Get all conversations of a case Run in API Explorer

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/cases/{case_uuid}/conversations
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • case_uuid string Required

Query parameters

  • include string

    Comma separated list of relationships to include in the response. Valid relationships are [participants, participants_count, latest_message, messages_count, files_count, case, tags].

  • filter[uuid] string

    Filter by a comma separated list of UUIDs.

  • filter[archived] string

    Return with or only archived conversations for current user. Valid options are [with, only, false]. Default is set to false.

  • sort string

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

  • 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
      • name string
      • slug string
      • belongs_to_case boolean
      • case object
        Hide case attributes Show case attributes object
        • uuid string
        • created_at string
        • updated_at string
        • name string
        • slug string
        • status object
          Hide status attributes Show status 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 status.

          • colour

            The colour of the status.

          • position

            The position of the status.

          • is_type_completed

            Indicates if the status is for a completed case type.

        • type object
          Hide type attributes Show type attributes object
          • uuid

            The UUID of the type

          • name

            Name of the type

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

        • review_at string
        • assigned_to_uuids array[string]
        • group_uuids array[string]
        • completed_at string
        • value object
          Hide value attributes Show value attributes object
          • amount object
            Hide amount attributes Show amount attributes object
            • example string
            • description string
          • formatted object
            Hide formatted attributes Show formatted attributes object
            • example string
            • description string
          • currency object
            Hide currency attributes Show currency attributes object
            • example string
            • description string
        • status_position integer
        • 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.

          • 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

        • task_board_uuid string
        • plans object
          Hide plans attributes Show plans 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.

          • opened_at

            Timestamp of when the plan was originally opened

          • name

            Name of the plan

          • type

            Type of plan, this will indicate what to expect from the fields attribute

          • sub_type

            Plan sub type

          • abstract_type

            describes if the plan is an asset, protection or liability

          • policy_number

            The policy number on the main sub account of the plan

          • proposal_reference

            The proposal reference on the main sub account of the plan

          • status

            Plan status

          • inactive_at

            Timestamp of when the plan became inactive

          • inactive_reason

            Reason for inactivity

          • agency_in_your_name

            Denotes if plan has agency in your name

          • agency_in_your_name_from

            Date the agency was in your name from

          • originally_sold_by_firm

            Denotes if the plan was originally sold by your firm

          • under_advice

            Denotes if plan is under advice

          • visible_on_client_portal

            Denotes if this plan is visible to clients on the client portal

          • include_in_client_valuation

            Denotes if this plan should be included in the client valuation

          • show_on_joint

            Denotes if this individual account can be seen when viewing joint plans on any joint accounts the individual client is a part of

          • shown_on_circles

            Determines if plan should be shown on a circle

          • review_date

            Review date

          • on_panel

            On panel

          • is_group_scheme

            Denotes if the plan is a group scheme plan. When a plan is a group scheme plan you will be able to manage group scheme members and sub schemes.

          • is_sub_group_scheme

            Denotes if the plan is a sub-scheme of a group scheme.

          • is_group_scheme_member

            Denotes if the plan is group scheme member plan. Each group scheme member is their own plan for maximum customisation.

          • advice_area

            The advice area of the plan based on the plan's sub type.

          • total_benefit_amount

            Total amount benefit of all covers

          • total_benefits

            Total benefits broken down in to cover types

          • value

            Total value of the plan

          • valued_at

            When the plan was last valued - Please note this is likely going to be the current date. If you would like to see the last real date it was valued by a provider or created manually, use original_valued_at

          • original_valued_at

            When the plan was originally valued - Please note our plans is valued daily but this is the date the valuation was originally added to the system.

          • statistics

            The statistics on a plan. Only displayed when you retrieve an individual plan

          • is_wrap_product

            Determines if the plan is a wrap plan

          • is_wrap_child

            Determines if the plan is a wrap child

          • can_be_deleted

            Denotes if the plan can be deleted

        • 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.

      • participants_count integer
      • participants array[object]
        Hide participants attributes Show participants 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.

      • latest_message object
        Hide latest_message attributes Show latest_message attributes object
        • uuid string
        • created_at string
        • updated_at string
        • deleted_at string
        • contents string
        • edited boolean
        • 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

        • author object
          Hide author attributes Show author 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

        • user object
          Hide user attributes Show user 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

            The user type

          • first_name

            First name of the user

          • last_name

            Last name of the user

          • name

            Name of the user

          • email

            Email of the user

          • photo_url

            The photo URL of the user.

