Get a conversation. 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/conversation/{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
    • created_at string
    • updated_at string
    • name string
    • slug string
    • belongs_to_case boolean
    • case object
      Hide case attributes Show case attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • slug string
      • status object
        Hide status attributes Show status 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

          The name of the status.

        • colour

          The colour of the status.

        • position

          The position of the status.

        • is_type_completed

          Indicates if the status is for a completed case type.

      • type object
        Hide type attributes Show type attributes object
        • uuid

          The UUID of the type

        • name

          Name of the type

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

      • review_at string
      • assigned_to_uuids array[string]
      • group_uuids array[string]
      • completed_at string
      • value object
        Hide value attributes Show value 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
      • status_position integer
      • participants_count integer
      • participants object
        Hide participants attributes Show participants 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 primary_email instead). The email of the account.

        • photo_url

          URL for initial avatar image

        • first_contact_date

          First contact date

        • next_review_date

          Next review date

        • previous_review_date

          Previous review date

        • anniversary_review_date

          Anniversary review date

        • terms_of_business_at

          Date the Terms of Business were agreed and signed

        • client_agreement_at

          Date the client agreement was agreed and signed

        • with_login

          Denotes whether the account has a login to Plannr

        • has_joint_account

          Denotes whether this account belongs to a joint account too

        • can_be_deleted

          Denotes if the account can be deleted

        • ownership_percentage

          Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

        • inactive_at

          Inactive from date

        • last_interaction_at

          Last interaction date

        • referral_code

          Unique referral code for the employee account (employees only)

        • is_out_of_office

          Denotes whether the account is currently within an active Out of Office window (employees only)

        • out_of_office_from

          Start of the Out of Office period (employees only). Null when not out of office

        • out_of_office_until

          End of the Out of Office period (employees only). Null when not out of office

        • out_of_office_message

          Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

        • is_pending_fact_find_account

          Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

        • permissions

          Permission map where keys are permission names and values are target arrays

      • task_board_uuid string
      • plans object
        Hide plans attributes Show plans 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.

        • opened_at

          Timestamp of when the plan was originally opened

        • name

          Name of the plan

        • type

          Type of plan, this will indicate what to expect from the fields attribute

        • sub_type

          Plan sub type

        • abstract_type

          describes if the plan is an asset, protection or liability

        • policy_number

          The policy number on the main sub account of the plan

        • proposal_reference

          The proposal reference on the main sub account of the plan

        • status

          Plan status

        • inactive_at

          Timestamp of when the plan became inactive

        • inactive_reason

          Reason for inactivity

        • agency_in_your_name

          Denotes if plan has agency in your name

        • agency_in_your_name_from

          Date the agency was in your name from

        • originally_sold_by_firm

          Denotes if the plan was originally sold by your firm

        • under_advice

          Denotes if plan is under advice

        • visible_on_client_portal

          Denotes if this plan is visible to clients on the client portal

        • include_in_client_valuation

          Denotes if this plan should be included in the client valuation

        • show_on_joint

          Denotes if this individual account can be seen when viewing joint plans on any joint accounts the individual client is a part of

        • shown_on_circles

          Determines if plan should be shown on a circle

        • review_date

          Review date

        • on_panel

          On panel

        • is_group_scheme

          Denotes if the plan is a group scheme plan. When a plan is a group scheme plan you will be able to manage group scheme members and sub schemes.

        • is_sub_group_scheme

          Denotes if the plan is a sub-scheme of a group scheme.

        • is_group_scheme_member

          Denotes if the plan is group scheme member plan. Each group scheme member is their own plan for maximum customisation.

        • advice_area

          The advice area of the plan based on the plan's sub type.

        • total_benefit_amount

          Total amount benefit of all covers

        • total_benefits

          Total benefits broken down in to cover types

        • value

          Total value of the plan

        • valued_at

          When the plan was last valued - Please note this is likely going to be the current date. If you would like to see the last real date it was valued by a provider or created manually, use original_valued_at

        • original_valued_at

          When the plan was originally valued - Please note our plans is valued daily but this is the date the valuation was originally added to the system.

        • statistics

          The statistics on a plan. Only displayed when you retrieve an individual plan

        • is_wrap_product

          Determines if the plan is a wrap plan

        • is_wrap_child

          Determines if the plan is a wrap child

        • can_be_deleted

          Denotes if the plan can be deleted

      • custom_fields object
        Hide custom_fields attributes Show custom_fields attributes object
        • uuid

          The UUID of the custom field

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • type

          The type of custom field

        • name

          The name of the custom field

        • reference

          The reference of the custom field, used when updating the custom field on the model.

        • is_required

          Denotes if the custom field is required

        • value

          The value of the custom field

        • selection_options

          This is the array of available options for the selection box. If the type is "selection" this array will be provided.

        • help_text

          Optional help text to aide the custom field. Will be displayed on Plannr.

    • participants_count integer
    • participants array[object]
      Hide participants attributes Show participants 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 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_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.

        • 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

          A list of IP Addresses a firm is allowed to log in from.

        • 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.

      • primary_phone_number object
        Hide primary_phone_number attributes Show primary_phone_number 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

          Contact detail type

        • name

          Contact detail description

        • value

          Contact detail value

        • phone_number_meta

          If the type is a phone number, this additional field will be displayed giving you information about the phone number.

