Create a client [DEPRECATED: Use create an account route]

POST /api/v1/client

Personal access token & O auth2

Headers

application/json

Body Required

title string

Title
first_name string Required

First Name
middle_name string

Middle Name
last_name string Required

Last Name
maiden_name string

Maiden Name
email string

Email address
phone string

Clients primary phone number
assigned_adviser_uuid string

The UUID of the employee that the client directly reports to
assigned_administrator_uuid string

The UUID of the adviser employee that the client has been assigned
assigned_paraplanner_uuid string

The UUID of the paraplanner employee that the client has been assigned
introduced_by_uuid string

The UUID of the introducer for this client
send_welcome_email boolean

Set to true if you would like Plannr to send an email to the client on account creation
date_of_birth date

Date of birth
gender string

Gender. Possible values are: male, female, non-binary, transgender, intersex, other and unknown
ni_number string

National Insurance Number
nickname string

preferred nickname of the client
target_retirement_age integer

Targest retirement age.
pronouns string

Pronouns
smoker_status string

Smoker Status. Possible values are: smoker, non-smoker, vaper, ex-smoker, never-smoked, unknown
residential_status string

Residential status
country_of_residence string

Country of residence
marital_status string

Marital Status. Possible values are: single, cohabiting, married, divorced, civil-partnership, dissolved-civil-partnership, widowed, separated, engaged, in-relationship, other, unknown
is_vulnerable string

whether the client is vulnerable. Possible values are: "yes", "no", and "possibly"
is_prospect boolean

Denotes if the client is a prospect or not.
prospect_converted_at date

The datetime when the prospect was converted into a client.
value integer

The value of the client in penny format. E.g £5,000 would be 500000.
is_uk_resident boolean

Whether the client is a UK resident or not.
is_uk_domicile boolean

Whether the client is a UK domicile or not.
expected_retirement_age integer

The expected retirement age.
state_retirement_age integer

The state retirement age.
nationalities array[string]

Nationalities of the client. You can use the api/v1/static/nationalities endpoint to get our list.
vulnerability_details string

Any details regarding the client's vulnerabilities.
third_party_offered boolean

Whether the client has been offered any third party.
procedure_adaptation boolean

Whether any procedures need to be adapted to the client.
adaption_details_notes boolean

Any notes regarding adaptations
client_preferences string

Any client preferences.
current_state_of_health string

The client's current state of health.
state_of_health_explanation string

Explanation of the current state of health.
cigarettes_daily integer

The amount of cigarettes the client smokes a day.
smoker_since date

The date of when the client started smoking.
long_term_care_needed boolean

Whether the client required long term care.
long_term_care_notes string

Notes on the client's long term care.
has_will boolean

Whether the client has a will or not.
will_notes string

Notes on the client's will.
will_last_reviewed date

The date of the last time the will's been reviewed.
has_power_of_attorney boolean

Whether the client has power of attorney.
power_of_attorney_notes string

Notes on the client's power of attorney.
first_contact_date date

The date of the first contact.
units_of_alcohol_weekly integer

The units of alcohol digested weekly.
height integer

The height of the client in centimeters.
weight integer

The weight of the client in pounds.
health_notes string

Notes on the client's health.
has_iht_planning boolean

Whether the client has Inheritance Tax (IHT) planning or not.
iht_planning_notes string

Notes on the client's Inheritance Tax (IHT) planning.
has_gifted_family boolean

Whether the client has gifted the family.
gift_notes string

Notes on the gifts.
is_anticipating_inheritance boolean

Whether the client is anticipating/ expecting any inheritance.
anticipating_inheritance_notes string

Notes on the client's inheritance anticipation/ expectations.
next_review_date date

Date of next review
previous_review_date date

Date of previous review
anniversary_review_date date

Anniversary review date
is_will_accurate boolean

Does your current will reflect your wishes?
will_executors string

Who are the executors?
will_location string

Where is the will stored?
will_bequests_detail string

Details of any Bequests
is_poa_registered_epa_or_lpa string

Is the Power of Attorney Registered as a EPA or LPA
are_poa_appointed_for_health_or_wealth string

Are the Attorneys appointed for Health, Wealth or Both?
poa_attorney_appointed_at date

When were the Attorney’s appointed?
will_poa_details string

Who are the Attorney’s?
are_poa_documents_registered boolean

Are the documents registered?
will_gifts_details string

Notes of gifts
groups array[string]

