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

# Apply a setup proposal

> **Beta — behind the `sonar-onboarding` feature flag.** Workspaces the flag is off for get `404 FEATURE_DISABLED`.

Creates the proposal's kept keywords with only their **quiet** settings (tag, exact match, skipped words, excluded authors, platforms, context — the brand's term set waits for the Clean up) and turns off the non-core sources the proposal flags (P2). Every hard gate runs again first: a failure returns `400 SETUP_GATE_VIOLATION` with the violations and writes nothing. A proposal made before the company profile was last edited is stale: `409 SETUP_PROPOSAL_STALE` (propose again first). Idempotent — a second call creates nothing and returns the same keyword ids, and a retry after a failure part-way resumes where it stopped. Once an apply has started, the attempt is locked: a retry must use the same selections (or none), and different ones return `409 SETUP_APPLY_IN_PROGRESS` with the recorded selections; a concurrent apply gets the same 409 and writes nothing. Changing the workspace platforms needs an `admin`-scoped key (`403 SETUP_ADMIN_SCOPE_REQUIRED`). A proposal whose volumes are still placeholders (a platform that did not answer within the proposal's per-platform budget) is measured in full before any gate decides on it; when that measurement cannot finish, apply returns `503 SETUP_MEASUREMENT_PENDING` and writes nothing — retry in a few seconds.



## OpenAPI

````yaml https://app.octolens.com/api/v2/openapi.json post /api/v2/setup/proposals/{id}/apply
openapi: 3.1.0
info:
  title: Octolens API
  version: 2.0.0
  description: >-
    The Octolens API lets you query mentions, manage keywords, and configure
    feeds programmatically. Every action available in the Octolens UI is
    available here.


    ### Authentication


    All v2 endpoints require an API key. Create one in **Settings > API** and
    pass it as `Authorization: Bearer <key>`. Keys are scoped to the
    organization they were minted in; you cannot access another org's data.


    API keys carry a scope — `read`, `write` (implies read), or `admin` (implies
    write). Each endpoint documents the scope it needs via the
    `x-required-scope` OpenAPI extension and the scope badge in the docs
    surface.


    ### Rate limiting


    The v2 API is rate-limited at **500 requests per hour per organization**,
    across all keys for that org. The limit resets at the top of each clock hour
    (fixed hourly window — the counter is keyed by the UTC hour bucket, not a
    rolling trailing hour).


    Every 2xx response carries three headers so clients can pace themselves:

    * `X-RateLimit-Limit` — the hourly cap (500)

    * `X-RateLimit-Remaining` — requests left in the current window

    * `X-RateLimit-Reset` — Unix timestamp (seconds) when the window resets


    When the cap is hit, the endpoint returns **429 Rate Limited** with an
    additional `Retry-After` header (seconds until the next window). The
    response body is the standard `ErrorResponse` with `code: "RATE_LIMITED"`.


    `POST /api/v2/mentions/export` additionally has its own, stricter limits —
    **5 exports per hour and 2 concurrent exports per organization** — because a
    single export fans out into up to 500 backing queries. See that endpoint's
    description; prefer one filtered export over polling exports on a schedule.


    ### Response timing


    Every response also carries a standard `Server-Timing` header with the
    server-side breakdown of that request — `auth` (credential verification,
    plan gate and rate limiting), `handler` (the endpoint's own work) and
    `total`, in milliseconds. Use it to tell whether a slow call was spent in
    the API's request pipeline, in the query behind the endpoint, or on the
    network in between; browsers surface it automatically in devtools. Responses
    rejected before the endpoint ran carry `auth` and `total` only, and an
    endpoint may publish extra metrics of its own alongside these three — parse
    the header as a list, not as a fixed triple.


    ### Error handling


    All non-2xx responses share the same `ErrorResponse` envelope: `{ error: {
    code, message, status, details? } }`. The `code` field is a stable
    `ApiErrorCode` enum — branch on it programmatically instead of parsing
    `message`. See the `ApiErrorCode` schema for the full catalog grouped by
    category.


    `VALIDATION_ERROR` (400) responses include a `details` array with per-field
    Zod issues — inspect `details[i].path` to pinpoint which input was rejected.


