Query parameters
-
Comma separated list of relationships to include in the response. Valid relationships are [primary_phone_number,primary_email, assigned_adviser, tags, groups].
-
Filter by a comma separated list of UUIDs.
-
Filter employees by name. This is a partial match against first_name, last_name, and entity_name together.
-
Filter employees that have an email with a partial match.
-
Comma separated string to filter by different employee types. Valid types are [owner, admin, member].
-
Date to filter when the client was created after.
-
Date to filter when the client was created before.
-
Comma separated list of partial groups names or group UUIDs.
-
Provide a group UUID (or multiple as a comma-separated string) to filter employees within the provided groups out from the response.
-
Comma separated list of departments the employee is in.
-
Comma separated list of employee UUIDs that should always be returned no matter what other filters are applied.
-
Field to sort by. Valid fields are [created_at, updated_at, first_name, last_name, email]. Negative sign to denote DESC. Defaults to 'first_name'.
-
Number of results to return with pagination (Default 15. Max 500).
curl \
--request GET 'https://api.plannrcrm.com/api/v1/employee' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
{
"firm": {
"tax": 17.5,
"logo": "https://api.plannrcrm.com/images/plannr.jpg",
"name": "Codepotato",
"slug": "codepotato",
"uuid": "011eabd0-dd60-45fa-9450-fb4075b72be0",
"county": "Hampshire",
"billing": {
"invoice_email": "gareth@codepotato.co.uk",
"invoice_county": "Hampshire",
"invoice_country": "United Kingdom",
"invoice_postcode": "PO7 7YH",
"invoice_address_1": "Suite E, 5 The Briars",
"invoice_address_2": "Waterberry Drive",
"invoice_town_city": "Waterlooville"
},
"country": "United Kingdom",
"postcode": "PO7 7YH",
"address_1": "Suite E, 5 The Briars",
"address_2": "Waterberry Drive",
"logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
"month_end": 25,
"town_city": "Waterlooville",
"created_at": "2025-10-08T10:40:14+01:00",
"updated_at": "2025-10-08T10:40:14+01:00",
"ip_whitelist": [
"192.168.0.1",
"127.0.0.1"
],
"brand_colours": {
"sidebar_text": "#ffffff",
"sidebar_hover": "#0A0A42",
"email_sub_text": "#ffffff",
"sidebar_accent": "#36367E",
"sidebar_active": "#53DBB8",
"email_background": "#0E0E56",
"email_button_text": "#ffffff",
"portal_background": "#f6f6f6",
"portal_brand_title": "#323b4b",
"sidebar_background": "#0E0E56",
"portal_sidebar_icon": "#828994",
"portal_sidebar_text": "#323b4b",
"portal_sidebar_title": "#11151d",
"sidebar_title_primary": "#FFC634",
"portal_brand_sub_title": "#828994",
"portal_sidebar_divider": "#e3e5e9",
"email_button_background": "#36367E",
"portal_dashboard_bg_one": "#EF4583",
"portal_dashboard_bg_two": "#FFC634",
"sidebar_title_secondary": "#ffffff",
"sidebar_title_background": "#36367E",
"portal_sidebar_icon_hover": "#828994",
"portal_sidebar_text_hover": "#323b4b",
"portal_sidebar_icon_active": "#828994",
"portal_sidebar_text_active": "#323b4b",
"email_logo_background_panel": "#36367E",
"portal_sidebar_button_hover": "#ffffff",
"portal_sidebar_account_email": "#828994",
"portal_sidebar_account_title": "#11151d",
"portal_sidebar_button_active": "#ffffff",
"sidebar_title_secondary_hover": "#ffffff",
"portal_sidebar_collapse_button": "#828994",
"portal_sidebar_user_select_text": "#323B4B",
"portal_sidebar_button_background": "#f6f6f6",
"portal_sidebar_user_select_hover": "transparent",
"portal_sidebar_user_select_border": "#EEEEEE",
"portal_sidebar_collapse_button_hover": "#B3B9C4",
"portal_sidebar_user_select_background": "transparent",
"portal_sidebar_user_select_text_hover": "#323B4B",
"portal_sidebar_user_select_border_hover": "#828994"
},
"is_subscribed": true,
"regulatory_text": "Regulatory text",
"addon_subscriptions": "App\\Http\\Resources\\Addons\\AddonSubscriptionResource",