          • two_factor_enabled

            Denotes if the two factor authentication has been enabled.

          • two_factor_type

            The type of two factor enabled.

          • otp_confirmed_at

            The date when OTP two factor was confirmed

          • otp_pending

            Denotes if the OTP two factor is pending

          • sms_two_factor_enabled

            Denotes if the SMS two factor is enabled

          • two_factor_mobile

            The E.164 mobile phone used for two factor authentication.

          • two_factor_mobile_meta

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

          • session_expires_at

            The session expiry time if signed in via the front-end.

          • remember_token_expires_at

            Denotes when the users "remember me" token expires.

          • should_auto_save_notes

            Denotes if the user wants to use the auto-save notes feature. Can reduce browser performance on low-powered machines.

        • reactions object
          Hide reactions attributes Show reactions 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.

          • account_uuid

            The UUID of the account that reacted

          • account_name

            The name of the account that reacted

          • reaction

            The reaction type

      • messages_count integer
      • files_count integer
      • tags array[object]
        Hide tags attributes Show tags attributes object
        • uuid string
        • created_at string
        • updated_at string
        • name string
        • slug string
        • colour string
      • pinned boolean
      • is_admin boolean
GET /api/v1/cases/{case_uuid}/conversations 
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/cases/6ff8f7f6-1eb3-3525-be4a-3932c805afed/conversations' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "data": [
    {
      "uuid": "8e3fb409-9695-47fa-bcf1-241641bac986",
      "created_at": "2026-07-20T09:57:23+01:00",
      "updated_at": "2026-07-20T09:57:23+01:00",
      "name": "Welcome to Plannr",
      "slug": "welcome-to-plannr",
      "belongs_to_case": true,
      "case": {
        "uuid": "29601caf-6f29-4eb0-908b-217c30c63c67",
        "created_at": "2026-07-20T09:57:23+01:00",
        "updated_at": "2026-07-20T09:57:23+01:00",
        "name": "finance",
        "slug": "finance",
        "status": {
          "uuid": "9c1d3fe3-0cb0-4bbc-ba59-85eefb368ea5",
          "created_at": "2026-07-20T09:57:30+01:00",
          "updated_at": "2026-07-20T09:57:30+01:00",
          "name": "To Be Reviewed",
          "colour": "#23852B",
          "position": 5,
          "is_type_completed": false
        },
        "type": {
          "uuid": null,
          "name": "Mortgage Plan",
          "created_at": "2026-07-20T09:57:30+01:00",
          "updated_at": "2026-07-20T09:57:30+01:00"
        },
        "review_at": "2026-07-20T09:57:23+01:00",
        "assigned_to_uuids": [
          "34181a06-3951-4ebc-a1c1-bc128cb57d00"
        ],
        "group_uuids": [
          "8ee58baa-6849-41c2-8189-9e23189893ba"
        ],
        "completed_at": "2026-07-20T09:57:23+01:00",
        "value": {
          "amount": {
            "example": "4000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£40.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        },
        "status_position": 4,
        "participants_count": 4,
        "participants": {
          "uuid": "7a5c45b0-4b2e-49bc-bfa3-8dca46f8f6d9",
          "created_at": "2026-07-20T09:57:30+01:00",
          "updated_at": "2026-07-20T09:57:30+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": "2026-07-20T09:57:30+01:00",
          "next_review_date": "2026-07-20T09:57:30+01:00",
          "previous_review_date": "2026-07-20T09:57:30+01:00",
          "anniversary_review_date": "2026-07-20T09:57:30+01:00",
          "terms_of_business_at": "2026-07-20T09:57:30+01:00",
          "client_agreement_at": "2026-07-20T09:57:30+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-07-20",
          "last_interaction_at": "2026-07-20 09:57:30",
          "referral_code": "ABC12345",
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "task_board_uuid": "7ea5f3b8-b7c7-4d02-a90b-319e4e32cc5c",
        "plans": {
          "uuid": "074888b9-0aba-46a8-b60f-6ba5bfbad71e",
          "created_at": "2026-07-20T09:57:30+01:00",
          "updated_at": "2026-07-20T09:57:30+01:00",
          "opened_at": "2026-07-20T09:57:30+01:00",
          "name": "Johns ISA",
          "type": "cash_account",
          "sub_type": "lifetime isa",
          "abstract_type": "asset",
          "policy_number": "AVIVA-123",
          "proposal_reference": "AB123456",
          "status": "inactive",
          "inactive_at": "2026-07-20T09:57:30+01:00",
