Copy for AI

Assisted setup

An agent or your terminal proposes the account’s setup; a person reviews and approves it.

Cord reads a business’s website, a description in its own words and its price list, and builds a setup proposal: profile details, branding, taxes, product catalog, message templates and quote preferences. It’s the same assistant as onboarding and Settings, exposed through three doors for developers:

Door	How
REST API	POST /api/v1/setup/plans and GET /api/v1/setup/plans/{id}
CLI	cord setup (see CLI)
MCP server	The proponer_configuracion and estado_configuracion tools (see MCP Server)

Propose a setup

Send at least one of the three fields:

Field	Type	Detail
sitio	string	The business’s website, for example materialesdelvalle.mx. Cord reads its text, colors, logo, emails and phone numbers. Up to 300 characters.
descripcion	string	What the business does, how it gets paid and which taxes it charges or withholds, in its own words. Up to 4,000 characters; the rest is trimmed.
archivo	object	The price list: { "nombre": "prices-2026.csv", "base64": "..." }. Excel (.xlsx), CSV, PDF or a photo (PNG or JPG), up to 3 MB before encoding.

curl https://cordhq.app/api/v1/setup/plans \
  -H "Authorization: Bearer sk_test_..." \
  -H "Content-Type: application/json" \
  -d '{
    "sitio": "materialesdelvalle.mx",
    "descripcion": "We sell building materials on 30-day credit and withhold 4% VAT on freight."
  }'

To include the price list from the terminal:

curl https://cordhq.app/api/v1/setup/plans \
  -H "Authorization: Bearer sk_test_..." \
  -H "Content-Type: application/json" \
  -d "{\"sitio\":\"materialesdelvalle.mx\",\"archivo\":{\"nombre\":\"prices.csv\",\"base64\":\"$(base64 < prices.csv | tr -d '\n')\"}}"

The response is 201 Created:

{
  "data": {
    "object": "setup_plan",
    "id": "c7a2e9d1-4b6f-4f0a-8e3c-2d9b1a5f7e64",
    "estado": "propuesto",
    "review_url": "https://cordhq.app/app/setup/c7a2e9d1-4b6f-4f0a-8e3c-2d9b1a5f7e64",
    "resumen": "Building materials distributor with 30-day credit and VAT withholding on freight.",
    "conteos": { "perfil": 3, "marca": 2, "cotizaciones": 1, "impuestos": 1, "productos": 42, "plantillas": 2 },
    "avisos": [],
    "descartado": [
      { "campo": "perfil.telefono", "motivo": "No es un teléfono válido." }
    ]
  }
}

Field	What it is
review_url	The page where a person reviews and applies the proposal. Share it with whoever manages the account.
resumen	One line with what Cord understood about the business. It’s written in the account’s language.
conteos	How many changes each section brings.
avisos	What couldn’t be read, for example a website that didn’t respond or a list whose columns weren’t recognized. The proposal still comes out with the rest.
descartado	Data the AI proposed that didn’t pass Cord’s validation (tax format, rates, prices). It never reaches the proposal.

Cord only proposes what the source supports: a tax ID only if it appears verbatim, a product only if it has a price, and a tax only if it isn’t already in your catalog. Every value goes through the same country rules as Settings.

Check the status

curl https://cordhq.app/api/v1/setup/plans/c7a2e9d1-4b6f-4f0a-8e3c-2d9b1a5f7e64 \
  -H "Authorization: Bearer sk_test_..."

{
  "data": {
    "object": "setup_plan",
    "id": "c7a2e9d1-4b6f-4f0a-8e3c-2d9b1a5f7e64",
    "estado": "aplicado",
    "review_url": "https://cordhq.app/app/setup/c7a2e9d1-4b6f-4f0a-8e3c-2d9b1a5f7e64",
    "resultado": [
      { "seccion": "perfil", "ok": true, "detalle": "6 ajustes" },
      { "seccion": "impuestos", "ok": true, "detalle": "1 de 1" },
      { "seccion": "productos", "ok": true, "detalle": "40 nuevos, 2 actualizados" },
      { "seccion": "plantillas", "ok": true, "detalle": "2 de 2" }
    ],
    "created_at": "2026-10-07T16:20:41.512Z",
    "aplicado_at": "2026-10-07T16:24:03.007Z",
    "expira_at": "2026-10-14T16:20:41.512Z"
  }
}

estado	Meaning
generando	Cord is still building the proposal.
propuesto	Ready and waiting for a person to review it at review_url.
aplicado	A person applied it. resultado has one row per section with ok and detalle; if one section failed, the others are still applied.
descartado	A person discarded it. Nothing changed.
fallido	The proposal couldn’t be finished, or every section failed when applying it.

resultado is null until the proposal is applied. To wait for the decision, poll every few seconds (the CLI polls every 3) and stop at aplicado, descartado or fallido.

Limits

Limit	Value
Proposals per organization	6 per day, adding up the API, the CLI, MCP and the app. The seventh returns 429 with code: "rate_limited".
Validity	7 days (expira_at). An expired proposal can no longer be applied; generate a new one.
File	3 MB before base64 encoding. Larger returns 413.
Proposed catalog	Up to 500 products, 6 taxes and 4 templates.

Errors

Situation	Response
You didn’t send sitio, descripcion or archivo	400, code: "invalid_request"
The file isn’t Excel, CSV, PDF or a photo, or it’s empty	400, code: "invalid_request", with the reason in error
The file is larger than 3 MB	413, code: "invalid_request"
6 proposals were already generated today	429, code: "rate_limited"
Cord couldn’t finish the proposal	502 with the message in error; the proposal is left as fallido
The id doesn’t exist in your account	404, code: "not_found"

Keys and permissions

• Proposing requires write permission on the setup resource; checking status, read. A restricted key with only setup is enough. The key cord login hands out already includes it.
• The review page requires a session with Settings permission on that account. Nobody else can apply.
• Applying is recorded in the organization’s audit log with who did it.

From the CLI

npx @flouviahq/cli setup --sitio materialesdelvalle.mx --archivo prices.xlsx

The CLI sends the proposal, opens review_url in your browser and waits for your decision. Once you approve, it prints the result per section. Enter stops waiting without cancelling anything: the proposal keeps waiting for you at the link for 7 days.

From an agent (MCP)

proponer_configuracion takes sitio, descripcion, archivo_base64 and archivo_nombre and returns the same as the API (id, estado, review_url, resumen, conteos, avisos, descartado). estado_configuracion takes the id and returns estado, review_url, resultado, creada, aplicada and vence. The agent must share the review_url with the person: it has no way to apply the proposal on its own.