Get all logs for a model 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/logs/{modelType}/{modelUuid}
Personal access token & O auth2

Path parameters

  • modelType string Required

    The type of model to get logs for

  • modelUuid string Required

    UUID of the model to get logs for

Query parameters

  • filter[uuid] string

    Filter by a comma separated list of UUIDs.

  • filter[type] string

    Filter log type.

  • filter[level] string

    Filter log level.

  • filter[modelable_type] string

    Filter logs by modelable type.

  • filter[modelable_uuid] string

    Filter logs by the modelable's UUID (requires filter[modelable_type]).

  • sort string

    Field to sort by. Valid fields are [created_at]. Negative sign to denote DESC. Defaults to '-created_at'.

  • per_page integer

    the amount of logs per page (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
      • description string
      • author object
        Hide author attributes Show author 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 object
          Hide firm attributes Show firm 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 firm

          • slug

            Slug of the firm

          • address_1

            First line of the address

          • address_2

            Second line of the address

          • town_city

            Town/City

          • county

            County

          • postcode

            Postcode

          • country

            Country

          • regulatory_text

            Regulatory text of the firm.

          • logo_icon

            URL of your firm logo icon.

          • brand_colours

            Firm branding colours.

          • factfind_pdf_header_background

            Header background colour (hex) for the fact-find snapshot PDF.

          • factfind_pdf_header_text

            Header text colour (hex) for the fact-find snapshot PDF.

          • is_subscribed

            Subscription status.

          • keep_deleted_files_for

            Number of days to keep deleted files for

          • tax

            Tax percent

          • month_end

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

          • statement_frequency

            The frequency of the income reconciliation statements

          • billing

            Firm invoice details for billing

          • ip_whitelist

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

          • welcome_paragraph_html

            Custom welcome paragraph html for the branded auth welcome page

          • email_welcome_paragraph_html

            Custom welcome paragraph for the welcome/new user email

          • show_fact_find_illustrations

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

          • cc_email_addresses

            Array of email cc addresses.

          • bcc_email_addresses

            Array of email bcc addresses.

          • reply_to_email_address

            Firm reply to email address.

          • mobile_app_support_number

            Firm mobile app support number.

          • mobile_app_support_email

            Firm mobile app support email address.

        • primary_phone_number object
          Hide primary_phone_number attributes Show primary_phone_number 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.

          • type

            Contact detail type

          • name

            Contact detail description

          • value

            Contact detail value

          • phone_number_meta

            If the type is a phone number, this additional field will be displayed giving you information about the phone number.

        • primary_email object
          Hide primary_email attributes Show primary_email 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.

          • type

            Contact detail type

          • name

            Contact detail description

          • value

            Contact detail value

          • phone_number_meta

            If the type is a phone number, this additional field will be displayed giving you information about the phone number.

        • current_time_entry object
          Hide current_time_entry attributes Show current_time_entry 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

            The name of the time entry.

          • description

            The description of the time entry.

          • trackable_type

            The model type that is being tracked. The example given is a client, but it can be a case, firm, circle or task.

          • start_date

            The start time of the time entry.

          • end_date

            The end time of the time entry.

          • is_active

            Determines if the time entry is currently ongoing.

          • total_time_in_minutes

            Total time in minutes.

          • computed_time_elapsed_in_seconds

            Computed time elapsed in seconds.

        • assigned_adviser object
          Hide assigned_adviser attributes Show assigned_adviser 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.

          • type

            Account type

          • role

            Account role

          • first_name

            First name

          • last_name

            Last name

          • name

            Name

          • email

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

          • photo_url

            URL for initial avatar image

          • first_contact_date

            First contact date

          • next_review_date

            Next review date

          • previous_review_date

            Previous review date

          • anniversary_review_date

            Anniversary review date

          • terms_of_business_at

            Date the Terms of Business were agreed and signed

          • client_agreement_at

            Date the client agreement was agreed and signed

          • with_login

            Denotes whether the account has a login to Plannr

          • has_joint_account

            Denotes whether this account belongs to a joint account too

          • can_be_deleted

            Denotes if the account can be deleted

          • ownership_percentage

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

          • inactive_at

            Inactive from date

          • last_interaction_at

            Last interaction date

          • referral_code

            Unique referral code for the employee account (employees only)

          • is_out_of_office

            Denotes whether the account is currently within an active Out of Office window (employees only)

          • out_of_office_from

            Start of the Out of Office period (employees only). Null when not out of office

          • out_of_office_until

            End of the Out of Office period (employees only). Null when not out of office

          • out_of_office_message

            Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

          • is_pending_fact_find_account

            Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

          • permissions

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

        • assigned_administrator object
          Hide assigned_administrator attributes Show assigned_administrator 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.

          • type

            Account type

          • role

            Account role

          • first_name

            First name

          • last_name

            Last name

          • name

            Name

          • email

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

          • photo_url

            URL for initial avatar image

          • first_contact_date

            First contact date

          • next_review_date

            Next review date

          • previous_review_date

            Previous review date

          • anniversary_review_date

            Anniversary review date

          • terms_of_business_at

            Date the Terms of Business were agreed and signed

          • client_agreement_at

            Date the client agreement was agreed and signed

          • with_login

            Denotes whether the account has a login to Plannr

          • has_joint_account

            Denotes whether this account belongs to a joint account too

          • can_be_deleted

            Denotes if the account can be deleted

          • ownership_percentage

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

          • inactive_at

            Inactive from date

          • last_interaction_at

            Last interaction date

          • referral_code

            Unique referral code for the employee account (employees only)

          • is_out_of_office

            Denotes whether the account is currently within an active Out of Office window (employees only)

          • out_of_office_from

            Start of the Out of Office period (employees only). Null when not out of office

          • out_of_office_until

            End of the Out of Office period (employees only). Null when not out of office

          • out_of_office_message

            Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

          • is_pending_fact_find_account

            Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

          • permissions

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

        • assigned_paraplanner object
          Hide assigned_paraplanner attributes Show assigned_paraplanner 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.

          • type

            Account type

          • role

            Account role

          • first_name

            First name

          • last_name

            Last name

          • name

            Name

          • email

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

          • photo_url

            URL for initial avatar image

          • first_contact_date

            First contact date

          • next_review_date

            Next review date

          • previous_review_date

            Previous review date

          • anniversary_review_date

            Anniversary review date

          • terms_of_business_at

            Date the Terms of Business were agreed and signed

          • client_agreement_at

            Date the client agreement was agreed and signed

          • with_login

            Denotes whether the account has a login to Plannr

          • has_joint_account

            Denotes whether this account belongs to a joint account too

          • can_be_deleted

            Denotes if the account can be deleted

          • ownership_percentage

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

          • inactive_at

            Inactive from date

          • last_interaction_at

            Last interaction date

          • referral_code

            Unique referral code for the employee account (employees only)

          • is_out_of_office

            Denotes whether the account is currently within an active Out of Office window (employees only)

          • out_of_office_from

            Start of the Out of Office period (employees only). Null when not out of office

          • out_of_office_until

            End of the Out of Office period (employees only). Null when not out of office

          • out_of_office_message

            Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

          • is_pending_fact_find_account

            Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

          • permissions

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

        • introduced_by object
          Hide introduced_by attributes Show introduced_by 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.

          • type

            Account type

          • role

            Account role

          • first_name

            First name

          • last_name

            Last name

          • name

            Name

          • email

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

          • photo_url

            URL for initial avatar image

          • first_contact_date

            First contact date

          • next_review_date

            Next review date

          • previous_review_date

            Previous review date

          • anniversary_review_date

            Anniversary review date

          • terms_of_business_at

            Date the Terms of Business were agreed and signed

          • client_agreement_at

            Date the client agreement was agreed and signed

          • with_login

            Denotes whether the account has a login to Plannr

          • has_joint_account

            Denotes whether this account belongs to a joint account too

          • can_be_deleted

            Denotes if the account can be deleted

          • ownership_percentage

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

          • inactive_at

            Inactive from date

          • last_interaction_at

            Last interaction date

          • referral_code

            Unique referral code for the employee account (employees only)

          • is_out_of_office

            Denotes whether the account is currently within an active Out of Office window (employees only)

          • out_of_office_from

            Start of the Out of Office period (employees only). Null when not out of office

          • out_of_office_until

            End of the Out of Office period (employees only). Null when not out of office

          • out_of_office_message

            Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

          • is_pending_fact_find_account

            Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

          • permissions

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

        • business_unit object
          Hide business_unit attributes Show business_unit attributes object
          • uuid

            The UUID of the resource.

          • name

            Name of the business unit.

          • has_alternative_branding

            Whether alternative branding is enabled for this business unit.

          • brand_colours

            Brand colours for this business unit, merged with firm defaults.

          • members_count

            Number of accounts assigned to this business unit

          • groups_count

            Number of groups assigned to this business unit

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

        • groups object
          Hide groups attributes Show groups attributes object
          • uuid

            UUID of the group

          • name

            Name of the group

          • slug

            Slug of the group

          • participants_count

            Number of participants in the group

          • participants

            Participants in this group

          • created_at

            Timestamp of when the group was created

          • updated_at

            Timestamp of when the group was updated

        • tags object
          Hide tags attributes Show tags attributes object
          • uuid

            UUID of the tag

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • name

            The name of the tag

          • slug

            The slug of the tag

          • colour

            The colour of the tag

        • owners object
          Hide owners attributes Show owners 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.

          • type

            Account type

          • role

            Account role

          • first_name

            First name

          • last_name

            Last name

          • name

            Name

          • email

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

          • photo_url

            URL for initial avatar image

          • first_contact_date

            First contact date

          • next_review_date

            Next review date

          • previous_review_date

            Previous review date

          • anniversary_review_date

            Anniversary review date

          • terms_of_business_at

            Date the Terms of Business were agreed and signed

          • client_agreement_at

            Date the client agreement was agreed and signed

          • with_login

            Denotes whether the account has a login to Plannr

          • has_joint_account

            Denotes whether this account belongs to a joint account too

          • can_be_deleted

            Denotes if the account can be deleted

          • ownership_percentage

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

          • inactive_at

            Inactive from date

          • last_interaction_at

            Last interaction date

          • referral_code

            Unique referral code for the employee account (employees only)

          • is_out_of_office

            Denotes whether the account is currently within an active Out of Office window (employees only)

          • out_of_office_from

            Start of the Out of Office period (employees only). Null when not out of office

          • out_of_office_until

            End of the Out of Office period (employees only). Null when not out of office

          • out_of_office_message

            Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

          • is_pending_fact_find_account

            Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

          • permissions

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

        • first_contact_date string
        • next_review_date string
        • previous_review_date string
        • anniversary_review_date string
        • terms_of_business_at string
        • client_agreement_at string
        • with_login boolean
        • has_joint_account boolean
        • can_be_deleted string
        • joint_account_circle object
          Hide joint_account_circle attributes Show joint_account_circle 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

            The Circle name

          • photo_url

            URL for initial avatar image

          • bg_colour

            Hex colour background for avatar

          • has_portal_access

            Whether any member of the circle has portal access

          • portal_access_status

            Aggregated portal access status: active, never_logged_in, or no_portal_access

          • engagement_rating

            Aggregated engagement rating: green, amber, red, or none

          • last_login

            Most recent portal login across all circle members, including who logged in

          • portal_login_count_30d

            Total portal login count across all members in last 30 days

          • portal_login_count_90d

            Total portal login count across all members in last 90 days

          • portal_login_count_365d

            Total portal login count across all members in last 365 days

          • joint_account_uuid

            uuid of joint account where circle created from joint account

          • login_access_level

            The access level in context of an account. Note this field is only returned when using the accounts API. Available values: read and write

          • current_life_stage_uuid

            UUID of the circle's current life stage for expenditure

        • circles object
          Hide circles attributes Show circles 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

            The Circle name

          • photo_url

            URL for initial avatar image

          • bg_colour

            Hex colour background for avatar

          • has_portal_access

            Whether any member of the circle has portal access

          • portal_access_status

            Aggregated portal access status: active, never_logged_in, or no_portal_access

          • engagement_rating

            Aggregated engagement rating: green, amber, red, or none

          • last_login

            Most recent portal login across all circle members, including who logged in

          • portal_login_count_30d

            Total portal login count across all members in last 30 days

          • portal_login_count_90d

            Total portal login count across all members in last 90 days

          • portal_login_count_365d

            Total portal login count across all members in last 365 days

          • joint_account_uuid

            uuid of joint account where circle created from joint account

          • login_access_level

            The access level in context of an account. Note this field is only returned when using the accounts API. Available values: read and write

          • current_life_stage_uuid

            UUID of the circle's current life stage for expenditure

        • ownership_percentage integer
        • inactive_at string
        • last_interaction_at string
        • referral_code string
        • is_out_of_office boolean
        • out_of_office_from string
        • out_of_office_until string
        • out_of_office_message string
        • service_level object
          Hide service_level attributes Show service_level attributes object
          • uuid

            The UUID of the resource.

