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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/firm/{uuid}

Path parameters

  • 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.

    • name string

      Name of the firm

    • slug string

      Slug of the firm

    • address_1 string

      First line of the address

    • address_2 string

      Second line of the address

    • town_city string

      Town/City

    • county string

      County

    • postcode string

      Postcode

    • country string

      Country

    • regulatory_text string

      Regulatory text of the firm.

    • logo_icon string

      URL of your firm logo icon.

    • brand_colours object

      Firm branding colours.

      Hide brand_colours attributes Show brand_colours attributes object
      • sidebar_background string
      • sidebar_accent string
      • sidebar_text string
      • sidebar_hover string
      • sidebar_active string
      • sidebar_title_background string
      • sidebar_title_primary string
      • sidebar_title_secondary string
      • sidebar_title_secondary_hover string
      • email_background string
      • email_logo_background_panel string
      • email_sub_text string
      • email_button_background string
      • email_button_text string
      • portal_sidebar_button_background string
      • portal_sidebar_button_hover string
      • portal_sidebar_button_active string
      • portal_brand_title string
      • portal_brand_sub_title string
      • portal_sidebar_title string
      • portal_sidebar_text string
      • portal_sidebar_text_hover string
      • portal_sidebar_text_active string
      • portal_sidebar_icon string
      • portal_sidebar_icon_hover string
      • portal_sidebar_icon_active string
      • portal_background string
      • portal_sidebar_account_title string
      • portal_sidebar_account_email string
      • portal_sidebar_divider string
      • portal_dashboard_bg_one string
      • portal_dashboard_bg_two string
      • portal_sidebar_collapse_button string
      • portal_sidebar_collapse_button_hover string
      • portal_sidebar_user_select_background string
      • portal_sidebar_user_select_hover string
      • portal_sidebar_user_select_text string
      • portal_sidebar_user_select_text_hover string
      • portal_sidebar_user_select_border string
      • portal_sidebar_user_select_border_hover string
    • is_subscribed boolean

      Subscription status.

    • addon_subscriptions array[object]

      All addons the firm is subscribed to.

      Hide addon_subscriptions attributes Show addon_subscriptions attributes object
      • uuid string
      • created_at string
      • updated_at string
      • enabled string
      • addon object
        Hide addon attributes Show addon attributes object
        • id

          Unique identifier for this addon

        • name

          Short descriptive name for the addon

        • description

          Description of the addons functions

        • setup_instructions

          Setup instructions for the user

        • category

          Addon Category

        • params

          Configuration Parameters

        • banner_url

          Url for banner image

        • icon_url

          Url for Icon image

        • price

          Price of the addon

        • can_be_subscribed_to

          Denotes if the addon can be subscribed to.

        • is_visible

          Denotes if the addon can shown on the addon page.

        • free_trial_days

          Number of days the addon is free for. This only applies for paid for addons.

        • should_poll_for_subscription_changes

          Denotes if the front-end should poll/refresh for subscription changes. This is useful for add-ons managed remotely.

      • trial_ends_at string
      • trial_ends_in_days integer
      • payment_confirmed_at string
    • keep_deleted_files_for integer

      Number of days to keep deleted files for

    • tax number

      Tax percent

    • month_end integer

      Date of the month for the monthly income reconciliation statements to end

    • statement_frequency string

      The frequency of the income reconciliation statements

    • billing object

      Firm invoice details for billing

      Hide billing attributes Show billing attributes object
      • invoice_address_1 string
      • invoice_address_2 string
      • invoice_town_city string
      • invoice_county string
      • invoice_postcode string
      • invoice_country string
      • invoice_email string
    • task_board_template object

      The task board template that is used when every client or case is created

      Hide task_board_template attributes Show task_board_template attributes object
      • uuid string
      • created_at string
      • updated_at string
      • is_template boolean
      • name string
      • default_list_uuid string
      • lists string
      • is_editable boolean
      • priorities array[object]
        Hide priorities attributes Show priorities attributes object
        • name string
        • value string
      • modelable object
        Hide modelable attributes Show modelable 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.

