> ## Documentation Index
> Fetch the complete documentation index at: https://ago.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Portfolio

> A staff member's book: counts, companies by risk, renewals within 90 days, open alerts and tasks.
`role` is any, csm or owner.



## OpenAPI

````yaml /openapi-v1.json get /api/v1/crm/portfolio
openapi: 3.1.0
info:
  title: AGO Public API
  version: 1.0.0
  description: Programmatic access to your AGO workspace.
servers:
  - url: https://{tenant_id}.api.useago.com
    description: AGO Public API v1
    variables:
      tenant_id:
        default: your-tenant-id
        description: Your AGO tenant identifier
security: []
paths:
  /api/v1/crm/portfolio:
    get:
      tags:
        - CRM
      summary: Portfolio
      description: >-
        A staff member's book: counts, companies by risk, renewals within 90
        days, open alerts and tasks.

        `role` is any, csm or owner.
      operationId: get_crm_portfolio
      parameters:
        - in: query
          name: user_id
          schema:
            default: me
            title: User Id
            type: string
          required: false
        - in: query
          name: role
          schema:
            default: any
            title: Role
            type: string
          required: false
      responses:
        '200':
          description: OK
      security:
        - ScopedAPIKeyAuth: []
components:
  securitySchemes:
    ScopedAPIKeyAuth:
      type: apiKey
      in: header
      name: X-API-Key

````

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