Get all linked policy numbers Run in API Explorer

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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/plans/linked-policy-numbers
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Query parameters

  • filter[uuid] string

    Filter by a comma separated list of UUIDs.

  • filter[linked_policy_number] string

    Filter by a comma separated list of partial linked policy numbers of the linked policy numbers.

  • filter[policy_number] string

    Filter by a comma separated list of partial policy numbers of the plans the linked policy numbers belong to.

  • filter[plan_uuid] string

    Filter by a comma separated list of plan UUIDs the linked policy numbers belong to.

  • filter[provider_uuids] string

    Filter by a comma separated list provider UUIDS.

  • filter[account_uuids] string

    Filter by a comma separated list account UUIDS.

  • sort string

    Field to sort by. Valid fields are [created_at, updated_at, linked_policy_number, policy_number, provider]. 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
      • created_at string
      • updated_at string
      • linked_policy_number string
      • 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)

          • permissions

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

        • 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)

          • permissions

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

        • 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)

          • permissions

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

        • 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)

          • permissions

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

        • 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)

          • permissions

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

        • 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.
GET /api/v2/plans/linked-policy-numbers 
curl \
 --request GET 'https://api.plannrcrm.com/api/v2/plans/linked-policy-numbers' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "data": [
    {
      "uuid": "ff108077-28e6-41bc-9c47-ec5e10520b38",
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      "updated_at": "2026-07-17T15:25:31+01:00",
      "linked_policy_number": "ABC123-X",
      "plan": {
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        "updated_at": "2026-07-17T15:25:31+01:00",
        "opened_at": "2026-07-17T15:25:31+01:00",
        "name": "Johns ISA",
        "type": "cash_account",
        "sub_type": "lifetime isa",
        "abstract_type": "asset",
        "policy_number": "AVIVA-123",
        "proposal_reference": "AB123456",
        "status": "inactive",
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        "inactive_reason": "claimed",
        "agency_in_your_name": true,
        "agency_in_your_name_from": "2025-07-17",
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        "include_in_client_valuation": true,
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        "is_group_scheme": false,
        "is_sub_group_scheme": false,
        "is_group_scheme_member": false,
        "advice_area": "non_investment_insurance",
        "main_account": {
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          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "name": "John's ISA",
          "policy_number": "AVI-4837",
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        },
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          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "name": "John's ISA",
          "policy_number": "AVI-4837",
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        },
        "provider": {
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          "updated_at": "2026-07-17T15:25:36+01:00",
          "name": "AJ Bell",
          "slug": "aj-bell"
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        "covers": {
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          "updated_at": "2026-07-17T15:25:36+01:00",
          "cover_type": "critical_illness",
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            "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": {
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              "description": "Currency of the money"
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          },
          "benefit_frequency": "monthly",
          "benefit_status": "active",
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              "example": "10000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "formatted": {
              "example": "£100.00",
              "description": "Money amount formatted with currency"
            },
            "currency": {
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          },
          "indexation": 1.4
        },
        "claims": {
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            "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": "2025-07-17",
          "claim_end_date": "2031-07-17",
          "claim_notes": "Claim notes"
        },
        "total_benefit_amount": {
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            "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": {
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              "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": {
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          "updated_at": "2026-07-17T15:25:36+01:00",
          "valued_at": "2026-07-17T15:25:36+01:00",
          "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"
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        },
        "valued_at": "2026-07-17T15:25:31+01:00",
        "original_valued_at": "2026-07-16T15:25:31+01:00",
        "client": {