          "inactive_reason": "claimed",
          "agency_in_your_name": true,
          "agency_in_your_name_from": "2025-07-20",
          "originally_sold_by_firm": true,
          "under_advice": true,
          "visible_on_client_portal": true,
          "include_in_client_valuation": true,
          "show_on_joint": true,
          "shown_on_circles": true,
          "review_date": "2025-07-20",
          "on_panel": true,
          "is_group_scheme": false,
          "is_sub_group_scheme": false,
          "is_group_scheme_member": false,
          "advice_area": "non_investment_insurance",
          "total_benefit_amount": {
            "amount": {
              "example": "25000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "formatted": {
              "example": "£250,000.00",
              "description": "Money amount formatted with currency"
            },
            "currency": {
              "example": null,
              "description": "Currency of the money"
            }
          },
          "total_benefits": {
            "critical_illness": {
              "amount": {
                "example": "15000000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "formatted": {
                "example": "£150,000.00",
                "description": "Money amount formatted with currency"
              },
              "currency": {
                "example": null,
                "description": "Currency of the money"
              }
            },
            "family_income_benefit": {
              "amount": {
                "example": "10000000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "formatted": {
                "example": "£100,000.00",
                "description": "Money amount formatted with currency"
              },
              "currency": {
                "example": null,
                "description": "Currency of the money"
              }
            }
          },
          "value": {
            "amount": {
              "example": "4000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "formatted": {
              "example": "£40.00",
              "description": "Money amount formatted with currency"
            },
            "currency": {
              "example": null,
              "description": "Currency of the money"
            }
          },
          "valued_at": "2026-07-20T09:57:30+01:00",
          "original_valued_at": "2026-07-19T09:57:30+01:00",
          "statistics": {
            "recent_growth": 100
          },
          "is_wrap_product": false,
          "is_wrap_child": false,
          "can_be_deleted": "false"
        },
        "custom_fields": {
          "uuid": null,
          "created_at": "2026-07-20T09:57:30+01:00",
          "updated_at": "2026-07-20T09:57:30+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."
        }
      },
      "participants_count": 3,
      "participants": [
        {
          "uuid": "6e998059-5add-4c60-815d-758a74f3de29",
          "created_at": "2026-07-20T09:57:23+01:00",
          "updated_at": "2026-07-20T09:57:23+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": "55e13421-cece-4700-9834-c870430644ae",
            "created_at": "2026-07-20T09:57:30+01:00",
            "updated_at": "2026-07-20T09:57:30+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": "ce1226b4-b14d-4443-80dc-fc003fa46afe",
            "created_at": "2026-07-20T09:57:30+01:00",
            "updated_at": "2026-07-20T09:57:30+01:00",
            "type": "phone_number",
            "name": "Work number",
            "value": "+443330903630",
            "phone_number_meta": {
              "country": "GB",
              "formatted": "0333 090 3630"
            }
          },
          "primary_email": {
            "uuid": "ce1226b4-b14d-4443-80dc-fc003fa46afe",
            "created_at": "2026-07-20T09:57:30+01:00",
            "updated_at": "2026-07-20T09:57:30+01:00",
            "type": "phone_number",
            "name": "Work number",
            "value": "+443330903630",
            "phone_number_meta": {
              "country": "GB",
              "formatted": "0333 090 3630"
            }
          },
          "current_time_entry": {
            "uuid": "2f03be34-d5b7-45cd-9f7d-fb35a974a609",
            "created_at": "2026-07-20T09:57:30+01:00",
            "updated_at": "2026-07-20T09:57:30+01:00",
            "name": "Research",
            "description": "This is a description.",
            "trackable_type": "Client",
            "start_date": "2026-07-20T09:07:30+01:00",
            "end_date": "2026-07-20T09:35:30+01:00",
            "is_active": true,
            "total_time_in_minutes": 28,
            "computed_time_elapsed_in_seconds": 1680
          },
          "assigned_adviser": {
            "uuid": "7a5c45b0-4b2e-49bc-bfa3-8dca46f8f6d9",
