Get all tasks on a firm. 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"
  }
}
Close
GET /api/v1/task
Personal access token & O auth2

Constrained by the user role. For example, owners and admins can see all tasks. Members can only see tasks within groups they can access and clients can only see tasks they have access to.

Headers

  • X-PLANNR-ACCOUNT-UUID string

Query parameters

  • include string

    Comma separated list of relationships to include in the response. Valid relationships are [author, completed_by, parent_task, related_tasks, custom_fields, workflow_task].

  • per_page integer

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

  • filter[name] string

    Filter Task name.

  • filter[taskable_type] string

    Taskable type. Can be 'plan' or 'case'.

  • filter[taskable_uuid] string

    Taskable uuid.

  • filter[client_uuid] string

    Client Taskable uuid.

  • filter[priority] string

    Priority. Available options are highest, high, medium, and low.

  • filter[assigned_to_uuids] string

    Filter tasks that have been assigned to the account UUIDs.

  • filter[circle_uuids] string

    Filter tasks that have been assigned to the account UUIDs within the specified circles.

  • filter[status_uuid] string

    Status uuid. The task's status uuid.

  • filter[due_before] string

    date Filter tasks that have a due at date before.

  • filter[due_after] string

    date Filter tasks that have a due at date after.

  • filter[has_due_date] boolean

    Filter tasks that have a due at date or not.

  • filter[open_tasks] boolean

    Only show open tasks. When true, this will filter tasks in the "Completed" or "Archived" columns.

  • filter[completed_status] boolean

    Filter tasks which have a system status of type completed.

  • filter[archived_status] boolean

    Filter tasks which have a system status of type archived.

  • filter[not_started_status] boolean

    Filter tasks which have a system status of type not started.

  • filter[show_child_tasks] boolean

    (deprecated, use subtask_visibility instead) Show child tasks in the top-level list. Defaults to false.

  • filter[subtask_visibility] string

    Filter subtasks in the top-level list. options are: include, exclude or only.

  • filter[unassigned_task_visibility] string

    Filter unassigned subtasks in the top-level list. options are: include, exclude or only.

  • filter[is_recurring] boolean

    Filter recurring tasks.

  • sort string

    Field to sort by. Valid fields are [created_at, updated_at, name, priority, due_at, completed_last]. 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
      • created_at string
      • updated_at string
      • name string
      • priority string
      • position integer
      • due_at string
      • status object
        Hide status attributes Show status attributes object
        • uuid string
        • created_at string
        • updated_at string
        • name string
        • colour string
        • position integer
        • is_type_completed boolean
        • is_archived boolean
        • is_not_started boolean
      • taskable_type string
      • taskable object
        Hide taskable attributes Show taskable attributes object
        • uuid string
        • created_at string
        • updated_at string
        • name string
        • slug string
        • status object
          Hide status attributes Show status 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 status.

          • colour

            The colour of the status.

          • position

            The position of the status.

          • is_type_completed

            Indicates if the status is for a completed case type.

        • type object
          Hide type attributes Show type attributes object
          • uuid

            The UUID of the type

          • name

            Name of the type

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

        • 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 object
          Hide participants attributes Show participants 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

        • task_board_uuid string
        • plans object
          Hide plans attributes Show plans 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.

          • opened_at

            Timestamp of when the plan was originally opened

          • name

            Name of the plan

          • type

            Type of plan, this will indicate what to expect from the fields attribute

          • sub_type

            Plan sub type

          • abstract_type

            describes if the plan is an asset, protection or liability

          • policy_number

            The policy number on the main sub account of the plan

          • proposal_reference

            The proposal reference on the main sub account of the plan

          • status

            Plan status

          • inactive_at

            Timestamp of when the plan became inactive

          • inactive_reason

            Reason for inactivity

          • agency_in_your_name

            Denotes if plan has agency in your name

          • agency_in_your_name_from

            Date the agency was in your name from

          • originally_sold_by_firm

            Denotes if the plan was originally sold by your firm

          • under_advice

            Denotes if plan is under advice

          • visible_on_client_portal

            Denotes if this plan is visible to clients on the client portal

          • include_in_client_valuation

            Denotes if this plan should be included in the client valuation

          • show_on_joint

            Denotes if this individual account can be seen when viewing joint plans on any joint accounts the individual client is a part of