        • name

          Name of the case

        • slug

          Slug of the case

        • review_at

          Timestamp of when the case should be reviewed

        • assigned_to_uuids

          UUIDs of accounts that will be assigned to the case when it is created.

        • group_uuids

          UUIDs of groups that will be assigned when the case is created.

        • completed_at

          Timestamp of when the case was completed

        • value

          Expected value of this case

        • status_position

          The case status's position on the status list. Starting from 1. Only used if you are formatting cases in a kanban layout.

        • participants_count

          The number of participants on the case

        • task_board_uuid

          UUID of the task board

    • ip_whitelist array[string]

      A list of IP Addresses a firm is allowed to log in from.

    • welcome_paragraph_html string

      Custom welcome paragraph html for the branded auth welcome page

    • email_welcome_paragraph_html string

      Custom welcome paragraph for the welcome/new user email

    • show_fact_find_illustrations boolean

      Determines if the illustrations/graphics are displayed on the fact find.

    • cc_email_addresses array[string]

      Array of email cc addresses.

    • bcc_email_addresses array[string]

      Array of email bcc addresses.

    • reply_to_email_address string

      Firm reply to email address.

    • mobile_app_support_number string

      Firm mobile app support number.

    • mobile_app_support_email string

      Firm mobile app support email address.

GET /api/v1/firm/{uuid}
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/firm/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN"
Response examples (200)
{
  "uuid": "aab0f490-12c5-419c-8fe5-e08e8615bbca",
  "created_at": "2026-07-17T15:25:28+01:00",
  "updated_at": "2026-07-17T15:25:28+01:00",
  "name": "Codepotato",
  "slug": "codepotato",
  "address_1": "Suite E, 5 The Briars",
  "address_2": "Waterberry Drive",
  "town_city": "Waterlooville",
  "county": "Hampshire",
  "postcode": "PO7 7YH",
  "country": "United Kingdom",
  "regulatory_text": "Regulatory text",
  "logo": "https://api.plannrcrm.com/images/plannr.jpg",
  "logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
  "brand_colours": {
    "sidebar_background": "#0E0E56",
    "sidebar_accent": "#36367E",
    "sidebar_text": "#FFFFFF",
    "sidebar_hover": "#0A0A42",
    "sidebar_active": "#53DBB8",
    "sidebar_title_background": "#36367E",
    "sidebar_title_primary": "#FFC634",
    "sidebar_title_secondary": "#FFFFFF",
    "sidebar_title_secondary_hover": "#FFFFFF",
    "email_background": "#0E0E56",
    "email_logo_background_panel": "#36367E",
    "email_sub_text": "#FFFFFF",
    "email_button_background": "#36367E",
    "email_button_text": "#FFFFFF",
    "portal_sidebar_button_background": "#F6F6F6",
    "portal_sidebar_button_hover": "#FFFFFF",
    "portal_sidebar_button_active": "#FFFFFF",
    "portal_brand_title": "#323B4B",
    "portal_brand_sub_title": "#828994",
    "portal_sidebar_title": "#11151D",
    "portal_sidebar_text": "#323B4B",
    "portal_sidebar_text_hover": "#323B4B",
    "portal_sidebar_text_active": "#323B4B",
    "portal_sidebar_icon": "#828994",
    "portal_sidebar_icon_hover": "#828994",
    "portal_sidebar_icon_active": "#828994",
    "portal_background": "#F6F6F6",
    "portal_sidebar_account_title": "#11151D",
    "portal_sidebar_account_email": "#828994",
    "portal_sidebar_divider": "#E3E5E9",
    "portal_dashboard_bg_one": "#EF4583",
    "portal_dashboard_bg_two": "#FFC634",
    "portal_sidebar_collapse_button": "#828994",
    "portal_sidebar_collapse_button_hover": "#B3B9C4",
    "portal_sidebar_user_select_background": "#F6F6F6",
    "portal_sidebar_user_select_hover": "#F6F6F6",
