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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/holdings
Personal access token & O auth2

This endpoint returns every holding in the firm that the authenticated account is permitted to see. Employees see holdings on the plans they can read (all plans with plans:readAll, otherwise the plans owned by clients in their groups). Clients see holdings on their own plans that are visible on the client portal.

Iterating the full dataset. Holdings is the largest dataset in a firm and can run to millions of rows. When paging through the whole set you must use cursor pagination by sending the X-PLANNR-CURSOR-PAGINATION: true header. Each page then costs the same regardless of how deep you are, whereas page based pagination gets slower the further you go. In cursor mode the response does not include meta.total or meta.last_page; follow links.next (or meta.next_cursor) until it is null. For incremental syncs, use filter[updated_at] to fetch only holdings changed since your last run.

Holdings in proposed portfolios are excluded. Only active holdings are returned unless filter[is_active] is set.

Headers

  • X-PLANNR-ACCOUNT-UUID string
  • X-PLANNR-CURSOR-PAGINATION string

Query parameters

  • filter[uuid] string

    Filter by a comma separated list of holding UUIDs.

  • filter[plan_uuids] string

    Filter by a comma separated list of plan UUIDs.

  • filter[sub_account_uuids] string

    Filter by a comma separated list of sub account UUIDs.

  • filter[plan_types] string

    Comma separated list of plan types. Valid types are [cash_account, investment, protection_policy, pension, annuity, general_insurance, group_protection, mortgage, loan_credit, fixed_asset].

  • filter[plan_sub_types] string

    Comma separated list of plan sub types.

  • filter[provider_uuids] string

    Comma separated list of provider UUIDs. Returns holdings on plans whose provider is in the list. This is the plan's provider, not the free text provider field on the holding.

  • filter[exclude_provider_uuids] string

    Comma separated list of provider UUIDs to exclude. Returns holdings on plans whose provider is not in the list, including plans with no provider.

  • filter[is_active] boolean

    Filter by active state. Defaults to true.

  • filter[updated_at] string

    Filter by updated at date. Can use operands such as >=, <>, > and combine as a range by providing two values separated by comma.

  • include string

    Comma separated list of relationships to include in the response. Valid relationships are [plan, sub_account, portfolio, external_references].

  • sort string

    Field to sort by. Valid fields are [created_at]. Negative sign to denote DESC. Defaults to 'created_at'. Use the default when iterating with cursor pagination.

  • 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
      • plan_uuid string
      • sub_account_uuid string
      • fund_name string
      • reference string
      • provider string
      • sector string
      • sedol string
      • isin string
      • citi string
      • units integer
      • unit_price object
        Hide unit_price attributes Show unit_price 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
      • unit_price_raw integer
      • purchase_price object
        Hide purchase_price attributes Show purchase_price 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
      • 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
      • currency string
      • is_active boolean
      • plan object
        Hide plan attributes Show plan attributes object
        • uuid string
        • created_at string
        • updated_at string
        • opened_at string
        • name string
        • type string
        • sub_type string
        • abstract_type string
        • policy_number string
        • proposal_reference string
        • status string
        • inactive_at string
        • inactive_reason string
        • agency_in_your_name boolean
        • agency_in_your_name_from string
        • originally_sold_by_firm boolean
        • under_advice boolean
        • visible_on_client_portal boolean
        • include_in_client_valuation boolean
        • show_on_joint boolean
        • shown_on_circles boolean
        • review_date string
        • on_panel boolean
        • is_group_scheme boolean
        • is_sub_group_scheme boolean
        • is_group_scheme_member boolean
        • advice_area string
        • main_account object
          Hide main_account attributes Show main_account attributes object
          • uuid

            UUID of the sub account

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was created.

          • name

            Descriptive name of the sub account

          • policy_number

            Provider reference of the sub account

          • is_main_account

            Denotes if the sub account a main account of the plan

          • statistics

            The statistics on a sub account. Only displayed when you retrieve an individual sub-account.

