Get all accounts

GET /api/v1/account

Headers

  • X-PLANNR-ACCOUNT-UUID string

Query parameters

  • sort string

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

  • include string

    Comma separated list of relationships to include in the response. Valid relationships are [primary_phone_number, primary_email, primary_address, assigned_adviser, assigned_administrator, assigned_paraplanner, groups, tags, owners, custom_fields, external_references, charge_split_schema].

  • filter[uuid] string

    Filter accounts by a comma separated list of account UUIDs.

  • filter[exclude_uuid] string

    Exclude accounts by a comma separated list of account UUIDs.

  • filter[name] string

    Filter accounts by name. This is a partial match against first_name, last_name, and entity_name together.

  • filter[ni_number] string

    Comma separated list of partial National Insurance Numbers to filter by.

  • filter[date_of_birth] string

    Filter by date of birth with an operator.

  • filter[email] string

    (Deprecated! Please use primary_email) Filter accounts that have an email with a partial match.

  • filter[primary_email] string

    Filter accounts with a given primary email. Performs a partial match.

  • filter[primary_phone_number] string

    Filter accounts with a given primary phone number. Performs a partial match.

  • filter[status] string

    Filter client status by partial names or uuid's

  • filter[is_prospect] boolean

    Get accounts with this is_prospect value

  • filter[is_child] string

    affects whether to include accounts based on the child account flag. Valid options are "exclude", "include", "only". (default: "include")

  • filter[inactive_after] string

    Get accounts set to inactive after this date

  • filter[inactive_before] string

    Get accounts set to inactive before this date

  • filter[role] string

    Comma separated string to filter by different account roles. Valid types are [individual, joint, trust, business,member,owner,admin,introducer].

  • filter[type] string

    Comma separated string to filter by different account types. Valid types are [client,employee,external].

  • filter[created_after] string

    Date to filter when the accounts was created after.

  • filter[created_before] string

    Date to filter when the accounts was created before.

  • filter[custom_field:REFERENCE] string

    Filter by a accounts custom field. Example filter[custom_field:pet_name]='Doug'

  • filter[tags] string

    Comma separated list of tag names or tag UUIDs.

  • filter[groups] string

    Comma separated list of partial groups names or group UUIDs.

  • filter[departments] string

    Comma separated list of departments the employee is in.

  • filter[exclude_groups] string

    Provide a group UUID (or multiple as a comma-separated string) to filter accounts within the provided groups out from the response.

  • filter[introduced_by] string

    filter clients that have been introduced by this introducer account, expects introducer account uuid, can accept multiple,

  • filter[linked_to] string

    Filter to clients that have been linked to the account given. This will also return the requested account.

  • filter[include] string

    Comma separated list of employee account UUIDs that should always be returned no matter what other filters are applied.

  • filter[has_login] boolean

    Filter accounts that have an active login

  • filter[assigned_adviser_uuids] string

    Comma separated list of UUIDS to filter accounts who have the provided adviser account UUIDs

  • filter[assigned_administrator_uuids] string

    Comma separated list of UUIDS to filter accounts who have the provided administrator account UUIDs

  • filter[assigned_paraplanner_uuids] string

    Comma separated list of UUIDS to filter accounts who have the provided paraplanner account UUIDs