    Unknown paths under `/api/v2/` (including the bare `/api/v2` root) answer
    **404** with the same envelope (`code: "NOT_FOUND"`) and a message pointing
    back at this spec — never an HTML error page. Legacy `/api/v1/` paths behave
    the same with v1's lowercase-code envelope (`code: "not_found"`).


    ### Discovery


    Machine-readable entry points, for agents and tooling:

    * `GET /api/v2/openapi.json` — this document (also mirrored at
    `https://octolens.com/openapi.json`)

    * `GET /api/v2/docs` — human-readable reference rendered from it

    * `GET /.well-known/oauth-protected-resource/api/v2` — RFC 9728
    protected-resource metadata for this API, declaring `scopes_supported:
    [read, write, admin]`

    * `GET /.well-known/oauth-protected-resource` — the same metadata for the
    MCP server (`/api/mcp/v2`, OAuth)


    ### Building filter bodies


    Endpoints that accept `simpleFilters` / `advancedFilters` (e.g. `POST
    /api/v2/mentions`, `PATCH /api/v2/feeds/{id}`) take a structured object that
    can be tricky to hand-craft. If you just have a natural-language description
    of what you want ("negative posts about pricing on reddit in the last
    week"), call `POST /api/v2/ai/filter-wizard` with that prompt and it will
    return a ready-to-use filter object you can pass straight through.
servers:
  - url: https://app.octolens.com
    description: Production
  - url: http://localhost:3000
    description: Local development
security:
  - ApiKey:
      - read
paths:
  /api/v2/setup/proposals/{id}/apply:
    post:
      tags:
        - Setup
      summary: Apply a setup proposal
      description: >-
        **Beta — behind the `sonar-onboarding` feature flag.** Workspaces the
        flag is off for get `404 FEATURE_DISABLED`.


        Creates the proposal's kept keywords with only their **quiet** settings
        (tag, exact match, skipped words, excluded authors, platforms, context —
        the brand's term set waits for the Clean up) and turns off the non-core
        sources the proposal flags (P2). Every hard gate runs again first: a
        failure returns `400 SETUP_GATE_VIOLATION` with the violations and
        writes nothing. A proposal made before the company profile was last
        edited is stale: `409 SETUP_PROPOSAL_STALE` (propose again first).
        Idempotent — a second call creates nothing and returns the same keyword
        ids, and a retry after a failure part-way resumes where it stopped. Once
        an apply has started, the attempt is locked: a retry must use the same
        selections (or none), and different ones return `409
        SETUP_APPLY_IN_PROGRESS` with the recorded selections; a concurrent
        apply gets the same 409 and writes nothing. Changing the workspace
        platforms needs an `admin`-scoped key (`403
        SETUP_ADMIN_SCOPE_REQUIRED`). A proposal whose volumes are still
        placeholders (a platform that did not answer within the proposal's
        per-platform budget) is measured in full before any gate decides on it;
        when that measurement cannot finish, apply returns `503
        SETUP_MEASUREMENT_PENDING` and writes nothing — retry in a few seconds.
      operationId: applySetupProposal
      parameters:
        - in: path
          name: id
          schema:
            description: The setup draft id (`draft_…`) or the proposal id it carries.
            example: draft_x2Yk9…
            type: string
            minLength: 1
            maxLength: 191
          required: true
          description: The setup draft id (`draft_…`) or the proposal id it carries.
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ApplySetupRequest'
      responses:
        '200':
          description: 200 response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SetupApplyResult'
        '400':
          description: Validation error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '401':
          description: Missing or invalid authentication
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '403':
          description: Forbidden (insufficient plan or permissions)
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '429':
          description: Rate limit exceeded
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '500':
          description: Internal server error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
      security:
        - ApiKey:
            - write
components:
  schemas:
    ApplySetupRequest:
      type: object
      properties:
        selections:
          $ref: '#/components/schemas/SetupApplySelections'
          description: What the user kept. Omitted = every keyword selected by default.
