Portal Engagement Summary | PlannrCRM API documentation

Portal Engagement Summary 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/portal-engagement/summary

Personal access token & O auth2

Get an aggregate summary of client portal engagement across the firm. Includes total clients with/without portal access, login counts for 30/90/365 day rolling windows, and never-logged-in counts.

Optionally filterable by assigned adviser UUID.

Query parameters

filter[assigned_adviser] string

UUID of an adviser to filter by.

Responses

401 application/json
Hide response attribute Show response attribute object
- message string

GET /api/v1/portal-engagement/summary

curl \
 --request GET 'https://api.plannrcrm.com/api/v1/portal-engagement/summary' \
 --header "Authorization: Bearer $ACCESS_TOKEN"

Response examples (401)

{
  "message": "Unauthenticated."
}