          • name

            The name of the service level.

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

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

            The UUID of the custom field

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • type

            The type of custom field

          • name

            The name of the custom field

          • reference

            The reference of the custom field, used when updating the custom field on the model.

          • is_required

            Denotes if the custom field is required

          • value

            The value of the custom field

          • selection_options

            This is the array of available options for the selection box. If the type is "selection" this array will be provided.

          • help_text

            Optional help text to aide the custom field. Will be displayed on Plannr.

        • external_references object
          Hide external_references attributes Show external_references 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.

          • third_party

            The third party provider with the reference.

          • reference

            The third party reference.

      • modelable object
        Hide modelable attributes Show modelable 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 object
          Hide firm attributes Show firm 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 firm

          • slug

            Slug of the firm

          • address_1

            First line of the address

          • address_2

            Second line of the address

          • town_city

            Town/City

          • county

            County

          • postcode

            Postcode

          • country

            Country

          • regulatory_text

            Regulatory text of the firm.

          • logo_icon

            URL of your firm logo icon.

          • brand_colours

            Firm branding colours.

          • factfind_pdf_header_background

            Header background colour (hex) for the fact-find snapshot PDF.

          • factfind_pdf_header_text

            Header text colour (hex) for the fact-find snapshot PDF.

          • is_subscribed

            Subscription status.

          • keep_deleted_files_for

            Number of days to keep deleted files for

          • tax

            Tax percent

          • month_end

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

          • statement_frequency

            The frequency of the income reconciliation statements

          • billing

            Firm invoice details for billing

          • ip_whitelist

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

          • welcome_paragraph_html

            Custom welcome paragraph html for the branded auth welcome page

          • email_welcome_paragraph_html

            Custom welcome paragraph for the welcome/new user email

          • show_fact_find_illustrations

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

          • cc_email_addresses

            Array of email cc addresses.

          • bcc_email_addresses

            Array of email bcc addresses.

          • reply_to_email_address

            Firm reply to email address.

          • mobile_app_support_number

            Firm mobile app support number.

          • mobile_app_support_email

            Firm mobile app support email address.

        • primary_phone_number object
          Hide primary_phone_number attributes Show primary_phone_number 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.

          • type

            Contact detail type

          • name

            Contact detail description

          • value

            Contact detail value

          • phone_number_meta

            If the type is a phone number, this additional field will be displayed giving you information about the phone number.

        • primary_email object
          Hide primary_email attributes Show primary_email 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.

          • type

            Contact detail type

          • name

            Contact detail description

          • value

            Contact detail value

          • phone_number_meta

            If the type is a phone number, this additional field will be displayed giving you information about the phone number.

        • current_time_entry object
          Hide current_time_entry attributes Show current_time_entry 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

            The name of the time entry.

          • description

            The description of the time entry.

          • trackable_type

            The model type that is being tracked. The example given is a client, but it can be a case, firm, circle or task.

          • start_date

            The start time of the time entry.

          • end_date

            The end time of the time entry.

          • is_active

            Determines if the time entry is currently ongoing.

          • total_time_in_minutes

            Total time in minutes.

          • computed_time_elapsed_in_seconds

            Computed time elapsed in seconds.

        • assigned_adviser object
          Hide assigned_adviser attributes Show assigned_adviser 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.

          • type

            Account type

          • role

            Account role

          • first_name

            First name

          • last_name

            Last name

          • name

            Name

          • email

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

          • photo_url

            URL for initial avatar image

          • first_contact_date

            First contact date

          • next_review_date

            Next review date

          • previous_review_date

            Previous review date

          • anniversary_review_date

            Anniversary review date

          • terms_of_business_at

            Date the Terms of Business were agreed and signed

          • client_agreement_at

            Date the client agreement was agreed and signed

          • with_login

            Denotes whether the account has a login to Plannr

          • has_joint_account

            Denotes whether this account belongs to a joint account too

          • can_be_deleted

            Denotes if the account can be deleted

          • ownership_percentage

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

          • inactive_at

            Inactive from date

          • last_interaction_at

            Last interaction date

          • referral_code

            Unique referral code for the employee account (employees only)

          • is_out_of_office

            Denotes whether the account is currently within an active Out of Office window (employees only)

          • out_of_office_from

            Start of the Out of Office period (employees only). Null when not out of office

          • out_of_office_until

            End of the Out of Office period (employees only). Null when not out of office

          • out_of_office_message

            Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

          • is_pending_fact_find_account

            Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

          • permissions

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

        • assigned_administrator object
          Hide assigned_administrator attributes Show assigned_administrator 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.

          • type

            Account type

          • role

            Account role

          • first_name

            First name

          • last_name

            Last name

          • name

            Name

          • email

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

          • photo_url

            URL for initial avatar image

          • first_contact_date

            First contact date

          • next_review_date

            Next review date

          • previous_review_date

            Previous review date

          • anniversary_review_date

            Anniversary review date

          • terms_of_business_at

            Date the Terms of Business were agreed and signed

          • client_agreement_at

            Date the client agreement was agreed and signed

          • with_login

            Denotes whether the account has a login to Plannr

          • has_joint_account

            Denotes whether this account belongs to a joint account too

          • can_be_deleted

            Denotes if the account can be deleted

          • ownership_percentage

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

          • inactive_at

            Inactive from date

          • last_interaction_at

            Last interaction date

          • referral_code

            Unique referral code for the employee account (employees only)

          • is_out_of_office

            Denotes whether the account is currently within an active Out of Office window (employees only)

          • out_of_office_from

            Start of the Out of Office period (employees only). Null when not out of office

          • out_of_office_until

            End of the Out of Office period (employees only). Null when not out of office

          • out_of_office_message

            Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

          • is_pending_fact_find_account

            Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

          • permissions

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

        • assigned_paraplanner object
          Hide assigned_paraplanner attributes Show assigned_paraplanner 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.

          • type

            Account type

          • role

            Account role

          • first_name

            First name

          • last_name

            Last name

          • name

            Name

          • email

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

          • photo_url

            URL for initial avatar image

          • first_contact_date

            First contact date

          • next_review_date

            Next review date

          • previous_review_date

            Previous review date

          • anniversary_review_date

            Anniversary review date

          • terms_of_business_at

            Date the Terms of Business were agreed and signed

          • client_agreement_at

            Date the client agreement was agreed and signed

          • with_login

            Denotes whether the account has a login to Plannr

          • has_joint_account

            Denotes whether this account belongs to a joint account too

          • can_be_deleted

            Denotes if the account can be deleted

          • ownership_percentage

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

          • inactive_at

            Inactive from date

          • last_interaction_at

            Last interaction date

          • referral_code

            Unique referral code for the employee account (employees only)

          • is_out_of_office

            Denotes whether the account is currently within an active Out of Office window (employees only)

          • out_of_office_from

            Start of the Out of Office period (employees only). Null when not out of office

          • out_of_office_until

            End of the Out of Office period (employees only). Null when not out of office

          • out_of_office_message

            Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

          • is_pending_fact_find_account

            Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

          • permissions

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

        • introduced_by object
          Hide introduced_by attributes Show introduced_by 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.

          • type

            Account type

          • role

            Account role

          • first_name

            First name

          • last_name

            Last name

          • name

            Name

          • email

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

          • photo_url

            URL for initial avatar image

          • first_contact_date

            First contact date

          • next_review_date

            Next review date

          • previous_review_date

            Previous review date

          • anniversary_review_date

            Anniversary review date

          • terms_of_business_at

            Date the Terms of Business were agreed and signed

          • client_agreement_at

            Date the client agreement was agreed and signed

          • with_login

            Denotes whether the account has a login to Plannr

          • has_joint_account

            Denotes whether this account belongs to a joint account too

          • can_be_deleted

            Denotes if the account can be deleted

          • ownership_percentage

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

          • inactive_at

            Inactive from date

          • last_interaction_at

            Last interaction date

          • referral_code

            Unique referral code for the employee account (employees only)

          • is_out_of_office

            Denotes whether the account is currently within an active Out of Office window (employees only)

          • out_of_office_from

            Start of the Out of Office period (employees only). Null when not out of office

          • out_of_office_until

            End of the Out of Office period (employees only). Null when not out of office

          • out_of_office_message

            Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

          • is_pending_fact_find_account

            Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

          • permissions

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

        • business_unit object
          Hide business_unit attributes Show business_unit attributes object
          • uuid

            The UUID of the resource.

          • name

            Name of the business unit.

          • has_alternative_branding

            Whether alternative branding is enabled for this business unit.

          • brand_colours

            Brand colours for this business unit, merged with firm defaults.

          • members_count

            Number of accounts assigned to this business unit

          • groups_count

            Number of groups assigned to this business unit

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

        • groups object
          Hide groups attributes Show groups attributes object
          • uuid

            UUID of the group

          • name

            Name of the group

          • slug

            Slug of the group

          • participants_count

            Number of participants in the group

          • participants

            Participants in this group

          • created_at

            Timestamp of when the group was created

          • updated_at

            Timestamp of when the group was updated

        • tags object
          Hide tags attributes Show tags attributes object
          • uuid

            UUID of the tag

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • name

            The name of the tag

          • slug

            The slug of the tag

          • colour

            The colour of the tag

        • owners object
          Hide owners attributes Show owners 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.

          • type

            Account type

          • role

            Account role

          • first_name

            First name

          • last_name

            Last name

          • name

            Name

          • email

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

          • photo_url

            URL for initial avatar image

          • first_contact_date

            First contact date

          • next_review_date

            Next review date

          • previous_review_date

            Previous review date

          • anniversary_review_date

            Anniversary review date

          • terms_of_business_at

            Date the Terms of Business were agreed and signed

          • client_agreement_at

            Date the client agreement was agreed and signed

          • with_login

            Denotes whether the account has a login to Plannr

          • has_joint_account

            Denotes whether this account belongs to a joint account too

          • can_be_deleted

            Denotes if the account can be deleted

          • ownership_percentage

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

          • inactive_at

            Inactive from date

          • last_interaction_at

            Last interaction date

          • referral_code

            Unique referral code for the employee account (employees only)

          • is_out_of_office

            Denotes whether the account is currently within an active Out of Office window (employees only)

          • out_of_office_from

            Start of the Out of Office period (employees only). Null when not out of office

          • out_of_office_until

            End of the Out of Office period (employees only). Null when not out of office

          • out_of_office_message

            Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

          • is_pending_fact_find_account

            Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

          • permissions

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

        • first_contact_date string
        • next_review_date string
        • previous_review_date string
        • anniversary_review_date string
        • terms_of_business_at string
        • client_agreement_at string
        • with_login boolean
        • has_joint_account boolean
        • can_be_deleted string
        • joint_account_circle object
          Hide joint_account_circle attributes Show joint_account_circle 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

            The Circle name

          • photo_url

            URL for initial avatar image

          • bg_colour

            Hex colour background for avatar

          • has_portal_access

            Whether any member of the circle has portal access

          • portal_access_status

            Aggregated portal access status: active, never_logged_in, or no_portal_access

          • engagement_rating

            Aggregated engagement rating: green, amber, red, or none

          • last_login

            Most recent portal login across all circle members, including who logged in

          • portal_login_count_30d

            Total portal login count across all members in last 30 days

          • portal_login_count_90d

            Total portal login count across all members in last 90 days

          • portal_login_count_365d

            Total portal login count across all members in last 365 days

          • joint_account_uuid

            uuid of joint account where circle created from joint account

          • login_access_level

            The access level in context of an account. Note this field is only returned when using the accounts API. Available values: read and write

          • current_life_stage_uuid

            UUID of the circle's current life stage for expenditure

        • circles object
          Hide circles attributes Show circles 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

            The Circle name

          • photo_url

            URL for initial avatar image

          • bg_colour

            Hex colour background for avatar

          • has_portal_access

            Whether any member of the circle has portal access

          • portal_access_status

            Aggregated portal access status: active, never_logged_in, or no_portal_access

          • engagement_rating

            Aggregated engagement rating: green, amber, red, or none

          • last_login

            Most recent portal login across all circle members, including who logged in

          • portal_login_count_30d

            Total portal login count across all members in last 30 days

          • portal_login_count_90d

            Total portal login count across all members in last 90 days

          • portal_login_count_365d

            Total portal login count across all members in last 365 days

          • joint_account_uuid

            uuid of joint account where circle created from joint account

          • login_access_level

            The access level in context of an account. Note this field is only returned when using the accounts API. Available values: read and write

          • current_life_stage_uuid

            UUID of the circle's current life stage for expenditure

        • ownership_percentage integer
        • inactive_at string
        • last_interaction_at string
        • referral_code string
        • is_out_of_office boolean
        • out_of_office_from string
        • out_of_office_until string
        • out_of_office_message string
        • service_level object
          Hide service_level attributes Show service_level attributes object
          • uuid

            The UUID of the resource.