    SetupApplyResult:
      description: >-
        What apply created: one keyword per kept proposal keyword with only its
        quiet settings, and the workspace platforms. Idempotent — a re-run
        returns the same ids.
      type: object
      properties:
        draftId:
          type: string
        proposalId:
          type: string
        organizationId:
          type: string
        appliedAt:
          type: string
        keywords:
          type: array
          items:
            $ref: '#/components/schemas/SetupAppliedKeyword'
        platforms:
          type: object
          properties:
            before:
              anyOf:
                - type: array
                  items:
                    type: string
                - type: 'null'
            after:
              type: array
              items:
                type: string
            'off':
              type: array
              items:
                type: object
                properties:
                  source:
                    type: string
                  reason:
                    type: string
                required:
                  - source
                  - reason
                additionalProperties: false
            changed:
              type: boolean
          required:
            - before
            - after
            - 'off'
            - changed
          additionalProperties: false
        quietSettings:
          type: array
          items:
            type: string
        flags:
          type: array
          items:
            type: string
        reviewSummary:
          default: []
          type: array
          items:
            type: string
      required:
        - draftId
        - proposalId
        - organizationId
        - appliedAt
        - keywords
        - platforms
        - quietSettings
        - flags
        - reviewSummary
      additionalProperties: false
    ErrorResponse:
      description: >-
        Standard error envelope returned for all non-2xx responses. The `code`
        field is stable — safe to branch on programmatically. `code`, `message`
        and `status` are always present; anything else is additive and per-code
        (`details` on `VALIDATION_ERROR`, `upgradeUrl`/`upgradeCommand` on
        `UPGRADE_REQUIRED`).
      type: object
      properties:
        error:
          type: object
          properties:
            code:
              $ref: '#/components/schemas/ApiErrorCode'
              description: >-
                Machine-readable error code. See `ApiErrorCode` for the full
                list.
              example: NOT_FOUND
            message:
              description: Human-readable error message.
              example: Resource not found
              type: string
            status:
              description: HTTP status code — always matches the response status.
              example: 404
              type: integer
              minimum: -9007199254740991
              maximum: 9007199254740991
            details:
              description: >-
                Present on `VALIDATION_ERROR` responses. Contains Zod issues
                describing each failing field (path, code, message).
              type: array
              items: {}
            upgradeUrl:
              description: >-
                Present on `UPGRADE_REQUIRED` responses (additive — see
                `ApiErrorCode`): the URL of the upgrade page for this workspace.
              example: https://app.octolens.com/me/upgrade?src=agents
              type: string
            upgradeCommand:
              description: >-
                Present on `UPGRADE_REQUIRED` responses (additive): the CLI
                command that mints a single-use, already-authenticated link into
                the upgrade page.
              example: octolens upgrade
              type: string
          required:
            - code
            - message
            - status
          additionalProperties: false
      required:
        - error
      additionalProperties: false
    SetupApplySelections:
      type: object
      properties:
        keywordRefs:
          description: The keywords the user kept.
          maxItems: 50
          type: array
          items:
            type: string
            minLength: 1
            maxLength: 64
        optionIds:
          default: []
          maxItems: 50
          type: array
          items:
            type: string
            minLength: 1
            maxLength: 64
        confirmedTotals:
          description: >-
            Recorded for us (T2c). Since 15 Sep the wizard no longer asks for a
            confirm tick, so this never blocks apply.
          default: false
          type: boolean
        confirmedHandles:
          description: Refs of handle-shaped keywords the user confirmed (G3).
          default: []
          maxItems: 50
          type: array
          items:
            type: string
            minLength: 1
            maxLength: 64
        platformsOff:
          default: []
          maxItems: 50
          type: array
          items:
            type: string
            minLength: 1
            maxLength: 64
      required:
        - keywordRefs
    SetupAppliedKeyword:
      type: object
      properties:
        ref:
          type: string
        id:
          type: integer
          minimum: -9007199254740991
          maximum: 9007199254740991
        keyword:
          type: string
        tag:
          type: string
        alreadyExisted:
          type: boolean
        quietSettings:
          type: array
          items:
            $ref: '#/components/schemas/SetupKeywordSettingName'
        deferredSettings:
          type: array
          items:
            $ref: '#/components/schemas/SetupKeywordSettingName'
      required:
        - ref
        - id
        - keyword
        - tag
        - alreadyExisted
        - quietSettings
        - deferredSettings
      additionalProperties: false
    ApiErrorCode:
      description: >-
        Stable, machine-readable error code. Grouped as follows:


        **Auth / request shape** — `UNAUTHORIZED` (401), `FORBIDDEN` (403),
        `RATE_LIMITED` (429), `VALIDATION_ERROR` (400 — response carries a
        `details` array with Zod issues), `INTERNAL_ERROR` (500).


