Setup

Overview

The setup page shows each person the steps that are theirs: an admin sees Your agency and You, a member sees You. Nothing about a step is stored except the choices a person makes about it. Whether a step is done is read from what the step itself produces: branding, leads, the team, the website, your own number, your inbox, your profile and the phone app.

The endpoints on this page use the dashboard's Clerk bearer token and resolve the organization from the request. Any member can read their own setup and record their own choices. The organization's steps, invitations and the "Already on for you" group are only in an admin's response.

Endpoints

Read your setup

curl https://api.fondaro.com/me/setup \
  -H "Authorization: Bearer <clerk session token>"

{
  "role": "admin",
  "plan": { "kind": "crm", "trialing": true, "trialEndsAt": "2026-10-10T09:00:00.000Z" },
  "entitled": true,
  "teamMode": "team",
  "dismissed": false,
  "agency": [
    { "id": "agency", "status": "done", "hidden": false, "detail": null },
    { "id": "leads", "status": "done", "hidden": false, "detail": { "count": 5 } },
    { "id": "team", "status": "done", "hidden": false, "detail": { "count": 2, "invited": 1 } },
    { "id": "website", "status": "skipped", "hidden": false, "detail": null }
  ],
  "you": [
    { "id": "phone", "status": "done", "hidden": false, "detail": { "phoneNumber": "+34612345678" } },
    { "id": "email", "status": "open", "hidden": false, "detail": null },
    { "id": "profile", "status": "open", "hidden": false, "detail": { "photo": true, "languages": true, "areas": false } },
    { "id": "app", "status": "open", "hidden": false, "detail": null }
  ],
  "progress": { "done": 4, "total": 8 },
  "invitations": [
    { "clerkInvitationId": "orginv_2x...", "role": "org:member", "status": "pending", "invitedAt": "2026-09-26T09:05:00.000Z" }
  ],
  "kicked": [],
  "alreadyOn": { "ask": true, "smartRouting": true, "calling": false }
}

The response

Steps

Each step is { id, status, hidden, detail }. status is done, open or skipped. A step is done when its fact exists; otherwise the latest event decides (done or skipped). Agency events count from any admin; personal events count only from you.

Record a step

curl -X POST https://api.fondaro.com/me/setup/events \
  -H "Authorization: Bearer <clerk session token>" \
  -H "Content-Type: application/json" \
  -d '{ "step": "website", "action": "skipped" }'

Returns 204 No Content.

Every call writes one row; the person is always the caller, never the body. { "step": "setup", "action": "dismissed" } is "I'm done": from an admin it dismisses the page for the organization's admins, from a member only for that member. Nothing is ever deleted: the page reads the latest row per person and step, so a step skipped and later done reads as done.

Invitation events

Fondaro keeps a local record of the organization's invitations, because the setup page and the activation report need one and Clerk is not read on those paths. The Clerk webhook (POST /webhooks/clerk, signed, not for integrators) handles three events:

Each row is keyed by the Clerk invitation id, so a redelivered webhook writes nothing new. The rows hold the invitation id, the role and when it was sent, never the invitee's email address. The endpoint must be subscribed to these three events in Clerk.