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

# Complete Onboarding

> Create the complete onboarding workspace in one database transaction.



## OpenAPI

````yaml /api/openapi.json post /api/entities/onboarding
openapi: 3.1.0
info:
  title: CrowdListen Agent API
  description: >-
    Configure sources, collect and retain originals, run durable analysis, and
    read or revise cited insights. Humans and agents share authorized
    entity/project records, research jobs and evidence history.
  version: 1.0.0
servers:
  - url: https://agent.crowdlisten.com
    description: Production
  - url: http://localhost:8000
    description: Local development
security: []
paths:
  /api/entities/onboarding:
    post:
      tags:
        - entities
      summary: Complete Onboarding
      description: Create the complete onboarding workspace in one database transaction.
      operationId: complete_onboarding_api_entities_onboarding_post
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CompleteOnboardingRequest'
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
components:
  schemas:
    CompleteOnboardingRequest:
      properties:
        research_objectives:
          anyOf:
            - items:
                $ref: '#/components/schemas/ResearchObjective'
              type: array
              maxItems: 5
            - type: 'null'
          title: Research Objectives
        company:
          $ref: '#/components/schemas/OnboardingCompanyRequest'
        request_id:
          anyOf:
            - type: string
              format: uuid
            - type: 'null'
          title: Request Id
        workspace_id:
          anyOf:
            - type: string
              format: uuid
            - type: 'null'
          title: Workspace Id
        source_intent:
          items:
            type: string
          type: array
          maxItems: 16
          title: Source Intent
        collection_mode:
          type: string
          enum:
            - agent
            - server
          title: Collection Mode
          default: server
        collection_client:
          anyOf:
            - type: string
              enum:
                - Cursor
                - Claude Code
                - Codex
                - OpenClaw
            - type: 'null'
          title: Collection Client
        products:
          items:
            $ref: '#/components/schemas/OnboardingRelatedEntityRequest'
          type: array
          maxItems: 20
          title: Products
        competitors:
          items:
            $ref: '#/components/schemas/OnboardingRelatedEntityRequest'
          type: array
          maxItems: 20
          title: Competitors
      type: object
      required:
        - company
      title: CompleteOnboardingRequest
    HTTPValidationError:
      properties:
        detail:
          items:
            $ref: '#/components/schemas/ValidationError'
          type: array
          title: Detail
      type: object
      title: HTTPValidationError
    ResearchObjective:
      properties:
        id:
          type: string
          maxLength: 100
          minLength: 1
          title: Id
        title:
          type: string
          maxLength: 120
          minLength: 1
          title: Title
        question:
          type: string
          maxLength: 1000
          minLength: 1
          title: Question
        decision:
          type: string
          maxLength: 1000
          minLength: 1
          title: Decision
        evidence:
          type: string
          maxLength: 1000
          minLength: 1
          title: Evidence
        workflow:
          anyOf:
            - $ref: '#/components/schemas/WorkflowDefinition'
            - type: 'null'
      additionalProperties: false
      type: object
      required:
        - id
        - title
        - question
        - decision
        - evidence
      title: ResearchObjective
    OnboardingCompanyRequest:
      properties:
        name:
          type: string
          maxLength: 200
          minLength: 1
          title: Name
        url:
          anyOf:
            - type: string
            - type: 'null'
          title: Url
        keywords:
          items:
            type: string
          type: array
          title: Keywords
        collection_targets:
          anyOf:
            - additionalProperties:
                items:
                  $ref: '#/components/schemas/OnboardingAccountTarget'
                type: array
              type: object
            - type: 'null'
          title: Collection Targets
        platforms:
          items:
            type: string
          type: array
          title: Platforms
      type: object
      required:
        - name
      title: OnboardingCompanyRequest
    OnboardingRelatedEntityRequest:
      properties:
        name:
          type: string
          maxLength: 200
          minLength: 1
          title: Name
        url:
          anyOf:
            - type: string
            - type: 'null'
          title: Url
        keywords:
          items:
            type: string
          type: array
          title: Keywords
        collection_targets:
          anyOf:
            - additionalProperties:
                items:
                  $ref: '#/components/schemas/OnboardingAccountTarget'
                type: array
              type: object
            - type: 'null'
          title: Collection Targets
      type: object
      required:
        - name
      title: OnboardingRelatedEntityRequest
    ValidationError:
      properties:
        loc:
          items:
            anyOf:
              - type: string
              - type: integer
          type: array
          title: Location
        msg:
          type: string
          title: Message
        type:
          type: string
          title: Error Type
      type: object
      required:
        - loc
        - msg
        - type
