Reportei

Use Reportei via direct curl calls to generate and manage marketing reports with automated analytics.

Official docs: https://app.reportei.com/docs/api

When to Use

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

Prerequisites

Sign up at Reportei
Go to Dashboard → Generate API Token
Copy your API token

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

How to Use

1. Get Company Details

Retrieve details of your company associated with the token:

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

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 -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 <your-client-id> with the actual client ID:

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

5. List Client Reports

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

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

6. Get Report Details

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

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

7. List Client Integrations

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

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

8. Get Integration Details

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

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

9. Get Integration Widgets

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

bash -c 'curl -s -X GET "https://app.reportei.com/api/v1/integrations/<your-integration-id>/widgets" -H "Authorization: Bearer ${REPORTEI_API_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):

bash -c 'curl -s -X POST "https://app.reportei.com/api/v1/integrations/<your-integration-id>/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:

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

Then run:

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:

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

Then run:

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:

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

Then run:

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 -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:

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

Then run:

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:

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

Then run:

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'

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

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