Get all plans | PlannrCRM API documentation

Get all plans Run in API Explorer

Add MCP server to your AI tool

Allow AI tools and LLMs to interact with the API documentation portal through MCP.

MCP server URL


        
          
            https://apidocs.plannrcrm.com/mcp

Standard setup for AI tools providing an mcp.json file

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

GET /api/v1/plans

Personal access token & O auth2

Headers

X-PLANNR-ACCOUNT-UUID string

Query parameters

include string

Comma separated list of relationships to include in the response. Valid relationships are [fields, client, cases, tags, sub_accounts, latest_valuations, latest_valuations.sub_account, wrap, wrap_children, wrap_children.latest_valuations, external_references, active_adviser, seller, linked_owners, group_scheme, sub_group_scheme, custom_fields].
filter[uuid] string

Filter by a comma separated list of UUIDs.
filter[abstract_type] string

Comma separated list of abstract types. Valid abstract types are [asset, liability, protection]
filter[type] string

Comma separated list of types. Valid abstract types are [cash_account, investment, protection_policy, pension, annuity, general_insurance, group_protection, mortgage, loan_credit, fixed_asset]
filter[name] string

Comma separated list of plan names to search against, can include partial matches.
filter[client] string

Comma separated list of client names to search against, can include partial matches.
filter[account_uuids] string

Comma separated list of client UUIDs to search against.
filter[exact_account_uuids] string

Comma separated list of accounts UUIDs that are all the owners of a plan.
filter[circle_uuids] string

Comma separated list of circle UUIDs to search against.
filter[policy_number] string

Comma separated list of policy numbers to search against, can include partial matches.
filter[provider] string

Comma separated list of provider names or provider UUIDs to search against, can include partial matches.
filter[status] string

Comma separated string of statuses to filter by. Valid statuses are [active, proposed, inactive]
filter[seller] string

Comma separated list of adviser names or adviser UUIDs of who sold the plan to search against, can include partial matches.
filter[active_adviser] string

Comma separated list of adviser names or adviser UUIDs of who is actively managing the plan to search against, can include partial matches.
filter[case] string

Comma separated list of case UUIDs
filter[valuation_from] integer

Amount in pennies to filter where latest valuation is greater than.
filter[valuation_to] integer

Amount in pennies to filter where latest valuation is less than.
filter[tags] string

Comma separated list of tag names or tag UUIDs.
filter[is_wrap_product] boolean

filter the plans by if they are a wrap product
filter[agency_in_your_name] boolean

filter the plans by if they have agency in your name
filter[under_advice] boolean

filter the plans by if they are under advice
filter[hide_wrap_children] boolean

Used to hide the wrap children from the primary list of plans.
filter[custom_field:REFERENCE] string

Filter by a plan custom field. Example filter[custom_field:cryptocurrencies]=bitcoin
sort string

Field to sort by. Valid fields are [created_at, updated_at, name, type, value]. Negative sign to denote DESC. Defaults to 'name'.
per_page integer

Number of results to return with pagination (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
  
  opened_at string
  
  name string
  
  type string
  
  sub_type string
  
  abstract_type string
  
  policy_number string
  
  proposal_reference string
  
  status string
  
  inactive_at string
  
  inactive_reason string
  
  agency_in_your_name boolean
  
  agency_in_your_name_from string
  
  originally_sold_by_firm boolean
  
  under_advice boolean
  
  visible_on_client_portal boolean
  
  include_in_client_valuation boolean
  
  show_on_joint boolean
  
  shown_on_circles boolean
  
  review_date string
  
  on_panel boolean
  
  is_group_scheme boolean
  
  is_sub_group_scheme boolean
  
  is_group_scheme_member boolean
  
  advice_area string
  
  main_account object
  
  Hide main_account attributes Show main_account attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  policy_number string
  
  latest_valuation string
  
  is_main_account boolean
  
  active_portfolio string
  
  statistics object
  
  Hide statistics attribute Show statistics attribute object
  
  recent_growth integer
  
  sub_accounts array[object]
  
  Hide sub_accounts attributes Show sub_accounts attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  policy_number string
  
  latest_valuation string
  
  is_main_account boolean
  
  active_portfolio string
  
  statistics object
  
  Hide statistics attribute Show statistics attribute object
  
  recent_growth integer
  
  provider object
  
  Hide provider attributes Show provider attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  slug string
  
  covers array[object]
  
  Hide covers attributes Show covers attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  cover_type string
  
  benefit_amount object
  
  Hide benefit_amount attributes Show benefit_amount attributes object
  
  amount object
  
  Hide amount attributes Show amount attributes object
  
  example string
  
  description string
  
  formatted object
  
  Hide formatted attributes Show formatted attributes object
  
  example string
  
  description string
  
  currency object
  
  Hide currency attributes Show currency attributes object
  
  example string
  
  description string
  
  benefit_frequency string
  
  benefit_status string
  
  excess object
  
  Hide excess attributes Show excess attributes object
  
  amount object
  
  Hide amount attributes Show amount attributes object
  
  example string
  
  description string
  
  formatted object
  
  Hide formatted attributes Show formatted attributes object
  
  example string
  
  description string
  
  currency object
  
  Hide currency attributes Show currency attributes object
  
  example string
  
  description string
  
  indexation number
  
  client string
  
  claims array[object]
  
  Hide claims attributes Show claims attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  claim_amount object
  
