Get all shared accounts the client belongs to.
GET
/api/v1/client/{client}/shared-accounts
curl \
--request GET 'https://api.plannrcrm.com/api/v1/client/client/shared-accounts' \
--header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
--header "Content-Type: application/json" \
--header "Accept: application/json" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
"data": [
{
"firm": {
"tax": 17.5,
"logo": "https://api.plannrcrm.com/images/plannr.jpg",
"name": "Codepotato",
"slug": "codepotato",
"uuid": "f8e2c3e9-d6dc-4e7a-ae82-e8264f7d3097",
"county": "Hampshire",
"billing": {
"invoice_email": "gareth@codepotato.co.uk",
"invoice_county": "Hampshire",
"invoice_country": "United Kingdom",
"invoice_postcode": "PO7 7YH",
"invoice_address_1": "Suite E, 5 The Briars",
"invoice_address_2": "Waterberry Drive",
"invoice_town_city": "Waterlooville"
},
"country": "United Kingdom",
"postcode": "PO7 7YH",
"address_1": "Suite E, 5 The Briars",
"address_2": "Waterberry Drive",
"logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
"month_end": 25,
"town_city": "Waterlooville",
"created_at": "2025-04-22T13:44:17+01:00",
"updated_at": "2025-04-22T13:44:17+01:00",
"ip_whitelist": [
"192.168.0.1",
"127.0.0.1"
],
"brand_colours": {
"sidebar_text": "#ffffff",
"sidebar_hover": "#0A0A42",
"email_sub_text": "#ffffff",
"sidebar_accent": "#36367E",
"sidebar_active": "#53DBB8",
"email_background": "#0E0E56",
"email_button_text": "#ffffff",
"sidebar_background": "#0E0E56",
"sidebar_title_primary": "#FFC634",
"email_button_background": "#36367E",
"sidebar_title_secondary": "#ffffff",
"sidebar_title_background": "#36367E",
"email_logo_background_panel": "#36367E",
"sidebar_title_secondary_hover": "#ffffff"
},
"is_subscribed": true,
"regulatory_text": "Regulatory text",
"addon_subscriptions": "App\\Http\\Resources\\Addons\\AddonSubscriptionResource",
"statement_frequency": "monthly",
"task_board_template": "App\\Http\\Resources\\Board\\BoardResource",
"keep_deleted_files_for": 30,
"welcome_paragraph_html": "<h1>Welcome.</h1>",
"email_welcome_paragraph_html": "Welcome to Plannr!",
"show_fact_find_illustrations": true
},
"name": "Gareth Thompson",
"role": "client",
"tags": [
{
"name": "Mortgage",
"slug": "mortgage",
"uuid": "53f6b709-d348-42d4-b0c9-45284a65b48e",
"colour": "#ef4582",
"created_at": "2025-04-22T13:44:17+01:00",
"updated_at": "2025-04-22T13:44:17+01:00"
}
],
"type": "client",
"uuid": "53e39b5f-6760-4e96-9d86-80c477c98c1f",
"email": "gareth@codepotato.co.uk",
"groups": [
{
"name": "finance",
"slug": "finance",
"uuid": "6ccaab0a-f5d4-44c1-8de7-e3929e79235a",
"created_at": "2025-04-22T13:44:17+01:00",
"updated_at": "2025-04-22T13:44:17+01:00",
"participants": {
"name": {
"example": "Gareth Thompson",
"description": "Name of the account"
},
"role": {
"example": "client",
"description": "Role of the account"
},
"uuid": {
"example": "b2eebf84-2ad7-4ba1-a074-fddce94a6ac5",
"description": "UUID of the account"
},
"email": {
"example": "gareth@codepotato.co.uk",
"description": "Email of the account"
},
"last_name": {
"example": "Thompson",
"description": "Last name of the account"
},
"first_name": {
"example": "Gareth",
"description": "First name of the account"
}
},
"participants_count": "3"
}
],
"owners": [
{
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "832fc44e-78ba-4989-9055-5deda258a83e",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2025-04-22T13:44:17+01:00",
"first_name": "Gareth",
"updated_at": "2025-04-22T13:44:17+01:00",
"with_login": true,
"inactive_at": "2025-04-22",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-04-22T13:44:17+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-04-22T13:44:17+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2025-04-22T13:44:17+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-04-22T13:44:17+01:00"
}
],
"last_name": "Thompson",
"created_at": "2025-04-22T13:44:17+01:00",
"first_name": "Gareth",
"updated_at": "2025-04-22T13:44:17+01:00",
"with_login": true,
"inactive_at": "2025-04-22",
"custom_fields": [
{
"name": "Favourite Drink",
"type": "string",
"uuid": "9b33d460-ba1c-4843-b039-2be0c00be986",
"value": "Coffee",
"help_text": "This is the client's favourite drink.",
"reference": "favourite_drink",
"created_at": "2025-04-22T13:44:17+01:00",
"updated_at": "2025-04-22T13:44:17+01:00",
"is_required": false,
"selection_options": [
"Coffee",
"Tea",
"Water"
]
}
],
