# Plannr API Documentation

OpenAPI file: https://apidocs.plannrcrm.com/source.yaml

## Description

This is version `v1.160.1` of this API documentation. Last update on Nov 10, 2026.
Version v1.160.1

## Servers

- https://api.plannrcrm.com: https://api.plannrcrm.com ()


## Topics

### [Authentication](https://apidocs.plannrcrm.com/authentication.md)


## Endpoints

### [AML Checks](https://apidocs.plannrcrm.com/group/endpoint-aml-checks.md)

- [Get all checks](https://apidocs.plannrcrm.com/operation/operation-getapiv1accountaccount_uuidcheck.md)

- [Create a check](https://apidocs.plannrcrm.com/operation/operation-postapiv1accountaccount_uuidcheck.md)

- [Show a check](https://apidocs.plannrcrm.com/operation/operation-getapiv1accountaccount_uuidcheckuuid.md)

- [Update a check](https://apidocs.plannrcrm.com/operation/operation-putapiv1accountaccount_uuidcheckuuid.md)

- [Destroy a check](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1accountaccount_uuidcheckuuid.md)


### [Account](https://apidocs.plannrcrm.com/group/endpoint-account.md)

- [Check for potential duplicate clients before creation.](https://apidocs.plannrcrm.com/operation/operation-postapiv1accountcheckduplicates.md)

- [Get all accounts](https://apidocs.plannrcrm.com/operation/operation-getapiv1account.md)

- [Create an account](https://apidocs.plannrcrm.com/operation/operation-postapiv1account.md)

- [Get an account](https://apidocs.plannrcrm.com/operation/operation-getapiv1accountuuid.md)

- [Update an account](https://apidocs.plannrcrm.com/operation/operation-putapiv1accountuuid.md)

- [Delete an account](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1accountuuid.md)

- [Set an employee's Out of Office](https://apidocs.plannrcrm.com/operation/operation-putapiv1accountaccount_uuidoutofoffice.md)

- [Clear an employee's Out of Office](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1accountaccount_uuidoutofoffice.md)

- [Get a client's marketing consent history](https://apidocs.plannrcrm.com/operation/operation-getapiv1accountaccount_uuidmarketingconsent.md)

- [Record a client's marketing consent](https://apidocs.plannrcrm.com/operation/operation-putapiv1accountaccount_uuidmarketingconsent.md)

- [Get a client's marketing consent status](https://apidocs.plannrcrm.com/operation/operation-getapiv1accountaccount_uuidmarketingconsentstatus.md)

- [List the active potential duplicates for a client.](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuidpotentialduplicates.md)

- [Mark one or more matched records as not-a-duplicate of the given client.](https://apidocs.plannrcrm.com/operation/operation-postapiv1clientclient_uuidpotentialduplicatesdismiss.md)


### [Actions](https://apidocs.plannrcrm.com/group/endpoint-actions.md)

- [Get all Actions belonging to an account](https://apidocs.plannrcrm.com/operation/operation-getapiv2portalactions.md)


### [Addon Subscriptions](https://apidocs.plannrcrm.com/group/endpoint-addon-subscriptions.md)

- [Get all addon subscriptions](https://apidocs.plannrcrm.com/operation/operation-getapiv1addonsubscriptions.md)

- [Subscribe to an addon](https://apidocs.plannrcrm.com/operation/operation-postapiv1subscribe.md)

- [Get an addon subscription](https://apidocs.plannrcrm.com/operation/operation-getapiv1addonsubscriptionsaddonsubscription_uuid.md)

- [Update the configuration on an addon subscription](https://apidocs.plannrcrm.com/operation/operation-putapiv1addonsubscriptionsaddonsubscription_uuid.md)

- [Unsubscribe from an addon](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1addonsubscriptionsaddonsubscription_uuidunsubscribe.md)

- [Enable an addon](https://apidocs.plannrcrm.com/operation/operation-postapiv1addonsubscriptionsaddonsubscription_uuidenable.md)

- [Disable an addon](https://apidocs.plannrcrm.com/operation/operation-postapiv1addonsubscriptionsaddonsubscription_uuiddisable.md)

- [Confirm an addon payment](https://apidocs.plannrcrm.com/operation/operation-postapiv1addonsubscriptionsaddonsubscription_uuidconfirmpayment.md)


### [Addons](https://apidocs.plannrcrm.com/group/endpoint-addons.md)

- [Get all available addons](https://apidocs.plannrcrm.com/operation/operation-getapiv1addon.md)

- [Get an addon's sub-firm availability for your firm](https://apidocs.plannrcrm.com/operation/operation-getapiv1addonaddon_idsubfirmavailability.md)

- [Update an addon's sub-firm availability for your firm](https://apidocs.plannrcrm.com/operation/operation-putapiv1addonaddon_idsubfirmavailability.md)

- [Initiate a sync to pull all clients from Nucleus](https://apidocs.plannrcrm.com/operation/operation-postapiv1addonsnucleussyncclients.md)

- [Initiate a sync to pull all plans from Nucleus](https://apidocs.plannrcrm.com/operation/operation-postapiv1addonsnucleussyncplans.md)

- [Seccl - Sync all the clients](https://apidocs.plannrcrm.com/operation/operation-postapiv1addonsseccladdonsyncclients.md)

- [Seccl - Sync all the plans](https://apidocs.plannrcrm.com/operation/operation-postapiv1addonsseccladdonsyncplans.md)

- [Seccl - Get a list of Seccl Nodes for the firm](https://apidocs.plannrcrm.com/operation/operation-getapiv1addonsseccladdonnodes.md)

- [Seccl - Store an adviser node association](https://apidocs.plannrcrm.com/operation/operation-postapiv1addonsseccladdonassociatenode.md)

- [Seccl - Search assets on Seccl](https://apidocs.plannrcrm.com/operation/operation-getapiv1addonsseccladdonsearchassets.md)

- [Seccl - Create a new Seccl client and sync them into Plannr](https://apidocs.plannrcrm.com/operation/operation-postapiv1addonsseccladdonclient.md)

- [Seccl - Get the seccl client associated with the account](https://apidocs.plannrcrm.com/operation/operation-getapiv1addonsseccladdonclientid.md)

- [Seccl - Update the seccl client](https://apidocs.plannrcrm.com/operation/operation-patchapiv1addonsseccladdonclientaccount_uuid.md)

- [Seccl - List scheme products on Seccl](https://apidocs.plannrcrm.com/operation/operation-getapiv1addonsseccladdonschemaproducts.md)

- [Get api v1 addons seccl addon direct debit mandate](https://apidocs.plannrcrm.com/operation/operation-getapiv1addonsseccladdondirectdebitmandate.md)

- [Post api v1 addons seccl addon direct debit mandate](https://apidocs.plannrcrm.com/operation/operation-postapiv1addonsseccladdondirectdebitmandate.md)

- [Client portal: submit bank details once after AML has cleared but BAV is still pending.](https://apidocs.plannrcrm.com/operation/operation-postapiv1addonsseccladdonclientaccount_uuidbankdetails.md)

- [Client portal: read the latest BAV verification status from SECCL.](https://apidocs.plannrcrm.com/operation/operation-getapiv1addonsseccladdonclientaccount_uuidbankdetailsstatus.md)

- [Client portal: complete the Direct Debit mandate inline after BAV passes.](https://apidocs.plannrcrm.com/operation/operation-postapiv1addonsseccladdonclientaccount_uuiddirectdebitmandateportalcompletion.md)

- [Seccl - Accept product terms for a client product](https://apidocs.plannrcrm.com/operation/operation-postapiv1addonsseccladdonclientaccount_uuidproductsclientproductidaccept.md)

- [Post api v1 addons seccl addon sync client account uuid](https://apidocs.plannrcrm.com/operation/operation-postapiv1addonsseccladdonsyncclientaccount_uuid.md)

- [Post api v1 addons seccl addon sync plan plan uuid](https://apidocs.plannrcrm.com/operation/operation-postapiv1addonsseccladdonsyncplanplan_uuid.md)

- [Seccl - Get a list of client products for the given account](https://apidocs.plannrcrm.com/operation/operation-getapiv1addonsseccladdonclientproductsaccount_uuid.md)

- [SmartSearch - Run a UKAML Check](https://apidocs.plannrcrm.com/operation/operation-postapiv1addonssmartsearchukamlclient_uuidrun.md)

- [Transact - Account Opening](https://apidocs.plannrcrm.com/operation/operation-postapiv1addonstransactaccountopening.md)

- [Get list of advisers](https://apidocs.plannrcrm.com/operation/operation-getapiv1addonstransactadvisers.md)

- [List the Mortgage Brain connections of the firm's advisers](https://apidocs.plannrcrm.com/operation/operation-getapiv1addonsmortgagebrainconnections.md)


### [Addons - PensionLab](https://apidocs.plannrcrm.com/group/endpoint-addons-pensionlab.md)

- [Search PensionLab providers](https://apidocs.plannrcrm.com/operation/operation-getapiv1addonspensionlabproviders.md)

- [List the logged-in client's letters of authority](https://apidocs.plannrcrm.com/operation/operation-getapiv1addonspensionlabmelettersofauthority.md)

- [List a client's letters of authority](https://apidocs.plannrcrm.com/operation/operation-getapiv1addonspensionlabclientsclient_idlettersofauthority.md)

- [Raise letters of authority for a client](https://apidocs.plannrcrm.com/operation/operation-postapiv1addonspensionlabclientsclient_idlettersofauthority.md)

- [List a client's details changed in PensionLab](https://apidocs.plannrcrm.com/operation/operation-getapiv1addonspensionlabclientsclient_iddetailsuggestions.md)

- [List a plan's letters of authority](https://apidocs.plannrcrm.com/operation/operation-getapiv1addonspensionlabplansplan_uuidlettersofauthority.md)

- [Raise a letter of authority for a plan](https://apidocs.plannrcrm.com/operation/operation-postapiv1addonspensionlabplansplan_uuidlettersofauthority.md)

- [List letters of authority](https://apidocs.plannrcrm.com/operation/operation-getapiv1addonspensionlablettersofauthority.md)

- [Export letters of authority as CSV](https://apidocs.plannrcrm.com/operation/operation-getapiv1addonspensionlablettersofauthorityexport.md)

- [Get a letter of authority](https://apidocs.plannrcrm.com/operation/operation-getapiv1addonspensionlablettersofauthorityletterofauthority_uuid.md)

- [List a letter of authority's events](https://apidocs.plannrcrm.com/operation/operation-getapiv1addonspensionlablettersofauthorityletterofauthority_uuidevents.md)

- [Download a signed letter of authority](https://apidocs.plannrcrm.com/operation/operation-getapiv1addonspensionlablettersofauthorityletterofauthority_uuiddownloadletter.md)

- [Download a letter of authority's signing certificate](https://apidocs.plannrcrm.com/operation/operation-getapiv1addonspensionlablettersofauthorityletterofauthority_uuiddownloadcertificate.md)

- [Get signing links (Sign now)](https://apidocs.plannrcrm.com/operation/operation-getapiv1addonspensionlablettersofauthorityletterofauthority_uuidsigninglinks.md)

- [Send signing links to the client](https://apidocs.plannrcrm.com/operation/operation-postapiv1addonspensionlablettersofauthorityletterofauthority_uuidsigninglinkssend.md)

- [Refresh a letter of authority](https://apidocs.plannrcrm.com/operation/operation-postapiv1addonspensionlablettersofauthorityletterofauthority_uuidrefresh.md)

- [Resend a letter of authority](https://apidocs.plannrcrm.com/operation/operation-postapiv1addonspensionlablettersofauthorityletterofauthority_uuidresend.md)


### [Addresses (v1)](https://apidocs.plannrcrm.com/group/endpoint-addresses-v1.md)

- [Get all account addresses](https://apidocs.plannrcrm.com/operation/operation-getapiv1accountaccount_uuidaddress.md)

- [Create an address](https://apidocs.plannrcrm.com/operation/operation-postapiv1accountaccount_uuidaddress.md)

- [Get an address](https://apidocs.plannrcrm.com/operation/operation-getapiv1accountaccount_uuidaddressuuid.md)

- [Update an address](https://apidocs.plannrcrm.com/operation/operation-putapiv1accountaccount_uuidaddressuuid.md)

- [Delete an address](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1accountaccount_uuidaddressuuid.md)


### [Addresses (v2)](https://apidocs.plannrcrm.com/group/endpoint-addresses-v2.md)

- [Get all addresses](https://apidocs.plannrcrm.com/operation/operation-getapiv2addresses.md)

- [Create an address](https://apidocs.plannrcrm.com/operation/operation-postapiv2addresses.md)

- [Get an address](https://apidocs.plannrcrm.com/operation/operation-getapiv2addressesuuid.md)

- [Update an address](https://apidocs.plannrcrm.com/operation/operation-putapiv2addressesuuid.md)

- [Delete an address](https://apidocs.plannrcrm.com/operation/operation-deleteapiv2addressesuuid.md)


### [Audit Log](https://apidocs.plannrcrm.com/group/endpoint-audit-log.md)

- [Get the firm's Audit tab entries](https://apidocs.plannrcrm.com/operation/operation-getapiv1auditlog.md)

- [Get a single Audit tab entry, for the entry's detail/view page](https://apidocs.plannrcrm.com/operation/operation-getapiv1auditlogaudit.md)

- [Get the firm's marketplace (addon install/removal/permission-change)
audit trail. See ENT-274.](https://apidocs.plannrcrm.com/operation/operation-getapiv1marketplaceauditlog.md)

- [Export the firm's marketplace audit trail as a CSV, honouring every
filter the index endpoint accepts.](https://apidocs.plannrcrm.com/operation/operation-getapiv1marketplaceauditlogexport.md)

- [Get a single marketplace audit log entry, for the entry's detail/view page](https://apidocs.plannrcrm.com/operation/operation-getapiv1marketplaceauditlogaudit.md)


### [Audits](https://apidocs.plannrcrm.com/group/endpoint-audits.md)

- [Get all audits made by an employee](https://apidocs.plannrcrm.com/operation/operation-getapiv1employeeemployee_uuidaudits.md)

- [Get all audits for the firm](https://apidocs.plannrcrm.com/operation/operation-getapiv1audits.md)

- [Get all audits attached to a model](https://apidocs.plannrcrm.com/operation/operation-getapiv1auditsmodelmodeluuid.md)


### [Automation Blocks](https://apidocs.plannrcrm.com/group/endpoint-automation-blocks.md)

- [Get all Automation block information that can be used for blueprint steps](https://apidocs.plannrcrm.com/operation/operation-getapiv1automationblocks.md)

- [Get all trigger types for automation blocks](https://apidocs.plannrcrm.com/operation/operation-getapiv1automationblockstriggers.md)


### [Automation Blueprints](https://apidocs.plannrcrm.com/group/endpoint-automation-blueprints.md)

- [Trigger automations through webhook](https://apidocs.plannrcrm.com/operation/operation-postapiv1webhookswebhooktarget_uuid.md)

- [Get all Automation Blueprints](https://apidocs.plannrcrm.com/operation/operation-getapiv1automationblueprints.md)

- [Create an Automation Blueprint](https://apidocs.plannrcrm.com/operation/operation-postapiv1automationblueprints.md)

- [Get a Automation Blueprint](https://apidocs.plannrcrm.com/operation/operation-getapiv1automationblueprintsautomationblueprint_uuid.md)

- [Update a Automation Blueprint](https://apidocs.plannrcrm.com/operation/operation-putapiv1automationblueprintsautomationblueprint_uuid.md)

- [Delete an Automation Blueprint](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1automationblueprintsautomationblueprint_uuid.md)

- [Trigger and start running an automation](https://apidocs.plannrcrm.com/operation/operation-postapiv1automationblueprintsautomationblueprint_uuidtrigger.md)

- [Attach a webhook target to an automation blueprint](https://apidocs.plannrcrm.com/operation/operation-postapiv1automationblueprintsautomationblueprint_uuidwebhooktargets.md)

- [Get all executions for a single automation blueprint](https://apidocs.plannrcrm.com/operation/operation-getapiv1automationblueprintsautomationblueprint_uuidexecutions.md)


