Get all Enterprise Settings
- AML Checks
- Account
- Actions
- Addon Subscriptions
-
Addons
- Get all available addons
- Initiate a sync to pull all clients from Nucleus
- Initiate a sync to pull all plans from Nucleus
- Seccl - Sync all the clients
- Seccl - Sync all the plans
- Seccl - Get a list of Seccl Nodes for the firm
- Seccl - Store an adviser node association
- Seccl - Search assets on Seccl
- Seccl - Get the seccl client associated with the account
- Seccl - Update the seccl client
- Seccl - List scheme products on Seccl
- Get api v1 addons seccl addon direct debit mandate
- Post api v1 addons seccl addon direct debit mandate
- Post api v1 addons seccl addon sync client account uuid
- Post api v1 addons seccl addon sync plan plan uuid
- Seccl - Get a list of client products for the given account
- SmartSearch - Run a UKAML Check
- Transact - Account Opening
- Get list of advisers
- Addresses (v1)
- Addresses (v2)
- Audits
- Automation Blocks
-
Automation Blueprints
- Trigger automations through webhook
- Get all Automation Blueprints
- Create an Automation Blueprint
- Get a Automation Blueprint
- Update a Automation Blueprint
- Delete an Automation Blueprint
- Trigger and start running an automation
- Attach a webhook target to an automation blueprint
- Get all executions for a single automation blueprint
- Automation Execution Steps
- Automation Executions
- Bank Accounts
- Beneficiary
- Blueprint Steps
- Bulk Actions
- Business Metrics
-
Cases
- Get all client cases
- Get all cases
- Create a case
- Get a case
- Update a case
- Delete a case
- Add clients to a case
- Remove clients from a case
- Get all case statuses
- Create a case status
- Update a case status
- Delete a case status
- Get all case types
- Create a case type
- Get a case type
- Update a case type
- Delete a case type
-
Circles
- Get all circles
- Create a circle
- Get a circle
- Update a circle
- Delete a circle
- Get all emails for a circle
- Get all notes for a circle
- Get circle charge splits
- Get all Accounts for the Circle
- Get all form submissions for accounts in a circle
- Get all linked clients for clients of a circle
- Get Wealth summary of all accounts of a circle
- Get the fact-find access policies
- Update a fact-find policy
- Claim
- Client Statuses
-
Clients
- Get all clients [DEPRECATED: Use account route]
- Create a client [DEPRECATED: Use create an account route]
- Get a client [DEPRECATED: Use get an account route]
- Update a client [DEPRECATED: Use update an account route]
- Delete a client [DEPRECATED: use delete an account route]
- Get all client plans
- Get all linked clients for a client
- Create a client link
- Update a client link
- Delete a client link
- Retrieve the owners of the client with their personal details.
- Manage owners for the shared client.
- Update the personal details of one of the owners.
- Get all shared accounts the client belongs to.
- Get all fact-find requests the client owns.
- Create a wealth summary for the client.
- Get all of a client's new business events
- Get all the emails the client is a participant of.
- Get all the illustrations for a client
- Cloning
- Contact Details (v1)
- Contact Details (v2)
- Contributions
-
Conversations
- Retrieve the mentionable accounts for a conversation.
- Get all account conversations
- Get all circle conversations
- Get all conversations of a case
- Get all conversations.
- Create a conversation.
- Get a conversation.
- Update a conversation.
- Delete a conversation
- Update notification settings for a conversation
- Leave a conversation
- Archive the conversation
- Unarchive the conversation
- Pin the conversation
- Add participants to conversation
- Remove participants from a conversation
- Promote participants to conversation admins
- Revoke admin privileges from conversation participants
- Create a message with inline files
- Get all messages
- Create a message
- Get a message
- Update a message
- Delete a message
- Get a messages edit history
- Cover
- Custom Default Folders
- Custom Fields
- Dependants (v1)
- Dependants (v2)
-
Document Builder
- Get available variables
- Get document templates
- Create a document template
- Get a document template
- Update a document template
- Delete a template
- Download Template as DOCX
- Update the DOCX content of a template
- Download Template as SFDT
- Download Template as PDF
- Generate Document Preview
- Get all documents
- Create a document
- Get a document
- Update a document
- Delete a document
- Download Document as DOCX
- Update the DOCX content of a document
- Download Document as SFDT
- Download Document as PDF
- Generate Document Preview
- Publish a document
- Document Packs
- Document Signing
- Employee
- Employment (V2)
- Employments
-
Endpoints
- Get all personal access tokens
- Create a personal access token
- Delete a personal access token
- Get api v1 migrate joint logins
- Post api v1 migrate joint logins joint account login uuid
- Post api v1 migrate joint documents to circle
- Returns referral connections for the current firm with direction indicated.
- Creates a new referral connection request to another adviser using their referral code.
- Get api v1 referral connections referral connection uuid
- Deletes a pending referral connection. Only the sender can delete a connection request.
- Returns referrals for the current firm with direction indicated.
- Creates a new referral to share client data with a connected firm.
- Get api v1 referrals uuid
- Deletes a pending referral. Only the sender can delete a referral.
