Get all fact-find blocks for a section 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/{factFindSection_uuid}/blocks
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • factFindTemplate_uuid string Required
  • factFindSection_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.

  • filter[default_block_id] string

    Filter by default block id.

  • 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_section object
        Hide fact_find_section attributes Show fact_find_section 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

            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 template.

          • description

            A brief description of the template.

          • opening_statement

            An opening statement shown at the start of the fact-find.

          • closing_statement

            A closing statement shown at the end of the fact-find.

          • is_published

            Whether the fact-find template is published and available for use.

          • is_locked

            Whether the template is locked from edits because at least one client has an in-flight session against it. Clone the template to make changes.

          • active_session_count

            Number of in-flight client sessions blocking edits to this template.

        • name string
        • introduction_html string
        • position integer
        • is_complete boolean
        • blocks object
          Hide blocks attributes Show blocks 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 block.

          • introduction_html

            HTML introduction shown at the start of this block.

          • position

            The position/order of this block within the section.

      • name string
      • introduction_html string
      • position integer
GET /api/v2/fact-find/templates/{factFindTemplate_uuid}/sections/{factFindSection_uuid}/blocks 
curl \
 --request GET 'https://api.plannrcrm.com/api/v2/fact-find/templates/6ff8f7f6-1eb3-3525-be4a-3932c805afed/sections/6ff8f7f6-1eb3-3525-be4a-3932c805afed/blocks' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "data": [
    {
      "uuid": "85bd883c-8c0a-42df-919c-9a92c75f56a4",
      "created_at": "2026-08-28T07:35:00+01:00",
      "updated_at": "2026-08-28T07:35:00+01:00",
      "fact_find_section": {
        "uuid": "b7f5022d-dd45-4179-8852-13b3acd4db5a",
        "created_at": "2026-08-28T07:35:00+01:00",
        "updated_at": "2026-08-28T07:35:00+01:00",
        "fact_find_template": {
          "uuid": "f00823fc-8ec7-44de-91b7-7c4d72ae8bd2",
          "created_at": "2026-08-28T07:35:05+01:00",
          "updated_at": "2026-08-28T07:35:05+01:00",
          "name": "My Fact-Find Template",
          "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,
          "is_locked": false,
          "active_session_count": 0
        },
        "name": "Personal Details",
        "introduction_html": "<p>Please provide your personal details below.</p>",
        "position": 1,
        "is_complete": false,
        "blocks": {
          "uuid": "66e2bafd-bb39-4304-b19e-141289400be6",
          "created_at": "2026-08-28T07:35:05+01:00",
          "updated_at": "2026-08-28T07:35:05+01:00",
          "name": "Income Details",
          "introduction_html": "<p>Please provide your income details below.</p>",
          "position": 1
        }
      },
      "name": "Income Details",
      "introduction_html": "<p>Please provide your income details below.</p>",
      "position": 1
    }
  ]
}