### [Automation Execution Steps](https://apidocs.plannrcrm.com/group/endpoint-automation-execution-steps.md)

- [Stop an automation step](https://apidocs.plannrcrm.com/operation/operation-postapiv1automationstepautomationstep_uuidstop.md)

- [Start an automation step](https://apidocs.plannrcrm.com/operation/operation-postapiv1automationstepautomationstep_uuidstart.md)


### [Automation Executions](https://apidocs.plannrcrm.com/group/endpoint-automation-executions.md)

- [Get all automation executions for an automation blueprint](https://apidocs.plannrcrm.com/operation/operation-getapiv1automationexecutions.md)

- [Get an automation execution](https://apidocs.plannrcrm.com/operation/operation-getapiv1automationexecutionsuuid.md)


### [Bank Accounts](https://apidocs.plannrcrm.com/group/endpoint-bank-accounts.md)

- [Get all bank accounts](https://apidocs.plannrcrm.com/operation/operation-getapiv2bankaccounts.md)

- [Create a bank account](https://apidocs.plannrcrm.com/operation/operation-postapiv2bankaccounts.md)

- [Get a bank account](https://apidocs.plannrcrm.com/operation/operation-getapiv2bankaccountsuuid.md)

- [Update a bank account](https://apidocs.plannrcrm.com/operation/operation-putapiv2bankaccountsuuid.md)

- [Delete a bank account](https://apidocs.plannrcrm.com/operation/operation-deleteapiv2bankaccountsuuid.md)


### [Beneficiary](https://apidocs.plannrcrm.com/group/endpoint-beneficiary.md)

- [Get all beneficiaries of a plan](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidbeneficiary.md)

- [Create beneficiary for a plan](https://apidocs.plannrcrm.com/operation/operation-postapiv1plansplan_uuidbeneficiary.md)

- [Get a beneficiary of a plan](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidbeneficiaryuuid.md)

- [Update a beneficiary of a plan](https://apidocs.plannrcrm.com/operation/operation-putapiv1plansplan_uuidbeneficiaryuuid.md)

- [Delete beneficiary of a plan](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1plansplan_uuidbeneficiaryuuid.md)


### [Blueprint Steps](https://apidocs.plannrcrm.com/group/endpoint-blueprint-steps.md)

- [Get all Blueprint Steps on an automation blueprint](https://apidocs.plannrcrm.com/operation/operation-getapiv1automationblueprintsautomationblueprint_uuidblueprintsteps.md)

- [Create a Blueprint Step](https://apidocs.plannrcrm.com/operation/operation-postapiv1automationblueprintsautomationblueprint_uuidblueprintsteps.md)

- [Get a Blueprint Step](https://apidocs.plannrcrm.com/operation/operation-getapiv1automationblueprintsautomationblueprint_uuidblueprintstepsblueprintstep_uuid.md)

- [Update a Blueprint Step (this also moves the step if a new parent is specified)](https://apidocs.plannrcrm.com/operation/operation-putapiv1automationblueprintsautomationblueprint_uuidblueprintstepsblueprintstep_uuid.md)

- [Delete a Blueprint Step](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1automationblueprintsautomationblueprint_uuidblueprintstepsblueprintstep_uuid.md)


### [Bulk Actions](https://apidocs.plannrcrm.com/group/endpoint-bulk-actions.md)

- [Get all bulk actions on the firm](https://apidocs.plannrcrm.com/operation/operation-getapiv1bulkactions.md)

- [Show a bulk action.](https://apidocs.plannrcrm.com/operation/operation-getapiv1bulkactionsuuid.md)

- [Execute a bulk action](https://apidocs.plannrcrm.com/operation/operation-postapiv1bulkactionsexecute.md)


### [Business Metrics](https://apidocs.plannrcrm.com/group/endpoint-business-metrics.md)

- [Assets Under Management](https://apidocs.plannrcrm.com/operation/operation-getapiv1metricsaum.md)

- [Cases](https://apidocs.plannrcrm.com/operation/operation-getapiv1metricscases.md)

- [Cases Completed](https://apidocs.plannrcrm.com/operation/operation-getapiv1metricscasescompleted.md)

- [Clients](https://apidocs.plannrcrm.com/operation/operation-getapiv1metricsclients.md)

- [Conversations](https://apidocs.plannrcrm.com/operation/operation-getapiv1metricsconversations.md)

- [Documents Generated](https://apidocs.plannrcrm.com/operation/operation-getapiv1metricsdocumentsgenerated.md)

- [Fact Finds Sent](https://apidocs.plannrcrm.com/operation/operation-getapiv1metricsfactfindssent.md)

- [Files Uploaded](https://apidocs.plannrcrm.com/operation/operation-getapiv1metricsfilesuploaded.md)

- [Introducers](https://apidocs.plannrcrm.com/operation/operation-getapiv1metricsintroducers.md)

- [Messages Sent](https://apidocs.plannrcrm.com/operation/operation-getapiv1metricsmessagessent.md)

- [Plans](https://apidocs.plannrcrm.com/operation/operation-getapiv1metricsplans.md)

- [Signatures](https://apidocs.plannrcrm.com/operation/operation-getapiv1metricssignatures.md)

- [Tasks](https://apidocs.plannrcrm.com/operation/operation-getapiv1metricstasks.md)

- [Tasks Completed](https://apidocs.plannrcrm.com/operation/operation-getapiv1metricstaskscompleted.md)

- [Time Logged](https://apidocs.plannrcrm.com/operation/operation-getapiv1metricstimelogged.md)


### [Business Units](https://apidocs.plannrcrm.com/group/endpoint-business-units.md)

- [List business units](https://apidocs.plannrcrm.com/operation/operation-getapiv1businessunits.md)

- [Create a business unit](https://apidocs.plannrcrm.com/operation/operation-postapiv1businessunits.md)

- [Get a business unit](https://apidocs.plannrcrm.com/operation/operation-getapiv1businessunitsuuid.md)

- [Update a business unit](https://apidocs.plannrcrm.com/operation/operation-putapiv1businessunitsuuid.md)

- [Delete a business unit](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1businessunitsuuid.md)

- [Get business unit branding settings](https://apidocs.plannrcrm.com/operation/operation-getapiv1businessunitsbusiness_unit_uuidbranding.md)

- [Update business unit branding settings](https://apidocs.plannrcrm.com/operation/operation-putapiv1businessunitsbusiness_unit_uuidbranding.md)

- [Add or remove members from a business unit](https://apidocs.plannrcrm.com/operation/operation-postapiv1businessunitsbusiness_unit_uuidmembersaction.md)

- [List business unit members](https://apidocs.plannrcrm.com/operation/operation-getapiv1businessunitsbusiness_unit_uuidmembers.md)


### [Cases](https://apidocs.plannrcrm.com/group/endpoint-cases.md)

- [Get all client cases](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuidcases.md)

- [Get all cases](https://apidocs.plannrcrm.com/operation/operation-getapiv1cases.md)

- [Create a case](https://apidocs.plannrcrm.com/operation/operation-postapiv1cases.md)

- [Get a case](https://apidocs.plannrcrm.com/operation/operation-getapiv1casesuuid.md)

- [Update a case](https://apidocs.plannrcrm.com/operation/operation-putapiv1casesuuid.md)

- [Delete a case](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1casesuuid.md)

- [Add clients to a case](https://apidocs.plannrcrm.com/operation/operation-postapiv1casescase_uuidparticipants.md)

- [Remove clients from a case](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1casescase_uuidparticipants.md)

- [Get all case statuses](https://apidocs.plannrcrm.com/operation/operation-getapiv1casesstatus.md)

- [Create a case status](https://apidocs.plannrcrm.com/operation/operation-postapiv1casesstatus.md)

- [Update a case status](https://apidocs.plannrcrm.com/operation/operation-putapiv1casesstatusuuid.md)

- [Delete a case status](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1casesstatusuuid.md)

- [Get all case types](https://apidocs.plannrcrm.com/operation/operation-getapiv1casestype.md)

- [Create a case type](https://apidocs.plannrcrm.com/operation/operation-postapiv1casestype.md)

- [Get a case type](https://apidocs.plannrcrm.com/operation/operation-getapiv1casestypeuuid.md)

- [Update a case type](https://apidocs.plannrcrm.com/operation/operation-putapiv1casestypeuuid.md)

- [Delete a case type](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1casestypeuuid.md)


### [Checklists](https://apidocs.plannrcrm.com/group/endpoint-checklists.md)

- [List checklists for a task](https://apidocs.plannrcrm.com/operation/operation-getapiv1tasktask_uuidchecklists.md)

- [Create a checklist on a task](https://apidocs.plannrcrm.com/operation/operation-postapiv1tasktask_uuidchecklists.md)

- [Delete a checklist](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1checklistuuid.md)

- [Update a checklist](https://apidocs.plannrcrm.com/operation/operation-patchapiv1checklistuuid.md)

- [Add an item to a checklist](https://apidocs.plannrcrm.com/operation/operation-postapiv1checklistchecklist_uuiditems.md)

- [Delete a checklist item](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1checklistitemchecklistitem_uuid.md)

- [Update a checklist item](https://apidocs.plannrcrm.com/operation/operation-patchapiv1checklistitemchecklistitem_uuid.md)

- [List checklists for a workflow task](https://apidocs.plannrcrm.com/operation/operation-getapiv1workflowworkflow_uuidtaskworkflowtask_uuidchecklists.md)

- [Create a checklist on a workflow task](https://apidocs.plannrcrm.com/operation/operation-postapiv1workflowworkflow_uuidtaskworkflowtask_uuidchecklists.md)


### [Circle Expenditures](https://apidocs.plannrcrm.com/group/endpoint-circle-expenditures.md)

- [Get all expenditures for a circle](https://apidocs.plannrcrm.com/operation/operation-getapiv2circlescircle_uuidexpenditures.md)

- [Show an individual circle expenditure](https://apidocs.plannrcrm.com/operation/operation-getapiv2circlescircle_uuidexpendituresexpenditure_uuid.md)

- [Delete a circle expenditure](https://apidocs.plannrcrm.com/operation/operation-deleteapiv2circlescircle_uuidexpendituresexpenditure_uuid.md)

- [Create or update a circle expenditure linked to a life stage field](https://apidocs.plannrcrm.com/operation/operation-postapiv2circlescircle_uuidexpenditureslifestage_uuidlifestagefield_uuid.md)

- [Create a custom circle expenditure](https://apidocs.plannrcrm.com/operation/operation-postapiv2circlescircle_uuidexpenditureslifestage_uuidcustom.md)

- [Update a custom circle expenditure](https://apidocs.plannrcrm.com/operation/operation-postapiv2circlescircle_uuidexpenditureslifestage_uuidcustomexpenditure_uuid.md)

- [Delete a custom circle expenditure](https://apidocs.plannrcrm.com/operation/operation-deleteapiv2circlescircle_uuidexpenditureslifestage_uuidcustomexpenditure_uuid.md)


### [Circles](https://apidocs.plannrcrm.com/group/endpoint-circles.md)

- [Get all circles](https://apidocs.plannrcrm.com/operation/operation-getapiv1circles.md)

- [Create a circle](https://apidocs.plannrcrm.com/operation/operation-postapiv1circles.md)

- [Get a circle](https://apidocs.plannrcrm.com/operation/operation-getapiv1circlesuuid.md)

- [Update a circle](https://apidocs.plannrcrm.com/operation/operation-putapiv1circlesuuid.md)

- [Delete a circle](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1circlesuuid.md)

- [Get all emails for a circle](https://apidocs.plannrcrm.com/operation/operation-getapiv1circlescircle_uuidemails.md)

- [Get all notes for a circle](https://apidocs.plannrcrm.com/operation/operation-getapiv1circlescircle_uuidnotes.md)

- [Get circle charge splits](https://apidocs.plannrcrm.com/operation/operation-getapiv1circlescircle_uuidchargesplits.md)

- [Get all Accounts for the Circle](https://apidocs.plannrcrm.com/operation/operation-getapiv1circlescircle_uuidaccounts.md)

- [Get all form submissions for accounts in a circle](https://apidocs.plannrcrm.com/operation/operation-getapiv1circlescircle_uuidformsubmissions.md)

- [Get all linked clients for clients of a circle](https://apidocs.plannrcrm.com/operation/operation-getapiv1circlescircle_uuidlinkedclients.md)

- [Get Wealth summary of all accounts of a circle](https://apidocs.plannrcrm.com/operation/operation-getapiv1circlescircle_uuidwealth.md)

- [Get the fact-find access policies](https://apidocs.plannrcrm.com/operation/operation-getapiv1circlescircle_uuidfactfindaccess.md)

- [Update a fact-find policy](https://apidocs.plannrcrm.com/operation/operation-putapiv1circlescircle_uuidfactfindaccess.md)


### [Claim](https://apidocs.plannrcrm.com/group/endpoint-claim.md)

- [Get all claims of a plan](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidclaim.md)

- [Create claim for a plan](https://apidocs.plannrcrm.com/operation/operation-postapiv1plansplan_uuidclaim.md)

- [Get claim of a plan](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidclaimuuid.md)

- [Update claim of a plan](https://apidocs.plannrcrm.com/operation/operation-putapiv1plansplan_uuidclaimuuid.md)

- [Delete claim of a plan](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1plansplan_uuidclaimuuid.md)


### [Client Statuses](https://apidocs.plannrcrm.com/group/endpoint-client-statuses.md)

- [Get all client statuses](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientstatus.md)

- [Create a client status](https://apidocs.plannrcrm.com/operation/operation-postapiv1clientstatus.md)

- [Get a client status](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientstatusclientstatus_uuid.md)

- [Update a client status](https://apidocs.plannrcrm.com/operation/operation-putapiv1clientstatusclientstatus_uuid.md)

- [Delete a client status](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1clientstatusclientstatus_uuid.md)

- [Transfer clients from one status to another status](https://apidocs.plannrcrm.com/operation/operation-postapiv1clientstatusclientstatustransferclients.md)


### [Clients](https://apidocs.plannrcrm.com/group/endpoint-clients.md)

- [Get all clients [DEPRECATED: Use account route]](https://apidocs.plannrcrm.com/operation/operation-getapiv1client.md)

- [Create a client [DEPRECATED: Use create an account route]](https://apidocs.plannrcrm.com/operation/operation-postapiv1client.md)

- [Get a client [DEPRECATED: Use get an account route]](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientuuid.md)

- [Update a client [DEPRECATED: Use update an account route]](https://apidocs.plannrcrm.com/operation/operation-putapiv1clientuuid.md)

- [Delete a client [DEPRECATED: use delete an account route]](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1clientuuid.md)

- [Get all client plans](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuidplans.md)

- [Get all linked clients for a client](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuidlinkedclients.md)

- [Create a client link](https://apidocs.plannrcrm.com/operation/operation-postapiv1clientclient_uuidlinkedclients.md)

- [Update a client link](https://apidocs.plannrcrm.com/operation/operation-putapiv1clientclient_uuidlinkedclientsuuid.md)

- [Delete a client link](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1clientclient_uuidlinkedclientsuuid.md)

- [Retrieve the owners of the client with their personal details.](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuidowners.md)

- [Manage owners for the shared client.](https://apidocs.plannrcrm.com/operation/operation-postapiv1clientclient_uuidowners.md)

- [Update the personal details of one of the owners.](https://apidocs.plannrcrm.com/operation/operation-putapiv1clientclient_uuidownerspersonaldetailsowner_uuid.md)

- [Get all shared accounts the client belongs to.](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclientsharedaccounts.md)

- [Get all fact-find requests the client owns.](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_idfactfindrequests.md)

- [Create a wealth summary for the client.](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuidwealth.md)

- [Get all of a client's new business events](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuidnewbusinessevents.md)

- [Get all the emails the client is a participant of.](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuidemails.md)

- [Get all the illustrations for a client](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuidillustrations.md)


### [Cloning](https://apidocs.plannrcrm.com/group/endpoint-cloning.md)

- [Clone a model](https://apidocs.plannrcrm.com/operation/operation-postapiv1clonemodeltypemodeluuid.md)


