demo setup, or fixtures.

What's available today

Bulk import of people is available in the Python and TypeScript SDKs (called members in code — see Core Concepts).
Project creation is available over POST /api/organizations/{organization_id}/projects.
Project membership assignment is available over POST /api/projects/{project_id}/members.
Project creation requires org-admin rights. Membership assignment requires project-admin rights.

Bulk import people

from valmar import CreateMemberInput, ValmarClient

client = ValmarClient(
    api_key=os.environ["VALMAR_API_KEY"],
    organization_id=os.environ["VALMAR_ORGANIZATION_ID"],
    project_id=os.environ["VALMAR_PROJECT_ID"],
)

result = client.members.import_bulk(
    [
        CreateMemberInput(
            email="casey@company.com",
            display_name="Casey Torres",
            title="Staff Engineer",
            timezone="Europe/Berlin",
            description_md="Owns deployment runbooks and incident procedures.",
        ),
        CreateMemberInput(
            email="morgan@company.com",
            display_name="Morgan Lee",
            title="Support Lead",
            timezone="America/New_York",
        ),
    ]
)

print(f"Created: {len(result.created)}")
print(f"Skipped: {len(result.skipped)}")

const result = await valmar.members.importBulk(process.env.VALMAR_ORGANIZATION_ID!, {
  members: [
    {
      email: "casey@company.com",
      displayName: "Casey Torres",
      title: "Staff Engineer",
      timezone: "Europe/Berlin",
    },
    {
      email: "morgan@company.com",
      displayName: "Morgan Lee",
      title: "Support Lead",
      timezone: "America/New_York",
    },
  ],
});

console.log(`Imported: ${result.imported}`);
console.log(`Skipped: ${result.skipped}`);

Create a project over HTTP

This setup endpoint is part of the backend REST API. It is not exposed through the public SDKs today, so use direct HTTP from an authenticated operator/admin session.

import os

import httpx

base_url = os.environ["VALMAR_BASE_URL"]
organization_id = os.environ["VALMAR_ORGANIZATION_ID"]

with httpx.Client(base_url=base_url) as client:
    login = client.post(
        "/api/auth/login",
        json={
            "username": os.environ["VALMAR_USERNAME"],
            "password": os.environ["VALMAR_PASSWORD"],
        },
    )
    login.raise_for_status()

    project = client.post(
        f"/api/organizations/{organization_id}/projects",
        json={
            "name": "Support Assistant",
            "slug": "support-assistant",
            "description_md": "Handles support escalations and missing policy answers.",
        },
    )
    project.raise_for_status()

    print(project.json()["id"])

const organizationId = process.env.VALMAR_ORGANIZATION_ID!;

// Assumes this runs inside an already-authenticated operator web app.
const project = await fetch(`/api/organizations/${organizationId}/projects`, {
  method: "POST",
  headers: { "Content-Type": "application/json" },
  credentials: "include",
  body: JSON.stringify({
    name: "Support Assistant",
    slug: "support-assistant",
    description_md: "Handles support escalations and missing policy answers.",
  }),
});

if (!project.ok) throw new Error(await project.text());

console.log((await project.json()).id);

Assign a person to the project

Once the project and the organization-level people exist, add project memberships over the project-members API.

import os

import httpx

base_url = os.environ["VALMAR_BASE_URL"]
project_id = os.environ["VALMAR_PROJECT_ID"]
member_id = os.environ["VALMAR_MEMBER_ID"]

with httpx.Client(base_url=base_url) as client:
    login = client.post(
        "/api/auth/login",
        json={
            "username": os.environ["VALMAR_USERNAME"],
            "password": os.environ["VALMAR_PASSWORD"],
        },
    )
    login.raise_for_status()

    membership = client.post(
        f"/api/projects/{project_id}/members",
        json={
            "member_id": member_id,
            "role": "project_member",
        },
    )
    membership.raise_for_status()

    print(membership.json()["id"])

const projectId = process.env.VALMAR_PROJECT_ID!;
const memberId = process.env.VALMAR_MEMBER_ID!;

// Assumes this runs inside an already-authenticated operator web app.
const membership = await fetch(`/api/projects/${projectId}/members`, {
  method: "POST",
  headers: { "Content-Type": "application/json" },
  credentials: "include",
  body: JSON.stringify({
    member_id: memberId,
    role: "project_member",
  }),
});

if (!membership.ok) throw new Error(await membership.text());

console.log((await membership.json()).id);

Auth model

These setup endpoints use admin-style authorization, not the normal runtime integration flow. A project API key is suitable for search, gather, and MCP. For organization and project provisioning, use an authenticated operator/admin session or internal admin automation.

Continue to Quickstart to run the first search-and-gather loop end to end.

Fill the Organization

Create the project and add the people Valmar can contact — through the Admin UI or programmatically.

Use the Admin UI when an operator is setting up a workspace by hand.

Create the project

Use the getting-started flow or New Project in the Admin UI to create the project that will own credentials and knowledge requests.

Open the People page

Select the organization in the Admin UI, then open the People page. This is the primary operator surface for adding, editing, and removing people.

Add one person manually

Use Add Person for one-off entries. The form supports name, email, title, timezone, and a short description of what that person usually knows.

Import many people from CSV

Use Import People when you already have a spreadsheet or export. The CSV input accepts rows in the shape email, name, title, timezone.

