Agent Skills: reportei

Troubleshooting

If requests fail, run zero doctor check-connector --env-name REPORTEI_TOKEN or zero doctor check-connector --url https://app.reportei.com/api/v1/me --method GET

How to Use

1. Get Company Details

Retrieve details of your company associated with the token:

curl -s -X GET "https://app.reportei.com/api/v1/me" -H "Authorization: Bearer $REPORTEI_TOKEN"

Response:

{
  "company": {
  "id": 1,
  "name": "Your Company",
  "logo": "logo.jpeg",
  "type": "agency",
  "potential_clients": "11-15",
  "company_specialty": "paid traffic"
  }
}

2. List Templates

Retrieve all report templates in your company:

curl -s -X GET "https://app.reportei.com/api/v1/templates" -H "Authorization: Bearer $REPORTEI_TOKEN" | jq '.data[] | {id, title, used_count}'

3. List Clients (Projects)

Retrieve all client projects:

curl -s -X GET "https://app.reportei.com/api/v1/clients" -H "Authorization: Bearer $REPORTEI_TOKEN"

4. Get Client Details

Retrieve details of a specific client. Replace <your-client-id> with the actual client ID:

curl -s -X GET "https://app.reportei.com/api/v1/clients/<your-client-id>" -H "Authorization: Bearer $REPORTEI_TOKEN"

5. List Client Reports

Get all reports for a specific client. Replace <your-client-id> with the actual client ID:

curl -s -X GET "https://app.reportei.com/api/v1/clients/<your-client-id>/reports" -H "Authorization: Bearer $REPORTEI_TOKEN"

6. Get Report Details

Retrieve details of a specific report. Replace <your-report-id> with the actual report ID:

curl -s -X GET "https://app.reportei.com/api/v1/reports/<your-report-id>" -H "Authorization: Bearer $REPORTEI_TOKEN"

7. List Client Integrations

Get all integrations for a specific client. Replace <your-client-id> with the actual client ID:

curl -s -X GET "https://app.reportei.com/api/v1/clients/<your-client-id>/integrations" -H "Authorization: Bearer $REPORTEI_TOKEN"

8. Get Integration Details

Retrieve details of a specific integration. Replace <your-integration-id> with the actual integration ID:

curl -s -X GET "https://app.reportei.com/api/v1/integrations/<your-integration-id>" -H "Authorization: Bearer $REPORTEI_TOKEN"

9. Get Integration Widgets

List available widgets for an integration. Replace <your-integration-id> with the actual integration ID:

curl -s -X GET "https://app.reportei.com/api/v1/integrations/<your-integration-id>/widgets" -H "Authorization: Bearer $REPORTEI_TOKEN"

10. Get Widget Value

Retrieve the value of specific widgets.

Write to /tmp/reportei_request.json:

{
  "widgets": ["widget_id_1", "widget_id_2"],
  "start_date": "2024-01-01",
  "end_date": "2024-01-31"
}

Then run (replace <your-integration-id> with the actual integration ID):

curl -s -X POST "https://app.reportei.com/api/v1/integrations/<your-integration-id>/widgets/value" -H "Authorization: Bearer $REPORTEI_TOKEN" -H "Content-Type: application/json" -d @/tmp/reportei_request.json

11. Create Report (Connector Action)

Create a new report programmatically.

Write to /tmp/reportei_request.json:

{
  "client_id": "your-client-id",
  "template_id": "your-template-id",
  "start_date": "2024-01-01",
  "end_date": "2024-01-31"
}

Then run:

curl -s -X POST "https://app.reportei.com/api/v1/create_report" -H "Authorization: Bearer $REPORTEI_TOKEN" -H "Content-Type: application/json" -d @/tmp/reportei_request.json

12. Create Dashboard (Connector Action)

Create a new dashboard.

Write to /tmp/reportei_request.json:

{
  "client_id": "your-client-id",
  "name": "My Dashboard"
}

Then run:

curl -s -X POST "https://app.reportei.com/api/v1/create_dashboard" -H "Authorization: Bearer $REPORTEI_TOKEN" -H "Content-Type: application/json" -d @/tmp/reportei_request.json

13. Add to Timeline (Connector Action)

Add an entry to the client timeline.

Write to /tmp/reportei_request.json:

{
  "client_id": "your-client-id",
  "title": "Campaign Launched",
  "description": "New marketing campaign started"
}

Then run:

curl -s -X POST "https://app.reportei.com/api/v1/add_to_timeline" -H "Authorization: Bearer $REPORTEI_TOKEN" -H "Content-Type: application/json" -d @/tmp/reportei_request.json

14. List Webhook Events

Get available webhook event types:

curl -s -X GET "https://app.reportei.com/api/v1/webhook/events" -H "Authorization: Bearer $REPORTEI_TOKEN"

15. Subscribe to Webhook

Subscribe to webhook notifications.

Write to /tmp/reportei_request.json:

{
  "url": "https://your-webhook-endpoint.com/webhook",
  "events": ["report.created", "report.updated"]
}

Then run:

curl -s -X POST "https://app.reportei.com/api/v1/webhooks/subscribe" -H "Authorization: Bearer $REPORTEI_TOKEN" -H "Content-Type: application/json" -d @/tmp/reportei_request.json

16. Unsubscribe from Webhook

Unsubscribe from webhook notifications.

Write to /tmp/reportei_request.json:

{
  "webhook_id": "your-webhook-id"
}

Then run:

curl -s -X POST "https://app.reportei.com/api/v1/webhooks/unsubscribe" -H "Authorization: Bearer $REPORTEI_TOKEN" -H "Content-Type: application/json" -d @/tmp/reportei_request.json

Company Types

| Type | Description | |------|-------------| | agency | Marketing agency | | freelancer | Independent professional | | company | In-house marketing team |

Response Fields

Company Object

| Field | Description | |-------|-------------| | id | Company unique identifier | | name | Company name | | logo | Logo filename | | type | Company type | | potential_clients | Client range | | company_specialty | Main focus area |

Template Object

| Field | Description | |-------|-------------| | id | Template unique identifier | | title | Template name | | description | Template description | | used_count | Times template has been used | | created_at | Creation timestamp | | updated_at | Last update timestamp |

Guidelines

1. Bearer Token: Always include the Authorization header with Bearer token
2. Rate Limits: Be mindful of API rate limits
3. Date Format: Use ISO format (YYYY-MM-DD) for date parameters
4. Client IDs: Get client IDs from the /clients endpoint first
5. Template IDs: Get template IDs from the /templates endpoint
6. Webhooks: Use webhooks for real-time notifications instead of polling
7. Dashboard: Use https://app.reportei.com for visual report management