Get the firm's network settings 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/firm/{firm_uuid}/network-settings
Personal access token & O auth2

Resolves every network setting's effective value for the acting firm, and whether the firm can currently edit it.

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • firm_uuid string Required

Responses

  • 200 application/json
    Hide response attribute Show response attribute object
    • data array[object]
      Hide data attributes Show data attributes object
      • key string
      • label string
      • value boolean
      • source string
      • source_firm object
        Hide source_firm attributes Show source_firm attributes object
        • uuid string
        • name string
      • owning_level string
      • lock_status string
      • exception object
        Hide exception attributes Show exception attributes object
        • reason string
        • review_date string
        • firm object
          Hide firm attributes Show firm attributes object
          • uuid string
          • name string
      • editable boolean
      • locked_message string
GET /api/v1/firm/{firm_uuid}/network-settings 
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/firm/6ff8f7f6-1eb3-3525-be4a-3932c805afed/network-settings' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "data": [
    [
      {
        "key": "mandatory_firm_two_factor",
        "label": "Mandatory firm 2FA",
        "value": true,
        "source": "network",
        "source_firm": {
          "uuid": "53f22fe4-3731-4cdc-aa12-e65bd0b15e52",
          "name": "Harbour Wealth"
        },
        "owning_level": "network",
        "lock_status": "overridable",
        "exception": {
          "reason": "SPF firm - agreed with network compliance",
          "review_date": "2027-04-01",
          "firm": {
            "uuid": "53f22fe4-3731-4cdc-aa12-e65bd0b15e52",
            "name": "Acme Wealth"
          }
        },
        "editable": true,
        "locked_message": "Mandatory firm 2FA is mandated by Network and cannot be changed for your firm."
      }
    ]
  ]
}