          • shown_on_circles

            Determines if plan should be shown on a circle

          • review_date

            Review date

          • on_panel

            On panel

          • is_group_scheme

            Denotes if the plan is a group scheme plan. When a plan is a group scheme plan you will be able to manage group scheme members and sub schemes.

          • is_sub_group_scheme

            Denotes if the plan is a sub-scheme of a group scheme.

          • is_group_scheme_member

            Denotes if the plan is group scheme member plan. Each group scheme member is their own plan for maximum customisation.

          • advice_area

            The advice area of the plan based on the plan's sub type.

          • total_benefit_amount

            Total amount benefit of all covers

          • total_benefits

            Total benefits broken down in to cover types

          • value

            Total value of the plan

          • valued_at

            When the plan was last valued - Please note this is likely going to be the current date. If you would like to see the last real date it was valued by a provider or created manually, use original_valued_at

          • original_valued_at

            When the plan was originally valued - Please note our plans is valued daily but this is the date the valuation was originally added to the system.

          • statistics

            The statistics on a plan. Only displayed when you retrieve an individual plan

          • is_wrap_product

            Determines if the plan is a wrap plan

          • is_wrap_child

            Determines if the plan is a wrap child

          • can_be_deleted

            Denotes if the plan can be deleted

        • 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.

      • author object
        Hide author attributes Show author 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
        • 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.

      • assigned_to array[object]
        Hide assigned_to attributes Show assigned_to 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
        • 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.

      • completed_at string
      • completed_by object
        Hide completed_by attributes Show completed_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
        • 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.

      • workflow_task object
        Hide workflow_task attributes Show workflow_task attributes object
        • uuid string
        • created_at string
        • updated_at string
        • name string
        • description string
        • priority string
        • position integer
        • task_status object
          Hide task_status attributes Show task_status 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 status

          • colour

            Status colour

          • position

            The position of the status

          • is_type_completed

            Whether the status is a completed status

          • is_archived

            Whether the status is a archived status

          • is_not_started

            Whether the status is a not started status

        • offset_due_at_by integer
        • visible_to_clients boolean
        • auto_assign_assigned_adviser boolean
        • auto_assign_assigned_administrator boolean
        • auto_assign_clients boolean
        • author object
          Hide author attributes Show author 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

        • participants object
          Hide participants attributes Show participants 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

        • 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

        • location_uuid string
        • parent object
          Hide parent attributes Show parent 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 task

          • description

            The extra description added to a task

          • priority

            The priority level of the task (e.g p1, p2, p3, p4)

          • position

            The task position.

          • offset_due_at_by

            How many days from the day the workflow is run should the due at be set by.

          • visible_to_clients

            Indicator for if the task is visible to clients.

          • auto_assign_assigned_adviser

            Denotes if the task will auto-assign the assigned adviser / assigned adviser of the client when it is created.

          • auto_assign_assigned_administrator

            Denotes if the task will auto-assign the administrator of the client when it is created.

          • auto_assign_clients

            Denotes if the task will auto-assign the clients when it is created. If the workflow is run on a case then all the clients on the case will be assigned.

          • location_uuid

            The parent task or workflow trigger task this task is a child of.

          • is_trigger_task

            Denotes if this is a triggered task.

        • trigger object
          Hide trigger attributes Show trigger 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 task

          • description

            The extra description added to a task

          • priority

            The priority level of the task (e.g p1, p2, p3, p4)

          • position

            The task position.

          • offset_due_at_by

            How many days from the day the workflow is run should the due at be set by.

