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

mcp.json 
{
  "PlannrCRM MCP server": {
    "url": "https://apidocs.plannrcrm.com/mcp"
  }
}
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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": "87de72cd-2dad-4626-ba05-9535649f5f49",
  "created_at": "2026-08-28T07:34:57+01:00",
  "updated_at": "2026-08-28T07:34:57+01:00",
  "firm": {
    "uuid": "027647a8-0471-4c4f-830b-f93004caac52",
    "name": "Codepotato Ltd"
  },
  "account": {
    "uuid": "5cc93a79-8d86-4757-8bec-c7a568613a8e",
    "created_at": "2026-08-28T07:34:57+01:00",
    "updated_at": "2026-08-28T07:34:57+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": "bbebe1dc-bcfb-4078-848e-1293b8f6887d",
      "created_at": "2026-08-28T07:35:05+01:00",
      "updated_at": "2026-08-28T07:35:05+01:00",
      "third_party": "nucleus",
      "reference": "AB123456"
    }
  },
  "circle": {
    "uuid": "bf748571-d5d1-4c7b-813b-3782f40350ae",
    "name": "The Codepotato Gang"
  },
  "expires_at": "2026-08-28T07:34:57+01:00",
  "progress": 50,
  "is_complete": false,
  "completed_sections": 2
}