GET /api/v1/introducer/{uuid}
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

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.

    • type string

      Account type

    • role string

      Account role

    • first_name string

      First name

    • last_name string

      Last name

    • name string

      Name

    • email string

      (Deprecated - Please use primary_email instead). The email of the account.

    • photo_url string

      URL for initial avatar image

    • firm object

      Firm

      Hide firm attributes Show firm attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • slug string
      • address_1 string
      • address_2 string
      • town_city string
      • county string
      • postcode string
      • country string
      • regulatory_text string
      • logo_icon string
      • brand_colours object
        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
      • addon_subscriptions string
      • keep_deleted_files_for integer
      • tax number
      • month_end integer
      • statement_frequency string
      • billing object
        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 string
      • ip_whitelist array[string]
      • welcome_paragraph_html string
      • email_welcome_paragraph_html string
      • show_fact_find_illustrations boolean
      • cc_email_addresses array[string]
      • bcc_email_addresses array[string]
      • reply_to_email_address string
      • mobile_app_support_number string
      • mobile_app_support_email string
    • primary_phone_number object

      Primary phone number

      Hide primary_phone_number attributes Show primary_phone_number attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • name string
      • value string
      • phone_number_meta object
        Hide phone_number_meta attributes Show phone_number_meta attributes object
        • country string
        • formatted string
      • accounts string
    • primary_email object

      Primary email

      Hide primary_email attributes Show primary_email attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • name string
      • value string
      • phone_number_meta object
        Hide phone_number_meta attributes Show phone_number_meta attributes object
        • country string
        • formatted string
      • accounts string
    • current_time_entry object

      Current time entry

      Hide current_time_entry attributes Show current_time_entry attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • description string
      • trackable_type string
      • trackable string
      • start_date string
      • end_date string
      • is_active boolean
      • total_time_in_minutes integer
      • computed_time_elapsed_in_seconds integer
      • account string
    • assigned_adviser object

      Assigned adviser

      Hide assigned_adviser attributes Show assigned_adviser 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
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • circles string
      • ownership_percentage integer
      • inactive_at string
      • last_interaction_at string
      • referral_code string
      • permissions object
        Hide permissions attributes Show permissions attributes object
        • firm:read array[string]
        • network:read array[string]
      • custom_fields string
      • external_references string
    • assigned_administrator object

      Assigned administrator

      Hide assigned_administrator attributes Show assigned_administrator 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
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • circles string
      • ownership_percentage integer
      • inactive_at string
      • last_interaction_at string
      • referral_code string
      • permissions object
        Hide permissions attributes Show permissions attributes object
        • firm:read array[string]
        • network:read array[string]
      • custom_fields string
      • external_references string
    • assigned_paraplanner object

      Assigned paraplanner

      Hide assigned_paraplanner attributes Show assigned_paraplanner 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
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • circles string
      • ownership_percentage integer
      • inactive_at string
      • last_interaction_at string
      • referral_code string
      • permissions object
        Hide permissions attributes Show permissions attributes object
        • firm:read array[string]
        • network:read array[string]
      • custom_fields string
      • external_references string
    • introduced_by object

      Introduced by

      Hide introduced_by attributes Show introduced_by 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
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • circles string
      • ownership_percentage integer
      • inactive_at string
      • last_interaction_at string
      • referral_code string
      • permissions object
        Hide permissions attributes Show permissions attributes object
        • firm:read array[string]
        • network:read array[string]
      • custom_fields string
      • external_references string
    • groups array[object]

      Groups

      Hide groups attributes Show groups attributes object
      • uuid string
      • name string
      • slug string
      • participants_count string
      • participants object
        Hide participants attributes Show participants attributes object
        • uuid object
          Hide uuid attributes Show uuid attributes object
          • example string
          • description string
        • role object
          Hide role attributes Show role attributes object
          • example string
          • description string
        • first_name object
          Hide first_name attributes Show first_name attributes object
          • example string
          • description string
        • last_name object
          Hide last_name attributes Show last_name attributes object
          • example string
          • description string
        • name object
          Hide name attributes Show name attributes object
          • example string
          • description string
        • email object
          Hide email attributes Show email attributes object
          • example string
          • description string
      • created_at string
      • updated_at string
    • tags array[object]

      Tags

      Hide tags attributes Show tags attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • slug string
      • colour string
    • owners array[object]

