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Add MCP server to your AI tool

Allow AI tools and LLMs to interact with the API documentation portal through MCP.

MCP server URL

https://apidocs.plannrcrm.com/mcp

Standard setup for AI tools providing an mcp.json file

mcp.json 
{
  "PlannrCRM MCP server": {
    "url": "https://apidocs.plannrcrm.com/mcp"
  }
}
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GET /api/v1/account/{account_uuid}/check
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • account_uuid string Required

Query parameters

  • filter[uuid] string

    Filter checks by uuid.

  • filter[provider] string

    Filter checks by provider.

  • filter[type] string

    Filter checks by type.

  • filter[status] string

    Filter checks by status.

  • filter[via_integration] boolean

    true

  • filter[date_run_from] string

    Date to filter when the check was created after.

  • filter[date_run_to] string

    Date to filter when the check was created before.

  • sort string

    Field to sort by. Valid fields are [created_at, updated_at, provider, type, status, last_webhook_at]. 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
    • data array[object]
      Hide data attributes Show data attributes object
      • uuid string
      • created_at string
      • updated_at string
      • last_webhook_at string
      • originally_ran_at string
      • provider string
      • type string
      • provider_reference string
      • status string
      • outcome string
      • via_integration boolean
      • last_error string
      • account object
        Hide account attributes Show account 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

            The UUID of the resource.

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • name

            Name of the firm

          • slug

            Slug of the firm

          • address_1

            First line of the address

          • address_2

            Second line of the address

          • town_city

            Town/City

          • county

            County

          • postcode

            Postcode

          • country

            Country

          • regulatory_text

            Regulatory text of the firm.

          • logo_icon

            URL of your firm logo icon.

          • brand_colours

            Firm branding colours.

          • is_subscribed

            Subscription status.

          • keep_deleted_files_for

            Number of days to keep deleted files for

          • tax

            Tax percent

          • month_end

            Date of the month for the monthly income reconciliation statements to end

          • statement_frequency

            The frequency of the income reconciliation statements

          • billing

            Firm invoice details for billing

          • ip_whitelist

            A list of IP Addresses a firm is allowed to log in from.

          • welcome_paragraph_html

            Custom welcome paragraph html for the branded auth welcome page

          • email_welcome_paragraph_html

            Custom welcome paragraph for the welcome/new user email

          • show_fact_find_illustrations

            Determines if the illustrations/graphics are displayed on the fact find.

          • cc_email_addresses

            Array of email cc addresses.

          • bcc_email_addresses

            Array of email bcc addresses.

          • reply_to_email_address

            Firm reply to email address.

          • mobile_app_support_number

            Firm mobile app support number.

          • mobile_app_support_email

            Firm mobile app support email address.

        • primary_phone_number object
          Hide primary_phone_number attributes Show primary_phone_number attributes object
          • uuid

            The UUID of the resource.

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • type

            Contact detail type

          • name

            Contact detail description

          • value

            Contact detail value

          • phone_number_meta

            If the type is a phone number, this additional field will be displayed giving you information about the phone number.

        • primary_email object
          Hide primary_email attributes Show primary_email attributes object
          • uuid

            The UUID of the resource.

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • type

            Contact detail type

          • name

            Contact detail description

          • value

            Contact detail value

          • phone_number_meta

            If the type is a phone number, this additional field will be displayed giving you information about the phone number.

        • current_time_entry object
          Hide current_time_entry attributes Show current_time_entry attributes object
          • uuid

            The UUID of the resource.

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • name

            The name of the time entry.

          • description

            The description of the time entry.

          • trackable_type

            The model type that is being tracked. The example given is a client, but it can be a case, firm, circle or task.

          • start_date

            The start time of the time entry.

          • end_date

            The end time of the time entry.

          • is_active

            Determines if the time entry is currently ongoing.

          • total_time_in_minutes

            Total time in minutes.

          • computed_time_elapsed_in_seconds

            Computed time elapsed in seconds.

        • assigned_adviser object
          Hide assigned_adviser attributes Show assigned_adviser attributes object
          • uuid

            The UUID of the resource.

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • type

            Account type

          • role

            Account role

          • first_name

            First name

          • last_name

            Last name

          • name

            Name

          • email

            (Deprecated - Please use primary_email instead). The email of the account.