          • visible_to_clients

            Indicator for if the task is visible to clients.

          • auto_assign_assigned_adviser

            Denotes if the task will auto-assign the assigned adviser / assigned adviser of the client when it is created.

          • auto_assign_assigned_administrator

            Denotes if the task will auto-assign the administrator of the client when it is created.

          • auto_assign_clients

            Denotes if the task will auto-assign the clients when it is created. If the workflow is run on a case then all the clients on the case will be assigned.

          • location_uuid

            The parent task or workflow trigger task this task is a child of.

          • is_trigger_task

            Denotes if this is a triggered task.

        • trigger_tasks object
          Hide trigger_tasks attributes Show trigger_tasks 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 task

          • description

            The extra description added to a task

          • priority

            The priority level of the task (e.g p1, p2, p3, p4)

          • position

            The task position.

          • offset_due_at_by

            How many days from the day the workflow is run should the due at be set by.

          • visible_to_clients

            Indicator for if the task is visible to clients.

          • auto_assign_assigned_adviser

            Denotes if the task will auto-assign the assigned adviser / assigned adviser of the client when it is created.

          • auto_assign_assigned_administrator

            Denotes if the task will auto-assign the administrator of the client when it is created.

          • auto_assign_clients

            Denotes if the task will auto-assign the clients when it is created. If the workflow is run on a case then all the clients on the case will be assigned.

          • location_uuid

            The parent task or workflow trigger task this task is a child of.

          • is_trigger_task

            Denotes if this is a triggered task.

        • sub_tasks object
          Hide sub_tasks attributes Show sub_tasks 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 task

          • description

            The extra description added to a task

          • priority

            The priority level of the task (e.g p1, p2, p3, p4)

          • position

            The task position.

          • offset_due_at_by

            How many days from the day the workflow is run should the due at be set by.

          • visible_to_clients

            Indicator for if the task is visible to clients.

          • auto_assign_assigned_adviser

            Denotes if the task will auto-assign the assigned adviser / assigned adviser of the client when it is created.

          • auto_assign_assigned_administrator

            Denotes if the task will auto-assign the administrator of the client when it is created.

          • auto_assign_clients

            Denotes if the task will auto-assign the clients when it is created. If the workflow is run on a case then all the clients on the case will be assigned.

          • location_uuid

            The parent task or workflow trigger task this task is a child of.

          • is_trigger_task

            Denotes if this is a triggered task.

        • 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

        • workflow object
          Hide workflow attributes Show workflow attributes object
          • uuid

            UUID of the account

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • name

            Name of the workflow

          • type

            The type of workflow.

          • tasks_count

            The number of tasks on the workflow.