      • primary_email object
        Hide primary_email attributes Show primary_email 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

          Contact detail type

        • name

          Contact detail description

        • value

          Contact detail value

        • phone_number_meta

          If the type is a phone number, this additional field will be displayed giving you information about the phone number.

      • current_time_entry object
        Hide current_time_entry attributes Show current_time_entry 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

          The name of the time entry.

        • description

          The description of the time entry.

        • trackable_type

          The model type that is being tracked. The example given is a client, but it can be a case, firm, circle or task.

        • start_date

          The start time of the time entry.

        • end_date

          The end time of the time entry.

        • is_active

          Determines if the time entry is currently ongoing.

        • total_time_in_minutes

          Total time in minutes.

        • computed_time_elapsed_in_seconds

          Computed time elapsed in seconds.

      • assigned_adviser object
        Hide assigned_adviser attributes Show assigned_adviser 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 primary_email instead). The email of the account.

        • photo_url

          URL for initial avatar image

        • first_contact_date

          First contact date

        • next_review_date

          Next review date

        • previous_review_date

          Previous review date

        • anniversary_review_date

          Anniversary review date

        • terms_of_business_at

          Date the Terms of Business were agreed and signed

        • client_agreement_at

          Date the client agreement was agreed and signed

        • with_login

          Denotes whether the account has a login to Plannr

        • has_joint_account

          Denotes whether this account belongs to a joint account too

        • can_be_deleted

          Denotes if the account can be deleted

        • ownership_percentage

          Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

        • inactive_at

          Inactive from date

        • last_interaction_at

          Last interaction date

        • referral_code

          Unique referral code for the employee account (employees only)

        • is_out_of_office

          Denotes whether the account is currently within an active Out of Office window (employees only)

        • out_of_office_from

          Start of the Out of Office period (employees only). Null when not out of office

        • out_of_office_until

          End of the Out of Office period (employees only). Null when not out of office

        • out_of_office_message

          Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

        • is_pending_fact_find_account

          Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

        • permissions

          Permission map where keys are permission names and values are target arrays

      • assigned_administrator object
        Hide assigned_administrator attributes Show assigned_administrator 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 primary_email instead). The email of the account.

        • photo_url

          URL for initial avatar image

        • first_contact_date

          First contact date

        • next_review_date

          Next review date

        • previous_review_date

          Previous review date

        • anniversary_review_date

          Anniversary review date

        • terms_of_business_at

          Date the Terms of Business were agreed and signed

        • client_agreement_at

          Date the client agreement was agreed and signed

        • with_login

          Denotes whether the account has a login to Plannr

        • has_joint_account

          Denotes whether this account belongs to a joint account too

        • can_be_deleted

          Denotes if the account can be deleted

        • ownership_percentage

          Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

        • inactive_at

          Inactive from date

        • last_interaction_at

          Last interaction date

        • referral_code

          Unique referral code for the employee account (employees only)

        • is_out_of_office

          Denotes whether the account is currently within an active Out of Office window (employees only)

        • out_of_office_from

          Start of the Out of Office period (employees only). Null when not out of office

        • out_of_office_until

          End of the Out of Office period (employees only). Null when not out of office

        • out_of_office_message

          Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

        • is_pending_fact_find_account

          Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

        • permissions

          Permission map where keys are permission names and values are target arrays

      • assigned_paraplanner object
        Hide assigned_paraplanner attributes Show assigned_paraplanner 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 primary_email instead). The email of the account.

        • photo_url

          URL for initial avatar image

        • first_contact_date

          First contact date

        • next_review_date

          Next review date

        • previous_review_date

          Previous review date

        • anniversary_review_date

          Anniversary review date

        • terms_of_business_at

          Date the Terms of Business were agreed and signed

        • client_agreement_at

          Date the client agreement was agreed and signed

        • with_login

          Denotes whether the account has a login to Plannr

        • has_joint_account

          Denotes whether this account belongs to a joint account too

        • can_be_deleted

          Denotes if the account can be deleted

        • ownership_percentage

          Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

        • inactive_at

          Inactive from date

        • last_interaction_at

          Last interaction date

        • referral_code

          Unique referral code for the employee account (employees only)

        • is_out_of_office

          Denotes whether the account is currently within an active Out of Office window (employees only)

        • out_of_office_from

          Start of the Out of Office period (employees only). Null when not out of office

        • out_of_office_until

          End of the Out of Office period (employees only). Null when not out of office

        • out_of_office_message

          Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

        • is_pending_fact_find_account

          Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

        • permissions

          Permission map where keys are permission names and values are target arrays

      • introduced_by object
        Hide introduced_by attributes Show introduced_by 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 primary_email instead). The email of the account.