  Hide claim_amount attributes Show claim_amount attributes object
  
  amount object
  
  Hide amount attributes Show amount attributes object
  
  example string
  
  description string
  
  formatted object
  
  Hide formatted attributes Show formatted attributes object
  
  example string
  
  description string
  
  currency object
  
  Hide currency attributes Show currency attributes object
  
  example string
  
  description string
  
  claim_start_date string
  
  claim_end_date string
  
  claim_notes string
  
  client string
  
  total_benefit_amount object
  
  Hide total_benefit_amount attributes Show total_benefit_amount attributes object
  
  amount object
  
  Hide amount attributes Show amount attributes object
  
  example string
  
  description string
  
  formatted object
  
  Hide formatted attributes Show formatted attributes object
  
  example string
  
  description string
  
  currency object
  
  Hide currency attributes Show currency attributes object
  
  example string
  
  description string
  
  total_benefits object
  
  Hide total_benefits attributes Show total_benefits attributes object
  
  critical_illness object
  
  Hide critical_illness attributes Show critical_illness attributes object
  
  amount object
  
  Hide amount attributes Show amount attributes object
  
  example string
  
  description string
  
  formatted object
  
  Hide formatted attributes Show formatted attributes object
  
  example string
  
  description string
  
  currency object
  
  Hide currency attributes Show currency attributes object
  
  example string
  
  description string
  
  family_income_benefit object
  
  Hide family_income_benefit attributes Show family_income_benefit attributes object
  
  amount object
  
  Hide amount attributes Show amount attributes object
  
  example string
  
  description string
  
  formatted object
  
  Hide formatted attributes Show formatted attributes object
  
  example string
  
  description string
  
  currency object
  
  Hide currency attributes Show currency attributes object
  
  example string
  
  description string
  
  latest_valuations array[object]
  
  Hide latest_valuations attributes Show latest_valuations attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  valued_at string
  
  value object
  
  Hide value attributes Show value attributes object
  
  amount object
  
  Hide amount attributes Show amount attributes object
  
  example string
  
  description string
  
  formatted object
  
  Hide formatted attributes Show formatted attributes object
  
  example string
  
  description string
  
  currency object
  
  Hide currency attributes Show currency attributes object
  
  example string
  
  description string
  
  sub_account string
  
  value object
  
  Hide value attributes Show value attributes object
  
  amount object
  
  Hide amount attributes Show amount attributes object
  
  example string
  
  description string
  
  formatted object
  
  Hide formatted attributes Show formatted attributes object
  
  example string
  
  description string
  
  currency object
  
  Hide currency attributes Show currency attributes object
  
  example string
  
  description string
  
  valued_at string
  
  original_valued_at string
  
  client object
  
  Hide client attributes Show client attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  type string
  
  role string
  
  first_name string
  
  last_name string
  
  name string
  
  email string
  
  photo_url string
  
  firm string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  business_unit string
  
  groups string
  
  tags string
  
  owners string
  
  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 string
  
  circles string
  
  ownership_percentage integer
  
  inactive_at string
  
  last_interaction_at string
  
  referral_code string
  
  permissions object
  
  Hide permissions attributes Show permissions attributes object
  
  firm:read array[string]
  
  network:read array[string]
  
  custom_fields string
  
  external_references string
  
  accounts array[object]
  
  Hide accounts attributes Show accounts attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  type string
  
  role string
  
  first_name string
  
  last_name string
  
  name string
  
  email string
  
  photo_url string
  
  firm string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  business_unit string
  
  groups string
  
  tags string
  
  owners string
  
  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 string
  
  circles string
  
  ownership_percentage integer
  
  inactive_at string
  
  last_interaction_at string
  
  referral_code string
  
  permissions object
  
  Hide permissions attributes Show permissions attributes object
  
  firm:read array[string]
  
  network:read array[string]
  
  custom_fields string
  
  external_references string
  
  seller object
  
  Hide seller attributes Show seller attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  type string
  
  role string
  
  first_name string
  
  last_name string
  
  name string
  
  email string
  
  photo_url string
  
  firm string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  business_unit string
  
  groups string
  
  tags string
  
  owners string
  
  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 string
  
  circles string
  
  ownership_percentage integer
  
  inactive_at string
  
  last_interaction_at string
  
  referral_code string
  
  permissions object
  
  Hide permissions attributes Show permissions attributes object
  
  firm:read array[string]
  
  network:read array[string]
  
  custom_fields string
  
  external_references string
  
  linked_owners array[object]
  
  Hide linked_owners attributes Show linked_owners attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  type string
  
  role string
  
  first_name string
  
  last_name string
  
  name string
  
  email string
  
  photo_url string
  
  firm string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  business_unit string
  
  groups string
  
  tags string
  
  owners string
  
  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 string
  
  circles string
  
  ownership_percentage integer
  
  inactive_at string
  
  last_interaction_at string
  
  referral_code string
  
  permissions object
  
  Hide permissions attributes Show permissions attributes object
  
  firm:read array[string]
  
  network:read array[string]
  
  custom_fields string
  
  external_references string
  
  linked_plans array[object]
  
  Hide linked_plans attributes Show linked_plans attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  opened_at string
  
  name string
  
  type string
  
  sub_type string
  
  abstract_type string
  
  policy_number string
  
  proposal_reference string
  
  status string
  
  inactive_at string
  
  inactive_reason string
  
  agency_in_your_name boolean
  
  agency_in_your_name_from string
  
  originally_sold_by_firm boolean
  
  under_advice boolean
  
  visible_on_client_portal boolean
  
  include_in_client_valuation boolean
  
  show_on_joint boolean
  
  shown_on_circles boolean
  
  review_date string
  
  on_panel boolean
  
  is_group_scheme boolean
  
  is_sub_group_scheme boolean
  
  is_group_scheme_member boolean
  
  advice_area string
  
  main_account string
  
  sub_accounts string
  
  provider string
  
  covers string
  
  claims string
  
  total_benefit_amount object
  
  Hide total_benefit_amount attributes Show total_benefit_amount attributes object
  
  amount object
  
  Hide amount attributes Show amount attributes object
  
  example string
  
  description string
  
  formatted object
  
  Hide formatted attributes Show formatted attributes object
  
  example string
  
  description string
  
  currency object
  
  Hide currency attributes Show currency attributes object
  
  example string
  
  description string
  
  total_benefits object
  
  Hide total_benefits attributes Show total_benefits attributes object
  
  critical_illness object
  
  Hide critical_illness attributes Show critical_illness attributes object
  
  amount object
  
  Hide amount attributes Show amount attributes object
  
  example string
  
  description string
  
  formatted object
  
  Hide formatted attributes Show formatted attributes object
  
  example string
  
  description string
  
  currency object
  
  Hide currency attributes Show currency attributes object
  
  example string
  
  description string
  
  family_income_benefit object
  
  Hide family_income_benefit attributes Show family_income_benefit attributes object
  