"statement_frequency": "monthly",
"task_board_template": "App\\Http\\Resources\\Board\\BoardResource",
"keep_deleted_files_for": 30,
"welcome_paragraph_html": "<h1>Welcome.</h1>",
"email_welcome_paragraph_html": "Welcome to Plannr!",
"show_fact_find_illustrations": true
},
"name": "Gareth Thompson",
"role": "client",
"tags": [
{
"name": "Mortgage",
"slug": "mortgage",
"uuid": "06d35f18-ce46-48f1-a3b7-4cd2068f4432",
"colour": "#ef4582",
"created_at": "2025-10-08T10:40:14+01:00",
"updated_at": "2025-10-08T10:40:14+01:00"
}
],
"type": "client",
"uuid": "222d801a-6f86-46d8-a280-57eb43591e5d",
"email": "gareth@codepotato.co.uk",
"groups": [
{
"name": "finance",
"slug": "finance",
"uuid": "b4315f82-db22-473a-ba71-77d495762f9c",
"created_at": "2025-10-08T10:40:14+01:00",
"updated_at": "2025-10-08T10:40:14+01:00",
"participants": {
"name": {
"example": "Gareth Thompson",
"description": "Name of the account"
},
"role": {
"example": "client",
"description": "Role of the account"
},
"uuid": {
"example": "ebd0a0bb-3bfa-4e55-8cb7-043caf032714",
"description": "UUID of the account"
},
"email": {
"example": "gareth@codepotato.co.uk",
"description": "Email of the account"
},
"last_name": {
"example": "Thompson",
"description": "Last name of the account"
},
"first_name": {
"example": "Gareth",
"description": "First name of the account"
}
},
"participants_count": "3"
}
],
"owners": [
{
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "ab4d0a46-60a9-4b92-99bb-b6052143fcd0",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-10-08T10:40:14+01:00",
"first_name": "Gareth",
"updated_at": "2025-10-08T10:40:14+01:00",
"with_login": true,
"inactive_at": "2025-10-08",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-10-08T10:40:14+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-10-08T10:40:14+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2025-10-08T10:40:14+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-10-08T10:40:14+01:00"
}
],
"circles": [
{
"name": "Jones Family",
"uuid": "8e8e844e-bb7a-4bfa-b82e-fa9165e44b99",
"groups": "App\\Http\\Resources\\GroupResource",
"accounts": "App\\Http\\Resources\\MinimalAccountResource",
"bg_colour": "#35f4e1",
"photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
"created_at": "2025-10-08T10:40:14+01:00",
"updated_at": "2025-10-08T10:40:14+01:00",
"joint_account_uuid": "f4c64652-72dc-4c94-a0f9-b3d6625fda75",
"login_access_level": "write",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
}
],
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-10-08T10:40:14+01:00",
"first_name": "Gareth",
"updated_at": "2025-10-08T10:40:14+01:00",
"with_login": true,
"inactive_at": "2025-10-08",
"custom_fields": [
{
"name": "Favourite Drink",
"type": "string",
"uuid": "9efc7574-cf6f-4528-9cc1-baba510ec0ee",
"value": "Coffee",
"help_text": "This is the client's favourite drink.",
"reference": "favourite_drink",
"created_at": "2025-10-08T10:40:14+01:00",
"updated_at": "2025-10-08T10:40:14+01:00",
"is_required": false,
"selection_options": [
"Coffee",
"Tea",
"Water"
]
}
],
"introduced_by": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "cba5cd73-ca17-49db-8796-41518ece9684",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-10-08T10:40:14+01:00",
"first_name": "Gareth",
"updated_at": "2025-10-08T10:40:14+01:00",
"with_login": true,
"inactive_at": "2025-10-08",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-10-08T10:40:14+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-10-08T10:40:14+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2025-10-08T10:40:14+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-10-08T10:40:14+01:00"
},
"primary_email": {
"name": "Work number",
"type": "phone_number",
"uuid": "45e599cb-cfc1-455d-8957-b4db61d915ce",
"value": "+443330903630",
"accounts": "App\\Http\\Resources\\AccountResource",
