Skip to main content

Managing Entities in a Project

Projects link to Boltic resources—they do not host the resources themselves. This guide covers adding entities at creation time, adding them afterward, creating new resources in project context, and removing associations.

Entity types recap

Console labelAPI item_typeService
WorkflowsWORKFLOWVortex
Database TablesTABLETables / Athena
GatewayGATEWAYFluix
ServerlessSERVERLESSConductor / Nightwing
MCPMCPBoltic MCP
AI AgentsAI_AGENTKaily (Neo / Trinity)

Add entities during project creation

When creating a project, step Select Entities lets you link existing resources before the project exists. Each row specifies a type and a specific resource ID.

This is the fastest way to stand up a project if you already have workflows or gateways built elsewhere.

Add entities after creation

From the project details page:

  1. Click Add entity in the header, or use the + tab menu.

  2. Choose an entity type (Workflows, Gateway, Serverless, and so on).

  3. Pick how to add it.

    Add entity button

Create a new entity

Build a brand-new resource that is automatically associated with the current project.

Entity typeWhere you are sent
WorkflowWorkflow Builder listing with project_id in the query string
GatewayAPI Gateway creation flow
ServerlessServerless create page with projectId query parameter
Database TablesTables create flow
MCPMCP listing / create flow
AI AgentKaily AI Agent Setup (create-ai-agent?project_id=...) in a new tab
Attach entity modal

After you finish creating the resource in its service, return to the project—the new item should appear on the corresponding entity tab after refresh.

Add an existing entity

Link a resource that already exists in your organization:

  1. Choose Add existing in the choice modal.

  2. Search and select one or more items from the modal list.

  3. Confirm to create project-item associations.

    Attach entity from existing entities
Duplicate prevention

The same resource cannot be linked to the same project twice. If an item is already in the project, it will not appear as selectable again.

Work with entities on entity tabs

Once a project has at least one entity of a type, that type's tab appears.

Open an entity

Click a row to open the resource in its editor:

  • Workflow — Draft or published workflow in Workflow Builder.
  • Gateway — Gateway draft editor.
  • Serverless — Serverless application edit view.
  • Database Tables — Table schema editor.
  • MCP — MCP server edit view.
  • AI AgentKaily copilot overview (new tab).

Search and paginate

Entity tabs support name search and pagination, consistent with standalone listings. Use these controls when projects grow large.

Remove from project

Use Remove from project on a row to unlink the entity.

What removal does

Removing an entity only deletes the project association. The workflow, gateway, table, or other resource remains in your account and can be added to other projects or used standalone.

This is different from deleting a project with all entities, which can permanently delete linked resources.

Remove attached entity

Confirm in the modal to complete removal.

Add more items of the same type

The Add entity menu disables a type once that type already exists in the project (labeled Already added). That restriction applies only to the header menu—it prevents picking the type again from the shortcut.

To add additional workflows, gateways, or tables of the same type:

  1. Go to the entity tab (for example, Workflow).
  2. Use the tab's own create or import flows, or add existing items through the entity-specific UI where available.

Alternatively, create the resource from its service with the project_id / projectId query parameter so it links automatically.

Project context in other services

Several Boltic surfaces honor project context when you arrive from a project:

  • Serverless create URLs include ?projectId=<uuid>.
  • Workflow and gateway navigation may append ?from_project=<uuid> for return navigation.
  • AI agent flows use project_id when opening Kaily. See AI Agent Setup to create and configure agents.

This keeps new work scoped to the correct project without manual linking afterward.

API behavior (for integrators)

If you automate project management, the Fluix Projects API exposes:

  • POST /panel/v1.0/projects/:projectId/items — Add one or more items (array body with item_id and item_type).
  • DELETE /panel/v1.0/projects/items/:itemId — Remove a project item association.
  • PATCH /panel/v1.0/projects/items/:itemId — Move an item to a different project (project_id in body).
  • GET /panel/v1.0/projects/:projectId/items — List items with optional item_type filter; responses include details fetched from each downstream service.

Unique constraint: the combination of (project_id, item_type, item_id) must be unique within a project.

Next steps