Lists the organization's report templates (source=organization, the default) or, for an account, the published templates it inherits from its workspace (source=inherited), in the screen's manual order (position; the ones never ordered after, by title) and paginated by cursor (limit 50 by default, up to 200). Each item is a summary: title, status (draft|published), version, position, supported platforms, data source slots, labels, how many pages and blocks it has and who created it (created_by, created_by_name); fetch the pages with reports.templates.get. Filter by status. System templates are listed by reports.system_templates.list. Requires view access to Reports.
Escopo
reports:read
Permissão
Ver o módulo
Tool do MCP
reports_templates_listNa superfície completa; na compacta, mb_execute_operation com id: "reports.templates.list".
Custo declarado: até 500 leituras e 0 escritas por chamada (contam na cota diária).
Parâmetros
limitintegerqueryopcional
How many templates per page (default 50, at most 200).
Padrão: 50
cursorstringqueryopcional
The next_cursor of the previous page, to get the next one; omit it for the first page.
sourceenumqueryopcional
organization (its own, default) or inherited (the workspace's published ones, for an account).
Returns one report template with all its pages (sections) and blocks, its data source slots, default date range, cover page, theme and labels. Use source=inherited from an account to read a published template of its workspace. Not found if the id does not exist in the organization (or, for inherited, is not a published template of the parent). Requires view access to Reports.
Escopo
reports:read
Permissão
Ver o módulo
Tool do MCP
reports_templates_getNa superfície completa; na compacta, mb_execute_operation com id: "reports.templates.get".
Custo declarado: até 1 leituras e 0 escritas por chamada (contam na cota diária).
Parâmetros
template_idstringrotaobrigatório
The template id (reports.templates.list).
sourceenumqueryopcional
organization (default) or inherited (a published one of the workspace).
Creates a report template of the organization as a draft (version 1). Only the title is required; you can also send its pages (sections with blocks), data source slots, supported platforms, default date range (last month if omitted), cover page, table of contents, module pages, theme and labels. Blocks that read a platform must point to a slot or to a data source connected to the organization (reports.data_sources.list). Publish it with reports.templates.publish. Requires edit access to Reports.
Escopo
reports:write
Permissão
Editar no módulo
Tool do MCP
reports_templates_createNa superfície completa; na compacta, mb_execute_operation com id: "reports.templates.create".
Custo declarado: até 1 leituras e 1 escritas por chamada (contam na cota diária).
Parâmetros
titlestringcorpoobrigatório
Title.
descriptionstringcorpoopcional
Description.
subtitlestringcorpoopcional
Subtitle.
accent_colorstring | nullcorpoopcional
Accent color (hex); null for the theme's.
sectionsarray<object>corpoopcional
The pages and their blocks (new block types, slots, metrics and presets are checked; what the template already had is kept).
cover_pageobject | nullcorpoopcional
Cover page settings; null for no cover.
table_of_contentsbooleancorpoopcional
Add a table of contents.
module_pagesarray<object>corpoopcional
Module pages (module_tasks, module_pacing, module_social, module_seo) and where they go.
data_source_slotsarray<object>corpoopcional
The data slots a report from this template maps to its account's sources (id, name, platform).
supported_platformsarray<string>corpoopcional
Platforms it is built for.
default_date_rangeobjectcorpoopcional
Default period of the reports made from it (a new preset_key must be one of the presets).
theme_idstring | nullcorpoopcional
Report theme (reports.themes.list); null for the default.
theme_sourceenum | nullcorpoopcional
system or organization, with theme_id.
Valores: system, organization
label_idsarray<string>corpoopcional
Template labels (reports.labels.list with of: templates); an unknown id is label_unknown.
Updates fields of a report template: title, description, pages (send the full sections array), data source slots, supported platforms, default date range, cover page (null removes it), table of contents, module pages, theme (null = default) and labels; fields go inside updates. Every save bumps its version. To publish or unpublish use reports.templates.publish. New platform data sources in the blocks must be connected to the organization; new block types, data slots (they must be data_source_slots of the template), metrics, dimensions and presets are checked (report_block_type_unknown, report_block_slot_unknown, unknown_metric, unknown_dimension, preset_unknown, with the valid ones in details) and labels must exist (label_unknown, reports.labels.list with of: templates); what the template already had is kept. Returns the updated template. Requires edit access to Reports.