        • is_trigger_task boolean
      • workflow object
        Hide workflow attributes Show workflow attributes object
        • uuid string
        • name string
      • is_recurring boolean
      • recurring_frequency string
      • recurring_last_run string
      • recurring_next_run 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
GET /api/v1/task 
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/task' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "data": [
    {
      "uuid": "498329c7-352b-4f19-8ed2-aebe3eba0440",
      "created_at": "2026-07-17T15:25:29+01:00",
      "updated_at": "2026-07-17T15:25:29+01:00",
      "name": "Document the transaction",
      "priority": "high",
      "position": 1,
      "due_at": "2021-01-01 00:00:00",
      "status": {
        "uuid": "6d7bf936-a784-4ef6-873e-db3c9b127b18",
        "created_at": "2026-07-17T15:25:29+01:00",
        "updated_at": "2026-07-17T15:25:29+01:00",
        "name": "Incomplete",
        "colour": "#398898",
        "position": 1,
        "is_type_completed": false,
        "is_archived": false,
        "is_not_started": false
      },
      "taskable_type": "case",
      "taskable": {
        "uuid": "bee9bc34-1a67-42d8-a524-c5fa37b190b3",
        "created_at": "2026-07-17T15:25:29+01:00",
        "updated_at": "2026-07-17T15:25:29+01:00",
        "name": "finance",
        "slug": "finance",
        "status": {
          "uuid": "448db5f9-a642-42a5-8a99-7e5a179d16dc",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "name": "To Be Reviewed",
          "colour": "#23852B",
          "position": 5,
          "is_type_completed": false
        },
        "type": {
          "uuid": null,
          "name": "Mortgage Plan",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00"
        },
        "review_at": "2026-07-17T15:25:29+01:00",
        "assigned_to_uuids": [
          "4ea8242d-5b44-4a73-8b13-76f962c48eb5"
        ],
        "group_uuids": [
          "ad0af48f-7279-4346-b29d-d79620a5dbfc"
        ],
        "completed_at": "2026-07-17T15:25:29+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": {
          "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"
            ]
          }
        },
        "task_board_uuid": "a36f3ce7-7da1-4c02-aba2-e59d38d5c641",
        "plans": {
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          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "opened_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+01:00",
          "inactive_reason": "claimed",
          "agency_in_your_name": true,
          "agency_in_your_name_from": "2025-07-17",
          "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": "2025-07-17",
          "on_panel": true,
          "is_group_scheme": false,
          "is_sub_group_scheme": false,
          "is_group_scheme_member": false,
          "advice_area": "non_investment_insurance",
          "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": null,
              "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": null,
                "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": null,
                "description": "Currency of the money"
              }
            }
          },
          "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": null,
              "description": "Currency of the money"
            }
          },
          "valued_at": "2026-07-17T15:25:36+01:00",
          "original_valued_at": "2026-07-16T15:25:36+01:00",
          "statistics": {
            "recent_growth": 100
          },
          "is_wrap_product": false,
          "is_wrap_child": false,
          "can_be_deleted": "false"
        },
        "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."
        }
      },
      "author": {
        "uuid": "b13a50ee-a08a-4acb-95cd-455bad45e60c",
        "created_at": "2026-07-17T15:25:29+01:00",
        "updated_at": "2026-07-17T15:25:29+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",
        "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"
        }
      },
      "assigned_to": [
        {
          "uuid": "028eef94-6caf-4072-9371-074837911ebe",
          "created_at": "2026-07-17T15:25:29+01:00",
          "updated_at": "2026-07-17T15:25:29+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",
          "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"
          }
        }
      ],
      "completed_at": "2021-01-01 00:00:00",
      "completed_by": {
        "uuid": "7a386ed2-fcee-46cd-aaf1-dbaf808ed280",
        "created_at": "2026-07-17T15:25:29+01:00",
        "updated_at": "2026-07-17T15:25:29+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",
        "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"
        }
      },
      "workflow_task": {
        "uuid": "71149342-6f79-4b49-9c40-3ad8702e87e0",
        "created_at": "2026-07-17T15:25:29+01:00",
        "updated_at": "2026-07-17T15:25:29+01:00",
        "name": "Mortgage Review",