        • photo_url

          URL for initial avatar image

        • first_contact_date

          First contact date

        • next_review_date

          Next review date

        • previous_review_date

          Previous review date

        • anniversary_review_date

          Anniversary review date

        • terms_of_business_at

          Date the Terms of Business were agreed and signed

        • client_agreement_at

          Date the client agreement was agreed and signed

        • with_login

          Denotes whether the account has a login to Plannr

        • has_joint_account

          Denotes whether this account belongs to a joint account too

        • can_be_deleted

          Denotes if the account can be deleted

        • ownership_percentage

          Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

        • inactive_at

          Inactive from date

        • last_interaction_at

          Last interaction date

        • referral_code

          Unique referral code for the employee account (employees only)

        • is_out_of_office

          Denotes whether the account is currently within an active Out of Office window (employees only)

        • out_of_office_from

          Start of the Out of Office period (employees only). Null when not out of office

        • out_of_office_until

          End of the Out of Office period (employees only). Null when not out of office

        • out_of_office_message

          Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

        • is_pending_fact_find_account

          Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

        • permissions

          Permission map where keys are permission names and values are target arrays

      • business_unit object
        Hide business_unit attributes Show business_unit attributes object
        • uuid

          The UUID of the resource.

        • name

          Name of the business unit.

        • has_alternative_branding

          Whether alternative branding is enabled for this business unit.

        • brand_colours

          Brand colours for this business unit, merged with firm defaults.

        • members_count

          Number of accounts assigned to this business unit

        • groups_count

          Number of groups assigned to this business unit

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

      • groups object
        Hide groups attributes Show groups attributes object
        • uuid

          UUID of the group

        • name

          Name of the group

        • slug

          Slug of the group

        • participants_count

          Number of participants in the group

        • participants

          Participants in this group

        • created_at

          Timestamp of when the group was created

        • updated_at

          Timestamp of when the group was updated

      • 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

      • owners object
        Hide owners attributes Show owners 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 primary_email instead). The email of the account.

        • photo_url

          URL for initial avatar image

        • first_contact_date

          First contact date

        • next_review_date

          Next review date

        • previous_review_date

          Previous review date

        • anniversary_review_date

          Anniversary review date

        • terms_of_business_at

          Date the Terms of Business were agreed and signed

        • client_agreement_at

          Date the client agreement was agreed and signed

        • with_login

          Denotes whether the account has a login to Plannr

        • has_joint_account

          Denotes whether this account belongs to a joint account too

        • can_be_deleted

          Denotes if the account can be deleted

        • ownership_percentage

          Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

        • inactive_at

          Inactive from date

        • last_interaction_at

          Last interaction date

        • referral_code

          Unique referral code for the employee account (employees only)

        • is_out_of_office

          Denotes whether the account is currently within an active Out of Office window (employees only)

        • out_of_office_from

          Start of the Out of Office period (employees only). Null when not out of office

        • out_of_office_until

          End of the Out of Office period (employees only). Null when not out of office

        • out_of_office_message

          Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

        • is_pending_fact_find_account

          Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

        • permissions

          Permission map where keys are permission names and values are target arrays

      • 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 object
        Hide joint_account_circle attributes Show joint_account_circle 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

          The Circle name

        • photo_url

          URL for initial avatar image

        • bg_colour

          Hex colour background for avatar

        • has_portal_access

          Whether any member of the circle has portal access

        • portal_access_status

          Aggregated portal access status: active, never_logged_in, or no_portal_access

        • engagement_rating

          Aggregated engagement rating: green, amber, red, or none

        • last_login

          Most recent portal login across all circle members, including who logged in

        • portal_login_count_30d

          Total portal login count across all members in last 30 days

        • portal_login_count_90d

          Total portal login count across all members in last 90 days

        • portal_login_count_365d

          Total portal login count across all members in last 365 days

        • joint_account_uuid

          uuid of joint account where circle created from joint account

        • login_access_level

          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

          UUID of the circle's current life stage for expenditure

      • circles object
        Hide circles attributes Show circles 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

          The Circle name

        • photo_url

          URL for initial avatar image

        • bg_colour

          Hex colour background for avatar

        • has_portal_access

          Whether any member of the circle has portal access

        • portal_access_status

          Aggregated portal access status: active, never_logged_in, or no_portal_access

        • engagement_rating

          Aggregated engagement rating: green, amber, red, or none

        • last_login

          Most recent portal login across all circle members, including who logged in

        • portal_login_count_30d

          Total portal login count across all members in last 30 days

        • portal_login_count_90d

          Total portal login count across all members in last 90 days

        • portal_login_count_365d

          Total portal login count across all members in last 365 days

        • joint_account_uuid

          uuid of joint account where circle created from joint account

        • login_access_level

          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

          UUID of the circle's current life stage for expenditure

      • ownership_percentage integer
      • inactive_at string
      • last_interaction_at string
      • referral_code string
      • is_out_of_office boolean
      • out_of_office_from string
      • out_of_office_until string
      • out_of_office_message string
      • service_level object
        Hide service_level attributes Show service_level attributes object
        • uuid

          The UUID of the resource.

        • name

          The name of the service level.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

      • is_pending_fact_find_account boolean
      • permissions object
        Hide permissions attributes Show permissions attributes object
        • firm:read array[string]
        • network:read array[string]
      • custom_fields object
        Hide custom_fields attributes Show custom_fields attributes object
        • uuid

          The UUID of the custom field

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • type

          The type of custom field

        • name

          The name of the custom field

        • reference

          The reference of the custom field, used when updating the custom field on the model.