          • photo_url

            URL for initial avatar image

          • first_contact_date

            First contact date

          • next_review_date

            Next review date

          • previous_review_date

            Previous review date

          • anniversary_review_date

            Anniversary review date

          • terms_of_business_at

            Date the Terms of Business were agreed and signed

          • client_agreement_at

            Date the client agreement was agreed and signed

          • with_login

            Denotes whether the account has a login to Plannr

          • has_joint_account

            Denotes whether this account belongs to a joint account too

          • can_be_deleted

            Denotes if the account can be deleted

          • ownership_percentage

            Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

          • inactive_at

            Inactive from date

          • last_interaction_at

            Last interaction date

          • referral_code

            Unique referral code for the employee account (employees only)

          • permissions

            Permission map where keys are permission names and values are target arrays

        • assigned_administrator object
          Hide assigned_administrator attributes Show assigned_administrator attributes object
          • uuid

            The UUID of the resource.

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • type

            Account type

          • role

            Account role

          • first_name

            First name

          • last_name

            Last name

          • name

            Name

          • email

            (Deprecated - Please use primary_email instead). The email of the account.

          • photo_url

            URL for initial avatar image

          • first_contact_date

            First contact date

          • next_review_date

            Next review date

          • previous_review_date

            Previous review date

          • anniversary_review_date

            Anniversary review date

          • terms_of_business_at

            Date the Terms of Business were agreed and signed

          • client_agreement_at

            Date the client agreement was agreed and signed

          • with_login

            Denotes whether the account has a login to Plannr

          • has_joint_account

            Denotes whether this account belongs to a joint account too

          • can_be_deleted

            Denotes if the account can be deleted

          • ownership_percentage

            Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

          • inactive_at

            Inactive from date

          • last_interaction_at

            Last interaction date

          • referral_code

            Unique referral code for the employee account (employees only)

          • permissions

            Permission map where keys are permission names and values are target arrays

        • assigned_paraplanner object
          Hide assigned_paraplanner attributes Show assigned_paraplanner attributes object
          • uuid

            The UUID of the resource.

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • type

            Account type

          • role

            Account role

          • first_name

            First name

          • last_name

            Last name

          • name

            Name

          • email

            (Deprecated - Please use primary_email instead). The email of the account.

          • photo_url

            URL for initial avatar image

          • first_contact_date

            First contact date

          • next_review_date

            Next review date

          • previous_review_date

            Previous review date

          • anniversary_review_date

            Anniversary review date

          • terms_of_business_at

            Date the Terms of Business were agreed and signed

          • client_agreement_at

            Date the client agreement was agreed and signed

          • with_login

            Denotes whether the account has a login to Plannr

          • has_joint_account

            Denotes whether this account belongs to a joint account too

          • can_be_deleted

            Denotes if the account can be deleted

          • ownership_percentage

            Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

          • inactive_at

            Inactive from date

          • last_interaction_at

            Last interaction date

          • referral_code

            Unique referral code for the employee account (employees only)

          • permissions

            Permission map where keys are permission names and values are target arrays

        • introduced_by object
          Hide introduced_by attributes Show introduced_by attributes object
          • uuid

            The UUID of the resource.

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • type

            Account type

          • role

            Account role

          • first_name

            First name

          • last_name

            Last name

          • name

            Name

          • email

            (Deprecated - Please use primary_email instead). The email of the account.

          • photo_url

            URL for initial avatar image

          • first_contact_date

            First contact date

          • next_review_date

            Next review date

          • previous_review_date

            Previous review date

          • anniversary_review_date

            Anniversary review date

          • terms_of_business_at

            Date the Terms of Business were agreed and signed

          • client_agreement_at

            Date the client agreement was agreed and signed

          • with_login

            Denotes whether the account has a login to Plannr

          • has_joint_account

            Denotes whether this account belongs to a joint account too

          • can_be_deleted

            Denotes if the account can be deleted

          • ownership_percentage

            Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

          • inactive_at

            Inactive from date

          • last_interaction_at

            Last interaction date

          • referral_code

            Unique referral code for the employee account (employees only)

          • permissions

            Permission map where keys are permission names and values are target arrays

        • business_unit object
          Hide business_unit attributes Show business_unit attributes object
          • uuid

            The UUID of the resource.

          • name

            Name of the business unit.

          • has_alternative_branding

            Whether alternative branding is enabled for this business unit.

          • brand_colours

            Brand colours for this business unit, merged with firm defaults.

