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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/statement
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Query parameters

  • filter[uuid] string

    Filter by a comma separated list of UUIDs.

  • sort string

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

  • 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
      • name string
      • start_date string
      • end_date string
      • locked boolean
      • locked_at string
      • locked_by object
        Hide locked_by attributes Show locked_by attributes object
        • uuid string
        • created_at string
        • updated_at string
        • type string
        • role string
        • first_name string
        • last_name string
        • name string
        • email string
        • photo_url string
        • firm 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.

          • 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)

          • 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)

          • 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)

          • 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)

          • 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)

          • 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
        • 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.

      • total_expectations object
        Hide total_expectations attributes Show total_expectations attributes object
        • amount string
        • currency string
        • formatted string
      • total_statement_transactions object
        Hide total_statement_transactions attributes Show total_statement_transactions attributes object
        • amount string
        • currency string
        • formatted string
      • total_bank_transactions object
        Hide total_bank_transactions attributes Show total_bank_transactions attributes object
        • amount string
        • currency string
        • formatted string
      • total_expectation_amount_reconciled_to_bank object
        Hide total_expectation_amount_reconciled_to_bank attributes Show total_expectation_amount_reconciled_to_bank attributes object
        • amount string
        • currency string
        • formatted string
      • total_expectation_percentage_reconciled_to_bank object
        Hide total_expectation_percentage_reconciled_to_bank attributes Show total_expectation_percentage_reconciled_to_bank attributes object
        • amount string
        • currency string
        • formatted string
      • expectations_count integer
      • statement_transactions_count integer
      • statement_transactions array[object]
        Hide statement_transactions attributes Show statement_transactions attributes object
        • uuid string
        • created_at string
        • updated_at string
        • client_name string
        • transaction_reference string
        • policy_number string
        • date string
        • gross_amount object
          Hide gross_amount attributes Show gross_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
        • net_amount object
          Hide net_amount attributes Show net_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
        • category string
        • payment_origin string
        • agency_number string
        • product_reference string
        • adviser_name string
        • sender_id_sib_number string
        • reason string
        • auto_reconciliation_message string
        • scheme_name string
        • scheme_number string
        • customer_number string
        • policy_market_value string
        • provider string
        • provider_statement object
          Hide provider_statement attributes Show provider_statement 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.

          • number

            Provider statement number

          • name

            Provider name

          • date

            Provider statement date

          • reference

            provider statement reference given by provider

          • filename

            Filename if uploaded by CSV or automatically from EDI

          • origin

            how the provider statement was created. Values are edi, manual, upload and auto

          • statement_transactions_count

            Total number of statement transactions within provider statement

          • total_amount

            Total amount of all statement transactions within this provider statement

          • reconciled_expectations_amount

            Total amount reconciled against expectations

          • reconciled_expectations_percentage

            Total percentage reconciled against expectations

          • reconciled_bank_transactions_amount

            Total amount reconciled against bank transactions

          • reconciled_bank_transactions_percentage

            Total percentage reconciled against bank transactions

          • is_fully_reconciled_to_expectations

            Returns if all statement transactions are fully reconciled to expectations

        • metadata object
          Hide metadata attribute Show metadata attribute object
          • client_name string
        • expectation object
          Hide expectation attributes Show expectation 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.

          • payment_origin

            Who you expect to be paying this expectation

          • type

            Expectation type, fee or commission

          • category

            Expectation category, used for accurate reporting

          • expected_payment_date

            Expected payment date of expectation

          • tax_exempt

            Denotes if this expectation is tax exempt

          • tax

            Tax percentage that was applied to this expectation

          • recurring

            Denotes if this expectation is from a recurring charge

          • is_balanced

            Denotes if the expected amount has been balanced to the reconciled amount

          • unbalanced_expected_amount

            The unbalanced amount the expectation is expected to received

          • expected_amount

            Amount the expectation is expected to be received

          • gross_amount

            Gross amount the expectation is expected to be received

          • net_amount

            Net amount the expectation is expected to be received

          • amount

            Amount that was entered for the charge

          • percentage

            Percentage of plans value that was entered for the charge

          • exclude_from_rmar

            Denotes if this expectation will be excluded from RMAR

          • rmar_type

            RMAR type

          • advice_type

            Advice type

          • service_type

            Service type

          • advice_area_gross

            RMAR advice area gross values.

          • advice_area_net

            RMAR advice area net values.

          • chargeable_type

            Model type this expectation belongs to

          • notes_count

            Notes count

        • bank_transactions object
          Hide bank_transactions attributes Show bank_transactions 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.

