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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": "0d7b3224-5c48-489f-8aae-203efeced6f4",
        "created_at": "2026-10-07T23:35:46+01:00",
        "updated_at": "2026-10-07T23:35:46+01:00",
        "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": "8bf6b041-750b-4bb5-8a41-1245c121cec1"
        },
        "public_docx_url": "https://api.plannrcrm.com/document/9d2b784c-89c8-40b5-af3a-75c6531240e0/content/docx?plannr_account_uuid=7fa0ab63-60c1-4705-8a9e-4cb3966a834c",
        "public_sfdt_url": "https://api.plannrcrm.com/document/d14d7207-83c7-49df-941f-3f3ab0a676dd/content/sfdt?plannr_account_uuid=dd89f986-d06f-4ce6-b9ed-dcf0a67afae2",
        "public_pdf_url": "https://api.plannrcrm.com/document/206442eb-890c-412e-9b14-d5c563c25a0d/content/pdf?plannr_account_uuid=f4d39124-2473-4d8c-9604-7fbb2854bd0a",
        "public_preview_url": "https://api.plannrcrm.com/document/e6ed57b5-cd2f-4542-a7b0-52cfa8da5e2a/content/preview?plannr_account_uuid=2a6959c7-dfae-462b-910a-f4bf76e3a009"
      }
    ]
  ]
}