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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

mcp.json
"PlannrCRM MCP server": {
  "url": "https://apidocs.plannrcrm.com/mcp"
}
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GET /api/v2/income

Headers

  • X-PLANNR-ACCOUNT-UUID string

Query parameters

  • filter[uuid] string

    Filter by a comma separated list of UUIDs.

  • filter[account_uuids] string

    Filter by a comma separated list of account UUIDs.

  • filter[circle_uuids] string

    Filter by a comma separated list of circle UUIDs.

  • filter[employment_uuids] string

    Filter by a comma separated list of employment UUIDs that are linked to incomes.

  • filter[type] string

    Filter by comma separate list of income types. Possible values are [salary, dividend, bonus, benefit, other, investment, rental, pension].

  • filter[frequency] string

    Filter by comma separate list of frequencies.

  • filter[amount_type] string

    Filter by comma separate list of amount types. Possible values are [net,gross].

  • filter[start_date] string

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

  • filter[end_date] string

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

  • filter[amount] string

    Filter income by amount in pennies. 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 [account, employment].

  • sort string

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

  • 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

        The UUID of the resource.

      • created_at string

        The timestamp of when the resource was created.

      • updated_at string

        The timestamp of when the resource was updated.

      • name string

        The name of the income.

      • type string

        The type of income.

      • type_other string

        The other type of income, if the type is "other".

      • amount object

        The amount of the income.

        Hide amount attributes Show 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
      • amount_type string

        The type of the amount.

      • start_date string

        The start date of the income.

      • end_date string

        The end date of the income.

      • frequency string

        The frequency of the income.

      • is_taxable boolean

        Denotes if the income is taxable or not.

      • employment object

        Employment of this income.

        Hide employment attributes Show employment attributes object
        • uuid string
        • created_at string
        • updated_at string
        • status string
        • primary boolean
        • occupation string
        • occupation_code string
        • job_title string
        • employer string
        • started_at string
        • ended_at string
        • is_business_owner boolean
        • percentage_of_business_shared integer
        • address string
        • phone_number string
        • email_address string
        • shared_owner_type string
        • shared_owner string
        • last_salary_increase string
        • business_name string
        • business_year_end string
        • business_value object
          Hide business_value attributes Show business_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
        • directors string
        • shareholding_in_business object
          Hide shareholding_in_business attributes Show shareholding_in_business 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
        • profit object
          Hide profit attributes Show profit 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
        • accountant_company_name string
        • accountant_email string
        • accountant_telephone_number string
        • accountant_address string
        • turnover_history string
        • income string
        • account string
      • account object

        Account that owns this income.

        Hide account attributes Show account attributes object
        • uuid string
        • created_at string
        • updated_at string
        • type string
        • role string
        • first_name string
        • last_name string
        • name string
        • email string
        • photo_url string
        • external_references string
GET /api/v2/income
curl \
 --request GET 'https://api.plannrcrm.com/api/v2/income' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
  "data": [
    {
      "uuid": "8b065354-3adf-450a-8352-86107dfb9cac",
      "created_at": "2026-06-08T16:08:03+01:00",
      "updated_at": "2026-06-08T16:08:03+01:00",
      "name": "My Salary",
      "type": "salary",
      "type_other": "Other income type",
      "amount": {
        "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"
        }
      },
      "amount_type": "net",
      "start_date": "2025-06-08",
      "end_date": "2026-06-08",
      "frequency": "annually",
      "is_taxable": true,
      "employment": {
        "uuid": "a776ee73-9f1b-49ea-b41f-0a35085c16d6",
        "created_at": "2026-06-08T16:08:03+01:00",
        "updated_at": "2026-06-08T16:08:03+01:00",
        "status": "employed",
        "primary": true,
        "occupation": "Financial Adviser",
        "occupation_code": "FAC02774",
        "job_title": "Senior financial adviser",
        "employer": "Plannr Technologies Ltd",
        "started_at": "2021-06-08T16:08:03+01:00",
        "ended_at": "2022-06-08T16:08:03+01:00",
        "is_business_owner": true,
        "percentage_of_business_shared": 50,
        "address": "App\\Http\\Resources\\AddressResource",
        "phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "email_address": "App\\Http\\Resources\\ContactDetailResource",
        "shared_owner_type": "individual",
        "shared_owner": "App\\Http\\Resources\\AccountResource",
        "last_salary_increase": "2019-01-01",
        "business_name": "My Business",
        "business_year_end": "2020-12-31",
        "business_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"
          }
        },
        "directors": "Susan F. Lancaster",
        "shareholding_in_business": {
          "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"
          }
        },
        "profit": {
          "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"
          }
        },
        "accountant_company_name": "My Accountant",
        "accountant_email": "accountant@email.com",
        "accountant_telephone_number": "+441234567890",
        "accountant_address": "23 Chollerton, Hexham, Northumberland, NE46 4TF",
        "turnover_history": "App\\Http\\Resources\\TurnoverHistoryResource",
        "income": "App\\Http\\Resources\\IncomeResource",
        "account": "App\\Http\\Resources\\MinimalAccountResource"
      },
      "account": {
        "uuid": "646a8f9f-ced5-431b-8b3b-27280c20adff",
        "created_at": "2026-06-08T16:08:03+01:00",
        "updated_at": "2026-06-08T16:08:03+01:00",
        "type": "client",
        "role": "client",
        "first_name": "Gareth",
        "last_name": "Thompson",
        "name": "Gareth Thompson",
        "email": "gareth@codepotato.co.uk",
        "photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
      }
    }
  ]
}