> ## Documentation Index
> Fetch the complete documentation index at: https://docs.go.aiinsurance.io/llms.txt
> Use this file to discover all available pages before exploring further.

# List Export Presets For Member

> Lists every **saved export preset** the company member named by
**`ownerUserId`** owns, across entity types, private and shared, oldest
first. Presets other members share with them are not included.

- A missing or malformed `ownerUserId` is `400 VALIDATION_ERROR`.
- An `ownerUserId` who is not a member of the company is
  `400 ExportPresetOwnerNotMember`.

**Required permission:** `export-preset.view-for-member`




## OpenAPI

````yaml /openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/export-presets
openapi: 3.0.3
info:
  title: AI Insurance External API
  description: External API for AI Insurance platform
  version: 1.0.0
  contact:
    email: support@aiinsurance.io
servers:
  - url: https://go.aiinsurance.io
    description: Production
security:
  - ApiKeyAuth: []
paths:
  /api/v1/companies/{companyId}/export-presets:
    get:
      tags:
        - Entities
      summary: List Export Presets For Member
      description: |
        Lists every **saved export preset** the company member named by
        **`ownerUserId`** owns, across entity types, private and shared, oldest
        first. Presets other members share with them are not included.

        - A missing or malformed `ownerUserId` is `400 VALIDATION_ERROR`.
        - An `ownerUserId` who is not a member of the company is
          `400 ExportPresetOwnerNotMember`.

        **Required permission:** `export-preset.view-for-member`
      operationId: listExportPresetsForMember
      parameters:
        - $ref: '#/components/parameters/companyId'
        - name: ownerUserId
          in: query
          required: true
          schema:
            type: string
            format: uuid
          description: The company member whose presets to list.
      responses:
        '200':
          description: The member's presets.
          content:
            application/json:
              schema:
                type: object
                required:
                  - ownerUserId
                  - presets
                properties:
                  ownerUserId:
                    type: string
                    format: uuid
                  presets:
                    type: array
                    items:
                      $ref: '#/components/schemas/ExportPreset'
              examples:
                twoPresets:
                  summary: A member with an exposure preset and a bordereau preset
                  value:
                    ownerUserId: 3f2b8c1e-6d4a-4b7e-9a15-2c8e0f4d7b91
                    presets:
                      - id: 9b1d4e7a-2c3f-4a8b-b6d5-0e7f1a2c3d4e
                        ownerUserId: 3f2b8c1e-6d4a-4b7e-9a15-2c8e0f4d7b91
                        entityType: exposure
                        name: Underwriting view
                        visibility: private
                        isDefault: false
                        rowSource: null
                        fieldKeys:
                          - exposureName
                          - id
                          - createdAt
                        createdAt: '2026-09-25T14:03:22.418Z'
                        updatedAt: '2026-09-25T14:03:22.418Z'
                      - id: 2e6c0a9f-5b7d-4c1e-8f3a-6d2b9e4a1c70
                        ownerUserId: 3f2b8c1e-6d4a-4b7e-9a15-2c8e0f4d7b91
                        entityType: bordereau
                        name: Monthly bordereau
                        visibility: shared
                        isDefault: true
                        rowSource: null
                        fieldKeys:
                          - fixed:policyNumber
                          - field:policyStatus
                        createdAt: '2026-10-01T09:12:05.031Z'
                        updatedAt: '2026-10-02T16:40:51.774Z'
        '400':
          description: >-
            Bad Request - missing or malformed `ownerUserId`, or non-member
            owner
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
              examples:
                ownerNotMember:
                  summary: The named owner is not a member of the company
                  value:
                    error:
                      code: ExportPresetOwnerNotMember
                      message: >-
                        User 3f2b8c1e-6d4a-4b7e-9a15-2c8e0f4d7b91 is not a
                        member of this company
        '401':
          $ref: '#/components/responses/Unauthorized'
        '403':
          $ref: '#/components/responses/Forbidden'
        '500':
          $ref: '#/components/responses/InternalServerError'
      security:
        - BearerAuth: []
        - ApiKeyAuth: []
components:
  parameters:
    companyId:
      name: companyId
      in: path
      required: true
      schema:
        type: string
        format: uuid
      description: Company identifier
  schemas:
    ExportPreset:
      type: object
      description: A company member's saved export preset.
      required:
        - id
        - ownerUserId
        - entityType
        - name
        - visibility
        - isDefault
        - rowSource
        - fieldKeys
        - createdAt
        - updatedAt
      properties:
        id:
          type: string
          format: uuid
        ownerUserId:
          type: string
          format: uuid
          description: The member who owns the preset
        entityType:
          type: string
          enum:
            - event
            - exposure
            - quote
            - submission
            - person
            - organization
            - policy
            - bordereau
          description: >-
            The export screen the preset belongs to, or `bordereau` for the
            Export Bordereau screen.
