Get all fact-find schemas [DEPRECATED: Use the v2 fact-find template routes] Deprecated 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"
  }
}
Close
GET /api/v1/fact-find/schema
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Query parameters

  • filter[uuid] string

    Filter by a comma separated list of UUIDs.

  • filter[archived] string

    Filter archived fact-find schemas. E.g filter[archived]=include, filter[archived]=exclude, filter[archived]=only

  • sort string

    Field to sort by. Valid fields are [created_at, updated_at, name]. Negative sign to denote DESC. Defaults to 'created_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
      • archived_at string
      • is_archived boolean
      • name string
      • introduction_html string
      • sections_count integer
      • public_url string
GET /api/v1/fact-find/schema 
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/fact-find/schema' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "data": [
    [
      {
        "uuid": "8e28a61f-4a85-457f-8cb8-96fe69ee4acb",
        "created_at": "2026-08-28T07:34:59+01:00",
        "updated_at": "2026-08-28T07:34:59+01:00",
        "archived_at": "2026-08-27T07:34:59+01:00",
        "is_archived": false,
        "name": "Default fact find",
        "introduction_html": "Welcome to our fact find! <b>You can use some HTML too.</b>",
        "sections_count": 5,
        "public_url": "https://api.plannrcrm.com/fact-find/ef9f0aae-a9a2-4d11-bd4b-849e1717873c"
      }
    ]
  ]
}