          • date

            Transaction date on bank statement

          • amount

            Transaction amount

          • reference

            Transaction reference on bank statement

          • metadata

            Any metadata that was saved during a CSV import for transactions

          • filename

            Filename of the CSV import transactions

        • statement object
          Hide statement attributes Show statement 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

            Statement description

          • start_date

            End date of the statement

          • end_date

            Start date of the statement

          • locked

            Denotes whether the statement is locked or not

          • locked_at

            The time that the statement was locked at

          • total_expectations

            Total amount of expectations for the statement period

          • total_statement_transactions

            Total amount of statement transactions received for the statement period

          • total_bank_transactions

            Total amount of bank transactions received for the statement period

          • total_expectation_amount_reconciled_to_bank

            Total amount of expectations that have been reconciled to the bank received for the statement period

          • total_expectation_percentage_reconciled_to_bank

            Total percentage of expectations that have been reconciled to the bank received for the statement period

          • expectations_count

            Total number of expectations for the statement period

          • statement_transactions_count

            Total number of statement transactions received for the statement period

        • account object
          Hide account attributes Show account 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)

          • permissions

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

        • 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.

          • 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.
GET /api/v1/statement 
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/statement' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "data": [
    {
      "uuid": "7710588b-89cf-432a-aa28-d0a554f0e149",
      "created_at": "2026-07-17T15:25:30+01:00",
      "updated_at": "2026-07-17T15:25:30+01:00",
      "name": "01/06/2022 - 30/06/2022",
      "start_date": "2022-06-30",
      "end_date": "2022-06-01",
      "locked": false,
      "locked_at": "2026-07-17T15:25:30+01:00",
      "locked_by": {
        "uuid": "a2c1c4fd-132e-4caf-909d-5c8da47f0a97",
        "created_at": "2026-07-17T15:25:30+01:00",
        "updated_at": "2026-07-17T15:25:30+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": "91f29e51-ce21-4ef7-b20a-977e7ed8f32c",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+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"
          },
          "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": "2913e846-940e-401b-96f4-4a20ed0d095c",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "type": "phone_number",
          "name": "Work number",
          "value": "+443330903630",
          "phone_number_meta": {
            "country": "GB",
            "formatted": "0333 090 3630"
          }
        },
        "primary_email": {
          "uuid": "2913e846-940e-401b-96f4-4a20ed0d095c",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "type": "phone_number",
          "name": "Work number",
          "value": "+443330903630",
          "phone_number_meta": {
            "country": "GB",
            "formatted": "0333 090 3630"
          }
        },
        "current_time_entry": {
          "uuid": "b9d50083-110f-4b5c-ad97-e735caa8a65e",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "name": "Research",
          "description": "This is a description.",
          "trackable_type": "Client",
          "start_date": "2026-07-17T14:35:36+01:00",
          "end_date": "2026-07-17T15:03:36+01:00",
          "is_active": true,
          "total_time_in_minutes": 28,
          "computed_time_elapsed_in_seconds": 1680
        },
        "assigned_adviser": {
          "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+01:00",
          "next_review_date": "2026-07-17T15:25:36+01:00",
          "previous_review_date": "2026-07-17T15:25:36+01:00",
          "anniversary_review_date": "2026-07-17T15:25:36+01:00",
          "terms_of_business_at": "2026-07-17T15:25:36+01:00",
          "client_agreement_at": "2026-07-17T15:25:36+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-07-17",
          "last_interaction_at": "2026-07-17 15:25:36",
          "referral_code": "ABC12345",
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "assigned_administrator": {
          "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+01:00",
          "next_review_date": "2026-07-17T15:25:36+01:00",
          "previous_review_date": "2026-07-17T15:25:36+01:00",
          "anniversary_review_date": "2026-07-17T15:25:36+01:00",
          "terms_of_business_at": "2026-07-17T15:25:36+01:00",
          "client_agreement_at": "2026-07-17T15:25:36+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-07-17",
          "last_interaction_at": "2026-07-17 15:25:36",
          "referral_code": "ABC12345",
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "assigned_paraplanner": {
          "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+01:00",
          "next_review_date": "2026-07-17T15:25:36+01:00",
          "previous_review_date": "2026-07-17T15:25:36+01:00",
          "anniversary_review_date": "2026-07-17T15:25:36+01:00",
          "terms_of_business_at": "2026-07-17T15:25:36+01:00",
          "client_agreement_at": "2026-07-17T15:25:36+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-07-17",
