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

# Update workspace donor intelligence subscription metadata

> Requires the donor_intelligence feature and route permissions. Every client_id route is restricted to the authenticated organization, including platform administrators using workspace routes. Stored profiles are filtered against current email-privacy state; obsolete privacy snapshots are concealed. Legacy wealth-insights URLs are equivalent aliases. Sets the workspace module to paid using supplied or existing payment/metadata/expiry values. A later annual expiry may grant included-plan renewal credits. This operation changes subscription/capacity state; it does not itself charge a payment card.



## OpenAPI

````yaml post /admin/donors/{client_id}/wealth-insights/subscription
openapi: 3.0.0
info:
  title: Gratona API
  description: >-
    REST API for the Gratona fundraising platform, including donor, donation,
    sponsorship, program, event, and integration workflows. Endpoints are
    organized by tag. Most endpoints require either a Passport bearer token or
    an issued API key — see the Security Schemes section.
  contact:
    name: Gratona Engineering
    url: https://gratona.com
    email: devs@gratona.com
  version: 1.0.0
servers:
  - url: https://api.gratona.com/v1
    description: Server Version 1.0.0
security: []
tags:
  - name: Auth
    description: >-
      Login, signup, logout, password reset, and email verification for admin
      users and donors.
  - name: Donors
    description: >-
      Donor records: CRUD, profile fields, household linkage, search, filters,
      merge, and duplicate detection.
  - name: Donations
    description: >-
      Individual donation records, recurring commitments, soft credits, refunds,
      designations, and exports.
  - name: Sponsorships
    description: >-
      Donor-to-entity commitment relationships, lifecycle transitions, and
      commitment-specific filters.
  - name: Entities
    description: >-
      Recipient records (children, families, projects, animals, etc.), their
      status, and entity-level fields.
  - name: Programs
    description: >-
      Program / campaign configuration: hierarchy, settings, and program-level
      metadata.
  - name: Forms
    description: >-
      Custom form builder (HysForm), form fields, standardized donor fields, and
      field migrations.
  - name: Trips
    description: >-
      Mission-trip management: trips, participants, budgets, tasks,
      e-signatures, fundraising milestones, and background checks.
  - name: Communications
    description: >-
      Email templates, SMS, newsletters, donor email manager, and per-donor
      notes.
  - name: Payments
    description: >-
      Payment-gateway management (Stripe, PayPal, Flutterwave, QuickBooks).
      Excludes inbound webhooks — see the Webhooks tag.
  - name: Reports
    description: Dashboards, analytics, scheduled reports, and exports.
  - name: Admin
    description: >-
      Client-account administration: users, groups/permissions, settings,
      integrations, and account lifecycle.
  - name: Donor Portal
    description: >-
      Endpoints consumed by the donor-facing portal (donor login, dashboard,
      donation history, messages).
  - name: Recipient Portal
    description: Endpoints consumed by the recipient-facing portal.
  - name: Public
    description: >-
      Unauthenticated public endpoints: donor signup, public trip pages,
      peer-to-peer campaigns, public checkout.
  - name: Webhooks
    description: >-
      Inbound webhooks from third parties (Stripe, PayPal, Flutterwave, Checkr,
      DropboxSign). Annotated minimally for reference; payload shapes are owned
      by the upstream provider.
  - name: Events
    description: >-
      Event setup, invitations, registration, ticketing, attendance and event
      reporting.
  - name: Journeys
    description: >-
      Journey graphs, activation, enrollment, message templates and event
      follow-up automations.
  - name: Tasks
    description: Workspace tasks, assignments, saved task views and record collaboration.
  - name: Fundraising
    description: >-
      Fundraising portfolios, stewardship plans, giving anniversaries and
      personal donor follow-up.
  - name: Impact Stories
    description: Story intake, review, assets, consent and publication workflows.
  - name: Integrations
    description: Workspace integration connections, mappings, synchronization and recovery.
  - name: Email Calendar
    description: Connected email/calendar accounts and donor interactions.
  - name: Spaces
    description: Workspace Spaces and collaborative Pages.
  - name: Library
    description: Workspace documents, source connections, files and analysis.
  - name: Intelligence
    description: Donor intelligence and Tali workspace workflows.
  - name: Automation
    description: >-
      V3 automation primitive discovery, input validation, invocation and Zapier
      contracts.
  - name: Schema
    description: V3 model, enum, capability and scope discovery.
  - name: Zapier
    description: Zapier automation connections, polling feeds and actions.
  - name: Files
    description: Files
  - name: Client
    description: Client
  - name: Payment Gateways
    description: Payment Gateways
  - name: Email Settings
    description: Email Settings
  - name: Admin Dashboard
    description: Admin Dashboard
  - name: Recipients
    description: Recipients
  - name: Historical Archived Updates
    description: Historical Archived Updates
  - name: Team & access
    description: Team & access
  - name: Settings
    description: Settings
  - name: Notifications
    description: Notifications
  - name: Participation
    description: Participation
  - name: Users
    description: Users
  - name: Wrapped
    description: Wrapped
  - name: Donor SignUp
    description: Donor SignUp
  - name: Frontend
    description: Frontend
  - name: User
    description: User
  - name: Workspace
    description: Workspace
