List the Portfolio
list_portfolioLists the client workspaces of the connected team account (brand workspaces on Business Enterprise), one page at a time, with the total so an answer can say how many are shown out of how many. Each row has the client_id, client name and website, the latest Diagnostic (report_id and date; it may still be running or may have failed) and the days since it, the MIDAS score with its tier, its change from the previous scored Diagnostic and whether that change is larger than the usual run-to-run variation, open_action_items (the Portfolio page's own count: items not done and not dismissed, so suggested, queued and in progress), open_high_priority_items (the open items that are critical or high), and the next scheduled Diagnostic. Both item counts cover only work the account owes: items from Diagnostics classified as a competitor, research or a prospect are not counted (list_action_items still lists them). Sorts: name, largest_decline, largest_improvement, lowest_midas, most_open_high_priority, most_open_items, longest_since_last_diagnostic, most_recent_diagnostic and next_scheduled; in the score and date sorts, a client with no Diagnostic or no score comes last. Filters: search (name or website), status, MIDAS tier, client_id, pillar (counts only that area's critical and high items) and min_open_high_priority_items. An empty page means no workspace matched these filters, not that the account has none. Included with team accounts on the Agency plans, Business Enterprise and custom plans. Fits "which clients need attention", ranking clients, and finding a client's client_id by name for list_action_items or list_diagnostics.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| sort | No | Row order (default name). | |
| tier | No | Only workspaces whose latest MIDAS score is in this tier, or that have no score yet. | |
| limit | No | Page size (default 10, max 25). | |
| cursor | No | Opaque pagination cursor (next_cursor) from a previous response. | |
| pillar | No | An area (compliance is shown to people as Trust & Security). The critical and high item count, and min_open_high_priority_items, then cover that area only. | |
| search | No | Part of a client name or website, matched without regard to case. | |
| status | No | Active workspaces (default), archived ones, or all. | |
| client_id | No | One client workspace's row. | |
| min_open_high_priority_items | No | Only workspaces with at least this many open items of critical or high priority, counting only work the account owes. |