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POST
Create Export Preset For Member

Authorizations

Authorization
string
header
required

User-principal OAuth 2.0 Bearer authentication. Send a user-scoped Auth0 access token (audience = the app API audience) as Authorization: Bearer <jwt>. The request resolves to the user's identity and is authorized by their Role on the {companyId} in the path — the same role-based permissions the web app enforces. This is the path the MCP connector uses to act on a user's behalf; endpoints that accept it list both BearerAuth and ApiKeyAuth.

Path Parameters

companyId
string<uuid>
required

Company identifier

Body

application/json
ownerUserId
string<uuid>
required

The company member who will own the preset and see it in their export screen.

entityType
enum<string>
required

The entity type whose export screen the preset belongs to, in the same kebab spelling the export-runs routes use.

Available options:
event,
exposure,
quote,
submission,
person,
organization,
policy
name
string
required

The preset's name. Surrounding spaces are trimmed. Must not match (case-insensitively) a name the owner already uses for this entity type.

Required string length: 1 - 255
fieldKeys
string[]
required

The preset's columns, in column order. Each key must be offered by the company's export surface for entityType, and no key may repeat.

Minimum array length: 1
Minimum string length: 1

Response

The preset was created and belongs to ownerUserId.

id
string<uuid>
required

The ID of the created preset

ownerUserId
string<uuid>
required

The member who owns the preset

entityType
enum<string>
required
Available options:
event,
exposure,
quote,
submission,
person,
organization,
policy
name
string
required

The saved (trimmed) name

visibility
enum<string>
required

Always private for presets created here

Available options:
private
fieldKeys
string[]
required

The saved column order, exactly as requested

createdAt
string<date-time>
required