Setup

How far through setup is this company?

GET
/api/v1/setup/onboarding

The ten steps of getting a company live, with the same addresses (1.1–3.5) and titles the operator sees in the dashboard. Every done is derived from real rows — there is no stored checklist — so work done through this API, over MCP or by hand all move the same list.

Distinct from GET /api/v1/connection, which answers the narrower deploy-time question 'can this project send right now'. This one also covers the discovery answers, the approved programme and whether the company has sent.

Authorization

bearerAuth read
headerAuthorizationBearer <token>

An API key from the dashboard under Settings → API keys, sent as Authorization: Bearer aem_….

Authorization has two independent axes.

The scope is ranked — a key satisfies any requirement at or below its own tier:

  • read — see messages, contacts and metrics. Changes nothing, and cannot send.
  • write — everything read does, plus managing templates, contacts, automations, segments and suppressions. This is what editing a template needs.
  • admin — everything write does, plus sending configuration: domains, senders, webhook registration, kill switch, daily cap, brand.

There is no approve scope. It was a rung once; it is not one now, and a key requested with it is rejected.

The approval grant (can_approve) is a separate boolean, not a rung. Delivering mail to a real inbox needs write and the grant. Keeping them on separate axes is what makes the review gate a control rather than a convention: a key that may propose is not automatically a key that may approve its own proposal.

Give your application the lowest tier that works. Most need write and the grant — the dashboard mints that combination as Send + manage; Manage only is the same rung with the grant withheld.

Scope: read

Response Body

Setup progress.

application/json
  1. response
phase?|

understand | strategy | content | live, or null once complete.

complete?boolean
done_count?integer
total_count?integer
next?|

Address of the first unfinished step, e.g. 1.5.

steps?array<>

Each: address, key, title, phase, done, in_progress, detail[].

Example Request
curl -X GET 'https://sendandretain.com/api/v1/setup/onboarding'
Example Response
{  "phase": "string",  "complete": true,  "done_count": 0,  "total_count": 0,  "next": "string",  "steps": [    {}  ]}