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openapi: 3.2.0
info:
title: LeO Public Prospects API
description: External API for account management, credits, prospect search, and contact enrichment This document carries only the `prospects` operations, split from LeO's published openapi.json.
version: '1.0'
servers:
- url: https://api.meetleo.com
description: 'LeO Public API production base (verified live 2026-08-14: GET /health -> 200, GET /openapi.json -> 200)'
tags:
- name: prospects
description: Search, retrieve and enrich commercial-insurance prospects across LeO's insights database.
paths:
/v1/prospects/search:
post:
operationId: ProspectsController_search
summary: Search prospects
description: "Synchronous search over the Leo insights database. Returns firmographics (employees, vertical, NAICS, website), and insurance signals (workers comp, OSHA, DOT, Form 5500, IRS 990 for non-profits).\n\n**When to use:** building a prospecting list, exploring market segments, or previewing match volume before paying for enrichment.\n\n**Does NOT consume enrichment credits.** Contacts are always `null` here — call `POST /v1/prospects/enrich` to get contact emails.\n\n**Example — Texas trucking fleets, 25–250 employees, with WC and DOT data:**\n```json\n{\n \"filters\": [{\n \"state\": [\"TX\"],\n \"naicsList\": [\"484110\", \"484121\"],\n \"minEmployeesNumber\": 25,\n \"maxEmployeesNumber\": 250,\n \"hasWc\": true,\n \"hasDot\": true\n }],\n \"page\": 1,\n \"limit\": 25\n}\n```"
parameters: []
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/SearchProspectsDto'
responses:
'200':
description: ''
content:
application/json:
schema:
$ref: '#/components/schemas/SearchProspectsResponseData'
'401':
description: Unauthorized
'422':
description: Validation error
'429':
description: Too many requests (HTTP API stage throttling or upstream limits)
tags:
- prospects
security:
- bearer: []
/v1/prospects/{prospectId}:
get:
operationId: ProspectsController_getById
summary: Get a single prospect by ID
description: 'Returns full firmographic and insurance data for a single prospect.
**Consumes 1 credit** per call (same as a 1-result search).
Use `POST /v1/prospects/search` first to discover matching prospect IDs, then call this endpoint to fetch the full record.'
parameters:
- name: prospectId
required: true
in: path
schema:
type: number
responses:
'200':
description: ''
content:
application/json:
schema:
$ref: '#/components/schemas/ProspectResponse'
'401':
description: Unauthorized
'402':
description: Insufficient credits
'404':
description: Prospect not found
'429':
description: Too many requests (HTTP API stage throttling or upstream limits)
tags:
- prospects
security:
- bearer: []
/v1/prospects/enrich:
post:
operationId: ProspectsController_enrich
summary: Enrich prospects with contact data
description: "Asynchronous. Searches for matching prospects, reserves credits up to `maxProspects`, and queues a contact-enrichment job that resolves decision-maker emails and titles.\n\n**Flow:**\n1. POST this endpoint → **202 Accepted** with `taskId`, `pollUrl`, `creditsReserved`, `estimatedWaitSeconds` (~120s typical).\n2. Poll `GET /v1/jobs/{taskId}` every 5s until `data.status` is `completed` or `failed` (allow up to 5 minutes).\n3. Inspect per-prospect `enrichmentStatus`: `enriched` (email returned, credit charged), `no_email` (no contact found, no credit charged), `failed`.\n\n**Tip:** narrow filters return higher `enriched` rates. The same filter shape as `/v1/prospects/search` works here — preview with search first, then enrich.\n\n**Example — enrich up to 25 Texas trucking fleets:**\n```json\n{\n \"filters\": [{\n \"state\": [\"TX\"],\n \"naicsList\": [\"484110\", \"484121\"],\n \"minEmployeesNumber\": 25,\n \"maxEmployeesNumber\": 250,\n \"hasWc\": true,\n \"hasDot\": true\n }],\n \"maxProspects\": 25\n}\n```"
parameters: []
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/EnrichProspectsDto'
responses:
'202':
description: Accepted — poll GET /v1/jobs/{taskId} for results
content:
application/json:
schema:
$ref: '#/components/schemas/EnrichProspectsResponseData'
'401':
description: Unauthorized
'402':
description: Insufficient credits
'422':
description: No prospects match filters
'429':
description: Too many requests (HTTP API stage throttling or upstream limits)
tags:
- prospects
security:
- bearer: []
components:
schemas:
ProspectIrs990:
type: object
properties:
reportType:
type:
- string
- 'null'
example: '990'
description: IRS form variant filed (e.g. "990", "990-EZ", "990-PF").