      Accounts that own this account

      Hide owners attributes Show owners 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
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • circles string
      • ownership_percentage integer
      • inactive_at string
      • last_interaction_at string
      • referral_code string
      • permissions object
        Hide permissions attributes Show permissions attributes object
        • firm:read array[string]
        • network:read array[string]
      • custom_fields string
      • external_references string
    • first_contact_date string

      First contact date

    • next_review_date string

      Next review date

    • previous_review_date string

      Previous review date

    • anniversary_review_date string

      Anniversary review date

    • with_login boolean

      Denotes whether the account has a login to Plannr

    • has_joint_account boolean

      Denotes whether this account belongs to a joint account too

    • can_be_deleted string

      Denotes if the account can be deleted

    • joint_account_circle object

      This field is only present when viewing a joint account directly. This will contain the circle that we automatically created when we released circles.

      Hide joint_account_circle attributes Show joint_account_circle attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • photo_url string
      • bg_colour string
      • accounts string
      • groups string
      • joint_account_uuid string
      • login_access_level string
      • external_references string
    • circles array[object]

      The circles the account belongs to

      Hide circles attributes Show circles attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • photo_url string
      • bg_colour string
      • accounts string
      • groups string
      • joint_account_uuid string
      • login_access_level string
      • external_references string
    • ownership_percentage integer

      Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

    • inactive_at string

      Inactive from date

    • last_interaction_at string

      Last interaction date

    • referral_code string

      Unique referral code for the employee account (employees only)

    • permissions object

      Permission map where keys are permission names and values are target arrays

      Hide permissions attributes Show permissions attributes object
      • firm:read array[string]
      • network:read array[string]
    • custom_fields array[object]

      Any custom fields on the model.

      Hide custom_fields attributes Show custom_fields attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • name string
      • reference string
      • is_required boolean
      • value string
      • selection_options array[string]
      • help_text string
    • external_references array[object]

      The external references that have been added to the client.

