Taskfolk

Taskfolk Portfolios API

The Portfolios API from Taskfolk — 4 operation(s) for portfolios.

GitHub OpenAPI
Business capability
Portfolio Management BC-900.10

Operations 8

GET /v1/workspaces/{slug}/portfolios List portfolios.
POST /v1/workspaces/{slug}/portfolios Create a portfolio (owner/admin-tier scope; per-plan cap).
GET /v1/workspaces/{slug}/portfolios/{portfolioId} Get a portfolio.
PATCH /v1/workspaces/{slug}/portfolios/{portfolioId} Update a portfolio.
DELETE /v1/workspaces/{slug}/portfolios/{portfolioId} Delete a portfolio (soft). Its goals become company goals; project links are removed.
GET /v1/workspaces/{slug}/portfolios/{portfolioId}/projects List a portfolio's member projects.
POST /v1/workspaces/{slug}/portfolios/{portfolioId}/projects Add a project to a portfolio. Idempotent.
DELETE /v1/workspaces/{slug}/portfolios/{portfolioId}/projects/{projectId} Remove a project from a portfolio. Idempotent.

Documentation

📖
Documentation
https://taskfolk.ai/api/v1/reference
📖
APIReference
https://taskfolk.ai/api/v1/reference
📖
Authentication
https://raw.githubusercontent.com/api-evangelist/taskfolk/refs/heads/main/authentication/taskfolk-authentication.yml
📖
RateLimits
https://raw.githubusercontent.com/api-evangelist/taskfolk/refs/heads/main/rate-limits/taskfolk-rate-limits.yml

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/taskfolk/refs/heads/main/openapi/taskfolk-portfolios-api-openapi.yml

Other Resources

🔗
DeveloperPortal
https://taskfolk.ai/developer
🔗
ToolCrosswalk
https://raw.githubusercontent.com/api-evangelist/taskfolk/refs/heads/main/mcp/taskfolk-tool-crosswalk.yml
🔗
AgentCard
https://raw.githubusercontent.com/api-evangelist/taskfolk/refs/heads/main/a2a/taskfolk-a2a.yml
🔗
OAuthScopes
https://raw.githubusercontent.com/api-evangelist/taskfolk/refs/heads/main/scopes/taskfolk-scopes.yml
🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/taskfolk/refs/heads/main/asyncapi/taskfolk-webhooks.yml
🔗
ErrorCatalog
https://raw.githubusercontent.com/api-evangelist/taskfolk/refs/heads/main/errors/taskfolk-problem-types.yml
🔗
Conventions
https://raw.githubusercontent.com/api-evangelist/taskfolk/refs/heads/main/conventions/taskfolk-conventions.yml
🔗
Idempotency
https://raw.githubusercontent.com/api-evangelist/taskfolk/refs/heads/main/conventions/taskfolk-conventions.yml
🔗
DataModel
https://raw.githubusercontent.com/api-evangelist/taskfolk/refs/heads/main/data-model/taskfolk-data-model.yml
🔗
Plans
https://raw.githubusercontent.com/api-evangelist/taskfolk/refs/heads/main/plans/taskfolk-plans-pricing.yml
🔗
Conformance
https://raw.githubusercontent.com/api-evangelist/taskfolk/refs/heads/main/conformance/taskfolk-conformance.yml