  amount object
  
  Hide amount attributes Show amount attributes object
  
  example string
  
  description string
  
  formatted object
  
  Hide formatted attributes Show formatted attributes object
  
  example string
  
  description string
  
  currency object
  
  Hide currency attributes Show currency attributes object
  
  example string
  
  description string
  
  latest_valuations string
  
  value object
  
  Hide value attributes Show value attributes object
  
  amount object
  
  Hide amount attributes Show amount attributes object
  
  example string
  
  description string
  
  formatted object
  
  Hide formatted attributes Show formatted attributes object
  
  example string
  
  description string
  
  currency object
  
  Hide currency attributes Show currency attributes object
  
  example string
  
  description string
  
  valued_at string
  
  original_valued_at string
  
  client string
  
  accounts string
  
  seller string
  
  linked_owners string
  
  linked_plans string
  
  visible_to_circles string
  
  statistics object
  
  Hide statistics attribute Show statistics attribute object
  
  recent_growth integer
  
  cases string
  
  tags string
  
  is_wrap_product boolean
  
  is_wrap_child boolean
  
  wrap string
  
  wrap_children string
  
  linked_policy_numbers string
  
  can_be_deleted string
  
  contract_enquiry_account string
  
  custom_fields string
  
  external_references string
  
  visible_to_circles object
  
  Hide visible_to_circles attributes Show visible_to_circles attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  photo_url string
  
  bg_colour string
  
  accounts string
  
  groups string
  
  joint_account_uuid string
  
  login_access_level string
  
  current_life_stage_uuid string
  
  external_references string
  
  statistics object
  
  Hide statistics attribute Show statistics attribute object
  
  recent_growth integer
  
  cases array[object]
  
  Hide cases attributes Show cases attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  slug string
  
  status string
  
  type string
  
  review_at string
  
  assigned_to_uuids array[string]
  
  group_uuids array[string]
  
  completed_at string
  
  value object
  
  Hide value attributes Show value attributes object
  
  amount object
  
  Hide amount attributes Show amount attributes object
  
  example string
  
  description string
  
  formatted object
  
  Hide formatted attributes Show formatted attributes object
  
  example string
  
  description string
  
  currency object
  
  Hide currency attributes Show currency attributes object
  
  example string
  
  description string
  
  status_position integer
  
  participants_count integer
  
  participants string
  
  task_board_uuid string
  
  plans string
  
  custom_fields string
  
  tags array[object]
  
  Hide tags attributes Show tags attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  slug string
  
  colour string
  
  is_wrap_product boolean
  
  is_wrap_child boolean
  
  wrap object
  
  Hide wrap attributes Show wrap attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  opened_at string
  
  name string
  
  type string
  
  sub_type string
  
  abstract_type string
  
  policy_number string
  
  proposal_reference string
  
  status string
  
  inactive_at string
  
  inactive_reason string
  
  agency_in_your_name boolean
  
  agency_in_your_name_from string
  
  originally_sold_by_firm boolean
  
  under_advice boolean
  
  visible_on_client_portal boolean
  
  include_in_client_valuation boolean
  
  show_on_joint boolean
  
  shown_on_circles boolean
  
  review_date string
  
  on_panel boolean
  
  is_group_scheme boolean
  
  is_sub_group_scheme boolean
  
  is_group_scheme_member boolean
  
  advice_area string
  
  main_account string
  
  sub_accounts string
  
  provider string
  
  covers string
  
  claims string
  
  total_benefit_amount object
  
  Hide total_benefit_amount attributes Show total_benefit_amount attributes object
  
  amount object
  
  Hide amount attributes Show amount attributes object
  
  example string
  
  description string
  
  formatted object
  
  Hide formatted attributes Show formatted attributes object
  
  example string
  
  description string
  
  currency object
  
  Hide currency attributes Show currency attributes object
  
  example string
  
  description string
  
  total_benefits object
  
  Hide total_benefits attributes Show total_benefits attributes object
  
  critical_illness object
  
  Hide critical_illness attributes Show critical_illness attributes object
  
  amount object
  
  Hide amount attributes Show amount attributes object
  
  example string
  
  description string
  
  formatted object
  
  Hide formatted attributes Show formatted attributes object
  
  example string
  
  description string
  
  currency object
  
  Hide currency attributes Show currency attributes object
  
  example string
  
  description string
  
  family_income_benefit object
  
  Hide family_income_benefit attributes Show family_income_benefit attributes object
  
  amount object
  
  Hide amount attributes Show amount attributes object
  
  example string
  
  description string
  
  formatted object
  
  Hide formatted attributes Show formatted attributes object
  
  example string
  
  description string
  
  currency object
  
  Hide currency attributes Show currency attributes object
  
  example string
  
  description string
  
  latest_valuations string
  
  value object
  
  Hide value attributes Show value attributes object
  
  amount object
  
  Hide amount attributes Show amount attributes object
  
  example string
  
  description string
  
  formatted object
  
  Hide formatted attributes Show formatted attributes object
  
  example string
  
  description string
  
  currency object
  
  Hide currency attributes Show currency attributes object
  
  example string
  
  description string
  
  valued_at string
  
  original_valued_at string
  
  client string
  
  accounts string
  
  seller string
  
  linked_owners string
  
  linked_plans string
  
  visible_to_circles string
  
  statistics object
  
  Hide statistics attribute Show statistics attribute object
  
  recent_growth integer
  
  cases string
  
  tags string
  
  is_wrap_product boolean
  
  is_wrap_child boolean
  
  wrap string
  
  wrap_children string
  
  linked_policy_numbers string
  
  can_be_deleted string
  
  contract_enquiry_account string
  
  custom_fields string
  
  external_references string
  
  wrap_children array[object]
  