          • members_count

            Number of accounts assigned to this business unit

          • groups_count

            Number of groups assigned to this business unit

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

        • groups object
          Hide groups attributes Show groups attributes object
          • uuid

            UUID of the group

          • name

            Name of the group

          • slug

            Slug of the group

          • participants_count

            Number of participants in the group

          • participants

            Participants in this group

          • created_at

            Timestamp of when the group was created

          • updated_at

            Timestamp of when the group was updated

        • tags object
          Hide tags attributes Show tags attributes object
          • uuid

            UUID of the tag

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • name

            The name of the tag

          • slug

            The slug of the tag

          • colour

            The colour of the tag

        • owners object
          Hide owners attributes Show owners attributes object
          • uuid

            The UUID of the resource.

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • type

            Account type

          • role

            Account role

          • first_name

            First name

          • last_name

            Last name

          • name

            Name

          • email

            (Deprecated - Please use primary_email instead). The email of the account.

          • photo_url

            URL for initial avatar image

          • first_contact_date

            First contact date

          • next_review_date

            Next review date

          • previous_review_date

            Previous review date

          • anniversary_review_date

            Anniversary review date

          • terms_of_business_at

            Date the Terms of Business were agreed and signed

          • client_agreement_at

            Date the client agreement was agreed and signed

          • with_login

            Denotes whether the account has a login to Plannr

          • has_joint_account

            Denotes whether this account belongs to a joint account too

          • can_be_deleted

            Denotes if the account can be deleted

          • ownership_percentage

            Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

          • inactive_at

            Inactive from date

          • last_interaction_at

            Last interaction date

          • referral_code

            Unique referral code for the employee account (employees only)

          • permissions

            Permission map where keys are permission names and values are target arrays

        • first_contact_date string
        • next_review_date string
        • previous_review_date string
        • anniversary_review_date string
        • terms_of_business_at string
        • client_agreement_at 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

            The UUID of the resource.

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • name

            The Circle name

          • photo_url

            URL for initial avatar image

          • bg_colour

            Hex colour background for avatar

          • has_portal_access

            Whether any member of the circle has portal access

          • portal_access_status

            Aggregated portal access status: active, never_logged_in, or no_portal_access

          • engagement_rating

            Aggregated engagement rating: green, amber, red, or none

          • last_login

            Most recent portal login across all circle members, including who logged in

          • portal_login_count_30d

            Total portal login count across all members in last 30 days

          • portal_login_count_90d

            Total portal login count across all members in last 90 days

          • portal_login_count_365d

            Total portal login count across all members in last 365 days

          • joint_account_uuid

            uuid of joint account where circle created from joint account

          • login_access_level

            The access level in context of an account. Note this field is only returned when using the accounts API. Available values: read and write

          • current_life_stage_uuid

            UUID of the circle's current life stage for expenditure

        • circles object
          Hide circles attributes Show circles attributes object
          • uuid

            The UUID of the resource.

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • name

            The Circle name

          • photo_url

            URL for initial avatar image

          • bg_colour

            Hex colour background for avatar

          • has_portal_access

            Whether any member of the circle has portal access

          • portal_access_status

            Aggregated portal access status: active, never_logged_in, or no_portal_access

          • engagement_rating

            Aggregated engagement rating: green, amber, red, or none

          • last_login

            Most recent portal login across all circle members, including who logged in

          • portal_login_count_30d

            Total portal login count across all members in last 30 days

          • portal_login_count_90d

            Total portal login count across all members in last 90 days

          • portal_login_count_365d

            Total portal login count across all members in last 365 days

          • joint_account_uuid

            uuid of joint account where circle created from joint account

          • login_access_level

            The access level in context of an account. Note this field is only returned when using the accounts API. Available values: read and write

          • current_life_stage_uuid

            UUID of the circle's current life stage for expenditure

        • ownership_percentage integer
        • inactive_at string
        • last_interaction_at string
        • referral_code string
        • permissions object
          Hide permissions attributes Show permissions attributes object
          • firm:read array[string]
          • network:read array[string]
        • custom_fields object
          Hide custom_fields attributes Show custom_fields attributes object
          • uuid

            The UUID of the custom field

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • type

            The type of custom field

          • name

            The name of the custom field

          • reference

            The reference of the custom field, used when updating the custom field on the model.

          • is_required

            Denotes if the custom field is required

          • value

            The value of the custom field

          • selection_options

            This is the array of available options for the selection box. If the type is "selection" this array will be provided.

          • help_text

            Optional help text to aide the custom field. Will be displayed on Plannr.