"created_at": "2025-10-08T10:40:14+01:00",
"updated_at": "2025-10-08T10:40:14+01:00",
"phone_number_meta": {
"country": "GB",
"formatted": "0333 090 3630"
}
},
"can_be_deleted": "false",
"assigned_adviser": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "b1f37c07-1648-4e65-9ab0-1d68a244716b",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-10-08T10:40:14+01:00",
"first_name": "Gareth",
"updated_at": "2025-10-08T10:40:14+01:00",
"with_login": true,
"inactive_at": "2025-10-08",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-10-08T10:40:14+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-10-08T10:40:14+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2025-10-08T10:40:14+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-10-08T10:40:14+01:00"
},
"next_review_date": "2025-10-08T10:40:14+01:00",
"has_joint_account": true,
"current_time_entry": {
"name": "Research",
"uuid": "397b363a-c5cf-4074-aa6b-94e456eef3bd",
"account": "App\\Http\\Resources\\MinimalAccountResource",
"end_date": "2025-10-08T10:18:14+01:00",
"is_active": true,
"trackable": "App\\Http\\Resources\\MinimalAccountResource",
"created_at": "2025-10-08T10:40:14+01:00",
"start_date": "2025-10-08T09:50:14+01:00",
"updated_at": "2025-10-08T10:40:14+01:00",
"description": "This is a description.",
"trackable_type": "Client",
"total_time_in_minutes": 28,
"computed_time_elapsed_in_seconds": 1680
},
"first_contact_date": "2025-10-08T10:40:14+01:00",
"external_references": [
{
"uuid": "a42e9811-2bfa-4755-8b9a-e55d04b8b9d9",
"reference": "AB123456",
"created_at": "2025-10-08T10:40:14+01:00",
"updated_at": "2025-10-08T10:40:14+01:00",
"third_party": "nucleus"
}
],
"assigned_paraplanner": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "fd9fd8a6-aa53-4245-b572-d52e2a0df79b",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-10-08T10:40:14+01:00",
"first_name": "Gareth",
"updated_at": "2025-10-08T10:40:14+01:00",
"with_login": true,
"inactive_at": "2025-10-08",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-10-08T10:40:14+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-10-08T10:40:14+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2025-10-08T10:40:14+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-10-08T10:40:14+01:00"
},
"joint_account_circle": {
"name": "Jones Family",
"uuid": "929452a0-b897-4d2c-87ba-72cff63e92bf",
"groups": "App\\Http\\Resources\\GroupResource",
"accounts": "App\\Http\\Resources\\MinimalAccountResource",
"bg_colour": "#35f4e1",
"photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
"created_at": "2025-10-08T10:40:14+01:00",
"updated_at": "2025-10-08T10:40:14+01:00",
"joint_account_uuid": "45149732-f2ea-4fc3-8c9c-0c65d3b9a60f",
"login_access_level": "write",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"ownership_percentage": 100,
"previous_review_date": "2025-10-08T10:40:14+01:00",
"primary_phone_number": {
"name": "Work number",
"type": "phone_number",
"uuid": "2eb250ab-f886-4571-accd-d541f2f622e6",
"value": "+443330903630",
"accounts": "App\\Http\\Resources\\AccountResource",
"created_at": "2025-10-08T10:40:14+01:00",
"updated_at": "2025-10-08T10:40:14+01:00",
"phone_number_meta": {
"country": "GB",
"formatted": "0333 090 3630"
}
},
"assigned_administrator": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "a31490e8-ecf3-4338-9294-a21c7d2ce3e0",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-10-08T10:40:14+01:00",
"first_name": "Gareth",
"updated_at": "2025-10-08T10:40:14+01:00",
"with_login": true,
"inactive_at": "2025-10-08",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-10-08T10:40:14+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-10-08T10:40:14+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2025-10-08T10:40:14+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-10-08T10:40:14+01:00"
},
"anniversary_review_date": "2025-10-08T10:40:14+01:00"
}