Get all shared accounts the client belongs to.

GET /api/v1/client/{client}/shared-accounts

Personal access token & O auth2

Headers

Path parameters

client string Required

Query parameters

include string

Comma separated list of relationships to include in the response. Valid relationships are [groups, tags, owners].
filter[uuid] string

Filter by a comma separated list of UUIDs.
sort string

Field to sort by. Valid fields are [created_at, updated_at, first_name, last_name, email]. Negative sign to denote DESC. Defaults to 'last_name'.
per_page integer

Number of results to return with pagination (Default 15. Max 500).

Responses

200 application/json
Hide response attribute Show response attribute object
- data array[object]

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": "506b0aac-6002-4683-a0a0-e995e9b6b5b1",
        "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": "2025-04-02T13:27:55+01:00",
        "updated_at": "2025-04-02T13:27:55+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": "a4e750c7-55a5-4833-9e16-f15b2e8b5689",
          "colour": "#ef4582",
          "created_at": "2025-04-02T13:27:55+01:00",
          "updated_at": "2025-04-02T13:27:55+01:00"
        }
      ],
      "type": "client",
      "uuid": "40cbbf9a-957f-4d24-af5e-c4e1f4b84ed4",
      "email": "gareth@codepotato.co.uk",
      "groups": [
        {
          "name": "finance",
          "slug": "finance",
          "uuid": "f4f85017-13c9-4fe9-9ff2-5b26a20c90c3",
          "created_at": "2025-04-02T13:27:55+01:00",
          "updated_at": "2025-04-02T13:27:55+01:00",
          "participants": {
            "name": {
              "example": "Gareth Thompson",
              "description": "Name of the account"
            },
            "role": {
              "example": "client",
              "description": "Role of the account"
            },
            "uuid": {
              "example": "f9e18d53-f1b7-49b2-86c2-fe063c183acc",
              "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": "c2ab6ca8-3cf8-4de0-b6f7-4cb7bc378585",
          "email": "gareth@codepotato.co.uk",
          "groups": "App\\Http\\Resources\\GroupResource",
          "owners": "App\\Http\\Resources\\AccountResource",
          "last_name": "Thompson",
          "created_at": "2025-04-02T13:27:55+01:00",
          "first_name": "Gareth",
          "updated_at": "2025-04-02T13:27:55+01:00",
          "with_login": true,
          "inactive_at": "2025-04-02",
          "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": "2025-04-02T13:27:55+01:00",
          "has_joint_account": true,
          "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
          "first_contact_date": "2025-04-02T13:27:55+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": "2025-04-02T13:27:55+01:00",
          "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
          "assigned_administrator": "App\\Http\\Resources\\AccountResource",
          "anniversary_review_date": "2025-04-02T13:27:55+01:00"
        }
      ],
      "last_name": "Thompson",
      "created_at": "2025-04-02T13:27:55+01:00",
      "first_name": "Gareth",
      "updated_at": "2025-04-02T13:27:55+01:00",
      "with_login": true,
      "inactive_at": "2025-04-02",
      "custom_fields": [
        {
          "name": "Favourite Drink",
          "type": "string",
          "uuid": "abbf2786-807d-4e80-bab9-cb6181aa15f2",
          "value": "Coffee",
          "help_text": "This is the client's favourite drink.",
          "reference": "favourite_drink",
          "created_at": "2025-04-02T13:27:55+01:00",
          "updated_at": "2025-04-02T13:27:55+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": "2e060287-afcd-44df-8c85-202ebee35ccd",
        "email": "gareth@codepotato.co.uk",
        "groups": "App\\Http\\Resources\\GroupResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "last_name": "Thompson",
        "created_at": "2025-04-02T13:27:55+01:00",
        "first_name": "Gareth",
        "updated_at": "2025-04-02T13:27:55+01:00",
        "with_login": true,
        "inactive_at": "2025-04-02",
        "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": "2025-04-02T13:27:55+01:00",
        "has_joint_account": true,
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "first_contact_date": "2025-04-02T13:27:55+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": "2025-04-02T13:27:55+01:00",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "anniversary_review_date": "2025-04-02T13:27:55+01:00"
      },
      "primary_email": {
        "name": "Work number",
        "type": "phone_number",
        "uuid": "e8bb039e-845f-410d-b122-f94cd8b413ac",
        "value": "+443330903630",
        "accounts": "App\\Http\\Resources\\AccountResource",
