Get all charges | PlannrCRM API documentation

Get all charges Run in API Explorer

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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"
}

GET /api/v1/charge

Personal access token & O auth2

Headers

X-PLANNR-ACCOUNT-UUID string

Query parameters

include string

Comma separated list of relationships to include in the response. Valid relationships are [statement].
filter[uuid] string

Filter by a comma separated list of UUIDs.
filter[client_uuids] string

Filter by a comma separated list of client UUIDs.
filter[group_uuids] string

Filter by a comma separated list of group UUIDs.
filter[circle_uuids] string

Filter by a comma separated list of circle UUIDs.
filter[plan_uuids] string

Filter by a comma separated list of plan UUIDs.
filter[provider_uuids] string

Filter by a comma separated list of provider UUIDs.
filter[policy_number] string

Filter by policy numbers.
filter[seller_uuids] string

Filter by a comma separated list of seller account UUIDs.
filter[payment_origin] string

Filter by comma separated list of payment origins.
filter[type] string

Filter by comma separated list of charge types.
filter[category] string

Filter by comma separated list of charge categories.
filter[recurring] boolean

Filter by recurring charges or not.
filter[frequency] string

Filter by comma separated list of frequencies.
filter[start_date_after] string

Filter by charge start dates after.
filter[start_date_before] string

Filter by charge start dates before.
filter[end_date_after] string

Filter by charge end dates after.
filter[end_date_before] string

Filter by charge end dates before.
filter[next_expectation_date_after] string

Filter by charge next expectation dates after.
filter[next_expectation_date_before] string

Filter by charge next expectation dates before.
filter[amount_from] integer

Filter by charge fixed amounts from in pennies.
filter[amount_to] integer

Filter by charge fixed amounts to in pennies.
filter[percentage_from] number

Filter by charge percentages from.
filter[percentage_to] number

Filter by charge percentages to.
filter[tax_exempt] boolean

Filter by tax exempt charges or not.
filter[exclude_from_rmar] boolean

Filter by charges excluded from RMAR or not.
filter[rmar_type] string

Filter by comma separated list of RMAR types.
filter[advice_type] string

Filter by comma separated list of advice types.
filter[service_type] string

Filter by comma separated list of service types.
sort string

Field to sort by. Valid fields are [created_at, updated_at, start_date, end_date, next_expectation_date, amount, percentage]. Negative sign to denote DESC. Defaults to '-start_date'.
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
  
  payment_origin string
  
  type string
  
  category string
  
  recurring boolean
  
  frequency string
  
  start_date string
  
  end_date string
  
  next_expectation_date string
  
  tax_exempt boolean
  
  tax number
  
  amount object
  
  Hide amount attributes Show amount 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
  
  percentage number
  
  percentage_frequency string
  
  charge_identifier string
  
  exclude_from_rmar boolean
  
  rmar_type string
  
  advice_type string
  
  service_type string
  
  advice_area object
  
  Hide advice_area attributes Show advice_area attributes object
  
  deposit integer
  
  non_regulated integer
  
  non_rmar integer
  
  non_investment_insurance integer
  
  regulated_mortgage integer
  
  retail_investment integer
  
  other_fca_regulated integer
  
  unknown integer
  
  plan_value string
  
  chargeable_type object
  
  Hide chargeable_type attributes Show chargeable_type attributes object
  
  amount string
  
  currency string
  
  formatted string
  
  chargeable object
  
  Hide chargeable attributes Show chargeable attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  opened_at string
  
  name string
  
  type string
  
  sub_type string
  
  abstract_type string
  
  policy_number string
  
  proposal_reference string
  
  status string
  
  inactive_at string
  
  inactive_reason string
  
  agency_in_your_name boolean
  
  agency_in_your_name_from string
  
  originally_sold_by_firm boolean
  
  under_advice boolean
  
  visible_on_client_portal boolean
  
  include_in_client_valuation boolean
  
  show_on_joint boolean
  
  shown_on_circles boolean
  
  review_date string
  
  on_panel boolean
  
  is_group_scheme boolean
  
  is_sub_group_scheme boolean
  
  is_group_scheme_member boolean
  
  advice_area string
  
  main_account string
  
  sub_accounts string
  
  provider string
  
  covers string
  
  claims string
  
  total_benefit_amount object
  
  Hide total_benefit_amount attributes Show total_benefit_amount 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
  