reportYear:
type:
- integer
- 'null'
example: 2024
totalRevenue:
type:
- number
- 'null'
example: 12450000
description: Total revenue in USD.
totalExpenses:
type:
- number
- 'null'
example: 11820000
description: Total expenses in USD.
totalNetAssets:
type:
- number
- 'null'
example: 3650000
description: Total net assets at fiscal year end, in USD.
history:
description: Up to 11 years of historical IRS total expenses, descending by year. Only present when the requesting user has the csvHasIrsHistoricalData entitlement.
type: array
items:
$ref: '#/components/schemas/ProspectIrs990HistoryEntry'
required:
- reportType
- reportYear
- totalRevenue
- totalExpenses
- totalNetAssets
SearchProspectsDto:
type: object
properties:
filters:
description: Filter group(s). Within a single object, conditions are **ANDed** together. Pass one object for a typical search — multiple objects are reserved for advanced segment combinations.
example:
- state:
- TX
naicsList:
- '484110'
- '484121'
minEmployeesNumber: 25
maxEmployeesNumber: 250
hasWc: true
hasDot: true
type: array
items:
$ref: '#/components/schemas/SearchProspectsFiltersDto'
page:
type: integer
description: 1-based page number
example: 1
minimum: 1
limit:
type: integer
description: Results per page
example: 25
minimum: 1
maximum: 100
EnrichProspectsDto:
type: object
properties:
filters:
description: Filter group(s) selecting which prospects to enrich. Conditions inside one object are **ANDed**. Narrow filters return better contact match rates and avoid burning credits on `no_email` rows.
example:
- state:
- TX
naicsList:
- '484110'
- '484121'
minEmployeesNumber: 25
maxEmployeesNumber: 250
hasWc: true
hasDot: true
type: array
items:
$ref: '#/components/schemas/SearchProspectsFiltersDto'
maxProspects:
type: number
description: Cap on the number of prospects to enrich in this run (1–100). Credits reserved scale with this number — start small (e.g. 10) for new integrations.
default: 100
minimum: 1
maximum: 100
example: 25
required:
- filters
ProspectResponse:
type: object
properties:
prospectId:
type: integer
example: 8472193
standardCompanyName:
type: string
example: Lone Star Freight Lines, Inc.
state:
type:
- string
- 'null'
example: TX
city:
type:
- string
- 'null'
example: Dallas
zipCode:
type:
- string
- 'null'
example: '75201'
address:
type:
- string
- 'null'
example: 4200 Stemmons Fwy
primaryVertical:
type:
- string
- 'null'
example: Trucking
naicsCode:
type:
- string
- 'null'
example: '484110'
naicsList:
type:
- string
- 'null'
example: 484110, 484121
ntee:
type:
- string
- 'null'
example: B82
description: NTEE classification code. Only present when the requesting user has the nteeFilter entitlement.
salesVolumeRange:
type:
- string
- 'null'
example: $10M–$25M
hqPhone:
type:
- string
- 'null'
example: +1-214-555-0142
ein:
type:
- string
- 'null'
example: 74-2918374
employeeRange:
type:
- string
- 'null'
example: 50-249
websiteUrl:
type:
- string
- 'null'
example: https://lonestarfreight.com
linkedinUrl:
type:
- string
- 'null'
example: https://linkedin.com/company/lone-star-freight
insurance:
$ref: '#/components/schemas/ProspectInsurance'
irs990:
allOf:
- $ref: '#/components/schemas/ProspectIrs990'
xDatePredictions:
description: Modeled renewal-date predictions. Only present when the requesting user has the xDatePredictions entitlement.
allOf:
- $ref: '#/components/schemas/XDatePredictions'
benefitsRedFlags:
description: Benefits Red Flags (38 risk indicators from Form 5500). Only present when the requesting user has the isBenefitsRedFlagFilter entitlement. Each flag is true (flagged), false (not flagged), or null (insufficient data). Paired benefitsRagFlagDescription* fields carry the explanation when a flag is triggered.