        • is_required

          Denotes if the custom field is required

        • value

          The value of the custom field

        • selection_options

          This is the array of available options for the selection box. If the type is "selection" this array will be provided.

        • help_text

          Optional help text to aide the custom field. Will be displayed on Plannr.

      • 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.

    • latest_message object
      Hide latest_message attributes Show latest_message attributes object
      • uuid string
      • created_at string
      • updated_at string
      • deleted_at string
      • contents string
      • edited boolean
      • files object
        Hide files attributes Show files attributes object
        • uuid

          UUID of the file

        • created_at

          The timestamp of when the resource was created.

        • original_created_at

          Timestamp of when the file was originally created

        • updated_at

          The timestamp of when the resource was updated.

        • uploaded_at

          Timestamp of when the file was uploaded

        • status

          Current status of the uploading progress

        • filename

          The filename including extension

        • name

          The name of the file without extension

        • extension

          The extension of the file

        • type

          The MIME type of the file

        • size

          The size of the file in bytes

        • path

          The path of the file

        • last_modified

          Timestamp of when the file was last modified before uploading

        • progress

          The progress of the uploaded file as a percentage between 0 and 100

        • download_url

          The download URL of the file

        • preview_url

          The URL to preview the file inline in the browser. Only present for images and PDFs within the preview size limit

        • folder_name

          The name of the folder the file is located in

        • documentable_type

          The documentable type such as account/plan/case/etc the file was uploaded to

        • documentable

          The documentable the file was uploaded to

        • navigator

          The documentable type and its UUID in order to navigator to the correct resource

      • author object
        Hide author attributes Show author 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 primary_email instead). The email of the account.

        • photo_url

          URL for initial avatar image

        • first_contact_date

          First contact date

        • next_review_date

          Next review date

        • previous_review_date

          Previous review date

        • anniversary_review_date

          Anniversary review date

        • terms_of_business_at

          Date the Terms of Business were agreed and signed

        • client_agreement_at

          Date the client agreement was agreed and signed

        • with_login

          Denotes whether the account has a login to Plannr

        • has_joint_account

          Denotes whether this account belongs to a joint account too

        • can_be_deleted

          Denotes if the account can be deleted

        • ownership_percentage

          Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

        • inactive_at

          Inactive from date

        • last_interaction_at

          Last interaction date

        • referral_code

          Unique referral code for the employee account (employees only)

        • is_out_of_office

          Denotes whether the account is currently within an active Out of Office window (employees only)

        • out_of_office_from

          Start of the Out of Office period (employees only). Null when not out of office

        • out_of_office_until

          End of the Out of Office period (employees only). Null when not out of office

        • out_of_office_message

          Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

        • is_pending_fact_find_account

          Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

        • permissions

          Permission map where keys are permission names and values are target arrays

      • user object
        Hide user attributes Show user 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

          The user type

        • first_name

          First name of the user

        • last_name

          Last name of the user

        • name

          Name of the user

        • email

          Email of the user

        • photo_url

          The photo URL of the user.

        • two_factor_enabled

          Denotes if the two factor authentication has been enabled.

        • two_factor_setup_required

          Denotes if the user must set up two factor authentication before they can access their current client account, because the firm enforces it.

        • two_factor_type

          The type of two factor enabled.

        • otp_confirmed_at

          The date when OTP two factor was confirmed

        • otp_pending

          Denotes if the OTP two factor is pending

        • sms_two_factor_enabled

          Denotes if the SMS two factor is enabled

        • two_factor_mobile

          The E.164 mobile phone used for two factor authentication.

        • two_factor_mobile_meta

          If the two_factor_mobile is present, this additional field will be displayed giving you information about the phone number.

        • session_expires_at

          The session expiry time if signed in via the front-end.

        • remember_token_expires_at

          Denotes when the users "remember me" token expires.

        • should_auto_save_notes

          Denotes if the user wants to use the auto-save notes feature. Can reduce browser performance on low-powered machines.

      • reactions object
        Hide reactions attributes Show reactions 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.