  total_benefits object
  
  Hide total_benefits attributes Show total_benefits attributes object
  
  critical_illness object
  
  Hide critical_illness attributes Show critical_illness 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
  
  family_income_benefit object
  
  Hide family_income_benefit attributes Show family_income_benefit 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
  
  latest_valuations 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
  
  valued_at string
  
  original_valued_at string
  
  client string
  
  accounts string
  
  seller string
  
  linked_owners string
  
  linked_plans string
  
  visible_to_circles string
  
  statistics object
  
  Hide statistics attribute Show statistics attribute object
  
  recent_growth integer
  
  cases string
  
  tags string
  
  is_wrap_product boolean
  
  is_wrap_child boolean
  
  wrap string
  
  wrap_children string
  
  linked_policy_numbers string
  
  can_be_deleted string
  
  contract_enquiry_account string
  
  custom_fields string
  
  external_references 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 string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  business_unit string
  
  groups string
  
  tags string
  
  owners string
  
  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 string
  
  circles string
  
  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 string
  
  external_references string
  
  author object
  
  Hide author attributes Show author attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  type string
  
  role string
  
  first_name string
  
  last_name string
  
  name string
  
  email string
  
  photo_url string
  
  firm string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  business_unit string
  
  groups string
  
  tags string
  
  owners string
  
  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 string
  
  circles string
  
  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 string
  
  external_references string
  
  seller object
  
  Hide seller attributes Show seller attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  type string
  
  role string
  
  first_name string
  
  last_name string
  
  name string
  
  email string
  
  photo_url string
  
  firm string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  business_unit string
  
  groups string
  
  tags string
  
  owners string
  
  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 string
  
  circles string
  
  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 string
  
  external_references string
  
  premium object
  
  Hide premium attributes Show premium attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  transfer_type string
  
  date_of_transfer_valuation string
  
  date_advice_given string
  
  premium integer
  
  premium_monthly integer
  
  premium_annually integer
  
  total_premium_to_date integer
  
  amount integer
  
  percentage number
  
  frequency string
  
  source string
  
  payment_method string
  
  start_date string
  
  end_date string
  
  pensionable_salary integer
  
  details string
  
  created_by string
  
  plan string
  
  transferred_from_plan string
  
  transferred_from_plan_type string
  
  transferred_from_plan_sub_type string
  
  firm object
  
  Hide firm attributes Show firm attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  slug string
  
  address_1 string
  
  address_2 string
  
  town_city string
  
  county string
  
  postcode string
  
  country string
  
  regulatory_text string
  
  logo 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 string
  
  keep_deleted_files_for integer
  
  tax number
  
  month_end integer
  
  statement_frequency string
  
  billing object
  
  Hide billing attributes Show billing attributes object
  
  invoice_address_1 string
  
  invoice_address_2 string
  
  invoice_town_city string
  
  invoice_county string
  
  invoice_postcode string
  
  invoice_country string
  
  invoice_email string
  
  task_board_template string
  
  ip_whitelist array[string]
  
  welcome_paragraph_html string
  
  email_welcome_paragraph_html string
  
  show_fact_find_illustrations boolean
  
  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
  
  notes_count integer

GET /api/v1/charge

curl \
 --request GET 'https://api.plannrcrm.com/api/v1/charge' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"

Response examples (200)