paths:
  /admin/donors/{client_id}/wealth-insights/subscription:
    post:
      tags:
        - Intelligence
      summary: Update workspace donor intelligence subscription metadata
      description: >-
        Requires the donor_intelligence feature and route permissions. Every
        client_id route is restricted to the authenticated organization,
        including platform administrators using workspace routes. Stored
        profiles are filtered against current email-privacy state; obsolete
        privacy snapshots are concealed. Legacy wealth-insights URLs are
        equivalent aliases. Sets the workspace module to paid using supplied or
        existing payment/metadata/expiry values. A later annual expiry may grant
        included-plan renewal credits. This operation changes
        subscription/capacity state; it does not itself charge a payment card.
      operationId: docDonorIntelligenceUpdateClientSubscription1POST
      parameters:
        - name: client_id
          in: path
          description: Client id.
          required: true
          schema:
            type: integer
          example: 123
      requestBody:
        description: >-
          Request fields accepted by this operation. Omitted optional properties
          retain the behavior described above.
        required: false
        content:
          application/json:
            schema:
              properties:
                expires_at:
                  description: 'Validation: `nullable|date`.'
                  type: string
                  format: date-time
                  nullable: true
                client_payment_id:
                  description: 'Validation: `nullable|integer`.'
                  type: integer
                  nullable: true
                metadata:
                  type: object
                  nullable: true
                  additionalProperties: true
              type: object
      responses:
        '200':
          description: Update workspace donor intelligence subscription metadata response.
          content:
            application/json:
              schema:
                properties:
                  status:
                    type: string
                    example: success
                  message:
                    type: string
                    example: Saved successfully.
                  data:
                    properties:
                      subscription:
                        properties:
                          id:
                            type: integer
                          client_id:
                            type: integer
                          module:
                            type: string
                          plan_type:
                            type: string
                          status:
                            type: string
                          client_payment_id:
                            type: integer
                            nullable: true
                          expires_at:
                            type: string
                            format: date-time
                            nullable: true
                          created_at:
                            type: string
                            format: date-time
                            nullable: true
                          updated_at:
                            type: string
                            format: date-time
                            nullable: true
                          deleted_at:
                            type: string
                            format: date-time
                            nullable: true
                          metadata:
                            type: object
                            nullable: true
                            additionalProperties: true
                        type: object
                      ai_capacity_renewal_grant:
                        oneOf:
                          - $ref: >-
                              #/components/schemas/DonorIntelligenceCreditEntryDoc
                          - type: string
                            enum:
                              - null
                            nullable: true
                    type: object
                type: object
        '401':
          description: Missing or invalid bearer token or API key.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UnauthorizedResponse'
        '403':
          description: >-
            The caller lacks the required permission, resource access or feature
            availability.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '404':
          description: >-
            The organization-owned resource or parent was not found or is not
            available for this operation.
          content:
            application/json:
              schema:
                properties:
                  status:
                    type: string
                    example: error
                  message:
                    type: string
                  code:
                    type: string
                  errors:
                    type: object
                    additionalProperties:
                      type: array
                      items:
                        type: string
                type: object
        '422':
          description: Request validation or a domain constraint failed.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RequestRejection'
        '500':
          description: The operation failed while processing the request.
          content:
            application/json:
              schema:
                properties:
                  status:
                    type: string
                    example: error
                  message:
                    type: string
                  code:
                    type: string
                  errors:
                    type: object
                    additionalProperties:
                      type: array