### [Contact Details (v1)](https://apidocs.plannrcrm.com/group/endpoint-contact-details-v1.md)

- [Get all account contact details](https://apidocs.plannrcrm.com/operation/operation-getapiv1accountaccount_uuidcontactdetail.md)

- [Create a contact detail](https://apidocs.plannrcrm.com/operation/operation-postapiv1accountaccount_uuidcontactdetail.md)

- [Get a contact detail](https://apidocs.plannrcrm.com/operation/operation-getapiv1accountaccount_uuidcontactdetailuuid.md)

- [Update a contact detail](https://apidocs.plannrcrm.com/operation/operation-putapiv1accountaccount_uuidcontactdetailuuid.md)

- [Delete a contact detail](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1accountaccount_uuidcontactdetailuuid.md)


### [Contact Details (v2)](https://apidocs.plannrcrm.com/group/endpoint-contact-details-v2.md)

- [Get all contact details](https://apidocs.plannrcrm.com/operation/operation-getapiv2contactdetails.md)

- [Create a contact detail](https://apidocs.plannrcrm.com/operation/operation-postapiv2contactdetails.md)

- [Get a contact detail](https://apidocs.plannrcrm.com/operation/operation-getapiv2contactdetailsuuid.md)

- [Update a contact detail](https://apidocs.plannrcrm.com/operation/operation-putapiv2contactdetailsuuid.md)

- [Delete a contact detail](https://apidocs.plannrcrm.com/operation/operation-deleteapiv2contactdetailsuuid.md)


### [Contributions](https://apidocs.plannrcrm.com/group/endpoint-contributions.md)

- [Create a contribution [DEPRECATED: Use transaction routes]](https://apidocs.plannrcrm.com/operation/operation-postapiv1plansplan_uuidsubaccountssubaccount_uuidcontributions.md)

- [Get a contribution [DEPRECATED: Use transaction routes]](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidsubaccountssubaccount_uuidcontributionsuuid.md)

- [Update a contribution [DEPRECATED: Use transaction routes]](https://apidocs.plannrcrm.com/operation/operation-putapiv1plansplan_uuidsubaccountssubaccount_uuidcontributionsuuid.md)

- [Delete a contribution [DEPRECATED: Use transaction routes]](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1plansplan_uuidsubaccountssubaccount_uuidcontributionsuuid.md)

- [Get all contributions [DEPRECATED: Use transaction routes]](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidcontributionssubaccount.md)


### [Conversations](https://apidocs.plannrcrm.com/group/endpoint-conversations.md)

- [Get all account conversations](https://apidocs.plannrcrm.com/operation/operation-getapiv1accountaccount_uuidconversations.md)

- [Get all circle conversations](https://apidocs.plannrcrm.com/operation/operation-getapiv1circlescircle_uuidconversations.md)

- [Get all conversations of a case](https://apidocs.plannrcrm.com/operation/operation-getapiv1casescase_uuidconversations.md)

- [Create a conversation with inline files](https://apidocs.plannrcrm.com/operation/operation-postapiv1conversationinline.md)

- [Get all conversations.](https://apidocs.plannrcrm.com/operation/operation-getapiv1conversation.md)

- [Create a conversation.](https://apidocs.plannrcrm.com/operation/operation-postapiv1conversation.md)

- [Get a conversation.](https://apidocs.plannrcrm.com/operation/operation-getapiv1conversationuuid.md)

- [Update a conversation.](https://apidocs.plannrcrm.com/operation/operation-putapiv1conversationuuid.md)

- [Delete a conversation](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1conversationuuid.md)

- [Update notification settings for a conversation](https://apidocs.plannrcrm.com/operation/operation-postapiv1conversationconversation_uuidnotifications.md)

- [Leave a conversation](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1conversationconversation_uuidleave.md)

- [Archive the conversation](https://apidocs.plannrcrm.com/operation/operation-postapiv1conversationconversation_uuidarchive.md)

- [Unarchive the conversation](https://apidocs.plannrcrm.com/operation/operation-postapiv1conversationconversation_uuidunarchive.md)

- [Pin the conversation](https://apidocs.plannrcrm.com/operation/operation-postapiv1conversationconversation_uuidpin.md)

- [Add participants to conversation](https://apidocs.plannrcrm.com/operation/operation-postapiv1conversationconversation_uuidparticipants.md)

- [Remove participants from a conversation](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1conversationconversation_uuidparticipants.md)

- [Promote participants to conversation admins](https://apidocs.plannrcrm.com/operation/operation-postapiv1conversationconversation_uuidadmin.md)

- [Revoke admin privileges from conversation participants](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1conversationconversation_uuidadmin.md)

- [Create a message with inline files](https://apidocs.plannrcrm.com/operation/operation-postapiv1conversationconversation_uuidmessagesinline.md)

- [Get all messages](https://apidocs.plannrcrm.com/operation/operation-getapiv1conversationconversation_uuidmessages.md)

- [Create a message](https://apidocs.plannrcrm.com/operation/operation-postapiv1conversationconversation_uuidmessages.md)

- [Get a message](https://apidocs.plannrcrm.com/operation/operation-getapiv1conversationconversation_uuidmessagesuuid.md)

- [Update a message](https://apidocs.plannrcrm.com/operation/operation-putapiv1conversationconversation_uuidmessagesuuid.md)

- [Delete a message](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1conversationconversation_uuidmessagesuuid.md)

- [Get a messages edit history](https://apidocs.plannrcrm.com/operation/operation-getapiv1conversationconversation_uuidmessagemessage_uuidedits.md)


### [Cover](https://apidocs.plannrcrm.com/group/endpoint-cover.md)

- [Get all covers of a plan](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidcover.md)

- [Create cover for a plan](https://apidocs.plannrcrm.com/operation/operation-postapiv1plansplan_uuidcover.md)

- [Get cover of a plan](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidcoveruuid.md)

- [Update cover of a plan](https://apidocs.plannrcrm.com/operation/operation-putapiv1plansplan_uuidcoveruuid.md)

- [Delete cover of a plan](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1plansplan_uuidcoveruuid.md)


### [Custom Default Folders](https://apidocs.plannrcrm.com/group/endpoint-custom-default-folders.md)

- [Get all custom default folders](https://apidocs.plannrcrm.com/operation/operation-getapiv1customdefaultfolder.md)

- [Create a custom default folder](https://apidocs.plannrcrm.com/operation/operation-postapiv1customdefaultfolder.md)

- [Get a custom default folder](https://apidocs.plannrcrm.com/operation/operation-getapiv1customdefaultfoldercustomdefaultfolder_uuid.md)

- [Update a custom default folder](https://apidocs.plannrcrm.com/operation/operation-putapiv1customdefaultfoldercustomdefaultfolder_uuid.md)

- [Delete a custom default folder](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1customdefaultfoldercustomdefaultfolder_uuid.md)


### [Custom Fields](https://apidocs.plannrcrm.com/group/endpoint-custom-fields.md)

- [Get all custom fields](https://apidocs.plannrcrm.com/operation/operation-getapiv1customfield.md)

- [Create a custom field](https://apidocs.plannrcrm.com/operation/operation-postapiv1customfield.md)

- [Get a custom field](https://apidocs.plannrcrm.com/operation/operation-getapiv1customfieldcustomfield_uuid.md)

- [Update a custom field](https://apidocs.plannrcrm.com/operation/operation-putapiv1customfieldcustomfield_uuid.md)

- [Delete a custom field](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1customfieldcustomfield_uuid.md)


### [Dependants (v1)](https://apidocs.plannrcrm.com/group/endpoint-dependants-v1.md)

- [Get all dependants](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuiddependant.md)

- [Create a dependant](https://apidocs.plannrcrm.com/operation/operation-postapiv1clientclient_uuiddependant.md)

- [Get a dependant](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuiddependantuuid.md)

- [Update a dependant](https://apidocs.plannrcrm.com/operation/operation-putapiv1clientclient_uuiddependantuuid.md)

- [Delete a dependant](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1clientclient_uuiddependantuuid.md)


### [Dependants (v2)](https://apidocs.plannrcrm.com/group/endpoint-dependants-v2.md)

- [Get all dependants](https://apidocs.plannrcrm.com/operation/operation-getapiv2dependants.md)

- [Create a dependant](https://apidocs.plannrcrm.com/operation/operation-postapiv2dependants.md)

- [Get a dependant](https://apidocs.plannrcrm.com/operation/operation-getapiv2dependantsuuid.md)

- [Update a dependant](https://apidocs.plannrcrm.com/operation/operation-putapiv2dependantsuuid.md)

- [Delete a dependant](https://apidocs.plannrcrm.com/operation/operation-deleteapiv2dependantsuuid.md)


### [Document Builder](https://apidocs.plannrcrm.com/group/endpoint-document-builder.md)

- [Get available variables](https://apidocs.plannrcrm.com/operation/operation-getapiv1documentvariables.md)

- [Get document templates](https://apidocs.plannrcrm.com/operation/operation-getapiv1documenttemplate.md)

- [Create a document template](https://apidocs.plannrcrm.com/operation/operation-postapiv1documenttemplate.md)

- [Get a document template](https://apidocs.plannrcrm.com/operation/operation-getapiv1documenttemplatedocumenttemplate_uuid.md)

- [Update a document template](https://apidocs.plannrcrm.com/operation/operation-putapiv1documenttemplatedocumenttemplate_uuid.md)

- [Delete a template](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1documenttemplatedocumenttemplate_uuid.md)

- [Download Template as DOCX](https://apidocs.plannrcrm.com/operation/operation-getapiv1documenttemplatedocumenttemplate_uuidcontentdocx.md)

- [Update the DOCX content of a template](https://apidocs.plannrcrm.com/operation/operation-postapiv1documenttemplatedocumenttemplate_uuidcontentdocx.md)

- [Download Template as SFDT](https://apidocs.plannrcrm.com/operation/operation-getapiv1documenttemplatedocumenttemplate_uuidcontentsfdt.md)

- [Download Template as PDF](https://apidocs.plannrcrm.com/operation/operation-getapiv1documenttemplatedocumenttemplate_uuidcontentpdf.md)

- [Generate Document Preview](https://apidocs.plannrcrm.com/operation/operation-getapiv1documenttemplatedocumenttemplate_uuidcontentpreview.md)

- [Get all documents](https://apidocs.plannrcrm.com/operation/operation-getapiv1document.md)

- [Create a document](https://apidocs.plannrcrm.com/operation/operation-postapiv1document.md)

- [Get a document](https://apidocs.plannrcrm.com/operation/operation-getapiv1documentuuid.md)

- [Update a document](https://apidocs.plannrcrm.com/operation/operation-putapiv1documentuuid.md)

- [Delete a document](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1documentuuid.md)

- [Download Document as DOCX](https://apidocs.plannrcrm.com/operation/operation-getapiv1documentdocument_uuidcontentdocx.md)

- [Update the DOCX content of a document](https://apidocs.plannrcrm.com/operation/operation-postapiv1documentdocument_uuidcontentdocx.md)

- [Download Document as SFDT](https://apidocs.plannrcrm.com/operation/operation-getapiv1documentdocument_uuidcontentsfdt.md)

- [Download Document as PDF](https://apidocs.plannrcrm.com/operation/operation-getapiv1documentdocument_uuidcontentpdf.md)

- [Generate Document Preview](https://apidocs.plannrcrm.com/operation/operation-getapiv1documentdocument_uuidcontentpreview.md)

- [Publish a document](https://apidocs.plannrcrm.com/operation/operation-postapiv1documentdocument_uuidpublish.md)


### [Document Packs](https://apidocs.plannrcrm.com/group/endpoint-document-packs.md)

- [Get all document packs](https://apidocs.plannrcrm.com/operation/operation-getapiv1documentpackdocumentpack.md)

- [Create a document pack](https://apidocs.plannrcrm.com/operation/operation-postapiv1documentpackdocumentpack.md)

- [Get a document pack](https://apidocs.plannrcrm.com/operation/operation-getapiv1documentpackdocumentpackuuid.md)

- [Update a document pack](https://apidocs.plannrcrm.com/operation/operation-putapiv1documentpackdocumentpackuuid.md)

- [Delete a document pack](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1documentpackdocumentpackuuid.md)


### [Document Signing](https://apidocs.plannrcrm.com/group/endpoint-document-signing.md)

- [Get all client signature transactions](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuidsignatures.md)

- [Get all signature transactions](https://apidocs.plannrcrm.com/operation/operation-getapiv1documentsigning.md)

- [Launch document signing](https://apidocs.plannrcrm.com/operation/operation-postapiv1documentsigning.md)

- [Get a signature transaction](https://apidocs.plannrcrm.com/operation/operation-getapiv1documentsigningsignaturetransaction_uuid.md)


### [Employee](https://apidocs.plannrcrm.com/group/endpoint-employee.md)

- [Get all employees](https://apidocs.plannrcrm.com/operation/operation-getapiv1employee.md)

- [Create an employee [DEPRECATED: Use create an account route]](https://apidocs.plannrcrm.com/operation/operation-postapiv1employee.md)

- [Get an employee [DEPRECATED: Use get an account route]](https://apidocs.plannrcrm.com/operation/operation-getapiv1employeeuuid.md)

- [Update an employee [DEPRECATED: Use update an account route]](https://apidocs.plannrcrm.com/operation/operation-putapiv1employeeuuid.md)

- [Delete an employee [DEPRECATED: use delete an account route]](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1employeeuuid.md)


### [Employment (V2)](https://apidocs.plannrcrm.com/group/endpoint-employment-v2.md)

- [List Employments](https://apidocs.plannrcrm.com/operation/operation-getapiv2employments.md)

- [Create an Employment](https://apidocs.plannrcrm.com/operation/operation-postapiv2employments.md)

- [Get an employment](https://apidocs.plannrcrm.com/operation/operation-getapiv2employmentsuuid.md)

- [Update an Employment](https://apidocs.plannrcrm.com/operation/operation-putapiv2employmentsuuid.md)

- [Delete an employment](https://apidocs.plannrcrm.com/operation/operation-deleteapiv2employmentsuuid.md)


### [Employments](https://apidocs.plannrcrm.com/group/endpoint-employments.md)

- [Get all employments](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuidemployment.md)

- [Create an employment](https://apidocs.plannrcrm.com/operation/operation-postapiv1clientclient_uuidemployment.md)

- [Get an employment](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuidemploymentuuid.md)

- [Update an employment](https://apidocs.plannrcrm.com/operation/operation-putapiv1clientclient_uuidemploymentuuid.md)

- [Delete an employment](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1clientclient_uuidemploymentuuid.md)


### [Endpoints](https://apidocs.plannrcrm.com/group/endpoint-endpoints.md)

- [Post api v1 migrate joint documents to circle](https://apidocs.plannrcrm.com/operation/operation-postapiv1migratejointdocumentstocircle.md)

- [Returns referral connections for the current firm with direction indicated.](https://apidocs.plannrcrm.com/operation/operation-getapiv1referralconnections.md)

- [Creates a new referral connection request to another adviser using their referral code.](https://apidocs.plannrcrm.com/operation/operation-postapiv1referralconnections.md)

- [Get api v1 referral connections referral connection uuid](https://apidocs.plannrcrm.com/operation/operation-getapiv1referralconnectionsreferralconnection_uuid.md)

- [Deletes a pending referral connection. Only the sender can delete a connection request.](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1referralconnectionsreferralconnection_uuid.md)

- [Returns referrals for the current firm with direction indicated.](https://apidocs.plannrcrm.com/operation/operation-getapiv1referrals.md)

- [Creates a new referral to share client data with a connected firm.](https://apidocs.plannrcrm.com/operation/operation-postapiv1referrals.md)

- [Get api v1 referrals uuid](https://apidocs.plannrcrm.com/operation/operation-getapiv1referralsuuid.md)

- [Deletes a pending referral. Only the sender can delete a referral.](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1referralsuuid.md)

- [Accepts a pending referral. Only the recipient firm can accept.](https://apidocs.plannrcrm.com/operation/operation-postapiv1referralsreferral_uuidaccept.md)

- [Rejects a pending referral. Only the recipient firm can reject.](https://apidocs.plannrcrm.com/operation/operation-postapiv1referralsreferral_uuidreject.md)