- Accepts a pending referral. Only the recipient firm can accept.
- Rejects a pending referral. Only the recipient firm can reject.
- Update Client in Conquest and redirect to Conquest to view client
- Create Plan in Conquest and return URL to view Conquest Client.
- Create Be-IQ Risk Profile Invitation
- Show the Be-IQ client
- Retrieve a front-end access token to retrieve the Be-IQ front-end data
- Get the Microsoft Entra token from the PensionLabs SDK
- Get api v2 flux
-
Enterprise
- Update Enterprise Settings
Get all Enterprise Settings -
Expenditures
- Get all Life Stages for a Firm
- Create a Life Stage for a Firm
- Retrieve a Life Stage for a Firm
- Update a Life Stage for a Firm
- Delete a Life Stages for a firm
- Reorder Life Stages for a firm
- Get Sections for Life Stages for a Firm
- Create a Section for a Life Stage for a Firm
- Get a Section for a Life Stage for a Firm
- Update a Section for a Life Stage for a Firm
- Delete a Section for a Life Stage for a Firm
- Reorder Life Stage Sections for a firm
- Update the custom expenditures setting across all uuids
- Get all the Fields for a Life Stage Section for a Firm
- Create a Field for a Life Stage Section for a Firm
- Get a Field for a Life Stage Section for a Firm
- Update a Field for a Life Stage Section for a Firm
- Delete a Field for a Life Stage Section for a Firm
- Reorder Life Stage Section Fields for a firm
- Get all expenditures including totals for a client
- Show an individual Expenditure
- Delete an Expenditure
- Create or Update an Expenditure
- Create an Expenditure
- Update an Expenditure
- Delete api v1 client client uuid expenditure life stage uuid custom expenditure uuid
- FCA Numbers
-
Fact-Finds
- Get all fact find requests for accounts in a circle
- Get all fact-find schemas
- Create a fact-find schema
- Get a fact-find schema
- Update a fact-find schema
- Delete a fact-find schema
- Archive a fact-find schema
- Archive a fact-find schema
- Get all sections for a fact-find schema
- Create a schema section
- Get a section for a schema
- Update a schema section
- Delete a schema section
- Generate the PDF for a fact-find schema and save it to the client's documents.
- Retrieve all the sections for the request
- Update a given section progress
- Get all fact-find requests for the user.
- Create a fact-find request
- Get a fact-find request
- Delete a fact-find request
- Complete a fact-find request for a given fact-find pass
- Finish the fact-find request
- Create an additional account on a client's fact-find
- File Uploading
-
Filesystem
- Get root folder for a firm
- Get root folder for a client
- Get root folder for a circle
- Get root folder for an illustration
- Get root folder for a case
- Get conversation files
- Create a folder
- Get a folder
- Update and/or move folders
- Delete a folder
- Get all files in a folder
- Update folder permissions
- Get a folder structure
- View deleted files
- Assign file
- Get a file
- Update and/or move a file
- Delete a file
- Get all files on a documentable model
- Restore a file
- Copy a file
- Download a file.
- Download a file via a temporary URL
- Force delete a file
- Get root folder for a plan
- Firms
-
Form Builder
- Get all forms
- Create a form
- Get a form
- Update a form
- Delete a form
- Get all Linked Questions
- Get all linked custom field questions
- Get all received form submission requests
- Get all sent form submission requests
- Get all submission requests on a form
- Get a submission request
- Delete a submission request
- Make a duplicate of an existing form
- Make a form live
- Make a live form no longer live (only works on forms with no submissions)
- Create a section for a form
- Get a form's section
- Update a form's section
- Delete a form's section
- Create a question for a section
- Get a question
- Update a section's question
- Delete a section's question
- Get all submissions for a form
- Create a submission to a form
- Get a submission
- Delete a submission
- Get all submission for a form authored by a specific account
- Get all answers for a submission
- Submit answers to a submission
- Change the form status to submitted
- Get all submission requests on a form
- Update a form submission request
- Delete a submission request
- Store a submission request
- Goals (v1)
- Goals (v2)
- Groups
- Holdings
- Illustrations
- Imports
- Income (v1)
- Income (v2)
-
Income Reconciliation
- Get all charges for a circle
- Get all expectations of circle
- Get all charges for a client
- Get all expectations of client
- Get all charges for a plan
- Get all expectations of plan
- Upload a provider statement CSV.
- Get all provider statements
- Create a provider statement
- Get a provider statement
- Update a provider statement
- Delete a provider statement
- Upload a bank statement CSV.
