Get an adviser's network settings | PlannrCRM API documentation

Get an adviser'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

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

GET /api/v1/firm/{firm_uuid}/network-settings/advisers/{employee_uuid}

Personal access token & O auth2

Resolves every network setting's effective value for one adviser, walking their own value, then their firm's, then its ancestors', then the network's, then the platform default - and whether it can currently be changed for them.

Headers

X-PLANNR-ACCOUNT-UUID string

Path parameters

firm_uuid string Required
employee_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/advisers/{employee_uuid}

curl \
 --request GET 'https://api.plannrcrm.com/api/v1/firm/6ff8f7f6-1eb3-3525-be4a-3932c805afed/network-settings/advisers/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --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."
      }
    ]
  ]
}