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Add MCP server to your AI tool

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

MCP server URL

https://apidocs.plannrcrm.com/mcp

Standard setup for AI tools providing an mcp.json file

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

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • uuid string Required

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • uuid string

      The UUID of the resource.

    • created_at string

      The timestamp of when the resource was created.

    • updated_at string

      The timestamp of when the resource was updated.

    • name string

      The Circle name

    • photo_url string

      URL for initial avatar image

    • bg_colour string

      Hex colour background for avatar

    • accounts array[object]

      Accounts belonging to the circle

      Hide accounts attributes Show accounts 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
    • groups array[object]

      Groups the circle belongs to

      Hide groups attributes Show groups attributes object
      • uuid string
      • name string
      • slug string
      • participants_count string
      • participants object
        Hide participants attributes Show participants attributes object
        • uuid object
          Hide uuid attributes Show uuid attributes object
          • example string
          • description string
        • role object
          Hide role attributes Show role attributes object
          • example string
          • description string
        • first_name object
          Hide first_name attributes Show first_name attributes object
          • example string
          • description string
        • last_name object
          Hide last_name attributes Show last_name attributes object
          • example string
          • description string
        • name object
          Hide name attributes Show name attributes object
          • example string
          • description string
        • email object
          Hide email attributes Show email attributes object
          • example string
          • description string
      • created_at string
      • updated_at string
    • joint_account_uuid string

      uuid of joint account where circle created from joint account

    • login_access_level string

      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 string

      UUID of the circle's current life stage for expenditure

    • external_references array[object]

      The external references that have been added to the client.

      Hide external_references attributes Show external_references attributes object
      • uuid string
      • created_at string
      • updated_at string
      • third_party string
      • reference string
GET /api/v1/circles/{uuid} 
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/circles/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "uuid": "fce8e993-feef-4738-8834-6d56af3b1abc",
  "created_at": "2026-06-08T16:08:01+01:00",
  "updated_at": "2026-06-08T16:08:01+01:00",
  "name": "Jones Family",
  "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
  "bg_colour": "#35f4e1",
  "accounts": [
    {
      "uuid": "37bbfb6d-546b-498b-b425-63cb9f4d1da9",
      "created_at": "2026-06-08T16:08:01+01:00",
      "updated_at": "2026-06-08T16:08:01+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": "2026-06-08T16:08:01+01:00",
      "next_review_date": "2026-06-08T16:08:01+01:00",
      "previous_review_date": "2026-06-08T16:08:01+01:00",
      "anniversary_review_date": "2026-06-08T16:08:01+01:00",
      "terms_of_business_at": "2026-06-08T16:08:01+01:00",
      "client_agreement_at": "2026-06-08T16:08:01+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": "2026-06-08",
      "last_interaction_at": "2026-06-08 16:08:01",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      },
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    }
  ],
  "groups": [
    {
      "uuid": "1c7c6826-37c6-4783-b6eb-db28e15bd638",
      "name": "finance",
      "slug": "finance",
      "participants_count": "3",
      "participants": {
        "uuid": {
          "example": "18948eec-04db-4f97-aa8d-ce52b705fe52",
          "description": "UUID of the account"
        },
        "role": {
          "example": "client",
          "description": "Role of the account"
        },
        "first_name": {
          "example": "Gareth",
          "description": "First name of the account"
        },
        "last_name": {
          "example": "Thompson",
          "description": "Last name of the account"
        },
        "name": {
          "example": "Gareth Thompson",
          "description": "Name of the account"
        },
        "email": {
          "example": "gareth@codepotato.co.uk",
          "description": "Email of the account"
        }
      },
      "created_at": "2026-06-08T16:08:01+01:00",
      "updated_at": "2026-06-08T16:08:01+01:00"
    }
  ],
  "joint_account_uuid": "53816322-d455-4b9c-8a42-3de208e00d40",
  "login_access_level": "write",
  "current_life_stage_uuid": "a59d4ebe-de60-4dc8-a4bc-7ff56a661ecd",
  "external_references": [
    {
      "uuid": "2782eaa8-ca55-4391-affb-0d0a9762d4e6",
      "created_at": "2026-06-08T16:08:01+01:00",
      "updated_at": "2026-06-08T16:08:01+01:00",
      "third_party": "nucleus",
      "reference": "AB123456"
    }
  ]
}