          "last_interaction_at": "2026-07-17 15:25:36",
          "referral_code": "ABC12345",
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "introduced_by": {
          "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+01:00",
          "next_review_date": "2026-07-17T15:25:36+01:00",
          "previous_review_date": "2026-07-17T15:25:36+01:00",
          "anniversary_review_date": "2026-07-17T15:25:36+01:00",
          "terms_of_business_at": "2026-07-17T15:25:36+01:00",
          "client_agreement_at": "2026-07-17T15:25:36+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-07-17",
          "last_interaction_at": "2026-07-17 15:25:36",
          "referral_code": "ABC12345",
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "business_unit": {
          "uuid": "0b087134-9399-4f48-8830-d50c35f116f3",
          "name": "Wealth Management",
          "has_alternative_branding": false,
          "brand_colours": [],
          "members_count": 3,
          "groups_count": 2,
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00"
        },
        "tags": {
          "uuid": "f1ecba6d-f8a7-415f-90f1-db030dd72262",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "name": "Mortgage",
          "slug": "mortgage",
          "colour": "#ef4582"
        },
        "owners": {
          "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+01:00",
          "next_review_date": "2026-07-17T15:25:36+01:00",
          "previous_review_date": "2026-07-17T15:25:36+01:00",
          "anniversary_review_date": "2026-07-17T15:25:36+01:00",
          "terms_of_business_at": "2026-07-17T15:25:36+01:00",
          "client_agreement_at": "2026-07-17T15:25:36+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-07-17",
          "last_interaction_at": "2026-07-17 15:25:36",
          "referral_code": "ABC12345",
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          }
        },
        "first_contact_date": "2026-07-17T15:25:30+01:00",
        "next_review_date": "2026-07-17T15:25:30+01:00",
        "previous_review_date": "2026-07-17T15:25:30+01:00",
        "anniversary_review_date": "2026-07-17T15:25:30+01:00",
        "terms_of_business_at": "2026-07-17T15:25:30+01:00",
        "client_agreement_at": "2026-07-17T15:25:30+01:00",
        "with_login": true,
        "has_joint_account": true,
        "can_be_deleted": "false",
        "joint_account_circle": {
          "uuid": "3e582b00-e462-4d59-aef9-bfdca7f12c97",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+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": "0e1a8da1-b082-4596-b99d-ad01f2370e84",
          "login_access_level": "write",
          "current_life_stage_uuid": "6c428f70-3307-4741-9942-cecd96a2c426"
        },
        "circles": {
          "uuid": "3e582b00-e462-4d59-aef9-bfdca7f12c97",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+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": "0e1a8da1-b082-4596-b99d-ad01f2370e84",
          "login_access_level": "write",
          "current_life_stage_uuid": "6c428f70-3307-4741-9942-cecd96a2c426"
        },
        "ownership_percentage": 100,
        "inactive_at": "2026-07-17",
        "last_interaction_at": "2026-07-17 15:25:30",
        "referral_code": "ABC12345",
        "permissions": {
          "firm:read": [
            "firm"
          ],
          "network:read": [
            "network:uuid"
          ]
        },
        "custom_fields": {
          "uuid": null,
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+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": "11b7fb3c-bff7-4355-b5d5-6e063a2cdde5",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "third_party": "nucleus",
          "reference": "AB123456"
        }
      },
      "total_expectations": {
        "amount": "124585",
        "currency": "GBP",
        "formatted": "£1,245.85"
      },
      "total_statement_transactions": {
        "amount": "125599",
        "currency": "GBP",
        "formatted": "£1,255.99"
      },
      "total_bank_transactions": {
        "amount": "125599",
        "currency": "GBP",
        "formatted": "£1,255.99"
      },
      "total_expectation_amount_reconciled_to_bank": {
        "amount": "125599",
        "currency": "GBP",
        "formatted": "£1,255.99"
      },
      "total_expectation_percentage_reconciled_to_bank": {
        "amount": "8570",
        "currency": "GBP",
        "formatted": "£85.70"
      },
      "expectations_count": 6,
      "statement_transactions_count": 6,
      "statement_transactions": [
        {
          "uuid": "939f8ea5-cf28-464e-97ef-fef5ee3d1d1c",
          "created_at": "2026-07-17T15:25:30+01:00",
          "updated_at": "2026-07-17T15:25:30+01:00",
          "client_name": "Gareth Thompson",
          "transaction_reference": "DQDRYk4NgA",
          "policy_number": "AVIVA_00001",
          "date": "2026-07-17",
          "gross_amount": {
            "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"
            }
          },
          "net_amount": {
            "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"
            }
          },
          "category": "initial_fee",
          "payment_origin": "provider",
          "agency_number": "Agency number",
          "product_reference": "Product reference",
          "adviser_name": "Adviser name",
          "sender_id_sib_number": "Sender id sib number",
          "reason": "Reason",
          "auto_reconciliation_message": "No plans matching policy number AVIVA_00001.",
          "scheme_name": "Scheme name",
          "scheme_number": "Scheme number",
          "customer_number": "Customer number",
          "policy_market_value": "Policy market value",
          "provider": "Aviva",
          "provider_statement": {
            "uuid": "ca953faf-f9e1-4dd6-976a-a60db95c271d",
