reportei

Use this skill when you need to:

• Retrieve company and template information
• List and manage client projects
• Generate and access marketing reports
• Manage integrations (Google Analytics, Meta, etc.)
• Set up webhooks for automated notifications

---

1. Sign up at [Reportei](https://www.reportei.com/)
2. Go to Dashboard → Generate API Token
3. Copy your API token

```bash

export REPORTEI_API_TOKEN="your-api-token"

```

Base URL

```

https://app.reportei.com/api/v1

```

---

> Important: When using $VAR in a command that pipes to another command, wrap the command containing $VAR in bash -c '...'. Due to a Claude Code bug, environment variables are silently cleared when pipes are used directly.

> ```bash

> bash -c 'curl -s "https://api.example.com" -H "Authorization: Bearer $API_KEY"'

> ```

---

1. Get Company Details

Retrieve details of your company associated with the token:

```bash

bash -c 'curl -s -X GET "https://app.reportei.com/api/v1/me" -H "Authorization: Bearer ${REPORTEI_API_TOKEN}"'

```

Response:

```json

{

"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:

```bash

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

```

---

3. List Clients (Projects)

Retrieve all client projects:

```bash

bash -c 'curl -s -X GET "https://app.reportei.com/api/v1/clients" -H "Authorization: Bearer ${REPORTEI_API_TOKEN}"'

```

---

4. Get Client Details

Retrieve details of a specific client. Replace with the actual client ID:

```bash

bash -c 'curl -s -X GET "https://app.reportei.com/api/v1/clients/" -H "Authorization: Bearer ${REPORTEI_API_TOKEN}"'

```

---

5. List Client Reports

Get all reports for a specific client. Replace with the actual client ID:

```bash

bash -c 'curl -s -X GET "https://app.reportei.com/api/v1/clients//reports" -H "Authorization: Bearer ${REPORTEI_API_TOKEN}"'

```

---

6. Get Report Details

Retrieve details of a specific report. Replace with the actual report ID:

```bash

bash -c 'curl -s -X GET "https://app.reportei.com/api/v1/reports/" -H "Authorization: Bearer ${REPORTEI_API_TOKEN}"'

```

---

7. List Client Integrations

Get all integrations for a specific client. Replace with the actual client ID:

```bash

bash -c 'curl -s -X GET "https://app.reportei.com/api/v1/clients//integrations" -H "Authorization: Bearer ${REPORTEI_API_TOKEN}"'

```

---

8. Get Integration Details

Retrieve details of a specific integration. Replace with the actual integration ID:

```bash

bash -c 'curl -s -X GET "https://app.reportei.com/api/v1/integrations/" -H "Authorization: Bearer ${REPORTEI_API_TOKEN}"'

```

---

9. Get Integration Widgets

List available widgets for an integration. Replace with the actual integration ID:

```bash

bash -c 'curl -s -X GET "https://app.reportei.com/api/v1/integrations//widgets" -H "Authorization: Bearer ${REPORTEI_API_TOKEN}"'

```

---

10. Get Widget Value

Retrieve the value of specific widgets.

Write to /tmp/reportei_request.json:

```json

{

"widgets": ["widget_id_1", "widget_id_2"],

"start_date": "2024-01-01",

"end_date": "2024-01-31"

}

```

Then run (replace with the actual integration ID):

```bash

bash -c 'curl -s -X POST "https://app.reportei.com/api/v1/integrations//widgets/value" -H "Authorization: Bearer ${REPORTEI_API_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:

```json

{

"client_id": "your-client-id",

"template_id": "your-template-id",

"start_date": "2024-01-01",

"end_date": "2024-01-31"

}

```

Then run:

```bash

bash -c 'curl -s -X POST "https://app.reportei.com/api/v1/create_report" -H "Authorization: Bearer ${REPORTEI_API_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:

```json

{

"client_id": "your-client-id",

"name": "My Dashboard"

}

```

Then run:

```bash

bash -c 'curl -s -X POST "https://app.reportei.com/api/v1/create_dashboard" -H "Authorization: Bearer ${REPORTEI_API_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:

```json

{

"client_id": "your-client-id",

"title": "Campaign Launched",

"description": "New marketing campaign started"

}

```

Then run:

```bash

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

```

---

14. List Webhook Events

Get available webhook event types:

```bash

bash -c 'curl -s -X GET "https://app.reportei.com/api/v1/webhook/events" -H "Authorization: Bearer ${REPORTEI_API_TOKEN}"'

```

---

15. Subscribe to Webhook

Subscribe to webhook notifications.

Write to /tmp/reportei_request.json:

```json

{

"url": "https://your-webhook-endpoint.com/webhook",

"events": ["report.created", "report.updated"]

}

```

Then run:

```bash

bash -c 'curl -s -X POST "https://app.reportei.com/api/v1/webhooks/subscribe" -H "Authorization: Bearer ${REPORTEI_API_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:

```json

{

"webhook_id": "your-webhook-id"

}

```

Then run:

```bash

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

```

---

| Type | Description |

|------|-------------|

| agency | Marketing agency |

| freelancer | Independent professional |

| company | In-house marketing team |

---

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 |

---

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