        • account_uuid

          The UUID of the account that reacted

        • account_name

          The name of the account that reacted

        • reaction

          The reaction type

    • messages_count integer
    • files_count integer
    • tags array[object]
      Hide tags attributes Show tags attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • slug string
      • colour string
    • pinned boolean
    • is_admin boolean
GET /api/v1/conversation/{uuid} 
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/conversation/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "uuid": "f4c5bf32-2cec-444a-9361-41cc8915b10e",
  "created_at": "2026-09-17T15:10:59+01:00",
  "updated_at": "2026-09-17T15:10:59+01:00",
  "name": "Welcome to Plannr",
  "slug": "welcome-to-plannr",
  "belongs_to_case": true,
  "case": {
    "uuid": "e5b541aa-25c8-4042-9f69-7de1a641c1df",
    "created_at": "2026-09-17T15:10:59+01:00",
    "updated_at": "2026-09-17T15:10:59+01:00",
    "name": "finance",
    "slug": "finance",
    "status": {
      "uuid": "cc93795e-0e08-4824-847a-2b2fdd51ba8c",
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+01:00",
      "name": "To Be Reviewed",
      "colour": "#23852B",
      "position": 5,
      "is_type_completed": false
    },
    "type": {
      "uuid": null,
      "name": "Mortgage Plan",
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+01:00"
    },
    "review_at": "2026-09-17T15:10:59+01:00",
    "assigned_to_uuids": [
      "dd8abb4f-c5fa-4d1c-a6bf-2705fd2bb6e7"
    ],
    "group_uuids": [
      "a6673f9e-e3f4-42be-9fab-e27dd8196223"
    ],
    "completed_at": "2026-09-17T15:10:59+01:00",
    "value": {
      "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"
      }
    },
    "status_position": 4,
    "participants_count": 4,
    "participants": {
      "uuid": "5d02ad32-4b6f-42c7-ab44-a0c8dcaa032c",
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+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",
      "first_contact_date": "2026-09-17T15:11:06+01:00",
      "next_review_date": "2026-09-17T15:11:06+01:00",
      "previous_review_date": "2026-09-17T15:11:06+01:00",
      "anniversary_review_date": "2026-09-17T15:11:06+01:00",
      "terms_of_business_at": "2026-09-17T15:11:06+01:00",
      "client_agreement_at": "2026-09-17T15:11:06+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-09-17",
      "last_interaction_at": "2026-09-17 15:11:06",
      "referral_code": "ABC12345",
      "is_out_of_office": true,
      "out_of_office_from": "2026-09-17T15:11:06+01:00",
      "out_of_office_until": "2026-09-17T15:11:06+01:00",
      "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
      "is_pending_fact_find_account": false,
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "task_board_uuid": "e67b15a9-bf6e-46c8-8312-ddf03324a1a4",
    "plans": {
      "uuid": "6bdc4e09-615d-4da3-9a66-53284b6e44be",
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+01:00",
      "opened_at": "2026-09-17T15:11:06+01:00",
      "name": "Johns ISA",
      "type": "cash_account",
      "sub_type": "lifetime isa",
      "abstract_type": "asset",
      "policy_number": "AVIVA-123",
      "proposal_reference": "AB123456",
      "status": "inactive",
      "inactive_at": "2026-09-17T15:11:06+01:00",
      "inactive_reason": "claimed",
      "agency_in_your_name": true,
      "agency_in_your_name_from": "2025-09-17",
      "originally_sold_by_firm": true,
      "under_advice": true,
      "visible_on_client_portal": true,
      "include_in_client_valuation": true,
      "show_on_joint": true,
      "shown_on_circles": true,
      "review_date": "2025-09-17",
      "on_panel": true,
      "is_group_scheme": false,
      "is_sub_group_scheme": false,
      "is_group_scheme_member": false,
      "advice_area": "non_investment_insurance",
      "total_benefit_amount": {
        "amount": {
          "example": "25000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£250,000.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": null,
          "description": "Currency of the money"
        }
      },
      "total_benefits": {
        "critical_illness": {
          "amount": {
            "example": "15000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£150,000.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": null,
            "description": "Currency of the money"
          }
        },
        "family_income_benefit": {
          "amount": {
            "example": "10000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£100,000.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": null,
            "description": "Currency of the money"
          }
        }
      },
      "value": {
        "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": null,
          "description": "Currency of the money"
        }
      },
      "valued_at": "2026-09-17T15:11:06+01:00",
      "original_valued_at": "2026-09-16T15:11:06+01:00",
      "statistics": {
        "recent_growth": 100
      },
      "is_wrap_product": false,
      "is_wrap_child": false,
      "can_be_deleted": "false"
    },
    "custom_fields": {
      "uuid": null,
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+01:00",
      "type": "string",
      "name": "Favourite Drink",
      "reference": "favourite_drink",
      "is_required": false,
      "value": "Coffee",
      "selection_options": [
        "Coffee",
        "Tea",
        "Water"