        **Agency master-key org selection** — `ORGANIZATION_REQUIRED` (400 — an
        agency master key must pass the `x-octolens-organization-id` header to
        select a target workspace), `FORBIDDEN_ORGANIZATION` (403 — the
        requested organization does not belong to the key's agency).


        **Plan / quota walls** — `UPGRADE_REQUIRED` (403 — an Agents-plan wall:
        a cap was hit (the lifetime search allowance or the monthly mention
        quota), or the endpoint is not part of the Agents plan at all — on that
        plan only search, org/usage/auth introspection, the upgrade link and
        monitoring recommendations are available, and every other endpoint
        answers this code before validating input; the envelope carries two
        ADDITIVE fields alongside the standard three, `upgradeUrl` (the upgrade
        page) and `upgradeCommand` (`octolens upgrade`, which mints a single-use
        authenticated link into that page), so an agent gets an actionable next
        step, not just prose), `QUOTA_EXCEEDED` (402 — the monthly mention quota
        is exhausted on a non-Agents plan; enable flex pricing or upgrade). The
        search routes also send `X-Octolens-Searches-Remaining` /
        `X-Octolens-Mentions-Remaining` response headers on success so clients
        can self-throttle before either wall.


        **Not found (404)** — generic `NOT_FOUND` plus domain-specific variants:
        `FEED_NOT_FOUND`, `KEYWORD_NOT_FOUND`, `KEYWORDS_NOT_FOUND`,
        `POST_NOT_FOUND`, `MENTION_NOT_FOUND`, `SUMMARY_NOT_FOUND`,
        `SEARCH_NOT_FOUND`, `SUGGESTION_NOT_FOUND`, `COMPANY_NOT_FOUND`,
        `ORG_NOT_FOUND`, `SETTINGS_NOT_FOUND`, `NOTIFICATION_NOT_FOUND`,
        `VIEW_NOT_FOUND`, `ALERT_NOT_FOUND`, `ATTENTION_ITEM_NOT_FOUND`. A
        resource id that exists but belongs to another workspace answers the
        SAME not-found as an unused id — existence is never leaked across
        tenants. `FEATURE_DISABLED` (404) — the endpoint is behind a feature
        flag (beta) that is off for this workspace.


        **Authorization (403)** — generic `FORBIDDEN` (the caller is not
        permitted to perform the operation, e.g. insufficient API-key scope).
        There are deliberately NO per-resource 403 codes: cross-workspace access
        reads as the resource's 404.


        **Business-rule violations (400)** — `INVALID_INPUT` (semantically
        invalid arguments), `KEYWORD_LIMIT_EXCEEDED` (plan cap hit),
        `KEYWORD_OPERATOR_SYNTAX` (the keyword carries search-operator syntax —
        quotes, a leading `+`, a `-term`, `AND`/`OR`, a mid-string `*` — which
        is matched literally and would never hit; the envelope adds
        `suggestion`, the stripped string to track instead, plus `alternatives`
        and `excludeWords`), `LAST_ADMIN` (refuses to remove the only admin),
        `ITEM_EXISTS` (duplicate), `INVALID_DOMAIN`, `INVALID_TIMEZONE`,
        `SLACK_NOT_CONNECTED` / `SLACK_CHANNEL_NOT_FOUND` /
        `SLACK_CHANNEL_REQUIRED` (Slack destination validation),
        `WEBHOOK_URL_INVALID` (webhook URL rejected), `NO_DESTINATIONS` /
        `NO_SAMPLE_MENTION` (notification test delivery preconditions),
        `INVALID_DESTINATION` (a destination is missing/mismatched its
        type-specific sub-object, or two share a type) /
        `DESTINATION_INDEX_OUT_OF_RANGE` (feed destination index),
        `FILTER_LIMIT_EXCEEDED` (the effective mention query has more than 50
        caller-authored conditions), `FILTER_CONDITION_LIMIT_EXCEEDED` (a saved
        feed would have more than 50 conditions across both filter sides),
        `ENGAGEMENT_METRICS_DISABLED` (engagement filtering is unavailable in
        this deployment), and `ATTENTION_ACTION_NOT_APPLY` (the attention item's
        action is not an `apply`).


        **Conflict (409)** — `FEED_FILTER_WRITE_CONFLICT` means another writer
        changed the saved feed after it was read; fetch the latest feed and
        retry the filter update.