allOf:
- $ref: '#/components/schemas/BenefitsRedFlags'
contacts:
type:
- object
- 'null'
example: null
description: Always null in search response — use /v1/prospects/enrich for contacts
required:
- prospectId
- standardCompanyName
- state
- city
- zipCode
- address
- primaryVertical
- naicsCode
- naicsList
- salesVolumeRange
- hqPhone
- ein
- employeeRange
- websiteUrl
- linkedinUrl
- insurance
- irs990
- contacts
ProspectInsurance:
type: object
properties:
wc:
allOf:
- $ref: '#/components/schemas/InsuranceLineData'
pension:
allOf:
- $ref: '#/components/schemas/InsuranceLineData'
benefits:
allOf:
- $ref: '#/components/schemas/InsuranceLineData'
fidelityBond:
type: boolean
example: false
osha:
allOf:
- $ref: '#/components/schemas/OshaData'
dot:
allOf:
- $ref: '#/components/schemas/DotData'
required:
- wc
- pension
- benefits
- fidelityBond
- osha
- dot
DotData:
type: object
properties:
units:
type:
- number
- 'null'
example: 87
description: Number of power units (trucks/tractors) registered with FMCSA.
drivers:
type:
- number
- 'null'
example: 112
description: Number of CDL drivers registered with FMCSA.
violations:
type: boolean
example: false
bipdPrimary:
allOf:
- $ref: '#/components/schemas/DotInsuranceLine'
bipdExcess:
allOf:
- $ref: '#/components/schemas/DotInsuranceLine'
cargo:
allOf:
- $ref: '#/components/schemas/DotInsuranceLine'
surety:
allOf:
- $ref: '#/components/schemas/DotInsuranceLine'
required:
- units
- drivers
- violations
- bipdPrimary
- bipdExcess
- cargo
- surety
SearchProspectsFiltersDto:
type: object
properties:
state:
description: Two-letter US state code(s). Any prospect in *one of* these states matches.
example:
- TX
- FL
type: array
items:
type: string
city:
description: City name(s).
example:
- Houston
- Dallas
type: array
items:
type: string
county:
description: County name(s).
example:
- Harris
- Dallas
type: array
items:
type: string
zip:
description: 5-digit US ZIP code(s).
example:
- '75201'
- '77002'
type: array
items:
type: string
naicsList:
description: '6-digit NAICS code(s). Common P&C prospect verticals: 484110 (general freight trucking), 236220 (commercial construction), 238210 (electrical contractors), 722511 (full-service restaurants).'
example:
- '484110'
- '484121'
type: array
items:
type: string
ntee:
description: IRS NTEE code(s) for nonprofit classification.
example:
- A
- B20
type: array
items:
type: string
vertical:
description: 'Primary vertical(s). Examples: "Trucking", "Construction", "Manufacturing", "Restaurants".'
example:
- Trucking
type: array
items:
type: string
prospectName:
type: string
description: Fuzzy partial match on company name. Use this when you have a known target account.
example: Swift Transportation
websiteUrl:
type: string
description: Website domain or URL. Bare domain (no scheme) is preferred and matches subdomains too.
example: swifttrans.com
websiteDomain:
type: string
description: Exact website domain match (no scheme, no path).
example: swifttrans.com
ein:
type: string
description: Employer Identification Number (EIN).
example: 12-3456789
minEmployeesNumber:
type: integer
description: Inclusive lower bound on employee count.
example: 10
maxEmployeesNumber:
type: integer
description: Inclusive upper bound on employee count. Must be ≥ minEmployeesNumber when both are set.
example: 250
minSalesVolume:
type: integer
description: Inclusive lower bound on annual sales volume (USD).
example: 1000000
maxSalesVolume:
type: integer
description: Inclusive upper bound on annual sales volume (USD). Must be ≥ minSalesVolume when both are set.
example: 50000000
hasLinkedin:
type: boolean
description: Restrict to prospects with a LinkedIn profile.
example: true
hasWebsite:
type: boolean
description: Restrict to prospects with a website on file.
example: true
hasContactEmailEnriched:
type: boolean
description: Restrict to prospects that have had contact emails enriched.