        "description": "We need to run through a mortgage review with Gareth, as he can probably find a better deal.",
        "priority": "high",
        "position": 2,
        "task_status": {
          "uuid": "e947ba0e-8b4f-452e-87fa-f6a1ea6d77c1",
          "created_at": "2026-07-17T15:25:37+01:00",
          "updated_at": "2026-07-17T15:25:37+01:00",
          "name": "Incomplete",
          "colour": "#398898",
          "position": 1,
          "is_type_completed": false,
          "is_archived": false,
          "is_not_started": false
        },
        "offset_due_at_by": 2,
        "visible_to_clients": true,
        "auto_assign_assigned_adviser": true,
        "auto_assign_assigned_administrator": true,
        "auto_assign_clients": true,
        "author": {
          "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"
            ]
          }
        },
        "participants": {
          "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"
            ]
          }
        },
        "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"
        },
        "location_uuid": "90d5213b-d34b-44b2-abe9-5442fff0d7bb",
        "parent": {
          "uuid": "892542e6-2a93-433b-b737-0612368a8581",
          "created_at": "2026-07-17T15:25:37+01:00",
          "updated_at": "2026-07-17T15:25:37+01:00",
          "name": "Mortgage Review",
          "description": "We need to run through a mortgage review with Gareth, as he can probably find a better deal.",
          "priority": "high",
          "position": 2,
          "offset_due_at_by": 2,
          "visible_to_clients": true,
          "auto_assign_assigned_adviser": true,
          "auto_assign_assigned_administrator": true,
          "auto_assign_clients": true,
          "location_uuid": "29cb632d-f813-48d4-bd97-0780a8a4c51a",
          "is_trigger_task": true
        },
        "trigger": {
          "uuid": "892542e6-2a93-433b-b737-0612368a8581",
          "created_at": "2026-07-17T15:25:37+01:00",
          "updated_at": "2026-07-17T15:25:37+01:00",
          "name": "Mortgage Review",
          "description": "We need to run through a mortgage review with Gareth, as he can probably find a better deal.",
          "priority": "high",
          "position": 2,
          "offset_due_at_by": 2,
          "visible_to_clients": true,
          "auto_assign_assigned_adviser": true,
          "auto_assign_assigned_administrator": true,
          "auto_assign_clients": true,
          "location_uuid": "29cb632d-f813-48d4-bd97-0780a8a4c51a",
          "is_trigger_task": true
        },
        "trigger_tasks": {
          "uuid": "892542e6-2a93-433b-b737-0612368a8581",
          "created_at": "2026-07-17T15:25:37+01:00",
          "updated_at": "2026-07-17T15:25:37+01:00",
          "name": "Mortgage Review",
          "description": "We need to run through a mortgage review with Gareth, as he can probably find a better deal.",
          "priority": "high",
          "position": 2,
          "offset_due_at_by": 2,
          "visible_to_clients": true,
          "auto_assign_assigned_adviser": true,
          "auto_assign_assigned_administrator": true,
          "auto_assign_clients": true,
          "location_uuid": "29cb632d-f813-48d4-bd97-0780a8a4c51a",
          "is_trigger_task": true
        },
        "sub_tasks": {
          "uuid": "892542e6-2a93-433b-b737-0612368a8581",
          "created_at": "2026-07-17T15:25:37+01:00",
          "updated_at": "2026-07-17T15:25:37+01:00",
          "name": "Mortgage Review",
          "description": "We need to run through a mortgage review with Gareth, as he can probably find a better deal.",
          "priority": "high",
          "position": 2,
          "offset_due_at_by": 2,
          "visible_to_clients": true,
          "auto_assign_assigned_adviser": true,
          "auto_assign_assigned_administrator": true,
          "auto_assign_clients": true,
          "location_uuid": "29cb632d-f813-48d4-bd97-0780a8a4c51a",
          "is_trigger_task": true
        },
        "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"
        },
        "workflow": {
          "uuid": "40642913-9ca1-435b-a5a1-f4df2b89f3aa",
          "created_at": "2026-07-17T15:25:37+01:00",
          "updated_at": "2026-07-17T15:25:37+01:00",
          "name": "Pension Transfer",
          "type": "simple",
          "tasks_count": 5
        },
        "is_trigger_task": true
      },
      "workflow": {
        "uuid": "d9cdab61-c973-4b62-95ec-cdd708155c32",
        "name": "New Client Onboarding"
      },
      "is_recurring": true,
      "recurring_frequency": "weekly",
      "recurring_last_run": "2026-01-01 00:00:00",
      "recurring_next_run": "2026-01-01 00:00:00",
      "custom_fields": [
        {
          "uuid": "2e571f19-085a-4f39-9f4e-0b48cf488abb",
          "created_at": "2026-07-17T15:25:29+01:00",
          "updated_at": "2026-07-17T15:25:29+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."
        }
      ]
    }
  ]
}