      ],
      "help_text": "This is the client's favourite drink."
    }
  },
  "participants_count": 3,
  "participants": [
    {
      "uuid": "bd2d02d1-3bb4-4b70-8980-d9571734aae7",
      "created_at": "2026-09-17T15:10:59+01:00",
      "updated_at": "2026-09-17T15:10:59+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": {
        "uuid": "d355ba09-9cee-4a44-ae85-fc73f624ea21",
        "created_at": "2026-09-17T15:11:06+01:00",
        "updated_at": "2026-09-17T15:11:06+01:00",
        "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"
      },
      "primary_phone_number": {
        "uuid": "15ca94c8-489f-4849-8cdb-2124499076a3",
        "created_at": "2026-09-17T15:11:06+01:00",
        "updated_at": "2026-09-17T15:11:06+01:00",
        "type": "phone_number",
        "name": "Work number",
        "value": "+443330903630",
        "phone_number_meta": {
          "country": "GB",
          "formatted": "0333 090 3630"
        }
      },
      "primary_email": {
        "uuid": "15ca94c8-489f-4849-8cdb-2124499076a3",
        "created_at": "2026-09-17T15:11:06+01:00",
        "updated_at": "2026-09-17T15:11:06+01:00",
        "type": "phone_number",
        "name": "Work number",
        "value": "+443330903630",
        "phone_number_meta": {
          "country": "GB",
          "formatted": "0333 090 3630"
        }
      },
      "current_time_entry": {
        "uuid": "1111be7e-01eb-4fcf-a127-1b2b877d35ef",
        "created_at": "2026-09-17T15:11:06+01:00",
        "updated_at": "2026-09-17T15:11:06+01:00",
        "name": "Research",
        "description": "This is a description.",
        "trackable_type": "Client",
        "start_date": "2026-09-17T14:21:06+01:00",
        "end_date": "2026-09-17T14:49:06+01:00",
        "is_active": true,
        "total_time_in_minutes": 28,
        "computed_time_elapsed_in_seconds": 1680
      },
      "assigned_adviser": {
        "uuid": "5d02ad32-4b6f-42c7-ab44-a0c8dcaa032c",
        "created_at": "2026-09-17T15:11:06+01:00",
        "updated_at": "2026-09-17T15:11:06+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",
        "first_contact_date": "2026-09-17T15:11:06+01:00",
        "next_review_date": "2026-09-17T15:11:06+01:00",
        "previous_review_date": "2026-09-17T15:11:06+01:00",
        "anniversary_review_date": "2026-09-17T15:11:06+01:00",
        "terms_of_business_at": "2026-09-17T15:11:06+01:00",
        "client_agreement_at": "2026-09-17T15:11:06+01:00",
        "with_login": true,
        "has_joint_account": true,
        "can_be_deleted": "false",
        "ownership_percentage": 100.0,
        "inactive_at": "2026-09-17",
        "last_interaction_at": "2026-09-17 15:11:06",
        "referral_code": "ABC12345",
        "is_out_of_office": true,
        "out_of_office_from": "2026-09-17T15:11:06+01:00",
        "out_of_office_until": "2026-09-17T15:11:06+01:00",
        "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
        "is_pending_fact_find_account": false,
        "permissions": {
          "firm:read": [
            "firm"
          ],
          "network:read": [
            "network:uuid"
          ]
        }
      },
      "assigned_administrator": {
        "uuid": "5d02ad32-4b6f-42c7-ab44-a0c8dcaa032c",
        "created_at": "2026-09-17T15:11:06+01:00",
        "updated_at": "2026-09-17T15:11:06+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",
        "first_contact_date": "2026-09-17T15:11:06+01:00",
        "next_review_date": "2026-09-17T15:11:06+01:00",
        "previous_review_date": "2026-09-17T15:11:06+01:00",
        "anniversary_review_date": "2026-09-17T15:11:06+01:00",
        "terms_of_business_at": "2026-09-17T15:11:06+01:00",
        "client_agreement_at": "2026-09-17T15:11:06+01:00",
        "with_login": true,
        "has_joint_account": true,
        "can_be_deleted": "false",
        "ownership_percentage": 100.0,
        "inactive_at": "2026-09-17",
        "last_interaction_at": "2026-09-17 15:11:06",
        "referral_code": "ABC12345",
        "is_out_of_office": true,
        "out_of_office_from": "2026-09-17T15:11:06+01:00",
        "out_of_office_until": "2026-09-17T15:11:06+01:00",
        "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
        "is_pending_fact_find_account": false,
        "permissions": {
          "firm:read": [
            "firm"
          ],
          "network:read": [
            "network:uuid"
          ]
        }
      },
      "assigned_paraplanner": {
        "uuid": "5d02ad32-4b6f-42c7-ab44-a0c8dcaa032c",
        "created_at": "2026-09-17T15:11:06+01:00",
        "updated_at": "2026-09-17T15:11:06+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",
        "first_contact_date": "2026-09-17T15:11:06+01:00",
        "next_review_date": "2026-09-17T15:11:06+01:00",
        "previous_review_date": "2026-09-17T15:11:06+01:00",
        "anniversary_review_date": "2026-09-17T15:11:06+01:00",
        "terms_of_business_at": "2026-09-17T15:11:06+01:00",
        "client_agreement_at": "2026-09-17T15:11:06+01:00",
        "with_login": true,
        "has_joint_account": true,
        "can_be_deleted": "false",
        "ownership_percentage": 100.0,
        "inactive_at": "2026-09-17",
        "last_interaction_at": "2026-09-17 15:11:06",
        "referral_code": "ABC12345",
        "is_out_of_office": true,
        "out_of_office_from": "2026-09-17T15:11:06+01:00",
        "out_of_office_until": "2026-09-17T15:11:06+01:00",