            "created_at": "2026-07-20T09:57:30+01:00",
            "updated_at": "2026-07-20T09:57:30+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": "2026-07-20T09:57:30+01:00",
            "next_review_date": "2026-07-20T09:57:30+01:00",
            "previous_review_date": "2026-07-20T09:57:30+01:00",
            "anniversary_review_date": "2026-07-20T09:57:30+01:00",
            "terms_of_business_at": "2026-07-20T09:57:30+01:00",
            "client_agreement_at": "2026-07-20T09:57:30+01:00",
            "with_login": true,
            "has_joint_account": true,
            "can_be_deleted": "false",
            "ownership_percentage": 100.0,
            "inactive_at": "2026-07-20",
            "last_interaction_at": "2026-07-20 09:57:30",
            "referral_code": "ABC12345",
            "permissions": {
              "firm:read": [
                "firm"
              ],
              "network:read": [
                "network:uuid"
              ]
            }
          },
          "assigned_administrator": {
            "uuid": "7a5c45b0-4b2e-49bc-bfa3-8dca46f8f6d9",
            "created_at": "2026-07-20T09:57:30+01:00",
            "updated_at": "2026-07-20T09:57:30+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": "2026-07-20T09:57:30+01:00",
            "next_review_date": "2026-07-20T09:57:30+01:00",
            "previous_review_date": "2026-07-20T09:57:30+01:00",
            "anniversary_review_date": "2026-07-20T09:57:30+01:00",
            "terms_of_business_at": "2026-07-20T09:57:30+01:00",
            "client_agreement_at": "2026-07-20T09:57:30+01:00",
            "with_login": true,
            "has_joint_account": true,
            "can_be_deleted": "false",
            "ownership_percentage": 100.0,
            "inactive_at": "2026-07-20",
            "last_interaction_at": "2026-07-20 09:57:30",
            "referral_code": "ABC12345",
            "permissions": {
              "firm:read": [
                "firm"
              ],
              "network:read": [
                "network:uuid"
              ]
            }
          },
          "assigned_paraplanner": {
            "uuid": "7a5c45b0-4b2e-49bc-bfa3-8dca46f8f6d9",
            "created_at": "2026-07-20T09:57:30+01:00",
            "updated_at": "2026-07-20T09:57:30+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": "2026-07-20T09:57:30+01:00",
            "next_review_date": "2026-07-20T09:57:30+01:00",
            "previous_review_date": "2026-07-20T09:57:30+01:00",
            "anniversary_review_date": "2026-07-20T09:57:30+01:00",
            "terms_of_business_at": "2026-07-20T09:57:30+01:00",
            "client_agreement_at": "2026-07-20T09:57:30+01:00",
            "with_login": true,
            "has_joint_account": true,
            "can_be_deleted": "false",
            "ownership_percentage": 100.0,
            "inactive_at": "2026-07-20",
            "last_interaction_at": "2026-07-20 09:57:30",
            "referral_code": "ABC12345",
            "permissions": {
              "firm:read": [
                "firm"
              ],
              "network:read": [
                "network:uuid"
              ]
            }
          },
          "introduced_by": {
            "uuid": "7a5c45b0-4b2e-49bc-bfa3-8dca46f8f6d9",
            "created_at": "2026-07-20T09:57:30+01:00",
            "updated_at": "2026-07-20T09:57:30+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": "2026-07-20T09:57:30+01:00",
            "next_review_date": "2026-07-20T09:57:30+01:00",
            "previous_review_date": "2026-07-20T09:57:30+01:00",
            "anniversary_review_date": "2026-07-20T09:57:30+01:00",
            "terms_of_business_at": "2026-07-20T09:57:30+01:00",
            "client_agreement_at": "2026-07-20T09:57:30+01:00",
            "with_login": true,
            "has_joint_account": true,
            "can_be_deleted": "false",
            "ownership_percentage": 100.0,
            "inactive_at": "2026-07-20",
            "last_interaction_at": "2026-07-20 09:57:30",
            "referral_code": "ABC12345",
            "permissions": {
              "firm:read": [
                "firm"
              ],
              "network:read": [
                "network:uuid"
              ]
            }
          },
          "business_unit": {
            "uuid": "56f30715-2aed-4964-9ac4-59dfdff43632",
            "name": "Wealth Management",
            "has_alternative_branding": false,
            "brand_colours": [],
            "members_count": 3,
            "groups_count": 2,
            "created_at": "2026-07-20T09:57:30+01:00",
            "updated_at": "2026-07-20T09:57:30+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": {
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