        **Operation failures (500)** — `ENGAGE_FAILED` /
        `RELEVANCE_UPDATE_FAILED` carry a specific code so clients can
        distinguish a failed mutation from a generic `INTERNAL_ERROR`.
      type: string
      enum:
        - UNAUTHORIZED
        - FORBIDDEN
        - RATE_LIMITED
        - VALIDATION_ERROR
        - INTERNAL_ERROR
        - ORGANIZATION_REQUIRED
        - FORBIDDEN_ORGANIZATION
        - MASTER_KEY_REQUIRED
        - AGENCY_INACTIVE
        - NOT_AN_AGENCY_WORKSPACE
        - AGENCY_NOT_FOUND
        - WORKSPACE_NOT_IN_AGENCY
        - ANCHOR_WORKSPACE
        - AGENCY_WORKSPACE_LIMIT
        - INVITE_FANOUT_TOO_LARGE
        - SUPERADMIN_REMOVE_FORBIDDEN
        - USER_REQUIRED
        - FLEX_REQUIRES_CAP
        - FLEX_REQUIRES_BUDGET
        - AGENCY_BILLING_NOT_CONFIGURED
        - WORKSPACE_CREATE_FAILED
        - WORKSPACE_SETUP_FAILED
        - WORKSPACE_ACCESS_FAILED
        - UPGRADE_REQUIRED
        - QUOTA_EXCEEDED
        - NOT_FOUND
        - FEED_NOT_FOUND
        - KEYWORD_NOT_FOUND
        - KEYWORDS_NOT_FOUND
        - POST_NOT_FOUND
        - MENTION_NOT_FOUND
        - SUMMARY_NOT_FOUND
        - SEARCH_NOT_FOUND
        - SUGGESTION_NOT_FOUND
        - COMPANY_NOT_FOUND
        - ORG_NOT_FOUND
        - SETTINGS_NOT_FOUND
        - NOTIFICATION_NOT_FOUND
        - VIEW_NOT_FOUND
        - ALERT_NOT_FOUND
        - ATTENTION_ITEM_NOT_FOUND
        - FEATURE_DISABLED
        - MENTION_KEYWORD_UNKNOWN
        - EXPORT_LINK_UNAVAILABLE
        - INVALID_INPUT
        - KEYWORD_LIMIT_EXCEEDED
        - KEYWORD_OPERATOR_SYNTAX
        - LAST_ADMIN
        - ITEM_EXISTS
        - INVALID_DOMAIN
        - INVALID_TIMEZONE
        - SLACK_NOT_CONNECTED
        - SLACK_CHANNEL_NOT_FOUND
        - SLACK_CHANNEL_REQUIRED
        - WEBHOOK_URL_INVALID
        - NO_DESTINATIONS
        - NO_SAMPLE_MENTION
        - INVALID_DESTINATION
        - DESTINATION_INDEX_OUT_OF_RANGE
        - FILTER_LIMIT_EXCEEDED
        - FILTER_CONDITION_LIMIT_EXCEEDED
        - ENGAGEMENT_METRICS_DISABLED
        - ATTENTION_ACTION_NOT_APPLY
        - FEED_FILTER_WRITE_CONFLICT
        - ENGAGE_FAILED
        - RELEVANCE_UPDATE_FAILED
    SetupKeywordSettingName:
      type: string
      enum:
        - tag
        - exactMatch
        - additionalTerms
        - excludeWords
        - wildcardExcludeWords
        - excludeAuthors
        - platforms
        - context
  securitySchemes:
    ApiKey:
      type: http
      scheme: bearer
      description: >-
        Clerk API key. Create one in Settings → API Keys. Pass as
        `Authorization: Bearer <key>`. Keys carry a scope — `read`, `write`
        (implies read) or `admin` (implies write) — chosen when the key is
        minted. Each operation's `security` requirement (and its
        `x-required-scope` extension) names the minimum scope it needs; request
        the least-privileged key that covers the operations you call.
      x-key-scopes:
        read: >-
          Read-only access: list/query mentions, keywords, feeds, analytics, org
          metadata.
        write: >-
          Read plus mutations: create/update/delete keywords, feeds, tags,
          filters, notifications. Implies `read`.
        admin: >-
          Write plus org administration: member management, invitations, agency
          workspaces. Implies `write`.

````

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