        • sub_accounts object
          Hide sub_accounts attributes Show sub_accounts attributes object
          • uuid

            UUID of the sub account

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was created.

          • name

            Descriptive name of the sub account

          • policy_number

            Provider reference of the sub account

          • is_main_account

            Denotes if the sub account a main account of the plan

          • statistics

            The statistics on a sub account. Only displayed when you retrieve an individual sub-account.

        • provider object
          Hide provider attributes Show provider attributes object
          • uuid

            UUID of the provider

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was updated.

          • name

            Provider name

          • slug

            Provider name slug

        • covers object
          Hide covers attributes Show covers 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.

          • cover_type

            Cover type

          • benefit_amount

            Benefit amount

          • benefit_frequency

            Benefit frequency

          • benefit_status

            Benefit status

          • excess

            Excess

          • indexation

            Indexation percentage

        • claims object
          Hide claims attributes Show claims 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.

          • claim_amount

            Claim amount

          • claim_start_date

            Claim start date

          • claim_end_date

            Claim end date

          • claim_notes

            Claim notes

        • total_benefit_amount object
          Hide total_benefit_amount attributes Show total_benefit_amount 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
        • total_benefits object
          Hide total_benefits attributes Show total_benefits attributes object
          • critical_illness object
            Hide critical_illness attributes Show critical_illness 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
          • family_income_benefit object
            Hide family_income_benefit attributes Show family_income_benefit 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
        • latest_valuations object
          Hide latest_valuations attributes Show latest_valuations 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.

          • valued_at

            Valued at

          • value

            Valuation

        • 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
        • valued_at string
        • original_valued_at string
        • client object
          Hide client attributes Show client 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)

          • is_out_of_office

            Denotes whether the account is currently within an active Out of Office window (employees only)

          • out_of_office_from

            Start of the Out of Office period (employees only). Null when not out of office

          • out_of_office_until

            End of the Out of Office period (employees only). Null when not out of office

          • out_of_office_message

            Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

          • is_pending_fact_find_account

            Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

          • permissions

            Permission map where keys are permission names and values are target arrays

          • managed_by_head_office

            Whether head office set this employee's firm role from their enterprise role. The firm can add restrictions on top but cannot change or remove the role itself.

        • accounts object
          Hide accounts attributes Show accounts 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)

          • is_out_of_office

            Denotes whether the account is currently within an active Out of Office window (employees only)

          • out_of_office_from

            Start of the Out of Office period (employees only). Null when not out of office

          • out_of_office_until

            End of the Out of Office period (employees only). Null when not out of office

          • out_of_office_message

            Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

          • is_pending_fact_find_account

            Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

          • permissions

            Permission map where keys are permission names and values are target arrays

          • managed_by_head_office

            Whether head office set this employee's firm role from their enterprise role. The firm can add restrictions on top but cannot change or remove the role itself.

        • seller object
          Hide seller attributes Show seller 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)

          • is_out_of_office

            Denotes whether the account is currently within an active Out of Office window (employees only)

          • out_of_office_from

            Start of the Out of Office period (employees only). Null when not out of office

          • out_of_office_until

            End of the Out of Office period (employees only). Null when not out of office

          • out_of_office_message

            Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

          • is_pending_fact_find_account

            Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

          • permissions

            Permission map where keys are permission names and values are target arrays

          • managed_by_head_office

            Whether head office set this employee's firm role from their enterprise role. The firm can add restrictions on top but cannot change or remove the role itself.

        • linked_owners object
          Hide linked_owners attributes Show linked_owners 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)

          • is_out_of_office

            Denotes whether the account is currently within an active Out of Office window (employees only)

          • out_of_office_from

            Start of the Out of Office period (employees only). Null when not out of office

          • out_of_office_until

            End of the Out of Office period (employees only). Null when not out of office

          • out_of_office_message

            Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

          • is_pending_fact_find_account

            Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

          • permissions

            Permission map where keys are permission names and values are target arrays

          • managed_by_head_office

            Whether head office set this employee's firm role from their enterprise role. The firm can add restrictions on top but cannot change or remove the role itself.