        "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
        "is_pending_fact_find_account": false,
        "permissions": {
          "firm:read": [
            "firm"
          ],
          "network:read": [
            "network:uuid"
          ]
        }
      },
      "introduced_by": {
        "uuid": "5d02ad32-4b6f-42c7-ab44-a0c8dcaa032c",
        "created_at": "2026-09-17T15:11:06+01:00",
        "updated_at": "2026-09-17T15:11:06+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",
        "first_contact_date": "2026-09-17T15:11:06+01:00",
        "next_review_date": "2026-09-17T15:11:06+01:00",
        "previous_review_date": "2026-09-17T15:11:06+01:00",
        "anniversary_review_date": "2026-09-17T15:11:06+01:00",
        "terms_of_business_at": "2026-09-17T15:11:06+01:00",
        "client_agreement_at": "2026-09-17T15:11:06+01:00",
        "with_login": true,
        "has_joint_account": true,
        "can_be_deleted": "false",
        "ownership_percentage": 100.0,
        "inactive_at": "2026-09-17",
        "last_interaction_at": "2026-09-17 15:11:06",
        "referral_code": "ABC12345",
        "is_out_of_office": true,
        "out_of_office_from": "2026-09-17T15:11:06+01:00",
        "out_of_office_until": "2026-09-17T15:11:06+01:00",
        "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
        "is_pending_fact_find_account": false,
        "permissions": {
          "firm:read": [
            "firm"
          ],
          "network:read": [
            "network:uuid"
          ]
        }
      },
      "business_unit": {
        "uuid": "aadc69bb-c273-4714-a392-c08f63ce2828",
        "name": "Wealth Management",
        "has_alternative_branding": false,
        "brand_colours": [],
        "members_count": 3,
        "groups_count": 2,
        "created_at": "2026-09-17T15:11:06+01:00",
        "updated_at": "2026-09-17T15:11:06+01:00"
      },
      "groups": {
        "uuid": null,
        "name": "finance",
        "slug": "finance",
        "participants_count": "3",
        "participants": {
          "uuid": {
            "example": null,
            "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": "2026-09-17T15:11:06+01:00",
        "updated_at": "2026-09-17T15:11:06+01:00"
      },
      "tags": {
        "uuid": "bf933c8e-ee79-42cf-8b3e-27a8474e6a7b",
        "created_at": "2026-09-17T15:11:06+01:00",
        "updated_at": "2026-09-17T15:11:06+01:00",
        "name": "Mortgage",
        "slug": "mortgage",
        "colour": "#ef4582"
      },
      "owners": {
        "uuid": "5d02ad32-4b6f-42c7-ab44-a0c8dcaa032c",
        "created_at": "2026-09-17T15:11:06+01:00",
        "updated_at": "2026-09-17T15:11:06+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",
        "first_contact_date": "2026-09-17T15:11:06+01:00",
        "next_review_date": "2026-09-17T15:11:06+01:00",
        "previous_review_date": "2026-09-17T15:11:06+01:00",
        "anniversary_review_date": "2026-09-17T15:11:06+01:00",
        "terms_of_business_at": "2026-09-17T15:11:06+01:00",
        "client_agreement_at": "2026-09-17T15:11:06+01:00",
        "with_login": true,
        "has_joint_account": true,
        "can_be_deleted": "false",
        "ownership_percentage": 100.0,
        "inactive_at": "2026-09-17",
        "last_interaction_at": "2026-09-17 15:11:06",
        "referral_code": "ABC12345",
        "is_out_of_office": true,
        "out_of_office_from": "2026-09-17T15:11:06+01:00",
        "out_of_office_until": "2026-09-17T15:11:06+01:00",
        "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
        "is_pending_fact_find_account": false,
        "permissions": {
          "firm:read": [
            "firm"
          ],
          "network:read": [
            "network:uuid"
          ]
        }
      },
      "first_contact_date": "2026-09-17T15:10:59+01:00",
      "next_review_date": "2026-09-17T15:10:59+01:00",
      "previous_review_date": "2026-09-17T15:10:59+01:00",
      "anniversary_review_date": "2026-09-17T15:10:59+01:00",
      "terms_of_business_at": "2026-09-17T15:10:59+01:00",
      "client_agreement_at": "2026-09-17T15:10:59+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "joint_account_circle": {
        "uuid": "ade35533-491d-4263-9152-000ed2f17dd4",
        "created_at": "2026-09-17T15:11:06+01:00",
        "updated_at": "2026-09-17T15:11:06+01:00",
        "name": "Jones Family",
        "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
        "bg_colour": "#35f4e1",
        "has_portal_access": true,
        "portal_access_status": "active",
        "engagement_rating": "green",
        "last_login": {
          "logged_in_at": "2026-09-17T15:11:06+01:00",
          "account_uuid": "uuid",
          "account_name": "John Smith",
          "device_type": "desktop",
          "device_platform": "macos"
        },
        "portal_login_count_30d": 5,
        "portal_login_count_90d": 12,
        "portal_login_count_365d": 48,
        "joint_account_uuid": "e5dc9400-31a0-4a1b-8b98-65a97a9f6ffa",
        "login_access_level": "write",
        "current_life_stage_uuid": "7a840170-947a-40e2-beb9-4606f4519b93"
      },
      "circles": {
        "uuid": "ade35533-491d-4263-9152-000ed2f17dd4",
        "created_at": "2026-09-17T15:11:06+01:00",
        "updated_at": "2026-09-17T15:11:06+01:00",
        "name": "Jones Family",
        "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