- [Update Client in Conquest and redirect to Conquest
to view client](https://apidocs.plannrcrm.com/operation/operation-putapiv1addonsconquestclientclient.md)

- [Create Plan in Conquest and return URL to view Conquest Client.](https://apidocs.plannrcrm.com/operation/operation-postapiv1addonsconquestclientclient.md)

- [Create Be-IQ Risk Profile Invitation](https://apidocs.plannrcrm.com/operation/operation-postapiv1addonsbeiqprofilerinvite.md)

- [Show the Be-IQ client](https://apidocs.plannrcrm.com/operation/operation-getapiv1addonsbeiqclientclient_uuid.md)

- [Get api v2 flux](https://apidocs.plannrcrm.com/operation/operation-getapiv2flux.md)


### [Expenditures](https://apidocs.plannrcrm.com/group/endpoint-expenditures.md)

- [Get all Life Stages for a Firm](https://apidocs.plannrcrm.com/operation/operation-getapiv1lifestage.md)

- [Create a Life Stage for a Firm](https://apidocs.plannrcrm.com/operation/operation-postapiv1lifestage.md)

- [Retrieve a Life Stage for a Firm](https://apidocs.plannrcrm.com/operation/operation-getapiv1lifestagelifestage_uuid.md)

- [Update a Life Stage for a Firm](https://apidocs.plannrcrm.com/operation/operation-putapiv1lifestagelifestage_uuid.md)

- [Delete a Life Stages for a firm](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1lifestagelifestage_uuid.md)

- [Reorder Life Stages for a firm](https://apidocs.plannrcrm.com/operation/operation-postapiv1lifestagereorder.md)

- [Get Sections for Life Stages for a Firm](https://apidocs.plannrcrm.com/operation/operation-getapiv1expenditurestructuresection.md)

- [Create a Section for a Life Stage for a Firm](https://apidocs.plannrcrm.com/operation/operation-postapiv1expenditurestructuresection.md)

- [Get a Section for a Life Stage for a Firm](https://apidocs.plannrcrm.com/operation/operation-getapiv1expenditurestructuresectionlifestagesection_uuid.md)

- [Update a Section for a Life Stage for a Firm](https://apidocs.plannrcrm.com/operation/operation-putapiv1expenditurestructuresectionlifestagesection_uuid.md)

- [Delete a Section for a Life Stage for a Firm](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1expenditurestructuresectionlifestagesection_uuid.md)

- [Reorder Life Stage Sections for a firm](https://apidocs.plannrcrm.com/operation/operation-postapiv1expenditurestructuresectionreorder.md)

- [Update the custom expenditures setting across all uuids](https://apidocs.plannrcrm.com/operation/operation-postapiv1expenditurestructuresectionsetcustomexpenditure.md)

- [Get all the Fields for a Life Stage Section for a Firm](https://apidocs.plannrcrm.com/operation/operation-getapiv1expenditurestructurefield.md)

- [Create a Field for a Life Stage Section for a Firm](https://apidocs.plannrcrm.com/operation/operation-postapiv1expenditurestructurefield.md)

- [Get a Field for a Life Stage Section for a Firm](https://apidocs.plannrcrm.com/operation/operation-getapiv1expenditurestructurefieldlifestagefield_uuid.md)

- [Update a Field for a Life Stage Section for a Firm](https://apidocs.plannrcrm.com/operation/operation-putapiv1expenditurestructurefieldlifestagefield_uuid.md)

- [Delete a Field for a Life Stage Section for a Firm](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1expenditurestructurefieldlifestagefield_uuid.md)

- [Reorder Life Stage Section Fields for a firm](https://apidocs.plannrcrm.com/operation/operation-postapiv1expenditurestructurefieldreorder.md)

- [Get all expenditures including totals for a client](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuidexpenditure.md)

- [Show an individual Expenditure](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuidexpenditureid.md)

- [Delete an Expenditure](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1clientclient_uuidexpenditureuuid.md)

- [Sync joint expenditure to a circle](https://apidocs.plannrcrm.com/operation/operation-postapiv1clientclient_uuidexpendituresynctocircle.md)

- [Create or Update an Expenditure](https://apidocs.plannrcrm.com/operation/operation-postapiv1clientclient_uuidexpenditurelifestage_uuidlifestagefield_uuid.md)

- [Create an Expenditure](https://apidocs.plannrcrm.com/operation/operation-postapiv1clientclient_uuidexpenditurelifestage_uuidcustom.md)

- [Update an Expenditure](https://apidocs.plannrcrm.com/operation/operation-postapiv1clientclient_uuidexpenditurelifestage_uuidcustomexpenditure_uuid.md)

- [Delete api v1 client client uuid expenditure life stage uuid custom expenditure uuid](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1clientclient_uuidexpenditurelifestage_uuidcustomexpenditure_uuid.md)


### [FCA Numbers](https://apidocs.plannrcrm.com/group/endpoint-fca-numbers.md)

- [Get all FCA Numbers for a Firm](https://apidocs.plannrcrm.com/operation/operation-getapiv1firmfirmfca.md)

- [Create an FCA Number for a Firm](https://apidocs.plannrcrm.com/operation/operation-postapiv1firmfirmfca.md)

- [Delete an unverified FCA Number for a Firm](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1firmfirm_uuidfcauuid.md)


### [Fact-Find Blocks](https://apidocs.plannrcrm.com/group/endpoint-fact-find-blocks.md)

- [Reorder Fact Find Blocks](https://apidocs.plannrcrm.com/operation/operation-postapiv2factfindblocksreorder.md)

- [List all default fact-find blocks](https://apidocs.plannrcrm.com/operation/operation-getapiv2factfindblocksdefault.md)

- [Get all fact-find blocks for a section](https://apidocs.plannrcrm.com/operation/operation-getapiv2factfindtemplatesfactfindtemplate_uuidsectionsfactfindsection_uuidblocks.md)

- [Create a fact-find block](https://apidocs.plannrcrm.com/operation/operation-postapiv2factfindtemplatesfactfindtemplate_uuidsectionsfactfindsection_uuidblocks.md)

- [Get a fact-find block](https://apidocs.plannrcrm.com/operation/operation-getapiv2factfindblocksfactfindblock_uuid.md)

- [Update a fact-find block](https://apidocs.plannrcrm.com/operation/operation-putapiv2factfindblocksfactfindblock_uuid.md)

- [Delete a fact-find block](https://apidocs.plannrcrm.com/operation/operation-deleteapiv2factfindblocksfactfindblock_uuid.md)


### [Fact-Find Question Conditions](https://apidocs.plannrcrm.com/group/endpoint-fact-find-question-conditions.md)

- [Create a fact-find question condition](https://apidocs.plannrcrm.com/operation/operation-postapiv2factfindfactfindquestionsfact_find_question_uuidfactfindquestioncondition.md)

- [Update a fact-find question condition](https://apidocs.plannrcrm.com/operation/operation-putapiv2factfindfactfindquestionconditionuuid.md)

- [Delete a fact-find question condition](https://apidocs.plannrcrm.com/operation/operation-deleteapiv2factfindfactfindquestionconditionuuid.md)


### [Fact-Find Questions](https://apidocs.plannrcrm.com/group/endpoint-fact-find-questions.md)

- [Create a fact-find question that is linked to a custom field](https://apidocs.plannrcrm.com/operation/operation-postapiv2factfindquestionscustomfield.md)

- [Reorder Fact Find Questions](https://apidocs.plannrcrm.com/operation/operation-postapiv2factfindquestionsreorder.md)

- [Update a fact-find question](https://apidocs.plannrcrm.com/operation/operation-putapiv2factfindquestionsfactfindquestion_uuid.md)

- [Delete a fact-find question](https://apidocs.plannrcrm.com/operation/operation-deleteapiv2factfindquestionsfactfindquestion_uuid.md)


### [Fact-Find Sections](https://apidocs.plannrcrm.com/group/endpoint-fact-find-sections.md)

- [Get all fact-find sections for a template](https://apidocs.plannrcrm.com/operation/operation-getapiv2factfindtemplatesfactfindtemplate_uuidsections.md)

- [Create a fact-find section](https://apidocs.plannrcrm.com/operation/operation-postapiv2factfindtemplatesfactfindtemplate_uuidsections.md)

- [Get a fact-find section](https://apidocs.plannrcrm.com/operation/operation-getapiv2factfindsectionsfactfindsection_uuid.md)

- [Update a fact-find section](https://apidocs.plannrcrm.com/operation/operation-putapiv2factfindsectionsfactfindsection_uuid.md)

- [Delete a fact-find section](https://apidocs.plannrcrm.com/operation/operation-deleteapiv2factfindsectionsfactfindsection_uuid.md)

- [Reorder Fact Find Sections](https://apidocs.plannrcrm.com/operation/operation-postapiv2factfindsectionsreorder.md)


### [Fact-Find Sessions](https://apidocs.plannrcrm.com/group/endpoint-fact-find-sessions.md)

- [Get all fact-find sessions for the user.](https://apidocs.plannrcrm.com/operation/operation-getapiv2factfindsession.md)

- [Create a fact-find session](https://apidocs.plannrcrm.com/operation/operation-postapiv2factfindsession.md)

- [Get a fact-find session](https://apidocs.plannrcrm.com/operation/operation-getapiv2factfindsessionfactfindsession_uuid.md)

- [Delete a fact-find session](https://apidocs.plannrcrm.com/operation/operation-deleteapiv2factfindsessionfactfindsession_uuid.md)

- [Launch a fact-find session as the client.](https://apidocs.plannrcrm.com/operation/operation-getapiv2factfindsessionfactfindsession_uuidlaunch.md)


### [Fact-Find Template Question](https://apidocs.plannrcrm.com/group/endpoint-fact-find-template-question.md)

- [Get all fact-find template questions by template](https://apidocs.plannrcrm.com/operation/operation-getapiv2factfindtemplatesfactfindtemplate_uuidquestions.md)

- [Get all fact-find template questions by template and question](https://apidocs.plannrcrm.com/operation/operation-getapiv2factfindtemplatesfactfindtemplate_uuidquestionsfactfindquestion_uuid.md)


### [Fact-Find Templates](https://apidocs.plannrcrm.com/group/endpoint-fact-find-templates.md)

- [Get all fact-find templates](https://apidocs.plannrcrm.com/operation/operation-getapiv2factfindtemplates.md)

- [Create a fact-find template](https://apidocs.plannrcrm.com/operation/operation-postapiv2factfindtemplates.md)

- [Get a fact-find template](https://apidocs.plannrcrm.com/operation/operation-getapiv2factfindtemplatesfactfindtemplate_uuid.md)

- [Update a fact-find template](https://apidocs.plannrcrm.com/operation/operation-putapiv2factfindtemplatesfactfindtemplate_uuid.md)

- [Delete a fact-find template](https://apidocs.plannrcrm.com/operation/operation-deleteapiv2factfindtemplatesfactfindtemplate_uuid.md)

- [Clone a fact-find template](https://apidocs.plannrcrm.com/operation/operation-postapiv2factfindtemplatesfactfindtemplate_uuidclone.md)

- [Generate a fact-find snapshot PDF](https://apidocs.plannrcrm.com/operation/operation-postapiv2factfindtemplatesfactfindtemplate_uuidgeneratepdf.md)

- [Print a blank copy of a fact-find template](https://apidocs.plannrcrm.com/operation/operation-getapiv2factfindtemplatesfactfindtemplate_uuidprintblank.md)

- [List the clients blocking edits to this template.](https://apidocs.plannrcrm.com/operation/operation-getapiv2factfindtemplatesfactfindtemplate_uuidactivesessions.md)

- [List automations using fact find template.](https://apidocs.plannrcrm.com/operation/operation-getapiv2factfindtemplatesfactfindtemplate_uuidautomations.md)

- [Publish a fact-find template.](https://apidocs.plannrcrm.com/operation/operation-postapiv2factfindtemplatesfactfindtemplate_uuidpublish.md)

- [Unpublish a fact-find template — retires it from the picker so no new
sessions can be created against it. Existing sessions are unaffected.](https://apidocs.plannrcrm.com/operation/operation-postapiv2factfindtemplatesfactfindtemplate_uuidunpublish.md)

- [Archive a fact-find template.](https://apidocs.plannrcrm.com/operation/operation-postapiv2factfindtemplatesfactfindtemplate_uuidarchive.md)


### [Fact-Finds](https://apidocs.plannrcrm.com/group/endpoint-fact-finds.md)

- [Get all fact find requests for accounts in a circle [DEPRECATED: Use the v2 fact-find session routes]](https://apidocs.plannrcrm.com/operation/operation-getapiv1circlescircle_uuidfactfindrequests.md)

- [Get all fact-find schemas [DEPRECATED: Use the v2 fact-find template routes]](https://apidocs.plannrcrm.com/operation/operation-getapiv1factfindschema.md)

- [Create a fact-find schema [DEPRECATED: Use the v2 fact-find template routes]](https://apidocs.plannrcrm.com/operation/operation-postapiv1factfindschema.md)

- [Get a fact-find schema [DEPRECATED: Use the v2 fact-find template routes]](https://apidocs.plannrcrm.com/operation/operation-getapiv1factfindschemafactfindschema_uuid.md)

- [Update a fact-find schema [DEPRECATED: Use the v2 fact-find template routes]](https://apidocs.plannrcrm.com/operation/operation-putapiv1factfindschemafactfindschema_uuid.md)

- [Delete a fact-find schema [DEPRECATED: Use the v2 fact-find template routes]](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1factfindschemafactfindschema_uuid.md)

- [Archive a fact-find schema [DEPRECATED: Use the v2 fact-find template routes]](https://apidocs.plannrcrm.com/operation/operation-postapiv1factfindschemafactfindschema_uuidarchive.md)

- [Unarchive a fact-find schema [DEPRECATED: Use the v2 fact-find template routes]](https://apidocs.plannrcrm.com/operation/operation-postapiv1factfindschemafactfindschema_uuidunarchive.md)

- [Get all sections for a fact-find schema [DEPRECATED: Use the v2 fact-find section routes]](https://apidocs.plannrcrm.com/operation/operation-getapiv1factfindschemafactfindschema_uuidsection.md)

- [Create a schema section [DEPRECATED: Use the v2 fact-find section routes]](https://apidocs.plannrcrm.com/operation/operation-postapiv1factfindschemafactfindschema_uuidsection.md)

- [Get a section for a schema [DEPRECATED: Use the v2 fact-find section routes]](https://apidocs.plannrcrm.com/operation/operation-getapiv1factfindschemafactfindschema_uuidsectionfactfindschemasection_uuid.md)

- [Update a schema section [DEPRECATED: Use the v2 fact-find section routes]](https://apidocs.plannrcrm.com/operation/operation-putapiv1factfindschemafactfindschema_uuidsectionfactfindschemasection_uuid.md)

- [Delete a schema section [DEPRECATED: Use the v2 fact-find section routes]](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1factfindschemafactfindschema_uuidsectionfactfindschemasection_uuid.md)

- [Generate the PDF for a fact-find schema and save it to the client's documents. [DEPRECATED: Use the v2 fact-find template routes]](https://apidocs.plannrcrm.com/operation/operation-postapiv1factfindschemafactfindschema_uuidgeneratepdf.md)

- [Retrieve all the sections for the request [DEPRECATED: Use the v2 fact-find session routes]](https://apidocs.plannrcrm.com/operation/operation-getapiv1factfindrequestfactfindrequest_uuidsection.md)

- [Update a given section progress [DEPRECATED: Use the v2 fact-find session routes]](https://apidocs.plannrcrm.com/operation/operation-postapiv1factfindrequestfactfindrequest_uuidsectionfactfindschemasection_uuidprogress.md)

- [Get all fact-find requests for the user. [DEPRECATED: Use the v2 fact-find session routes]](https://apidocs.plannrcrm.com/operation/operation-getapiv1factfindrequest.md)

- [Create a fact-find request [DEPRECATED: Use the v2 fact-find session routes]](https://apidocs.plannrcrm.com/operation/operation-postapiv1factfindrequest.md)

