Lists the invitations to this workspace's client portal, newest first, paginated by cursor (limit up to 200). status: pending (default: sent and still valid for its 30 days), accepted (the client registered: accepted_by_uid is their client id), cancelled, expired (pending past its 30 days; client_portal.invitations.resend revives it) or all. With pending or expired a page can hold fewer than limit items: keep paging while has_more. Each invitation: email, display_name, the accounts and sections the client will get, status, who invited and when, expires_at. It never returns the registration link. Only owners and admins.
Alcance
client_portal:read
Permiso
Ver el módulo · Solo owner, admin
Tool del MCP
client_portal_invitations_listEn la superficie completa; en la compacta, mb_execute_operation con id: "client_portal.invitations.list".
Costo declarado: hasta 502 lecturas y 0 escrituras por llamada (cuentan en el cupo diario).
Parámetros
limitintegerqueryopcional
How many items this page brings at most (see the maximum and the default in the schema).
Por defecto: 50
cursorstringqueryopcional
The next_cursor of the previous page, exactly as it came (only for the same list and filters); without it, the first page.
statusenumqueryopcional
pending (default: sent and still valid), accepted (the client registered), cancelled, expired (pending past its 30 days) or all.
Valores: pending, accepted, cancelled, expired, all · Por defecto: "pending"
Returns one portal invitation by id: email, display_name, the accounts and sections the client gets on registering, status (pending, accepted, cancelled or expired, computed from expires_at), who invited and when, accepted_at and accepted_by_uid (the new client's id) once accepted. Not found (portal_invitation_not_found) if it is not an invitation of this workspace. It never returns the registration link. Only owners and admins.
Alcance
client_portal:read
Permiso
Ver el módulo · Solo owner, admin
Tool del MCP
client_portal_invitations_getEn la superficie completa; en la compacta, mb_execute_operation con id: "client_portal.invitations.get".
Costo declarado: hasta 1 lecturas y 0 escrituras por llamada (cuentan en el cupo diario).
Parámetros
invitation_idstringrutarequerido
Portal invitation id, from client_portal.invitations.list.
Respuesta
idstring
The invitation id.
emailstring
Who was invited.
display_namestring | null
Their name, if given.
assigned_child_org_idsarray<string>
The Accounts they will see.
enabled_modulesobject
statusenum
pending, accepted, cancelled or expired (a pending one past its 30 days).
Valores: pending, accepted, cancelled, expired
invited_bystring
The user id of who invited them.
invited_by_namestring
Their name.
created_atnumber
When it was created (epoch ms).
expires_atnumber
When it expires (epoch ms): 30 days after it was sent or resent.
accepted_atnumber | null
When it was accepted (epoch ms).
accepted_by_uidstring | null
The user id that accepted it.
cancelled_atnumber | null
When it was cancelled (epoch ms); null for an invitation cancelled before the date was recorded.
Invites a person outside the agency to this workspace's client portal and SENDS them an email through Amazon SES with a link to create their account (valid 30 days). They will see the assigned_child_org_ids (accounts of this workspace, at least one; an id from another organization fails with portal_account_invalid) and the sections from module_preset (complete, reports_only or default; default when omitted) adjusted by enabled_modules. The email must have a valid format and cannot be on a platform domain (portal_email_invalid). Fails with portal_not_configured (409) while the portal has no subdomain (client_portal.settings.get shows it) and with portal_invitation_exists (409) when the email already has a pending invitation (resend or cancel that one). Returns the invitation and email_sent: when false the invitation exists but the email did not go out (retry with client_portal.invitations.resend). Not idempotent: every successful call sends an email. Outside the app it runs as a dry run first (it checks the email, the accounts, that the portal is set up and that there is no pending invitation, and says who gets the email) and needs the confirm_token. Fires client_portal.client.invited; client_portal.client.registered fires when the person creates their account. Only owners and admins.
Instrucciones para agentes
Tell the person the invitation email went to the client (or, if email_sent is false, that it was created but the email failed and can be resent) and that it expires in 30 days. Never ask for or share the registration link: the client uses the one in the email.
Pide confirmación: primero dry_run: true (vista previa y confirm_token, que vale 10 minutos y una sola vez), después el mismo cuerpo con confirm_token. En unas pocas, solo con ciertos datos: la descripción dice cuándo. Por qué y cómo: Vista previa y confirmación.