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          "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"
            ]
          }
        },
        "accounts": {
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          "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"
            ]
          }
        },
        "seller": {
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          "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": [
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            ],
            "network:read": [
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            ]
          }
        },
        "linked_owners": {
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          "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"
            ]
          }
        },
        "linked_plans": {
          "uuid": "71e659a7-9e83-46b4-ac51-28d5db89ee6b",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "opened_at": "2026-07-17T15:25:36+01:00",
          "name": "Johns ISA",
          "type": "cash_account",
          "sub_type": "lifetime isa",
          "abstract_type": "asset",
          "policy_number": "AVIVA-123",
          "proposal_reference": "AB123456",
          "status": "inactive",
          "inactive_at": "2026-07-17T15:25:36+01:00",
          "inactive_reason": "claimed",
          "agency_in_your_name": true,
          "agency_in_your_name_from": "2025-07-17",
          "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": "2025-07-17",
          "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": "2026-07-17T15:25:36+01:00",
          "original_valued_at": "2026-07-16T15:25:36+01:00",
          "statistics": {
            "recent_growth": 100
          },
          "is_wrap_product": false,
          "is_wrap_child": false,
          "can_be_deleted": "false"
        },
        "visible_to_circles": {
          "uuid": "3e582b00-e462-4d59-aef9-bfdca7f12c97",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "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": "2026-07-17T15:25:36+01:00",
            "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": "0e1a8da1-b082-4596-b99d-ad01f2370e84",
          "login_access_level": "write",
          "current_life_stage_uuid": "6c428f70-3307-4741-9942-cecd96a2c426"
        },
        "statistics": {
          "recent_growth": 100
        },
        "cases": {
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          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "name": "finance",
          "slug": "finance",
          "review_at": "2026-07-17T15:25:36+01:00",
          "assigned_to_uuids": [
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          ],
          "group_uuids": [
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          ],
          "completed_at": "2026-07-17T15:25:36+01:00",
          "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": "f1ecba6d-f8a7-415f-90f1-db030dd72262",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "name": "Mortgage",
          "slug": "mortgage",
          "colour": "#ef4582"
        },
        "is_wrap_product": false,
        "is_wrap_child": false,
        "wrap": {
          "uuid": "71e659a7-9e83-46b4-ac51-28d5db89ee6b",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "opened_at": "2026-07-17T15:25:36+01:00",
          "name": "Johns ISA",
          "type": "cash_account",
          "sub_type": "lifetime isa",
          "abstract_type": "asset",
          "policy_number": "AVIVA-123",
          "proposal_reference": "AB123456",
          "status": "inactive",
          "inactive_at": "2026-07-17T15:25:36+01:00",
          "inactive_reason": "claimed",
          "agency_in_your_name": true,
          "agency_in_your_name_from": "2025-07-17",
          "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": "2025-07-17",
          "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": "2026-07-17T15:25:36+01:00",
          "original_valued_at": "2026-07-16T15:25:36+01:00",
          "statistics": {
            "recent_growth": 100
          },
          "is_wrap_product": false,
          "is_wrap_child": false,
          "can_be_deleted": "false"
        },
        "wrap_children": {
          "uuid": "71e659a7-9e83-46b4-ac51-28d5db89ee6b",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "opened_at": "2026-07-17T15:25:36+01:00",
          "name": "Johns ISA",
          "type": "cash_account",
          "sub_type": "lifetime isa",
          "abstract_type": "asset",
          "policy_number": "AVIVA-123",
          "proposal_reference": "AB123456",
          "status": "inactive",
          "inactive_at": "2026-07-17T15:25:36+01:00",
          "inactive_reason": "claimed",
          "agency_in_your_name": true,
          "agency_in_your_name_from": "2025-07-17",
          "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": "2025-07-17",
          "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": "2026-07-17T15:25:36+01:00",
          "original_valued_at": "2026-07-16T15:25:36+01:00",
          "statistics": {
            "recent_growth": 100
          },
          "is_wrap_product": false,
          "is_wrap_child": false,
          "can_be_deleted": "false"
        },
        "linked_policy_numbers": {
          "uuid": "64e4bc70-d4b7-45de-8830-018f91bc1781",
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "linked_policy_number": "ABC123-X"
        },
        "can_be_deleted": "false",
        "contract_enquiry_account": {
          "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"
            ]
          }
        },
        "custom_fields": {
          "uuid": null,
          "created_at": "2026-07-17T15:25:36+01:00",
          "updated_at": "2026-07-17T15:25:36+01:00",
          "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": "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"
        }
      }
    }
  ]
}