Group UUIDs to sync client to.
is_in_receipt_of_your_state_pension boolean

Are you in receipt of your State Pension
has_obtained_a_forecast boolean

Have you recently obtained a forecast
date_of_forecast date

What is the date of the obtained forecast
projected_state_pension integer

What is the projected State Pension
years_of_national_insurance_contributions integer

How many years have you made Nation Insurance Contributions
pension_notes string

Notes on the pension
status_uuid string

The status of the client.
date_of_marriage date

Date of marriage
is_deceased boolean

Denotes if the client is deceased
deceased_at date

Date of death
is_married_to_partner boolean

Denotes if the client is married to their partner
checked_sanctions_at date

Date the client was checked for sanctions
lead_source string

Marks the lead source of the client
write_to_whom string

Marks the name of the client to write to
passport_number string

The passport number of the client
do_not_contact_via_fax boolean

Denotes if the client can be contacted via fax
do_not_contact_via_mail boolean

Denotes if the client can be contacted via mail
do_not_contact_via_sms boolean

Denotes if the client can be contacted via SMS
do_not_contact_via_email boolean

Denotes if the client can be contacted via email
do_not_contact_via_telephone boolean

Denotes if the client can be contacted via telephone
do_not_visit boolean

Denotes if the client can be visited
do_not_market boolean

Denotes if the client can be marketed to
client_regulatory_classification string Required

The regulatory classification of the client. Possible values are: retail_client, professional_client, eligible_counterparty, not_applicable and unknown
external_reference array[string]

A third-party external reference to attach when creating the model. The third party must be one of the following: adviser_office, aj_bell, be_iq_organisation, conquest, filehaven, finio, fundment, intelliflo_office, nucleus, parmenion, seccl, smartsearch, soderberg and transact_remuneration

Responses

200 application/json
Hide response attributes Show response 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.
- type string
  
  Account type
- role string
  
  Account role
- first_name string
  
  First name
- last_name string
  
  Last name
- name string
  
  Name
- email string
  
  (Deprecated - Please use primary_email instead). The email of the account.
- firm object
  
  Firm
- primary_phone_number object
  
  Primary phone number
- primary_email object
  
  Primary email
- current_time_entry object
  
  Current time entry
- assigned_adviser object
  
  Assigned adviser
- assigned_administrator object
  
  Assigned administrator
- assigned_paraplanner object
  
  Assigned paraplanner
- introduced_by object
  
  Introduced by
- groups array[object]
  
  Groups
- tags array[object]
  
  Tags
- owners array[object]
  
  Accounts that own this account
- first_contact_date string
  
  First contact date
- next_review_date string
  
  Next review date
- previous_review_date string
  
  Previous review date
- anniversary_review_date string
  
  Anniversary review date
- with_login boolean
  
  Denotes whether the account has a login to Plannr
- has_joint_account boolean
  
  Denotes whether this account belongs to a joint account too
- can_be_deleted string
  
  Denotes if the account can be deleted
- joint_account_circle object
  
  This field is only present when viewing a joint account directly. This will contain the circle that we automatically created when we released circles.
- ownership_percentage integer
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
- inactive_at string
  
  Inactive from date
- custom_fields array[object]
  
  Any custom fields on the model.
- external_references array[object]
  
  The external references that have been added to the client.