- [Get a fact-find request [DEPRECATED: Use the v2 fact-find session routes]](https://apidocs.plannrcrm.com/operation/operation-getapiv1factfindrequestfactfindrequest_uuid.md)

- [Delete a fact-find request [DEPRECATED: Use the v2 fact-find session routes]](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1factfindrequestfactfindrequest_uuid.md)

- [Complete a fact-find request for a given fact-find pass [DEPRECATED: Use the v2 fact-find session routes]](https://apidocs.plannrcrm.com/operation/operation-postapiv1factfindrequestfactfindrequest_uuidcomplete.md)

- [Finish the fact-find request [DEPRECATED: Use the v2 fact-find session routes]](https://apidocs.plannrcrm.com/operation/operation-postapiv1factfindrequestfactfindrequest_uuidfinish.md)

- [Create an additional account on a client's fact-find [DEPRECATED: Use the v2 fact-find session routes]](https://apidocs.plannrcrm.com/operation/operation-postapiv1factfindrequestfactfindrequest_uuidcreateaccount.md)


### [Features](https://apidocs.plannrcrm.com/group/endpoint-features.md)

- [Get all feature flags](https://apidocs.plannrcrm.com/operation/operation-getapifeatures.md)

- [Get a feature flag](https://apidocs.plannrcrm.com/operation/operation-getapifeaturesuuid.md)


### [File Uploading](https://apidocs.plannrcrm.com/group/endpoint-file-uploading.md)

- [Directly upload a file.](https://apidocs.plannrcrm.com/operation/operation-postapiv1filedirectupload.md)

- [Create a file record for a given Folder](https://apidocs.plannrcrm.com/operation/operation-postapiv1filecreatefilerecord.md)


### [Filesystem](https://apidocs.plannrcrm.com/group/endpoint-filesystem.md)

- [Get root folder for a firm](https://apidocs.plannrcrm.com/operation/operation-getapiv1firmfirm_uuiddocuments.md)

- [Get root folder for a client](https://apidocs.plannrcrm.com/operation/operation-getapiv1accountaccount_uuiddocuments.md)

- [Get root folder for a circle](https://apidocs.plannrcrm.com/operation/operation-getapiv1circlescircle_uuiddocuments.md)

- [Get root folder for an illustration](https://apidocs.plannrcrm.com/operation/operation-getapiv1illustrationillustration_uuiddocuments.md)

- [Get root folder for a case](https://apidocs.plannrcrm.com/operation/operation-getapiv1casescase_uuiddocuments.md)

- [Get conversation files](https://apidocs.plannrcrm.com/operation/operation-getapiv1conversationconversation_uuiddocuments.md)

- [Create a folder](https://apidocs.plannrcrm.com/operation/operation-postapiv1folder.md)

- [Get a folder](https://apidocs.plannrcrm.com/operation/operation-getapiv1folderuuid.md)

- [Update and/or move folders](https://apidocs.plannrcrm.com/operation/operation-putapiv1folderuuid.md)

- [Delete a folder](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1folderuuid.md)

- [Get all files in a folder](https://apidocs.plannrcrm.com/operation/operation-getapiv1folderfolder_uuidfiles.md)

- [Update folder permissions](https://apidocs.plannrcrm.com/operation/operation-postapiv1folderfolder_uuidpermissions.md)

- [Get a folder structure](https://apidocs.plannrcrm.com/operation/operation-getapiv1folderfolder_uuidtree.md)

- [View deleted files](https://apidocs.plannrcrm.com/operation/operation-getapiv1filebin.md)

- [Assign file](https://apidocs.plannrcrm.com/operation/operation-postapiv1file.md)

- [Get a file](https://apidocs.plannrcrm.com/operation/operation-getapiv1fileuuid.md)

- [Update and/or move a file](https://apidocs.plannrcrm.com/operation/operation-putapiv1fileuuid.md)

- [Delete a file](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1fileuuid.md)

- [Get all files on a documentable model](https://apidocs.plannrcrm.com/operation/operation-getapiv1filesmodelmodeluuid.md)

- [Restore a file](https://apidocs.plannrcrm.com/operation/operation-putapiv1filefilerestore.md)

- [Copy a file](https://apidocs.plannrcrm.com/operation/operation-putapiv1filefile_uuidcopy.md)

- [Download a file.](https://apidocs.plannrcrm.com/operation/operation-getapiv1filefile_uuiddownload.md)

- [Download a file via a temporary URL](https://apidocs.plannrcrm.com/operation/operation-getapiv1filefile_uuiddownloadtemporaryurl.md)

- [Force delete a file](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1filefileforcedelete.md)

- [Get root folder for a plan](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuiddocuments.md)


### [Firm](https://apidocs.plannrcrm.com/group/endpoint-firm.md)

- [Get the firm's default conversation cover](https://apidocs.plannrcrm.com/operation/operation-getapiv1firmfirm_uuidconversationcover.md)

- [Set the firm's default conversation cover](https://apidocs.plannrcrm.com/operation/operation-putapiv1firmfirm_uuidconversationcover.md)


### [Firm Network Settings](https://apidocs.plannrcrm.com/group/endpoint-firm-network-settings.md)

- [Get the firm's network settings](https://apidocs.plannrcrm.com/operation/operation-getapiv1firmfirm_uuidnetworksettings.md)

- [Set the firm's override](https://apidocs.plannrcrm.com/operation/operation-putapiv1firmfirm_uuidnetworksettingskey.md)

- [Revert the firm's override](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1firmfirm_uuidnetworksettingskey.md)

- [Get the firm's inherited governance rules](https://apidocs.plannrcrm.com/operation/operation-getapiv1firmfirm_uuidnetworksettingsgovernance.md)

- [Get the firm's configuration controls](https://apidocs.plannrcrm.com/operation/operation-getapiv1firmfirm_uuidnetworksettingsconfigurationcontrols.md)

- [Set the firm's configuration controls](https://apidocs.plannrcrm.com/operation/operation-putapiv1firmfirm_uuidnetworksettingskeyconfigurationcontrols.md)

- [Get an adviser's network settings](https://apidocs.plannrcrm.com/operation/operation-getapiv1firmfirm_uuidnetworksettingsadvisersemployee_uuid.md)

- [Set an adviser's override](https://apidocs.plannrcrm.com/operation/operation-putapiv1firmfirm_uuidnetworksettingsadvisersemployee_uuidkey.md)

- [Revert an adviser's override](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1firmfirm_uuidnetworksettingsadvisersemployee_uuidkey.md)


### [Firms](https://apidocs.plannrcrm.com/group/endpoint-firms.md)

- [Get all firms](https://apidocs.plannrcrm.com/operation/operation-getapiv1firm.md)

- [Get a firm](https://apidocs.plannrcrm.com/operation/operation-getapiv1firmuuid.md)

- [Update a firm](https://apidocs.plannrcrm.com/operation/operation-putapiv1firmuuid.md)

- [Delete a firm](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1firmuuid.md)

- [Update firm branding](https://apidocs.plannrcrm.com/operation/operation-postapiv1firmfirm_uuidbranding.md)

- [Update firm settings](https://apidocs.plannrcrm.com/operation/operation-postapiv1firmfirm_uuidsettings.md)


### [Form Builder](https://apidocs.plannrcrm.com/group/endpoint-form-builder.md)

- [Get all forms](https://apidocs.plannrcrm.com/operation/operation-getapiv1form.md)

- [Create a form](https://apidocs.plannrcrm.com/operation/operation-postapiv1form.md)

- [Get a form](https://apidocs.plannrcrm.com/operation/operation-getapiv1formuuid.md)

- [Update a form](https://apidocs.plannrcrm.com/operation/operation-putapiv1formuuid.md)

- [Delete a form](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1formuuid.md)

- [Get all Linked Questions](https://apidocs.plannrcrm.com/operation/operation-getapiv1linkedformquestions.md)

- [Get all linked custom field questions](https://apidocs.plannrcrm.com/operation/operation-getapiv1customlinkedformquestions.md)

- [Get all received form submission requests](https://apidocs.plannrcrm.com/operation/operation-getapiv1submissionrequestreceivedaccount.md)

- [Get all sent form submission requests](https://apidocs.plannrcrm.com/operation/operation-getapiv1submissionrequestsent.md)

- [Get all submission requests on a form](https://apidocs.plannrcrm.com/operation/operation-getapiv1submissionrequest.md)

- [Get a submission request](https://apidocs.plannrcrm.com/operation/operation-getapiv1submissionrequestuuid.md)

- [Delete a submission request](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1submissionrequestuuid.md)

- [Make a duplicate of an existing form](https://apidocs.plannrcrm.com/operation/operation-postapiv1formform_uuidduplicate.md)

- [Make a form live](https://apidocs.plannrcrm.com/operation/operation-postapiv1formform_uuidpublish.md)

- [Make a live form no longer live (only works on forms with no submissions)](https://apidocs.plannrcrm.com/operation/operation-postapiv1formform_uuidunpublish.md)

- [Create a section for a form](https://apidocs.plannrcrm.com/operation/operation-postapiv1formform_uuidsection.md)

- [Get a form's section](https://apidocs.plannrcrm.com/operation/operation-getapiv1formform_uuidsectionuuid.md)

- [Update a form's section](https://apidocs.plannrcrm.com/operation/operation-putapiv1formform_uuidsectionuuid.md)

- [Delete a form's section](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1formform_uuidsectionuuid.md)

- [Create a question for a section](https://apidocs.plannrcrm.com/operation/operation-postapiv1formform_uuidquestion.md)

- [Get a question](https://apidocs.plannrcrm.com/operation/operation-getapiv1formform_uuidquestionuuid.md)

- [Update a section's question](https://apidocs.plannrcrm.com/operation/operation-putapiv1formform_uuidquestionuuid.md)

- [Delete a section's question](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1formform_uuidquestionuuid.md)

- [Get all submissions for a form](https://apidocs.plannrcrm.com/operation/operation-getapiv1formform_uuidsubmission.md)

- [Create a submission to a form](https://apidocs.plannrcrm.com/operation/operation-postapiv1formform_uuidsubmission.md)

- [Get a submission](https://apidocs.plannrcrm.com/operation/operation-getapiv1formform_uuidsubmissionuuid.md)

- [Delete a submission](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1formform_uuidsubmissionuuid.md)

- [Get all submission for a form authored by a specific account](https://apidocs.plannrcrm.com/operation/operation-getapiv1formform_uuidsubmissionauthoredbyauthor_uuid.md)

- [Get all answers for a submission](https://apidocs.plannrcrm.com/operation/operation-getapiv1formform_uuidsubmissionsubmission_uuidanswer.md)

- [Submit answers to a submission](https://apidocs.plannrcrm.com/operation/operation-postapiv1formform_uuidsubmissionsubmission_uuidanswer.md)

- [Change the form status to submitted](https://apidocs.plannrcrm.com/operation/operation-postapiv1formform_uuidsubmissionsubmission_uuidsubmit.md)

- [Get all submission requests on a form](https://apidocs.plannrcrm.com/operation/operation-getapiv1formform_uuidsubmissionrequest.md)

- [Update a form submission request](https://apidocs.plannrcrm.com/operation/operation-putapiv1formform_uuidsubmissionrequestsubmissionrequest_uuid.md)

- [Delete a submission request](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1formform_uuidsubmissionrequestsubmissionrequest_uuid.md)

- [Store a submission request](https://apidocs.plannrcrm.com/operation/operation-postapiv1formform_uuidsubmissionrequestaccount_uuid.md)


### [Goals (v1)](https://apidocs.plannrcrm.com/group/endpoint-goals-v1.md)

- [Get all goals](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuidgoal.md)

- [Create a goal](https://apidocs.plannrcrm.com/operation/operation-postapiv1clientclient_uuidgoal.md)

- [Show a goal](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuidgoaluuid.md)

- [Update a goal](https://apidocs.plannrcrm.com/operation/operation-putapiv1clientclient_uuidgoaluuid.md)

- [Destroy a goal](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1clientclient_uuidgoaluuid.md)


### [Goals (v2)](https://apidocs.plannrcrm.com/group/endpoint-goals-v2.md)

- [Get all goals](https://apidocs.plannrcrm.com/operation/operation-getapiv2goals.md)

- [Create a goal](https://apidocs.plannrcrm.com/operation/operation-postapiv2goals.md)

- [Show a goal](https://apidocs.plannrcrm.com/operation/operation-getapiv2goalsuuid.md)

- [Update a goal](https://apidocs.plannrcrm.com/operation/operation-putapiv2goalsuuid.md)

- [Delete a goal](https://apidocs.plannrcrm.com/operation/operation-deleteapiv2goalsuuid.md)


### [Groups](https://apidocs.plannrcrm.com/group/endpoint-groups.md)

- [Get all account groups](https://apidocs.plannrcrm.com/operation/operation-getapiv1accountaccount_uuidgroups.md)

- [Get all business unit groups](https://apidocs.plannrcrm.com/operation/operation-getapiv1businessunitsbusiness_unit_uuidgroups.md)

- [Get all groups](https://apidocs.plannrcrm.com/operation/operation-getapiv1group.md)

- [Create a group](https://apidocs.plannrcrm.com/operation/operation-postapiv1group.md)

- [Get a group](https://apidocs.plannrcrm.com/operation/operation-getapiv1groupuuid.md)

- [Update a group](https://apidocs.plannrcrm.com/operation/operation-putapiv1groupuuid.md)

- [Delete a group](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1groupuuid.md)

- [Get a group's participants](https://apidocs.plannrcrm.com/operation/operation-getapiv1groupgroup_uuidparticipants.md)

- [Add participants to a group](https://apidocs.plannrcrm.com/operation/operation-postapiv1groupgroup_uuidparticipants.md)

- [Remove participants from a group](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1groupgroup_uuidparticipants.md)


### [Holdings](https://apidocs.plannrcrm.com/group/endpoint-holdings.md)

- [Create a holding](https://apidocs.plannrcrm.com/operation/operation-postapiv1plansplan_uuidsubaccountssubaccount_uuidholdings.md)

- [Get a holding](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidsubaccountssubaccount_uuidholdingsuuid.md)

- [Update a holding](https://apidocs.plannrcrm.com/operation/operation-putapiv1plansplan_uuidsubaccountssubaccount_uuidholdingsuuid.md)

- [Delete a holding](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1plansplan_uuidsubaccountssubaccount_uuidholdingsuuid.md)

- [Sync Holdings on a Sub Account](https://apidocs.plannrcrm.com/operation/operation-postapiv1plansplan_uuidsubaccountssubaccount_uuidsyncholdings.md)

- [Get all holdings](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidholdingssubaccount.md)


### [Holdings (v2)](https://apidocs.plannrcrm.com/group/endpoint-holdings-v2.md)

- [Get all holdings](https://apidocs.plannrcrm.com/operation/operation-getapiv2holdings.md)


### [Illustrations](https://apidocs.plannrcrm.com/group/endpoint-illustrations.md)

- [Store an illustration](https://apidocs.plannrcrm.com/operation/operation-postapiv1illustration.md)

- [Show an illustration](https://apidocs.plannrcrm.com/operation/operation-getapiv1illustrationuuid.md)

- [Update an Illustration](https://apidocs.plannrcrm.com/operation/operation-putapiv1illustrationuuid.md)

- [Delete an illustration](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1illustrationuuid.md)

- [Proceed an illustration to account opening application](https://apidocs.plannrcrm.com/operation/operation-postapiv1illustrationillustration_uuidproceed.md)

- [Generate an Illustration](https://apidocs.plannrcrm.com/operation/operation-postapiv1illustrationillustration_uuidgenerate.md)


### [Imports](https://apidocs.plannrcrm.com/group/endpoint-imports.md)

- [Get all imports](https://apidocs.plannrcrm.com/operation/operation-getapiv1import.md)

- [Create the import](https://apidocs.plannrcrm.com/operation/operation-postapiv1import.md)

- [Get an import](https://apidocs.plannrcrm.com/operation/operation-getapiv1importuuid.md)

- [Delete an import](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1importuuid.md)

- [Get importer keys](https://apidocs.plannrcrm.com/operation/operation-getapiv1importkeysimportermode.md)