        • linked_plans object
          Hide linked_plans attributes Show linked_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

        • visible_to_circles object
          Hide visible_to_circles attributes Show visible_to_circles 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 Circle name

          • photo_url

            URL for initial avatar image

          • bg_colour

            Hex colour background for avatar

          • has_portal_access

            Whether any member of the circle has portal access

          • portal_access_status

            Aggregated portal access status: active, never_logged_in, or no_portal_access

          • engagement_rating

            Aggregated engagement rating: green, amber, red, or none

          • last_login

            Most recent portal login across all circle members, including who logged in

          • portal_login_count_30d

            Total portal login count across all members in last 30 days

          • portal_login_count_90d

            Total portal login count across all members in last 90 days

          • portal_login_count_365d

            Total portal login count across all members in last 365 days

          • joint_account_uuid

            uuid of joint account where circle created from joint account

          • login_access_level

            The access level in context of an account. Note this field is only returned when using the accounts API. Available values: read and write

          • current_life_stage_uuid

            UUID of the circle's current life stage for expenditure

        • statistics object
          Hide statistics attribute Show statistics attribute object
          • recent_growth integer
        • cases object
          Hide cases attributes Show cases 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

            Name of the case

          • slug

            Slug of the case

          • review_at

            Timestamp of when the case should be reviewed

          • assigned_to_uuids

            UUIDs of accounts that will be assigned to the case when it is created.

          • group_uuids

            UUIDs of groups that will be assigned when the case is created.

          • completed_at

            Timestamp of when the case was completed

          • value

            Expected value of this case

          • status_position

            The case status's position on the status list. Starting from 1. Only used if you are formatting cases in a kanban layout.

          • participants_count

            The number of participants on the case

          • task_board_uuid

            UUID of the task board

        • 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

        • is_wrap_product boolean
        • is_wrap_child boolean
        • wrap object
          Hide wrap attributes Show wrap 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

        • wrap_children object
          Hide wrap_children attributes Show wrap_children 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

        • linked_policy_numbers object
          Hide linked_policy_numbers attributes Show linked_policy_numbers 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.

          • linked_policy_number

            The linked policy number.

        • can_be_deleted string
        • contract_enquiry_account object
          Hide contract_enquiry_account attributes Show contract_enquiry_account 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)

          • is_out_of_office

            Denotes whether the account is currently within an active Out of Office window (employees only)

          • out_of_office_from

            Start of the Out of Office period (employees only). Null when not out of office

          • out_of_office_until

            End of the Out of Office period (employees only). Null when not out of office

          • out_of_office_message

            Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

          • is_pending_fact_find_account

            Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

          • permissions

            Permission map where keys are permission names and values are target arrays

          • managed_by_head_office

            Whether head office set this employee's firm role from their enterprise role. The firm can add restrictions on top but cannot change or remove the role itself.

        • mortgage_product object
          Hide mortgage_product attributes Show mortgage_product 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.

          • provider_reference

            The provider reference for the mortgage product (if available)

          • provider_scenario_name

            The name of the scenario from the provider (if available)

          • provider_scenario_data

            Optional metadata from the mortgage provider

          • lender_name

            The name of the lender for the mortgage product

          • product_title

            The name of the mortgage product

        • 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.

        • 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.

      • sub_account object
        Hide sub_account attributes Show sub_account attributes object
        • uuid string
        • created_at string
        • updated_at string
        • name string
        • policy_number string
        • latest_valuation object
          Hide latest_valuation attributes Show latest_valuation 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.

          • valued_at

            Valued at

          • value

            Valuation

        • is_main_account boolean
        • active_portfolio object
          Hide active_portfolio attributes Show active_portfolio 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.

