GET /api/v1/circles/{circle_uuid}/accounts
Personal access token & O auth2

Gets a list of accounts for the circle with related data

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • circle_uuid string Required

Query parameters

  • filter[account_uuids] string

    Filter by a comma separated list of account UUIDs.

  • sort string

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

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
      • email string
      • linked_clients array[object]
        Hide linked_clients attributes Show linked_clients attributes object
        • uuid string
        • name string
        • relationship string
      • logins array[object]
        Hide logins attributes Show logins attributes object
        • uuid string
        • created_at string
        • updated_at string
        • expires_at string
        • has_write_permission boolean
        • has_delete_permission boolean
        • primary boolean
        • receives_unread_notifications_email boolean
        • wealth_enabled boolean
        • goals_enabled boolean
        • factfind_enabled boolean
        • tasks_enabled boolean
        • welcome_enabled boolean
        • first_name string
        • last_name string
        • email string
        • account string
        • firm string
        • is_impersonated boolean
GET /api/v1/circles/{circle_uuid}/accounts 
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/circles/6ff8f7f6-1eb3-3525-be4a-3932c805afed/accounts' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "data": [
    {
      "name": "Gareth Thompson",
      "uuid": "78a471bc-5a76-45d7-9478-1acdab498d48",
      "email": "gareth@codepotato.co.uk",
      "logins": [
        {
          "firm": "App\\Http\\Resources\\FirmResource",
          "uuid": "5ca26d49-260a-4cca-8d06-f11ab577c3ac",
          "email": "gareth@plannrcrm.com",
          "account": "App\\Http\\Resources\\AccountResource",
          "primary": false,
          "last_name": "Thompson",
          "created_at": "2025-12-04T22:09:15+00:00",
          "expires_at": "2026-03-14T22:09:15+00:00",
          "first_name": "Gareth",
          "updated_at": "2025-12-04T22:09:15+00:00",
          "goals_enabled": true,
          "tasks_enabled": true,
          "wealth_enabled": true,
          "is_impersonated": false,
          "welcome_enabled": true,
          "factfind_enabled": true,
          "has_write_permission": false,
          "has_delete_permission": false,
          "receives_unread_notifications_email": true
        }
      ],
      "created_at": "2025-12-04T22:09:15+00:00",
      "updated_at": "2025-12-04T22:09:15+00:00",
      "linked_clients": [
        {
          "name": "Gareth",
          "uuid": "3139dfa6-937b-4326-ae9c-aaa9072441aa",
          "relationship": "Father"
        }
      ]
    }
  ]
}