      title: ValidationError
    WorkflowDefinition:
      properties:
        version:
          type: integer
          const: 1
          title: Version
          default: 1
        instructions:
          type: string
          maxLength: 8000
          title: Instructions
          default: ''
        synthesis_model:
          anyOf:
            - type: string
              enum:
                - gpt-5.4-mini
                - gpt-5.5
                - fireworks/auto
            - type: 'null'
          title: Synthesis Model
        model_routing:
          anyOf:
            - $ref: '#/components/schemas/ModelRouting'
            - type: 'null'
        filter_relevance:
          anyOf:
            - type: boolean
            - type: 'null'
          title: Filter Relevance
        document_destination:
          anyOf:
            - $ref: '#/components/schemas/DocumentDestination'
            - type: 'null'
        inputs:
          $ref: '#/components/schemas/WorkflowInputs'
      additionalProperties: false
      type: object
      title: WorkflowDefinition
    OnboardingAccountTarget:
      properties:
        target:
          type: string
          maxLength: 500
          minLength: 1
          title: Target
        role:
          type: string
          enum:
            - official
            - employee
            - founder
            - advocate
            - affiliate
            - organization_affiliate
            - creator
            - competitor
            - unknown
          title: Role
          default: unknown
        organization_affiliation:
          anyOf:
            - $ref: '#/components/schemas/XAffiliation'
            - type: 'null'
      additionalProperties: false
      type: object
      required:
        - target
      title: OnboardingAccountTarget
    ModelRouting:
      properties:
        cost_tier:
          type: string
          enum:
            - low
            - medium
            - high
          title: Cost Tier
          default: medium
        allowed_models:
          anyOf:
            - items:
                type: string
              type: array
              maxItems: 8
              minItems: 1
            - type: 'null'
          title: Allowed Models
      additionalProperties: false
      type: object
      title: ModelRouting
    DocumentDestination:
      properties:
        provider:
          type: string
          enum:
            - google_docs
            - notion
          title: Provider
        url:
          type: string
          maxLength: 2048
          title: Url
      additionalProperties: false
      type: object
      required:
        - provider
        - url
      title: DocumentDestination
      description: >-
        Agent-managed delivery preference; not a provider connection or export
        job.
    WorkflowInputs:
      properties:
        platforms:
          items:
            type: string
            enum:
              - twitter
              - slack
          type: array
          maxItems: 2
          title: Platforms
        account_roles:
          items:
            type: string
            enum:
              - official
              - organization_affiliate
              - affiliate
              - competitor
              - employee
              - founder
              - organic
              - unknown
          type: array
          maxItems: 8
          title: Account Roles
        slack_channels:
          items:
            $ref: '#/components/schemas/SlackWorkflowChannel'
          type: array
          maxItems: 5
          title: Slack Channels
        lookback_days:
          type: integer
          maximum: 90
          minimum: 1
          title: Lookback Days
          default: 7
        max_sources:
          type: integer
          maximum: 200
          minimum: 1
          title: Max Sources
          default: 25
        x_queries:
          anyOf:
            - items:
                type: string
              type: array
              maxItems: 3
            - type: 'null'
          title: X Queries
        x_language:
          anyOf:
            - type: string
              enum:
                - en
                - ja
                - zh
                - ko
                - es
                - fr
                - de
                - pt
                - ar
                - hi
            - type: 'null'
          title: X Language
        x_min_likes:
          anyOf:
            - type: integer
              maximum: 1000000
              minimum: 0
            - type: 'null'
          title: X Min Likes
      additionalProperties: false
      type: object
      title: WorkflowInputs
    XAffiliation:
      properties:
        organization_id:
          type: string
          pattern: ^[0-9]{1,19}$
          title: Organization Id
        organization_username:
          type: string
          pattern: ^[A-Za-z0-9_]{1,15}$
          title: Organization Username
        account_id:
          type: string
          pattern: ^[0-9]{1,19}$
          title: Account Id
        observed_at:
          type: string
          format: date-time
          title: Observed At
      additionalProperties: false
      type: object
      required:
        - organization_id
        - organization_username
        - account_id
        - observed_at
      title: XAffiliation
    SlackWorkflowChannel:
      properties:
        team_id:
          type: string
          pattern: ^T[A-Z0-9]{2,30}$
          title: Team Id
        channel_id:
          type: string
          pattern: ^[CG][A-Z0-9]{2,30}$
          title: Channel Id
        name:
          type: string
          maxLength: 120
          title: Name
          default: ''
      additionalProperties: false
      type: object
      required:
        - team_id
        - channel_id
      title: SlackWorkflowChannel

````

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