        • external_references object
          Hide external_references attributes Show external_references attributes object
          • uuid

            The UUID of the resource.

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • third_party

            The third party provider with the reference.

          • reference

            The third party reference.

      • 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_sidebar_account_email string
          • portal_sidebar_divider string
          • portal_dashboard_bg_one string
          • portal_dashboard_bg_two string
          • portal_sidebar_collapse_button string
          • portal_sidebar_collapse_button_hover string
          • portal_sidebar_user_select_background string
          • portal_sidebar_user_select_hover string
          • portal_sidebar_user_select_text string
          • portal_sidebar_user_select_text_hover string
          • portal_sidebar_user_select_border string
          • portal_sidebar_user_select_border_hover string
        • is_subscribed boolean
        • addon_subscriptions object
          Hide addon_subscriptions attributes Show addon_subscriptions attributes object
          • uuid

            The UUID of the resource.

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • enabled

            Determines if the addon is enabled

          • trial_ends_at

            If the addon is a paid addon, this is the date the free trial will end for the addon subscription.

          • trial_ends_in_days

            If the addon is a paid addon, this is the number of days left in the free trial for the addon subscription.

          • payment_confirmed_at

            If the addon is a paid addon, this is the date the payment was confirmed for the addon subscription.

        • 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 object
          Hide task_board_template attributes Show task_board_template attributes object
          • uuid

            uuid of the board

          • created_at

            timestamp of when the board was created

          • updated_at

            timestamp of when the board was updated

          • is_template

            returns true if the board is a template

          • name

            the name of the board

          • default_list_uuid

            the default list uuid

          • is_editable

            determines if the user can edit the board (e.g update the board, lists and move tasks around)

          • priorities

            returns the array of priorities that can be set within a task

        • ip_whitelist array[string]
        • welcome_paragraph_html string
        • email_welcome_paragraph_html string
        • show_fact_find_illustrations boolean
        • cc_email_addresses array[string]
        • bcc_email_addresses array[string]
        • reply_to_email_address string
        • mobile_app_support_number string
        • mobile_app_support_email string
      • folder object
        Hide folder attributes Show folder attributes object
        • uuid string
        • created_at string
        • updated_at string
        • name string
        • slug string
        • path string
        • clients_read boolean
        • clients_write boolean
        • show_client_permissions boolean
        • is_system_folder boolean
        • is_pseudo_folder boolean
        • is_root_folder boolean
        • documentable_type string
        • documentable_uuid string
        • documentable string
        • participants_count integer
        • participants object
          Hide participants attributes Show participants attributes object
          • uuid

            The UUID of the resource.

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • name

            Name of the person the folder is shared with.

          • write

            Whether the participant has write access to this folder.

        • folders_count integer
        • folders object
          Hide folders attributes Show folders attributes object
          • uuid

            The UUID of the resource.

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • name

            Folder name

          • slug

            Slug of the folder name

          • path

            Folder path

          • clients_read

            Denotes whether clients can access this folder and files

          • clients_write

            Denotes whether clients can upload files to this folder

          • show_client_permissions

            Denotes whether the option to change client permissions is enabled which depends on the firm show pseudo folders in client portal setting

          • is_system_folder

            Denotes if this folder is a system folder

          • is_pseudo_folder

            Denotes if this folder is a pseudo folder

          • is_root_folder

            Denotes if this folder is a root folder of a documentable item

          • documentable_type

            The documentable type such as account/plan/case/etc the file was uploaded to

          • documentable_uuid

            The UUID of the documentable resource

          • documentable

            The documentable the file was uploaded to

          • participants_count

            Number of accounts this folder has been directly shared with

          • folders_count

            Number of subfolders within the folder

          • files_count

            Number of files stored in the folder

          • depth

            How many levels deep there are to this folder hierarchy structure

          • owned

            Is true if the authenticated account in the request has created this folder

        • files_count integer
        • files object
          Hide files attributes Show files attributes object
          • uuid

            UUID of the file

          • created_at

            The timestamp of when the resource was created.

          • original_created_at

            Timestamp of when the file was originally created

          • updated_at

            The timestamp of when the resource was updated.