- [Get available modes for import type](https://apidocs.plannrcrm.com/operation/operation-getapiv1importmodesimporter.md)

- [Map headers on an import](https://apidocs.plannrcrm.com/operation/operation-postapiv1importmapimport_uuid.md)

- [Start an import](https://apidocs.plannrcrm.com/operation/operation-postapiv1importstartimport_uuid.md)


### [Income (v1)](https://apidocs.plannrcrm.com/group/endpoint-income-v1.md)

- [Get all incomes](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuidincome.md)

- [Create an income](https://apidocs.plannrcrm.com/operation/operation-postapiv1clientclient_uuidincome.md)

- [Get an income](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuidincomeuuid.md)

- [Update an income](https://apidocs.plannrcrm.com/operation/operation-putapiv1clientclient_uuidincomeuuid.md)

- [Delete an income](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1clientclient_uuidincomeuuid.md)


### [Income (v2)](https://apidocs.plannrcrm.com/group/endpoint-income-v2.md)

- [Get all incomes](https://apidocs.plannrcrm.com/operation/operation-getapiv2income.md)

- [Create an income](https://apidocs.plannrcrm.com/operation/operation-postapiv2income.md)

- [Get an income](https://apidocs.plannrcrm.com/operation/operation-getapiv2incomeuuid.md)

- [Update an income](https://apidocs.plannrcrm.com/operation/operation-putapiv2incomeuuid.md)

- [Delete an income](https://apidocs.plannrcrm.com/operation/operation-deleteapiv2incomeuuid.md)


### [Income Reconciliation](https://apidocs.plannrcrm.com/group/endpoint-income-reconciliation.md)

- [Get all charges for a circle](https://apidocs.plannrcrm.com/operation/operation-getapiv1circlescircle_uuidcharges.md)

- [Get all expectations of circle](https://apidocs.plannrcrm.com/operation/operation-getapiv1circlescircle_uuidexpectations.md)

- [Get all charges for a client](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuidcharges.md)

- [Get all expectations of client](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuidexpectations.md)

- [Get all charges for a plan](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidcharges.md)

- [Get all expectations of plan](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidexpectations.md)

- [Upload a provider statement CSV.](https://apidocs.plannrcrm.com/operation/operation-postapiv1providerstatementupload.md)

- [Import a provider statement CSV.](https://apidocs.plannrcrm.com/operation/operation-postapiv1providerstatementimport.md)

- [Get all provider statements](https://apidocs.plannrcrm.com/operation/operation-getapiv1providerstatement.md)

- [Create a provider statement](https://apidocs.plannrcrm.com/operation/operation-postapiv1providerstatement.md)

- [Get a provider statement](https://apidocs.plannrcrm.com/operation/operation-getapiv1providerstatementproviderstatement_uuid.md)

- [Update a provider statement](https://apidocs.plannrcrm.com/operation/operation-putapiv1providerstatementproviderstatement_uuid.md)

- [Delete a provider statement](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1providerstatementproviderstatement_uuid.md)

- [Upload a bank statement CSV.](https://apidocs.plannrcrm.com/operation/operation-postapiv1bankstatementupload.md)

- [Get all bank statements](https://apidocs.plannrcrm.com/operation/operation-getapiv1bankstatement.md)

- [Create a bank statement](https://apidocs.plannrcrm.com/operation/operation-postapiv1bankstatement.md)

- [Get a bank statement](https://apidocs.plannrcrm.com/operation/operation-getapiv1bankstatementbankstatement_uuid.md)

- [Update a bank statement](https://apidocs.plannrcrm.com/operation/operation-putapiv1bankstatementbankstatement_uuid.md)

- [Delete a bank statement](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1bankstatementbankstatement_uuid.md)

- [Get all charges](https://apidocs.plannrcrm.com/operation/operation-getapiv1charge.md)

- [Create a charge](https://apidocs.plannrcrm.com/operation/operation-postapiv1charge.md)

- [Get a charge](https://apidocs.plannrcrm.com/operation/operation-getapiv1chargeuuid.md)

- [Update a charge](https://apidocs.plannrcrm.com/operation/operation-putapiv1chargeuuid.md)

- [Delete a charge](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1chargeuuid.md)

- [Calculate the income splits of an expectation](https://apidocs.plannrcrm.com/operation/operation-postapiv1expectationcalculate.md)

- [Get all firm expectations](https://apidocs.plannrcrm.com/operation/operation-getapiv1expectation.md)

- [Get an expectation](https://apidocs.plannrcrm.com/operation/operation-getapiv1expectationuuid.md)

- [Update an expectation](https://apidocs.plannrcrm.com/operation/operation-putapiv1expectationuuid.md)

- [Delete an expectation](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1expectationuuid.md)

- [Get all statement transactions](https://apidocs.plannrcrm.com/operation/operation-getapiv1statementtransaction.md)

- [Create an statement transaction](https://apidocs.plannrcrm.com/operation/operation-postapiv1statementtransaction.md)

- [Get an statement transaction](https://apidocs.plannrcrm.com/operation/operation-getapiv1statementtransactionstatementtransaction_uuid.md)

- [Update an statement transaction](https://apidocs.plannrcrm.com/operation/operation-putapiv1statementtransactionstatementtransaction_uuid.md)

- [Delete an statement transaction](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1statementtransactionstatementtransaction_uuid.md)

- [Unreconcile the expectation](https://apidocs.plannrcrm.com/operation/operation-postapiv1statementtransactionstatementtransaction_uuidunreconcileexpectation.md)

- [Get all bank transactions](https://apidocs.plannrcrm.com/operation/operation-getapiv1banktransaction.md)

- [Create a bank transaction](https://apidocs.plannrcrm.com/operation/operation-postapiv1banktransaction.md)

- [Get a bank transaction](https://apidocs.plannrcrm.com/operation/operation-getapiv1banktransactionbanktransaction_uuid.md)

- [Update a bank transaction](https://apidocs.plannrcrm.com/operation/operation-putapiv1banktransactionbanktransaction_uuid.md)

- [Delete a bank transaction](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1banktransactionbanktransaction_uuid.md)

- [Reconcile an expectation to statement transactions](https://apidocs.plannrcrm.com/operation/operation-postapiv1expectationreconcile.md)

- [Balance partially reconciled expectations](https://apidocs.plannrcrm.com/operation/operation-postapiv1expectationbalance.md)

- [Unbalance the expectation](https://apidocs.plannrcrm.com/operation/operation-postapiv1expectationunbalance.md)

- [Reconcile bank payments to statement transactions](https://apidocs.plannrcrm.com/operation/operation-postapiv1banktransactionreconcile.md)

- [Delete a reconciliation](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1reconciliationuuid.md)

- [Create expectations](https://apidocs.plannrcrm.com/operation/operation-postapiv1statementtransactioncreateexpectations.md)

- [Auto reconcile statement transactions](https://apidocs.plannrcrm.com/operation/operation-postapiv1statementtransactionautoreconcile.md)

- [Get all reconciliations on a bank transaction](https://apidocs.plannrcrm.com/operation/operation-getapiv1banktransactionbanktransaction_uuidreconciliations.md)

- [Get all reconciliations on an statement transaction](https://apidocs.plannrcrm.com/operation/operation-getapiv1statementtransactionstatementtransaction_uuidreconciliations.md)

- [Get all charge splits](https://apidocs.plannrcrm.com/operation/operation-getapiv1chargesplitsplitabletypesplitableuuid.md)

- [Create a charge split](https://apidocs.plannrcrm.com/operation/operation-postapiv1chargesplit.md)

- [Get a charge split](https://apidocs.plannrcrm.com/operation/operation-getapiv1chargesplitchargesplit_uuid.md)

- [Update a charge split](https://apidocs.plannrcrm.com/operation/operation-putapiv1chargesplitchargesplit_uuid.md)

- [Delete a charge split](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1chargesplitchargesplit_uuid.md)

- [Get all adviser splits](https://apidocs.plannrcrm.com/operation/operation-getapiv1advisersplit.md)

- [Create an adviser split](https://apidocs.plannrcrm.com/operation/operation-postapiv1advisersplit.md)

- [Get an adviser split](https://apidocs.plannrcrm.com/operation/operation-getapiv1advisersplitadvisersplit_uuid.md)

- [Update an adviser split](https://apidocs.plannrcrm.com/operation/operation-putapiv1advisersplitadvisersplit_uuid.md)

- [Delete an adviser split](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1advisersplitadvisersplit_uuid.md)

- [Get all charge split schemas](https://apidocs.plannrcrm.com/operation/operation-getapiv1chargesplitschema.md)

- [Create a charge split schema](https://apidocs.plannrcrm.com/operation/operation-postapiv1chargesplitschema.md)

- [Get a charge split schema](https://apidocs.plannrcrm.com/operation/operation-getapiv1chargesplitschemachargesplitschema_uuid.md)

- [Update a charge split schema](https://apidocs.plannrcrm.com/operation/operation-putapiv1chargesplitschemachargesplitschema_uuid.md)

- [Delete a charge split schema](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1chargesplitschemachargesplitschema_uuid.md)


### [Introducer](https://apidocs.plannrcrm.com/group/endpoint-introducer.md)

- [Get all introducers](https://apidocs.plannrcrm.com/operation/operation-getapiv1introducer.md)

- [Create an introducer [Deprecated: Use create an account route]](https://apidocs.plannrcrm.com/operation/operation-postapiv1introducer.md)

- [View an introducer [Deprecated: Use get an account route]](https://apidocs.plannrcrm.com/operation/operation-getapiv1introduceruuid.md)

- [Update an introducer [Deprecated: Use update an account route]](https://apidocs.plannrcrm.com/operation/operation-putapiv1introduceruuid.md)

- [Delete an introducer [Deprecated: use delete an account route]](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1introduceruuid.md)


### [Lead Interests](https://apidocs.plannrcrm.com/group/endpoint-lead-interests.md)

- [Get all lead interests](https://apidocs.plannrcrm.com/operation/operation-getapiv1leadinterests.md)

- [Create a lead interest](https://apidocs.plannrcrm.com/operation/operation-postapiv1leadinterests.md)

- [Get a lead interest](https://apidocs.plannrcrm.com/operation/operation-getapiv1leadinterestsuuid.md)

- [Update a lead interest](https://apidocs.plannrcrm.com/operation/operation-putapiv1leadinterestsuuid.md)

- [Delete a lead interest](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1leadinterestsuuid.md)


### [Lead Sources](https://apidocs.plannrcrm.com/group/endpoint-lead-sources.md)

- [Get all sub-sources in the firm](https://apidocs.plannrcrm.com/operation/operation-getapiv1leadsubsources.md)

- [Get all lead sources](https://apidocs.plannrcrm.com/operation/operation-getapiv1leadsources.md)

- [Create a lead source](https://apidocs.plannrcrm.com/operation/operation-postapiv1leadsources.md)

- [Get a lead source](https://apidocs.plannrcrm.com/operation/operation-getapiv1leadsourcesuuid.md)

- [Update a lead source](https://apidocs.plannrcrm.com/operation/operation-putapiv1leadsourcesuuid.md)

- [Delete a lead source](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1leadsourcesuuid.md)

- [Get all sub-sources of a lead source](https://apidocs.plannrcrm.com/operation/operation-getapiv1leadsourceslead_source_uuidsubsources.md)

- [Create a sub-source of a lead source](https://apidocs.plannrcrm.com/operation/operation-postapiv1leadsourceslead_source_uuidsubsources.md)

- [Get a sub-source of a lead source](https://apidocs.plannrcrm.com/operation/operation-getapiv1leadsourceslead_source_uuidsubsourcesuuid.md)

- [Update a sub-source of a lead source](https://apidocs.plannrcrm.com/operation/operation-putapiv1leadsourceslead_source_uuidsubsourcesuuid.md)

- [Delete a sub-source of a lead source](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1leadsourceslead_source_uuidsubsourcesuuid.md)


### [Leads](https://apidocs.plannrcrm.com/group/endpoint-leads.md)

- [Get all leads](https://apidocs.plannrcrm.com/operation/operation-getapiv1leads.md)

- [Create a lead](https://apidocs.plannrcrm.com/operation/operation-postapiv1leads.md)

- [Get a lead](https://apidocs.plannrcrm.com/operation/operation-getapiv1leadsuuid.md)

- [Update a lead](https://apidocs.plannrcrm.com/operation/operation-putapiv1leadsuuid.md)

- [Delete a lead](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1leadsuuid.md)

- [Archive a lead](https://apidocs.plannrcrm.com/operation/operation-postapiv1leadslead_uuidarchive.md)

- [Un-archive a lead](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1leadslead_uuidarchive.md)

- [Assign a lead](https://apidocs.plannrcrm.com/operation/operation-postapiv1leadslead_uuidassign.md)

- [Unassign a lead](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1leadslead_uuidassign.md)

- [Set a lead's introducer](https://apidocs.plannrcrm.com/operation/operation-postapiv1leadslead_uuidintroducer.md)

- [Remove a lead's introducer](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1leadslead_uuidintroducer.md)

- [Get all contact details of a lead](https://apidocs.plannrcrm.com/operation/operation-getapiv1leadslead_uuidcontactdetails.md)

- [Add a contact detail to a lead](https://apidocs.plannrcrm.com/operation/operation-postapiv1leadslead_uuidcontactdetails.md)

- [Get a contact detail of a lead](https://apidocs.plannrcrm.com/operation/operation-getapiv1leadslead_uuidcontactdetailsuuid.md)

- [Update a contact detail of a lead](https://apidocs.plannrcrm.com/operation/operation-putapiv1leadslead_uuidcontactdetailsuuid.md)

- [Remove a contact detail from a lead](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1leadslead_uuidcontactdetailsuuid.md)

- [Get all addresses of a lead](https://apidocs.plannrcrm.com/operation/operation-getapiv1leadslead_uuidaddresses.md)

- [Add an address to a lead](https://apidocs.plannrcrm.com/operation/operation-postapiv1leadslead_uuidaddresses.md)

- [Get an address of a lead](https://apidocs.plannrcrm.com/operation/operation-getapiv1leadslead_uuidaddressesuuid.md)

- [Update an address of a lead](https://apidocs.plannrcrm.com/operation/operation-putapiv1leadslead_uuidaddressesuuid.md)

- [Remove an address from a lead](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1leadslead_uuidaddressesuuid.md)


### [Letter of Authority](https://apidocs.plannrcrm.com/group/endpoint-letter-of-authority.md)

- [Generate Letter of Authority](https://apidocs.plannrcrm.com/operation/operation-postapiv1loa.md)


### [Logins](https://apidocs.plannrcrm.com/group/endpoint-logins.md)

- [Get all logins of an account.](https://apidocs.plannrcrm.com/operation/operation-getapiv1accountaccount_uuidlogin.md)

- [Create a login](https://apidocs.plannrcrm.com/operation/operation-postapiv1accountaccount_uuidlogin.md)

- [Update a login](https://apidocs.plannrcrm.com/operation/operation-putapiv1accountaccount_uuidloginuuid.md)

- [Revoke a login](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1accountaccount_uuidloginuuid.md)

- [Expire a login](https://apidocs.plannrcrm.com/operation/operation-postapiv1accountaccount_uuidloginlogin_uuidexpire.md)

- [Make a login the primary for the account](https://apidocs.plannrcrm.com/operation/operation-postapiv1accountaccount_uuidloginlogin_uuidmakeprimary.md)


### [Logs](https://apidocs.plannrcrm.com/group/endpoint-logs.md)

- [Get logs authored by another account](https://apidocs.plannrcrm.com/operation/operation-getapiv1employeeemployeelogs.md)

- [Get all logs for a model](https://apidocs.plannrcrm.com/operation/operation-getapiv1logsmodeltypemodeluuid.md)

- [Get all logs created by Authenticated Account](https://apidocs.plannrcrm.com/operation/operation-getapiv1melogs.md)


### [Lookups](https://apidocs.plannrcrm.com/group/endpoint-lookups.md)

- [Get all lookups](https://apidocs.plannrcrm.com/operation/operation-getapiv1lookups.md)

- [Delete a lookup](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1lookupsuuid.md)