          • name

            The name of the service level.

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

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

            The UUID of the custom field

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • type

            The type of custom field

          • name

            The name of the custom field

          • reference

            The reference of the custom field, used when updating the custom field on the model.

          • is_required

            Denotes if the custom field is required

          • value

            The value of the custom field

          • selection_options

            This is the array of available options for the selection box. If the type is "selection" this array will be provided.

          • help_text

            Optional help text to aide the custom field. Will be displayed on Plannr.

        • external_references object
          Hide external_references attributes Show external_references 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.

          • third_party

            The third party provider with the reference.

          • reference

            The third party reference.

      • modelable_type string
      • modelable_name string
      • through object
        Hide through attributes Show through 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 object
          Hide firm attributes Show firm 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 firm

          • slug

            Slug of the firm

          • address_1

            First line of the address

          • address_2

            Second line of the address

          • town_city

            Town/City

          • county

            County

          • postcode

            Postcode

          • country

            Country

          • regulatory_text

            Regulatory text of the firm.

          • logo_icon

            URL of your firm logo icon.

          • brand_colours

            Firm branding colours.

          • factfind_pdf_header_background

            Header background colour (hex) for the fact-find snapshot PDF.

          • factfind_pdf_header_text

            Header text colour (hex) for the fact-find snapshot PDF.

          • is_subscribed

            Subscription status.

          • keep_deleted_files_for

            Number of days to keep deleted files for

          • tax

            Tax percent

          • month_end

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

          • statement_frequency

            The frequency of the income reconciliation statements

          • billing

            Firm invoice details for billing

          • ip_whitelist

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

          • welcome_paragraph_html

            Custom welcome paragraph html for the branded auth welcome page

          • email_welcome_paragraph_html

            Custom welcome paragraph for the welcome/new user email

          • show_fact_find_illustrations

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

          • cc_email_addresses

            Array of email cc addresses.

          • bcc_email_addresses

            Array of email bcc addresses.

          • reply_to_email_address

            Firm reply to email address.

          • mobile_app_support_number

            Firm mobile app support number.

          • mobile_app_support_email

            Firm mobile app support email address.

        • primary_phone_number object
          Hide primary_phone_number attributes Show primary_phone_number 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.

          • type

            Contact detail type

          • name

            Contact detail description

          • value

            Contact detail value

          • phone_number_meta

            If the type is a phone number, this additional field will be displayed giving you information about the phone number.

        • primary_email object
          Hide primary_email attributes Show primary_email 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.

          • type

            Contact detail type

          • name

            Contact detail description

          • value

            Contact detail value

          • phone_number_meta

            If the type is a phone number, this additional field will be displayed giving you information about the phone number.

        • current_time_entry object
          Hide current_time_entry attributes Show current_time_entry 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

            The name of the time entry.

          • description

            The description of the time entry.

          • trackable_type

            The model type that is being tracked. The example given is a client, but it can be a case, firm, circle or task.

          • start_date

            The start time of the time entry.

          • end_date

            The end time of the time entry.

          • is_active

            Determines if the time entry is currently ongoing.

          • total_time_in_minutes

            Total time in minutes.

          • computed_time_elapsed_in_seconds

            Computed time elapsed in seconds.

        • assigned_adviser object
          Hide assigned_adviser attributes Show assigned_adviser 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.

          • type

            Account type

          • role

            Account role

          • first_name

            First name

          • last_name

            Last name

          • name

            Name

          • email

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

          • photo_url

            URL for initial avatar image

          • first_contact_date

            First contact date

          • next_review_date

            Next review date

          • previous_review_date

            Previous review date

          • anniversary_review_date

            Anniversary review date

          • terms_of_business_at

            Date the Terms of Business were agreed and signed

          • client_agreement_at

            Date the client agreement was agreed and signed

          • with_login

            Denotes whether the account has a login to Plannr

          • has_joint_account

            Denotes whether this account belongs to a joint account too

          • can_be_deleted

            Denotes if the account can be deleted

          • ownership_percentage

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

          • inactive_at

            Inactive from date

          • last_interaction_at

            Last interaction date

          • referral_code

            Unique referral code for the employee account (employees only)

          • is_out_of_office

            Denotes whether the account is currently within an active Out of Office window (employees only)

          • out_of_office_from

            Start of the Out of Office period (employees only). Null when not out of office

          • out_of_office_until

            End of the Out of Office period (employees only). Null when not out of office

          • out_of_office_message

            Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

          • is_pending_fact_find_account

            Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

          • permissions

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

        • assigned_administrator object
          Hide assigned_administrator attributes Show assigned_administrator 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.

          • type

            Account type

          • role

            Account role

          • first_name

            First name

          • last_name

            Last name

          • name

            Name

          • email

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

          • photo_url

            URL for initial avatar image

          • first_contact_date

            First contact date

          • next_review_date

            Next review date

          • previous_review_date

            Previous review date

          • anniversary_review_date

            Anniversary review date

          • terms_of_business_at

            Date the Terms of Business were agreed and signed

          • client_agreement_at

            Date the client agreement was agreed and signed

          • with_login

            Denotes whether the account has a login to Plannr

          • has_joint_account

            Denotes whether this account belongs to a joint account too

          • can_be_deleted

            Denotes if the account can be deleted

          • ownership_percentage

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

          • inactive_at

            Inactive from date

          • last_interaction_at

            Last interaction date

          • referral_code

            Unique referral code for the employee account (employees only)

          • is_out_of_office

            Denotes whether the account is currently within an active Out of Office window (employees only)

          • out_of_office_from

            Start of the Out of Office period (employees only). Null when not out of office

          • out_of_office_until

            End of the Out of Office period (employees only). Null when not out of office

          • out_of_office_message

            Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

          • is_pending_fact_find_account

            Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

          • permissions

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

        • assigned_paraplanner object
          Hide assigned_paraplanner attributes Show assigned_paraplanner 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.

          • type

            Account type

          • role

            Account role

          • first_name

            First name

          • last_name

            Last name

          • name

            Name

          • email

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

          • photo_url

            URL for initial avatar image

          • first_contact_date

            First contact date

          • next_review_date

            Next review date

          • previous_review_date

            Previous review date

          • anniversary_review_date

            Anniversary review date

          • terms_of_business_at

            Date the Terms of Business were agreed and signed

          • client_agreement_at

            Date the client agreement was agreed and signed

          • with_login

            Denotes whether the account has a login to Plannr

          • has_joint_account

            Denotes whether this account belongs to a joint account too

          • can_be_deleted

            Denotes if the account can be deleted

          • ownership_percentage

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

          • inactive_at

            Inactive from date

          • last_interaction_at

            Last interaction date

          • referral_code

            Unique referral code for the employee account (employees only)

          • is_out_of_office

            Denotes whether the account is currently within an active Out of Office window (employees only)

          • out_of_office_from

            Start of the Out of Office period (employees only). Null when not out of office

          • out_of_office_until

            End of the Out of Office period (employees only). Null when not out of office

          • out_of_office_message

            Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

          • is_pending_fact_find_account

            Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

          • permissions

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

        • introduced_by object
          Hide introduced_by attributes Show introduced_by 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.

          • type

            Account type

          • role

            Account role

          • first_name

            First name

          • last_name

            Last name

          • name

            Name

          • email

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

          • photo_url

            URL for initial avatar image

          • first_contact_date

            First contact date

          • next_review_date

            Next review date

          • previous_review_date

            Previous review date

          • anniversary_review_date

            Anniversary review date

          • terms_of_business_at

            Date the Terms of Business were agreed and signed

          • client_agreement_at

            Date the client agreement was agreed and signed

          • with_login

            Denotes whether the account has a login to Plannr

          • has_joint_account

            Denotes whether this account belongs to a joint account too

          • can_be_deleted

            Denotes if the account can be deleted

          • ownership_percentage

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

          • inactive_at

            Inactive from date

          • last_interaction_at

            Last interaction date

          • referral_code

            Unique referral code for the employee account (employees only)

          • is_out_of_office

            Denotes whether the account is currently within an active Out of Office window (employees only)

          • out_of_office_from

            Start of the Out of Office period (employees only). Null when not out of office

          • out_of_office_until

            End of the Out of Office period (employees only). Null when not out of office

          • out_of_office_message

            Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

          • is_pending_fact_find_account

            Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

          • permissions

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

        • business_unit object
          Hide business_unit attributes Show business_unit attributes object
          • uuid

            The UUID of the resource.

          • name

            Name of the business unit.

          • has_alternative_branding

            Whether alternative branding is enabled for this business unit.

          • brand_colours

            Brand colours for this business unit, merged with firm defaults.

          • members_count

            Number of accounts assigned to this business unit

          • groups_count

            Number of groups assigned to this business unit

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

        • groups object
          Hide groups attributes Show groups attributes object
          • uuid

            UUID of the group

          • name

            Name of the group

          • slug

            Slug of the group

          • participants_count

            Number of participants in the group

          • participants

            Participants in this group

          • created_at

            Timestamp of when the group was created

          • updated_at

            Timestamp of when the group was updated

        • tags object
          Hide tags attributes Show tags attributes object
          • uuid

            UUID of the tag

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • name

            The name of the tag

          • slug

            The slug of the tag

          • colour

            The colour of the tag

        • owners object
          Hide owners attributes Show owners 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.

          • type

            Account type

          • role

            Account role

          • first_name

            First name

          • last_name

            Last name

          • name

            Name

          • email

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

          • photo_url

            URL for initial avatar image

          • first_contact_date

            First contact date

          • next_review_date

            Next review date

          • previous_review_date

            Previous review date

          • anniversary_review_date

            Anniversary review date

          • terms_of_business_at

            Date the Terms of Business were agreed and signed

          • client_agreement_at

            Date the client agreement was agreed and signed

          • with_login

            Denotes whether the account has a login to Plannr

          • has_joint_account

            Denotes whether this account belongs to a joint account too

          • can_be_deleted

            Denotes if the account can be deleted

          • ownership_percentage

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

          • inactive_at

            Inactive from date

          • last_interaction_at

            Last interaction date

          • referral_code

            Unique referral code for the employee account (employees only)

          • is_out_of_office

            Denotes whether the account is currently within an active Out of Office window (employees only)

          • out_of_office_from

            Start of the Out of Office period (employees only). Null when not out of office

          • out_of_office_until

            End of the Out of Office period (employees only). Null when not out of office

          • out_of_office_message

            Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

          • is_pending_fact_find_account

            Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

          • permissions

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

        • first_contact_date string
        • next_review_date string
        • previous_review_date string
        • anniversary_review_date string
        • terms_of_business_at string
        • client_agreement_at string
        • with_login boolean
        • has_joint_account boolean
        • can_be_deleted string
        • joint_account_circle object
          Hide joint_account_circle attributes Show joint_account_circle 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

            The Circle name

          • photo_url

            URL for initial avatar image

          • bg_colour

            Hex colour background for avatar

          • has_portal_access

            Whether any member of the circle has portal access

          • portal_access_status

            Aggregated portal access status: active, never_logged_in, or no_portal_access

          • engagement_rating

            Aggregated engagement rating: green, amber, red, or none

          • last_login

            Most recent portal login across all circle members, including who logged in

          • portal_login_count_30d

            Total portal login count across all members in last 30 days

          • portal_login_count_90d

            Total portal login count across all members in last 90 days

          • portal_login_count_365d

            Total portal login count across all members in last 365 days

          • joint_account_uuid

            uuid of joint account where circle created from joint account

          • login_access_level

            The access level in context of an account. Note this field is only returned when using the accounts API. Available values: read and write

          • current_life_stage_uuid

            UUID of the circle's current life stage for expenditure

        • circles object
          Hide circles attributes Show circles 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

            The Circle name

          • photo_url

            URL for initial avatar image

          • bg_colour

            Hex colour background for avatar

          • has_portal_access

            Whether any member of the circle has portal access

          • portal_access_status

            Aggregated portal access status: active, never_logged_in, or no_portal_access

          • engagement_rating

            Aggregated engagement rating: green, amber, red, or none

          • last_login

            Most recent portal login across all circle members, including who logged in

          • portal_login_count_30d

            Total portal login count across all members in last 30 days

          • portal_login_count_90d

            Total portal login count across all members in last 90 days

          • portal_login_count_365d

            Total portal login count across all members in last 365 days

          • joint_account_uuid

            uuid of joint account where circle created from joint account

          • login_access_level

            The access level in context of an account. Note this field is only returned when using the accounts API. Available values: read and write

          • current_life_stage_uuid

            UUID of the circle's current life stage for expenditure

        • ownership_percentage integer
        • inactive_at string
        • last_interaction_at string
        • referral_code string
        • is_out_of_office boolean
        • out_of_office_from string
        • out_of_office_until string
        • out_of_office_message string
        • service_level object
          Hide service_level attributes Show service_level attributes object
          • uuid

            The UUID of the resource.