- Get all bank statements
- Create a bank statement
- Get a bank statement
- Update a bank statement
- Delete a bank statement
- Get all charges
- Create a charge
- Get a charge
- Update a charge
- Delete a charge
- Calculate the income splits of an expectation
- Get all firm expectations
- Get an expectation
- Update an expectation
- Delete an expectation
- Get all statement transactions
- Create an statement transaction
- Get an statement transaction
- Update an statement transaction
- Delete an statement transaction
- Unreconcile the expectation
- Get all bank transactions
- Create a bank transaction
- Get a bank transaction
- Update a bank transaction
- Delete a bank transaction
- Reconcile an expectation to statement transactions
- Balance partially reconciled expectations
- Unbalance the expectation
- Reconcile bank payments to statement transactions
- Delete a reconciliation
- Create expectations
- Auto reconcile statement transactions
- Get all reconciliations on a bank transaction
- Get all reconciliations on an statement transaction
- Get all charge splits
- Create a charge split
- Get a charge split
- Update a charge split
- Delete a charge split
- Get all adviser splits
- Create an adviser split
- Get an adviser split
- Update an adviser split
- Delete an adviser split
- Get all charge split schemas
- Create a charge split schema
- Get a charge split schema
- Update a charge split schema
- Delete a charge split schema
- Introducer
- Letter of Authority
- Logins
- Logs
- Lookups
-
Mailboxes
- Display a list of mailboxes for the current firm.
- Store a new mailbox for the current firm and return the form link to authenticate the mailbox.
- Update the specified mailbox.
- Remove the specified mailbox.
- Display the mailbox folders.
- Re-authenticate a mailbox.
- Display the specified email.
- Delete the specified mailbox message.
- Delete the specified mailbox message thread.
- Miscellaneous
- Model
- Model Types
- Mortgage Searches (v2)
- Mortgage Sourcing
- Navigation
- Networks
- Networth
- New Business Events
- Notes
- Notifications
- OAuth2 Connections (External Only)
- Plan Returns
-
Plans
- Get all plans
- Create a plan
- Get a plan
- Update a plan
- Delete a plan
- Update a plan's ownership without updating the rest of the plan
- Get the valuations formatted for a graph
- Get all plan's new business events
- Get all group scheme members
- Create a group scheme member
- Get all sub schemes for a group scheme
- Create a sub-scheme for a group scheme plan
- Request Plan Data From Provider (Beta)
- Get all the provider feed logs for a given plan
- Get all the illustrations for a plan
- Get all linked policy numbers
- Create an linked policy number
- Update an linked policy number
- Delete an linked policy number
- Plans (v2)
- Platform
- Premiums
- Providers
- Reactions
- Report Templates
- Report Types
- Reports
- Risks (v1)
- Risks (v2)
- Search
- Shareholders
- Staff Members
- Statements
-
Static Data
- Get a list of boolean choices
- Get a list of occupations
- Get a list of supported nationalities
- Get a list of addon categories
- Retrieve a list of all the plan type
- Retrieve the plan sub-types for a given plan type
- Plan statuses
- Get a list of plan inactivity reasons
- Get a list of transaction types and sub-types
- Get the subtypes for a transaction type
- Get a list of charge categories
- Get a list of RMAR types
- Get a list of service types
- Get a list of modelable types for logs
- Get a list of contribution types
- Get a list of advice types
- Get a list of options for new business event conducted by
- Get a list of options for new business event status
- Get a list of options for new business event source of funds
- Get a list of Frequency types
- Get a list of employee departments
- Get a list of crystallisation reasons
- Get a list of interest types
- Get a list of property types
- Get a list of repayment types
- Get a list of repayment methods
- Get a list of term types
- Get a list of transfer types
- Get a list of source of premiums
- Get a list of premium payment methods
- Get a list of cover types for the specific plan type.
- Get a list of file extensions
- Get a list of all reports
- Get a list of options for client regulatory classifications
- Get a list of all LookupTypes
- Get a list of all CheckStatuses
- Get a list of all CheckOutcomes
- Get a list of all states of health
- Get a list of all webhook subscription events.
- Get a list of all titles
- Sub Account Portfolios
- Sub Accounts
- Tagging
- Task Statuses
- Tasks
- Time Entries
- Transaction
- Transactions (v2)
- Unipass Certificates
-
User Management
- Get the authenticated user
- Update the authenticated user
- Get all logins for the authenticated user
- List all fact-find passes for the user
- Switch user accounts
- Store Firebase notification tokens
- Revoke Firebase notification tokens
- Remotely revoke an integration
- Get the welcome widget tasks for the authenticated user
- Update a welcome widget task for the given user
- Valuations
- Valuations (V2)
- Webhook Subscriptions
- Withdrawals
-
Workflows
- Get all workflows
- Create a workflow
- Get a workflow
- Update a workflow
- Delete a workflow
- Render a tree of the structure of the workflow.
- Render breadcrumbs of the structure of the workflow.
- Get all workflow tasks
- Create a workflow task
- Get a workflow task
- Update a workflow task
- Delete a workflow task
- Add a participant to the workflow task
- Remove a participant from a workflow task
- Run a workflow
GET
https://api.plannrcrm.com
/api/v1/enterprise/settings
https://api.plannrcrm.com
{var_value}
{description}
{description}
Get all Enterprise Settings
Gets all enterprise settings in the system. This endpoint is useful for retrieving the current configuration of the enterprise settings, allowing clients to display or manage them as needed. A shorter version of this data is returned in the state endpoint.
Authentication:
GET /api/v1/enterprise/settings
Loading...
Response
API Access Denied: you may need to authenticate first. If the issue persists, please contact the API maintainer.
Waiting for a request to be sent.