POST /api/v1/client

curl \
 --request POST 'https://api.plannrcrm.com/api/v1/client' \
 --header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
 --header "Content-Type: application/json" \
 --header "Accept: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"title":"Mr","first_name":"Gareth","middle_name":"Alex","last_name":"Thompson","maiden_name":"Thompson","email":"gareth@codepotato.co.uk","phone":"443330509960","assigned_adviser_uuid":"72fbbad5-61df-4f99-bfaa-8141ad2805a6","assigned_administrator_uuid":"9ed18462-3caa-4fd1-bf55-e172922065bc","assigned_paraplanner_uuid":"60c43b8c-4f49-4a62-8e6b-8d8fed344e5d","introduced_by_uuid":"392074d6-502d-4fa8-81b6-e76e5b675e46","send_welcome_email":true,"date_of_birth":"1975-04-22","gender":"Male","ni_number":"AB 12 34 56 C","nickname":"G","target_retirement_age":60,"pronouns":"he/him","smoker_status":"non-smoker","residential_status":"settled","country_of_residence":"United Kingdom","marital_status":"married","is_vulnerable":"possibly","is_prospect":false,"prospect_converted_at":"2025-04-22T13:44:17+01:00","value":500000,"is_uk_resident":true,"is_uk_domicile":true,"expected_retirement_age":60,"state_retirement_age":60,"nationalities":["British","Romanian"],"vulnerability_details":"No vulnerabilities","third_party_offered":true,"procedure_adaptation":true,"adaption_details_notes":"Adaptation notes","client_preferences":"Prefers telephone calls in the morning.","current_state_of_health":"Fit and healthy","state_of_health_explanation":"Explanation of the current state of health.","cigarettes_daily":6,"smoker_since":"2015-04-22","long_term_care_needed":false,"long_term_care_notes":"Notes on the client's long term care.","has_will":false,"will_notes":"Notes on the client's will.","will_last_reviewed":"2025-04-21","has_power_of_attorney":true,"power_of_attorney_notes":"Notes on the client's power of attorney.","first_contact_date":"2025-03-22","units_of_alcohol_weekly":28,"height":186,"weight":220,"health_notes":"Notes on the client's health.","has_iht_planning":true,"iht_planning_notes":"Notes on the client's Inheritance Tax (IHT) planning.","has_gifted_family":true,"gift_notes":"Notes on the gifts.","is_anticipating_inheritance":true,"anticipating_inheritance_notes":"Notes on the client's inheritance anticipation/ expectations.","next_review_date":"2025-05-22","previous_review_date":"2025-03-22","anniversary_review_date":"2025-04-22","is_will_accurate":true,"will_executors":"string","will_location":"string","will_bequests_detail":"string","is_poa_registered_epa_or_lpa":"epa","are_poa_appointed_for_health_or_wealth":"health","poa_attorney_appointed_at":"2025-04-22T00:00:00+01:00","will_poa_details":"string","are_poa_documents_registered":true,"will_gifts_details":"string","groups":["10482f6f-4b8b-4aa8-b47b-4e57e8f0f7cc","8e6913a5-188d-436e-9f32-adac98342e0b"],"is_in_receipt_of_your_state_pension":true,"has_obtained_a_forecast":true,"date_of_forecast":"2025-04-22T13:44:17+01:00","projected_state_pension":50000,"years_of_national_insurance_contributions":5,"pension_notes":"string","status_uuid":"49b1daa0-19ae-4166-a722-ae46c1bfca7f","date_of_marriage":"2025-04-22","is_deceased":false,"deceased_at":"2025-04-22","is_married_to_partner":true,"checked_sanctions_at":"2025-04-22","lead_source":"LeadGen Company","write_to_whom":"Gareth","passport_number":"123456","do_not_contact_via_fax":false,"do_not_contact_via_mail":false,"do_not_contact_via_sms":false,"do_not_contact_via_email":false,"do_not_contact_via_telephone":false,"do_not_visit":false,"do_not_market":false,"client_regulatory_classification":"professional_client","external_reference":[{"reference":"AB123456","third_party":"nucleus"}]}'