        name:
          type: string
        visibility:
          type: string
          enum:
            - private
            - shared
          description: >-
            `private` presets are seen only by their owner; `shared` presets are
            offered to every member of the company.
        isDefault:
          type: boolean
          description: Whether this is the owner's default preset for its entity type.
        rowSource:
          type: string
          nullable: true
          description: >-
            The Object List field the preset exports one row per item of, or
            `null` for one row per record.
        fieldKeys:
          type: array
          description: The preset's columns, in column order
          items:
            type: string
        createdAt:
          type: string
          format: date-time
        updatedAt:
          type: string
          format: date-time
    ErrorResponse:
      type: object
      description: Standard error response for all external API endpoints
      required:
        - error
      properties:
        error:
          type: object
          required:
            - code
            - message
          properties:
            code:
              type: string
              description: Machine-readable error code
              example: VALIDATION_ERROR
            message:
              type: string
              description: Human-readable error message
              example: 'submissionId: Required field is missing'
            userMessages:
              type: array
              description: >-
                Clean, verbatim-displayable messages — one entry per failure,
                free of error-code tags, field paths, and internal noise.
                Suitable for showing to end users as-is.
              items:
                type: string
              example:
                - Exposures of type 'company' require an address
            details:
              type: array
              description: Additional details for validation errors (field-level errors)
              items:
                type: object
                properties:
                  field:
                    type: string
                    description: The field that caused the error
                    example: submissionId
                  code:
                    type: string
                    description: Stable problem code for this individual validation failure
                    example: BLANK_LIST_ELEMENT
                  reason:
                    type: string
                    description: Stable reason the value violates its canonical contract
                    example: blank-list-element
                  expected:
                    type: string
                    description: The expected canonical value contract
                    example: nonblank trimmed string
                  message:
                    type: string
                    description: Description of the field error
                    example: Required field is missing
  responses:
    Unauthorized:
      description: Unauthorized - Invalid or missing API key
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          examples:
            missingApiKey:
              summary: Missing API key
              value:
                error:
                  code: AuthenticationError
                  message: API key authentication required
                  userMessages:
                    - API key authentication required
            invalidApiKey:
              summary: >-
                Invalid API key (e.g. unknown key, or a Bearer token used
                instead of an API key)
              value:
                error:
                  code: AuthenticationError
                  message: Invalid API key
                  userMessages:
                    - Invalid API key
    Forbidden:
      description: Forbidden - Insufficient permissions
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          examples:
            insufficientPermissions:
              summary: Insufficient permissions
              value:
                error:
                  code: AuthorizationError
                  message: User is not authorized to perform the requested action
                  userMessages:
                    - User is not authorized to perform the requested action
            companyMismatch:
              summary: A valid API key naming another company in the URL
              value:
                error:
                  code: AuthorizationError
                  message: API key is not scoped to the requested company
                  userMessages:
                    - API key is not scoped to the requested company
    InternalServerError:
      description: Internal Server Error - Unexpected error occurred
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          examples:
            internalError:
              summary: Unexpected server error
              value:
                error:
                  code: UncaughtActionError
                  message: Uncaught error occurred in <actionName>
                  userMessages:
                    - An unexpected error occurred. Please try again later.
  securitySchemes:
    ApiKeyAuth:
      type: apiKey
      in: header
      name: Authorization
      description: >-
        API key authentication. Send your raw API key as the `Authorization`
        header value with NO scheme prefix — `Authorization: YOUR-API-KEY`. Do
        NOT prefix it with `Bearer ` or `ApiKey `, and do not use an `X-API-Key`
        header; those are not accepted.
    BearerAuth:
      type: http
      scheme: bearer
      bearerFormat: JWT
      description: >-
        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`.

````

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