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OpenAPI Specification

taskfolk-portfolios-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Taskfolk Portfolios API
  version: 1.0.0
  description: Public REST API for Taskfolk (taskfolk.ai). All endpoints require a workspace-scoped bearer API key. Paths are nested under `/v1/workspaces/{slug}/…`.
servers:
- url: https://taskfolk.ai/api
security:
- bearerAuth: []
tags:
- name: Portfolios
paths:
  /v1/workspaces/{slug}/portfolios:
    get:
      summary: List portfolios.
      tags:
      - Portfolios
      security:
      - bearerAuth:
        - portfolios:read
      parameters:
      - schema:
          type: string
          example: taskfolk
          description: Workspace slug.
        required: true
        description: Workspace slug.
        name: slug
        in: path
      - schema:
          type: string
        required: false
        name: cursor
        in: query
      - schema:
          type:
          - integer
          - 'null'
        required: false
        name: limit
        in: query
      responses:
        '200':
          description: Success.
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    type: array
                    items:
                      $ref: '#/components/schemas/Portfolio'
                  pagination:
                    $ref: '#/components/schemas/Pagination'
                required:
                - data
                - pagination
        '400':
          description: Validation error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '401':
          description: Missing / invalid API key.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '403':
          description: Key lacks the required scope.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '404':
          description: Resource not found (or cross-workspace — never leaked).
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '429':
          description: Rate limited.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
    post:
      summary: Create a portfolio (owner/admin-tier scope; per-plan cap).
      tags:
      - Portfolios
      security:
      - bearerAuth:
        - portfolios:write
      parameters:
      - schema:
          type: string
          example: taskfolk
          description: Workspace slug.
        required: true
        description: Workspace slug.
        name: slug
        in: path
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PortfolioCreateInput'
      responses:
        '201':
          description: Success.
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    $ref: '#/components/schemas/Portfolio'
                required:
                - data
        '400':
          description: Validation error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '401':
          description: Missing / invalid API key.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '403':
          description: Key lacks the required scope.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '404':
          description: Resource not found (or cross-workspace — never leaked).
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '429':
          description: Rate limited.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
  /v1/workspaces/{slug}/portfolios/{portfolioId}:
    get:
      summary: Get a portfolio.
      tags:
      - Portfolios
      security:
      - bearerAuth:
        - portfolios:read
      parameters:
      - schema:
          type: string
          example: taskfolk
          description: Workspace slug.
        required: true
        description: Workspace slug.
        name: slug
        in: path
      - schema:
          type: string
          example: 019e6f12-…
          description: Portfolio id.
        required: true
        description: Portfolio id.
        name: portfolioId
        in: path
      responses:
        '200':
          description: Success.
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    $ref: '#/components/schemas/Portfolio'
                required:
                - data
        '400':
          description: Validation error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '401':
          description: Missing / invalid API key.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '403':
          description: Key lacks the required scope.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '404':
          description: Resource not found (or cross-workspace — never leaked).
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '429':
          description: Rate limited.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
    patch:
      summary: Update a portfolio.
      tags:
      - Portfolios
      security:
      - bearerAuth:
        - portfolios:write
      parameters:
      - schema:
          type: string
          example: taskfolk
          description: Workspace slug.
        required: true
        description: Workspace slug.
        name: slug
        in: path
      - schema:
          type: string
          example: 019e6f12-…
          description: Portfolio id.
        required: true
        description: Portfolio id.
        name: portfolioId
        in: path
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PortfolioPatchInput'
      responses:
        '200':
          description: Success.
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    $ref: '#/components/schemas/Portfolio'
                required:
                - data
        '400':
          description: Validation error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '401':
          description: Missing / invalid API key.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '403':
          description: Key lacks the required scope.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '404':
          description: Resource not found (or cross-workspace — never leaked).
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '429':
          description: Rate limited.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
    delete:
      summary: Delete a portfolio (soft). Its goals become company goals; project links are removed.
      tags:
      - Portfolios
      security:
      - bearerAuth:
        - portfolios:write
      parameters:
      - schema:
          type: string
          example: taskfolk
          description: Workspace slug.
        required: true
        description: Workspace slug.
        name: slug
        in: path
      - schema:
          type: string
          example: 019e6f12-…
          description: Portfolio id.
        required: true
        description: Portfolio id.
        name: portfolioId
        in: path
      responses:
        '200':
          description: Success.
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    type: object
                    properties:
                      id:
                        type: string
                      deleted:
                        type: boolean
                        enum:
                        - true
                    required:
                    - id
                    - deleted
                required:
                - data
        '400':
          description: Validation error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '401':
          description: Missing / invalid API key.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '403':
          description: Key lacks the required scope.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '404':
          description: Resource not found (or cross-workspace — never leaked).
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '429':
          description: Rate limited.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
  /v1/workspaces/{slug}/portfolios/{portfolioId}/projects:
    get:
      summary: List a portfolio's member projects.
      tags:
      - Portfolios
      security:
      - bearerAuth:
        - portfolios:read
      parameters:
      - schema:
          type: string
          example: taskfolk