- [Retrieve a lookup](https://apidocs.plannrcrm.com/operation/operation-getapiv1lookupstypelookup.md)


### [Mailboxes](https://apidocs.plannrcrm.com/group/endpoint-mailboxes.md)

- [Display a list of mailboxes for the current firm.](https://apidocs.plannrcrm.com/operation/operation-getapiv1mailboxes.md)

- [Store a new mailbox for the current firm
and return the form link to authenticate the mailbox.](https://apidocs.plannrcrm.com/operation/operation-postapiv1mailboxes.md)

- [Update the specified mailbox.](https://apidocs.plannrcrm.com/operation/operation-putapiv1mailboxesuuid.md)

- [Remove the specified mailbox.](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1mailboxesuuid.md)

- [Display the mailbox folders.](https://apidocs.plannrcrm.com/operation/operation-getapiv1mailboxesmailbox_uuidfolders.md)

- [Re-authenticate a mailbox.](https://apidocs.plannrcrm.com/operation/operation-getapiv1mailboxesmailbox_uuidreauthenticate.md)

- [Display the specified email.](https://apidocs.plannrcrm.com/operation/operation-getapiv1mailboxesmessageuuid.md)

- [Delete the specified mailbox message.](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1mailboxesmessageuuid.md)

- [Delete the specified mailbox message thread.](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1mailboxesmessagemessage_uuidthread.md)


### [Model](https://apidocs.plannrcrm.com/group/endpoint-model.md)

- [Get all firm's direct debit mandates](https://apidocs.plannrcrm.com/operation/operation-getapiv2directdebitmandates.md)

- [Get a single direct debit mandate](https://apidocs.plannrcrm.com/operation/operation-getapiv2directdebitmandatesuuid.md)

- [Get a single direct debit mandate view](https://apidocs.plannrcrm.com/operation/operation-getapiv2directdebitmandatesdirect_debit_mandate_uuidview.md)

- [Post api v2 direct debit mandates direct debit mandate uuid complete](https://apidocs.plannrcrm.com/operation/operation-postapiv2directdebitmandatesdirect_debit_mandate_uuidcomplete.md)


### [Model Types](https://apidocs.plannrcrm.com/group/endpoint-model-types.md)

- [Custom field models](https://apidocs.plannrcrm.com/operation/operation-getapiv1optionscustomfields.md)

- [Time trackable models](https://apidocs.plannrcrm.com/operation/operation-getapiv1optionstimetrackable.md)


### [Mortgage Searches (v2)](https://apidocs.plannrcrm.com/group/endpoint-mortgage-searches-v2.md)

- [Get all mortgage searches](https://apidocs.plannrcrm.com/operation/operation-getapiv2mortgagesearches.md)

- [Get a mortgage search](https://apidocs.plannrcrm.com/operation/operation-getapiv2mortgagesearchesuuid.md)

- [Update a mortgage search](https://apidocs.plannrcrm.com/operation/operation-putapiv2mortgagesearchesuuid.md)

- [Delete a mortgage search](https://apidocs.plannrcrm.com/operation/operation-deleteapiv2mortgagesearchesuuid.md)


### [Mortgage Sourcing](https://apidocs.plannrcrm.com/group/endpoint-mortgage-sourcing.md)

- [Determine if the authenticated account can use the MortgageBrain addon for sourcing.](https://apidocs.plannrcrm.com/operation/operation-getapiv1addonsmortgagebrainready.md)

- [Create a mortgage search with the Mortgage Brain provider](https://apidocs.plannrcrm.com/operation/operation-postapiv1addonsmortgagebrainmortgagesearch.md)


### [Networth](https://apidocs.plannrcrm.com/group/endpoint-networth.md)

- [Get net worth](https://apidocs.plannrcrm.com/operation/operation-getapiv2networth.md)

- [Get net worth line graph](https://apidocs.plannrcrm.com/operation/operation-getapiv2networthlinegraph.md)


### [New Business Events](https://apidocs.plannrcrm.com/group/endpoint-new-business-events.md)

- [Get all new business events](https://apidocs.plannrcrm.com/operation/operation-getapiv1newbusinessevent.md)

- [Create a new business event](https://apidocs.plannrcrm.com/operation/operation-postapiv1newbusinessevent.md)

- [Get a new business event](https://apidocs.plannrcrm.com/operation/operation-getapiv1newbusinesseventnewbusinessevent_uuid.md)

- [Update a new business event](https://apidocs.plannrcrm.com/operation/operation-putapiv1newbusinesseventnewbusinessevent_uuid.md)

- [Delete a new business event](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1newbusinesseventnewbusinessevent_uuid.md)


### [Notes](https://apidocs.plannrcrm.com/group/endpoint-notes.md)

- [Get all notes for a client](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuidallnotes.md)

- [Create a note](https://apidocs.plannrcrm.com/operation/operation-postapiv1note.md)

- [Get a note](https://apidocs.plannrcrm.com/operation/operation-getapiv1noteuuid.md)

- [Update a note](https://apidocs.plannrcrm.com/operation/operation-putapiv1noteuuid.md)

- [Delete a note](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1noteuuid.md)

- [Get all notes](https://apidocs.plannrcrm.com/operation/operation-getapiv1notenotabletypenotableuuid.md)


### [Notifications](https://apidocs.plannrcrm.com/group/endpoint-notifications.md)

- [Subscribe to an item's notifications](https://apidocs.plannrcrm.com/operation/operation-postapiv1notificationssubscribesubscribeabletypesubscribeableuuid.md)

- [Unsubscribe from an item's notifications](https://apidocs.plannrcrm.com/operation/operation-postapiv1notificationsunsubscribesubscribeabletypesubscribeableuuid.md)

- [Mark all notification as read](https://apidocs.plannrcrm.com/operation/operation-postapiv1notificationsreadall.md)

- [Mark a notification as read](https://apidocs.plannrcrm.com/operation/operation-postapiv1notificationsreadnotification_id.md)

- [Mark a notification as unread](https://apidocs.plannrcrm.com/operation/operation-postapiv1notificationsunreadnotification_id.md)

- [Get all notifications](https://apidocs.plannrcrm.com/operation/operation-getapiv1notifications.md)

- [Get a notification](https://apidocs.plannrcrm.com/operation/operation-getapiv1notificationsid.md)

- [Permanently delete a notification](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1notificationsid.md)


### [OAuth2 Connections (External Only)](https://apidocs.plannrcrm.com/group/endpoint-oauth2-connections-external-only.md)

- [List all the available OAuth2 providers](https://apidocs.plannrcrm.com/operation/operation-getapiv1oauthproviders.md)

- [List all OAuth2 connections](https://apidocs.plannrcrm.com/operation/operation-getapiv1oauthconnections.md)

- [Update an OAuth2 connection](https://apidocs.plannrcrm.com/operation/operation-putapiv1oauthconnectionsoauthconnection_uuid.md)

- [Delete an OAuth2 connection](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1oauthconnectionsoauthconnection_uuid.md)


### [Plan Returns](https://apidocs.plannrcrm.com/group/endpoint-plan-returns.md)

- [Calculate returns for a plan within a date range](https://apidocs.plannrcrm.com/operation/operation-getapiv2plansplan_uuidreturns.md)


### [Plans](https://apidocs.plannrcrm.com/group/endpoint-plans.md)

- [Get all plans](https://apidocs.plannrcrm.com/operation/operation-getapiv1plans.md)

- [Create a plan](https://apidocs.plannrcrm.com/operation/operation-postapiv1plans.md)

- [Get a plan](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansuuid.md)

- [Update a plan](https://apidocs.plannrcrm.com/operation/operation-putapiv1plansuuid.md)

- [Delete a plan.](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1plansuuid.md)

- [Update a plan's ownership without updating the rest of the plan](https://apidocs.plannrcrm.com/operation/operation-putapiv1plansplan_uuidownership.md)

- [Get the valuations formatted for a graph](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidreportingvaluationssubaccount.md)

- [Get all plan's new business events](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidnewbusinessevents.md)

- [Get all group scheme members](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidgroupschememembers.md)

- [Create a group scheme member](https://apidocs.plannrcrm.com/operation/operation-postapiv1plansplan_uuidgroupschememembers.md)

- [Get all sub schemes for a group scheme](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidsubgroupschemes.md)

- [Create a sub-scheme for a group scheme plan](https://apidocs.plannrcrm.com/operation/operation-postapiv1plansplan_uuidsubgroupschemes.md)

- [Request Plan Data From Provider (Beta)](https://apidocs.plannrcrm.com/operation/operation-postapiv1plansplan_uuidproviderfeedsync.md)

- [Get all the provider feed logs for a given plan](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidproviderfeedlogs.md)

- [Get all the illustrations for a plan](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidillustrations.md)

- [Get all linked policy numbers](https://apidocs.plannrcrm.com/operation/operation-getapiv2planslinkedpolicynumbers.md)

- [Create an linked policy number](https://apidocs.plannrcrm.com/operation/operation-postapiv2plansplan_uuidlinkedpolicynumbers.md)

- [Update an linked policy number](https://apidocs.plannrcrm.com/operation/operation-putapiv2plansplan_uuidlinkedpolicynumbersuuid.md)

- [Delete an linked policy number](https://apidocs.plannrcrm.com/operation/operation-deleteapiv2plansplan_uuidlinkedpolicynumbersuuid.md)


### [Plans (v2)](https://apidocs.plannrcrm.com/group/endpoint-plans-v2.md)

- [Get all plans](https://apidocs.plannrcrm.com/operation/operation-getapiv2plans.md)

- [Get line graph of plans valuations](https://apidocs.plannrcrm.com/operation/operation-getapiv2planslinegraph.md)


### [Platform](https://apidocs.plannrcrm.com/group/endpoint-platform.md)

- [Show Platform Detail](https://apidocs.plannrcrm.com/operation/operation-getapiv1platformid.md)

- [Get all models for a supported platform.](https://apidocs.plannrcrm.com/operation/operation-getapiv1platformplatformmodels.md)


### [Portal Engagement](https://apidocs.plannrcrm.com/group/endpoint-portal-engagement.md)

- [Portal Engagement Summary](https://apidocs.plannrcrm.com/operation/operation-getapiv1portalengagementsummary.md)


### [Premiums](https://apidocs.plannrcrm.com/group/endpoint-premiums.md)

- [Get all premiums](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidpremiums.md)

- [Create a premium](https://apidocs.plannrcrm.com/operation/operation-postapiv1plansplan_uuidpremiums.md)

- [Get a premium](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidpremiumsuuid.md)

- [Update a premium](https://apidocs.plannrcrm.com/operation/operation-putapiv1plansplan_uuidpremiumsuuid.md)

- [Delete a premium](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1plansplan_uuidpremiumsuuid.md)


### [Providers](https://apidocs.plannrcrm.com/group/endpoint-providers.md)

- [List all providers](https://apidocs.plannrcrm.com/operation/operation-getapiv1providers.md)

- [Get an individual provider](https://apidocs.plannrcrm.com/operation/operation-getapiv1providersuuid.md)


### [Report Templates](https://apidocs.plannrcrm.com/group/endpoint-report-templates.md)

- [Get all Report Templates](https://apidocs.plannrcrm.com/operation/operation-getapiv1reporttemplate.md)

- [Create a Report Template](https://apidocs.plannrcrm.com/operation/operation-postapiv1reporttemplate.md)

- [Get a Report Template](https://apidocs.plannrcrm.com/operation/operation-getapiv1reporttemplatereporttemplate_uuid.md)

- [Update a Report Template](https://apidocs.plannrcrm.com/operation/operation-putapiv1reporttemplatereporttemplate_uuid.md)

- [Delete a Report Template](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1reporttemplatereporttemplate_uuid.md)


### [Report Types](https://apidocs.plannrcrm.com/group/endpoint-report-types.md)

- [Get all Report Types](https://apidocs.plannrcrm.com/operation/operation-getapiv1reporttype.md)


### [Reports](https://apidocs.plannrcrm.com/group/endpoint-reports.md)

- [Get All Reports](https://apidocs.plannrcrm.com/operation/operation-getapiv1report.md)

- [Generate a new Report](https://apidocs.plannrcrm.com/operation/operation-postapiv1report.md)

- [Get Report](https://apidocs.plannrcrm.com/operation/operation-getapiv1reportuuid.md)

- [Delete a Report](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1reportuuid.md)


### [Risks (v1)](https://apidocs.plannrcrm.com/group/endpoint-risks-v1.md)

- [Get all risks for Client](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuidrisk.md)

- [Create a risk assessment](https://apidocs.plannrcrm.com/operation/operation-postapiv1clientclient_uuidrisk.md)

- [Show a risk assessment](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuidriskuuid.md)

- [Update a risk assessment](https://apidocs.plannrcrm.com/operation/operation-putapiv1clientclient_uuidriskuuid.md)

- [Delete a risk assessment](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1clientclient_uuidriskuuid.md)


### [Risks (v2)](https://apidocs.plannrcrm.com/group/endpoint-risks-v2.md)

- [Get all risks](https://apidocs.plannrcrm.com/operation/operation-getapiv2risks.md)

- [Create a risk](https://apidocs.plannrcrm.com/operation/operation-postapiv2risks.md)

- [Get a risk](https://apidocs.plannrcrm.com/operation/operation-getapiv2risksuuid.md)

- [Update a risk](https://apidocs.plannrcrm.com/operation/operation-putapiv2risksuuid.md)

- [Delete a risk](https://apidocs.plannrcrm.com/operation/operation-deleteapiv2risksuuid.md)


### [Roles (v2)](https://apidocs.plannrcrm.com/group/endpoint-roles-v2.md)

- [Get all roles](https://apidocs.plannrcrm.com/operation/operation-getapiv2roles.md)

- [Create a role](https://apidocs.plannrcrm.com/operation/operation-postapiv2roles.md)

- [Get a role](https://apidocs.plannrcrm.com/operation/operation-getapiv2rolesuuid.md)

- [Update a role](https://apidocs.plannrcrm.com/operation/operation-putapiv2rolesuuid.md)

- [Delete a role](https://apidocs.plannrcrm.com/operation/operation-deleteapiv2rolesuuid.md)

- [Assign or revoke a role](https://apidocs.plannrcrm.com/operation/operation-postapiv2rolesrole_uuidaction.md)

- [Get all role assignees](https://apidocs.plannrcrm.com/operation/operation-getapiv2rolesrole_uuidassignees.md)


### [Service Levels](https://apidocs.plannrcrm.com/group/endpoint-service-levels.md)

- [Get all service levels](https://apidocs.plannrcrm.com/operation/operation-getapiv1servicelevel.md)

- [Create a service level](https://apidocs.plannrcrm.com/operation/operation-postapiv1servicelevel.md)

- [Get a service level](https://apidocs.plannrcrm.com/operation/operation-getapiv1serviceleveluuid.md)

- [Update a service level](https://apidocs.plannrcrm.com/operation/operation-putapiv1serviceleveluuid.md)

- [Delete a service level](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1serviceleveluuid.md)


### [Shareholders](https://apidocs.plannrcrm.com/group/endpoint-shareholders.md)

- [Get all shareholders](https://apidocs.plannrcrm.com/operation/operation-getapiv2shareholder.md)

- [Create a shareholder](https://apidocs.plannrcrm.com/operation/operation-postapiv2shareholder.md)

- [Show a shareholder](https://apidocs.plannrcrm.com/operation/operation-getapiv2shareholderuuid.md)

- [Update a shareholder](https://apidocs.plannrcrm.com/operation/operation-putapiv2shareholderuuid.md)

- [Destroy a shareholder](https://apidocs.plannrcrm.com/operation/operation-deleteapiv2shareholderuuid.md)


### [Staff Members](https://apidocs.plannrcrm.com/group/endpoint-staff-members.md)

- [Get all staff members](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuidstaffmembers.md)

- [Create a staff member](https://apidocs.plannrcrm.com/operation/operation-postapiv1clientclient_uuidstaffmembers.md)

- [Get a staff member](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuidstaffmembersuuid.md)

- [Update a staff member](https://apidocs.plannrcrm.com/operation/operation-putapiv1clientclient_uuidstaffmembersuuid.md)