  Hide wrap_children attributes Show wrap_children attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  opened_at string
  
  name string
  
  type string
  
  sub_type string
  
  abstract_type string
  
  policy_number string
  
  proposal_reference string
  
  status string
  
  inactive_at string
  
  inactive_reason string
  
  agency_in_your_name boolean
  
  agency_in_your_name_from string
  
  originally_sold_by_firm boolean
  
  under_advice boolean
  
  visible_on_client_portal boolean
  
  include_in_client_valuation boolean
  
  show_on_joint boolean
  
  shown_on_circles boolean
  
  review_date string
  
  on_panel boolean
  
  is_group_scheme boolean
  
  is_sub_group_scheme boolean
  
  is_group_scheme_member boolean
  
  advice_area string
  
  main_account string
  
  sub_accounts string
  
  provider string
  
  covers string
  
  claims string
  
  total_benefit_amount object
  
  Hide total_benefit_amount attributes Show total_benefit_amount attributes object
  
  amount object
  
  Hide amount attributes Show amount attributes object
  
  example string
  
  description string
  
  formatted object
  
  Hide formatted attributes Show formatted attributes object
  
  example string
  
  description string
  
  currency object
  
  Hide currency attributes Show currency attributes object
  
  example string
  
  description string
  
  total_benefits object
  
  Hide total_benefits attributes Show total_benefits attributes object
  
  critical_illness object
  
  Hide critical_illness attributes Show critical_illness attributes object
  
  amount object
  
  Hide amount attributes Show amount attributes object
  
  example string
  
  description string
  
  formatted object
  
  Hide formatted attributes Show formatted attributes object
  
  example string
  
  description string
  
  currency object
  
  Hide currency attributes Show currency attributes object
  
  example string
  
  description string
  
  family_income_benefit object
  
  Hide family_income_benefit attributes Show family_income_benefit attributes object
  
  amount object
  
  Hide amount attributes Show amount attributes object
  
  example string
  
  description string
  
  formatted object
  
  Hide formatted attributes Show formatted attributes object
  
  example string
  
  description string
  
  currency object
  
  Hide currency attributes Show currency attributes object
  
  example string
  
  description string
  
  latest_valuations string
  
  value object
  
  Hide value attributes Show value attributes object
  
  amount object
  
  Hide amount attributes Show amount attributes object
  
  example string
  
  description string
  
  formatted object
  
  Hide formatted attributes Show formatted attributes object
  
  example string
  
  description string
  
  currency object
  
  Hide currency attributes Show currency attributes object
  
  example string
  
  description string
  
  valued_at string
  
  original_valued_at string
  
  client string
  
  accounts string
  
  seller string
  
  linked_owners string
  
  linked_plans string
  
  visible_to_circles string
  
  statistics object
  
  Hide statistics attribute Show statistics attribute object
  
  recent_growth integer
  
  cases string
  
  tags string
  
  is_wrap_product boolean
  
  is_wrap_child boolean
  
  wrap string
  
  wrap_children string
  
  linked_policy_numbers string
  
  can_be_deleted string
  
  contract_enquiry_account string
  
  custom_fields string
  
  external_references string
  
  linked_policy_numbers array[object]
  
  Hide linked_policy_numbers attributes Show linked_policy_numbers attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  linked_policy_number string
  
  plan string
  
  can_be_deleted string
  
  contract_enquiry_account object
  
  Hide contract_enquiry_account attributes Show contract_enquiry_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 string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  business_unit string
  
  groups string
  
  tags string
  
  owners string
  
  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 string
  
  circles string
  
  ownership_percentage integer
  
  inactive_at string
  
  last_interaction_at string
  
  referral_code string
  
  permissions object
  
  Hide permissions attributes Show permissions attributes object
  
  firm:read array[string]
  
  network:read array[string]
  
  custom_fields string
  
  external_references string
  
  custom_fields array[object]
  
  Hide custom_fields attributes Show custom_fields attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  type string
  
  name string
  
  reference string
  
  is_required boolean
  
  value string
  
  selection_options array[string]
  
  help_text string
  
  external_references array[object]
  
  Hide external_references attributes Show external_references attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  third_party string
  
  reference string

GET /api/v1/plans

curl \
 --request GET 'https://api.plannrcrm.com/api/v1/plans' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"

Response examples (200)

