Get all bank accounts

GET /api/v2/bank-accounts
Personal access token & O auth2

This endpoint will return all bank accounts in the firm relevant to the user accessing them.

Query parameters

  • include string

    Comma separated list of relationships to include in the response. Valid relationships are [accounts].

  • filter[uuid] string

    Filter by a comma separated list of UUIDs.

  • filter[account_uuids] string

    Filter by a comma separated list of account UUIDs.

  • filter[circle_uuids] string

    Filter by a comma separated list of circle UUIDs.

  • filter[account_name] string

    Filter by name.

  • sort string

    Field to sort by. Valid fields are [created_at, updated_at, account_name]. Negative sign to denote DESC. Defaults to 'created_at'.

  • 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
GET /api/v2/bank-accounts 
curl \
 --request GET 'https://api.plannrcrm.com/api/v2/bank-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": [
    {
      "uuid": "96ddf3b3-7cc9-4804-832e-c7cdbc8dbbff",
      "accounts": {
        "name": "Gareth Thompson",
        "role": "client",
        "type": "client",
        "uuid": "d0f60ff0-4214-4937-9197-78bdde549f1e",
        "email": "gareth@codepotato.co.uk",
        "last_name": "Thompson",
        "photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
        "created_at": "2025-05-29T16:20:15+01:00",
        "first_name": "Gareth",
        "updated_at": "2025-05-29T16:20:15+01:00",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
      },
      "sort_code": "123456",
      "created_at": "2025-05-29T16:20:15+01:00",
      "updated_at": "2025-05-29T16:20:15+01:00",
      "account_name": "Savings Account",
      "account_number": "12345678"
    }
  ]
}