    "portal_sidebar_user_select_text": "#323B4B",
    "portal_sidebar_user_select_text_hover": "#323B4B",
    "portal_sidebar_user_select_border": "#EEEEEE",
    "portal_sidebar_user_select_border_hover": "#828994"
  },
  "is_subscribed": true,
  "addon_subscriptions": [
    {
      "uuid": "d4e6ce26-5006-488a-91b1-992ee8920b32",
      "created_at": "2026-07-17T15:25:28+01:00",
      "updated_at": "2026-07-17T15:25:28+01:00",
      "enabled": "true",
      "addon": {
        "id": "transact_valuation_feed",
        "name": "Transact Valuation Feed",
        "description": "Provides an automatic holding and valuation feed via a transact integration",
        "setup_instructions": "Retrieve your transact api key from https://www.transact-online.co.uk/contact-us/",
        "category": "valuation_feed_integration",
        "params": {
          "access_code": null,
          "pin": null,
          "second_access_code": null,
          "second_pin": null,
          "third_access_code": null,
          "third_pin": null
        },
        "banner_url": "https://plannrcrm.com/banner.png",
        "icon_url": "https://plannrcrm.com/icon.png",
        "price": {
          "amount": {
            "example": "4000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£40.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": null,
            "description": "Currency of the money"
          }
        },
        "can_be_subscribed_to": true,
        "is_visible": true,
        "free_trial_days": 30,
        "should_poll_for_subscription_changes": true
      },
      "trial_ends_at": "2026-07-31",
      "trial_ends_in_days": 14,
      "payment_confirmed_at": "2026-08-04"
    }
  ],
  "keep_deleted_files_for": 30,
  "tax": 17.5,
  "month_end": 25,
  "statement_frequency": "monthly",
  "billing": {
    "invoice_address_1": "Suite E, 5 The Briars",
    "invoice_address_2": "Waterberry Drive",
    "invoice_town_city": "Waterlooville",
    "invoice_county": "Hampshire",
    "invoice_postcode": "PO7 7YH",
    "invoice_country": "United Kingdom",
    "invoice_email": "gareth@codepotato.co.uk"
  },
  "task_board_template": {
    "uuid": "a3a71666-c989-4fa9-b196-dc01fad5e102",
    "created_at": "2026-07-17T15:25:28+01:00",
    "updated_at": "2026-07-17T15:25:28+01:00",
    "is_template": false,
    "name": "Task Board",
    "default_list_uuid": "52f2f072-9bce-47e2-8804-c6b1e0f517d1",
    "lists": "App\\Http\\Resources\\Board\\BoardListResource",
    "is_editable": true,
    "priorities": [
      {
        "name": "High",
        "value": "high"
      },
      {
        "name": "Low",
        "value": "low"
      }
    ],
    "modelable": {
      "uuid": "7877483f-b3fd-4035-a1e0-862ad2438d18",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "finance",
      "slug": "finance",
      "review_at": "2026-07-17T15:25:36+01:00",
      "assigned_to_uuids": [
        null
      ],
      "group_uuids": [
        null
      ],
      "completed_at": "2026-07-17T15:25:36+01:00",
      "value": {
        "amount": {
          "example": "4000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£40.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": null,
          "description": "Currency of the money"
        }
      },
      "status_position": 4,
      "participants_count": 4,
      "task_board_uuid": null
    }
  },
  "ip_whitelist": [
    "192.168.0.1",
    "127.0.0.1"
  ],
  "welcome_paragraph_html": "<h1>Welcome.</h1>",
  "email_welcome_paragraph_html": "Welcome to Plannr!",
  "show_fact_find_illustrations": true,
  "cc_email_addresses": [
    "jack@example.com",
    "jill@example.com"
  ],
  "bcc_email_addresses": [
    "jack@example.com",
    "jill@example.com"
  ],
  "reply_to_email_address": "jack@example.com",
  "mobile_app_support_number": "01234 567890",
  "mobile_app_support_email": "support@example.com"
}