          • uploaded_at

            Timestamp of when the file was uploaded

          • status

            Current status of the uploading progress

          • filename

            The filename including extension

          • name

            The name of the file without extension

          • extension

            The extension of the file

          • type

            The MIME type of the file

          • size

            The size of the file in bytes

          • path

            The path of the file

          • last_modified

            Timestamp of when the file was last modified before uploading

          • progress

            The progress of the uploaded file as a percentage between 0 and 100

          • download_url

            The download URL of the file

          • folder_name

            The name of the folder the file is located in

          • documentable_type

            The documentable type such as account/plan/case/etc the file was uploaded to

          • documentable

            The documentable the file was uploaded to

          • navigator

            The documentable type and its UUID in order to navigator to the correct resource

        • parents object
          Hide parents attributes Show parents attributes object
          • uuid

            The UUID of the resource.

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • name

            Folder name

          • slug

            Slug of the folder name

          • path

            Folder path

          • clients_read

            Denotes whether clients can access this folder and files

          • clients_write

            Denotes whether clients can upload files to this folder

          • show_client_permissions

            Denotes whether the option to change client permissions is enabled which depends on the firm show pseudo folders in client portal setting

          • is_system_folder

            Denotes if this folder is a system folder

          • is_pseudo_folder

            Denotes if this folder is a pseudo folder

          • is_root_folder

            Denotes if this folder is a root folder of a documentable item

          • documentable_type

            The documentable type such as account/plan/case/etc the file was uploaded to

          • documentable_uuid

            The UUID of the documentable resource

          • documentable

            The documentable the file was uploaded to

          • participants_count

            Number of accounts this folder has been directly shared with

          • folders_count

            Number of subfolders within the folder

          • files_count

            Number of files stored in the folder

          • depth

            How many levels deep there are to this folder hierarchy structure

          • owned

            Is true if the authenticated account in the request has created this folder

        • ancestors object
          Hide ancestors attributes Show ancestors attributes object
          • uuid

            The UUID of the resource.

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • name

            Folder name

          • slug

            Slug of the folder name

          • path

            Folder path

          • clients_read

            Denotes whether clients can access this folder and files

          • clients_write

            Denotes whether clients can upload files to this folder

          • show_client_permissions

            Denotes whether the option to change client permissions is enabled which depends on the firm show pseudo folders in client portal setting

          • is_system_folder

            Denotes if this folder is a system folder

          • is_pseudo_folder

            Denotes if this folder is a pseudo folder

          • is_root_folder

            Denotes if this folder is a root folder of a documentable item

          • documentable_type

            The documentable type such as account/plan/case/etc the file was uploaded to

          • documentable_uuid

            The UUID of the documentable resource

          • documentable

            The documentable the file was uploaded to

          • participants_count

            Number of accounts this folder has been directly shared with

          • folders_count

            Number of subfolders within the folder

          • files_count

            Number of files stored in the folder

          • depth

            How many levels deep there are to this folder hierarchy structure

          • owned

            Is true if the authenticated account in the request has created this folder

        • children object
          Hide children attributes Show children attributes object
          • uuid

            The UUID of the resource.

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • name

            Folder name

          • slug

            Slug of the folder name

          • path

            Folder path

          • clients_read

            Denotes whether clients can access this folder and files

          • clients_write

            Denotes whether clients can upload files to this folder

          • show_client_permissions

            Denotes whether the option to change client permissions is enabled which depends on the firm show pseudo folders in client portal setting

