> ## 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.

# Quickstart

> Get an AI agent talking to your Audity workspace in five minutes.

This is the agent path: install one connector, paste one token, run real workflows from your AI assistant of choice. If you'd rather call the API directly with curl or your own HTTP client, see [API Quickstart](/api-quickstart).

## Prerequisites

* An active Audity account with API access. A write-capable, audit-capable plan is recommended if you want the agent to create projects, convert leads, or spend credits.
* One of: Claude Desktop / Claude.ai (Pro+), ChatGPT (Plus+ for Custom GPTs), Cursor, n8n, or any MCP-compatible client

## 1. Get a Personal Access Token

1. Sign in to [app.auditynow.com](https://app.auditynow.com)
2. Go to **Settings → API Tokens**
3. Click **Create Token**
4. Label it (e.g. `Claude on my MacBook`, `n8n production`) and pick **Read + Write** scopes
5. Copy the token immediately, it starts with `aky_` and **is shown only once**

<Warning>
  We can't recover a lost token. If you lose one, revoke it and create a new one. Never paste your token into a chat message body, only into your agent's connection settings or credential store.
</Warning>

## 2. Connect your agent

Each platform's setup has its own quirks; pick yours and follow the deeper guide for a step-by-step.

<Tabs>
  <Tab title="Claude">
    Settings → **Connectors** → **Add Custom Connector** → paste `https://docs.auditynow.com/mcp`. Configure the `Authorization: Bearer aky_<your-token>` header when prompted.

    [Full Claude guide →](/guides/claude)
  </Tab>

  <Tab title="ChatGPT">
    Create a Custom GPT → **Configure → Actions → Import from URL** → `https://docs.auditynow.com/api-reference/openapi.json`. Auth: API Key, Bearer, paste your `aky_<token>` (no `Bearer ` prefix, ChatGPT adds it).

    [Full ChatGPT guide →](/guides/chatgpt)
  </Tab>

  <Tab title="Cursor">
    Cursor Settings → **MCP → Add Server**. URL `https://docs.auditynow.com/mcp`, headers `Authorization: Bearer aky_<your-token>`.

    [Full Cursor guide →](/guides/cursor)
  </Tab>

  <Tab title="n8n">
    Add an **AI Agent** node, attach an **MCP Client Tool** sub-node. Endpoint `https://docs.auditynow.com/mcp`, Header Auth credential, header `Authorization: Bearer aky_<your-token>`.

    [Full n8n guide →](/guides/n8n)
  </Tab>
</Tabs>

## 3. Verify it works

Ask your agent any of these:

```text theme={null}
List my Audity projects.
```

```text theme={null}
What's my Audity tier and how many credits do I have left this month?
```

```text theme={null}
Search my Audity Nucleus for anything related to {a real client of yours}.
```

If the agent returns real data, your projects, your tier, your memories, you're connected. If it says "I don't have access to Audity" or returns 401/403, jump to your platform's troubleshooting accordion.

## 4. Run your first agent-driven audit

Try a task that chains multiple tools together. Use a real client name from your workspace, or a hypothetical one if you're evaluating:

```text theme={null}
Start a new Audity project for "Globex Industries", mid-market manufacturing.
Then trigger the audit analysis. Once it's done, summarize the top three
opportunities ranked by impact and flag the highest-severity risk. Cite each
opportunity by ID.
```

Under the hood:

1. `POST /api/projects`, creates the project (1,000 credits)
2. `POST /api/projects/{id}/audit-analysis`, runs synthesis (synchronous, 60–300 seconds). If an action times out, verify with `GET /api/projects/{id}/audit-analysis` before retrying; re-triggering an in-flight analysis can waste credits.
3. `GET /api/projects/{id}/opportunities`, fetches the AI-generated opportunities
4. The agent synthesizes a summary citing the IDs

The whole loop runs in the agent's context. You see the answer; Audity sees three legitimate API calls authenticated with your PAT, with credit deductions and audit logging applied normally.

<Note>
  **Save the project ID.** The agent will mention it in its response. You'll need it for follow-up prompts like "pull the deliverables for {id}" or "patch the description on {id}".
</Note>

## 5. Try a Nucleus workflow

Audity's persistent memory layer is the agent's other superpower. After running a few audits, try:

```text theme={null}
What patterns do I have stored in Audity Nucleus across my healthcare clients?
For each one, include the confidence score and source type.
```

The agent calls `GET /api/nucleus/memories?type=pattern` and surfaces what's there. If you don't have any patterns yet, ask:

```text theme={null}
Capture this note for me into Audity Nucleus: "Healthcare clients consistently
underestimate the data governance lift required before any AI deployment.
Plan a 4-6 week governance phase before model work."
```

The agent calls `POST /api/nucleus/memories` and creates an explicit memory you'll find on every future Nucleus query.

## Scope for v1

The agent surface is deliberately narrow. These belong to the web app, not the API:

* **Document upload** (PDFs, transcripts, contracts). Once uploaded via the dashboard, agents can read documents via project detail.
* **Deliverable regeneration.** Stakeholder memos and other deliverable docs are produced by the synthesis pipeline; agents read them, they don't trigger fresh generation.
* **Web research.** The route exists but isn't on the agent allowlist in v1. Trigger from the web app.
* **PAT management via PAT.** Tokens are created and revoked from a browser session, not via the API.

If a workflow you need crosses one of these, [tell us](mailto:support@auditynow.com).

## What's next

<CardGroup cols={2}>
  <Card title="Run a full audit workflow" href="/guides/running-an-audit">
    The end-to-end agent recipe for taking a client from intake to deliverables.
  </Card>

  <Card title="Lead conversion playbook" href="/guides/lead-conversion">
    Triage your ReadyLink inbox and convert qualified leads from your AI assistant.
  </Card>

  <Card title="Working with Nucleus" href="/guides/working-with-nucleus">
    Memories, captures, insights, contacts. The persistent layer.
  </Card>

  <Card title="Authentication deep dive" href="/authentication">
    Token formats, scopes, rotation, error codes, what's logged.
  </Card>

  <Card title="API Quickstart (curl)" href="/api-quickstart">
    Skip MCP, call the API directly from a terminal or script.
  </Card>

  <Card title="Browse the spec" href="/api-reference/openapi.json">
    The full OpenAPI 3.1 reference. Click any endpoint to try it live.
  </Card>
</CardGroup>
