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

# Create goal

> Create a new goal. The goal will be associated with the specified company.



## OpenAPI

````yaml /openapi.json post /api/public/v1/goals
openapi: 3.0.3
info:
  title: MSPortal Public API
  version: 1.0.0
  description: >-
    Public API for MSPortal - provides programmatic access to tenant data.


    ## Authentication


    All endpoints require authentication via API key passed as a Bearer token:


    ```

    Authorization: Bearer <your-api-key>

    ```


    API keys can be created in the MSPortal dashboard under Settings →
    Integrations → API Access.


    **Important:** Do not include cookies in API requests. The public API uses
    stateless authentication only.


    ## Scopes


    API keys are granted specific scopes that determine what operations they can
    perform. Each endpoint documents its required scope(s).


    ## Rate Limiting


    API calls are rate limited per API key. Rate limit information is returned
    in response headers:


    - `X-RateLimit-Limit`: Maximum requests per minute

    - `X-RateLimit-Remaining`: Remaining requests in current window

    - `X-RateLimit-Reset`: When the rate limit resets (ISO 8601)


    ## Request ID


    All responses include an `X-Request-Id` header for debugging and support.
    You can also pass your own `X-Request-Id` header to correlate requests.
  contact:
    name: MSPortal Support
    email: support@msportal.ai
  license:
    name: Proprietary
servers:
  - url: https://app.msportal.ai
    description: Production environment
security:
  - BearerAuth: []
tags:
  - name: Budgets
    description: >-
      Budget management - create, track, and forecast budgets with line items,
      categories, and products
  - name: Calendar
    description: Calendar and meeting management - events, participants, and meeting types
  - name: Companies
    description: Company management endpoints
  - name: Company Users
    description: Company user management - client portal contacts (read-only, paginated)
  - name: Compliance
    description: Compliance check management - runs, assigned checks, and status updates
  - name: Dashboards
    description: Dashboard management - external iframe resources and internal dashboards
  - name: Devices
    description: Device management - inventory, types, and locations
  - name: Goals
    description: Goal management - create, track, and manage goals with tasks and updates
  - name: NPS Surveys
    description: >-
      NPS survey management - Net Promoter Score surveys, responses, and
      analytics
  - name: Reports
    description: >-
      Report management - create, manage, and schedule reports with templates
      and types
  - name: Planner
    description: >-
      Planner item management - tasks, roadmap items, and project planning with
      linked goals, compliance, and projects
  - name: Surveys
    description: >-
      General survey management - multi-question surveys, responses, and
      statistics
  - name: Tickets
    description: Ticket management - view and filter tickets from PSA integrations
  - name: Training
    description: >-
      Training management - courses, enrollments, certificates, and progress
      tracking
  - name: Users
    description: Tenant user management - internal staff and team members (read-only)
  - name: Automation Rules
    description: >-
      Automation rule management - create, configure, and monitor automation
      rules with triggers, conditions, and actions
  - name: Analytics
    description: >-
      Analytics and reporting - company audit data, training analytics, user
      activity, and portfolio metrics
paths:
  /api/public/v1/goals:
    post:
      tags:
        - Goals
      summary: Create goal
      description: >-
        Create a new goal. The goal will be associated with the specified
        company.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateGoalRequest'
      responses:
        '201':
          description: Goal created successfully
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GoalSingleResponse'
        '400':
          description: Validation error or invalid reference ID
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '403':
          description: Forbidden - Missing required scope (goals.write)
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
      security:
        - BearerAuth: []
components:
  schemas:
    CreateGoalRequest:
      type: object
      properties:
        title:
          type: string
          minLength: 1
          maxLength: 200
          description: Goal title (required)
        description:
          type: string
          maxLength: 5000
          description: Goal description
        companyId:
          type: string
          format: uuid
          description: Company ID (required)
        statusId:
          type: string
          format: uuid
          description: Status ID
        priorityId:
          type: string
          format: uuid
          description: Priority ID
        categoryId:
          type: string
          format: uuid
          description: Category ID
        dueDate:
          type: string
          format: date-time
          description: Due date (ISO 8601)
        progressPercentage:
          type: number
          minimum: 0
          maximum: 100
          description: Initial progress (0-100)
        quarter:
          type: string
          maxLength: 2
          description: Quarter (e.g., Q1)
        year:
          type: number