Alcance
client_portal:write
Permiso
Editar en el módulo · Solo owner, admin
Tool del MCP
client_portal_invitations_createEn la superficie completa; en la compacta, mb_execute_operation con id: "client_portal.invitations.create".
Costo declarado: hasta 508 lecturas y 6 escrituras por llamada (cuentan en el cupo diario). Toca una plataforma externa (ses): cuenta en el cupo de operaciones externas.
Parámetros
emailstringcuerporequerido
The client's email: the invitation is sent there and only an account with this email can accept it. Platform domains (mb-suite.com, mediabros.com…) are not allowed.
Accounts (client organizations of this workspace) the client sees in the portal. At least one; replaces the whole list.
display_namestringcuerpoopcional
Optional name for the client; when empty, the email is used until they register.
module_presetenumcuerpoopcional
Starting point for the client's sections: complete (all 14), reports_only (monitors, dashboards and reports), default (what a new client gets in the app: everything except social_insights, social_competitors, seo_rankings and seo_site_auditor).
Valores: complete, reports_only, default
enabled_modulesobjectcuerpoopcional
Portal sections to turn on (true) or off (false) for this client, applied on top of module_preset (or of the current setting when editing). Keys: monitors, dashboards, reports, paid_insights, paid_media, social_insights, social_media, social_competitors, seo, seo_rankings, seo_site_auditor, ai_chat, apps_ads_visualizer, apps_utm_builder. Overview and Profile are always visible.
Con una API key de prueba el pedido va siempre a tu organización de práctica: datos de ejemplo que puedes reiniciar.En la práctica esta operación no se simula (toca otra plataforma): responde 409 sandbox_external_unavailable.
Renews a pending or expired invitation for another 30 days and SENDS its email again through Amazon SES, with the portal's current address. An accepted or cancelled invitation cannot be resent (portal_invitation_not_pending, 409); an expired one whose email already has a newer pending invitation fails with portal_invitation_exists. If the email cannot be sent the invitation stays renewed and the call fails with the email provider's error (details.platform ses): 503 external_unavailable or 429 external_rate_limited (retry later: it renews and sends again), 409 external_rejected when the provider refuses the address, or 409 external_outcome_unknown when it did not answer and the email may have gone out (check before resending). Not idempotent: every successful call sends an email. Only owners and admins.
Pide confirmación: primero dry_run: true (vista previa y confirm_token, que vale 10 minutos y una sola vez), después el mismo cuerpo con confirm_token. En unas pocas, solo con ciertos datos: la descripción dice cuándo. Por qué y cómo: Vista previa y confirmación.
Alcance
client_portal:write
Permiso
Editar en el módulo · Solo owner, admin
Tool del MCP
client_portal_invitations_resendEn la superficie completa; en la compacta, mb_execute_operation con id: "client_portal.invitations.resend".
Costo declarado: hasta 7 lecturas y 1 escrituras por llamada (cuentan en el cupo diario). Toca una plataforma externa (ses): cuenta en el cupo de operaciones externas.
Parámetros
invitation_idstringrutarequerido
Portal invitation id, from client_portal.invitations.list.
Con una API key de prueba el pedido va siempre a tu organización de práctica: datos de ejemplo que puedes reiniciar.En la práctica esta operación no se simula (toca otra plataforma): responde 409 sandbox_external_unavailable.
Cancels a pending (or expired) invitation: its registration link stops working at once. It sends nothing. Idempotent: on a cancelled invitation nothing changes (changed=false). An accepted invitation cannot be cancelled (portal_invitation_not_pending, 409): the person is already a client; deactivate them with client_portal.clients.deactivate. To invite the same email again after cancelling, use client_portal.invitations.create. Only owners and admins.
Alcance
client_portal:write
Permiso
Editar en el módulo · Solo owner, admin
Tool del MCP
client_portal_invitations_cancelEn la superficie completa; en la compacta, mb_execute_operation con id: "client_portal.invitations.cancel".
Costo declarado: hasta 1 lecturas y 1 escrituras por llamada (cuentan en el cupo diario).
Parámetros
invitation_idstringrutarequerido
Portal invitation id, from client_portal.invitations.list.
