Get a bank account 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"
}
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GET /api/v2/bank-accounts/{uuid}
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • uuid string Required

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.

    • account_name string

      The name of the bank account

    • account_holders string

      The name of the bank account holder(s) as it appears on statements

    • account_number string

      The bank account number

    • sort_code string

      The bank account sort code

    • accounts object

      The accounts linked to this bank account

      Hide accounts attributes Show accounts 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 string
GET /api/v2/bank-accounts/{uuid} 
curl \
 --request GET 'https://api.plannrcrm.com/api/v2/bank-accounts/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "uuid": "f49c2d84-abb4-468b-9a28-599e555d9286",
  "created_at": "2026-06-09T14:10:15+01:00",
  "updated_at": "2026-06-09T14:10:15+01:00",
  "account_name": "Savings Account",
  "account_holders": "Mr John A Smith",
  "account_number": "12345678",
  "sort_code": "123456",
  "accounts": {
    "uuid": "6f4d7031-ff6d-43d7-b8a7-52ec2b12ca6e",
    "created_at": "2026-06-09T14:10:15+01:00",
    "updated_at": "2026-06-09T14:10:15+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": "App\\Http\\Resources\\ExternalReferenceResource"
  }
}