          minimum: 2000
          maximum: 2100
          description: Year
      required:
        - title
        - companyId
    GoalSingleResponse:
      type: object
      properties:
        data:
          $ref: '#/components/schemas/GoalDetail'
      required:
        - data
    ErrorResponse:
      type: object
      properties:
        error:
          type: string
          description: Error message
        requestId:
          type: string
          description: Request correlation ID
        details:
          nullable: true
          description: Additional error details
        code:
          type: string
          description: Error code
      required:
        - error
    GoalDetail:
      allOf:
        - $ref: '#/components/schemas/Goal'
        - type: object
          properties:
            tasks:
              type: array
              items:
                $ref: '#/components/schemas/GoalTask'
              description: Goal tasks
            updates:
              type: array
              items:
                $ref: '#/components/schemas/GoalUpdate'
              description: Goal updates
          required:
            - tasks
            - updates
    Goal:
      type: object
      properties:
        id:
          type: string
          format: uuid
          description: Goal ID
        title:
          type: string
          description: Goal title
        description:
          type: string
          nullable: true
          description: Goal description
        dueDate:
          type: string
          nullable: true
          format: date-time
          description: Due date (ISO 8601)
        progressPercentage:
          type: number
          minimum: 0
          maximum: 100
          description: Progress percentage (0-100)
        quarter:
          type: string
          nullable: true
          description: Quarter (e.g., Q1, Q2)
        year:
          type: number
          nullable: true
          description: Year
        company:
          $ref: '#/components/schemas/GoalCompanyRef'
        status:
          $ref: '#/components/schemas/GoalStatusRef'
        priority:
          $ref: '#/components/schemas/GoalPriorityRef'
        category:
          $ref: '#/components/schemas/GoalCategoryRef'
        createdAt:
          type: string
          format: date-time
          description: Creation timestamp (ISO 8601)
        updatedAt:
          type: string
          format: date-time
          description: Last update timestamp (ISO 8601)
      required:
        - id
        - title
        - description
        - dueDate
        - progressPercentage
        - quarter
        - year
        - company
        - status
        - priority
        - category
        - createdAt
        - updatedAt
    GoalTask:
      type: object
      properties:
        id:
          type: string
          format: uuid
          description: Task ID
        title:
          type: string
          description: Task title
        description:
          type: string
          nullable: true
          description: Task description
        isCompleted:
          type: boolean
          description: Whether the task is completed
        dueDate:
          type: string
          nullable: true
          format: date-time
          description: Task due date (ISO 8601)
        createdAt:
          type: string
          format: date-time
          description: Creation timestamp (ISO 8601)
      required:
        - id
        - title
        - description
        - isCompleted
        - dueDate
        - createdAt
    GoalUpdate:
      type: object
      properties:
        id:
          type: string
          format: uuid
          description: Update ID
        updateText:
          type: string
          description: Update text
        progressPercentage:
          type: number
          nullable: true
          description: Progress percentage at time of update
        createdAt:
          type: string
          format: date-time
          description: Creation timestamp (ISO 8601)
      required:
        - id
        - updateText
        - progressPercentage
        - createdAt
    GoalCompanyRef:
      type: object
      properties:
        id:
          type: string
          format: uuid
          description: Company ID
        name:
          type: string
          description: Company name
      required:
        - id
        - name
    GoalStatusRef:
      type: object
      nullable: true
      properties:
        id:
          type: string
          format: uuid
          description: Status ID
        name:
          type: string
          description: Status name
      required:
        - id
        - name
    GoalPriorityRef:
      type: object
      nullable: true
      properties:
        id:
          type: string
          format: uuid
          description: Priority ID
        name:
          type: string
          description: Priority name
      required:
        - id
        - name
    GoalCategoryRef:
      type: object
      nullable: true
      properties:
        id:
          type: string
          format: uuid
          description: Category ID
        name:
          type: string
          description: Category name
      required:
        - id
        - name
  securitySchemes:
    BearerAuth:
      type: http
      scheme: bearer
      bearerFormat: API Key
      description: >-
        Use your API key as a Bearer token. API keys can be generated in
        Settings → Integrations → API Access.

````