- [Delete a staff member](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1clientclient_uuidstaffmembersuuid.md)


### [Statements](https://apidocs.plannrcrm.com/group/endpoint-statements.md)

- [Get all statements](https://apidocs.plannrcrm.com/operation/operation-getapiv1statement.md)

- [Get a statement](https://apidocs.plannrcrm.com/operation/operation-getapiv1statementuuid.md)

- [Lock a statement](https://apidocs.plannrcrm.com/operation/operation-postapiv1statementstatement_uuidlock.md)

- [Unlock a statement](https://apidocs.plannrcrm.com/operation/operation-postapiv1statementstatement_uuidunlock.md)


### [Static Data](https://apidocs.plannrcrm.com/group/endpoint-static-data.md)

- [Get a list of boolean choices](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticbooleanchoices.md)

- [Get a list of occupations](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticoccupations.md)

- [Get a list of supported nationalities](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticnationalities.md)

- [Get a list of addon categories](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticaddoncategories.md)

- [Retrieve a list of all the plan type](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticplantypes.md)

- [Retrieve the plan sub-types for a given plan type](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticplansubtypestype.md)

- [Plan statuses](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticplanstatuses.md)

- [Get a list of plan inactivity reasons](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticplaninactivityreasons.md)

- [Get a list of transaction types and sub-types](https://apidocs.plannrcrm.com/operation/operation-getapiv1statictransactiontypes.md)

- [Get the subtypes for a transaction type](https://apidocs.plannrcrm.com/operation/operation-getapiv1statictransactionsubtypestransactiontype.md)

- [Get a list of charge categories](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticchargecategories.md)

- [Get a list of RMAR types](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticrmartypes.md)

- [Get a list of service types](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticservicetypes.md)

- [Get a list of modelable types for logs](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticlogsmodelabletypes.md)

- [Get a list of contribution types](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticcontributiontypestype.md)

- [Get a list of advice types](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticadvicetypestype.md)

- [Get a list of options for new business event conducted by](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticconductedby.md)

- [Get a list of options for new business event status](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticnewbusinesseventsstatuses.md)

- [Get a list of options for new business event source of funds](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticsourceoffunds.md)

- [Get a list of Frequency types](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticfrequenciestype.md)

- [Get a list of employee departments](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticdepartments.md)

- [Get a list of crystallisation reasons](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticcrystallisationreasons.md)

- [Get a list of interest types](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticinteresttypes.md)

- [Get a list of property types](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticpropertytypes.md)

- [Get a list of repayment types](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticrepaymenttypes.md)

- [Get a list of repayment methods](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticrepaymentmethods.md)

- [Get a list of term types](https://apidocs.plannrcrm.com/operation/operation-getapiv1statictermtypes.md)

- [Get a list of transfer types](https://apidocs.plannrcrm.com/operation/operation-getapiv1statictransfertypes.md)

- [Get a list of source of premiums](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticsourceofpremiums.md)

- [Get a list of premium payment methods](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticpremiumpaymentmethods.md)

- [Get a list of cover types for the specific plan type.](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticcovertypestype.md)

- [Get a list of file extensions](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticextensions.md)

- [Get a list of all reports](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticreports.md)

- [Get a list of options for client regulatory classifications](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticclientregulatoryclassifications.md)

- [Get a list of all LookupTypes](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticlookuptypes.md)

- [Get a list of all CheckStatuses](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticcheckstatuses.md)

- [Get a list of all CheckOutcomes](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticcheckoutcomes.md)

- [Get a list of all states of health](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticstateofhealth.md)

- [Get a list of all vulnerability types](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticvulnerabilitytypes.md)

- [Get a list of all vulnerability sub-types](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticvulnerabilitysubtypes.md)

- [Get a list of all vulnerability durations](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticvulnerabilitydurations.md)

- [Get a list of all webhook subscription events.](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticwebhooksubscriptionevents.md)

- [Get a list of relationship types with their inverse pairings](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticrelationshiptypes.md)

- [Get a list of all titles](https://apidocs.plannrcrm.com/operation/operation-getapiv1statictitles.md)

- [Get a list of dependant relationship types](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticdependantrelationshiptypes.md)

- [Get a list of portal access statuses](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticportalaccessstatuses.md)

- [Get a list of all RBAC permissions grouped by resource type](https://apidocs.plannrcrm.com/operation/operation-getapiv1staticrbacpermissions.md)


### [Sub Account Portfolios](https://apidocs.plannrcrm.com/group/endpoint-sub-account-portfolios.md)

- [Get all portfolios](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidsubaccountssubaccount_uuidportfolios.md)

- [Create a portfolio](https://apidocs.plannrcrm.com/operation/operation-postapiv1plansplan_uuidsubaccountssubaccount_uuidportfolios.md)

- [Get a portfolio](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidsubaccountssubaccount_uuidportfoliosuuid.md)

- [Update a portfolio](https://apidocs.plannrcrm.com/operation/operation-putapiv1plansplan_uuidsubaccountssubaccount_uuidportfoliosuuid.md)

- [Delete a portfolio](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1plansplan_uuidsubaccountssubaccount_uuidportfoliosuuid.md)


### [Sub Accounts](https://apidocs.plannrcrm.com/group/endpoint-sub-accounts.md)

- [Get all sub accounts](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidsubaccounts.md)

- [Create a sub account](https://apidocs.plannrcrm.com/operation/operation-postapiv1plansplan_uuidsubaccounts.md)

- [Get a sub account](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidsubaccountsuuid.md)

- [Update a sub account](https://apidocs.plannrcrm.com/operation/operation-putapiv1plansplan_uuidsubaccountsuuid.md)

- [Delete a sub account](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1plansplan_uuidsubaccountsuuid.md)


### [Tagging](https://apidocs.plannrcrm.com/group/endpoint-tagging.md)

- [Get all tags](https://apidocs.plannrcrm.com/operation/operation-getapiv1tag.md)

- [Add tags to company](https://apidocs.plannrcrm.com/operation/operation-postapiv1tag.md)

- [Update a tag](https://apidocs.plannrcrm.com/operation/operation-putapiv1taguuid.md)

- [Delete a tag](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1taguuid.md)


### [Task Statuses](https://apidocs.plannrcrm.com/group/endpoint-task-statuses.md)

- [Get all task statuses in a firm](https://apidocs.plannrcrm.com/operation/operation-getapiv1taskstatus.md)

- [Create a task status](https://apidocs.plannrcrm.com/operation/operation-postapiv1taskstatus.md)

- [Get a task status](https://apidocs.plannrcrm.com/operation/operation-getapiv1taskstatustaskstatus_uuid.md)

- [Update a task status](https://apidocs.plannrcrm.com/operation/operation-putapiv1taskstatustaskstatus_uuid.md)

- [Delete a task status](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1taskstatustaskstatus_uuid.md)


### [Tasks](https://apidocs.plannrcrm.com/group/endpoint-tasks.md)

- [Get all tasks on a firm.](https://apidocs.plannrcrm.com/operation/operation-getapiv1task.md)

- [Create a task](https://apidocs.plannrcrm.com/operation/operation-postapiv1task.md)

- [Get a task](https://apidocs.plannrcrm.com/operation/operation-getapiv1taskuuid.md)

- [Update a task](https://apidocs.plannrcrm.com/operation/operation-putapiv1taskuuid.md)

- [Delete a task](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1taskuuid.md)

- [Complete a task](https://apidocs.plannrcrm.com/operation/operation-patchapiv1tasktask_uuidcomplete.md)

- [Archive](https://apidocs.plannrcrm.com/operation/operation-patchapiv1tasktask_uuidarchive.md)

- [Uncomplete a task](https://apidocs.plannrcrm.com/operation/operation-patchapiv1tasktask_uuiduncompletetaskstatus.md)

- [Archive](https://apidocs.plannrcrm.com/operation/operation-patchapiv1tasktask_uuidunarchivetaskstatus_uuid.md)


### [Time Entries](https://apidocs.plannrcrm.com/group/endpoint-time-entries.md)

- [Get all time entries for a circle](https://apidocs.plannrcrm.com/operation/operation-getapiv1circlescircle_uuidalltimeentries.md)

- [Get all time entries for a client](https://apidocs.plannrcrm.com/operation/operation-getapiv1clientclient_uuidalltimeentries.md)

- [Create a time entry](https://apidocs.plannrcrm.com/operation/operation-postapiv1timeentry.md)

- [Get a time entry](https://apidocs.plannrcrm.com/operation/operation-getapiv1timeentryuuid.md)

- [Update a time entry](https://apidocs.plannrcrm.com/operation/operation-putapiv1timeentryuuid.md)

- [Delete a time entry](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1timeentryuuid.md)

- [Get time entries](https://apidocs.plannrcrm.com/operation/operation-getapiv1timeentrytrackable_typetrackable_uuid.md)

- [Stop a time entry](https://apidocs.plannrcrm.com/operation/operation-postapiv1timeentrytimeentry_uuidstop.md)


### [Transaction](https://apidocs.plannrcrm.com/group/endpoint-transaction.md)

- [Get all transactions](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidtransaction.md)

- [Create a transaction](https://apidocs.plannrcrm.com/operation/operation-postapiv1plansplan_uuidtransaction.md)

- [Get a transaction](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidtransactionuuid.md)

- [Update a transaction](https://apidocs.plannrcrm.com/operation/operation-putapiv1plansplan_uuidtransactionuuid.md)

- [Delete a transaction](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1plansplan_uuidtransactionuuid.md)

- [Get a summary of the transaction schedules](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidtransactionschedulesummary.md)

- [Get all transaction schedules](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidtransactionschedule.md)

- [Create a transaction schedule](https://apidocs.plannrcrm.com/operation/operation-postapiv1plansplan_uuidtransactionschedule.md)

- [Get a transaction schedule](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidtransactionscheduletransactionschedule_uuid.md)

- [Update a transaction schedule](https://apidocs.plannrcrm.com/operation/operation-putapiv1plansplan_uuidtransactionscheduletransactionschedule_uuid.md)

- [Delete a transaction schedule](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1plansplan_uuidtransactionscheduletransactionschedule_uuid.md)


### [Transactions (v2)](https://apidocs.plannrcrm.com/group/endpoint-transactions-v2.md)

- [Get all transactions](https://apidocs.plannrcrm.com/operation/operation-getapiv2transactions.md)


### [User Management](https://apidocs.plannrcrm.com/group/endpoint-user-management.md)

- [Get the authenticated user](https://apidocs.plannrcrm.com/operation/operation-getapiv1me.md)

- [Get all logins for the authenticated user](https://apidocs.plannrcrm.com/operation/operation-getapiv1logins.md)

- [List all fact-find passes for the user](https://apidocs.plannrcrm.com/operation/operation-getapiv1factfindpassesfactfindrequest_uuid.md)

- [Remotely revoke an integration](https://apidocs.plannrcrm.com/operation/operation-postapiv1integrationspassportclient_idrevoke.md)


### [Valuations](https://apidocs.plannrcrm.com/group/endpoint-valuations.md)

- [Create a valuation](https://apidocs.plannrcrm.com/operation/operation-postapiv1plansplan_uuidsubaccountssubaccount_uuidvaluations.md)

- [Get a valuation](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidsubaccountssubaccount_uuidvaluationsuuid.md)

- [Update a valuation](https://apidocs.plannrcrm.com/operation/operation-putapiv1plansplan_uuidsubaccountssubaccount_uuidvaluationsuuid.md)

- [Delete a valuation](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1plansplan_uuidsubaccountssubaccount_uuidvaluationsuuid.md)

- [Get all valuations](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidvaluationssubaccount.md)


### [Valuations (V2)](https://apidocs.plannrcrm.com/group/endpoint-valuations-v2.md)

- [Bulk insert valuations](https://apidocs.plannrcrm.com/operation/operation-postapiv2valuationsbulk.md)


### [Webhook Subscriptions](https://apidocs.plannrcrm.com/group/endpoint-webhook-subscriptions.md)

- [Get all webhook subscriptions](https://apidocs.plannrcrm.com/operation/operation-getapiv2webhooksubscriptions.md)

- [Create a webhook subscription](https://apidocs.plannrcrm.com/operation/operation-postapiv2webhooksubscriptions.md)

- [Get a webhook subscription](https://apidocs.plannrcrm.com/operation/operation-getapiv2webhooksubscriptionsuuid.md)

- [Update a webhook subscription](https://apidocs.plannrcrm.com/operation/operation-putapiv2webhooksubscriptionsuuid.md)

- [Delete a webhook subscription](https://apidocs.plannrcrm.com/operation/operation-deleteapiv2webhooksubscriptionsuuid.md)

- [Get all calls made to a given webhook subscription](https://apidocs.plannrcrm.com/operation/operation-getapiv2webhooksubscriptionswebhooksubscription_uuidcalls.md)

- [Retry the existing Webhook Call](https://apidocs.plannrcrm.com/operation/operation-postapiv2webhooksubscriptionscallsoutgoingwebhookcall_uuidretry.md)


### [Withdrawals](https://apidocs.plannrcrm.com/group/endpoint-withdrawals.md)

- [Create a withdrawal [DEPRECATED: Use transaction routes]](https://apidocs.plannrcrm.com/operation/operation-postapiv1plansplan_uuidsubaccountssubaccount_uuidwithdrawals.md)

- [Get a withdrawal [DEPRECATED: Use transaction routes]](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidsubaccountssubaccount_uuidwithdrawalsuuid.md)

- [Update a withdrawal [DEPRECATED: Use transaction routes]](https://apidocs.plannrcrm.com/operation/operation-putapiv1plansplan_uuidsubaccountssubaccount_uuidwithdrawalsuuid.md)

- [Delete a withdrawal [DEPRECATED: Use transaction routes]](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1plansplan_uuidsubaccountssubaccount_uuidwithdrawalsuuid.md)

- [Get all withdrawals [DEPRECATED: Use transaction routes]](https://apidocs.plannrcrm.com/operation/operation-getapiv1plansplan_uuidwithdrawalssubaccount.md)


### [Workflows](https://apidocs.plannrcrm.com/group/endpoint-workflows.md)

- [Get all workflows](https://apidocs.plannrcrm.com/operation/operation-getapiv1workflow.md)

- [Create a workflow](https://apidocs.plannrcrm.com/operation/operation-postapiv1workflow.md)

- [Get a workflow](https://apidocs.plannrcrm.com/operation/operation-getapiv1workflowuuid.md)

- [Update a workflow](https://apidocs.plannrcrm.com/operation/operation-putapiv1workflowuuid.md)

- [Delete a workflow](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1workflowuuid.md)

- [Render a tree of the structure of the workflow.](https://apidocs.plannrcrm.com/operation/operation-getapiv1workflowworkflow_uuidtree.md)

- [Render breadcrumbs of the structure of the workflow.](https://apidocs.plannrcrm.com/operation/operation-getapiv1workflowworkflow_uuidbreadcrumbs.md)

- [Get all workflow tasks](https://apidocs.plannrcrm.com/operation/operation-getapiv1workflowworkflow_uuidtask.md)

- [Create a workflow task](https://apidocs.plannrcrm.com/operation/operation-postapiv1workflowworkflow_uuidtask.md)

- [Get a workflow task](https://apidocs.plannrcrm.com/operation/operation-getapiv1workflowworkflow_uuidtaskworkflowtask_uuid.md)

- [Update a workflow task](https://apidocs.plannrcrm.com/operation/operation-putapiv1workflowworkflow_uuidtaskworkflowtask_uuid.md)

- [Delete a workflow task](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1workflowworkflow_uuidtaskworkflowtask_uuid.md)

- [Add a participant to the workflow task](https://apidocs.plannrcrm.com/operation/operation-postapiv1workflowworkflow_uuidtaskworkflowtask_uuidparticipants.md)

- [Remove a participant from a workflow task](https://apidocs.plannrcrm.com/operation/operation-deleteapiv1workflowworkflow_uuidtaskworkflowtask_uuidparticipants.md)

- [Run a workflow](https://apidocs.plannrcrm.com/operation/operation-postapiv1workflowworkflow_uuidrun.md)




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