        "bg_colour": "#35f4e1",
        "has_portal_access": true,
        "portal_access_status": "active",
        "engagement_rating": "green",
        "last_login": {
          "logged_in_at": "2026-09-17T15:11:06+01:00",
          "account_uuid": "uuid",
          "account_name": "John Smith",
          "device_type": "desktop",
          "device_platform": "macos"
        },
        "portal_login_count_30d": 5,
        "portal_login_count_90d": 12,
        "portal_login_count_365d": 48,
        "joint_account_uuid": "e5dc9400-31a0-4a1b-8b98-65a97a9f6ffa",
        "login_access_level": "write",
        "current_life_stage_uuid": "7a840170-947a-40e2-beb9-4606f4519b93"
      },
      "ownership_percentage": 100,
      "inactive_at": "2026-09-17",
      "last_interaction_at": "2026-09-17 15:10:59",
      "referral_code": "ABC12345",
      "is_out_of_office": true,
      "out_of_office_from": "2026-09-17T15:10:59+01:00",
      "out_of_office_until": "2026-09-17T15:10:59+01:00",
      "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
      "service_level": {
        "uuid": "9553825c-c4c3-4902-857e-7d28b0dd68d1",
        "name": "Gold",
        "created_at": "2026-09-17T15:11:06+01:00",
        "updated_at": "2026-09-17T15:11:06+01:00"
      },
      "is_pending_fact_find_account": false,
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      },
      "custom_fields": {
        "uuid": null,
        "created_at": "2026-09-17T15:11:06+01:00",
        "updated_at": "2026-09-17T15:11:06+01:00",
        "type": "string",
        "name": "Favourite Drink",
        "reference": "favourite_drink",
        "is_required": false,
        "value": "Coffee",
        "selection_options": [
          "Coffee",
          "Tea",
          "Water"
        ],
        "help_text": "This is the client's favourite drink."
      },
      "external_references": {
        "uuid": "eed66603-e4be-4584-bc91-6f9a5c327f4b",
        "created_at": "2026-09-17T15:11:06+01:00",
        "updated_at": "2026-09-17T15:11:06+01:00",
        "third_party": "nucleus",
        "reference": "AB123456"
      }
    }
  ],
  "latest_message": {
    "uuid": "4479b85e-b0ec-4f21-9ef5-e992526cd493",
    "created_at": "2026-09-17T15:10:59+01:00",
    "updated_at": "2026-09-17T15:10:59+01:00",
    "deleted_at": "2026-09-17T15:10:59+01:00",
    "contents": "Welcome to Plannr!",
    "edited": true,
    "files": {
      "uuid": "417e5f1b-b145-4f0d-85b0-88a5495ff440",
      "created_at": "2026-09-17T15:11:06+01:00",
      "original_created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+01:00",
      "uploaded_at": "2026-09-17T15:11:06+01:00",
      "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": "2026-09-17T15:11:06+01:00",
      "progress": "100",
      "download_url": "https://api.plannrcrm.com/file/dcf60b1d-0b73-4777-b793-18b12d722b80/download",
      "preview_url": "https://api.plannrcrm.com/file/703a3880-1d38-4806-bcfb-e55c8982036a/preview",
      "folder_name": "folder 2",
      "documentable_type": "account",
      "documentable": "Object",
      "navigator": {
        "model_type": "account",
        "model_uuid": null
      }
    },
    "author": {
      "uuid": "5d02ad32-4b6f-42c7-ab44-a0c8dcaa032c",
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+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",
      "first_contact_date": "2026-09-17T15:11:06+01:00",
      "next_review_date": "2026-09-17T15:11:06+01:00",
      "previous_review_date": "2026-09-17T15:11:06+01:00",
      "anniversary_review_date": "2026-09-17T15:11:06+01:00",
      "terms_of_business_at": "2026-09-17T15:11:06+01:00",
      "client_agreement_at": "2026-09-17T15:11:06+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-09-17",
      "last_interaction_at": "2026-09-17 15:11:06",
      "referral_code": "ABC12345",
      "is_out_of_office": true,
      "out_of_office_from": "2026-09-17T15:11:06+01:00",
      "out_of_office_until": "2026-09-17T15:11:06+01:00",
      "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
      "is_pending_fact_find_account": false,
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "user": {
      "uuid": "52334550-9da6-41bb-869f-1d78afc50c0e",
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+01:00",
      "type": "standard",
      "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",
      "two_factor_enabled": true,
      "two_factor_setup_required": true,
      "two_factor_type": "sms",
      "otp_confirmed_at": "2026-09-17T15:11:06+01:00",
      "otp_pending": false,
      "sms_two_factor_enabled": true,
      "two_factor_mobile": true,
      "two_factor_mobile_meta": {
        "country": "GB",
        "formatted": "0333 090 3630"
      },
      "session_expires_at": "2026-09-17T15:11:06+01:00",
      "remember_token_expires_at": true,
      "should_auto_save_notes": true
    },
    "reactions": {
      "uuid": "8fa20678-ac0a-40e3-a5ae-d016db42ef65",
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+01:00",
      "account_uuid": null,
      "account_name": "Gareth Thompson",
      "reaction": "like"
    }
  },
  "messages_count": 30,
  "files_count": 2,
  "tags": [
    {
      "uuid": "add6eff2-fa95-4571-a521-740f7dfeb202",
      "created_at": "2026-09-17T15:10:59+01:00",
      "updated_at": "2026-09-17T15:10:59+01:00",
      "name": "Mortgage",
      "slug": "mortgage",
      "colour": "#ef4582"
    }
  ],
  "pinned": true,
  "is_admin": false
}