{
  "data": [
    [
      {
        "uuid": "e8c5f4b4-6473-4b1f-8bf0-8ed09f8f4552",
        "created_at": "2026-06-29T13:21:57+01:00",
        "updated_at": "2026-06-29T13:21:57+01:00",
        "opened_at": "2026-06-29T13:21:57+01:00",
        "name": "Johns ISA",
        "type": "cash_account",
        "sub_type": "lifetime isa",
        "abstract_type": "asset",
        "policy_number": "AVIVA-123",
        "proposal_reference": "AB123456",
        "status": "inactive",
        "inactive_at": "2026-06-29T13:21:57+01:00",
        "inactive_reason": "claimed",
        "agency_in_your_name": true,
        "agency_in_your_name_from": "2025-06-29",
        "originally_sold_by_firm": true,
        "under_advice": true,
        "visible_on_client_portal": true,
        "include_in_client_valuation": true,
        "show_on_joint": true,
        "shown_on_circles": true,
        "review_date": "2025-06-29",
        "on_panel": true,
        "is_group_scheme": false,
        "is_sub_group_scheme": false,
        "is_group_scheme_member": false,
        "advice_area": "non_investment_insurance",
        "main_account": {
          "uuid": "475012e8-a955-42df-b649-fe2a360a8433",
          "created_at": "2026-06-29T13:21:57+01:00",
          "updated_at": "2026-06-29T13:21:57+01:00",
          "name": "John's ISA",
          "policy_number": "AVI-4837",
          "latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource",
          "is_main_account": false,
          "active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
          "statistics": {
            "recent_growth": 100
          }
        },
        "sub_accounts": [
          {
            "uuid": "9275470b-8374-4e06-9499-7e6267ba7e7f",
            "created_at": "2026-06-29T13:21:57+01:00",
            "updated_at": "2026-06-29T13:21:57+01:00",
            "name": "John's ISA",
            "policy_number": "AVI-4837",
            "latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource",
            "is_main_account": false,
            "active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
            "statistics": {
              "recent_growth": 100
            }
          }
        ],
        "provider": {
          "uuid": "e144b9cf-d26c-4615-bafd-8b6724d957bc",
          "created_at": "2026-06-29T13:21:57+01:00",
          "updated_at": "2026-06-29T13:21:57+01:00",
          "name": "AJ Bell",
          "slug": "aj-bell"
        },
        "covers": [
          {
            "uuid": "bc36309f-735d-451a-a03b-812303ce1bf0",
            "created_at": "2026-06-29T13:21:57+01:00",
            "updated_at": "2026-06-29T13:21:57+01:00",
            "cover_type": "critical_illness",
            "benefit_amount": {
              "amount": {
                "example": "25000000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "formatted": {
                "example": "£250,000.00",
                "description": "Money amount formatted with currency"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              }
            },
            "benefit_frequency": "monthly",
            "benefit_status": "active",
            "excess": {
              "amount": {
                "example": "10000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "formatted": {
                "example": "£100.00",
                "description": "Money amount formatted with currency"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              }
            },
            "indexation": 1.4,
            "client": "App\\Http\\Resources\\AccountResource"
          }
        ],
        "claims": [
          {
            "uuid": "16e38514-0b04-4ca0-99f6-fc117005aa47",
            "created_at": "2026-06-29T13:21:57+01:00",
            "updated_at": "2026-06-29T13:21:57+01:00",
            "claim_amount": {
              "amount": {
                "example": "25000000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "formatted": {
                "example": "£250,000.00",
                "description": "Money amount formatted with currency"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              }
            },
            "claim_start_date": "2025-06-29",
            "claim_end_date": "2031-06-29",
            "claim_notes": "Claim notes",
            "client": "App\\Http\\Resources\\AccountResource"
          }
        ],
        "total_benefit_amount": {
          "amount": {
            "example": "25000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£250,000.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        },
        "total_benefits": {
          "critical_illness": {
            "amount": {
              "example": "15000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "formatted": {
              "example": "£150,000.00",
              "description": "Money amount formatted with currency"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            }
          },
          "family_income_benefit": {
            "amount": {
              "example": "10000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "formatted": {
              "example": "£100,000.00",
              "description": "Money amount formatted with currency"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            }
          }
        },
        "latest_valuations": [
          {
            "uuid": "386cba07-7ef2-45ef-86ff-6e4f95771a8e",
            "created_at": "2026-06-29T13:21:57+01:00",
            "updated_at": "2026-06-29T13:21:57+01:00",
            "valued_at": "2026-06-29T13:21:57+01:00",
            "value": {
              "amount": {
                "example": "4000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "formatted": {
                "example": "£40.00",
                "description": "Money amount formatted with currency"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              }
            },
            "sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource"
          }
        ],
        "value": {
          "amount": {
            "example": "4000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£40.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        },
        "valued_at": "2026-06-29T13:21:57+01:00",
        "original_valued_at": "2026-06-28T13:21:57+01:00",
        "client": {
          "uuid": "94a412a6-aa63-4602-a035-270e1a831acf",
          "created_at": "2026-06-29T13:21:57+01:00",
          "updated_at": "2026-06-29T13:21:57+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": "App\\Http\\Resources\\FirmResource",
          "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
          "primary_email": "App\\Http\\Resources\\ContactDetailResource",
          "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
          "assigned_adviser": "App\\Http\\Resources\\AccountResource",
          "assigned_administrator": "App\\Http\\Resources\\AccountResource",
          "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
          "introduced_by": "App\\Http\\Resources\\AccountResource",
          "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
          "groups": "App\\Http\\Resources\\GroupResource",
          "tags": "App\\Http\\Resources\\TagResource",
          "owners": "App\\Http\\Resources\\AccountResource",
          "first_contact_date": "2026-06-29T13:21:57+01:00",
          "next_review_date": "2026-06-29T13:21:57+01:00",
          "previous_review_date": "2026-06-29T13:21:57+01:00",
          "anniversary_review_date": "2026-06-29T13:21:57+01:00",
          "terms_of_business_at": "2026-06-29T13:21:57+01:00",
          "client_agreement_at": "2026-06-29T13:21:57+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "joint_account_circle": "App\\Http\\Resources\\CircleResource",
          "circles": "App\\Http\\Resources\\CircleResource",
          "ownership_percentage": 100,
          "inactive_at": "2026-06-29",
          "last_interaction_at": "2026-06-29 13:21:57",
          "referral_code": "ABC12345",
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          },
          "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
          "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
        },
        "accounts": [
          {
            "uuid": "8ab48df2-04c9-465c-b0af-dec1675479b5",
            "created_at": "2026-06-29T13:21:57+01:00",
