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Add MCP server to your AI tool

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

MCP server URL

https://apidocs.plannrcrm.com/mcp

Standard setup for AI tools providing an mcp.json file

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

Headers

  • X-PLANNR-ACCOUNT-UUID string

Query parameters

  • include string

    Comma separated list of relationships to include in the response. Valid relationships are [clients, file].

  • filter[uuid] string

    Filter by a comma separated list of UUIDs.

  • filter[name] string

    Filter by partial document title

  • filter[created_before] string

    date Filter documents created before a given date. Format: YYYY-MM-DD

  • filter[created_after] string

    date Filter documents created after a given date. Format: YYYY-MM-DD

  • filter[client_uuids] string

    Filter by a comma separated list of client UUIDs.

  • filter[circle_uuids] string

    Comma separated string of circle UUIDs to filter by.

  • sort string

    Field to sort by. Valid fields are [created_at, updated_at]. Negative sign to denote DESC. Defaults to 'updated_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
      • version integer
      • name string
      • status string
      • last_publishing_error string
      • required_dependants object
        Hide required_dependants attribute Show required_dependants attribute object
        • client-1 string
      • known_dependants object
        Hide known_dependants attribute Show known_dependants attribute object
        • client-1 string
      • public_docx_url string
      • public_sfdt_url string
      • public_pdf_url string
      • public_preview_url string
GET /api/v1/document 
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/document' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "data": [
    [
      {
        "uuid": "8a98262a-c074-4d6b-80c2-cde7cfa0511f",
        "created_at": "2026-10-27T15:44:13+00:00",
        "updated_at": "2026-10-27T15:44:13+00:00",
        "version": 3,
        "name": "Welcome Template",
        "status": "published",
        "last_publishing_error": "There was an error converting this file to PDF. Please try again later.",
        "required_dependants": {
          "client-1": "client"
        },
        "known_dependants": {
          "client-1": "622edf3b-d03e-4787-ba87-77456ec2bf9e"
        },
        "public_docx_url": "https://api.plannrcrm.com/document/c5bd7c57-2a15-464b-aff4-7da5f03915aa/content/docx?plannr_account_uuid=f5a0a058-e2a9-405c-8703-71d839e59f3e",
        "public_sfdt_url": "https://api.plannrcrm.com/document/27d53de7-e240-4647-8ec4-4e0bab393d35/content/sfdt?plannr_account_uuid=f581a08f-f37f-44e4-8ffe-a93aaa5ff26d",
        "public_pdf_url": "https://api.plannrcrm.com/document/7718336b-eaf2-48e7-b026-ceb53717c877/content/pdf?plannr_account_uuid=447bed9b-d57f-46d5-9c05-a4b55c95abc2",
        "public_preview_url": "https://api.plannrcrm.com/document/0479ce75-7cb0-4ebc-abd2-b928d165af79/content/preview?plannr_account_uuid=7f9e3432-90a4-470f-82c8-aee57762314e"
      }
    ]
  ]
}