      Hide external_references attributes Show external_references attributes object
      • uuid string
      • created_at string
      • updated_at string
      • third_party string
      • reference string
GET /api/v1/introducer/{uuid} 
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/introducer/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "firm": {
    "tax": 17.5,
    "logo": "https://api.plannrcrm.com/images/plannr.jpg",
    "name": "Codepotato",
    "slug": "codepotato",
    "uuid": "67db23e6-3ea0-4ed8-a10b-1f939a9f8e18",
    "county": "Hampshire",
    "billing": {
      "invoice_email": "gareth@codepotato.co.uk",
      "invoice_county": "Hampshire",
      "invoice_country": "United Kingdom",
      "invoice_postcode": "PO7 7YH",
      "invoice_address_1": "Suite E, 5 The Briars",
      "invoice_address_2": "Waterberry Drive",
      "invoice_town_city": "Waterlooville"
    },
    "country": "United Kingdom",
    "postcode": "PO7 7YH",
    "address_1": "Suite E, 5 The Briars",
    "address_2": "Waterberry Drive",
    "logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
    "month_end": 25,
    "town_city": "Waterlooville",
    "created_at": "2026-04-09T17:35:05+01:00",
    "updated_at": "2026-04-09T17:35:05+01:00",
    "ip_whitelist": [
      "192.168.0.1",
      "127.0.0.1"
    ],
    "brand_colours": {
      "sidebar_text": "#FFFFFF",
      "sidebar_hover": "#0A0A42",
      "email_sub_text": "#FFFFFF",
      "sidebar_accent": "#36367E",
      "sidebar_active": "#53DBB8",
      "email_background": "#0E0E56",
      "email_button_text": "#FFFFFF",
      "portal_background": "#F6F6F6",
      "portal_brand_title": "#323B4B",
      "sidebar_background": "#0E0E56",
      "portal_sidebar_icon": "#828994",
      "portal_sidebar_text": "#323B4B",
      "portal_sidebar_title": "#11151D",
      "sidebar_title_primary": "#FFC634",
      "portal_brand_sub_title": "#828994",
      "portal_sidebar_divider": "#E3E5E9",
      "email_button_background": "#36367E",
      "portal_dashboard_bg_one": "#EF4583",
      "portal_dashboard_bg_two": "#FFC634",
      "sidebar_title_secondary": "#FFFFFF",
      "sidebar_title_background": "#36367E",
      "portal_sidebar_icon_hover": "#828994",
      "portal_sidebar_text_hover": "#323B4B",
      "portal_sidebar_icon_active": "#828994",
      "portal_sidebar_text_active": "#323B4B",
      "email_logo_background_panel": "#36367E",
      "portal_sidebar_button_hover": "#FFFFFF",
      "portal_sidebar_account_email": "#828994",
      "portal_sidebar_account_title": "#11151D",
      "portal_sidebar_button_active": "#FFFFFF",
      "sidebar_title_secondary_hover": "#FFFFFF",
      "portal_sidebar_collapse_button": "#828994",
      "portal_sidebar_user_select_text": "#323B4B",
      "portal_sidebar_button_background": "#F6F6F6",
      "portal_sidebar_user_select_hover": "#F6F6F6",
      "portal_sidebar_user_select_border": "#EEEEEE",
      "portal_sidebar_collapse_button_hover": "#B3B9C4",
      "portal_sidebar_user_select_background": "#F6F6F6",
      "portal_sidebar_user_select_text_hover": "#323B4B",
      "portal_sidebar_user_select_border_hover": "#828994"
    },
    "is_subscribed": true,
    "regulatory_text": "Regulatory text",
    "cc_email_addresses": [
      "jack@example.com",
      "jill@example.com"
    ],
    "addon_subscriptions": "App\\Http\\Resources\\Addons\\AddonSubscriptionResource",
    "bcc_email_addresses": [
      "jack@example.com",
      "jill@example.com"
    ],
    "statement_frequency": "monthly",
    "task_board_template": "App\\Http\\Resources\\Board\\BoardResource",
    "keep_deleted_files_for": 30,
    "reply_to_email_address": "jack@example.com",
    "welcome_paragraph_html": "<h1>Welcome.</h1>",
    "mobile_app_support_email": "support@example.com",
    "mobile_app_support_number": "01234 567890",
    "email_welcome_paragraph_html": "Welcome to Plannr!",
    "show_fact_find_illustrations": true
  },
  "name": "Gareth Thompson",
  "role": "client",
  "tags": [
    {
      "name": "Mortgage",
      "slug": "mortgage",
      "uuid": "8f400ad4-2667-46fd-8dd0-7a62f9d67019",
      "colour": "#ef4582",
      "created_at": "2026-04-09T17:35:05+01:00",
      "updated_at": "2026-04-09T17:35:05+01:00"
    }
  ],
  "type": "client",
  "uuid": "7235d1ae-75a1-4094-812e-9062e417b41e",
  "email": "gareth@codepotato.co.uk",
  "groups": [
    {
      "name": "finance",
      "slug": "finance",
      "uuid": "3a42b60d-6bb5-4d5c-8ec1-b43f37c71c24",
      "created_at": "2026-04-09T17:35:05+01:00",
      "updated_at": "2026-04-09T17:35:05+01:00",
      "participants": {
        "name": {
          "example": "Gareth Thompson",
          "description": "Name of the account"
        },
        "role": {
          "example": "client",
          "description": "Role of the account"
        },
        "uuid": {
          "example": "c2a38b95-ba46-4ba7-83a1-4bdef7b3d8ce",
          "description": "UUID of the account"
        },
        "email": {
          "example": "gareth@codepotato.co.uk",
          "description": "Email of the account"
        },
        "last_name": {
          "example": "Thompson",