example: true
hasWc:
type: boolean
description: Restrict to prospects with workers-compensation policy data on file. Strong signal for P&C cross-sell.
example: true
hasOsha:
type: boolean
description: Restrict to prospects with OSHA inspection/violation records.
example: true
hasOshaViolations:
type: boolean
description: Restrict to prospects with recorded OSHA violations.
example: true
wcCarrierNameList:
description: WC carrier name(s) — exact matches within the WC carrier list.
example:
- Travelers
- Zurich
type: array
items:
type: string
wcBrokerNameList:
description: WC broker name(s) — exact matches within the WC broker list.
example:
- Marsh
- Aon
type: array
items:
type: string
wcRenewalMonth:
type: integer
description: Single WC renewal month (1–12). Unlike `wcRenewalMonths`, this triggers nearest-x-date sorting so results are ordered by proximity to a target renewal date.
example: 6
minimum: 1
maximum: 12
wcRenewalMonths:
description: Plain multi-month filter for WC renewal (1–12). Returns prospects whose WC policy renews in any of the listed months. Does not affect sort order — use `wcRenewalMonth` for nearest-date sorting.
example:
- 1
- 4
- 7
- 10
type: array
items:
type: number
fromWcRenewalDate:
type: string
description: Earliest WC renewal date (ISO 8601).
example: '2025-01-01'
format: date
toWcRenewalDate:
type: string
description: Latest WC renewal date (ISO 8601).
example: '2025-12-31'
format: date
hasDot:
type: boolean
description: Restrict to prospects with FMCSA/DOT records (trucking, commercial auto). Pair with trucking NAICS for best results.
example: true
hasDotmcmxff:
type: boolean
description: Restrict to DOT carriers with MX/MF (Mexico cross-border) authority. MCMXFF = Motor Carrier Mexico authority or Form & Fitness.
example: true
hasDotViolations:
type: boolean
description: Restrict to DOT carriers with recorded violations.
example: true
hasDotbipdExcess:
type: boolean
description: Restrict to DOT carriers with Bodily Injury & Property Damage (BIPD) excess liability coverage on file.
example: true
hasDotbipdPrimary:
type: boolean
description: Restrict to DOT carriers with Bodily Injury & Property Damage (BIPD) primary liability coverage on file.
example: true
hasDotCargo:
type: boolean
description: Restrict to DOT carriers with cargo insurance on file.
example: true
hasDotSurety:
type: boolean
description: Restrict to DOT carriers with surety bond on file.
example: true
hasDotCoverages:
type: boolean
description: Restrict to DOT carriers with any DOT coverage on file.
example: true
hasDotTrust:
type: boolean
description: Restrict to DOT carriers with a DOT Trust filing.
example: true
dotNumber:
type: string
description: FMCSA DOT number.
example: '123456'
minDotDrivers:
type: integer
description: Inclusive lower bound on number of DOT drivers.
example: 5
maxDotDrivers:
type: integer
description: Inclusive upper bound on number of DOT drivers.
example: 100
minDotUnits:
type: integer
description: Inclusive lower bound on number of DOT power units.
example: 5
maxDotUnits:
type: integer
description: Inclusive upper bound on number of DOT power units.
example: 100
dotCarrierNameList:
description: DOT carrier name(s) — exact matches within the DOT carrier list.
example:
- Progressive
- Old Republic
type: array
items:
type: string
dotbipdMaxLimit:
type: integer
description: Maximum Bodily Injury & Property Damage (BIPD) liability limit on file (USD).
example: 1000000
dotbipdExcessRenewalMonth:
type: integer
description: DOT BIPD Excess policy renewal month (1–12).
example: 6
minimum: 1
maximum: 12
dotbipdPrimaryRenewalMonth:
type: integer
description: DOT BIPD Primary policy renewal month (1–12).
example: 6
minimum: 1
maximum: 12
dotTrustRenewalMonth:
type: integer
description: DOT Trust policy renewal month (1–12).
example: 3
minimum: 1
maximum: 12
dotCargoRenewalMonth:
type: integer
description: DOT Cargo policy renewal month (1–12).
example: 3
minimum: 1
maximum: 12
dotSuretyRenewalMonth:
type: integer
description: DOT Surety policy renewal month (1–12).
