GET /api/v1/plans/{plan_uuid}/claim
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • plan_uuid string Required

Query parameters

  • filter[uuid] string

    Filter by a comma separated list of UUIDs.

  • per_page integer

    Number of results to return with pagination (Default 15. Max 500).

  • sort string

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

Responses

  • 200 application/json
    Hide response attribute Show response attribute object
    • data array[object]
      Hide data attributes Show data attributes object
      • uuid string

        The UUID of the resource.

      • created_at string

        The timestamp of when the resource was created.

      • updated_at string

        The timestamp of when the resource was updated.

      • claim_amount object

        Claim amount

        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 start date

      • claim_end_date string

        Claim end date

      • claim_notes string

        Claim notes

      • client object

        Client this claim is for

        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
        • groups string
        • tags string
        • owners string
        • first_contact_date string
        • next_review_date string
        • previous_review_date string
        • anniversary_review_date string
        • with_login boolean
        • has_joint_account boolean
        • can_be_deleted string
        • joint_account_circle string
        • circles string
        • ownership_percentage integer
        • inactive_at string
        • last_interaction_at string
        • custom_fields string
        • external_references string
GET /api/v1/plans/{plan_uuid}/claim 
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/plans/6ff8f7f6-1eb3-3525-be4a-3932c805afed/claim' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "data": [
    {
      "uuid": "8fddafec-c72c-47fa-9d42-fdd1340b6e26",
      "client": {
        "firm": "App\\Http\\Resources\\FirmResource",
        "name": "Gareth Thompson",
        "role": "client",
        "tags": "App\\Http\\Resources\\TagResource",
        "type": "client",
        "uuid": "252e7133-c3c7-44eb-8fd1-4bdcf772d33e",
        "email": "gareth@codepotato.co.uk",
        "groups": "App\\Http\\Resources\\GroupResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "circles": "App\\Http\\Resources\\CircleResource",
        "last_name": "Thompson",
        "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
        "created_at": "2025-12-24T11:02:59+00:00",
        "first_name": "Gareth",
        "updated_at": "2025-12-24T11:02:59+00:00",
        "with_login": true,
        "inactive_at": "2025-12-24",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "introduced_by": "App\\Http\\Resources\\AccountResource",
        "primary_email": "App\\Http\\Resources\\ContactDetailResource",
        "can_be_deleted": "false",
        "assigned_adviser": "App\\Http\\Resources\\AccountResource",
        "next_review_date": "2025-12-24T11:02:59+00:00",
        "has_joint_account": true,
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "first_contact_date": "2025-12-24T11:02:59+00:00",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
        "last_interaction_at": "2025-12-24 11:02:59",
        "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
        "joint_account_circle": "App\\Http\\Resources\\CircleResource",
        "ownership_percentage": 100,
        "previous_review_date": "2025-12-24T11:02:59+00:00",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "anniversary_review_date": "2025-12-24T11:02:59+00:00"
      },
      "created_at": "2025-12-24T11:02:59+00:00",
      "updated_at": "2025-12-24T11:02:59+00:00",
      "claim_notes": "Claim notes",
      "claim_amount": {
        "amount": {
          "example": "25000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£250,000.00",
          "description": "Money amount formatted with currency"
        }
      },
      "claim_end_date": "2030-12-24",
      "claim_start_date": "2024-12-24"
    }
  ]
}