          "description": "Last name of the account"
        },
        "first_name": {
          "example": "Gareth",
          "description": "First name of the account"
        }
      },
      "participants_count": "3"
    }
  ],
  "owners": [
    {
      "firm": "App\\Http\\Resources\\FirmResource",
      "name": "Gareth Thompson",
      "role": "client",
      "tags": "App\\Http\\Resources\\TagResource",
      "type": "client",
      "uuid": "be608e2d-d293-4869-bb7d-5bcb66208392",
      "email": "gareth@codepotato.co.uk",
      "groups": "App\\Http\\Resources\\GroupResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "circles": "App\\Http\\Resources\\CircleResource",
      "last_name": "Thompson",
      "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
      "created_at": "2026-04-09T17:35:05+01:00",
      "first_name": "Gareth",
      "updated_at": "2026-04-09T17:35:05+01:00",
      "with_login": true,
      "inactive_at": "2026-04-09",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      },
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "introduced_by": "App\\Http\\Resources\\AccountResource",
      "primary_email": "App\\Http\\Resources\\ContactDetailResource",
      "referral_code": "ABC12345",
      "can_be_deleted": "false",
      "assigned_adviser": "App\\Http\\Resources\\AccountResource",
      "next_review_date": "2026-04-09T17:35:05+01:00",
      "has_joint_account": true,
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "first_contact_date": "2026-04-09T17:35:05+01:00",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
      "last_interaction_at": "2026-04-09 17:35:05",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "joint_account_circle": "App\\Http\\Resources\\CircleResource",
      "ownership_percentage": 100,
      "previous_review_date": "2026-04-09T17:35:05+01:00",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "anniversary_review_date": "2026-04-09T17:35:05+01:00"
    }
  ],
  "circles": [
    {
      "name": "Jones Family",
      "uuid": "2b35118b-23b5-4ce1-8c14-2ecd806abdc9",
      "groups": "App\\Http\\Resources\\GroupResource",
      "accounts": "App\\Http\\Resources\\AccountResource",
      "bg_colour": "#35f4e1",
      "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
      "created_at": "2026-04-09T17:35:05+01:00",
      "updated_at": "2026-04-09T17:35:05+01:00",
      "joint_account_uuid": "7bb864f1-5454-4953-9fa1-0dfcec205895",
      "login_access_level": "write",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    }
  ],
  "last_name": "Thompson",
  "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
  "created_at": "2026-04-09T17:35:05+01:00",
  "first_name": "Gareth",
  "updated_at": "2026-04-09T17:35:05+01:00",
  "with_login": true,
  "inactive_at": "2026-04-09",
  "permissions": {
    "firm:read": [
      "firm"
    ],
    "network:read": [
      "network:uuid"
    ]
  },
  "custom_fields": [
    {
      "name": "Favourite Drink",
      "type": "string",
      "uuid": "966db396-973a-42a2-a51f-93e6b0bbf3e5",
      "value": "Coffee",
      "help_text": "This is the client's favourite drink.",
      "reference": "favourite_drink",
      "created_at": "2026-04-09T17:35:05+01:00",
      "updated_at": "2026-04-09T17:35:05+01:00",
      "is_required": false,
      "selection_options": [
        "Coffee",
        "Tea",
        "Water"
      ]
    }
  ],
  "introduced_by": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "b7a03ccc-7220-4ea7-a9a7-6d11e46dffbd",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "circles": "App\\Http\\Resources\\CircleResource",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
    "created_at": "2026-04-09T17:35:05+01:00",
    "first_name": "Gareth",
    "updated_at": "2026-04-09T17:35:05+01:00",
    "with_login": true,
    "inactive_at": "2026-04-09",
    "permissions": {
      "firm:read": [
        "firm"
      ],
      "network:read": [
        "network:uuid"
      ]
    },
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "referral_code": "ABC12345",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2026-04-09T17:35:05+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2026-04-09T17:35:05+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "last_interaction_at": "2026-04-09 17:35:05",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2026-04-09T17:35:05+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2026-04-09T17:35:05+01:00"
  },
  "primary_email": {
    "name": "Work number",
    "type": "phone_number",
    "uuid": "7ec8be76-5525-4f46-8c12-bf4e82b93905",
    "value": "+443330903630",
    "accounts": "App\\Http\\Resources\\AccountResource",
    "created_at": "2026-04-09T17:35:05+01:00",
    "updated_at": "2026-04-09T17:35:05+01:00",
    "phone_number_meta": {
      "country": "GB",
      "formatted": "0333 090 3630"
    }
  },
  "referral_code": "ABC12345",
  "can_be_deleted": "false",
  "assigned_adviser": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "b5f68822-5f26-481f-afd4-6da049f04010",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "circles": "App\\Http\\Resources\\CircleResource",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