            "updated_at": "2026-06-29T13:21:57+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": "App\\Http\\Resources\\FirmResource",
            "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
            "primary_email": "App\\Http\\Resources\\ContactDetailResource",
            "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
            "assigned_adviser": "App\\Http\\Resources\\AccountResource",
            "assigned_administrator": "App\\Http\\Resources\\AccountResource",
            "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
            "introduced_by": "App\\Http\\Resources\\AccountResource",
            "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
            "groups": "App\\Http\\Resources\\GroupResource",
            "tags": "App\\Http\\Resources\\TagResource",
            "owners": "App\\Http\\Resources\\AccountResource",
            "first_contact_date": "2026-06-29T13:21:57+01:00",
            "next_review_date": "2026-06-29T13:21:57+01:00",
            "previous_review_date": "2026-06-29T13:21:57+01:00",
            "anniversary_review_date": "2026-06-29T13:21:57+01:00",
            "terms_of_business_at": "2026-06-29T13:21:57+01:00",
            "client_agreement_at": "2026-06-29T13:21:57+01:00",
            "with_login": true,
            "has_joint_account": true,
            "can_be_deleted": "false",
            "joint_account_circle": "App\\Http\\Resources\\CircleResource",
            "circles": "App\\Http\\Resources\\CircleResource",
            "ownership_percentage": 100,
            "inactive_at": "2026-06-29",
            "last_interaction_at": "2026-06-29 13:21:57",
            "referral_code": "ABC12345",
            "permissions": {
              "firm:read": [
                "firm"
              ],
              "network:read": [
                "network:uuid"
              ]
            },
            "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
            "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
          }
        ],
        "seller": {
          "uuid": "80ea8603-fe32-4c6f-8d8a-1dd8fb5d2d50",
          "created_at": "2026-06-29T13:21:57+01:00",
          "updated_at": "2026-06-29T13:21:57+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": "App\\Http\\Resources\\FirmResource",
          "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
          "primary_email": "App\\Http\\Resources\\ContactDetailResource",
          "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
          "assigned_adviser": "App\\Http\\Resources\\AccountResource",
          "assigned_administrator": "App\\Http\\Resources\\AccountResource",
          "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
          "introduced_by": "App\\Http\\Resources\\AccountResource",
          "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
          "groups": "App\\Http\\Resources\\GroupResource",
          "tags": "App\\Http\\Resources\\TagResource",
          "owners": "App\\Http\\Resources\\AccountResource",
          "first_contact_date": "2026-06-29T13:21:57+01:00",
          "next_review_date": "2026-06-29T13:21:57+01:00",
          "previous_review_date": "2026-06-29T13:21:57+01:00",
          "anniversary_review_date": "2026-06-29T13:21:57+01:00",
          "terms_of_business_at": "2026-06-29T13:21:57+01:00",
          "client_agreement_at": "2026-06-29T13:21:57+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "joint_account_circle": "App\\Http\\Resources\\CircleResource",
          "circles": "App\\Http\\Resources\\CircleResource",
          "ownership_percentage": 100,
          "inactive_at": "2026-06-29",
          "last_interaction_at": "2026-06-29 13:21:57",
          "referral_code": "ABC12345",
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          },
          "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
          "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
        },
        "linked_owners": [
          {
            "uuid": "742cf559-6600-4a47-baf2-6e05679e1ef5",
            "created_at": "2026-06-29T13:21:57+01:00",
            "updated_at": "2026-06-29T13:21:57+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": "App\\Http\\Resources\\FirmResource",
            "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
            "primary_email": "App\\Http\\Resources\\ContactDetailResource",
            "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
            "assigned_adviser": "App\\Http\\Resources\\AccountResource",
            "assigned_administrator": "App\\Http\\Resources\\AccountResource",
            "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
            "introduced_by": "App\\Http\\Resources\\AccountResource",
            "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
            "groups": "App\\Http\\Resources\\GroupResource",
            "tags": "App\\Http\\Resources\\TagResource",
            "owners": "App\\Http\\Resources\\AccountResource",
            "first_contact_date": "2026-06-29T13:21:57+01:00",
            "next_review_date": "2026-06-29T13:21:57+01:00",
            "previous_review_date": "2026-06-29T13:21:57+01:00",
            "anniversary_review_date": "2026-06-29T13:21:57+01:00",
            "terms_of_business_at": "2026-06-29T13:21:57+01:00",
            "client_agreement_at": "2026-06-29T13:21:57+01:00",
            "with_login": true,
            "has_joint_account": true,
            "can_be_deleted": "false",
            "joint_account_circle": "App\\Http\\Resources\\CircleResource",
            "circles": "App\\Http\\Resources\\CircleResource",
            "ownership_percentage": 100,
            "inactive_at": "2026-06-29",
            "last_interaction_at": "2026-06-29 13:21:57",
            "referral_code": "ABC12345",
            "permissions": {
              "firm:read": [
                "firm"
              ],
              "network:read": [
                "network:uuid"
              ]
            },
            "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
            "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
          }
        ],
        "linked_plans": [
          {
            "uuid": "e639016a-3f96-4bbc-b04b-b48a0e579906",
            "created_at": "2026-06-29T13:21:57+01:00",
            "updated_at": "2026-06-29T13:21:57+01:00",
            "opened_at": "2026-06-29T13:21:57+01:00",
            "name": "Johns ISA",
            "type": "cash_account",
            "sub_type": "lifetime isa",
            "abstract_type": "asset",
            "policy_number": "AVIVA-123",
            "proposal_reference": "AB123456",
            "status": "inactive",
            "inactive_at": "2026-06-29T13:21:57+01:00",
            "inactive_reason": "claimed",
            "agency_in_your_name": true,
            "agency_in_your_name_from": "2025-06-29",
            "originally_sold_by_firm": true,
            "under_advice": true,
            "visible_on_client_portal": true,
            "include_in_client_valuation": true,
            "show_on_joint": true,
            "shown_on_circles": true,
            "review_date": "2025-06-29",
            "on_panel": true,
            "is_group_scheme": false,
            "is_sub_group_scheme": false,
            "is_group_scheme_member": false,
            "advice_area": "non_investment_insurance",
            "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
            "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
            "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
            "covers": "App\\Http\\Resources\\Plans\\CoverResource",
            "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
            "total_benefit_amount": {
              "amount": {
                "example": "25000000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "formatted": {
                "example": "£250,000.00",
                "description": "Money amount formatted with currency"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              }
            },
            "total_benefits": {
              "critical_illness": {
                "amount": {
                  "example": "15000000",
                  "description": "Money amount at their lowest denominator (for example: pennies)"
                },
                "formatted": {
                  "example": "£150,000.00",