  • 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]
      Hide data attributes Show data attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • role string
      • first_name string
      • last_name string
      • name string
      • email string
      • photo_url string
      • firm object
        Hide firm attributes Show firm attributes object
        • uuid string
        • created_at string
        • updated_at string
        • name string
        • slug string
        • address_1 string
        • address_2 string
        • town_city string
        • county string
        • postcode string
        • country string
        • regulatory_text string
        • logo_icon string
        • brand_colours object
          Hide brand_colours attributes Show brand_colours attributes object
          • sidebar_background string
          • sidebar_accent string
          • sidebar_text string
          • sidebar_hover string
          • sidebar_active string
          • sidebar_title_background string
          • sidebar_title_primary string
          • sidebar_title_secondary string
          • sidebar_title_secondary_hover string
          • email_background string
          • email_logo_background_panel string
          • email_sub_text string
          • email_button_background string
          • email_button_text string
          • portal_sidebar_button_background string
          • portal_sidebar_button_hover string
          • portal_sidebar_button_active string
          • portal_brand_title string
          • portal_brand_sub_title string
          • portal_sidebar_title string
          • portal_sidebar_text string
          • portal_sidebar_text_hover string
          • portal_sidebar_text_active string
          • portal_sidebar_icon string
          • portal_sidebar_icon_hover string
          • portal_sidebar_icon_active string
          • portal_background string
          • portal_sidebar_account_title string
          • portal_account_email string
          • portal_sidebar_divider string
          • portal_dashboard_bg_one string
          • portal_dashboard_bg_two string
        • is_subscribed boolean
        • addon_subscriptions string
        • keep_deleted_files_for integer
        • tax number
        • month_end integer
        • statement_frequency string
        • billing object
          Hide billing attributes Show billing attributes object
          • invoice_address_1 string
          • invoice_address_2 string
          • invoice_town_city string
          • invoice_county string
          • invoice_postcode string
          • invoice_country string
          • invoice_email string
        • task_board_template string
        • ip_whitelist array[string]
        • welcome_paragraph_html string
        • email_welcome_paragraph_html string
        • show_fact_find_illustrations boolean
      • primary_phone_number object
        Hide primary_phone_number attributes Show primary_phone_number attributes object
        • uuid string
        • created_at string
        • updated_at string
        • type string
        • name string
        • value string
        • phone_number_meta object
          Hide phone_number_meta attributes Show phone_number_meta attributes object
          • country string
          • formatted string
        • accounts string
      • primary_email object
        Hide primary_email attributes Show primary_email attributes object
        • uuid string
        • created_at string
        • updated_at string
        • type string
        • name string
        • value string
        • phone_number_meta object
          Hide phone_number_meta attributes Show phone_number_meta attributes object
          • country string
          • formatted string
        • accounts string
      • current_time_entry object
        Hide current_time_entry attributes Show current_time_entry attributes object
        • uuid string
        • created_at string
        • updated_at string
        • name string
        • description string
        • trackable_type string
        • trackable string
        • start_date string
        • end_date string
        • is_active boolean
        • total_time_in_minutes integer
        • computed_time_elapsed_in_seconds integer
        • account string
      • assigned_adviser object
        Hide assigned_adviser attributes Show assigned_adviser attributes object
        • uuid string
        • created_at string
        • updated_at string
        • type string
        • role string
        • first_name string
        • last_name string
        • name string
        • email string
        • photo_url string
        • firm string
        • primary_phone_number string
        • primary_email string
        • current_time_entry string
        • assigned_adviser string
        • assigned_administrator string
        • assigned_paraplanner string
        • introduced_by string
        • groups string
        • tags string
        • owners string
        • first_contact_date string
        • next_review_date string
        • previous_review_date string
        • anniversary_review_date string
        • with_login boolean
        • has_joint_account boolean
        • can_be_deleted string
        • joint_account_circle string
        • circles string
        • ownership_percentage integer
        • inactive_at string
        • custom_fields string
        • external_references string
      • assigned_administrator object
        Hide assigned_administrator attributes Show assigned_administrator attributes object
        • uuid string
        • created_at string
        • updated_at string
        • type string
        • role string
        • first_name string
        • last_name string
        • name string
        • email string
        • photo_url string
        • firm string
        • primary_phone_number string
        • primary_email string
        • current_time_entry string
        • assigned_adviser string
        • assigned_administrator string
        • assigned_paraplanner string
        • introduced_by string
        • groups string
        • tags string
        • owners string
        • first_contact_date string
        • next_review_date string
        • previous_review_date string
        • anniversary_review_date string
        • with_login boolean
        • has_joint_account boolean
        • can_be_deleted string
        • joint_account_circle string
        • circles string
        • ownership_percentage integer
        • inactive_at string