Request examples

# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "title": "Mr",
  "first_name": "Gareth",
  "middle_name": "Alex",
  "last_name": "Thompson",
  "maiden_name": "Thompson",
  "email": "gareth@codepotato.co.uk",
  "phone": "443330509960",
  "assigned_adviser_uuid": "72fbbad5-61df-4f99-bfaa-8141ad2805a6",
  "assigned_administrator_uuid": "9ed18462-3caa-4fd1-bf55-e172922065bc",
  "assigned_paraplanner_uuid": "60c43b8c-4f49-4a62-8e6b-8d8fed344e5d",
  "introduced_by_uuid": "392074d6-502d-4fa8-81b6-e76e5b675e46",
  "send_welcome_email": true,
  "date_of_birth": "1975-04-22",
  "gender": "Male",
  "ni_number": "AB 12 34 56 C",
  "nickname": "G",
  "target_retirement_age": 60,
  "pronouns": "he/him",
  "smoker_status": "non-smoker",
  "residential_status": "settled",
  "country_of_residence": "United Kingdom",
  "marital_status": "married",
  "is_vulnerable": "possibly",
  "is_prospect": false,
  "prospect_converted_at": "2025-04-22T13:44:17+01:00",
  "value": 500000,
  "is_uk_resident": true,
  "is_uk_domicile": true,
  "expected_retirement_age": 60,
  "state_retirement_age": 60,
  "nationalities": [
    "British",
    "Romanian"
  ],
  "vulnerability_details": "No vulnerabilities",
  "third_party_offered": true,
  "procedure_adaptation": true,
  "adaption_details_notes": "Adaptation notes",
  "client_preferences": "Prefers telephone calls in the morning.",
  "current_state_of_health": "Fit and healthy",
  "state_of_health_explanation": "Explanation of the current state of health.",
  "cigarettes_daily": 6,
  "smoker_since": "2015-04-22",
  "long_term_care_needed": false,
  "long_term_care_notes": "Notes on the client's long term care.",
  "has_will": false,
  "will_notes": "Notes on the client's will.",
  "will_last_reviewed": "2025-04-21",
  "has_power_of_attorney": true,
  "power_of_attorney_notes": "Notes on the client's power of attorney.",
  "first_contact_date": "2025-03-22",
  "units_of_alcohol_weekly": 28,
  "height": 186,
  "weight": 220,
  "health_notes": "Notes on the client's health.",
  "has_iht_planning": true,
  "iht_planning_notes": "Notes on the client's Inheritance Tax (IHT) planning.",
  "has_gifted_family": true,
  "gift_notes": "Notes on the gifts.",
  "is_anticipating_inheritance": true,
  "anticipating_inheritance_notes": "Notes on the client's inheritance anticipation/ expectations.",
  "next_review_date": "2025-05-22",
  "previous_review_date": "2025-03-22",
  "anniversary_review_date": "2025-04-22",
  "is_will_accurate": true,
  "will_executors": "string",
  "will_location": "string",
  "will_bequests_detail": "string",
  "is_poa_registered_epa_or_lpa": "epa",
  "are_poa_appointed_for_health_or_wealth": "health",
  "poa_attorney_appointed_at": "2025-04-22T00:00:00+01:00",
  "will_poa_details": "string",
  "are_poa_documents_registered": true,
  "will_gifts_details": "string",
  "groups": [
    "10482f6f-4b8b-4aa8-b47b-4e57e8f0f7cc",
    "8e6913a5-188d-436e-9f32-adac98342e0b"
  ],
  "is_in_receipt_of_your_state_pension": true,
  "has_obtained_a_forecast": true,
  "date_of_forecast": "2025-04-22T13:44:17+01:00",
  "projected_state_pension": 50000,
  "years_of_national_insurance_contributions": 5,
  "pension_notes": "string",
  "status_uuid": "49b1daa0-19ae-4166-a722-ae46c1bfca7f",
  "date_of_marriage": "2025-04-22",
  "is_deceased": false,
  "deceased_at": "2025-04-22",
  "is_married_to_partner": true,
  "checked_sanctions_at": "2025-04-22",
  "lead_source": "LeadGen Company",
  "write_to_whom": "Gareth",
  "passport_number": "123456",
  "do_not_contact_via_fax": false,
  "do_not_contact_via_mail": false,
  "do_not_contact_via_sms": false,
  "do_not_contact_via_email": false,
  "do_not_contact_via_telephone": false,
  "do_not_visit": false,
  "do_not_market": false,
  "client_regulatory_classification": "professional_client",
  "external_reference": [
    {
      "reference": "AB123456",
      "third_party": "nucleus"
    }
  ]
}

Response examples (200)