                      items:
                        type: string
                type: object
      security:
        - bearerAuth: []
        - apiKeyAuth: []
components:
  schemas:
    DonorIntelligenceCreditEntryDoc:
      properties:
        id:
          type: integer
        client_id:
          type: integer
        user_id:
          type: integer
          nullable: true
        entry_type:
          type: string
        action_type:
          type: string
          nullable: true
        credit_delta:
          type: integer
        balance_after_credits:
          type: integer
          nullable: true
        amount_cents:
          type: integer
          nullable: true
        currency:
          type: string
        source_type:
          type: string
          nullable: true
        source_id:
          type: string
          nullable: true
        run_id:
          type: integer
          nullable: true
        expires_at:
          type: string
          format: date-time
          nullable: true
        pricing_version:
          type: string
        idempotency_key:
          type: string
          nullable: true
        stripe_payment_intent_id:
          type: string
          nullable: true
        note:
          type: string
          nullable: true
        created_at:
          type: string
          format: date-time
          nullable: true
        updated_at:
          type: string
          format: date-time
          nullable: true
        metadata_json:
          type: object
          nullable: true
          additionalProperties: true
      type: object
    UnauthorizedResponse:
      title: UnauthorizedResponse
      description: >-
        Returned with HTTP 401 when the request lacks a valid Passport bearer
        token, a valid `X-HYS-API-Key`, or a valid session. The body is the
        simple `{message, status}` envelope emitted by `AuthenticateApiOrKey`.
      required:
        - message
        - status
      properties:
        message:
          description: >-
            Always the literal string `Unauthorized` from the `auth.api_or_key`
            middleware. Login endpoints return `Invalid Credentials` instead.
          type: string
          example: Unauthorized
        status:
          type: string
          example: error
      type: object
    ErrorResponse:
      title: ErrorResponse
      description: >-
        Generic error envelope used by most controllers. Most error responses
        pair a human-readable `message` with `status: error`. Some endpoints
        additionally include `errors` (validator errors), `error` (legacy
        single-error string), `code`, or domain-specific context fields.
      required:
        - message
      properties:
        message:
          description: Human-readable error message.
          type: string
          example: Something went wrong. Please try again.
        status:
          description: >-
            Always the literal string `error` for failures. Some endpoints omit
            this field.
          type: string
          example: error
        error:
          description: Legacy single error code/string used by older endpoints.
          type: string
          example: invalid_request
          nullable: true
        code:
          description: >-
            Optional application-level error code (not all endpoints populate
            this).
          type: string
          example: DONOR_NOT_FOUND
          nullable: true
      type: object
    RequestRejection:
      description: >-
        Request or workflow rejection. Framework field-validation failures
        contain errors; semantic rejections may contain message without errors;
        legacy/provider failures may use error and error_code. The operation
        description identifies the rejected condition. Domain responses may add
        current revision, limits or other conflict context.
      anyOf:
        - $ref: '#/components/schemas/ValidationErrorResponse'
        - $ref: '#/components/schemas/ErrorResponse'
        - required:
            - error
          properties:
            error:
              description: Legacy or provider-facing error message.
              type: string
              example: The request could not be completed.
            error_code:
              description: Stable domain error code, when provided.
              type: string
              example: WORKFLOW_UNAVAILABLE
          type: object
    ValidationErrorResponse:
      title: ValidationErrorResponse
      description: >-
        Returned with HTTP 422 when `Validator::make($data, $rules)` fails. The
        `errors` map is keyed by the failing field name; each value is an array
        of human-readable error messages for that field. Most controllers also
        include a top-level `status: error`.
      required:
        - errors
      properties:
        errors:
          description: >-
            Map of field name to array of validator error messages. Example:
            `{email: [The email field is required.], amount: [The amount must be
            a number.]}`.
          type: object
          additionalProperties:
            type: array
            items:
              type: string
        status:
          description: Always the literal string `error`.
          type: string
          example: error
        message:
          description: >-
            Optional summary message — present on some endpoints, absent on
            others.
          type: string
          example: The given data was invalid.
          nullable: true
      type: object
  securitySchemes:
    bearerAuth:
      type: http
      description: Passport bearer token authentication for legacy admin sessions.
      scheme: bearer
      bearerFormat: JWT
    apiKeyAuth:
      type: apiKey
      description: Gratona API key sent with the compatibility header X-HYS-API-Key.
      name: X-HYS-API-Key
      in: header

````

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