Get all fact-find requests the client owns. | PlannrCRM API documentation

Get all fact-find requests the client owns. 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

{
  "PlannrCRM MCP server": {
    "url": "https://apidocs.plannrcrm.com/mcp"
  }
}

GET /api/v1/client/{client_id}/fact-find/requests

Personal access token & O auth2

Headers

X-PLANNR-ACCOUNT-UUID string

Path parameters

client_id string Required

The ID of the client.

Query parameters

filter[uuid] string

Filter by a comma separated list of UUIDs.
sort string

Field to sort by. Valid fields are [created_at, updated_at]. Negative sign to denote DESC. Defaults to 'created_at'.
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
  
  status string
  
  completed_at string
  
  invitation_text string
  
  schema object
  
  Hide schema attributes Show schema attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  archived_at string
  
  is_archived boolean
  
  name string
  
  introduction_html string
  
  sections_count integer
  
  public_url string
  
  latest_file object
  
  Hide latest_file attributes Show latest_file attributes object
  
  uuid string
  
  created_at string
  
  original_created_at string
  
  updated_at string
  
  uploaded_at string
  
  status string
  
  filename string
  
  name string
  
  extension string
  
  type string
  
  size string
  
  path string
  
  last_modified string
  
  progress string
  
  download_url string
  
  preview_url string
  
  folder_name string
  
  folder object
  
  Hide folder attributes Show folder 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
  
  Folder name
  
  slug
  
  Slug of the folder name
  
  path
  
  Folder path
  
  clients_read
  
  Denotes whether clients can access this folder and files
  
  clients_write
  
  Denotes whether clients can upload files to this folder
  
  show_client_permissions
  
  Denotes whether the option to change client permissions is enabled which depends on the firm show pseudo folders in client portal setting
  
  is_system_folder
  
  Denotes if this folder is a system folder
  
  is_pseudo_folder
  
  Denotes if this folder is a pseudo folder
  
  is_root_folder
  
  Denotes if this folder is a root folder of a documentable item
  
  documentable_type
  
  The documentable type such as account/plan/case/etc the file was uploaded to
  
  documentable_uuid
  
  The UUID of the documentable resource
  
  documentable
  
  The documentable the file was uploaded to
  
  participants_count
  
  Number of accounts this folder has been directly shared with
  
  folders_count
  
  Number of subfolders within the folder
  
  files_count
  
  Number of files stored in the folder
  
  depth
  
  How many levels deep there are to this folder hierarchy structure
  
  owned
  
  Is true if the authenticated account in the request has created this folder
  
  documentable_type string
  
  documentable string
  
  navigator object
  
  Hide navigator attributes Show navigator attributes object
  
  model_type string
  
  model_uuid 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
  
  URL of your firm logo.
  
  logo_icon
  
  URL of your firm logo icon.
  
  brand_colours
  
  Firm branding colours.
  
  factfind_pdf_header_background
  
  Header background colour (hex) for the fact-find snapshot PDF.
  
  factfind_pdf_header_text
  
  Header text colour (hex) for the fact-find snapshot PDF.
  
  factfind_pdf_logo
  
  URL of the logo used on the fact-find snapshot PDF.
  
  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
  
  IP addresses allowed to access the firm. Authorised Plannr-issued integrations are exempt.
  
  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.
  
  account object
  
  Hide account attributes Show account 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 the primary email of the account instead). The email of the account.
  
  photo_url
  
  The photo URL of the client
  
  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
  
  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
  
  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.
  
  invitation_url string
  
  fact_find_passes object
  
  Hide fact_find_passes attributes Show fact_find_passes attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  firm object
  
  Hide firm attributes Show firm attributes object
  
  uuid string
  
  name string
  
  account object
  
  Hide account attributes Show account 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 the primary email of the account instead). The email of the account.
  
  photo_url
  
  The photo URL of the client
  
  circle object
  
  Hide circle attributes Show circle attributes object
  
  uuid string
  
  name string
  
  expires_at string
  
  progress integer
  
  is_complete boolean
  
  completed_sections integer

GET /api/v1/client/{client_id}/fact-find/requests

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

Response examples (200)

