Get all expenditures including totals for a client

Get all expenditures including totals for a client 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_uuid}/expenditure

Personal access token & O auth2

Response includes all expenditures for a client along with their calculated income and disposal income

Path parameters

client_uuid string Required

The uuid of the client.

Query parameters

filter[uuid] string

Filter by a comma separated list of UUIDs.

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
  
  section string
  
  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
  
  position string
  
  life_stage_uuid string
  
  life_stage_section_uuid string
  
  life_stage_field_uuid string
  
  accounts string

GET /api/v1/client/{client_uuid}/expenditure

curl \
 --request GET 'https://api.plannrcrm.com/api/v1/client/f6aa1670-dcf0-484e-a0c5-08590fe89a84/expenditure' \
 --header "Authorization: Bearer $ACCESS_TOKEN"

Response examples (200)

{
  "data": [
    [
      {
        "uuid": "7c914801-7998-48a8-b56b-8c567f693281",
        "created_at": "2026-07-22T14:08:40+01:00",
        "updated_at": "2026-07-22T14:08:40+01:00",
        "name": "Electricity",
        "section": "Housekeeping Expenses",
        "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"
          }
        },
        "position": "1",
        "life_stage_uuid": "1b14fa07-026b-49f2-8e21-39df6fd0370a",
        "life_stage_section_uuid": "545fb0bb-a5c2-4655-bf96-3116252cd50f",
        "life_stage_field_uuid": "77813085-3616-4864-b376-e3c4838a78a3",
        "accounts": "[]"
      }
    ]
  ]
}