            "created_at": "2026-07-17T15:25:36+01:00",
            "updated_at": "2026-07-17T15:25:36+01:00",
            "number": 23,
            "name": "Aviva",
            "date": "2026-07-17",
            "reference": "SW#8434",
            "filename": "aviva-statement-may.csv",
            "origin": "upload",
            "statement_transactions_count": 6,
            "total_amount": null,
            "reconciled_expectations_amount": null,
            "reconciled_expectations_percentage": 95.68,
            "reconciled_bank_transactions_amount": null,
            "reconciled_bank_transactions_percentage": 95.68,
            "is_fully_reconciled_to_expectations": true
          },
          "metadata": {
            "client_name": "Gareth Thompson"
          },
          "expectation": {
            "uuid": "1a9e57c8-c6e7-4914-9392-879556fdf822",
            "created_at": "2026-07-17T15:25:36+01:00",
            "updated_at": "2026-07-17T15:25:36+01:00",
            "payment_origin": "provider",
            "type": "fee",
            "category": "ongoing_fee",
            "expected_payment_date": "2026-07-17T15:25:36+01:00",
            "tax_exempt": true,
            "tax": 20.0,
            "recurring": true,
            "is_balanced": false,
            "unbalanced_expected_amount": {
              "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": null,
                "description": "Currency of the money"
              }
            },
            "expected_amount": {
              "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": null,
                "description": "Currency of the money"
              }
            },
            "gross_amount": {
              "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": null,
                "description": "Currency of the money"
              }
            },
            "net_amount": {
              "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": null,
                "description": "Currency of the money"
              }
            },
            "amount": {
              "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": null,
                "description": "Currency of the money"
              }
            },
            "percentage": 0.75,
            "exclude_from_rmar": true,
            "rmar_type": "adviser_charge",
            "advice_type": "independent",
            "service_type": "initial",
            "advice_area_gross": {
              "deposit": 7500,
              "non_regulated": 0,
              "non_rmar": 0,
              "non_investment_insurance": 0,
              "regulated_mortgage": 2500,
              "retail_investment": 0,
              "other_fca_regulated": 0,
              "unknown": 0
            },
            "advice_area_net": {
              "deposit": 7500,
              "non_regulated": 0,
              "non_rmar": 0,
              "non_investment_insurance": 0,
              "regulated_mortgage": 2500,
              "retail_investment": 0,
              "other_fca_regulated": 0,
              "unknown": 0
            },
            "chargeable_type": "plan",
            "notes_count": 5
          },
          "bank_transactions": {
            "uuid": "472e6c96-f7d1-40d1-85d9-e66c9bbfc886",
            "created_at": "2026-07-17T15:25:36+01:00",
            "updated_at": "2026-07-17T15:25:36+01:00",
            "date": "2022-07-15",
            "amount": null,
            "reference": "VitalityLtd",
            "metadata": {
              "client_name": "Gareth Thompson"
            },
            "filename": "Natwest June 2022 Statement.xlsx"
          },
          "statement": {
            "uuid": "d078e531-a8d5-410f-a6d7-0636f79de8d5",
            "created_at": "2026-07-17T15:25:36+01:00",
            "updated_at": "2026-07-17T15:25:36+01:00",
            "name": "01/06/2022 - 30/06/2022",
            "start_date": "2022-06-30",
            "end_date": "2022-06-01",
            "locked": false,
            "locked_at": "2026-07-17T15:25:36+01:00",
            "total_expectations": null,
            "total_statement_transactions": null,
            "total_bank_transactions": null,
            "total_expectation_amount_reconciled_to_bank": null,
            "total_expectation_percentage_reconciled_to_bank": null,
            "expectations_count": 6,
            "statement_transactions_count": 6
          },
          "account": {
            "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
            "created_at": "2026-07-17T15:25:36+01:00",
            "updated_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+01:00",
            "next_review_date": "2026-07-17T15:25:36+01:00",
            "previous_review_date": "2026-07-17T15:25:36+01:00",
            "anniversary_review_date": "2026-07-17T15:25:36+01:00",
            "terms_of_business_at": "2026-07-17T15:25:36+01:00",
            "client_agreement_at": "2026-07-17T15:25:36+01:00",
            "with_login": true,
            "has_joint_account": true,
            "can_be_deleted": "false",
            "ownership_percentage": 100.0,
            "inactive_at": "2026-07-17",
            "last_interaction_at": "2026-07-17 15:25:36",
            "referral_code": "ABC12345",
            "permissions": {
              "firm:read": [
                "firm"
              ],
              "network:read": [
                "network:uuid"
              ]
            }
          },
          "firm": {
            "uuid": "91f29e51-ce21-4ef7-b20a-977e7ed8f32c",
            "created_at": "2026-07-17T15:25:36+01:00",
            "updated_at": "2026-07-17T15:25:36+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"
            },
            "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"
          }
        }
      ]
    }
  ]
}