Get an income | PlannrCRM API documentation

Get an income Run in API Explorer

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Allow AI tools and LLMs to interact with the API documentation portal through MCP.

MCP server URL


        
          
            https://apidocs.plannrcrm.com/mcp

Standard setup for AI tools providing an mcp.json file

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

GET /api/v2/income/{uuid}

Personal access token & O auth2

Headers

X-PLANNR-ACCOUNT-UUID string

Path parameters

uuid string Required

Responses

200 application/json
Hide response attributes Show response attributes object
- uuid string
- created_at string
- updated_at string
- name string
- type string
- type_other string
- amount object
  
  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
- start_date string
- end_date string
- frequency string
- is_taxable boolean
- employment object
  
  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 object
  
  Hide address attributes Show address 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 address
  
  address_1
  
  First line of the address
  
  address_2
  
  Second line of the address
  
  address_3
  
  Third line of the address
  
  address_4
  
  Fourth line of the address
  
  town_city
  
  Town/City
  
  county
  
  County
  
  postcode
  
  Postcode
  
  country
  
  Country
  
  move_in_date
  
  Address move in date. This field may provide inaccurate data. We recommend using the v2/addresses API which has the moved_in_month and moved_in_year fields instead.
  
  phone_number object
  
  Hide phone_number attributes Show phone_number 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
  
  Contact detail type
  
  name
  
  Contact detail description
  
  value
  
  Contact detail value
  
  phone_number_meta
  
  If the type is a phone number, this additional field will be displayed giving you information about the phone number.
  
  email_address object
  
  Hide email_address attributes Show email_address 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
  
  Contact detail type
  
  name
  
  Contact detail description
  
  value
  
  Contact detail value
  
  phone_number_meta
  
  If the type is a phone number, this additional field will be displayed giving you information about the phone number.
  
  shared_owner_type string
  
  shared_owner object
  
  Hide shared_owner attributes Show shared_owner 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)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  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 object
  
  Hide turnover_history attributes Show turnover_history attributes object
  
  year
  
  The year of the turnover.
  
  value
  
  The value of the turnover.
  
  income object
  
  Hide income attributes Show income 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 income.
  
  type
  
  The type of income.
  
  type_other
  
  The other type of income, if the type is "other".
  
  amount
  
  The amount of the income.
  
  amount_type
  
  The type of the amount.
  
  start_date
  
  The start date of the income.
  
  end_date
  
  The end date of the income.
  
  frequency
  
  The frequency of the income.
  
  is_taxable
  
  Denotes if the income is taxable or not.
  
  shared_owner_type
  
  Denotes if the employment is shared across the client or belongs to one of the owners of the client. (Only applicable for joint/business/trust clients).
  
  account object
  
  Hide account attributes Show 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 the primary email of the account instead). The email of the account.
  
  photo_url
  
  The photo URL of the client
- account object
  
  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 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.

GET /api/v2/income/{uuid}

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

Response examples (200)

{
  "uuid": "71683b07-60d0-42f9-986b-5bc0723c94c1",
  "created_at": "2026-07-17T15:25:31+01:00",
  "updated_at": "2026-07-17T15:25:31+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": "2025-07-17",
  "end_date": "2026-07-17",
  "frequency": "annually",
  "is_taxable": true,
  "employment": {
    "uuid": "3286ac40-fc51-4a99-af8c-a6dc85753c5f",
    "created_at": "2026-07-17T15:25:31+01:00",
    "updated_at": "2026-07-17T15:25:31+01:00",
    "status": "employed",
    "primary": true,
    "occupation": "Financial Adviser",
    "occupation_code": "FAC02774",
    "job_title": "Senior financial adviser",
    "employer": "Plannr Technologies Ltd",
    "started_at": "2021-07-17T15:25:31+01:00",
    "ended_at": "2022-07-17T15:25:31+01:00",
    "is_business_owner": true,
    "percentage_of_business_shared": 50,
    "address": {
      "uuid": "743d674b-6662-4707-aed8-4a494c16ad1a",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "Work Address",
      "address_1": "Suite E, 5 The Briars",
      "address_2": "Waterberry Drive",
      "address_3": "The Innovative Centre",
      "address_4": "Waterlooville",
      "town_city": "Waterlooville",
      "county": "Hampshire",
      "postcode": "PO7 7YH",
      "country": "United Kingdom",
      "move_in_date": "2025-07-17"
    },
    "phone_number": {
      "uuid": "2913e846-940e-401b-96f4-4a20ed0d095c",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "type": "phone_number",
      "name": "Work number",
      "value": "+443330903630",
      "phone_number_meta": {
        "country": "GB",
        "formatted": "0333 090 3630"
      }
    },
    "email_address": {
      "uuid": "2913e846-940e-401b-96f4-4a20ed0d095c",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "type": "phone_number",
      "name": "Work number",
      "value": "+443330903630",
      "phone_number_meta": {
        "country": "GB",
        "formatted": "0333 090 3630"
      }
    },
    "shared_owner_type": "individual",
    "shared_owner": {
      "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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",
      "first_contact_date": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "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": {
      "year": 2020,
      "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"
        }
      }
    },
    "income": {
      "uuid": "8fe3fd7c-991f-464f-a046-a9b0cdcff375",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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": null,
          "description": "Currency of the money"
        }
      },
      "amount_type": "net",
      "start_date": "2025-07-17",
      "end_date": "2026-07-17",
      "frequency": "annually",
      "is_taxable": true,
      "shared_owner_type": "individual"
    },
    "account": {
      "uuid": "a93927b0-3b21-4af1-9f4f-15489a25a202",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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"
    }
  },
  "account": {
    "uuid": "e277754e-f563-4b85-b59f-3448cd7e8b02",
    "created_at": "2026-07-17T15:25:31+01:00",
    "updated_at": "2026-07-17T15:25:31+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": {
      "uuid": "11b7fb3c-bff7-4355-b5d5-6e063a2cdde5",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "third_party": "nucleus",
      "reference": "AB123456"
    }
  }
}