{
  "data": [
    [
      {
        "uuid": "de3ebad3-1073-4d81-ab4e-8294913d7630",
        "created_at": "2026-06-09T14:10:15+01:00",
        "updated_at": "2026-06-09T14:10:15+01:00",
        "payment_origin": "provider",
        "type": "fee",
        "category": "ongoing_fee",
        "recurring": true,
        "frequency": "monthly",
        "start_date": "2025-10-09",
        "end_date": "2026-07-09",
        "next_expectation_date": "2026-06-19",
        "tax_exempt": false,
        "tax": 17.5,
        "amount": {
          "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"
          }
        },
        "percentage": 0.75,
        "percentage_frequency": "annually",
        "charge_identifier": "PLANNR-72484",
        "exclude_from_rmar": true,
        "rmar_type": "adviser_charge",
        "advice_type": "independent",
        "service_type": "initial",
        "advice_area": {
          "deposit": 7500,
          "non_regulated": 0,
          "non_rmar": 0,
          "non_investment_insurance": 0,
          "regulated_mortgage": 2500,
          "retail_investment": 0,
          "other_fca_regulated": 0,
          "unknown": 0
        },
        "plan_value": "plan",
        "chargeable_type": {
          "amount": "12000000",
          "currency": "GBP",
          "formatted": "£120,000.00"
        },
        "chargeable": {
          "uuid": "786dd7c8-ccc8-4ed9-9e80-f70a32321ed8",
          "created_at": "2026-06-09T14:10:15+01:00",
          "updated_at": "2026-06-09T14:10:15+01:00",
          "opened_at": "2026-06-09T14:10:15+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": "2026-06-09T14:10:15+01:00",
          "inactive_reason": "claimed",
          "agency_in_your_name": true,
          "agency_in_your_name_from": "2025-06-09",
          "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": "2025-06-09",
          "on_panel": true,
          "is_group_scheme": false,
          "is_sub_group_scheme": false,
          "is_group_scheme_member": false,
          "advice_area": "non_investment_insurance",
          "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
          "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
          "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
          "covers": "App\\Http\\Resources\\Plans\\CoverResource",
          "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
          "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": "GBP",
              "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": "GBP",
                "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": "GBP",
                "description": "Currency of the money"
              }
            }
          },
          "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
          "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"
            }
          },
          "valued_at": "2026-06-09T14:10:15+01:00",
          "original_valued_at": "2026-06-08T14:10:15+01:00",
          "client": "App\\Http\\Resources\\AccountResource",
          "accounts": "App\\Http\\Resources\\AccountResource",
          "seller": "App\\Http\\Resources\\AccountResource",
          "linked_owners": "App\\Http\\Resources\\AccountResource",
          "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
          "visible_to_circles": "App\\Http\\Resources\\CircleResource",
          "statistics": {
            "recent_growth": 100
          },
          "cases": "App\\Http\\Resources\\CasesResource",
          "tags": "App\\Http\\Resources\\TagResource",
          "is_wrap_product": false,
          "is_wrap_child": false,
          "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
          "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
          "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
          "can_be_deleted": "false",
          "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
          "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
          "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
        },
        "account": {
          "uuid": "becba116-d36d-4fb5-bd21-19fe224e2b44",
          "created_at": "2026-06-09T14:10:15+01:00",
          "updated_at": "2026-06-09T14:10:15+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": "App\\Http\\Resources\\FirmResource",
          "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
          "primary_email": "App\\Http\\Resources\\ContactDetailResource",
          "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
          "assigned_adviser": "App\\Http\\Resources\\AccountResource",
          "assigned_administrator": "App\\Http\\Resources\\AccountResource",
          "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
          "introduced_by": "App\\Http\\Resources\\AccountResource",
          "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
          "groups": "App\\Http\\Resources\\GroupResource",
          "tags": "App\\Http\\Resources\\TagResource",
          "owners": "App\\Http\\Resources\\AccountResource",
          "first_contact_date": "2026-06-09T14:10:15+01:00",
          "next_review_date": "2026-06-09T14:10:15+01:00",
          "previous_review_date": "2026-06-09T14:10:15+01:00",
          "anniversary_review_date": "2026-06-09T14:10:15+01:00",
          "terms_of_business_at": "2026-06-09T14:10:15+01:00",
          "client_agreement_at": "2026-06-09T14:10:15+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "joint_account_circle": "App\\Http\\Resources\\CircleResource",
          "circles": "App\\Http\\Resources\\CircleResource",
          "ownership_percentage": 100,
          "inactive_at": "2026-06-09",
          "last_interaction_at": "2026-06-09 14:10:15",
          "referral_code": "ABC12345",