                  "description": "Money amount formatted with currency"
                },
                "currency": {
                  "example": "GBP",
                  "description": "Currency of the money"
                }
              },
              "family_income_benefit": {
                "amount": {
                  "example": "10000000",
                  "description": "Money amount at their lowest denominator (for example: pennies)"
                },
                "formatted": {
                  "example": "£100,000.00",
                  "description": "Money amount formatted with currency"
                },
                "currency": {
                  "example": "GBP",
                  "description": "Currency of the money"
                }
              }
            },
            "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
            "value": {
              "amount": {
                "example": "4000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "formatted": {
                "example": "£40.00",
                "description": "Money amount formatted with currency"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              }
            },
            "valued_at": "2026-06-29T13:21:57+01:00",
            "original_valued_at": "2026-06-28T13:21:57+01:00",
            "client": "App\\Http\\Resources\\AccountResource",
            "accounts": "App\\Http\\Resources\\AccountResource",
            "seller": "App\\Http\\Resources\\AccountResource",
            "linked_owners": "App\\Http\\Resources\\AccountResource",
            "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
            "visible_to_circles": "App\\Http\\Resources\\CircleResource",
            "statistics": {
              "recent_growth": 100
            },
            "cases": "App\\Http\\Resources\\CasesResource",
            "tags": "App\\Http\\Resources\\TagResource",
            "is_wrap_product": false,
            "is_wrap_child": false,
            "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
            "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
            "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
            "can_be_deleted": "false",
            "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
            "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
            "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
          }
        ],
        "visible_to_circles": {
          "uuid": "aed38b2a-5dc1-455b-b5b5-4734a9f4452c",
          "created_at": "2026-06-29T13:21:57+01:00",
          "updated_at": "2026-06-29T13:21:57+01:00",
          "name": "Jones Family",
          "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
          "bg_colour": "#35f4e1",
          "accounts": "App\\Http\\Resources\\AccountResource",
          "groups": "App\\Http\\Resources\\GroupResource",
          "joint_account_uuid": "ee57b209-d95b-4784-a79a-488082d9ca7d",
          "login_access_level": "write",
          "current_life_stage_uuid": "ae0e78be-b30f-4096-b860-c2ccae04b9c7",
          "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
        },
        "statistics": {
          "recent_growth": 100
        },
        "cases": [
          {
            "uuid": "ae807633-5570-4478-98cb-611853f2d709",
            "created_at": "2026-06-29T13:21:57+01:00",
            "updated_at": "2026-06-29T13:21:57+01:00",
            "name": "finance",
            "slug": "finance",
            "status": "App\\Http\\Resources\\CasesStatusResource",
            "type": "App\\Http\\Resources\\CasesTypeResource",
            "review_at": "2026-06-29T13:21:57+01:00",
            "assigned_to_uuids": [
              "39427422-1d6b-445b-817d-b1376539b884"
            ],
            "group_uuids": [
              "be3376a4-d5fc-4fc5-ba08-6918d080467c"
            ],
            "completed_at": "2026-06-29T13:21:57+01:00",
            "value": {
              "amount": {
                "example": "4000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "formatted": {
                "example": "£40.00",
                "description": "Money amount formatted with currency"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              }
            },
            "status_position": 4,
            "participants_count": 4,
            "participants": "App\\Http\\Resources\\AccountResource",
            "task_board_uuid": "a3dffe0a-f1c0-4cd2-b354-45e24ad1b654",
            "plans": "App\\Http\\Resources\\Plans\\PlanResource",
            "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource"
          }
        ],
        "tags": [
          {
            "uuid": "6ea557fe-3f13-4a82-b876-c882e4380c23",
            "created_at": "2026-06-29T13:21:57+01:00",
            "updated_at": "2026-06-29T13:21:57+01:00",
            "name": "Mortgage",
            "slug": "mortgage",
            "colour": "#ef4582"
          }
        ],
        "is_wrap_product": false,
        "is_wrap_child": false,
        "wrap": {
          "uuid": "9616ad2c-07a1-49b9-9cbe-238985ababb0",
          "created_at": "2026-06-29T13:21:57+01:00",
          "updated_at": "2026-06-29T13:21:57+01:00",
          "opened_at": "2026-06-29T13:21:57+01:00",
          "name": "Johns ISA",
          "type": "cash_account",
          "sub_type": "lifetime isa",
          "abstract_type": "asset",
          "policy_number": "AVIVA-123",
          "proposal_reference": "AB123456",
          "status": "inactive",
          "inactive_at": "2026-06-29T13:21:57+01:00",
          "inactive_reason": "claimed",
          "agency_in_your_name": true,
          "agency_in_your_name_from": "2025-06-29",
          "originally_sold_by_firm": true,
          "under_advice": true,
          "visible_on_client_portal": true,
          "include_in_client_valuation": true,
          "show_on_joint": true,
          "shown_on_circles": true,
          "review_date": "2025-06-29",
          "on_panel": true,
          "is_group_scheme": false,
          "is_sub_group_scheme": false,
          "is_group_scheme_member": false,
          "advice_area": "non_investment_insurance",
          "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
          "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
          "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
          "covers": "App\\Http\\Resources\\Plans\\CoverResource",
          "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
          "total_benefit_amount": {
            "amount": {
              "example": "25000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "formatted": {
              "example": "£250,000.00",
              "description": "Money amount formatted with currency"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            }
          },
          "total_benefits": {
            "critical_illness": {
              "amount": {
                "example": "15000000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "formatted": {
                "example": "£150,000.00",
                "description": "Money amount formatted with currency"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              }
            },
            "family_income_benefit": {
              "amount": {
                "example": "10000000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "formatted": {
                "example": "£100,000.00",
                "description": "Money amount formatted with currency"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              }
            }
          },
          "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
          "value": {
            "amount": {
              "example": "4000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "formatted": {
              "example": "£40.00",
              "description": "Money amount formatted with currency"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            }
          },
          "valued_at": "2026-06-29T13:21:57+01:00",
          "original_valued_at": "2026-06-28T13:21:57+01:00",
          "client": "App\\Http\\Resources\\AccountResource",
          "accounts": "App\\Http\\Resources\\AccountResource",
          "seller": "App\\Http\\Resources\\AccountResource",
          "linked_owners": "App\\Http\\Resources\\AccountResource",