          • is_proposed

            Denotes if the portfolio is proposed

          • proposed_at

            The date the portfolio was proposed.

          • name

            The name of the portfolio.

        • statistics object
          Hide statistics attribute Show statistics attribute object
          • recent_growth integer
      • portfolio object
        Hide portfolio attributes Show portfolio attributes object
        • uuid string
        • created_at string
        • updated_at string
        • is_proposed boolean
        • proposed_at string
        • name string
      • external_references object
        Hide external_references attributes Show external_references attributes object
        • uuid string
        • created_at string
        • updated_at string
        • third_party string
        • reference string
GET /api/v2/holdings 
curl \
 --request GET 'https://api.plannrcrm.com/api/v2/holdings' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --header "X-PLANNR-CURSOR-PAGINATION: true"
Response examples (200) 
{
  "data": [
    {
      "uuid": "8c77b07e-bf0f-4257-95d9-176bf57f154d",
      "created_at": "2026-10-27T15:44:15+00:00",
      "updated_at": "2026-10-27T15:44:15+00:00",
      "plan_uuid": "53f22fe4-3731-4cdc-aa12-e65bd0b15e52",
      "sub_account_uuid": "6a6a176d-52bc-47f2-88c3-141d44059bcf",
      "fund_name": "Fund",
      "reference": "REF123",
      "provider": "Vanguard",
      "sector": "Europe",
      "sedol": "ACB123",
      "isin": "ACB123",
      "citi": "ACB123",
      "units": 5,
      "unit_price": {
        "amount": {
          "example": "1000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£10.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        }
      },
      "unit_price_raw": 10,
      "purchase_price": {
        "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"
        }
      },
      "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"
        }
      },
      "currency": "GBP",
      "is_active": true,
      "plan": {
        "uuid": "8a79bbff-7a89-4322-bdac-395f764fd4a8",
        "created_at": "2026-10-27T15:44:15+00:00",
        "updated_at": "2026-10-27T15:44:15+00:00",
        "opened_at": "2026-10-27T15:44:15+00:00",
        "name": "Johns ISA",
        "type": "cash_account",
        "sub_type": "lifetime isa",
        "abstract_type": "asset",
        "policy_number": "AVIVA-123",
        "proposal_reference": "AB123456",
        "status": "inactive",
        "inactive_at": "2026-10-27T15:44:15+00:00",
        "inactive_reason": "claimed",
        "agency_in_your_name": true,
        "agency_in_your_name_from": "2025-10-27",
        "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": "2025-10-27",
        "on_panel": true,
        "is_group_scheme": false,
        "is_sub_group_scheme": false,
        "is_group_scheme_member": false,
        "advice_area": "non_investment_insurance",
        "main_account": {
          "uuid": "72e86f43-9155-4f05-9c47-425e6676f641",
          "created_at": "2026-10-27T15:44:19+00:00",
          "updated_at": "2026-10-27T15:44:19+00:00",
          "name": "John's ISA",
          "policy_number": "AVI-4837",
          "is_main_account": false,
          "statistics": {
            "recent_growth": 100
          }
        },
        "sub_accounts": {
          "uuid": "72e86f43-9155-4f05-9c47-425e6676f641",
          "created_at": "2026-10-27T15:44:19+00:00",
          "updated_at": "2026-10-27T15:44:19+00:00",
          "name": "John's ISA",
          "policy_number": "AVI-4837",
          "is_main_account": false,
          "statistics": {
            "recent_growth": 100
          }
        },
        "provider": {
          "uuid": "84bdfce5-15cc-46a0-97b2-161b610a73bc",
          "created_at": "2026-10-27T15:44:19+00:00",
          "updated_at": "2026-10-27T15:44:19+00:00",
          "name": "AJ Bell",
          "slug": "aj-bell"
        },
        "covers": {
          "uuid": "7f2fa5c8-e2f5-4db0-bdeb-c2d682ba6841",
          "created_at": "2026-10-27T15:44:19+00:00",