example: 3
minimum: 1
maximum: 12
predictedAutoXMonth:
type: integer
description: Predicted commercial auto policy renewal month (1–12).
example: 6
minimum: 1
maximum: 12
predictedGeneralLiabilityXMonth:
type: integer
description: Predicted general liability policy renewal month (1–12).
example: 6
minimum: 1
maximum: 12
has5500:
type: boolean
description: Restrict to prospects with any Form 5500 welfare/benefits filing.
example: true
hasBenefitsPension:
type: boolean
description: Restrict to prospects with Form 5500 pension records (defined-benefit pension exposure).
example: true
hasBenefitsWelfare:
type: boolean
description: Restrict to prospects with Form 5500 welfare plan filings.
example: true
has5500Contact:
type: boolean
description: Restrict to prospects with a Form 5500 signatory contact on file.
example: true
benefitsCarrierNameList:
description: Benefits carrier name(s) — exact matches within the 5500 carrier list.
example:
- Aetna
- UnitedHealthcare
type: array
items:
type: string
benefitsBrokerNameList:
description: Benefits broker name(s) — exact matches within the 5500 broker list.
example:
- Mercer
- Willis
type: array
items:
type: string
fromBenefitsRenewalDate:
type: string
description: Earliest benefits (pension/welfare) renewal date (ISO 8601).
example: '2025-01-01'
format: date
toBenefitsRenewalDate:
type: string
description: Latest benefits (pension/welfare) renewal date (ISO 8601).
example: '2025-12-31'
format: date
benefitsRenewalMonths:
description: Benefits renewal month(s) (1–12) — matches pension or welfare renewal month.
example:
- 1
- 7
type: array
items:
type: number
pensionRenewalMonth:
type: integer
description: Pension plan renewal month (1–12). Triggers nearest-x-date sorting.
example: 1
minimum: 1
maximum: 12
welfareRenewalMonth:
type: integer
description: Welfare plan renewal month (1–12). Triggers nearest-x-date sorting.
example: 1
minimum: 1
maximum: 12
minPensionParticipants:
type: integer
description: Inclusive lower bound on pension plan participant count.
example: 50
maxPensionParticipants:
type: integer
description: Inclusive upper bound on pension plan participant count.
example: 500
minWelfareParticipants:
type: integer
description: Inclusive lower bound on welfare plan participant count.
example: 50
maxWelfareParticipants:
type: integer
description: Inclusive upper bound on welfare plan participant count.
example: 500
minBenefitsTotalAssets:
type: integer
description: Inclusive lower bound on 5500 plan total assets (USD, end of year).
example: 1000000
maxBenefitsTotalAssets:
type: number
description: Inclusive upper bound on 5500 plan total assets (USD, end of year).
example: 100000000
benefitsServiceProviderList:
description: Service provider name(s) listed on Schedule C of Form 5500.
example:
- Fidelity
- Vanguard
type: array
items:
type: string
benefitsServiceProviderCode:
type: string
description: Single Form 5500 Schedule C service-provider relationship code. Use `benefitsServiceProviderCodes` for multi-code filtering.
example: '15'
benefitsServiceProviderCodes:
description: Form 5500 Schedule C service-provider relationship code(s). Matches prospects with any of the listed codes. Superset of `benefitsServiceProviderCode`.
example:
- '15'
- '50'
type: array
items:
type: string
benefitsServiceProviderCompensationMin:
type: number
description: Minimum service provider compensation amount (USD, Schedule C).
example: 10000
benefitsServiceProviderCompensationMax:
type: number
description: Maximum service provider compensation amount (USD, Schedule C).
example: 500000
latestBenefitsPlanYear:
type: string
description: Latest welfare plan year begin date (ISO 8601). Filters on the most recent 5500 welfare filing date.
example: '2023-01-01'
latestPensionPlanYear:
type: string
format: date
description: Latest pension plan year begin date (ISO 8601).
example: '2023-01-01'
latestBenefitsSignatoryPolicyBegin:
type: string
format: date
description: Latest welfare signatory first policy begin date (ISO 8601).
example: '2022-01-01'
latestPensionSignatoryPolicyBegin:
type: string
format: date
description: Latest pension signatory first policy begin date (ISO 8601).