        • custom_fields string
        • external_references string
      • assigned_paraplanner object
        Hide assigned_paraplanner attributes Show assigned_paraplanner attributes object
        • uuid string
        • created_at string
        • updated_at string
        • type string
        • role string
        • first_name string
        • last_name string
        • name string
        • email string
        • photo_url string
        • firm string
        • primary_phone_number string
        • primary_email string
        • current_time_entry string
        • assigned_adviser string
        • assigned_administrator string
        • assigned_paraplanner string
        • introduced_by string
        • groups string
        • tags string
        • owners string
        • first_contact_date string
        • next_review_date string
        • previous_review_date string
        • anniversary_review_date string
        • with_login boolean
        • has_joint_account boolean
        • can_be_deleted string
        • joint_account_circle string
        • circles string
        • ownership_percentage integer
        • inactive_at string
        • custom_fields string
        • external_references string
      • introduced_by object
        Hide introduced_by attributes Show introduced_by attributes object
        • uuid string
        • created_at string
        • updated_at string
        • type string
        • role string
        • first_name string
        • last_name string
        • name string
        • email string
        • photo_url string
        • firm string
        • primary_phone_number string
        • primary_email string
        • current_time_entry string
        • assigned_adviser string
        • assigned_administrator string
        • assigned_paraplanner string
        • introduced_by string
        • groups string
        • tags string
        • owners string
        • first_contact_date string
        • next_review_date string
        • previous_review_date string
        • anniversary_review_date string
        • with_login boolean
        • has_joint_account boolean
        • can_be_deleted string
        • joint_account_circle string
        • circles string
        • ownership_percentage integer
        • inactive_at string
        • custom_fields string
        • external_references string
      • groups array[object]
        Hide groups attributes Show groups attributes object
        • uuid string
        • name string
        • slug string
        • participants_count string
        • participants object
          Hide participants attributes Show participants attributes object
          • uuid object
            Hide uuid attributes Show uuid attributes object
            • example string
            • description string
          • role object
            Hide role attributes Show role attributes object
            • example string
            • description string
          • first_name object
            Hide first_name attributes Show first_name attributes object
            • example string
            • description string
          • last_name object
            Hide last_name attributes Show last_name attributes object
            • example string
            • description string
          • name object
            Hide name attributes Show name attributes object
            • example string
            • description string
          • email object
            Hide email attributes Show email attributes object
            • example string
            • description string
        • created_at string
        • updated_at string
      • tags array[object]
        Hide tags attributes Show tags attributes object
        • uuid string
        • created_at string
        • updated_at string
        • name string
        • slug string
        • colour string
      • owners array[object]
        Hide owners attributes Show owners attributes object
        • uuid string
        • created_at string
        • updated_at string
        • type string
        • role string
        • first_name string
        • last_name string
        • name string
        • email string
        • photo_url string
        • firm string
        • primary_phone_number string
        • primary_email string
        • current_time_entry string
        • assigned_adviser string
        • assigned_administrator string
        • assigned_paraplanner string
        • introduced_by string
        • groups string
        • tags string
        • owners string
        • first_contact_date string
        • next_review_date string
        • previous_review_date string
        • anniversary_review_date string
        • with_login boolean
        • has_joint_account boolean
        • can_be_deleted string
        • joint_account_circle string
        • circles string
        • ownership_percentage integer
        • inactive_at string
        • custom_fields string
        • external_references string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle object
        Hide joint_account_circle attributes Show joint_account_circle attributes object
        • uuid string
        • created_at string
        • updated_at string
        • name string
        • photo_url string
        • bg_colour string
        • accounts string
        • groups string
        • joint_account_uuid string
        • external_references string
      • circles array[object]
        Hide circles attributes Show circles attributes object
        • uuid string
        • created_at string
        • updated_at string
        • name string
        • photo_url string
        • bg_colour string
        • accounts string
        • groups string
        • joint_account_uuid string
        • external_references string
      • ownership_percentage integer
      • inactive_at string
      • custom_fields array[object]
        Hide custom_fields attributes Show custom_fields attributes object
        • uuid string
        • created_at string
        • updated_at string
        • type string
        • name string
        • reference string
        • is_required boolean
        • value string
        • selection_options array[string]
        • help_text string
      • external_references array[object]
        Hide external_references attributes Show external_references attributes object
        • uuid string
        • created_at string
        • updated_at string
        • third_party string
        • reference string
GET /api/v1/account
