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

# Convert a lead into a full audit project

> Converts a lead into a full audit project. Side effects: creates project, seeds business-analysis, creates a client profile, generates a PDF document, deducts credits, marks lead as `converted`, dispatches Inngest events.

**This endpoint is non-idempotent.** Re-calling for an already-converted lead returns 400. **Cost:** 1,000 credits (returns 402 if insufficient).

Response wrapper: `{ success: true, data: { auditId, creditsUsed, pdfAttached } }`.

**Plan required:** an audit-capable write plan.



## OpenAPI

````yaml /api-reference/openapi.json post /api/lead-generation/leads/{id}/convert
openapi: 3.1.0
info:
  title: Audity Agent API
  version: 1.0.0
  summary: >-
    The agent-facing surface of Audity AI: projects, leads, Nucleus, and
    account.
  description: >-
    Audity is a B2B SaaS for consultants who run automated business audits. This
    API is the agent-facing slice: a deliberately small set of task-shaped
    endpoints that lets external AI agents (Claude, ChatGPT, Cursor, n8n) act on
    a consultant's Audity workspace on their behalf.


    **Authentication:** Bearer token (`aky_...`) issued from
    `https://app.auditynow.com/dashboard/settings/api-tokens`. The middleware
    resolves the token to a Clerk user identity; tier and Row-Level Security
    gates apply automatically.


    **Rate limits:** reads 100/min, writes 20/min, async job polling 120/min;
    some expensive or high-volume endpoints have stricter caps. 429 responses
    include `Retry-After`.


    **Tier gating:** public plan names can change faster than API enum names.
    Use `GET /api/user/tier` and any `requiredTier` field in 403 responses as
    the source of truth for a specific account. Read-only or
    lead-generation-focused plans can read available data; audit-capable paid
    plans unlock writes, subject to token scope and credits.
  contact:
    name: Audity Support
    email: support@auditynow.com
    url: https://app.auditynow.com
  license:
    name: Proprietary
    identifier: LicenseRef-Audity-Proprietary
  termsOfService: https://auditynow.com/terms
servers:
  - url: https://app.auditynow.com
    description: Production
security:
  - bearerAuth: []
tags:
  - name: Projects
    description: >-
      Audit project lifecycle, create, list, fetch, trigger analysis, get
      deliverables.
  - name: Leads
    description: ReadyLink-sourced leads, list, fetch, convert into projects.
  - name: Nucleus
    description: >-
      Nucleus is Audity's persistent memory + insight layer. Search memories,
      capture notes, read proactive insights, manage contacts.
  - name: Account
    description: Identity, tier, credits, usually called once per session for context.
  - name: ReadyLinks
    description: >-
      Manage ReadyLinks, the survey distribution links that generate leads. CRUD
      operations for links, customization, lead tracking.
  - name: Assessment Configs
    description: >-
      Manage assessment configurations that define survey questions, order,
      scoring, and customization.
  - name: Jobs
    description: >-
      Monitor async job status for long-running operations like audit analysis
      synthesis.
paths:
  /api/lead-generation/leads/{id}/convert:
    parameters:
      - name: id
        in: path
        required: true
        schema:
          type: string
    post:
      tags:
        - Leads
      summary: Convert a lead into a full audit project
      description: >-
        Converts a lead into a full audit project. Side effects: creates
        project, seeds business-analysis, creates a client profile, generates a
        PDF document, deducts credits, marks lead as `converted`, dispatches
        Inngest events.


        **This endpoint is non-idempotent.** Re-calling for an already-converted
        lead returns 400. **Cost:** 1,000 credits (returns 402 if insufficient).


        Response wrapper: `{ success: true, data: { auditId, creditsUsed,
        pdfAttached } }`.


        **Plan required:** an audit-capable write plan.
      operationId: convertLead
      responses:
        '201':
          description: Lead converted; new project created.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ConvertLeadResponse'
        '400':
          description: Lead already converted, or invalid request.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '402':
          description: Insufficient credits.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          $ref: '#/components/responses/InsufficientCreditsOrTier'
        '404':
          $ref: '#/components/responses/NotFound'
components:
  schemas:
    ConvertLeadResponse:
      type: object
      properties:
        success:
          type: boolean
          const: true
        data:
          type: object
          properties:
            auditId:
              type: string
              format: uuid
              description: The new project's ID.
            creditsUsed:
              type: integer
              description: Credits deducted (1,000).
            pdfAttached:
              type: boolean
              description: Whether the auto-generated client brief PDF was attached.
          required:
            - auditId
            - creditsUsed
      required:
        - success
        - data
    Error:
      type: object
      properties:
        error:
          type: string
          description: Human-readable error message.
        details:
          type: string
          description: Additional context (development only).
      required:
        - error
    TierError:
      type: object
      properties:
        error:
          type: string
        currentTier:
          type: string
          enum:
            - solo
            - starter
            - growth
            - agency
        requiredTier:
          type: string
          enum:
            - solo
            - starter
            - growth
            - agency
        upgradeUrl:
          type: string
          format: uri
      required:
        - error
  responses:
    Unauthorized:
      description: Missing or invalid token.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
          example:
            error: Unauthorized
    InsufficientCreditsOrTier:
      description: Either you're out of credits or your tier doesn't include this feature.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/TierError'
          example:
            error: Feature not available on your tier
            currentTier: solo
            requiredTier: starter
            upgradeUrl: https://app.auditynow.com/billing/upgrade
    NotFound:
      description: Resource not found, or you don't have access (RLS).
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      bearerFormat: Audity Personal Access Token (aky_...)
      description: >-
        A Personal Access Token issued from
        https://app.auditynow.com/dashboard/settings/api-tokens. Format:
        `aky_<32 random chars>`.

````