Get all Actions belonging to an account Run in API Explorer

Add MCP server to your AI tool

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

MCP server URL

https://apidocs.plannrcrm.com/mcp

Standard setup for AI tools providing an mcp.json file

mcp.json 
{
  "PlannrCRM MCP server": {
    "url": "https://apidocs.plannrcrm.com/mcp"
  }
}
Close
GET /api/v2/portal/actions
Personal access token & O auth2

Get all related actions for the referenced account uuid (see header)

Headers

  • X-PLANNR-ACCOUNT-UUID string

Query parameters

  • filter[completed] string

    affects whether to include actions which have been completed. Valid options are "exclude", "include", "only". (default: "exclude")

  • sort string

    Field to sort by. Valid fields are [created_at, updated_at]. 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
      • title string
      • description string
      • type string
      • is_completed string
      • resource object
        Hide resource attributes Show resource attributes object
        • uuid string
        • created_at string
        • updated_at string
        • status string
        • completed_at string
        • invitation_text string
        • schema string
        • latest_file string
        • account string
        • invitation_url string
        • fact_find_passes string
      • created_at string
GET /api/v2/portal/actions 
curl \
 --request GET 'https://api.plannrcrm.com/api/v2/portal/actions' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "data": [
    [
      {
        "uuid": "78164fdc-bb21-462b-ad43-9487cecc2325",
        "title": "Signature Request",
        "description": "Invited to complete the action item",
        "type": "fact_find_request",
        "is_completed": "true",
        "resource": {
          "uuid": "c7ddd689-6a4f-493c-bfc9-5a6dc15a74a4",
          "created_at": "2026-06-27T09:33:42+01:00",
          "updated_at": "2026-06-27T09:33:42+01:00",
          "status": "complete",
          "completed_at": "2026-06-22T09:33:42+01:00",
          "invitation_text": "Please complete this fact find!",
          "schema": "App\\Http\\Resources\\FactFind\\FactFindSchemaResource",
          "latest_file": "App\\Http\\Resources\\FileResource",
          "account": "App\\Http\\Resources\\MinimalAccountResource",
          "invitation_url": "https://api.plannrcrm.com/fact-find/2f3603f1-98c4-462d-865a-3846274f571f/6ebc5a33-b5bb-4b66-87fa-7ab5371489f2",
          "fact_find_passes": "App\\Http\\Resources\\FactFindPassResource"
        },
        "created_at": "2026-06-27T09:33:42+01:00"
      }
    ]
  ]
}