          • name

            The name of the service level.

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

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

            The UUID of the custom field

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • type

            The type of custom field

          • name

            The name of the custom field

          • reference

            The reference of the custom field, used when updating the custom field on the model.

          • is_required

            Denotes if the custom field is required

          • value

            The value of the custom field

          • selection_options

            This is the array of available options for the selection box. If the type is "selection" this array will be provided.

          • help_text

            Optional help text to aide the custom field. Will be displayed on Plannr.

        • external_references object
          Hide external_references attributes Show external_references 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.

          • third_party

            The third party provider with the reference.

          • reference

            The third party reference.

      • account object
        Hide account attributes Show account 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 object
          Hide firm attributes Show firm 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 firm

          • slug

            Slug of the firm

          • address_1

            First line of the address

          • address_2

            Second line of the address

          • town_city

            Town/City

          • county

            County

          • postcode

            Postcode

          • country

            Country

          • regulatory_text

            Regulatory text of the firm.

          • logo_icon

            URL of your firm logo icon.

          • brand_colours

            Firm branding colours.

          • factfind_pdf_header_background

            Header background colour (hex) for the fact-find snapshot PDF.

          • factfind_pdf_header_text

            Header text colour (hex) for the fact-find snapshot PDF.

          • is_subscribed

            Subscription status.

          • keep_deleted_files_for

            Number of days to keep deleted files for

          • tax

            Tax percent

          • month_end

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

          • statement_frequency

            The frequency of the income reconciliation statements

          • billing

            Firm invoice details for billing

          • ip_whitelist

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

          • welcome_paragraph_html

            Custom welcome paragraph html for the branded auth welcome page

          • email_welcome_paragraph_html

            Custom welcome paragraph for the welcome/new user email

          • show_fact_find_illustrations

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

          • cc_email_addresses

            Array of email cc addresses.

          • bcc_email_addresses

            Array of email bcc addresses.

          • reply_to_email_address

            Firm reply to email address.

          • mobile_app_support_number

            Firm mobile app support number.

          • mobile_app_support_email

            Firm mobile app support email address.

        • primary_phone_number object
          Hide primary_phone_number attributes Show primary_phone_number 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.

          • type

            Contact detail type

          • name

            Contact detail description

          • value

            Contact detail value

          • phone_number_meta

            If the type is a phone number, this additional field will be displayed giving you information about the phone number.

        • primary_email object
          Hide primary_email attributes Show primary_email 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.

          • type

            Contact detail type

          • name

            Contact detail description

          • value

            Contact detail value

          • phone_number_meta

            If the type is a phone number, this additional field will be displayed giving you information about the phone number.

        • current_time_entry object
          Hide current_time_entry attributes Show current_time_entry 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

            The name of the time entry.

          • description

            The description of the time entry.

          • trackable_type

            The model type that is being tracked. The example given is a client, but it can be a case, firm, circle or task.

          • start_date

            The start time of the time entry.

          • end_date

            The end time of the time entry.

          • is_active

            Determines if the time entry is currently ongoing.

          • total_time_in_minutes

            Total time in minutes.

          • computed_time_elapsed_in_seconds

            Computed time elapsed in seconds.

        • assigned_adviser object
          Hide assigned_adviser attributes Show assigned_adviser 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.

          • type

            Account type

          • role

            Account role

          • first_name

            First name

          • last_name

            Last name

          • name

            Name

          • email

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

          • photo_url

            URL for initial avatar image

          • first_contact_date

            First contact date

          • next_review_date

            Next review date

          • previous_review_date

            Previous review date

          • anniversary_review_date

            Anniversary review date

          • terms_of_business_at

            Date the Terms of Business were agreed and signed

          • client_agreement_at

            Date the client agreement was agreed and signed

          • with_login

            Denotes whether the account has a login to Plannr

          • has_joint_account

            Denotes whether this account belongs to a joint account too

          • can_be_deleted

            Denotes if the account can be deleted

          • ownership_percentage

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

          • inactive_at

            Inactive from date

          • last_interaction_at

            Last interaction date

          • referral_code

            Unique referral code for the employee account (employees only)

          • is_out_of_office

            Denotes whether the account is currently within an active Out of Office window (employees only)

          • out_of_office_from

            Start of the Out of Office period (employees only). Null when not out of office

          • out_of_office_until

            End of the Out of Office period (employees only). Null when not out of office

          • out_of_office_message

            Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

          • is_pending_fact_find_account

            Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

          • permissions

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

        • assigned_administrator object
          Hide assigned_administrator attributes Show assigned_administrator 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.

          • type

            Account type

          • role

            Account role

          • first_name

            First name

          • last_name

            Last name

          • name

            Name

          • email

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

          • photo_url

            URL for initial avatar image

          • first_contact_date

            First contact date

          • next_review_date

            Next review date

          • previous_review_date

            Previous review date

          • anniversary_review_date

            Anniversary review date

          • terms_of_business_at

            Date the Terms of Business were agreed and signed

          • client_agreement_at

            Date the client agreement was agreed and signed

          • with_login

            Denotes whether the account has a login to Plannr

          • has_joint_account

            Denotes whether this account belongs to a joint account too

          • can_be_deleted

            Denotes if the account can be deleted

          • ownership_percentage

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

          • inactive_at

            Inactive from date

          • last_interaction_at

            Last interaction date

          • referral_code

            Unique referral code for the employee account (employees only)

          • is_out_of_office

            Denotes whether the account is currently within an active Out of Office window (employees only)

          • out_of_office_from

            Start of the Out of Office period (employees only). Null when not out of office

          • out_of_office_until

            End of the Out of Office period (employees only). Null when not out of office

          • out_of_office_message

            Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

          • is_pending_fact_find_account

            Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

          • permissions

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

        • assigned_paraplanner object
          Hide assigned_paraplanner attributes Show assigned_paraplanner 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.

          • type

            Account type

          • role

            Account role

          • first_name

            First name

          • last_name

            Last name

          • name

            Name

          • email

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

          • photo_url

            URL for initial avatar image

          • first_contact_date

            First contact date

          • next_review_date

            Next review date

          • previous_review_date

            Previous review date

          • anniversary_review_date

            Anniversary review date

          • terms_of_business_at

            Date the Terms of Business were agreed and signed

          • client_agreement_at

            Date the client agreement was agreed and signed

          • with_login

            Denotes whether the account has a login to Plannr

          • has_joint_account

            Denotes whether this account belongs to a joint account too

          • can_be_deleted

            Denotes if the account can be deleted

          • ownership_percentage

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

          • inactive_at

            Inactive from date

          • last_interaction_at

            Last interaction date

          • referral_code

            Unique referral code for the employee account (employees only)

          • is_out_of_office

            Denotes whether the account is currently within an active Out of Office window (employees only)

          • out_of_office_from

            Start of the Out of Office period (employees only). Null when not out of office

          • out_of_office_until

            End of the Out of Office period (employees only). Null when not out of office

          • out_of_office_message

            Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

          • is_pending_fact_find_account

            Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

          • permissions

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

        • introduced_by object
          Hide introduced_by attributes Show introduced_by 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.

          • type

            Account type

          • role

            Account role

          • first_name

            First name

          • last_name

            Last name

          • name

            Name

          • email

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

          • photo_url

            URL for initial avatar image

          • first_contact_date

            First contact date

          • next_review_date

            Next review date

          • previous_review_date

            Previous review date

          • anniversary_review_date

            Anniversary review date

          • terms_of_business_at

            Date the Terms of Business were agreed and signed

          • client_agreement_at

            Date the client agreement was agreed and signed

          • with_login

            Denotes whether the account has a login to Plannr

          • has_joint_account

            Denotes whether this account belongs to a joint account too

          • can_be_deleted

            Denotes if the account can be deleted

          • ownership_percentage

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

          • inactive_at

            Inactive from date

          • last_interaction_at

            Last interaction date

          • referral_code

            Unique referral code for the employee account (employees only)

          • is_out_of_office

            Denotes whether the account is currently within an active Out of Office window (employees only)

          • out_of_office_from

            Start of the Out of Office period (employees only). Null when not out of office

          • out_of_office_until

            End of the Out of Office period (employees only). Null when not out of office

          • out_of_office_message

            Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

          • is_pending_fact_find_account

            Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

          • permissions

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

        • business_unit object
          Hide business_unit attributes Show business_unit attributes object
          • uuid

            The UUID of the resource.

          • name

            Name of the business unit.

          • has_alternative_branding

            Whether alternative branding is enabled for this business unit.

          • brand_colours

            Brand colours for this business unit, merged with firm defaults.

          • members_count

            Number of accounts assigned to this business unit

          • groups_count

            Number of groups assigned to this business unit

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

        • groups object
          Hide groups attributes Show groups attributes object
          • uuid

            UUID of the group

          • name

            Name of the group

          • slug

            Slug of the group

          • participants_count

            Number of participants in the group

          • participants

            Participants in this group

          • created_at

            Timestamp of when the group was created

          • updated_at

            Timestamp of when the group was updated

        • tags object
          Hide tags attributes Show tags attributes object
          • uuid

            UUID of the tag

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • name

            The name of the tag

          • slug

            The slug of the tag

          • colour

            The colour of the tag

        • owners object
          Hide owners attributes Show owners 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.