          "updated_at": "2026-10-27T15:44:19+00:00",
          "cover_type": "critical_illness",
          "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"
            }
          },
          "benefit_frequency": "monthly",
          "benefit_status": "active",
          "excess": {
            "amount": {
              "example": "10000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "formatted": {
              "example": "£100.00",
              "description": "Money amount formatted with currency"
            },
            "currency": {
              "example": null,
              "description": "Currency of the money"
            }
          },
          "indexation": 1.4
        },
        "claims": {
          "uuid": "f3fdaf4b-e1cc-4d60-846e-6ea4d2813ddc",
          "created_at": "2026-10-27T15:44:19+00:00",
          "updated_at": "2026-10-27T15:44:19+00:00",
          "claim_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"
            }
          },
          "claim_start_date": "2025-10-27",
          "claim_end_date": "2031-10-27",
          "claim_notes": "Claim notes"
        },
        "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": "GBP",
            "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": "GBP",
              "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": "GBP",
              "description": "Currency of the money"
            }
          }
        },
        "latest_valuations": {
          "uuid": "6afa0239-7ebf-49be-9347-0ee06ca33cb9",
          "created_at": "2026-10-27T15:44:19+00:00",
          "updated_at": "2026-10-27T15:44:19+00:00",
          "valued_at": "2026-10-27T15:44:19+00:00",
          "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": 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": "GBP",
            "description": "Currency of the money"
          }
        },
        "valued_at": "2026-10-27T15:44:15+00:00",
        "original_valued_at": "2026-10-26T15:44:15+00:00",
        "client": {
          "uuid": "4dddfc6e-b0c5-4d17-97fa-67b0f94bf6a1",
          "created_at": "2026-10-27T15:44:19+00:00",
          "updated_at": "2026-10-27T15:44:19+00:00",
          "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": "2026-10-27T15:44:19+00:00",
          "next_review_date": "2026-10-27T15:44:19+00:00",
          "previous_review_date": "2026-10-27T15:44:19+00:00",
          "anniversary_review_date": "2026-10-27T15:44:19+00:00",
          "terms_of_business_at": "2026-10-27T15:44:19+00:00",
          "client_agreement_at": "2026-10-27T15:44:19+00:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-10-27",
          "last_interaction_at": "2026-10-27 15:44:19",
          "referral_code": "ABC12345",
          "is_out_of_office": true,
          "out_of_office_from": "2026-10-27T15:44:19+00:00",
          "out_of_office_until": "2026-10-27T15:44:19+00:00",
          "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
          "is_pending_fact_find_account": false,
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          },
          "managed_by_head_office": false
        },
        "accounts": {
          "uuid": "4dddfc6e-b0c5-4d17-97fa-67b0f94bf6a1",
          "created_at": "2026-10-27T15:44:19+00:00",
          "updated_at": "2026-10-27T15:44:19+00:00",
          "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": "2026-10-27T15:44:19+00:00",
          "next_review_date": "2026-10-27T15:44:19+00:00",
          "previous_review_date": "2026-10-27T15:44:19+00:00",
          "anniversary_review_date": "2026-10-27T15:44:19+00:00",
          "terms_of_business_at": "2026-10-27T15:44:19+00:00",
          "client_agreement_at": "2026-10-27T15:44:19+00:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-10-27",
          "last_interaction_at": "2026-10-27 15:44:19",
          "referral_code": "ABC12345",
          "is_out_of_office": true,
          "out_of_office_from": "2026-10-27T15:44:19+00:00",
          "out_of_office_until": "2026-10-27T15:44:19+00:00",