example: '2022-01-01'
latestBenefitsBrokeragePolicyBegin:
type: string
format: date
description: Latest welfare broker first policy begin date (ISO 8601).
example: '2022-01-01'
latestPensionBrokeragePolicyBegin:
type: string
format: date
description: Latest pension broker first policy begin date (ISO 8601).
example: '2022-01-01'
latestBenefitsCarrierPolicyBegin:
type: string
format: date
description: Latest welfare carrier first policy begin date (ISO 8601).
example: '2022-01-01'
latestPensionCarrierPolicyBegin:
type: string
format: date
description: Latest pension carrier first policy begin date (ISO 8601).
example: '2022-01-01'
hasOffline5500AiInsights:
type: boolean
description: Restrict to prospects with offline 5500 AI insights generated.
example: true
hasIrs:
type: boolean
description: Restrict to prospects with IRS Form 990 records (nonprofits).
example: true
irs501Ind:
type: boolean
description: Restrict to IRS 501(c) tax-exempt organizations.
example: true
fidelityBondInd:
type: boolean
description: Restrict to organizations with a fidelity bond indication on their 990.
example: true
irsFormType:
type: string
description: IRS form type (e.g. "990", "990-EZ", "990-PF").
example: '990'
has990Contact:
type: boolean
description: Restrict to nonprofits with directors/officers listed on the 990.
example: true
minIrsTotalRevenue:
type: number
description: Inclusive lower bound on IRS total revenue (USD).
example: 500000
maxIrsTotalRevenue:
type: number
description: Inclusive upper bound on IRS total revenue (USD).
example: 10000000
minIrsTotalExpenses:
type: number
description: Inclusive lower bound on IRS total expenses (USD).
example: 500000
maxIrsTotalExpenses:
type: number
description: Inclusive upper bound on IRS total expenses (USD).
example: 10000000
minIrsTotalNetIncome:
type: number
description: Inclusive lower bound on IRS net income (USD).
example: 0
maxIrsTotalNetIncome:
type: number
description: Inclusive upper bound on IRS net income (USD).
example: 5000000
minIrsTotalNetAssets:
type: integer
description: Inclusive lower bound on IRS total net assets (USD).
example: 1000000
maxIrsTotalNetAssets:
type: integer
description: Inclusive upper bound on IRS total net assets (USD).
example: 50000000
minIrsGrossReceipts:
type: number
description: Inclusive lower bound on IRS gross receipts (USD).
example: 500000
maxIrsGrossReceipts:
type: number
description: Inclusive upper bound on IRS gross receipts (USD).
example: 10000000
benefitsRagFlagComplianceAmendmentNeeded:
type: boolean
description: 'Restrict to prospects flagged for: Compliance Amendment Needed.'
example: true
benefitsRagFlagCorrectiveDistributions:
type: boolean
description: 'Restrict to prospects flagged for: Corrective Distributions.'
example: true
benefitsRagFlagDecliningPlanAssets:
type: boolean
description: 'Restrict to prospects flagged for: Declining Plan Assets.'
example: true
benefitsRagFlagDelinquentContributions:
type: boolean
description: 'Restrict to prospects flagged for: Delinquent Contributions.'
example: true
benefitsRagFlagExcessiveServiceProviderFees:
type: boolean
description: 'Restrict to prospects flagged for: Excessive Service Provider Fees.'
example: true
benefitsRagFlagFidelityBondTooLow:
type: boolean
description: 'Restrict to prospects flagged for: Fidelity Bond Too Low.'
example: true
benefitsRagFlagFrozenPlan:
type: boolean
description: 'Restrict to prospects flagged for: Frozen Plan.'
example: true
benefitsRagFlagHas5500Audit:
type: boolean
description: 'Restrict to prospects flagged for: Has 5500 Audit.'
example: true
benefitsRagFlagHighAverageAccountBalance:
type: boolean
description: 'Restrict to prospects flagged for: High Average Account Balance.'
example: true
benefitsRagFlagHighBrokerCommissionRate:
type: boolean
description: 'Restrict to prospects flagged for: High Broker Commission Rate.'
e
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# Full source: https://raw.githubusercontent.com/api-evangelist/leo/refs/heads/main/openapi/leo-prospects-api-openapi.yml