          • type

            Account type

          • role

            Account role

          • first_name

            First name

          • last_name

            Last name

          • name

            Name

          • email

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

          • photo_url

            URL for initial avatar image

          • first_contact_date

            First contact date

          • next_review_date

            Next review date

          • previous_review_date

            Previous review date

          • anniversary_review_date

            Anniversary review date

          • terms_of_business_at

            Date the Terms of Business were agreed and signed

          • client_agreement_at

            Date the client agreement was agreed and signed

          • with_login

            Denotes whether the account has a login to Plannr

          • has_joint_account

            Denotes whether this account belongs to a joint account too

          • can_be_deleted

            Denotes if the account can be deleted

          • ownership_percentage

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

          • inactive_at

            Inactive from date

          • last_interaction_at

            Last interaction date

          • referral_code

            Unique referral code for the employee account (employees only)

          • is_out_of_office

            Denotes whether the account is currently within an active Out of Office window (employees only)

          • out_of_office_from

            Start of the Out of Office period (employees only). Null when not out of office

          • out_of_office_until

            End of the Out of Office period (employees only). Null when not out of office

          • out_of_office_message

            Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

          • is_pending_fact_find_account

            Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

          • permissions

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

        • first_contact_date string
        • next_review_date string
        • previous_review_date string
        • anniversary_review_date string
        • terms_of_business_at string
        • client_agreement_at string
        • with_login boolean
        • has_joint_account boolean
        • can_be_deleted string
        • joint_account_circle object
          Hide joint_account_circle attributes Show joint_account_circle 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

            The Circle name

          • photo_url

            URL for initial avatar image

          • bg_colour

            Hex colour background for avatar

          • has_portal_access

            Whether any member of the circle has portal access

          • portal_access_status

            Aggregated portal access status: active, never_logged_in, or no_portal_access

          • engagement_rating

            Aggregated engagement rating: green, amber, red, or none

          • last_login

            Most recent portal login across all circle members, including who logged in

          • portal_login_count_30d

            Total portal login count across all members in last 30 days

          • portal_login_count_90d

            Total portal login count across all members in last 90 days

          • portal_login_count_365d

            Total portal login count across all members in last 365 days

          • joint_account_uuid

            uuid of joint account where circle created from joint account

          • login_access_level

            The access level in context of an account. Note this field is only returned when using the accounts API. Available values: read and write

          • current_life_stage_uuid

            UUID of the circle's current life stage for expenditure

        • circles object
          Hide circles attributes Show circles 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

            The Circle name

          • photo_url

            URL for initial avatar image

          • bg_colour

            Hex colour background for avatar

          • has_portal_access

            Whether any member of the circle has portal access

          • portal_access_status

            Aggregated portal access status: active, never_logged_in, or no_portal_access

          • engagement_rating

            Aggregated engagement rating: green, amber, red, or none

          • last_login

            Most recent portal login across all circle members, including who logged in

          • portal_login_count_30d

            Total portal login count across all members in last 30 days

          • portal_login_count_90d

            Total portal login count across all members in last 90 days

          • portal_login_count_365d

            Total portal login count across all members in last 365 days

          • joint_account_uuid

            uuid of joint account where circle created from joint account

          • login_access_level

            The access level in context of an account. Note this field is only returned when using the accounts API. Available values: read and write

          • current_life_stage_uuid

            UUID of the circle's current life stage for expenditure

        • ownership_percentage integer
        • inactive_at string
        • last_interaction_at string
        • referral_code string
        • is_out_of_office boolean
        • out_of_office_from string
        • out_of_office_until string
        • out_of_office_message string
        • service_level object
          Hide service_level attributes Show service_level attributes object
          • uuid

            The UUID of the resource.

          • name

            The name of the service level.

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

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

            The UUID of the custom field

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • type

            The type of custom field

          • name

            The name of the custom field

          • reference

            The reference of the custom field, used when updating the custom field on the model.

          • is_required

            Denotes if the custom field is required

          • value

            The value of the custom field

          • selection_options

            This is the array of available options for the selection box. If the type is "selection" this array will be provided.

          • help_text

            Optional help text to aide the custom field. Will be displayed on Plannr.

        • external_references object
          Hide external_references attributes Show external_references 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.

          • third_party

            The third party provider with the reference.

          • reference

            The third party reference.

      • accounts array[object]
        Hide accounts attributes Show accounts attributes object
        • uuid object
          Hide uuid attributes Show uuid attributes object
          • example string
          • description string
          • collection boolean
        • created_at object
          Hide created_at attributes Show created_at attributes object
          • example string
          • description string
          • collection boolean
        • updated_at object
          Hide updated_at attributes Show updated_at attributes object
          • example string
          • description string
          • collection boolean
        • type object
          Hide type attributes Show type attributes object
          • example string
          • description string
          • collection boolean
        • role object
          Hide role attributes Show role attributes object
          • example string
          • description string
          • collection boolean
        • first_name object
          Hide first_name attributes Show first_name attributes object
          • example string
          • description string
          • collection boolean
        • last_name object
          Hide last_name attributes Show last_name attributes object
          • example string
          • description string
          • collection boolean
        • name object
          Hide name attributes Show name attributes object
          • example string
          • description string
          • collection boolean
        • email object
          Hide email attributes Show email attributes object
          • example string
          • description string
          • collection boolean
        • photo_url object
          Hide photo_url attributes Show photo_url attributes object
          • example string
          • description string
          • collection boolean
        • external_references object
          Hide external_references attributes Show external_references attributes object
          • example object
            Hide example attributes Show example 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.

            • third_party

              The third party provider with the reference.

            • reference

              The third party reference.

          • description string
          • collection boolean
      • type string
      • level string
      • metadata array
      • is_impersonated string
  • 422 application/json

    Validation error

    Hide response attributes Show response attributes object
    • message string Required

      A human-readable description of the error.

    • errors object

      Validation messages keyed by the field that failed.