          "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
          "visible_to_circles": "App\\Http\\Resources\\CircleResource",
          "statistics": {
            "recent_growth": 100
          },
          "cases": "App\\Http\\Resources\\CasesResource",
          "tags": "App\\Http\\Resources\\TagResource",
          "is_wrap_product": false,
          "is_wrap_child": false,
          "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
          "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
          "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
          "can_be_deleted": "false",
          "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
          "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
          "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
        },
        "wrap_children": [
          {
            "uuid": "7b2f81f0-ce53-4144-86f4-4d3ef9208a98",
            "created_at": "2026-06-29T13:21:57+01:00",
            "updated_at": "2026-06-29T13:21:57+01:00",
            "opened_at": "2026-06-29T13:21:57+01:00",
            "name": "Johns ISA",
            "type": "cash_account",
            "sub_type": "lifetime isa",
            "abstract_type": "asset",
            "policy_number": "AVIVA-123",
            "proposal_reference": "AB123456",
            "status": "inactive",
            "inactive_at": "2026-06-29T13:21:57+01:00",
            "inactive_reason": "claimed",
            "agency_in_your_name": true,
            "agency_in_your_name_from": "2025-06-29",
            "originally_sold_by_firm": true,
            "under_advice": true,
            "visible_on_client_portal": true,
            "include_in_client_valuation": true,
            "show_on_joint": true,
            "shown_on_circles": true,
            "review_date": "2025-06-29",
            "on_panel": true,
            "is_group_scheme": false,
            "is_sub_group_scheme": false,
            "is_group_scheme_member": false,
            "advice_area": "non_investment_insurance",
            "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
            "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
            "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
            "covers": "App\\Http\\Resources\\Plans\\CoverResource",
            "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
            "total_benefit_amount": {
              "amount": {
                "example": "25000000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "formatted": {
                "example": "£250,000.00",
                "description": "Money amount formatted with currency"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              }
            },
            "total_benefits": {
              "critical_illness": {
                "amount": {
                  "example": "15000000",
                  "description": "Money amount at their lowest denominator (for example: pennies)"
                },
                "formatted": {
                  "example": "£150,000.00",
                  "description": "Money amount formatted with currency"
                },
                "currency": {
                  "example": "GBP",
                  "description": "Currency of the money"
                }
              },
              "family_income_benefit": {
                "amount": {
                  "example": "10000000",
                  "description": "Money amount at their lowest denominator (for example: pennies)"
                },
                "formatted": {
                  "example": "£100,000.00",
                  "description": "Money amount formatted with currency"
                },
                "currency": {
                  "example": "GBP",
                  "description": "Currency of the money"
                }
              }
            },
            "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
            "value": {
              "amount": {
                "example": "4000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "formatted": {
                "example": "£40.00",
                "description": "Money amount formatted with currency"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              }
            },
            "valued_at": "2026-06-29T13:21:57+01:00",
            "original_valued_at": "2026-06-28T13:21:57+01:00",
            "client": "App\\Http\\Resources\\AccountResource",
            "accounts": "App\\Http\\Resources\\AccountResource",
            "seller": "App\\Http\\Resources\\AccountResource",
            "linked_owners": "App\\Http\\Resources\\AccountResource",
            "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
            "visible_to_circles": "App\\Http\\Resources\\CircleResource",
            "statistics": {
              "recent_growth": 100
            },
            "cases": "App\\Http\\Resources\\CasesResource",
            "tags": "App\\Http\\Resources\\TagResource",
            "is_wrap_product": false,
            "is_wrap_child": false,
            "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
            "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
            "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
            "can_be_deleted": "false",
            "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
            "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
            "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
          }
        ],
        "linked_policy_numbers": [
          {
            "uuid": "b3de5cca-6980-4b28-8dbe-e3554184ae56",
            "created_at": "2026-06-29T13:21:57+01:00",
            "updated_at": "2026-06-29T13:21:57+01:00",
            "linked_policy_number": "ABC123-X",
            "plan": "App\\Http\\Resources\\Plans\\PlanResource"
          }
        ],
        "can_be_deleted": "false",
        "contract_enquiry_account": {
          "uuid": "4f203d53-5175-417e-a2a1-02e015f82968",
          "created_at": "2026-06-29T13:21:57+01:00",
          "updated_at": "2026-06-29T13:21:57+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": "App\\Http\\Resources\\FirmResource",
          "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
          "primary_email": "App\\Http\\Resources\\ContactDetailResource",
          "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
          "assigned_adviser": "App\\Http\\Resources\\AccountResource",
          "assigned_administrator": "App\\Http\\Resources\\AccountResource",
          "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
          "introduced_by": "App\\Http\\Resources\\AccountResource",
          "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
          "groups": "App\\Http\\Resources\\GroupResource",
          "tags": "App\\Http\\Resources\\TagResource",
          "owners": "App\\Http\\Resources\\AccountResource",
          "first_contact_date": "2026-06-29T13:21:57+01:00",
          "next_review_date": "2026-06-29T13:21:57+01:00",
          "previous_review_date": "2026-06-29T13:21:57+01:00",
          "anniversary_review_date": "2026-06-29T13:21:57+01:00",
          "terms_of_business_at": "2026-06-29T13:21:57+01:00",
          "client_agreement_at": "2026-06-29T13:21:57+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "joint_account_circle": "App\\Http\\Resources\\CircleResource",
          "circles": "App\\Http\\Resources\\CircleResource",
          "ownership_percentage": 100,
          "inactive_at": "2026-06-29",
          "last_interaction_at": "2026-06-29 13:21:57",
          "referral_code": "ABC12345",
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          },
          "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
          "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
        },
        "custom_fields": [
          {
            "uuid": "3b18b9c0-c933-4d41-9e5e-0690737af4e1",
            "created_at": "2026-06-29T13:21:57+01:00",
            "updated_at": "2026-06-29T13:21:57+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": "3430d514-1c64-4e4d-a5a9-015d92790134",
            "created_at": "2026-06-29T13:21:57+01:00",
            "updated_at": "2026-06-29T13:21:57+01:00",
            "third_party": "nucleus",
            "reference": "AB123456"
          }
        ]
      }
    ]
  ]
}