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/account' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --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": "a820a5c4-756e-4223-8ef4-56703cf331f5",
        "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": "2025-08-07T13:41:38+01:00",
        "updated_at": "2025-08-07T13:41:38+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",
          "portal_background": "#f6f6f6",
          "portal_brand_title": "#323b4b",
          "sidebar_background": "#0E0E56",
          "portal_sidebar_icon": "#828994",
          "portal_sidebar_text": "#323b4b",
          "portal_account_email": "#828994",
          "portal_sidebar_title": "#11151d",
          "sidebar_title_primary": "#FFC634",
          "portal_brand_sub_title": "#828994",
          "portal_sidebar_divider": "#e3e5e9",
          "email_button_background": "#36367E",
          "portal_dashboard_bg_one": "#EF4583",
          "portal_dashboard_bg_two": "#FFC634",
          "sidebar_title_secondary": "#ffffff",
          "sidebar_title_background": "#36367E",
          "portal_sidebar_icon_hover": "#828994",
          "portal_sidebar_text_hover": "#323b4b",
          "portal_sidebar_icon_active": "#828994",
          "portal_sidebar_text_active": "#323b4b",
          "email_logo_background_panel": "#36367E",
          "portal_sidebar_button_hover": "#ffffff",
          "portal_sidebar_account_title": "#11151d",
          "portal_sidebar_button_active": "#ffffff",
          "sidebar_title_secondary_hover": "#ffffff",
          "portal_sidebar_button_background": "#f6f6f6"
        },
        "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": "149f7b2b-d463-4172-bbd1-618a5c5bff9e",
          "colour": "#ef4582",
          "created_at": "2025-08-07T13:41:38+01:00",
          "updated_at": "2025-08-07T13:41:38+01:00"
        }
      ],
      "type": "client",
      "uuid": "9247f315-01dc-4ce5-b93b-7f186b8efef9",
      "email": "gareth@codepotato.co.uk",
      "groups": [
        {
          "name": "finance",
          "slug": "finance",
          "uuid": "68324572-1fa9-407a-9cec-e0d1c6eee7c2",
          "created_at": "2025-08-07T13:41:38+01:00",
          "updated_at": "2025-08-07T13:41:38+01:00",
          "participants": {
            "name": {
              "example": "Gareth Thompson",
              "description": "Name of the account"
            },
            "role": {
              "example": "client",
              "description": "Role of the account"
            },
            "uuid": {
              "example": "ec8c79fd-d613-471a-8e02-a334cdb22298",
              "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": "e73a2bef-f221-434b-ba0f-e8b6a888b70f",
          "email": "gareth@codepotato.co.uk",
          "groups": "App\\Http\\Resources\\GroupResource",
          "owners": "App\\Http\\Resources\\AccountResource",
          "circles": "App\\Http\\Resources\\CircleResource",
          "last_name": "Thompson",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "created_at": "2025-08-07T13:41:38+01:00",
          "first_name": "Gareth",
          "updated_at": "2025-08-07T13:41:38+01:00",
          "with_login": true,
          "inactive_at": "2025-08-07",
          "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": "2025-08-07T13:41:38+01:00",
          "has_joint_account": true,
          "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
          "first_contact_date": "2025-08-07T13:41:38+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": "2025-08-07T13:41:38+01:00",
          "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
          "assigned_administrator": "App\\Http\\Resources\\AccountResource",
          "anniversary_review_date": "2025-08-07T13:41:38+01:00"
        }
      ],
      "circles": [
        {
          "name": "Jones Family",
          "uuid": "dcff0b68-b794-44cd-befe-41a95fa82b50",
          "groups": "App\\Http\\Resources\\GroupResource",
          "accounts": "App\\Http\\Resources\\MinimalAccountResource",
          "bg_colour": "#35f4e1",
          "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
          "created_at": "2025-08-07T13:41:38+01:00",
          "updated_at": "2025-08-07T13:41:38+01:00",
          "joint_account_uuid": "96f8d3b3-532f-44eb-ae6c-dacf1176366e",
          "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
        }
      ],
      "last_name": "Thompson",
      "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
      "created_at": "2025-08-07T13:41:38+01:00",
      "first_name": "Gareth",
      "updated_at": "2025-08-07T13:41:38+01:00",
      "with_login": true,
      "inactive_at": "2025-08-07",
      "custom_fields": [
        {
          "name": "Favourite Drink",
          "type": "string",
          "uuid": "07b4dfdd-bf82-448a-bb04-c6e2c25b338a",
          "value": "Coffee",
          "help_text": "This is the client's favourite drink.",
          "reference": "favourite_drink",
          "created_at": "2025-08-07T13:41:38+01:00",
          "updated_at": "2025-08-07T13:41:38+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": "12d708cd-0cd4-4b8b-9c32-05620626a0f5",
        "email": "gareth@codepotato.co.uk",
        "groups": "App\\Http\\Resources\\GroupResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "circles": "App\\Http\\Resources\\CircleResource",
        "last_name": "Thompson",
        "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
        "created_at": "2025-08-07T13:41:38+01:00",
        "first_name": "Gareth",
        "updated_at": "2025-08-07T13:41:38+01:00",
        "with_login": true,
        "inactive_at": "2025-08-07",
        "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": "2025-08-07T13:41:38+01:00",
        "has_joint_account": true,
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "first_contact_date": "2025-08-07T13:41:38+01:00",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
        "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
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        "phone_number_meta": {
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        "phone_number_meta": {
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        "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
        "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
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      },
      "anniversary_review_date": "2025-08-07T13:41:38+01:00"
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  ]
}