      Hide errors attribute Show errors attribute object
      • * array[string] Additional properties
GET /api/v1/logs/{modelType}/{modelUuid} 
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/logs/architecto/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN"
Response examples (200) 
{
  "data": [
    {
      "uuid": "11c0f150-31d7-4d86-ba89-bb0c2b99c850",
      "created_at": "2026-10-08T11:55:16+01:00",
      "updated_at": "2026-10-08T11:55:16+01:00",
      "description": ":author :action Mantas Ruigys",
      "author": {
        "uuid": "0326a547-67bb-4a69-8a55-d74374151952",
        "created_at": "2026-10-08T11:55:16+01:00",
        "updated_at": "2026-10-08T11:55:16+01:00",
        "type": "client",
        "role": "client",
        "first_name": "Gareth",
        "last_name": "Thompson",
        "name": "Gareth Thompson",
        "email": "gareth@codepotato.co.uk",
        "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
        "firm": {
          "uuid": "4f6c6e85-b575-4085-95f2-1079621267eb",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+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"
          },
          "factfind_pdf_header_background": "#0E0E56",
          "factfind_pdf_header_text": "#ffffff",
          "factfind_pdf_logo": "https://api.plannrcrm.com/images/plannr.jpg",
          "is_subscribed": true,
          "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"
          },
          "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"
        },
        "primary_phone_number": {
          "uuid": "7b4d395e-2ed1-443b-8293-8db5bb2a99e0",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "phone_number",
          "name": "Work number",
          "value": "+443330903630",
          "phone_number_meta": {
            "country": "GB",
            "formatted": "0333 090 3630"
          }
        },
        "primary_email": {
          "uuid": "7b4d395e-2ed1-443b-8293-8db5bb2a99e0",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "phone_number",
          "name": "Work number",
          "value": "+443330903630",
          "phone_number_meta": {
            "country": "GB",
            "formatted": "0333 090 3630"
          }
        },
        "current_time_entry": {
          "uuid": "988fba60-6e0c-4254-a0ab-41ef63f1ca83",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "name": "Research",
          "description": "This is a description.",
          "trackable_type": "Client",
          "start_date": "2026-10-08T11:05:21+01:00",
          "end_date": "2026-10-08T11:33:21+01:00",
          "is_active": true,
          "total_time_in_minutes": 28,
          "computed_time_elapsed_in_seconds": 1680
        },
        "assigned_adviser": {
          "uuid": "d0e96829-4287-4684-b491-db40f086cbc3",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "first_contact_date": "2026-10-08T11:55:21+01:00",
          "next_review_date": "2026-10-08T11:55:21+01:00",
          "previous_review_date": "2026-10-08T11:55:21+01:00",
          "anniversary_review_date": "2026-10-08T11:55:21+01:00",
          "terms_of_business_at": "2026-10-08T11:55:21+01:00",
          "client_agreement_at": "2026-10-08T11:55:21+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-10-08",
          "last_interaction_at": "2026-10-08 11:55:21",
          "referral_code": "ABC12345",
          "is_out_of_office": true,
          "out_of_office_from": "2026-10-08T11:55:21+01:00",
          "out_of_office_until": "2026-10-08T11:55:21+01:00",
          "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
          "is_pending_fact_find_account": false,
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "assigned_administrator": {
          "uuid": "d0e96829-4287-4684-b491-db40f086cbc3",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "first_contact_date": "2026-10-08T11:55:21+01:00",
          "next_review_date": "2026-10-08T11:55:21+01:00",
          "previous_review_date": "2026-10-08T11:55:21+01:00",
          "anniversary_review_date": "2026-10-08T11:55:21+01:00",
          "terms_of_business_at": "2026-10-08T11:55:21+01:00",
          "client_agreement_at": "2026-10-08T11:55:21+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-10-08",
          "last_interaction_at": "2026-10-08 11:55:21",
          "referral_code": "ABC12345",
          "is_out_of_office": true,
          "out_of_office_from": "2026-10-08T11:55:21+01:00",
          "out_of_office_until": "2026-10-08T11:55:21+01:00",
          "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
          "is_pending_fact_find_account": false,
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "assigned_paraplanner": {
          "uuid": "d0e96829-4287-4684-b491-db40f086cbc3",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "first_contact_date": "2026-10-08T11:55:21+01:00",
          "next_review_date": "2026-10-08T11:55:21+01:00",
          "previous_review_date": "2026-10-08T11:55:21+01:00",
          "anniversary_review_date": "2026-10-08T11:55:21+01:00",
          "terms_of_business_at": "2026-10-08T11:55:21+01:00",
          "client_agreement_at": "2026-10-08T11:55:21+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-10-08",
          "last_interaction_at": "2026-10-08 11:55:21",
          "referral_code": "ABC12345",
          "is_out_of_office": true,
          "out_of_office_from": "2026-10-08T11:55:21+01:00",
          "out_of_office_until": "2026-10-08T11:55:21+01:00",
          "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
          "is_pending_fact_find_account": false,
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "introduced_by": {
          "uuid": "d0e96829-4287-4684-b491-db40f086cbc3",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "first_contact_date": "2026-10-08T11:55:21+01:00",
          "next_review_date": "2026-10-08T11:55:21+01:00",
          "previous_review_date": "2026-10-08T11:55:21+01:00",
          "anniversary_review_date": "2026-10-08T11:55:21+01:00",
          "terms_of_business_at": "2026-10-08T11:55:21+01:00",
          "client_agreement_at": "2026-10-08T11:55:21+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-10-08",
          "last_interaction_at": "2026-10-08 11:55:21",
          "referral_code": "ABC12345",
          "is_out_of_office": true,
          "out_of_office_from": "2026-10-08T11:55:21+01:00",
          "out_of_office_until": "2026-10-08T11:55:21+01:00",
          "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
          "is_pending_fact_find_account": false,
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "business_unit": {
          "uuid": "237a40ff-5ab2-482e-a562-62fd7c6f0c95",
          "name": "Wealth Management",
          "has_alternative_branding": false,
          "brand_colours": [],
          "members_count": 3,
          "groups_count": 2,
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00"
        },
        "groups": {
          "uuid": null,
          "name": "finance",
          "slug": "finance",
          "participants_count": "3",
          "participants": {
            "uuid": {
              "example": null,
              "description": "UUID of the account"
            },
            "role": {
              "example": "client",
              "description": "Role of the account"
            },
            "first_name": {
              "example": "Gareth",
              "description": "First name of the account"
            },
            "last_name": {
              "example": "Thompson",
              "description": "Last name of the account"
            },
            "name": {
              "example": "Gareth Thompson",
              "description": "Name of the account"
            },
            "email": {
              "example": "gareth@codepotato.co.uk",
              "description": "Email of the account"
            }
          },
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00"
        },
        "tags": {
          "uuid": "604dfecd-2a00-44fa-92ea-fef5918c299d",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "name": "Mortgage",
          "slug": "mortgage",
          "colour": "#ef4582"
        },
        "owners": {
          "uuid": "d0e96829-4287-4684-b491-db40f086cbc3",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "first_contact_date": "2026-10-08T11:55:21+01:00",
          "next_review_date": "2026-10-08T11:55:21+01:00",
          "previous_review_date": "2026-10-08T11:55:21+01:00",
          "anniversary_review_date": "2026-10-08T11:55:21+01:00",
          "terms_of_business_at": "2026-10-08T11:55:21+01:00",
          "client_agreement_at": "2026-10-08T11:55:21+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-10-08",
          "last_interaction_at": "2026-10-08 11:55:21",
          "referral_code": "ABC12345",
          "is_out_of_office": true,
          "out_of_office_from": "2026-10-08T11:55:21+01:00",
          "out_of_office_until": "2026-10-08T11:55:21+01:00",
          "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
          "is_pending_fact_find_account": false,
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "first_contact_date": "2026-10-08T11:55:16+01:00",
        "next_review_date": "2026-10-08T11:55:16+01:00",
        "previous_review_date": "2026-10-08T11:55:16+01:00",
        "anniversary_review_date": "2026-10-08T11:55:16+01:00",
        "terms_of_business_at": "2026-10-08T11:55:16+01:00",
        "client_agreement_at": "2026-10-08T11:55:16+01:00",
        "with_login": true,
        "has_joint_account": true,
        "can_be_deleted": "false",
        "joint_account_circle": {
          "uuid": "1c91c4a8-78e8-4ba3-b41a-5fce0b4047ce",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "name": "Jones Family",
          "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
          "bg_colour": "#35f4e1",
          "has_portal_access": true,
          "portal_access_status": "active",
          "engagement_rating": "green",
          "last_login": {
            "logged_in_at": "2026-10-08T11:55:21+01:00",
            "account_uuid": "uuid",
            "account_name": "John Smith",
            "device_type": "desktop",
            "device_platform": "macos"
          },
          "portal_login_count_30d": 5,
          "portal_login_count_90d": 12,
          "portal_login_count_365d": 48,
          "joint_account_uuid": "2cb576bb-276a-4e31-b593-d41ea4a05574",
          "login_access_level": "write",
          "current_life_stage_uuid": "a5220fd7-59bb-4c26-a7d0-67fb258e0fb3"
        },
        "circles": {
          "uuid": "1c91c4a8-78e8-4ba3-b41a-5fce0b4047ce",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "name": "Jones Family",
          "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
          "bg_colour": "#35f4e1",
          "has_portal_access": true,
          "portal_access_status": "active",
          "engagement_rating": "green",
          "last_login": {
            "logged_in_at": "2026-10-08T11:55:21+01:00",
            "account_uuid": "uuid",
            "account_name": "John Smith",
            "device_type": "desktop",
            "device_platform": "macos"
          },
          "portal_login_count_30d": 5,
          "portal_login_count_90d": 12,
          "portal_login_count_365d": 48,
          "joint_account_uuid": "2cb576bb-276a-4e31-b593-d41ea4a05574",
          "login_access_level": "write",
          "current_life_stage_uuid": "a5220fd7-59bb-4c26-a7d0-67fb258e0fb3"
        },
        "ownership_percentage": 100,
        "inactive_at": "2026-10-08",
        "last_interaction_at": "2026-10-08 11:55:16",
        "referral_code": "ABC12345",
        "is_out_of_office": true,
        "out_of_office_from": "2026-10-08T11:55:16+01:00",
        "out_of_office_until": "2026-10-08T11:55:16+01:00",
        "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
        "service_level": {
          "uuid": "bc8bc6c4-193b-4b59-9901-1c8b5fde4d1b",
          "name": "Gold",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00"
        },
        "is_pending_fact_find_account": false,
        "permissions": {
          "firm:read": [
            "firm"
          ],
          "network:read": [
            "network:uuid"
          ]
        },
        "custom_fields": {
          "uuid": null,
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "string",
          "name": "Favourite Drink",
          "reference": "favourite_drink",
          "is_required": false,
          "value": "Coffee",
          "selection_options": [
            "Coffee",
            "Tea",
            "Water"
          ],
          "help_text": "This is the client's favourite drink."
        },
        "external_references": {
          "uuid": "a844c630-8247-4b0b-a633-2bfdc86f5ce6",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "third_party": "nucleus",
          "reference": "AB123456"
        }
      },
      "modelable": {
        "uuid": "b7b19657-c504-42c5-96c3-70dc4ed376b9",
        "created_at": "2026-10-08T11:55:16+01:00",
        "updated_at": "2026-10-08T11:55:16+01:00",
        "type": "client",
        "role": "client",
        "first_name": "Gareth",
        "last_name": "Thompson",
        "name": "Gareth Thompson",
        "email": "gareth@codepotato.co.uk",
        "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
        "firm": {
          "uuid": "4f6c6e85-b575-4085-95f2-1079621267eb",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+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"
          },
          "factfind_pdf_header_background": "#0E0E56",
          "factfind_pdf_header_text": "#ffffff",
          "factfind_pdf_logo": "https://api.plannrcrm.com/images/plannr.jpg",
          "is_subscribed": true,
          "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"
          },
          "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"
        },
        "primary_phone_number": {
          "uuid": "7b4d395e-2ed1-443b-8293-8db5bb2a99e0",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "phone_number",
          "name": "Work number",
          "value": "+443330903630",
          "phone_number_meta": {
            "country": "GB",
            "formatted": "0333 090 3630"
          }
        },
        "primary_email": {
          "uuid": "7b4d395e-2ed1-443b-8293-8db5bb2a99e0",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "phone_number",
          "name": "Work number",
          "value": "+443330903630",
          "phone_number_meta": {
            "country": "GB",
            "formatted": "0333 090 3630"
          }
        },
        "current_time_entry": {
          "uuid": "988fba60-6e0c-4254-a0ab-41ef63f1ca83",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "name": "Research",
          "description": "This is a description.",
          "trackable_type": "Client",
          "start_date": "2026-10-08T11:05:21+01:00",
          "end_date": "2026-10-08T11:33:21+01:00",
          "is_active": true,
          "total_time_in_minutes": 28,
          "computed_time_elapsed_in_seconds": 1680
        },
        "assigned_adviser": {
          "uuid": "d0e96829-4287-4684-b491-db40f086cbc3",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "first_contact_date": "2026-10-08T11:55:21+01:00",
          "next_review_date": "2026-10-08T11:55:21+01:00",
          "previous_review_date": "2026-10-08T11:55:21+01:00",
          "anniversary_review_date": "2026-10-08T11:55:21+01:00",
          "terms_of_business_at": "2026-10-08T11:55:21+01:00",
          "client_agreement_at": "2026-10-08T11:55:21+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-10-08",
          "last_interaction_at": "2026-10-08 11:55:21",
          "referral_code": "ABC12345",
          "is_out_of_office": true,
          "out_of_office_from": "2026-10-08T11:55:21+01:00",
          "out_of_office_until": "2026-10-08T11:55:21+01:00",
          "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
          "is_pending_fact_find_account": false,
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "assigned_administrator": {
          "uuid": "d0e96829-4287-4684-b491-db40f086cbc3",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "first_contact_date": "2026-10-08T11:55:21+01:00",
          "next_review_date": "2026-10-08T11:55:21+01:00",
          "previous_review_date": "2026-10-08T11:55:21+01:00",
          "anniversary_review_date": "2026-10-08T11:55:21+01:00",
          "terms_of_business_at": "2026-10-08T11:55:21+01:00",
          "client_agreement_at": "2026-10-08T11:55:21+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-10-08",
          "last_interaction_at": "2026-10-08 11:55:21",
          "referral_code": "ABC12345",
          "is_out_of_office": true,
          "out_of_office_from": "2026-10-08T11:55:21+01:00",
          "out_of_office_until": "2026-10-08T11:55:21+01:00",
          "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
          "is_pending_fact_find_account": false,
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "assigned_paraplanner": {
          "uuid": "d0e96829-4287-4684-b491-db40f086cbc3",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "first_contact_date": "2026-10-08T11:55:21+01:00",
          "next_review_date": "2026-10-08T11:55:21+01:00",
          "previous_review_date": "2026-10-08T11:55:21+01:00",
          "anniversary_review_date": "2026-10-08T11:55:21+01:00",
          "terms_of_business_at": "2026-10-08T11:55:21+01:00",
          "client_agreement_at": "2026-10-08T11:55:21+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-10-08",