          • is_system_folder

            Denotes if this folder is a system folder

          • is_pseudo_folder

            Denotes if this folder is a pseudo folder

          • is_root_folder

            Denotes if this folder is a root folder of a documentable item

          • documentable_type

            The documentable type such as account/plan/case/etc the file was uploaded to

          • documentable_uuid

            The UUID of the documentable resource

          • documentable

            The documentable the file was uploaded to

          • participants_count

            Number of accounts this folder has been directly shared with

          • folders_count

            Number of subfolders within the folder

          • files_count

            Number of files stored in the folder

          • depth

            How many levels deep there are to this folder hierarchy structure

          • owned

            Is true if the authenticated account in the request has created this folder

        • depth integer
        • owned boolean
GET /api/v1/account/{account_uuid}/check 
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/account/6ff8f7f6-1eb3-3525-be4a-3932c805afed/check' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "data": [
    {
      "uuid": "99b1c76b-21ca-4705-a6c0-811bf4c4591e",
      "created_at": "2026-07-17T15:25:28+01:00",
      "updated_at": "2026-07-17T15:25:28+01:00",
      "last_webhook_at": "2026-07-10T15:25:28+01:00",
      "originally_ran_at": "2026-07-10T15:25:28+01:00",
      "provider": "SmartSearch",
      "type": "fraud",
      "provider_reference": "10009815",
      "status": "completed",
      "outcome": "refer",
      "via_integration": false,
      "last_error": "SmartSearch could not process the request. Please contact support.",
      "account": {
        "uuid": "0b1f622f-1e05-4f68-aa06-8d8ca71db712",
        "created_at": "2026-07-17T15:25:28+01:00",
        "updated_at": "2026-07-17T15:25:28+01:00",
        "type": "client",
        "role": "client",
        "first_name": "Gareth",
        "last_name": "Thompson",
        "name": "Gareth Thompson",
        "email": "gareth@codepotato.co.uk",
        "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
        "firm": {
          "uuid": "91f29e51-ce21-4ef7-b20a-977e7ed8f32c",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "name": "Codepotato",
          "slug": "codepotato",
          "address_1": "Suite E, 5 The Briars",
          "address_2": "Waterberry Drive",
          "town_city": "Waterlooville",
          "county": "Hampshire",
          "postcode": "PO7 7YH",
          "country": "United Kingdom",
          "regulatory_text": "Regulatory text",
          "logo": "https://api.plannrcrm.com/images/plannr.jpg",
          "logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
          "brand_colours": {
            "sidebar_background": "#0E0E56",
            "sidebar_accent": "#36367E",
            "sidebar_text": "#FFFFFF",
            "sidebar_hover": "#0A0A42",
            "sidebar_active": "#53DBB8",
            "sidebar_title_background": "#36367E",
            "sidebar_title_primary": "#FFC634",
            "sidebar_title_secondary": "#FFFFFF",
            "sidebar_title_secondary_hover": "#FFFFFF",
            "email_background": "#0E0E56",
            "email_logo_background_panel": "#36367E",
            "email_sub_text": "#FFFFFF",
            "email_button_background": "#36367E",
            "email_button_text": "#FFFFFF",
            "portal_sidebar_button_background": "#F6F6F6",
            "portal_sidebar_button_hover": "#FFFFFF",
            "portal_sidebar_button_active": "#FFFFFF",
            "portal_brand_title": "#323B4B",
            "portal_brand_sub_title": "#828994",
            "portal_sidebar_title": "#11151D",
            "portal_sidebar_text": "#323B4B",
            "portal_sidebar_text_hover": "#323B4B",
            "portal_sidebar_text_active": "#323B4B",
            "portal_sidebar_icon": "#828994",
            "portal_sidebar_icon_hover": "#828994",
            "portal_sidebar_icon_active": "#828994",
            "portal_background": "#F6F6F6",
            "portal_sidebar_account_title": "#11151D",
            "portal_sidebar_account_email": "#828994",
            "portal_sidebar_divider": "#E3E5E9",
            "portal_dashboard_bg_one": "#EF4583",
            "portal_dashboard_bg_two": "#FFC634",
            "portal_sidebar_collapse_button": "#828994",
            "portal_sidebar_collapse_button_hover": "#B3B9C4",
            "portal_sidebar_user_select_background": "#F6F6F6",
            "portal_sidebar_user_select_hover": "#F6F6F6",
            "portal_sidebar_user_select_text": "#323B4B",
            "portal_sidebar_user_select_text_hover": "#323B4B",
            "portal_sidebar_user_select_border": "#EEEEEE",
            "portal_sidebar_user_select_border_hover": "#828994"
          },
          "is_subscribed": true,
          "keep_deleted_files_for": 30,
          "tax": 17.5,
          "month_end": 25,
          "statement_frequency": "monthly",
          "billing": {
            "invoice_address_1": "Suite E, 5 The Briars",
            "invoice_address_2": "Waterberry Drive",
            "invoice_town_city": "Waterlooville",
            "invoice_county": "Hampshire",
            "invoice_postcode": "PO7 7YH",
            "invoice_country": "United Kingdom",
            "invoice_email": "gareth@codepotato.co.uk"
          },
          "ip_whitelist": [