{
  "data": [
    {
      "uuid": "512ee81c-ef00-4c46-96a5-1cc824b94d74",
      "created_at": "2026-10-29T17:25:05+00:00",
      "updated_at": "2026-10-29T17:25:05+00:00",
      "status": "complete",
      "completed_at": "2026-10-24T17:25:05+01:00",
      "invitation_text": "Please complete this fact find!",
      "schema": {
        "uuid": "7daf2518-22b0-4319-a7ce-6254e877ed78",
        "created_at": "2026-10-29T17:25:05+00:00",
        "updated_at": "2026-10-29T17:25:05+00:00",
        "archived_at": "2026-10-28T17:25:05+00:00",
        "is_archived": false,
        "name": "Default fact find",
        "introduction_html": "Welcome to our fact find! <b>You can use some HTML too.</b>",
        "sections_count": 5,
        "public_url": "https://api.plannrcrm.com/fact-find/4dec4cda-d99c-4e89-9af9-07fc657662e8"
      },
      "latest_file": {
        "uuid": "16344b3c-44c6-4a0e-b8f7-c76ac875e055",
        "created_at": "2026-10-29T17:25:05+00:00",
        "original_created_at": "2026-10-29T17:25:05+00:00",
        "updated_at": "2026-10-29T17:25:05+00:00",
        "uploaded_at": "2026-10-29T17:25:05+00:00",
        "status": "uploaded",
        "filename": "Welcome to Plannr.pdf",
        "name": "Welcome to Plannr",
        "extension": "pdf",
        "type": "type",
        "size": "21691783",
        "path": "Gareth Thompson/Subfolder/Welcome to Plannr.pdf",
        "last_modified": "2026-10-29T17:25:05+00:00",
        "progress": "100",
        "download_url": "https://api.plannrcrm.com/file/25c3a491-570f-4217-bd47-5b55aa4217aa/download",
        "preview_url": "https://api.plannrcrm.com/file/8e71bd4b-77d0-43aa-b883-f687ace00189/preview",
        "folder_name": "folder 2",
        "folder": {
          "uuid": "c3bf8b18-2e4b-43cb-b32d-0bdb55ba7830",
          "created_at": "2026-10-29T17:25:13+00:00",
          "updated_at": "2026-10-29T17:25:13+00:00",
          "name": "Important Documents",
          "slug": "important-documents",
          "path": "Codepotato/Important Documents",
          "clients_read": true,
          "clients_write": true,
          "show_client_permissions": true,
          "is_system_folder": true,
          "is_pseudo_folder": true,
          "is_root_folder": true,
          "documentable_type": "account",
          "documentable_uuid": "account",
          "documentable": "Object",
          "participants_count": 3,
          "folders_count": 5,
          "files_count": 8,
          "depth": 5,
          "owned": false
        },
        "documentable_type": "account",
        "documentable": "Object",
        "navigator": {
          "model_type": "account",
          "model_uuid": "49edbd7b-d759-4a9a-ab63-7cdf8a8cce0c"
        },
        "firm": {
          "uuid": "a473c07b-c216-494a-832a-22add43fe748",
          "created_at": "2026-10-29T17:25:13+00:00",
          "updated_at": "2026-10-29T17:25:13+00:00",
          "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"
          },
          "factfind_pdf_header_background": "#0E0E56",
          "factfind_pdf_header_text": "#ffffff",
          "factfind_pdf_logo": "https://api.plannrcrm.com/images/plannr.jpg",
          "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"
        },
        "account": {
          "uuid": "6fc648bb-914f-4768-8a4f-2c6e50c0d7d7",
          "created_at": "2026-10-29T17:25:13+00:00",
          "updated_at": "2026-10-29T17:25:13+00:00",
          "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"
        },
        "tags": {
          "uuid": "33f99866-b8c1-412e-90cd-3555125539c1",
          "created_at": "2026-10-29T17:25:13+00:00",
          "updated_at": "2026-10-29T17:25:13+00:00",
          "name": "Mortgage",
          "slug": "mortgage",
          "colour": "#ef4582"
        }
      },
      "account": {
        "uuid": "abb8b2a8-4a32-437d-b5c0-6b5e40070d90",
        "created_at": "2026-10-29T17:25:05+00:00",
        "updated_at": "2026-10-29T17:25:05+00:00",
        "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",
        "external_references": {
          "uuid": "d966c70b-b1e3-4681-a484-10e116f601a0",
          "created_at": "2026-10-29T17:25:13+00:00",
          "updated_at": "2026-10-29T17:25:13+00:00",
          "third_party": "nucleus",
          "reference": "AB123456"
        }
      },
      "invitation_url": "https://api.plannrcrm.com/fact-find/7cfc319e-d78e-4a75-9ffd-5c23758055db/45538017-b8f4-4049-afa1-f397ec754673",
      "fact_find_passes": {
        "uuid": "33510206-b642-4656-bf3b-b7845ec21619",
        "created_at": "2026-10-29T17:25:05+00:00",
        "updated_at": "2026-10-29T17:25:05+00:00",
        "firm": {
          "uuid": "97f7881c-fbe2-486e-bd72-4bbdf2643adb",
          "name": "Codepotato Ltd"
        },
        "account": {
          "uuid": "6fc648bb-914f-4768-8a4f-2c6e50c0d7d7",
          "created_at": "2026-10-29T17:25:13+00:00",
          "updated_at": "2026-10-29T17:25:13+00:00",
          "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"
        },
        "circle": {
          "uuid": "91ead569-093f-48a6-8991-b7d13af84c1c",
          "name": "The Codepotato Gang"
        },
        "expires_at": "2026-10-29T17:25:05+00:00",
        "progress": 50,
        "is_complete": false,
        "completed_sections": 2
      }
    }
  ]
}