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

# Analyze Notes

> Summarize and extract insights from all notes attached to a contact or deal

<Warning>
  This endpoint consumes AI credits. Each analysis costs 2 credits regardless of note count. If the workspace balance is insufficient, the API returns `402 insufficient_credits`.
</Warning>

## Request

### Headers

```
Authorization: Bearer wbk_your_api_key_here
Content-Type: application/json
```

<ParamField header="Idempotency-Key" type="string">
  Optional UUID. Deduplicates retries within 24 hours.
</ParamField>

### Body Parameters

<ParamField body="contact_id" type="string">
  UUID of a contact whose notes should be analyzed. Provide either `contact_id` or `deal_id`.
</ParamField>

<ParamField body="deal_id" type="string">
  UUID of a deal whose notes should be analyzed.
</ParamField>

<ParamField body="focus" type="string">
  Optional focus area: `summary`, `risks`, `opportunities`, `sentiment`, `timeline`, or `all`. Defaults to `all`.
</ParamField>

<ParamField body="max_notes" type="integer" default="50">
  Maximum number of notes to include (most recent first). Maximum 200.
</ParamField>

## Response

<ResponseField name="data" type="object">
  <Expandable title="properties">
    <ResponseField name="summary" type="string">High-level narrative summary of all considered notes</ResponseField>
    <ResponseField name="key_points" type="array">Bulleted list of extracted key points</ResponseField>
    <ResponseField name="risks" type="array">Identified risks, each with `description` and `severity`</ResponseField>
    <ResponseField name="opportunities" type="array">Extracted opportunities</ResponseField>
    <ResponseField name="sentiment" type="object">`label` (positive/neutral/negative) and `score` (-1.0 to 1.0)</ResponseField>
    <ResponseField name="timeline" type="array">Chronological events pulled from notes</ResponseField>
    <ResponseField name="note_ids" type="array">IDs of notes included in the analysis</ResponseField>
    <ResponseField name="credits_remaining" type="integer">Balance after this call</ResponseField>
  </Expandable>
</ResponseField>

Responses include `X-RateLimit-Limit`, `X-RateLimit-Remaining`, `X-RateLimit-Reset`, and `X-Request-ID`.

<CodeGroup>
  ```bash cURL theme={null}
  curl -X POST \
    https://data.leadlex.com/functions/v1/api-gateway/v1/ai/analyze-notes \
    -H "Authorization: Bearer wbk_your_api_key_here" \
    -H "Content-Type: application/json" \
    -d '{"contact_id": "123e4567-e89b-12d3-a456-426614174000", "focus": "all"}'
  ```

  ```python Python theme={null}
  import requests

  API_KEY = "wbk_your_api_key_here"
  BASE_URL = "https://data.leadlex.com/functions/v1/api-gateway"

  r = requests.post(
      f"{BASE_URL}/v1/ai/analyze-notes",
      headers={
          "Authorization": f"Bearer {API_KEY}",
          "Content-Type": "application/json",
      },
      json={"contact_id": "123e4567-e89b-12d3-a456-426614174000"},
  )
  print(r.json()["data"]["summary"])
  ```

  ```javascript JavaScript theme={null}
  const res = await fetch(
    'https://data.leadlex.com/functions/v1/api-gateway/v1/ai/analyze-notes',
    {
      method: 'POST',
      headers: {
        'Authorization': 'Bearer wbk_your_api_key_here',
        'Content-Type': 'application/json',
      },
      body: JSON.stringify({ contact_id: '123e4567-e89b-12d3-a456-426614174000' }),
    }
  );
  const { data } = await res.json();
  console.log(data.summary);
  ```
</CodeGroup>

### Example Response

```json theme={null}
{
  "data": {
    "summary": "Jane is actively exploring outside counsel for a Series B round. She has requested standard engagement terms and timelines.",
    "key_points": [
      "Looking for counsel to support Series B fundraise",
      "Prefers flat-fee engagement over hourly",
      "Expects kick-off in early Q3"
    ],
    "risks": [
      { "description": "Competing proposals from two other firms", "severity": "medium" }
    ],
    "opportunities": [
      { "description": "Potential ongoing general counsel retainer" }
    ],
    "sentiment": { "label": "positive", "score": 0.62 },
    "timeline": [
      { "date": "2026-04-10", "event": "Initial intro email" },
      { "date": "2026-04-15", "event": "Discovery call" }
    ],
    "note_ids": ["note_001", "note_002", "note_003"],
    "credits_remaining": 4866
  }
}
```

## Errors

| Status | Code                       | Description                                |
| ------ | -------------------------- | ------------------------------------------ |
| 400    | `validation_error`         | Missing `contact_id` or `deal_id`          |
| 401    | `invalid_key`              | Invalid or expired API key                 |
| 402    | `insufficient_credits`     | Workspace credit balance is exhausted      |
| 403    | `insufficient_permissions` | Missing `write:ai` permission              |
| 404    | `not_found`                | Target entity does not exist               |
| 409    | `no_notes`                 | No notes are attached to the target entity |
| 429    | `rate_limited`             | Rate limit exceeded                        |