{
  "firm": {
    "tax": 17.5,
    "logo": "https://api.plannrcrm.com/images/plannr.jpg",
    "name": "Codepotato",
    "slug": "codepotato",
    "uuid": "80d6b22b-5fb9-49b2-9f3c-2a09d2798feb",
    "county": "Hampshire",
    "billing": {
      "invoice_email": "gareth@codepotato.co.uk",
      "invoice_county": "Hampshire",
      "invoice_country": "United Kingdom",
      "invoice_postcode": "PO7 7YH",
      "invoice_address_1": "Suite E, 5 The Briars",
      "invoice_address_2": "Waterberry Drive",
      "invoice_town_city": "Waterlooville"
    },
    "country": "United Kingdom",
    "postcode": "PO7 7YH",
    "address_1": "Suite E, 5 The Briars",
    "address_2": "Waterberry Drive",
    "logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
    "month_end": 25,
    "town_city": "Waterlooville",
    "created_at": "2025-04-22T13:44:17+01:00",
    "updated_at": "2025-04-22T13:44:17+01:00",
    "ip_whitelist": [
      "192.168.0.1",
      "127.0.0.1"
    ],
    "brand_colours": {
      "sidebar_text": "#ffffff",
      "sidebar_hover": "#0A0A42",
      "email_sub_text": "#ffffff",
      "sidebar_accent": "#36367E",
      "sidebar_active": "#53DBB8",
      "email_background": "#0E0E56",
      "email_button_text": "#ffffff",
      "sidebar_background": "#0E0E56",
      "sidebar_title_primary": "#FFC634",
      "email_button_background": "#36367E",
      "sidebar_title_secondary": "#ffffff",
      "sidebar_title_background": "#36367E",
      "email_logo_background_panel": "#36367E",
      "sidebar_title_secondary_hover": "#ffffff"
    },
    "is_subscribed": true,
    "regulatory_text": "Regulatory text",
    "addon_subscriptions": "App\\Http\\Resources\\Addons\\AddonSubscriptionResource",
    "statement_frequency": "monthly",
    "task_board_template": "App\\Http\\Resources\\Board\\BoardResource",
    "keep_deleted_files_for": 30,
    "welcome_paragraph_html": "<h1>Welcome.</h1>",
    "email_welcome_paragraph_html": "Welcome to Plannr!",
    "show_fact_find_illustrations": true
  },
  "name": "Gareth Thompson",
  "role": "client",
  "tags": [
    {
      "name": "Mortgage",
      "slug": "mortgage",
      "uuid": "e85731db-3d01-4aa1-9ae2-0be42a04ac0e",
      "colour": "#ef4582",
      "created_at": "2025-04-22T13:44:17+01:00",
      "updated_at": "2025-04-22T13:44:17+01:00"
    }
  ],
  "type": "client",
  "uuid": "05886b64-6295-445f-acab-946639817480",
  "email": "gareth@codepotato.co.uk",
  "groups": [
    {
      "name": "finance",
      "slug": "finance",
      "uuid": "63e2952d-1519-4797-a3d3-5f41bc809578",
      "created_at": "2025-04-22T13:44:17+01:00",
      "updated_at": "2025-04-22T13:44:17+01:00",
      "participants": {
        "name": {
          "example": "Gareth Thompson",
          "description": "Name of the account"
        },
        "role": {
          "example": "client",
          "description": "Role of the account"
        },
        "uuid": {
          "example": "329c7439-49e5-45d6-91ba-92d30ede1fed",
          "description": "UUID of the account"
        },
        "email": {
          "example": "gareth@codepotato.co.uk",
          "description": "Email of the account"
        },
        "last_name": {
          "example": "Thompson",
          "description": "Last name of the account"
        },
        "first_name": {
          "example": "Gareth",
          "description": "First name of the account"
        }
      },
      "participants_count": "3"
    }
  ],
  "owners": [
    {
      "firm": "App\\Http\\Resources\\FirmResource",
      "name": "Gareth Thompson",
      "role": "client",
      "tags": "App\\Http\\Resources\\TagResource",
      "type": "client",
      "uuid": "ede9babf-d85e-45c1-964b-bcd859e5daa0",
      "email": "gareth@codepotato.co.uk",
      "groups": "App\\Http\\Resources\\GroupResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "last_name": "Thompson",
      "created_at": "2025-04-22T13:44:17+01:00",
      "first_name": "Gareth",
      "updated_at": "2025-04-22T13:44:17+01:00",
      "with_login": true,
      "inactive_at": "2025-04-22",
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "introduced_by": "App\\Http\\Resources\\AccountResource",
      "primary_email": "App\\Http\\Resources\\ContactDetailResource",
      "can_be_deleted": "false",
      "assigned_adviser": "App\\Http\\Resources\\AccountResource",
      "next_review_date": "2025-04-22T13:44:17+01:00",
      "has_joint_account": true,
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "first_contact_date": "2025-04-22T13:44:17+01:00",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "joint_account_circle": "App\\Http\\Resources\\CircleResource",
      "ownership_percentage": 100,
      "previous_review_date": "2025-04-22T13:44:17+01:00",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "anniversary_review_date": "2025-04-22T13:44:17+01:00"
    }
  ],
  "last_name": "Thompson",
  "created_at": "2025-04-22T13:44:17+01:00",
  "first_name": "Gareth",
  "updated_at": "2025-04-22T13:44:17+01:00",
  "with_login": true,
  "inactive_at": "2025-04-22",
  "custom_fields": [
    {
      "name": "Favourite Drink",
      "type": "string",
      "uuid": "8c3d394b-4dd6-44d8-b36f-83a18df76186",
      "value": "Coffee",
      "help_text": "This is the client's favourite drink.",
      "reference": "favourite_drink",
      "created_at": "2025-04-22T13:44:17+01:00",
      "updated_at": "2025-04-22T13:44:17+01:00",
      "is_required": false,
      "selection_options": [
        "Coffee",
        "Tea",
        "Water"
      ]
    }
  ],
  "introduced_by": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
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