Escopo
reports:write
Permissão
Editar no módulo
Tool do MCP
reports_templates_updateNa superfície completa; na compacta, mb_execute_operation com id: "reports.templates.update".
Custo declarado: até 2 leituras e 1 escritas por chamada (contam na cota diária).
Publishes a report template (published: true) so the organization's accounts inherit it and it is offered when generating reports, or returns it to draft (published: false). Setting the status it already has changes nothing (changed: false). Publishing fires reports.template.published. Requires edit access to Reports.
Escopo
reports:write
Permissão
Editar no módulo
Tool do MCP
reports_templates_publishNa superfície completa; na compacta, mb_execute_operation com id: "reports.templates.publish".
Copies a report template of the organization into a new draft titled '<title> (Copia)' (the suffix in the caller's language: (Copia), (Copy) or (Cópia)), with the same pages, slots, platforms and theme. Returns the new template id. Requires edit access to Reports.
Escopo
reports:write
Permissão
Editar no módulo
Tool do MCP
reports_templates_duplicateNa superfície completa; na compacta, mb_execute_operation com id: "reports.templates.duplicate".
Custo declarado: até 1 leituras e 1 escritas por chamada (contam na cota diária).
curl-X POST "https://api.mb-suite.com/v1/reports/templates/{template_id}/duplicate" \
-H"Authorization: Bearer $MB_API_KEY"
Testar com a sua API key de teste
Com uma API key de teste o pedido vai sempre para a sua organização de prática: dados de exemplo que você pode reiniciar.
curl-X POST "https://api.mb-suite.com/v1/reports/templates/{template_id}/duplicate" \
-H"Authorization: Bearer $MB_TEST_KEY"
DELETE/v1/reports/templates/{template_id}
Delete a report template
reports.templates.delete
IrreversívelDesde 2026-11-01
Deletes a report template of the organization; it stays 30 days in the trash (platform.trash.restore brings it back with the same id). Report instances already generated from it keep their own copy and are not affected; recurring deliveries that use it fail until it is restored or replaced: the dry run says how many deliveries use it and how many are scheduled. Requires edit access to Reports. Outside the screen it needs a dry run and a confirm_token, or a key with deletion enabled.
Com uma API key, este DELETE roda direto: o registro fica 30 dias na lixeira e a resposta traz o seu trash_item_id. Com um token OAuth, e pelo MCP, pede dry_run → confirm_token.
Escopo
reports:writee «Permitir exclusões» (reports:delete no OAuth)
Permissão
Editar no módulo
Tool do MCP
reports_templates_deleteNa superfície completa; na compacta, mb_execute_operation com id: "reports.templates.delete".
Custo declarado: até 201 leituras e 2 escritas por chamada (contam na cota diária).
Parâmetros
template_idstringrotaobrigatório
The template id (reports.templates.list).
Resposta
oktrue
trash_item_idstring
The trash item this deletion left: the item_id of platform.trash.restore (POST /trash/{item_id}/restore). Missing if nothing went to the trash.
trash_item_idsarray<string>
Only when the deletion left more than one copy: all of them, the first being trash_item_id.
trash_expires_atnumber
When the copy leaves the trash for good (epoch ms): 30 days after the deletion.
Creates an editable report document (reports.reports.*) from a template: the organization's own (template_source=ORGANIZATION), a published one of the parent workspace (INHERITED) or a published system template (SYSTEM), with its data source slots mapped to the organization's connections (data_source_mapping: slot or platform → data source id from reports.data_sources.list). Use it to customize a report before generating its PDF; to generate a dated report instance directly use reports.instances.generate. Returns the new report id. Requires edit access to Reports.
Escopo
reports:write
Permissão
Editar no módulo
Tool do MCP
reports_templates_deployNa superfície completa; na compacta, mb_execute_operation com id: "reports.templates.deploy".
Custo declarado: até 3 leituras e 1 escritas por chamada (contam na cota diária).
Parâmetros
template_idstringrotaobrigatório
The template to make an editable report from (reports.templates.list or reports.system_templates.list).
template_sourceenumcorpoopcional
ORGANIZATION (default: the organization's own), INHERITED (published by the workspace) or SYSTEM (published by MB Suite).