            "192.168.0.1",
            "127.0.0.1"
          ],
          "welcome_paragraph_html": "<h1>Welcome.</h1>",
          "email_welcome_paragraph_html": "Welcome to Plannr!",
          "show_fact_find_illustrations": true,
          "cc_email_addresses": [
            "jack@example.com",
            "jill@example.com"
          ],
          "bcc_email_addresses": [
            "jack@example.com",
            "jill@example.com"
          ],
          "reply_to_email_address": "jack@example.com",
          "mobile_app_support_number": "01234 567890",
          "mobile_app_support_email": "support@example.com"
        },
        "primary_phone_number": {
          "uuid": "2913e846-940e-401b-96f4-4a20ed0d095c",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "type": "phone_number",
          "name": "Work number",
          "value": "+443330903630",
          "phone_number_meta": {
            "country": "GB",
            "formatted": "0333 090 3630"
          }
        },
        "primary_email": {
          "uuid": "2913e846-940e-401b-96f4-4a20ed0d095c",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "type": "phone_number",
          "name": "Work number",
          "value": "+443330903630",
          "phone_number_meta": {
            "country": "GB",
            "formatted": "0333 090 3630"
          }
        },
        "current_time_entry": {
          "uuid": "b9d50083-110f-4b5c-ad97-e735caa8a65e",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "name": "Research",
          "description": "This is a description.",
          "trackable_type": "Client",
          "start_date": "2026-07-17T14:35:36+01:00",
          "end_date": "2026-07-17T15:03:36+01:00",
          "is_active": true,
          "total_time_in_minutes": 28,
          "computed_time_elapsed_in_seconds": 1680
        },
        "assigned_adviser": {
          "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "first_contact_date": "2026-07-17T15:25:36+01:00",
          "next_review_date": "2026-07-17T15:25:36+01:00",
          "previous_review_date": "2026-07-17T15:25:36+01:00",
          "anniversary_review_date": "2026-07-17T15:25:36+01:00",
          "terms_of_business_at": "2026-07-17T15:25:36+01:00",
          "client_agreement_at": "2026-07-17T15:25:36+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-07-17",
          "last_interaction_at": "2026-07-17 15:25:36",
          "referral_code": "ABC12345",
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "assigned_administrator": {
          "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "first_contact_date": "2026-07-17T15:25:36+01:00",
          "next_review_date": "2026-07-17T15:25:36+01:00",
          "previous_review_date": "2026-07-17T15:25:36+01:00",
          "anniversary_review_date": "2026-07-17T15:25:36+01:00",
          "terms_of_business_at": "2026-07-17T15:25:36+01:00",
          "client_agreement_at": "2026-07-17T15:25:36+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-07-17",
          "last_interaction_at": "2026-07-17 15:25:36",
          "referral_code": "ABC12345",
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "assigned_paraplanner": {
          "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "first_contact_date": "2026-07-17T15:25:36+01:00",
          "next_review_date": "2026-07-17T15:25:36+01:00",
          "previous_review_date": "2026-07-17T15:25:36+01:00",
          "anniversary_review_date": "2026-07-17T15:25:36+01:00",
          "terms_of_business_at": "2026-07-17T15:25:36+01:00",
          "client_agreement_at": "2026-07-17T15:25:36+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-07-17",
          "last_interaction_at": "2026-07-17 15:25:36",
          "referral_code": "ABC12345",
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "introduced_by": {
          "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "first_contact_date": "2026-07-17T15:25:36+01:00",
          "next_review_date": "2026-07-17T15:25:36+01:00",
          "previous_review_date": "2026-07-17T15:25:36+01:00",
          "anniversary_review_date": "2026-07-17T15:25:36+01:00",
          "terms_of_business_at": "2026-07-17T15:25:36+01:00",
          "client_agreement_at": "2026-07-17T15:25:36+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-07-17",
          "last_interaction_at": "2026-07-17 15:25:36",
          "referral_code": "ABC12345",
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "business_unit": {
          "uuid": "0b087134-9399-4f48-8830-d50c35f116f3",
          "name": "Wealth Management",
          "has_alternative_branding": false,
          "brand_colours": [],
          "members_count": 3,
          "groups_count": 2,
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00"
        },
        "groups": {
          "uuid": null,
          "name": "finance",
          "slug": "finance",
          "participants_count": "3",
          "participants": {
            "uuid": {
              "example": null,
              "description": "UUID of the account"
            },
            "role": {
              "example": "client",
              "description": "Role of the account"
            },
            "first_name": {
              "example": "Gareth",
              "description": "First name of the account"
            },
            "last_name": {
              "example": "Thompson",
              "description": "Last name of the account"
            },
            "name": {
              "example": "Gareth Thompson",
