Linked records
Real data is connected: an order has a customer, a project has tasks, an invoice has line items. Linked records model those relationships directly, so related data stays connected instead of copied. Three field types work together:
- Link — creates the connection between records.
- Lookup — displays a value from a linked record.
- Rollup — calculates across linked records.
Link fields
A link field connects a record in one module to record(s) in another. Choose the cardinality when you create it:
| Field | Relationship | Example |
|---|---|---|
| Link single record | One-to-one / many-to-one — the record links to exactly one other record. | An order → its customer |
| Link multiple records | One-to-many / many-to-many — the record links to several. | A company → its deals |
When you create a link field you pick the target module (and which spaces it can link into). You can also create a counterpart field on the other module, so the relationship is visible and navigable from both sides.
Lookup fields
A Lookup shows a value from a linked record without duplicating it — pick the relation and the property to display, and it always reflects the source. For example, a lookup through an order's customer link can show the customer's email. See Lookup fields for the full setup.
Rollup fields
A Rollup aggregates a field across many linked records into a single value — pick the relation, the target field, and an aggregation function (Sum, Average, Count, Min/Max, and more). For example, on a Company linked to Deals, roll up the Value field with Sum for pipeline value. See Rollup fields for the full setup and every function.
Put it together
Model a Companies module linked to Deals:
- On Companies, add a Link multiple records field targeting Deals.
- Link each company to its deals (with a counterpart, each deal shows its company too).
- Add a Rollup on Companies for the sum of deal values, and a Lookup to show each deal's owner — all live, none copied.
This is exactly the structure an AI agent can traverse over MCP: follow a company to its deals, read the rollup, act on the result.