Assign people to the project

Open Project Settings and add the relevant people as project_member, project_admin, or service.

What makes a good person profile

A real work email that Valmar is allowed to contact.
A clear display name and job title.
A correct timezone so outreach timing is sensible.
A short description that says what context this person usually knows.

When the UI path is best

Use the UI when you are setting up one organization by hand, checking imported people, or deciding project membership interactively with an operator.

Use the code path when you want repeatable seed scripts, demo setup, or fixtures.

What's available today

Bulk import of people is available in the Python and TypeScript SDKs (called members in code — see Core Concepts).
Project creation is available over POST /api/organizations/{organization_id}/projects.
Project membership assignment is available over POST /api/projects/{project_id}/members.
Project creation requires org-admin rights. Membership assignment requires project-admin rights.

Bulk import people

from valmar import CreateMemberInput, ValmarClient

client = ValmarClient(
    api_key=os.environ["VALMAR_API_KEY"],
    organization_id=os.environ["VALMAR_ORGANIZATION_ID"],
    project_id=os.environ["VALMAR_PROJECT_ID"],
)

result = client.members.import_bulk(
    [
        CreateMemberInput(
            email="casey@company.com",
            display_name="Casey Torres",
            title="Staff Engineer",
            timezone="Europe/Berlin",
            description_md="Owns deployment runbooks and incident procedures.",
        ),
        CreateMemberInput(
            email="morgan@company.com",
            display_name="Morgan Lee",
            title="Support Lead",
            timezone="America/New_York",
        ),
    ]
)

print(f"Created: {len(result.created)}")
print(f"Skipped: {len(result.skipped)}")

const result = await valmar.members.importBulk(process.env.VALMAR_ORGANIZATION_ID!, {
  members: [
    {
      email: "casey@company.com",
      displayName: "Casey Torres",
      title: "Staff Engineer",
      timezone: "Europe/Berlin",
    },
    {
      email: "morgan@company.com",
      displayName: "Morgan Lee",
      title: "Support Lead",
      timezone: "America/New_York",
    },
  ],
});

console.log(`Imported: ${result.imported}`);
console.log(`Skipped: ${result.skipped}`);

Create a project over HTTP

This setup endpoint is part of the backend REST API. It is not exposed through the public SDKs today, so use direct HTTP from an authenticated operator/admin session.

import os

import httpx

base_url = os.environ["VALMAR_BASE_URL"]
organization_id = os.environ["VALMAR_ORGANIZATION_ID"]

with httpx.Client(base_url=base_url) as client:
    login = client.post(
        "/api/auth/login",
        json={
            "username": os.environ["VALMAR_USERNAME"],
            "password": os.environ["VALMAR_PASSWORD"],
        },
    )
    login.raise_for_status()

    project = client.post(
        f"/api/organizations/{organization_id}/projects",
        json={
            "name": "Support Assistant",
            "slug": "support-assistant",
            "description_md": "Handles support escalations and missing policy answers.",
        },
    )
    project.raise_for_status()

    print(project.json()["id"])

const organizationId = process.env.VALMAR_ORGANIZATION_ID!;

// Assumes this runs inside an already-authenticated operator web app.
const project = await fetch(`/api/organizations/${organizationId}/projects`, {
  method: "POST",
  headers: { "Content-Type": "application/json" },
  credentials: "include",
  body: JSON.stringify({
    name: "Support Assistant",
    slug: "support-assistant",
    description_md: "Handles support escalations and missing policy answers.",
  }),
});

if (!project.ok) throw new Error(await project.text());

console.log((await project.json()).id);

Assign a person to the project

Once the project and the organization-level people exist, add project memberships over the project-members API.

import os

import httpx

base_url = os.environ["VALMAR_BASE_URL"]
project_id = os.environ["VALMAR_PROJECT_ID"]
member_id = os.environ["VALMAR_MEMBER_ID"]

with httpx.Client(base_url=base_url) as client:
    login = client.post(
        "/api/auth/login",
        json={
            "username": os.environ["VALMAR_USERNAME"],
            "password": os.environ["VALMAR_PASSWORD"],
        },
    )
    login.raise_for_status()

    membership = client.post(
        f"/api/projects/{project_id}/members",
        json={
            "member_id": member_id,
            "role": "project_member",
        },
    )
    membership.raise_for_status()

    print(membership.json()["id"])

const projectId = process.env.VALMAR_PROJECT_ID!;
const memberId = process.env.VALMAR_MEMBER_ID!;

// Assumes this runs inside an already-authenticated operator web app.
const membership = await fetch(`/api/projects/${projectId}/members`, {
  method: "POST",
  headers: { "Content-Type": "application/json" },
  credentials: "include",
  body: JSON.stringify({
    member_id: memberId,
    role: "project_member",
  }),
});

if (!membership.ok) throw new Error(await membership.text());

console.log((await membership.json()).id);

Auth model

Continue to Quickstart to run the first search-and-gather loop end to end.

Create the project

Open the People page

Add one person manually

Import many people from CSV

Assign people to the project

What makes a good person profile

Bulk import people

Create a project over HTTP

Assign a person to the project

Next

On this page

Fill the Organization

Create the project

Open the People page

Add one person manually

Import many people from CSV

Assign people to the project

What makes a good person profile

Bulk import people

Create a project over HTTP

Assign a person to the project

Next

On this page