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

# Refresh Health Score

**No feature flag** — always available, unlike the other AI-generation endpoints on this router.

Synchronous and **purely rule-based, no LLM involved**. Applies a base-50-point, 10-factor model to the deal (champion seniority, communication recency, recent meetings, email activity, stakeholder-role coverage, contact count, stage velocity, close-date proximity, task status, and a keyword-based buying-intent/silence scan), clamped to 0–100. Looks up the org's connected calendar/email integrations first so it doesn't penalize meeting/email factors it has no way to measure, and classifies a trend by comparing the new score against the deal's current denormalized `deals.health_score` — i.e. whatever the last refresh wrote, however long ago that was, not a fixed lookback (a swing of more than 3 points is `improving`/`declining`; otherwise `stable`, as it is when the deal has no score yet). Inserts a new snapshot (`deal_health_scores` + `deal_health_factors`) and updates the denormalized `deals.health_score`.

### Auth

Requires a CRM manage [scope](/authentication#scopes) and an active organization on the token. Any `*:manage` scope qualifies — in practice `contacts:manage`, `deals:manage`, `companies:manage`, or `activities:manage`.

### Response

| Field         | Type              | Description                                                                                                                               |
| ------------- | ----------------- | ----------------------------------------------------------------------------------------------------------------------------------------- |
| `score`       | `integer`         | 0–100.                                                                                                                                    |
| `trend`       | `string`          | `improving` \| `stable` \| `declining`.                                                                                                   |
| `factors`     | array             | 10 rows: `{factor_name, score, max_score, status, evidence}`. `status` is `good` (`delta > 5`), `neutral`, or `critical` (`delta <= -5`). |
| `prev_score`  | `integer \| null` | Score from \~7 days ago, if any. Informational only — `trend` is **not** computed from it.                                                |
| `snapshot_id` | `string`          | New `deal_health_scores.id`.                                                                                                              |


## OpenAPI

````yaml POST /deals/{deal_id}/health/refresh
openapi: 3.1.0
info:
  title: anycrm-api
  version: 0.0.1
servers: []
security: []
tags:
  - name: Customer Intelligence
    description: >-
      Company research and ICP-fit scoring — create a research run, track its
      progress, and read back scored companies as leads.
  - name: Outreach
    description: >-
      The cold-email management console — domains, mailboxes, and campaigns — as
      a thin control plane over the SalesForge stack.
  - name: AnyCard
    description: >-
      Authenticated CRUD for AnyCard, the org's digital business-card /
      lead-capture product.
  - name: AnyCard Events
    description: >-
      Event-attribution analytics for AnyCard — which captured leads converted,
      broken down by source, owner, and deal.
  - name: AnyCard Share Links
    description: >-
      Unauthenticated endpoints reached by anyone who scans a QR code or opens a
      shared AnyCard link.
  - name: AI
    description: >-
      A streaming (SSE) AI chat endpoint with account-commit actions it can take
      on the caller's behalf.
  - name: Analytics Assistant
    description: >-
      The natural-language analytics assistant — a guarded text-to-SQL loop
      (SSE) that answers ad-hoc questions over the org's CRM data as a
      least-privilege, read-only database role.
  - name: Account Readiness
    description: >-
      Account Readiness Profiles — AI-scored signals on whether an account is
      ready for outreach or expansion, computed via a Temporal workflow.
  - name: Integrations
    description: >-
      Pipedream Connect — issuing connect tokens and managing the org's
      connected third-party accounts.
  - name: Feedback
    description: >-
      User-submitted platform feedback (bug reports, feature requests) — global,
      not scoped to one organization.
  - name: Public Media
    description: >-
      Unauthenticated image reads for publicly-embeddable assets (card photos,
      inline email images) — allowlisted by key shape; everything else in the
      storage bucket stays private.
  - name: Service Health
    description: Service liveness.
paths:
  /deals/{deal_id}/health/refresh:
    post:
      tags:
        - Deals
      summary: Refresh Health
      operationId: refresh_health_deals__deal_id__health_refresh_post
      parameters:
        - name: deal_id
          in: path
          required: true
          schema:
            type: string
            description: The deal's id.
            title: Deal Id
          description: The deal's id.
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
        - HTTPBearer: []
components:
  schemas:
    HTTPValidationError:
      properties:
        detail:
          items:
            $ref: '#/components/schemas/ValidationError'
          type: array
          title: Detail
      type: object
      title: HTTPValidationError
    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
  securitySchemes:
    HTTPBearer:
      type: http
      scheme: bearer

````