          "last_interaction_at": "2026-10-08 11:55:21",
          "referral_code": "ABC12345",
          "is_out_of_office": true,
          "out_of_office_from": "2026-10-08T11:55:21+01:00",
          "out_of_office_until": "2026-10-08T11:55:21+01:00",
          "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
          "is_pending_fact_find_account": false,
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "introduced_by": {
          "uuid": "d0e96829-4287-4684-b491-db40f086cbc3",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "first_contact_date": "2026-10-08T11:55:21+01:00",
          "next_review_date": "2026-10-08T11:55:21+01:00",
          "previous_review_date": "2026-10-08T11:55:21+01:00",
          "anniversary_review_date": "2026-10-08T11:55:21+01:00",
          "terms_of_business_at": "2026-10-08T11:55:21+01:00",
          "client_agreement_at": "2026-10-08T11:55:21+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-10-08",
          "last_interaction_at": "2026-10-08 11:55:21",
          "referral_code": "ABC12345",
          "is_out_of_office": true,
          "out_of_office_from": "2026-10-08T11:55:21+01:00",
          "out_of_office_until": "2026-10-08T11:55:21+01:00",
          "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
          "is_pending_fact_find_account": false,
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "business_unit": {
          "uuid": "237a40ff-5ab2-482e-a562-62fd7c6f0c95",
          "name": "Wealth Management",
          "has_alternative_branding": false,
          "brand_colours": [],
          "members_count": 3,
          "groups_count": 2,
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00"
        },
        "groups": {
          "uuid": null,
          "name": "finance",
          "slug": "finance",
          "participants_count": "3",
          "participants": {
            "uuid": {
              "example": null,
              "description": "UUID of the account"
            },
            "role": {
              "example": "client",
              "description": "Role of the account"
            },
            "first_name": {
              "example": "Gareth",
              "description": "First name of the account"
            },
            "last_name": {
              "example": "Thompson",
              "description": "Last name of the account"
            },
            "name": {
              "example": "Gareth Thompson",
              "description": "Name of the account"
            },
            "email": {
              "example": "gareth@codepotato.co.uk",
              "description": "Email of the account"
            }
          },
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00"
        },
        "tags": {
          "uuid": "604dfecd-2a00-44fa-92ea-fef5918c299d",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "name": "Mortgage",
          "slug": "mortgage",
          "colour": "#ef4582"
        },
        "owners": {
          "uuid": "d0e96829-4287-4684-b491-db40f086cbc3",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "first_contact_date": "2026-10-08T11:55:21+01:00",
          "next_review_date": "2026-10-08T11:55:21+01:00",
          "previous_review_date": "2026-10-08T11:55:21+01:00",
          "anniversary_review_date": "2026-10-08T11:55:21+01:00",
          "terms_of_business_at": "2026-10-08T11:55:21+01:00",
          "client_agreement_at": "2026-10-08T11:55:21+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-10-08",
          "last_interaction_at": "2026-10-08 11:55:21",
          "referral_code": "ABC12345",
          "is_out_of_office": true,
          "out_of_office_from": "2026-10-08T11:55:21+01:00",
          "out_of_office_until": "2026-10-08T11:55:21+01:00",
          "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
          "is_pending_fact_find_account": false,
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "first_contact_date": "2026-10-08T11:55:16+01:00",
        "next_review_date": "2026-10-08T11:55:16+01:00",
        "previous_review_date": "2026-10-08T11:55:16+01:00",
        "anniversary_review_date": "2026-10-08T11:55:16+01:00",
        "terms_of_business_at": "2026-10-08T11:55:16+01:00",
        "client_agreement_at": "2026-10-08T11:55:16+01:00",
        "with_login": true,
        "has_joint_account": true,
        "can_be_deleted": "false",
        "joint_account_circle": {
          "uuid": "1c91c4a8-78e8-4ba3-b41a-5fce0b4047ce",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "name": "Jones Family",
          "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
          "bg_colour": "#35f4e1",
          "has_portal_access": true,
          "portal_access_status": "active",
          "engagement_rating": "green",
          "last_login": {
            "logged_in_at": "2026-10-08T11:55:21+01:00",
            "account_uuid": "uuid",
            "account_name": "John Smith",
            "device_type": "desktop",
            "device_platform": "macos"
          },
          "portal_login_count_30d": 5,
          "portal_login_count_90d": 12,
          "portal_login_count_365d": 48,
          "joint_account_uuid": "2cb576bb-276a-4e31-b593-d41ea4a05574",
          "login_access_level": "write",
          "current_life_stage_uuid": "a5220fd7-59bb-4c26-a7d0-67fb258e0fb3"
        },
        "circles": {
          "uuid": "1c91c4a8-78e8-4ba3-b41a-5fce0b4047ce",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "name": "Jones Family",
          "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
          "bg_colour": "#35f4e1",
          "has_portal_access": true,
          "portal_access_status": "active",
          "engagement_rating": "green",
          "last_login": {
            "logged_in_at": "2026-10-08T11:55:21+01:00",
            "account_uuid": "uuid",
            "account_name": "John Smith",
            "device_type": "desktop",
            "device_platform": "macos"
          },
          "portal_login_count_30d": 5,
          "portal_login_count_90d": 12,
          "portal_login_count_365d": 48,
          "joint_account_uuid": "2cb576bb-276a-4e31-b593-d41ea4a05574",
          "login_access_level": "write",
          "current_life_stage_uuid": "a5220fd7-59bb-4c26-a7d0-67fb258e0fb3"
        },
        "ownership_percentage": 100,
        "inactive_at": "2026-10-08",
        "last_interaction_at": "2026-10-08 11:55:16",
        "referral_code": "ABC12345",
        "is_out_of_office": true,
        "out_of_office_from": "2026-10-08T11:55:16+01:00",
        "out_of_office_until": "2026-10-08T11:55:16+01:00",
        "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
        "service_level": {
          "uuid": "bc8bc6c4-193b-4b59-9901-1c8b5fde4d1b",
          "name": "Gold",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00"
        },
        "is_pending_fact_find_account": false,
        "permissions": {
          "firm:read": [
            "firm"
          ],
          "network:read": [
            "network:uuid"
          ]
        },
        "custom_fields": {
          "uuid": null,
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "string",
          "name": "Favourite Drink",
          "reference": "favourite_drink",
          "is_required": false,
          "value": "Coffee",
          "selection_options": [
            "Coffee",
            "Tea",
            "Water"
          ],
          "help_text": "This is the client's favourite drink."
        },
        "external_references": {
          "uuid": "a844c630-8247-4b0b-a633-2bfdc86f5ce6",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "third_party": "nucleus",
          "reference": "AB123456"
        }
      },
      "modelable_type": "client",
      "modelable_name": "Mantas Ruigys",
      "through": {
        "uuid": "edf740cc-7a90-4396-9f66-940b85610d19",
        "created_at": "2026-10-08T11:55:16+01:00",
        "updated_at": "2026-10-08T11:55:16+01:00",
        "type": "client",
        "role": "client",
        "first_name": "Gareth",
        "last_name": "Thompson",
        "name": "Gareth Thompson",
        "email": "gareth@codepotato.co.uk",
        "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
        "firm": {
          "uuid": "4f6c6e85-b575-4085-95f2-1079621267eb",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+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"
          },
          "factfind_pdf_header_background": "#0E0E56",
          "factfind_pdf_header_text": "#ffffff",
          "factfind_pdf_logo": "https://api.plannrcrm.com/images/plannr.jpg",
          "is_subscribed": true,
          "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"
          },
          "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"
        },
        "primary_phone_number": {
          "uuid": "7b4d395e-2ed1-443b-8293-8db5bb2a99e0",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "phone_number",
          "name": "Work number",
          "value": "+443330903630",
          "phone_number_meta": {
            "country": "GB",
            "formatted": "0333 090 3630"
          }
        },
        "primary_email": {
          "uuid": "7b4d395e-2ed1-443b-8293-8db5bb2a99e0",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "phone_number",
          "name": "Work number",
          "value": "+443330903630",
          "phone_number_meta": {
            "country": "GB",
            "formatted": "0333 090 3630"
          }
        },
        "current_time_entry": {
          "uuid": "988fba60-6e0c-4254-a0ab-41ef63f1ca83",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "name": "Research",
          "description": "This is a description.",
          "trackable_type": "Client",
          "start_date": "2026-10-08T11:05:21+01:00",
          "end_date": "2026-10-08T11:33:21+01:00",
          "is_active": true,
          "total_time_in_minutes": 28,
          "computed_time_elapsed_in_seconds": 1680
        },
        "assigned_adviser": {
          "uuid": "d0e96829-4287-4684-b491-db40f086cbc3",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "first_contact_date": "2026-10-08T11:55:21+01:00",
          "next_review_date": "2026-10-08T11:55:21+01:00",
          "previous_review_date": "2026-10-08T11:55:21+01:00",
          "anniversary_review_date": "2026-10-08T11:55:21+01:00",
          "terms_of_business_at": "2026-10-08T11:55:21+01:00",
          "client_agreement_at": "2026-10-08T11:55:21+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-10-08",
          "last_interaction_at": "2026-10-08 11:55:21",
          "referral_code": "ABC12345",
          "is_out_of_office": true,
          "out_of_office_from": "2026-10-08T11:55:21+01:00",
          "out_of_office_until": "2026-10-08T11:55:21+01:00",
          "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
          "is_pending_fact_find_account": false,
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "assigned_administrator": {
          "uuid": "d0e96829-4287-4684-b491-db40f086cbc3",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "first_contact_date": "2026-10-08T11:55:21+01:00",
          "next_review_date": "2026-10-08T11:55:21+01:00",
          "previous_review_date": "2026-10-08T11:55:21+01:00",
          "anniversary_review_date": "2026-10-08T11:55:21+01:00",
          "terms_of_business_at": "2026-10-08T11:55:21+01:00",
          "client_agreement_at": "2026-10-08T11:55:21+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-10-08",
          "last_interaction_at": "2026-10-08 11:55:21",
          "referral_code": "ABC12345",
          "is_out_of_office": true,
          "out_of_office_from": "2026-10-08T11:55:21+01:00",
          "out_of_office_until": "2026-10-08T11:55:21+01:00",
          "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
          "is_pending_fact_find_account": false,
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "assigned_paraplanner": {
          "uuid": "d0e96829-4287-4684-b491-db40f086cbc3",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "first_contact_date": "2026-10-08T11:55:21+01:00",
          "next_review_date": "2026-10-08T11:55:21+01:00",
          "previous_review_date": "2026-10-08T11:55:21+01:00",
          "anniversary_review_date": "2026-10-08T11:55:21+01:00",
          "terms_of_business_at": "2026-10-08T11:55:21+01:00",
          "client_agreement_at": "2026-10-08T11:55:21+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-10-08",
          "last_interaction_at": "2026-10-08 11:55:21",
          "referral_code": "ABC12345",
          "is_out_of_office": true,
          "out_of_office_from": "2026-10-08T11:55:21+01:00",
          "out_of_office_until": "2026-10-08T11:55:21+01:00",
          "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
          "is_pending_fact_find_account": false,
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "introduced_by": {
          "uuid": "d0e96829-4287-4684-b491-db40f086cbc3",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "first_contact_date": "2026-10-08T11:55:21+01:00",
          "next_review_date": "2026-10-08T11:55:21+01:00",
          "previous_review_date": "2026-10-08T11:55:21+01:00",
          "anniversary_review_date": "2026-10-08T11:55:21+01:00",
          "terms_of_business_at": "2026-10-08T11:55:21+01:00",
          "client_agreement_at": "2026-10-08T11:55:21+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-10-08",
          "last_interaction_at": "2026-10-08 11:55:21",
          "referral_code": "ABC12345",
          "is_out_of_office": true,
          "out_of_office_from": "2026-10-08T11:55:21+01:00",
          "out_of_office_until": "2026-10-08T11:55:21+01:00",
          "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
          "is_pending_fact_find_account": false,
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "business_unit": {
          "uuid": "237a40ff-5ab2-482e-a562-62fd7c6f0c95",
          "name": "Wealth Management",
          "has_alternative_branding": false,
          "brand_colours": [],
          "members_count": 3,
          "groups_count": 2,
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00"
        },
        "groups": {
          "uuid": null,
          "name": "finance",
          "slug": "finance",
          "participants_count": "3",
          "participants": {
            "uuid": {
              "example": null,
              "description": "UUID of the account"
            },
            "role": {
              "example": "client",
              "description": "Role of the account"
            },
            "first_name": {
              "example": "Gareth",
              "description": "First name of the account"
            },
            "last_name": {
              "example": "Thompson",
              "description": "Last name of the account"
            },
            "name": {
              "example": "Gareth Thompson",
              "description": "Name of the account"
            },
            "email": {
              "example": "gareth@codepotato.co.uk",
              "description": "Email of the account"
            }
          },
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00"
        },
        "tags": {
          "uuid": "604dfecd-2a00-44fa-92ea-fef5918c299d",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "name": "Mortgage",
          "slug": "mortgage",
          "colour": "#ef4582"
        },
        "owners": {
          "uuid": "d0e96829-4287-4684-b491-db40f086cbc3",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "first_contact_date": "2026-10-08T11:55:21+01:00",
          "next_review_date": "2026-10-08T11:55:21+01:00",
          "previous_review_date": "2026-10-08T11:55:21+01:00",
          "anniversary_review_date": "2026-10-08T11:55:21+01:00",
          "terms_of_business_at": "2026-10-08T11:55:21+01:00",
          "client_agreement_at": "2026-10-08T11:55:21+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-10-08",
          "last_interaction_at": "2026-10-08 11:55:21",
          "referral_code": "ABC12345",
          "is_out_of_office": true,
          "out_of_office_from": "2026-10-08T11:55:21+01:00",
          "out_of_office_until": "2026-10-08T11:55:21+01:00",
          "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
          "is_pending_fact_find_account": false,
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "first_contact_date": "2026-10-08T11:55:16+01:00",
        "next_review_date": "2026-10-08T11:55:16+01:00",
        "previous_review_date": "2026-10-08T11:55:16+01:00",
        "anniversary_review_date": "2026-10-08T11:55:16+01:00",
        "terms_of_business_at": "2026-10-08T11:55:16+01:00",
        "client_agreement_at": "2026-10-08T11:55:16+01:00",
        "with_login": true,
        "has_joint_account": true,
        "can_be_deleted": "false",
        "joint_account_circle": {
          "uuid": "1c91c4a8-78e8-4ba3-b41a-5fce0b4047ce",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "name": "Jones Family",
          "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
          "bg_colour": "#35f4e1",
          "has_portal_access": true,
          "portal_access_status": "active",
          "engagement_rating": "green",
          "last_login": {
            "logged_in_at": "2026-10-08T11:55:21+01:00",
            "account_uuid": "uuid",
            "account_name": "John Smith",
            "device_type": "desktop",
            "device_platform": "macos"
          },
          "portal_login_count_30d": 5,
          "portal_login_count_90d": 12,