        "created_at": "2025-04-02T13:27:55+01:00",
        "updated_at": "2025-04-02T13:27:55+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": "09780789-07a0-40a9-bc6e-196222f4df8c",
        "email": "gareth@codepotato.co.uk",
        "groups": "App\\Http\\Resources\\GroupResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "last_name": "Thompson",
        "created_at": "2025-04-02T13:27:55+01:00",
        "first_name": "Gareth",
        "updated_at": "2025-04-02T13:27:55+01:00",
        "with_login": true,
        "inactive_at": "2025-04-02",
        "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": "2025-04-02T13:27:55+01:00",
        "has_joint_account": true,
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "first_contact_date": "2025-04-02T13:27:55+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": "2025-04-02T13:27:55+01:00",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "anniversary_review_date": "2025-04-02T13:27:55+01:00"
      },
      "next_review_date": "2025-04-02T13:27:55+01:00",
      "has_joint_account": true,
      "current_time_entry": {
        "name": "Research",
        "uuid": "af59588a-5d72-42aa-a0b6-e47792490241",
        "account": "App\\Http\\Resources\\MinimalAccountResource",
        "end_date": "2025-04-02T13:05:55+01:00",
        "is_active": true,
        "trackable": "App\\Http\\Resources\\MinimalAccountResource",
        "created_at": "2025-04-02T13:27:55+01:00",
        "start_date": "2025-04-02T12:37:55+01:00",
        "updated_at": "2025-04-02T13:27:55+01:00",
        "description": "This is a description.",
        "trackable_type": "Client",
        "total_time_in_minutes": 28,
        "computed_time_elapsed_in_seconds": 1680
      },
      "first_contact_date": "2025-04-02T13:27:55+01:00",
      "external_references": [
        {
          "uuid": "c08b6f7f-7daf-4ade-868e-aedaadfc78df",
          "reference": "AB123456",
          "created_at": "2025-04-02T13:27:55+01:00",
          "updated_at": "2025-04-02T13:27:55+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": "a6cdfd7f-47b2-4d5b-b4a2-0ef3f2303e6e",
        "email": "gareth@codepotato.co.uk",
        "groups": "App\\Http\\Resources\\GroupResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "last_name": "Thompson",
        "created_at": "2025-04-02T13:27:55+01:00",
        "first_name": "Gareth",
        "updated_at": "2025-04-02T13:27:55+01:00",
        "with_login": true,
        "inactive_at": "2025-04-02",
        "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": "2025-04-02T13:27:55+01:00",
        "has_joint_account": true,
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "first_contact_date": "2025-04-02T13:27:55+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": "2025-04-02T13:27:55+01:00",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "anniversary_review_date": "2025-04-02T13:27:55+01:00"
      },
      "joint_account_circle": {
        "name": "Jones Family",
        "uuid": "7288c947-5e1d-46f0-83eb-de71daab6dc2",
        "groups": "App\\Http\\Resources\\GroupResource",
        "accounts": "App\\Http\\Resources\\MinimalAccountResource",
        "created_at": "2025-04-02T13:27:55+01:00",
        "updated_at": "2025-04-02T13:27:55+01:00",
        "joint_account_uuid": "1622587f-8b14-47c9-8418-3989c814d4a3"
      },
      "ownership_percentage": 100,
      "previous_review_date": "2025-04-02T13:27:55+01:00",
      "primary_phone_number": {
        "name": "Work number",
        "type": "phone_number",
        "uuid": "72e523f8-909f-4b64-861b-29029bbd7dc1",
        "value": "+443330903630",
        "accounts": "App\\Http\\Resources\\AccountResource",
        "created_at": "2025-04-02T13:27:55+01:00",
        "updated_at": "2025-04-02T13:27:55+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": "c0fda245-ab5e-4e62-aefb-ef0d5ce066d6",
        "email": "gareth@codepotato.co.uk",
        "groups": "App\\Http\\Resources\\GroupResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "last_name": "Thompson",
        "created_at": "2025-04-02T13:27:55+01:00",
        "first_name": "Gareth",
        "updated_at": "2025-04-02T13:27:55+01:00",
        "with_login": true,
        "inactive_at": "2025-04-02",
        "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": "2025-04-02T13:27:55+01:00",
        "has_joint_account": true,
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "first_contact_date": "2025-04-02T13:27:55+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": "2025-04-02T13:27:55+01:00",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "anniversary_review_date": "2025-04-02T13:27:55+01:00"
      },
      "anniversary_review_date": "2025-04-02T13:27:55+01:00"
    }
  ]
}