Cassidy Intake Endpoint

Push action items and takeaways from client calls into the PMT Queue for review.

Endpoint

POST /api/notes/queue/intake/cassidy

Authentication

Uses the REST API token. Include the l5key header with the client’s API key.

l5key: <your_rest_api_token>

The API key is generated in Settings > System Configuration > Rest API Token. Each key is scoped to a specific client, the client_id is extracted from the token automatically.

Request

Headers

Header	Required	Description
`l5key`	Yes	REST API token for the client
`Content-Type`	Yes	`application/json`

Body

Send a single JSON object or an array of objects (max 100 per request).

Required

Field	Type	Description
`title`	string	Action item or takeaway title. Max 60 characters (rejected if longer).

Optional — Core Fields

Field	Type	Description
`date`	string	Start date in `YYYY-MM-DD` format. Defaults to today if omitted.
`end_date`	string	Deadline in `YYYY-MM-DD` format.
`notes`	string	Additional details or context from the call.
`media_source`	string	Channel or platform (e.g. `"Meta"`, `"Google Ads"`).
`campaign`	string	Campaign name if relevant.
`ads`	string	Ad name if relevant.
`on_it_id`	integer or string	Assignee — pass a user ID (integer) or an email address (string). Emails are resolved to user IDs automatically. Returns a `400` error if the user is not found.

Optional — Categorization

Field	Type	Valid Values
`category`	string	`"GTM Calendar"`, `"Action Item"`, `"Creative"`, `"Test & Learn"`. Defaults to `"Action Item"` if omitted.
`subcategory`	string	Must match the category (see pairing table below). Rejected if the pair is invalid.
`priority`	string	`"Low"`, `"Medium"`, `"High"`, `"Urgent"`
`status`	string	`"In Queue"` (default), `"Planned"`, `"WIP"`, `"Launched"`, `"Complete"`, `"Stuck"`, `"Deferred"`, `"Cancelled"`
`kpi`	string	`"Revenue"`, `"MER"`, `"CTR"`, `"CPC"`, `"nCAC"`, `"CVR"`, `"AOV"`, `"Other"`, `"n/a"`
`month`	string or array of strings	One or more of `"January"` through `"December"`. Accepts a single string (`"March"`), a comma-delimited string (`"March, April"`), or an array (`["March", "April"]`). Case-insensitive on input — stored in canonical PascalCase and calendar order. Unknown month names return a `400` validation error.

Category / Subcategory Pairings

Category	Valid Subcategories
`"GTM Calendar"`	`"Promotion"`, `"Product Launch"`, `"Campaign"`, `"Email/SMS"`
`"Action Item"`	`"Lunar"`, `"Client"`
`"Creative"`	`"Flight"`, `"Brief"`, `"UGC"`
`"Test & Learn"`	`"Creative"`, `"Tactic"`, `"Audience"`, `"Funnel"`

Sending a subcategory that doesn’t belong to the given category will return a 400 validation error. Subcategory without a category is also rejected.

Optional — Extended Fields

Field	Type	Description
`expected_impact`	string	Expected impact description.
`outcome_learnings`	string	Outcome or learnings notes.
`client_visibility`	boolean	`true` to make visible to client users. Defaults to `true` for Cassidy intake.

Fields set automatically by the backend

These are not sent by Cassidy:

Field	Value
`client_id`	Extracted from the `l5key` token
`intake_source`	`"cassidy"`
`queue_status`	`"pending"`
`status`	`"In Queue"`
`category`	`"Action Item"` (overridable)
`client_visibility`	`true` (visible to client users by default)
`created_by`	`null` (displayed as “Cassidy” in the UI)

Examples

Single item

curl -X POST https://your-domain.com/api/notes/queue/intake/cassidy \
  -H "l5key: YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Facebook Ads 7-Day Performance Review",
    "date": "2026-03-25",
    "notes": "ROAS dropped from 5.71x (30-day avg) to 3.10x over last 7 days. Monitor for audience saturation.",
    "media_source": "Facebook Ads",
    "category": "Action Item",
    "priority": "Medium"
  }'

Batch (multiple items)

curl -X POST https://your-domain.com/api/notes/queue/intake/cassidy \
  -H "l5key: YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '[
    {
      "title": "Top 5 Creative Assets Performance Summary",
      "category": "Creative",
      "priority": "High"
    },
    {
      "title": "Top Channel Performance Analysis - April 2026",
      "date": "2026-04-01",
      "media_source": "Google Ads",
      "category": "Action Item",
      "subcategory": "Lunar"
    }
  ]'

Minimal request (title only)

curl -X POST https://your-domain.com/api/notes/queue/intake/cassidy \
  -H "l5key: YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"title": "Google Ads Campaign Performance Tracking"}'

Responses

201 Created

{
  "responseCode": 201,
  "responseMessage": "2 item(s) added to queue.",
  "items": [
    {"id": 12345, "title": "Top 5 Creative Assets Performance Summary"},
    {"id": 12346, "title": "Top Channel Performance Analysis - April 2026"}
  ]
}

400 Bad Request (validation errors)

{
  "responseMessage": "Validation failed.",
  "errors": [
    {"index": 0, "field": "title", "error": "This field is required."},
    {"index": 1, "field": "category", "error": "'Foo' is not a valid category. Valid options: Action Item, Creative, GTM Calendar, Test & Learn"}
  ]
}

403 Forbidden (invalid or missing API key)

Returned automatically when the l5key header is missing or does not match any active client.

What happens after intake

Items land in the PMT Queue with intake_source = "cassidy" and queue_status = "pending".
A team member views the Cassidy queue tab in the PMT Queue dashboard.
They click the checkmark to accept (opens a form to fill remaining fields) or the X to reject (soft-deletes with audit trail).
Accepted items move to the main PMT with status = "Planned".

Getting Started

Onboarding

Platform

Configuration

AI Agents

Agent Surface

Creative Analytics

Development

Lunar Interns

Performance Reports

Attribution & Reporting

Notes / PMT

Cassidy queue intake endpoint

Cassidy Intake Endpoint

Endpoint

Authentication

Request

Headers

Body

Required

Optional — Core Fields

Optional — Categorization

Category / Subcategory Pairings

Optional — Extended Fields

Fields set automatically by the backend

Examples

Single item

Batch (multiple items)

Minimal request (title only)

Responses

201 Created

400 Bad Request (validation errors)

403 Forbidden (invalid or missing API key)

What happens after intake

​Cassidy Intake Endpoint

​Endpoint

​Authentication

​Request

​Headers

​Body

​Required

​Optional — Core Fields

​Optional — Categorization

​Category / Subcategory Pairings

​Optional — Extended Fields

​Fields set automatically by the backend

​Examples

​Single item

​Batch (multiple items)

​Minimal request (title only)

​Responses

​201 Created

​400 Bad Request (validation errors)

​403 Forbidden (invalid or missing API key)

​What happens after intake

Cassidy Intake Endpoint

Endpoint

Authentication

Request

Headers

Body

Required

Optional — Core Fields

Optional — Categorization

Category / Subcategory Pairings

Optional — Extended Fields

Fields set automatically by the backend

Examples

Single item

Batch (multiple items)

Minimal request (title only)

Responses

201 Created

400 Bad Request (validation errors)

403 Forbidden (invalid or missing API key)

What happens after intake