          "portal_login_count_365d": 48,
          "joint_account_uuid": "2cb576bb-276a-4e31-b593-d41ea4a05574",
          "login_access_level": "write",
          "current_life_stage_uuid": "a5220fd7-59bb-4c26-a7d0-67fb258e0fb3"
        },
        "circles": {
          "uuid": "1c91c4a8-78e8-4ba3-b41a-5fce0b4047ce",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "name": "Jones Family",
          "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
          "bg_colour": "#35f4e1",
          "has_portal_access": true,
          "portal_access_status": "active",
          "engagement_rating": "green",
          "last_login": {
            "logged_in_at": "2026-10-08T11:55:21+01:00",
            "account_uuid": "uuid",
            "account_name": "John Smith",
            "device_type": "desktop",
            "device_platform": "macos"
          },
          "portal_login_count_30d": 5,
          "portal_login_count_90d": 12,
          "portal_login_count_365d": 48,
          "joint_account_uuid": "2cb576bb-276a-4e31-b593-d41ea4a05574",
          "login_access_level": "write",
          "current_life_stage_uuid": "a5220fd7-59bb-4c26-a7d0-67fb258e0fb3"
        },
        "ownership_percentage": 100,
        "inactive_at": "2026-10-08",
        "last_interaction_at": "2026-10-08 11:55:16",
        "referral_code": "ABC12345",
        "is_out_of_office": true,
        "out_of_office_from": "2026-10-08T11:55:16+01:00",
        "out_of_office_until": "2026-10-08T11:55:16+01:00",
        "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
        "service_level": {
          "uuid": "bc8bc6c4-193b-4b59-9901-1c8b5fde4d1b",
          "name": "Gold",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00"
        },
        "is_pending_fact_find_account": false,
        "permissions": {
          "firm:read": [
            "firm"
          ],
          "network:read": [
            "network:uuid"
          ]
        },
        "custom_fields": {
          "uuid": null,
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "string",
          "name": "Favourite Drink",
          "reference": "favourite_drink",
          "is_required": false,
          "value": "Coffee",
          "selection_options": [
            "Coffee",
            "Tea",
            "Water"
          ],
          "help_text": "This is the client's favourite drink."
        },
        "external_references": {
          "uuid": "a844c630-8247-4b0b-a633-2bfdc86f5ce6",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "third_party": "nucleus",
          "reference": "AB123456"
        }
      },
      "account": {
        "uuid": "ef70f4b4-4159-4938-98c4-ac997f58ba06",
        "created_at": "2026-10-08T11:55:16+01:00",
        "updated_at": "2026-10-08T11:55:16+01:00",
        "type": "client",
        "role": "client",
        "first_name": "Gareth",
        "last_name": "Thompson",
        "name": "Gareth Thompson",
        "email": "gareth@codepotato.co.uk",
        "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
        "firm": {
          "uuid": "4f6c6e85-b575-4085-95f2-1079621267eb",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+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"
          },
          "factfind_pdf_header_background": "#0E0E56",
          "factfind_pdf_header_text": "#ffffff",
          "factfind_pdf_logo": "https://api.plannrcrm.com/images/plannr.jpg",
          "is_subscribed": true,
          "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"
          },
          "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"
        },
        "primary_phone_number": {
          "uuid": "7b4d395e-2ed1-443b-8293-8db5bb2a99e0",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "phone_number",
          "name": "Work number",
          "value": "+443330903630",
          "phone_number_meta": {
            "country": "GB",
            "formatted": "0333 090 3630"
          }
        },
        "primary_email": {
          "uuid": "7b4d395e-2ed1-443b-8293-8db5bb2a99e0",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "phone_number",
          "name": "Work number",
          "value": "+443330903630",
          "phone_number_meta": {
            "country": "GB",
            "formatted": "0333 090 3630"
          }
        },
        "current_time_entry": {
          "uuid": "988fba60-6e0c-4254-a0ab-41ef63f1ca83",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "name": "Research",
          "description": "This is a description.",
          "trackable_type": "Client",
          "start_date": "2026-10-08T11:05:21+01:00",
          "end_date": "2026-10-08T11:33:21+01:00",
          "is_active": true,
          "total_time_in_minutes": 28,
          "computed_time_elapsed_in_seconds": 1680
        },
        "assigned_adviser": {
          "uuid": "d0e96829-4287-4684-b491-db40f086cbc3",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "first_contact_date": "2026-10-08T11:55:21+01:00",
          "next_review_date": "2026-10-08T11:55:21+01:00",
          "previous_review_date": "2026-10-08T11:55:21+01:00",
          "anniversary_review_date": "2026-10-08T11:55:21+01:00",
          "terms_of_business_at": "2026-10-08T11:55:21+01:00",
          "client_agreement_at": "2026-10-08T11:55:21+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-10-08",
          "last_interaction_at": "2026-10-08 11:55:21",
          "referral_code": "ABC12345",
          "is_out_of_office": true,
          "out_of_office_from": "2026-10-08T11:55:21+01:00",
          "out_of_office_until": "2026-10-08T11:55:21+01:00",
          "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
          "is_pending_fact_find_account": false,
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "assigned_administrator": {
          "uuid": "d0e96829-4287-4684-b491-db40f086cbc3",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "first_contact_date": "2026-10-08T11:55:21+01:00",
          "next_review_date": "2026-10-08T11:55:21+01:00",
          "previous_review_date": "2026-10-08T11:55:21+01:00",
          "anniversary_review_date": "2026-10-08T11:55:21+01:00",
          "terms_of_business_at": "2026-10-08T11:55:21+01:00",
          "client_agreement_at": "2026-10-08T11:55:21+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-10-08",
          "last_interaction_at": "2026-10-08 11:55:21",
          "referral_code": "ABC12345",
          "is_out_of_office": true,
          "out_of_office_from": "2026-10-08T11:55:21+01:00",
          "out_of_office_until": "2026-10-08T11:55:21+01:00",
          "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
          "is_pending_fact_find_account": false,
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "assigned_paraplanner": {
          "uuid": "d0e96829-4287-4684-b491-db40f086cbc3",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "first_contact_date": "2026-10-08T11:55:21+01:00",
          "next_review_date": "2026-10-08T11:55:21+01:00",
          "previous_review_date": "2026-10-08T11:55:21+01:00",
          "anniversary_review_date": "2026-10-08T11:55:21+01:00",
          "terms_of_business_at": "2026-10-08T11:55:21+01:00",
          "client_agreement_at": "2026-10-08T11:55:21+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-10-08",
          "last_interaction_at": "2026-10-08 11:55:21",
          "referral_code": "ABC12345",
          "is_out_of_office": true,
          "out_of_office_from": "2026-10-08T11:55:21+01:00",
          "out_of_office_until": "2026-10-08T11:55:21+01:00",
          "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
          "is_pending_fact_find_account": false,
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "introduced_by": {
          "uuid": "d0e96829-4287-4684-b491-db40f086cbc3",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "first_contact_date": "2026-10-08T11:55:21+01:00",
          "next_review_date": "2026-10-08T11:55:21+01:00",
          "previous_review_date": "2026-10-08T11:55:21+01:00",
          "anniversary_review_date": "2026-10-08T11:55:21+01:00",
          "terms_of_business_at": "2026-10-08T11:55:21+01:00",
          "client_agreement_at": "2026-10-08T11:55:21+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-10-08",
          "last_interaction_at": "2026-10-08 11:55:21",
          "referral_code": "ABC12345",
          "is_out_of_office": true,
          "out_of_office_from": "2026-10-08T11:55:21+01:00",
          "out_of_office_until": "2026-10-08T11:55:21+01:00",
          "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
          "is_pending_fact_find_account": false,
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "business_unit": {
          "uuid": "237a40ff-5ab2-482e-a562-62fd7c6f0c95",
          "name": "Wealth Management",
          "has_alternative_branding": false,
          "brand_colours": [],
          "members_count": 3,
          "groups_count": 2,
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00"
        },
        "groups": {
          "uuid": null,
          "name": "finance",
          "slug": "finance",
          "participants_count": "3",
          "participants": {
            "uuid": {
              "example": null,
              "description": "UUID of the account"
            },
            "role": {
              "example": "client",
              "description": "Role of the account"
            },
            "first_name": {
              "example": "Gareth",
              "description": "First name of the account"
            },
            "last_name": {
              "example": "Thompson",
              "description": "Last name of the account"
            },
            "name": {
              "example": "Gareth Thompson",
              "description": "Name of the account"
            },
            "email": {
              "example": "gareth@codepotato.co.uk",
              "description": "Email of the account"
            }
          },
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00"
        },
        "tags": {
          "uuid": "604dfecd-2a00-44fa-92ea-fef5918c299d",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "name": "Mortgage",
          "slug": "mortgage",
          "colour": "#ef4582"
        },
        "owners": {
          "uuid": "d0e96829-4287-4684-b491-db40f086cbc3",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "first_contact_date": "2026-10-08T11:55:21+01:00",
          "next_review_date": "2026-10-08T11:55:21+01:00",
          "previous_review_date": "2026-10-08T11:55:21+01:00",
          "anniversary_review_date": "2026-10-08T11:55:21+01:00",
          "terms_of_business_at": "2026-10-08T11:55:21+01:00",
          "client_agreement_at": "2026-10-08T11:55:21+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-10-08",
          "last_interaction_at": "2026-10-08 11:55:21",
          "referral_code": "ABC12345",
          "is_out_of_office": true,
          "out_of_office_from": "2026-10-08T11:55:21+01:00",
          "out_of_office_until": "2026-10-08T11:55:21+01:00",
          "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
          "is_pending_fact_find_account": false,
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "first_contact_date": "2026-10-08T11:55:16+01:00",
        "next_review_date": "2026-10-08T11:55:16+01:00",
        "previous_review_date": "2026-10-08T11:55:16+01:00",
        "anniversary_review_date": "2026-10-08T11:55:16+01:00",
        "terms_of_business_at": "2026-10-08T11:55:16+01:00",
        "client_agreement_at": "2026-10-08T11:55:16+01:00",
        "with_login": true,
        "has_joint_account": true,
        "can_be_deleted": "false",
        "joint_account_circle": {
          "uuid": "1c91c4a8-78e8-4ba3-b41a-5fce0b4047ce",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "name": "Jones Family",
          "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
          "bg_colour": "#35f4e1",
          "has_portal_access": true,
          "portal_access_status": "active",
          "engagement_rating": "green",
          "last_login": {
            "logged_in_at": "2026-10-08T11:55:21+01:00",
            "account_uuid": "uuid",
            "account_name": "John Smith",
            "device_type": "desktop",
            "device_platform": "macos"
          },
          "portal_login_count_30d": 5,
          "portal_login_count_90d": 12,
          "portal_login_count_365d": 48,
          "joint_account_uuid": "2cb576bb-276a-4e31-b593-d41ea4a05574",
          "login_access_level": "write",
          "current_life_stage_uuid": "a5220fd7-59bb-4c26-a7d0-67fb258e0fb3"
        },
        "circles": {
          "uuid": "1c91c4a8-78e8-4ba3-b41a-5fce0b4047ce",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "name": "Jones Family",
          "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
          "bg_colour": "#35f4e1",
          "has_portal_access": true,
          "portal_access_status": "active",
          "engagement_rating": "green",
          "last_login": {
            "logged_in_at": "2026-10-08T11:55:21+01:00",
            "account_uuid": "uuid",
            "account_name": "John Smith",
            "device_type": "desktop",
            "device_platform": "macos"
          },
          "portal_login_count_30d": 5,
          "portal_login_count_90d": 12,
          "portal_login_count_365d": 48,
          "joint_account_uuid": "2cb576bb-276a-4e31-b593-d41ea4a05574",
          "login_access_level": "write",
          "current_life_stage_uuid": "a5220fd7-59bb-4c26-a7d0-67fb258e0fb3"
        },
        "ownership_percentage": 100,
        "inactive_at": "2026-10-08",
        "last_interaction_at": "2026-10-08 11:55:16",
        "referral_code": "ABC12345",
        "is_out_of_office": true,
        "out_of_office_from": "2026-10-08T11:55:16+01:00",
        "out_of_office_until": "2026-10-08T11:55:16+01:00",
        "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
        "service_level": {
          "uuid": "bc8bc6c4-193b-4b59-9901-1c8b5fde4d1b",
          "name": "Gold",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00"
        },
        "is_pending_fact_find_account": false,
        "permissions": {
          "firm:read": [
            "firm"
          ],
          "network:read": [
            "network:uuid"
          ]
        },
        "custom_fields": {
          "uuid": null,
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "type": "string",
          "name": "Favourite Drink",
          "reference": "favourite_drink",
          "is_required": false,
          "value": "Coffee",
          "selection_options": [
            "Coffee",
            "Tea",
            "Water"
          ],
          "help_text": "This is the client's favourite drink."
        },
        "external_references": {
          "uuid": "a844c630-8247-4b0b-a633-2bfdc86f5ce6",
          "created_at": "2026-10-08T11:55:21+01:00",
          "updated_at": "2026-10-08T11:55:21+01:00",
          "third_party": "nucleus",
          "reference": "AB123456"
        }
      },
      "accounts": [
        {
          "uuid": {
            "example": "2d681d8d-06d5-44ea-86c9-55b57f32f931",
            "description": "The UUID of the resource.",
            "collection": false
          },
          "created_at": {
            "example": "2026-10-08T11:55:16+01:00",
            "description": "The timestamp of when the resource was created.",
            "collection": false
          },
          "updated_at": {
            "example": "2026-10-08T11:55:16+01:00",
            "description": "The timestamp of when the resource was updated.",
            "collection": false
          },
          "type": {
            "example": "client",
            "description": "Account type",
            "collection": false
          },
          "role": {
            "example": "client",
            "description": "Account role",
            "collection": false
          },
          "first_name": {
            "example": "Gareth",
            "description": "First name",
            "collection": false
          },
          "last_name": {
            "example": "Thompson",
            "description": "Last name",
            "collection": false
          },
          "name": {
            "example": "Gareth Thompson",
            "description": "Name",
            "collection": false
          },
          "email": {
            "example": "gareth@codepotato.co.uk",
            "description": "(Deprecated - Please use the primary email of the account instead). The email of the account.",
            "collection": false
          },
          "photo_url": {
            "example": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
            "description": "The photo URL of the client",
            "collection": false
          },
          "external_references": {
            "example": {
              "uuid": "a844c630-8247-4b0b-a633-2bfdc86f5ce6",
              "created_at": "2026-10-08T11:55:21+01:00",
              "updated_at": "2026-10-08T11:55:21+01:00",
              "third_party": "nucleus",
              "reference": "AB123456"
            },
            "description": "The external references that have been added to the client.",
            "collection": true
          }
        }
      ],
      "type": "viewed",
      "level": "info",
      "metadata": [],
      "is_impersonated": "false"
    }
  ]
}
Response examples (422) 
{
  "message": "The given data was invalid.",
  "errors": {
    "field": [
      "The field is invalid."
    ]
  }
}