> ## 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.

# Bulk update readiness

> Apply one readiness change to 1-100 explicitly selected companies: exclude/include a company; exempt or restore a requirement (exemptions need a reason); confirm or withdraw a reviewed confirmation. Confirmations represent the approving person's review and fail if any check is unsatisfied. The whole batch is atomic. Staff only; requires `companies.write` and the linked user's write_client_readiness permission.



## OpenAPI

````yaml /openapi.json post /api/public/v1/readiness/bulk
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 (US)
  - url: https://eu.msportal.ai
    description: Production (EU)
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
  - name: Client Onboarding
    description: >-
      Client onboarding - portals (phases, tasks, contacts, activation),
      templates, checklist templates, forms and documentation pages
  - name: Backup
    description: >-
      Backup - summaries, protected devices, alerts and SaaS protection (Datto,
      Axcient, Slide, Kaseya)
  - name: Microsoft 365
    description: Microsoft 365 - licenses, users, domains and Secure Score
  - name: Security
    description: >-
      Security - posture summary, EDR incidents, vulnerabilities, email threats,
      firewalls, DNS filtering and security awareness
  - name: Financial
    description: Financial - quotes, invoices and revenue summaries
  - name: Integrations
    description: Integrations - status, sync health, pause and resume (never credentials)
  - name: Documentation
    description: >-
      Documentation - pages, folders and articles synced from Hudu or IT Glue,
      plus built-in pages
  - name: Broadcasts
    description: Broadcasts - emergency broadcasts, recipients and groups
  - name: Notifications
    description: Notifications - the linked user's in-app notifications
  - name: Standards
    description: >-
      Standards - technology standards catalog, service plans, applicability,
      deployment statuses, compliance rollups, white space and costs
  - name: Customer Success
    description: >-
      Customer success - client health scores, trends, benchmarks and Traffic
      Light Reviews
  - name: Tasks
    description: Tasks - the linked user's personal task list
  - name: Tenant Setup
    description: Tenant setup - profile, branding and portal settings (never secrets)
  - name: Roles
    description: Roles - staff and client roles and their permission grants
  - name: Ticket Templates
    description: Ticket templates - reusable ticket definitions
  - name: Readiness
    description: Client readiness - account readiness assessments
  - name: Projects
    description: >-
      Projects - PSA projects with health overlays (deliverables, milestones,
      client actions, weekly updates), phases, tickets, time entries, PSA
      status/owner/priority write-through, ticket notes, task controls, display
      settings and the document library
paths:
  /api/public/v1/readiness/bulk:
    post:
      tags:
        - Readiness
      summary: Bulk update readiness
      description: >-
        Apply one readiness change to 1-100 explicitly selected companies:
        exclude/include a company; exempt or restore a requirement (exemptions
        need a reason); confirm or withdraw a reviewed confirmation.
        Confirmations represent the approving person's review and fail if any
        check is unsatisfied. The whole batch is atomic. Staff only; requires
        `companies.write` and the linked user's write_client_readiness
        permission.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/BulkReadinessRequest'
      responses:
        '200':
          description: Change applied
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    $ref: '#/components/schemas/BulkReadinessResult'
                required:
                  - data
        '400':
          description: Validation error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '403':
          description: >-
            Forbidden - missing scope (companies.write), the linked user lacks
            the readiness permission, the endpoint is staff-only, or a company
            user addressed another company
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
      security:
        - BearerAuth: []
components:
  schemas:
    BulkReadinessRequest:
      type: object
      properties:
        companyIds:
          type: array
          items:
            type: string
            format: uuid
          minItems: 1
          maxItems: 100
          description: Explicitly selected companies
        change:
          $ref: '#/components/schemas/ReadinessChange'
      required:
        - companyIds
        - change
    BulkReadinessResult:
      type: object
      properties:
        updated:
          type: integer
          minimum: 0
        companyIds:
          type: array
          items:
            type: string
            format: uuid
      required:
        - updated
        - companyIds
    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
    ReadinessChange:
      oneOf:
        - type: object
          properties:
            operation:
              type: string
              enum:
                - exclude
          required:
            - operation
          description: Exclude the companies from readiness
        - type: object
          properties:
            operation:
              type: string
              enum:
                - include
          required:
            - operation
          description: Include previously excluded companies
        - type: object
          properties:
            operation:
              type: string
              enum:
                - exempt
            requirementId:
              type: string
              format: uuid
              description: requirementId from the company readiness checks
            reason:
              type: string
              minLength: 1
              maxLength: 2000
          required:
            - operation
            - requirementId
            - reason
        - type: object
          properties:
            operation:
              type: string
              enum:
                - remove_exemption
            requirementId:
              type: string
              format: uuid
              description: requirementId from the company readiness checks
          required:
            - operation
            - requirementId
        - type: object
          properties:
            operation:
              type: string
              enum:
                - confirm
            requirementId:
              type: string
              format: uuid
              description: requirementId from the company readiness checks
            note:
              type: string
              maxLength: 1000
          required:
            - operation
            - requirementId
        - type: object
          properties:
            operation:
              type: string
              enum:
                - clear_confirmation
            requirementId:
              type: string
              format: uuid
              description: requirementId from the company readiness checks
          required:
            - operation
            - requirementId
  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.

````

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