Get all reconciliations on an statement transaction

Get all reconciliations on an statement transaction Run in API Explorer

Add MCP server to your AI tool

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

MCP server URL


        
          
            https://apidocs.plannrcrm.com/mcp

Standard setup for AI tools providing an mcp.json file

      
          mcp.json

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

GET /api/v1/statement-transaction/{statementTransaction_uuid}/reconciliations

Personal access token & O auth2

Headers

X-PLANNR-ACCOUNT-UUID string

Path parameters

statementTransaction_uuid string Required

Query parameters

filter[uuid] string

Filter by a comma separated list of UUIDs.
sort string

Field to sort by. Valid fields are [created_at, updated_at, type, amount]. 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 attributes Show response 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.
- amount object
  
  The amount that has been reconciled.
  
  Hide amount attributes Show 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
- statement_transaction object
  
  The statement transaction the reconciliation has been made against.
  
  Hide statement_transaction attributes Show statement_transaction 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
  
  scheme_name string
  
  scheme_number string
  
  customer_number string
  
  policy_market_value string
  
  provider string
  
  provider_statement string
  
  metadata object
  
  Hide metadata attribute Show metadata attribute object
  
  client_name string
  
  expectation string
  
  bank_transactions string
  
  statement string
  
  account string
  
  firm string
- bank_transaction object
  
  The bank transaction this reconciliation is for.
  
  Hide bank_transaction attributes Show bank_transaction attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  date string
  
  amount object
  
  Hide amount attributes Show amount attributes object
  
  amount string
  
  currency string
  
  formatted string
  
  reference string
  
  metadata object
  
  Hide metadata attribute Show metadata attribute object
  
  client_name string
  
  filename string
  
  bank_statement string
  
  statement string
  
  account string
  
  firm string
- account object
  
  The account that created the reconciliation.
  
  Hide account attributes Show account attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  type string
  
  role string
  
  first_name string
  
  last_name string
  
  name string
  
  email string
  
  photo_url string
  
  firm 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

GET /api/v1/statement-transaction/{statementTransaction_uuid}/reconciliations

curl \
 --request GET 'https://api.plannrcrm.com/api/v1/statement-transaction/6ff8f7f6-1eb3-3525-be4a-3932c805afed/reconciliations' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"

Response examples (200)

{
  "uuid": "5d7eb983-3170-4dc1-a29b-6aa4d9856d05",
  "created_at": "2026-06-08T16:08:03+01:00",
  "updated_at": "2026-06-08T16:08:03+01:00",
  "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"
    }
  },
  "statement_transaction": {
    "uuid": "fbebdc45-4449-4a7e-aa0f-86ce0f31195f",
    "created_at": "2026-06-08T16:08:03+01:00",
    "updated_at": "2026-06-08T16:08:03+01:00",
    "client_name": "Gareth Thompson",
    "transaction_reference": "q5m1piMt6R",
    "policy_number": "AVIVA_00001",
    "date": "2026-06-08",
    "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",
    "scheme_name": "Scheme name",
    "scheme_number": "Scheme number",
    "customer_number": "Customer number",
    "policy_market_value": "Policy market value",
    "provider": "Aviva",
    "provider_statement": "App\\Http\\Resources\\ProviderStatementResource",
    "metadata": {
      "client_name": "Gareth Thompson"
    },
    "expectation": "App\\Http\\Resources\\ExpectationResource",
    "bank_transactions": "App\\Http\\Resources\\BankTransactionResource",
    "statement": "App\\Http\\Resources\\StatementResource",
    "account": "App\\Http\\Resources\\AccountResource",
    "firm": "App\\Http\\Resources\\FirmResource"
  },
  "bank_transaction": {
    "uuid": "57fec540-7e0d-4cc7-a44d-16619d764760",
    "created_at": "2026-06-08T16:08:03+01:00",
    "updated_at": "2026-06-08T16:08:03+01:00",
    "date": "2022-07-15",
    "amount": {
      "amount": "12399",
      "currency": "GBP",
      "formatted": "£123.99"
    },
    "reference": "VitalityLtd",
    "metadata": {
      "client_name": "Gareth Thompson"
    },
    "filename": "Natwest June 2022 Statement.xlsx",
    "bank_statement": "App\\Http\\Resources\\BankStatementResource",
    "statement": "App\\Http\\Resources\\StatementResource",
    "account": "App\\Http\\Resources\\AccountResource",
    "firm": "App\\Http\\Resources\\FirmResource"
  },
  "account": {
    "uuid": "8e42cef3-0c20-4d2f-8410-60cc6e1fd9e4",
    "created_at": "2026-06-08T16:08:03+01:00",
    "updated_at": "2026-06-08T16:08:03+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": "2026-06-08T16:08:03+01:00",
    "next_review_date": "2026-06-08T16:08:03+01:00",
    "previous_review_date": "2026-06-08T16:08:03+01:00",
    "anniversary_review_date": "2026-06-08T16:08:03+01:00",
    "terms_of_business_at": "2026-06-08T16:08:03+01:00",
    "client_agreement_at": "2026-06-08T16:08:03+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": "2026-06-08",
    "last_interaction_at": "2026-06-08 16:08:03",
    "referral_code": "ABC12345",
    "permissions": {
      "firm:read": [
        "firm"
      ],
      "network:read": [
        "network:uuid"
      ]
    },
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
  }
}