Setup

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The setup API returns the steps on the setup page for the signed-in person and, for an admin, for the agency. Fondaro works out whether a step is done from what the step produces, so the only thing you write is a person's choice to mark a step done, skip it or dismiss the page.

These endpoints take a signed-in member's session token (Authorization: Bearer <session-token>); API keys do not open them. See Authentication.

Read your setup

GET /me/setup

Returns your own steps and, for an organization admin, the agency's steps, invitations and what is already on. Takes no parameters.

bash

curl https://api.fondaro.com/me/setup \  -H "Authorization: Bearer $SESSION_TOKEN"

json

{  "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": "open", "hidden": false, "detail": { "count": 1, "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": 3, "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 }}

Field	Type	Description
`role`	`admin` or `member`	Your role in the organization
`plan.kind`	`none`, `crm`, `growth` or `crm_and_growth`	The plans the organization holds
`plan.trialing`, `plan.trialEndsAt`	boolean, string or null	Whether the organization is in its free trial, and when it ends
`plan.trialPrice`	object, optional	A trialing CRM plan only: `{ seatCount, amountCents, currency }`, the monthly price once the trial ends
`entitled`	boolean	`false` before any plan: `agency` is null, `you` is empty and `progress` is 0 of 0
`teamMode`	`solo` or `team`	Solo is one person and no invitation; the `team` step is then `hidden`
`dismissed`	boolean	The page was dismissed: by an admin for all admins, or by you as a member
`agency`	step[] or null	Admins only. `ads` appears only with a Growth plan
`you`	step[]	Your own steps
`progress`	`{ done, total }`	Counts visible steps only
`invitations`	array	Admins only, newest first. `status` is `pending`, `accepted` or `revoked`
`kicked`	`{ name, at }[]`	Admins only: people removed in the last 30 days because the team was over its plan's people
`alreadyOn`	object or null	Admins only: whether Ask Fondaro, Smart routing and Calling are on

Steps

Each step is { id, status, hidden, detail }. status is done, open or skipped. A step is done when what it produces exists; otherwise the latest recorded choice decides. Choices on agency steps count from any admin; choices on your own steps count only from you.

`id`	Group	Done when
`agency`	Agency	The agency name and both logos are set
`leads`	Agency	A lead exists, leads were imported, or a listing source is connected
`team`	Agency	Two or more people are on the team, or an invitation was sent
`website`	Agency	The website exists
`ads`	Agency	A Growth plan has at least one language chosen
`phone`	You	Your own number is verified and assigned to you
`email`	You	Your own inbox is connected and working
`profile`	You	You have a profile photo, languages and areas
`app`	You	You signed in on the phone app

Record a step

POST /me/setup/events

Records that you did, skipped or dismissed a step. The person is always the caller.

Parameter	Type	Required	Description
`step`	Body, string	Yes	A step `id` above, or `setup` for the whole page. Must match `^[a-z][a-z0-9_-]{0,39}$`
`action`	Body, `done`, `skipped` or `dismissed`	Yes	What you did

bash

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

Returns 204 No Content.

{ "step": "setup", "action": "dismissed" } dismisses the page: from an admin, for every admin of the organization; from a member, for that member only. Nothing is deleted; the latest choice per person and step wins, and a step that later becomes done reads as done.

Errors

Status	When
`400`	`step` is not a short lowercase key, or `action` is not one of the three values
`401`	No valid session token
`403`	The caller is not a member of the organization