    "created_at": "2026-04-09T17:35:05+01:00",
    "first_name": "Gareth",
    "updated_at": "2026-04-09T17:35:05+01:00",
    "with_login": true,
    "inactive_at": "2026-04-09",
    "permissions": {
      "firm:read": [
        "firm"
      ],
      "network:read": [
        "network:uuid"
      ]
    },
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "referral_code": "ABC12345",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2026-04-09T17:35:05+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2026-04-09T17:35:05+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "last_interaction_at": "2026-04-09 17:35:05",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2026-04-09T17:35:05+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2026-04-09T17:35:05+01:00"
  },
  "next_review_date": "2026-04-09T17:35:05+01:00",
  "has_joint_account": true,
  "current_time_entry": {
    "name": "Research",
    "uuid": "10b801ee-b78d-4485-9cf7-870e1ac96256",
    "account": "App\\Http\\Resources\\MinimalAccountResource",
    "end_date": "2026-04-09T17:13:05+01:00",
    "is_active": true,
    "trackable": "App\\Http\\Resources\\MinimalAccountResource",
    "created_at": "2026-04-09T17:35:05+01:00",
    "start_date": "2026-04-09T16:45:05+01:00",
    "updated_at": "2026-04-09T17:35:05+01:00",
    "description": "This is a description.",
    "trackable_type": "Client",
    "total_time_in_minutes": 28,
    "computed_time_elapsed_in_seconds": 1680
  },
  "first_contact_date": "2026-04-09T17:35:05+01:00",
  "external_references": [
    {
      "uuid": "1e0bf085-16c8-40af-9ee3-4407e8634176",
      "reference": "AB123456",
      "created_at": "2026-04-09T17:35:05+01:00",
      "updated_at": "2026-04-09T17:35:05+01:00",
      "third_party": "nucleus"
    }
  ],
  "last_interaction_at": "2026-04-09 17:35:05",
  "assigned_paraplanner": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "adde3df9-7f95-401d-8371-8c7636fa24f9",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "circles": "App\\Http\\Resources\\CircleResource",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
    "created_at": "2026-04-09T17:35:05+01:00",
    "first_name": "Gareth",
    "updated_at": "2026-04-09T17:35:05+01:00",
    "with_login": true,
    "inactive_at": "2026-04-09",
    "permissions": {
      "firm:read": [
        "firm"
      ],
      "network:read": [
        "network:uuid"
      ]
    },
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "referral_code": "ABC12345",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2026-04-09T17:35:05+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2026-04-09T17:35:05+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "last_interaction_at": "2026-04-09 17:35:05",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2026-04-09T17:35:05+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2026-04-09T17:35:05+01:00"
  },
  "joint_account_circle": {
    "name": "Jones Family",
    "uuid": "18f0032e-f46d-45f0-8f7e-f7513de1a576",
    "groups": "App\\Http\\Resources\\GroupResource",
    "accounts": "App\\Http\\Resources\\AccountResource",
    "bg_colour": "#35f4e1",
    "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
    "created_at": "2026-04-09T17:35:05+01:00",
    "updated_at": "2026-04-09T17:35:05+01:00",
    "joint_account_uuid": "66f6862c-78f1-45c7-b987-154a9ebacc33",
    "login_access_level": "write",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
  },
  "ownership_percentage": 100,
  "previous_review_date": "2026-04-09T17:35:05+01:00",
  "primary_phone_number": {
    "name": "Work number",
    "type": "phone_number",
    "uuid": "6e315daf-98d0-4048-8bd5-9018ea55b348",
    "value": "+443330903630",
    "accounts": "App\\Http\\Resources\\AccountResource",
    "created_at": "2026-04-09T17:35:05+01:00",
    "updated_at": "2026-04-09T17:35:05+01:00",
    "phone_number_meta": {
      "country": "GB",
      "formatted": "0333 090 3630"
    }
  },
  "assigned_administrator": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "89bd2dfe-dbaa-4af2-9894-39eccb614c81",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "circles": "App\\Http\\Resources\\CircleResource",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
    "created_at": "2026-04-09T17:35:05+01:00",
    "first_name": "Gareth",
    "updated_at": "2026-04-09T17:35:05+01:00",
    "with_login": true,
    "inactive_at": "2026-04-09",
    "permissions": {
      "firm:read": [
        "firm"
      ],
      "network:read": [
        "network:uuid"
      ]
    },
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "referral_code": "ABC12345",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2026-04-09T17:35:05+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2026-04-09T17:35:05+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "last_interaction_at": "2026-04-09 17:35:05",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2026-04-09T17:35:05+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2026-04-09T17:35:05+01:00"
  },
  "anniversary_review_date": "2026-04-09T17:35:05+01:00"
}