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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

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

GET /api/v2/fact-find/templates/{factFindTemplate_uuid}/active-sessions

Personal access token & O auth2

Returns one row per distinct account with at least one active session against this template, so John Smith with three in-flight sessions appears once with active_session_count: 3 rather than three duplicate rows. Circle sessions naturally expand to one row per attached account.

Headers

X-PLANNR-ACCOUNT-UUID string

Path parameters

factFindTemplate_uuid string Required

Query parameters

filter[account_uuids] string

Filter by a comma separated list of account UUIDs.
filter[name] string

Filter by account name. Partial match against first_name, last_name and entity_name.
sort string

Field to sort by. Valid fields are [latest_session_updated_at, active_session_count, first_name, last_name]. Negative sign to denote DESC. Defaults to '-latest_session_updated_at'.
per_page integer

Number of results per page (default 15).

Responses

200 application/json
Hide response attribute Show response attribute object
- data array[object]
  
  Hide data attributes Show data attributes object
  
  account_uuid string
  
  account_name string
  
  active_session_count integer
  
  latest_session_updated_at string

GET /api/v2/fact-find/templates/{factFindTemplate_uuid}/active-sessions

curl \
 --request GET 'https://api.plannrcrm.com/api/v2/fact-find/templates/6ff8f7f6-1eb3-3525-be4a-3932c805afed/active-sessions' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"

Response examples (200)

{
  "data": [
    [
      {
        "account_uuid": "a88e386b-3d36-4c9f-be1a-e1407c1a5d28",
        "account_name": "John Smith",
        "active_session_count": 3,
        "latest_session_updated_at": "2026-05-07T20:15:00+00:00"
      }
    ]
  ]
}