          description: Workspace slug.
        required: true
        description: Workspace slug.
        name: slug
        in: path
      - schema:
          type: string
          example: 019e6f12-…
          description: Portfolio id.
        required: true
        description: Portfolio id.
        name: portfolioId
        in: path
      responses:
        '200':
          description: Success.
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    type: array
                    items:
                      $ref: '#/components/schemas/PortfolioProject'
                  pagination:
                    $ref: '#/components/schemas/Pagination'
                required:
                - data
                - pagination
        '400':
          description: Validation error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '401':
          description: Missing / invalid API key.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '403':
          description: Key lacks the required scope.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '404':
          description: Resource not found (or cross-workspace — never leaked).
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '429':
          description: Rate limited.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
    post:
      summary: Add a project to a portfolio. Idempotent.
      tags:
      - Portfolios
      security:
      - bearerAuth:
        - portfolios:write
      parameters:
      - schema:
          type: string
          example: taskfolk
          description: Workspace slug.
        required: true
        description: Workspace slug.
        name: slug
        in: path
      - schema:
          type: string
          example: 019e6f12-…
          description: Portfolio id.
        required: true
        description: Portfolio id.
        name: portfolioId
        in: path
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PortfolioProjectAddInput'
      responses:
        '201':
          description: Success.
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    $ref: '#/components/schemas/PortfolioProject'
                required:
                - data
        '400':
          description: Validation error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '401':
          description: Missing / invalid API key.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '403':
          description: Key lacks the required scope.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '404':
          description: Resource not found (or cross-workspace — never leaked).
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '429':
          description: Rate limited.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
  /v1/workspaces/{slug}/portfolios/{portfolioId}/projects/{projectId}:
    delete:
      summary: Remove a project from a portfolio. Idempotent.
      tags:
      - Portfolios
      security:
      - bearerAuth:
        - portfolios:write
      parameters:
      - schema:
          type: string
          example: taskfolk
          description: Workspace slug.
        required: true
        description: Workspace slug.
        name: slug
        in: path
      - schema:
          type: string
          example: 019e6f12-…
          description: Portfolio id.
        required: true
        description: Portfolio id.
        name: portfolioId
        in: path
      - schema:
          type: string
          example: 019e6f12-…
          description: Project id.
        required: true
        description: Project id.
        name: projectId
        in: path
      responses:
        '200':
          description: Success.
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    type: object
                    properties:
                      portfolio_id:
                        type: string
                      project_id:
                        type: string
                      removed:
                        type: boolean
                        enum:
                        - true
                    required:
                    - portfolio_id
                    - project_id
                    - removed
                required:
                - data
        '400':
          description: Validation error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '401':
          description: Missing / invalid API key.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '403':
          description: Key lacks the required scope.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '404':
          description: Resource not found (or cross-workspace — never leaked).
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
        '429':
          description: Rate limited.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
components:
  schemas:
    Pagination:
      type: object
      properties:
        next_cursor:
          type:
          - string
          - 'null'
          example: null
      required:
      - next_cursor
    Portfolio:
      type: object
      properties:
        id:
          type: string
        workspace_id:
          type: string
        name:
          type: string
          example: Platform
        description_md:
          type:
          - string
          - 'null'
        color:
          type: string
          example: '#8b8f98'
        lead_user_id:
          type:
          - string
          - 'null'
        created_by:
          type: string
        created_at:
          type: string
          format: date-time
          example: '2026-05-28T14:30:00Z'
        updated_at:
          type: string
          format: date-time
          example: '2026-05-28T14:30:00Z'
      required:
      - id
      - workspace_id
      - name
      - description_md
      - color
      - lead_user_id
      - created_by
      - created_at
      - updated_at
    PortfolioProjectAddInput:
      type: object
      properties:
        project_id:
          type: string
          minLength: 1
      required:
      - project_id
    PortfolioPatchInput:
      type: object
      properties:
        name:
          type: string
          minLength: 1
          maxLength: 120
        description_md:
          type:
          - string
          - 'null'
          maxLength: 10000
        color:
          type: string
          pattern: ^#[0-9a-fA-F]{6}$
        lead_user_id:
          type:
          - string
          - 'null'
    ErrorEnvelope:
      type: object
      properties:
        error:
          type: object
          properties:
            code:
              type: string
              enum:
              - unauthorized
              - forbidden
              - not_found
              - validation
              - rate_limited
              - conflict
              - idempotency_violation
              - internal_error
              example: validation
            message:
              type: string
              example: Label "foo" does not exist on this project.
            details:
              type: object
              additionalProperties: {}
          required:
          - code
          - message
      required:
      - error
    PortfolioCreateInput:
      type: object
      properties:
        name:
          type: string
          minLength: 1
          maxLength: 120
        description_md:
          type:
          - string
          - 'null'
          maxLength: 10000
        color:
          type: string
          pattern: ^#[0-9a-fA-F]{6}$
          example: '#8b8f98'
        lead_user_id:
          type:
          - string
          - 'null'
      required:
      - name
    PortfolioProject:
      type: object
      properties:
        portfolio_id:
          type: string
        project_id:
          type: string
      required:
      - portfolio_id
      - project_id
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      bearerFormat: API key
      description: 'Workspace API key. Send as `Authorization: Bearer tfk_live_…`. Each key is bound to exactly one workspace and carries a set of scopes.'