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          },
          "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
          "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
        },
        "author": {
          "uuid": "a9c8ad65-fc47-4650-8153-192e88555baf",
          "created_at": "2026-06-09T14:10:15+01:00",
          "updated_at": "2026-06-09T14:10:15+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": "App\\Http\\Resources\\FirmResource",
          "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
          "primary_email": "App\\Http\\Resources\\ContactDetailResource",
          "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
          "assigned_adviser": "App\\Http\\Resources\\AccountResource",
          "assigned_administrator": "App\\Http\\Resources\\AccountResource",
          "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
          "introduced_by": "App\\Http\\Resources\\AccountResource",
          "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
          "groups": "App\\Http\\Resources\\GroupResource",
          "tags": "App\\Http\\Resources\\TagResource",
          "owners": "App\\Http\\Resources\\AccountResource",
          "first_contact_date": "2026-06-09T14:10:15+01:00",
          "next_review_date": "2026-06-09T14:10:15+01:00",
          "previous_review_date": "2026-06-09T14:10:15+01:00",
          "anniversary_review_date": "2026-06-09T14:10:15+01:00",
          "terms_of_business_at": "2026-06-09T14:10:15+01:00",
          "client_agreement_at": "2026-06-09T14:10:15+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "joint_account_circle": "App\\Http\\Resources\\CircleResource",
          "circles": "App\\Http\\Resources\\CircleResource",
          "ownership_percentage": 100,
          "inactive_at": "2026-06-09",
          "last_interaction_at": "2026-06-09 14:10:15",
          "referral_code": "ABC12345",
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          },
          "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
          "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
        },
        "seller": {
          "uuid": "f83e62a5-cc55-4061-b2ef-a9576cbdedea",
          "created_at": "2026-06-09T14:10:15+01:00",
          "updated_at": "2026-06-09T14:10:15+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": "App\\Http\\Resources\\FirmResource",
          "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
          "primary_email": "App\\Http\\Resources\\ContactDetailResource",
          "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
          "assigned_adviser": "App\\Http\\Resources\\AccountResource",
          "assigned_administrator": "App\\Http\\Resources\\AccountResource",
          "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
          "introduced_by": "App\\Http\\Resources\\AccountResource",
          "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
          "groups": "App\\Http\\Resources\\GroupResource",
          "tags": "App\\Http\\Resources\\TagResource",
          "owners": "App\\Http\\Resources\\AccountResource",
          "first_contact_date": "2026-06-09T14:10:15+01:00",
          "next_review_date": "2026-06-09T14:10:15+01:00",
          "previous_review_date": "2026-06-09T14:10:15+01:00",
          "anniversary_review_date": "2026-06-09T14:10:15+01:00",
          "terms_of_business_at": "2026-06-09T14:10:15+01:00",
          "client_agreement_at": "2026-06-09T14:10:15+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "joint_account_circle": "App\\Http\\Resources\\CircleResource",
          "circles": "App\\Http\\Resources\\CircleResource",
          "ownership_percentage": 100,
          "inactive_at": "2026-06-09",
          "last_interaction_at": "2026-06-09 14:10:15",
          "referral_code": "ABC12345",
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          },
          "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
          "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
        },
        "premium": {
          "uuid": "2558c0bc-d052-45d2-994d-2752ab61a1f2",
          "created_at": "2026-06-09T14:10:15+01:00",
          "updated_at": "2026-06-09T14:10:15+01:00",
          "transfer_type": "transfer",
          "date_of_transfer_valuation": "2026-01-21",
          "date_advice_given": "2025-12-17",
          "premium": 74584,
          "premium_monthly": 298336,
          "premium_annually": 3580032,
          "total_premium_to_date": 74584,
          "amount": 74584,
          "percentage": 5.5,
          "frequency": "weekly",
          "source": "employee",
          "payment_method": "direct_debit",
          "start_date": "2026-04-25",
          "end_date": "2028-06-09",
          "pensionable_salary": 10000000,
          "details": "Extra premium details",
          "created_by": "App\\Http\\Resources\\AccountResource",
          "plan": "App\\Http\\Resources\\Plans\\PlanResource",
          "transferred_from_plan": "App\\Http\\Resources\\Plans\\PlanResource",
          "transferred_from_plan_type": "cash_account",
          "transferred_from_plan_sub_type": "cash_deposit"
        },
        "firm": {
          "uuid": "0493ad70-7f00-4e6e-afe5-8614621daf99",
          "created_at": "2026-06-09T14:10:15+01:00",
          "updated_at": "2026-06-09T14:10:15+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,
          "addon_subscriptions": "App\\Http\\Resources\\Addons\\AddonSubscriptionResource",
          "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"
          },
          "task_board_template": "App\\Http\\Resources\\Board\\BoardResource",
          "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"
        },
        "notes_count": 5
      }
    ]
  ]
}