          "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
          "is_pending_fact_find_account": false,
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          },
          "managed_by_head_office": false
        },
        "seller": {
          "uuid": "4dddfc6e-b0c5-4d17-97fa-67b0f94bf6a1",
          "created_at": "2026-10-27T15:44:19+00:00",
          "updated_at": "2026-10-27T15:44:19+00:00",
          "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": "2026-10-27T15:44:19+00:00",
          "next_review_date": "2026-10-27T15:44:19+00:00",
          "previous_review_date": "2026-10-27T15:44:19+00:00",
          "anniversary_review_date": "2026-10-27T15:44:19+00:00",
          "terms_of_business_at": "2026-10-27T15:44:19+00:00",
          "client_agreement_at": "2026-10-27T15:44:19+00:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-10-27",
          "last_interaction_at": "2026-10-27 15:44:19",
          "referral_code": "ABC12345",
          "is_out_of_office": true,
          "out_of_office_from": "2026-10-27T15:44:19+00:00",
          "out_of_office_until": "2026-10-27T15:44:19+00:00",
          "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
          "is_pending_fact_find_account": false,
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          },
          "managed_by_head_office": false
        },
        "linked_owners": {
          "uuid": "4dddfc6e-b0c5-4d17-97fa-67b0f94bf6a1",
          "created_at": "2026-10-27T15:44:19+00:00",
          "updated_at": "2026-10-27T15:44:19+00:00",
          "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": "2026-10-27T15:44:19+00:00",
          "next_review_date": "2026-10-27T15:44:19+00:00",
          "previous_review_date": "2026-10-27T15:44:19+00:00",
          "anniversary_review_date": "2026-10-27T15:44:19+00:00",
          "terms_of_business_at": "2026-10-27T15:44:19+00:00",
          "client_agreement_at": "2026-10-27T15:44:19+00:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-10-27",
          "last_interaction_at": "2026-10-27 15:44:19",
          "referral_code": "ABC12345",
          "is_out_of_office": true,
          "out_of_office_from": "2026-10-27T15:44:19+00:00",
          "out_of_office_until": "2026-10-27T15:44:19+00:00",
          "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
          "is_pending_fact_find_account": false,
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          },
          "managed_by_head_office": false
        },
        "linked_plans": {
          "uuid": "299777a6-d3e8-440e-a970-c4e363c1bda1",
          "created_at": "2026-10-27T15:44:19+00:00",
          "updated_at": "2026-10-27T15:44:19+00:00",
          "opened_at": "2026-10-27T15:44:19+00:00",
          "name": "Johns ISA",
          "type": "cash_account",
          "sub_type": "lifetime isa",
          "abstract_type": "asset",
          "policy_number": "AVIVA-123",
          "proposal_reference": "AB123456",
          "status": "inactive",
          "inactive_at": "2026-10-27T15:44:19+00:00",
          "inactive_reason": "claimed",
          "agency_in_your_name": true,
          "agency_in_your_name_from": "2025-10-27",
          "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": "2025-10-27",
          "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": "2026-10-27T15:44:19+00:00",
          "original_valued_at": "2026-10-26T15:44:19+00:00",
          "statistics": {
            "recent_growth": 100
          },
          "is_wrap_product": false,
          "is_wrap_child": false,
          "can_be_deleted": "false"
        },
        "visible_to_circles": {
          "uuid": "1d17325c-dac7-4cd5-a8e5-e0b49c35fd42",
          "created_at": "2026-10-27T15:44:19+00:00",
          "updated_at": "2026-10-27T15:44:19+00:00",
          "name": "Jones Family",
          "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
          "bg_colour": "#35f4e1",
          "has_portal_access": true,
          "portal_access_status": "active",
