Get all charge split schemas 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"
  }
}
Close
GET /api/v1/charge-split-schema
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Query parameters

  • filter[uuid] string

    Filter by a comma separated list of UUIDs.

  • filter[name] string

    Name to filter by

  • filter[valid_for_advisers] boolean

    Only include charge split schemas which are valid for advisers

  • filter[valid_for_clients] boolean

    Only include charge split schemas which are valid for clients

  • filter[valid_for_introducers] boolean

    Only include charge split schemas which are valid for introducers

  • sort string

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

  • 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
      • min_percentage integer
      • max_percentage integer
      • default_percentage integer
      • percentage_paid_by_firm integer
      • percentage_paid_by_adviser integer
      • can_change_transfer_fci boolean
      • default_transfer_fci boolean
      • can_change_initial boolean
      • default_initial boolean
      • can_change_ongoing boolean
      • default_ongoing boolean
      • valid_for_advisers boolean
      • valid_for_clients boolean
      • valid_for_introducers boolean
      • visible_to_advisers boolean
GET /api/v1/charge-split-schema 
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/charge-split-schema' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "data": [
    [
      {
        "uuid": "6354b13b-e5d9-4f31-8a3f-ed80f7b6cc4e",
        "created_at": "2026-07-20T11:19:01+01:00",
        "updated_at": "2026-07-20T11:19:01+01:00",
        "name": "Basic Introducer Rate",
        "min_percentage": 10,
        "max_percentage": 20,
        "default_percentage": 15,
        "percentage_paid_by_firm": 25,
        "percentage_paid_by_adviser": 75,
        "can_change_transfer_fci": true,
        "default_transfer_fci": true,
        "can_change_initial": true,
        "default_initial": true,
        "can_change_ongoing": true,
        "default_ongoing": true,
        "valid_for_advisers": true,
        "valid_for_clients": true,
        "valid_for_introducers": true,
        "visible_to_advisers": true
      }
    ]
  ]
}