"introduced_by": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "25a661ce-8854-4bcd-9d01-a25c444e04e3",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2025-04-22T13:44:17+01:00",
"first_name": "Gareth",
"updated_at": "2025-04-22T13:44:17+01:00",
"with_login": true,
"inactive_at": "2025-04-22",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-04-22T13:44:17+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-04-22T13:44:17+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2025-04-22T13:44:17+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-04-22T13:44:17+01:00"
},
"primary_email": {
"name": "Work number",
"type": "phone_number",
"uuid": "2751d51b-9162-4db8-b7e2-4e11804a635b",
"value": "+443330903630",
"accounts": "App\\Http\\Resources\\AccountResource",
"created_at": "2025-04-22T13:44:17+01:00",
"updated_at": "2025-04-22T13:44:17+01:00",
"phone_number_meta": {
"country": "GB",
"formatted": "0333 090 3630"
}
},
"can_be_deleted": "false",
"assigned_adviser": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "b651154e-3647-4cb3-b362-d8b2648a946c",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2025-04-22T13:44:17+01:00",
"first_name": "Gareth",
"updated_at": "2025-04-22T13:44:17+01:00",
"with_login": true,
"inactive_at": "2025-04-22",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-04-22T13:44:17+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-04-22T13:44:17+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2025-04-22T13:44:17+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-04-22T13:44:17+01:00"
},
"next_review_date": "2025-04-22T13:44:17+01:00",
"has_joint_account": true,
"current_time_entry": {
"name": "Research",
"uuid": "c5e5d6b6-b578-4b33-8e94-c0017e636eef",
"account": "App\\Http\\Resources\\MinimalAccountResource",
"end_date": "2025-04-22T13:22:17+01:00",
"is_active": true,
"trackable": "App\\Http\\Resources\\MinimalAccountResource",
"created_at": "2025-04-22T13:44:17+01:00",
"start_date": "2025-04-22T12:54:17+01:00",
"updated_at": "2025-04-22T13:44:17+01:00",
"description": "This is a description.",
"trackable_type": "Client",
"total_time_in_minutes": 28,
"computed_time_elapsed_in_seconds": 1680
},
"first_contact_date": "2025-04-22T13:44:17+01:00",
"external_references": [
{
"uuid": "6352d3c0-4c83-4bce-9655-05f27854abff",
"reference": "AB123456",
"created_at": "2025-04-22T13:44:17+01:00",
"updated_at": "2025-04-22T13:44:17+01:00",
"third_party": "nucleus"
}
],
"assigned_paraplanner": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "4fc26d15-ae1a-43c1-a173-c5e10da8cf46",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2025-04-22T13:44:17+01:00",
"first_name": "Gareth",
"updated_at": "2025-04-22T13:44:17+01:00",
"with_login": true,
"inactive_at": "2025-04-22",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-04-22T13:44:17+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-04-22T13:44:17+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2025-04-22T13:44:17+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-04-22T13:44:17+01:00"
},
"joint_account_circle": {
"name": "Jones Family",
"uuid": "82929e1c-d957-43ca-b224-5518be0adbf9",
"groups": "App\\Http\\Resources\\GroupResource",
"accounts": "App\\Http\\Resources\\MinimalAccountResource",
"created_at": "2025-04-22T13:44:17+01:00",
"updated_at": "2025-04-22T13:44:17+01:00",
"joint_account_uuid": "aa59fd9c-cedf-4a92-91bd-44602e7ef5d0"
},
"ownership_percentage": 100,
"previous_review_date": "2025-04-22T13:44:17+01:00",
"primary_phone_number": {
"name": "Work number",
"type": "phone_number",
"uuid": "8fbca1d3-508d-4f1e-b628-aaca9299e7b1",
"value": "+443330903630",
"accounts": "App\\Http\\Resources\\AccountResource",
"created_at": "2025-04-22T13:44:17+01:00",
"updated_at": "2025-04-22T13:44:17+01:00",
"phone_number_meta": {
"country": "GB",
"formatted": "0333 090 3630"
}
},
"assigned_administrator": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "524376d2-b164-4bc2-a7e5-d0ec6b4fedd7",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2025-04-22T13:44:17+01:00",
"first_name": "Gareth",
"updated_at": "2025-04-22T13:44:17+01:00",
"with_login": true,
"inactive_at": "2025-04-22",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-04-22T13:44:17+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-04-22T13:44:17+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2025-04-22T13:44:17+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-04-22T13:44:17+01:00"
},
"anniversary_review_date": "2025-04-22T13:44:17+01:00"
}
]
}