List all fact-find passes for the user | PlannrCRM API documentation

List all fact-find passes for the user Run in API Explorer

Add MCP server to your AI tool

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

MCP server URL


        
          
            https://apidocs.plannrcrm.com/mcp

Standard setup for AI tools providing an mcp.json file

{
  "PlannrCRM MCP server": {
    "url": "https://apidocs.plannrcrm.com/mcp"
  }
}

GET /api/v1/fact-find-passes/{factFindRequest_uuid}

Personal access token & O auth2

Path parameters

factFindRequest_uuid string Required

Responses

200 application/json
Hide response attributes Show response attributes object
- uuid string
  
  The UUID of the resource.
- created_at string
  
  The timestamp of when the resource was created.
- updated_at string
  
  The timestamp of when the resource was updated.
- firm object
  
  The name of the firm the fact find pass is for.
  
  Hide firm attributes Show firm attributes object
  
  uuid string
  
  name string
- account object
  
  The account the fact find pass is for.
  
  Hide account attributes Show account 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
  
  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.
- circle object
  
  The circle the fact find is for.
  
  Hide circle attributes Show circle attributes object
  
  uuid string
  
  name string
- expires_at string
  
  The expiry date of the fact find pass. When blank, the fact find pass will not expire.
- progress integer
  
  The progress of the fact find pass on the fact find.
- is_complete boolean
  
  Determines if the fact find pass has completed the fact find.
- completed_sections integer
  
  The number of sections the fact find pass has completed on the fact find.

GET /api/v1/fact-find-passes/{factFindRequest_uuid}

curl \
 --request GET 'https://api.plannrcrm.com/api/v1/fact-find-passes/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN"

Response examples (200)

{
  "uuid": "f31470d0-9874-4194-be93-65c32d8154b3",
  "created_at": "2026-07-17T15:25:28+01:00",
  "updated_at": "2026-07-17T15:25:28+01:00",
  "firm": {
    "uuid": "d9569dbe-a5b1-4f19-9009-50be2e43412a",
    "name": "Codepotato Ltd"
  },
  "account": {
    "uuid": "fd46402e-4b22-49fd-b4f8-e96495b3d9b9",
    "created_at": "2026-07-17T15:25:28+01:00",
    "updated_at": "2026-07-17T15:25:28+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",
    "external_references": {
      "uuid": "11b7fb3c-bff7-4355-b5d5-6e063a2cdde5",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "third_party": "nucleus",
      "reference": "AB123456"
    }
  },
  "circle": {
    "uuid": "ee6a1f82-412f-4ed0-ba47-9382a6eb4a9f",
    "name": "The Codepotato Gang"
  },
  "expires_at": "2026-07-17T15:25:28+01:00",
  "progress": 50,
  "is_complete": false,
  "completed_sections": 2
}