              "description": "Name of the account"
            },
            "email": {
              "example": "gareth@codepotato.co.uk",
              "description": "Email of the account"
            }
          },
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00"
        },
        "tags": {
          "uuid": "f1ecba6d-f8a7-415f-90f1-db030dd72262",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "name": "Mortgage",
          "slug": "mortgage",
          "colour": "#ef4582"
        },
        "owners": {
          "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "first_contact_date": "2026-07-17T15:25:36+01:00",
          "next_review_date": "2026-07-17T15:25:36+01:00",
          "previous_review_date": "2026-07-17T15:25:36+01:00",
          "anniversary_review_date": "2026-07-17T15:25:36+01:00",
          "terms_of_business_at": "2026-07-17T15:25:36+01:00",
          "client_agreement_at": "2026-07-17T15:25:36+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-07-17",
          "last_interaction_at": "2026-07-17 15:25:36",
          "referral_code": "ABC12345",
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "first_contact_date": "2026-07-17T15:25:28+01:00",
        "next_review_date": "2026-07-17T15:25:28+01:00",
        "previous_review_date": "2026-07-17T15:25:28+01:00",
        "anniversary_review_date": "2026-07-17T15:25:28+01:00",
        "terms_of_business_at": "2026-07-17T15:25:28+01:00",
        "client_agreement_at": "2026-07-17T15:25:28+01:00",
        "with_login": true,
        "has_joint_account": true,
        "can_be_deleted": "false",
        "joint_account_circle": {
          "uuid": "3e582b00-e462-4d59-aef9-bfdca7f12c97",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "name": "Jones Family",
          "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
          "bg_colour": "#35f4e1",
          "has_portal_access": true,
          "portal_access_status": "active",
          "engagement_rating": "green",
          "last_login": {
            "logged_in_at": "2026-07-17T15:25:36+01:00",
            "account_uuid": "uuid",
            "account_name": "John Smith",
            "device_type": "desktop",
            "device_platform": "macos"
          },
          "portal_login_count_30d": 5,
          "portal_login_count_90d": 12,
          "portal_login_count_365d": 48,
          "joint_account_uuid": "0e1a8da1-b082-4596-b99d-ad01f2370e84",
          "login_access_level": "write",
          "current_life_stage_uuid": "6c428f70-3307-4741-9942-cecd96a2c426"
        },
        "circles": {
          "uuid": "3e582b00-e462-4d59-aef9-bfdca7f12c97",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "name": "Jones Family",
          "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
          "bg_colour": "#35f4e1",
          "has_portal_access": true,
          "portal_access_status": "active",
          "engagement_rating": "green",
          "last_login": {
            "logged_in_at": "2026-07-17T15:25:36+01:00",
            "account_uuid": "uuid",
            "account_name": "John Smith",
            "device_type": "desktop",
            "device_platform": "macos"
          },
          "portal_login_count_30d": 5,
          "portal_login_count_90d": 12,
          "portal_login_count_365d": 48,
          "joint_account_uuid": "0e1a8da1-b082-4596-b99d-ad01f2370e84",
          "login_access_level": "write",
          "current_life_stage_uuid": "6c428f70-3307-4741-9942-cecd96a2c426"
        },
        "ownership_percentage": 100,
        "inactive_at": "2026-07-17",
        "last_interaction_at": "2026-07-17 15:25:28",
        "referral_code": "ABC12345",
        "permissions": {
          "firm:read": [
            "firm"
          ],
          "network:read": [
            "network:uuid"
          ]
        },
        "custom_fields": {
          "uuid": null,
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "type": "string",
          "name": "Favourite Drink",
          "reference": "favourite_drink",
          "is_required": false,
          "value": "Coffee",
          "selection_options": [
            "Coffee",
            "Tea",
            "Water"
          ],
          "help_text": "This is the client's favourite drink."
        },
        "external_references": {
          "uuid": "11b7fb3c-bff7-4355-b5d5-6e063a2cdde5",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "third_party": "nucleus",
          "reference": "AB123456"
        }
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        "regulatory_text": "Regulatory text",
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        "keep_deleted_files_for": 30,
        "tax": 17.5,
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        "ip_whitelist": [
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        "welcome_paragraph_html": "<h1>Welcome.</h1>",
        "email_welcome_paragraph_html": "Welcome to Plannr!",
        "show_fact_find_illustrations": true,
        "cc_email_addresses": [
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          "jill@example.com"
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        "bcc_email_addresses": [
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          "jill@example.com"
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        "reply_to_email_address": "jack@example.com",
        "mobile_app_support_number": "01234 567890",
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}