          "engagement_rating": "green",
          "last_login": {
            "logged_in_at": "2026-10-27T15:44:19+00:00",
            "account_uuid": "uuid",
            "account_name": "John Smith",
            "device_type": "desktop",
            "device_platform": "macos"
          },
          "portal_login_count_30d": 5,
          "portal_login_count_90d": 12,
          "portal_login_count_365d": 48,
          "joint_account_uuid": "f54f0038-0b73-4343-902b-4ad67ed7dd70",
          "login_access_level": "write",
          "current_life_stage_uuid": "34140164-7184-4a44-a06d-b73f9fc0f6c1"
        },
        "statistics": {
          "recent_growth": 100
        },
        "cases": {
          "uuid": "c1ea9fb5-2ac2-4d4d-a943-325e020572be",
          "created_at": "2026-10-27T15:44:19+00:00",
          "updated_at": "2026-10-27T15:44:19+00:00",
          "name": "finance",
          "slug": "finance",
          "review_at": "2026-10-27T15:44:19+00:00",
          "assigned_to_uuids": [
            null
          ],
          "group_uuids": [
            null
          ],
          "completed_at": "2026-10-27T15:44:19+00:00",
          "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": null,
              "description": "Currency of the money"
            }
          },
          "status_position": 4,
          "participants_count": 4,
          "task_board_uuid": null
        },
        "tags": {
          "uuid": "60fa4ac5-c7da-4322-8857-f84d517e6edc",
          "created_at": "2026-10-27T15:44:19+00:00",
          "updated_at": "2026-10-27T15:44:19+00:00",
          "name": "Mortgage",
          "slug": "mortgage",
          "colour": "#ef4582"
        },
        "is_wrap_product": false,
        "is_wrap_child": false,
        "wrap": {
          "uuid": "299777a6-d3e8-440e-a970-c4e363c1bda1",
          "created_at": "2026-10-27T15:44:19+00:00",
          "updated_at": "2026-10-27T15:44:19+00:00",
          "opened_at": "2026-10-27T15:44:19+00:00",
          "name": "Johns ISA",
          "type": "cash_account",
          "sub_type": "lifetime isa",
          "abstract_type": "asset",
          "policy_number": "AVIVA-123",
          "proposal_reference": "AB123456",
          "status": "inactive",
          "inactive_at": "2026-10-27T15:44:19+00:00",
          "inactive_reason": "claimed",
          "agency_in_your_name": true,
          "agency_in_your_name_from": "2025-10-27",
          "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": "2025-10-27",
          "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": "2026-10-27T15:44:19+00:00",
          "original_valued_at": "2026-10-26T15:44:19+00:00",
          "statistics": {
            "recent_growth": 100
          },
          "is_wrap_product": false,
          "is_wrap_child": false,
          "can_be_deleted": "false"
        },
        "wrap_children": {
          "uuid": "299777a6-d3e8-440e-a970-c4e363c1bda1",
          "created_at": "2026-10-27T15:44:19+00:00",
          "updated_at": "2026-10-27T15:44:19+00:00",
          "opened_at": "2026-10-27T15:44:19+00:00",
          "name": "Johns ISA",
          "type": "cash_account",
          "sub_type": "lifetime isa",
          "abstract_type": "asset",
          "policy_number": "AVIVA-123",
          "proposal_reference": "AB123456",
          "status": "inactive",
          "inactive_at": "2026-10-27T15:44:19+00:00",
          "inactive_reason": "claimed",
          "agency_in_your_name": true,
          "agency_in_your_name_from": "2025-10-27",
          "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": "2025-10-27",
          "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": "2026-10-27T15:44:19+00:00",
          "original_valued_at": "2026-10-26T15:44:19+00:00",
          "statistics": {
            "recent_growth": 100
          },
          "is_wrap_product": false,
          "is_wrap_child": false,
          "can_be_deleted": "false"
        },
        "linked_policy_numbers": {
          "uuid": "e0216839-715a-476e-b3d6-5ad0bcdea373",
