Get all fact-find sections for a template 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/v2/fact-find/templates/{factFindTemplate_uuid}/sections
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • factFindTemplate_uuid string Required

Query parameters

  • filter[uuid] string

    Filter by a comma separated list of UUIDs.

  • filter[name] string

    Filter by a given name. Partial filter.

  • sort string

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

  • 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
      • fact_find_template object
        Hide fact_find_template attributes Show fact_find_template attributes object
        • uuid string
        • created_at string
        • updated_at string
        • name string
        • display_name string
        • description string
        • opening_statement string
        • closing_statement string
        • is_published boolean
        • archived_at string
        • is_archived boolean
        • is_locked boolean
        • active_session_count integer
        • sections object
          Hide sections attributes Show sections 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 fact find section.

          • introduction_html

            HTML introduction shown at the start of this section.

          • position

            The position/order of this section within the template.

          • is_complete

            Whether the section has been completed by the fact find pass.

      • name string
      • introduction_html string
      • position integer
      • is_complete boolean
      • blocks object
        Hide blocks attributes Show blocks attributes object
        • uuid string
        • created_at string
        • updated_at string
        • fact_find_section object
          Hide fact_find_section attributes Show fact_find_section 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 fact find section.

          • introduction_html

            HTML introduction shown at the start of this section.

          • position

            The position/order of this section within the template.

          • is_complete

            Whether the section has been completed by the fact find pass.

        • name string
        • introduction_html string
        • position integer
GET /api/v2/fact-find/templates/{factFindTemplate_uuid}/sections 
curl \
 --request GET 'https://api.plannrcrm.com/api/v2/fact-find/templates/6ff8f7f6-1eb3-3525-be4a-3932c805afed/sections' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "data": [
    {
      "uuid": "8d0fd612-62cd-484a-9d82-35c84bac82bc",
      "created_at": "2026-10-30T16:30:06+00:00",
      "updated_at": "2026-10-30T16:30:06+00:00",
      "fact_find_template": {
        "uuid": "fb7a0ff5-fd50-4425-8dd7-7fc4b9b8e3d3",
        "created_at": "2026-10-30T16:30:06+00:00",
        "updated_at": "2026-10-30T16:30:06+00:00",
        "name": "My Fact-Find Template",
        "display_name": "Welcome Pack",
        "description": "A comprehensive fact-find template for new clients.",
        "opening_statement": "Welcome to our fact-find process...",
        "closing_statement": "Thank you for completing the fact find",
        "is_published": true,
        "archived_at": "2026-10-29T16:30:06+00:00",
        "is_archived": false,
        "is_locked": false,
        "active_session_count": 0,
        "sections": {
          "uuid": "67bbd369-4355-495e-b4b2-db6b67cf29ea",
          "created_at": "2026-10-30T16:30:12+00:00",
          "updated_at": "2026-10-30T16:30:12+00:00",
          "name": "Personal Details",
          "introduction_html": "<p>Please provide your personal details below.</p>",
          "position": 1,
          "is_complete": false
        }
      },
      "name": "Personal Details",
      "introduction_html": "<p>Please provide your personal details below.</p>",
      "position": 1,
      "is_complete": false,
      "blocks": {
        "uuid": "a4f36574-0e6b-4acd-92cf-74221e7e7358",
        "created_at": "2026-10-30T16:30:06+00:00",
        "updated_at": "2026-10-30T16:30:06+00:00",
        "fact_find_section": {
          "uuid": "67bbd369-4355-495e-b4b2-db6b67cf29ea",
          "created_at": "2026-10-30T16:30:12+00:00",
          "updated_at": "2026-10-30T16:30:12+00:00",
          "name": "Personal Details",
          "introduction_html": "<p>Please provide your personal details below.</p>",
          "position": 1,
          "is_complete": false
        },
        "name": "Income Details",
        "introduction_html": "<p>Please provide your income details below.</p>",
        "position": 1
      }
    }
  ]
}