          "created_at": "2026-10-27T15:44:19+00:00",
          "updated_at": "2026-10-27T15:44:19+00:00",
          "linked_policy_number": "ABC123-X"
        },
        "can_be_deleted": "false",
        "contract_enquiry_account": {
          "uuid": "4dddfc6e-b0c5-4d17-97fa-67b0f94bf6a1",
          "created_at": "2026-10-27T15:44:19+00:00",
          "updated_at": "2026-10-27T15:44:19+00:00",
          "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": "2026-10-27T15:44:19+00:00",
          "next_review_date": "2026-10-27T15:44:19+00:00",
          "previous_review_date": "2026-10-27T15:44:19+00:00",
          "anniversary_review_date": "2026-10-27T15:44:19+00:00",
          "terms_of_business_at": "2026-10-27T15:44:19+00:00",
          "client_agreement_at": "2026-10-27T15:44:19+00:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "ownership_percentage": 100.0,
          "inactive_at": "2026-10-27",
          "last_interaction_at": "2026-10-27 15:44:19",
          "referral_code": "ABC12345",
          "is_out_of_office": true,
          "out_of_office_from": "2026-10-27T15:44:19+00:00",
          "out_of_office_until": "2026-10-27T15:44:19+00:00",
          "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
          "is_pending_fact_find_account": false,
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          },
          "managed_by_head_office": false
        },
        "mortgage_product": {
          "uuid": "d3dfd51d-3dda-4049-b284-f18bad9f1666",
          "created_at": "2026-10-27T15:44:19+00:00",
          "updated_at": "2026-10-27T15:44:19+00:00",
          "provider_reference": "example-reference",
          "provider_scenario_name": "Single Applicant, Small Deposit",
          "provider_scenario_data": [],
          "lender_name": "HSBC",
          "product_title": "5% Fixed Rate - 5 year"
        },
        "custom_fields": {
          "uuid": null,
          "created_at": "2026-10-27T15:44:19+00:00",
          "updated_at": "2026-10-27T15:44:19+00:00",
          "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."
        },
        "external_references": {
          "uuid": "97a5f63a-a7c9-4e65-98af-59bd893fe6d4",
          "created_at": "2026-10-27T15:44:19+00:00",
          "updated_at": "2026-10-27T15:44:19+00:00",
          "third_party": "nucleus",
          "reference": "AB123456"
        }
      },
      "sub_account": {
        "uuid": "a779eec3-edb0-4602-8377-44f7c3342b03",
        "created_at": "2026-10-27T15:44:15+00:00",
        "updated_at": "2026-10-27T15:44:15+00:00",
        "name": "John's ISA",
        "policy_number": "AVI-4837",
        "latest_valuation": {
          "uuid": "6afa0239-7ebf-49be-9347-0ee06ca33cb9",
          "created_at": "2026-10-27T15:44:19+00:00",
          "updated_at": "2026-10-27T15:44:19+00:00",
          "valued_at": "2026-10-27T15:44:19+00:00",
          "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": null,
              "description": "Currency of the money"
            }
          }
        },
        "is_main_account": false,
        "active_portfolio": {
          "uuid": "5ff18dca-9b55-4414-9e6a-771db2ab918a",
          "created_at": "2026-10-27T15:44:19+00:00",
          "updated_at": "2026-10-27T15:44:19+00:00",
          "is_proposed": true,
          "proposed_at": "2026-10-27T00:00:00+00:00",
          "name": "Risky Portfolio"
        },
        "statistics": {
          "recent_growth": 100
        }
      },
      "portfolio": {
        "uuid": "12f8215a-0dc4-466f-accf-8e511de57099",
        "created_at": "2026-10-27T15:44:15+00:00",
        "updated_at": "2026-10-27T15:44:15+00:00",
        "is_proposed": true,
        "proposed_at": "2026-10-27T00:00:00+00:00",
        "name": "Risky Portfolio"
      },
      "external_references": {
        "uuid": "27d13de0-0f33-44a9-bba4-20dc1d589a06",
        "created_at": "2026-10-27T15:44:15+00:00",
        "updated_at": "2026-10-27T15:44:15+00:00",
        "third_party": "nucleus",
        "reference": "AB123456"
      }
    }
  ]
}