Headers
-
Content-Type
string -
Accept
string -
X-PLANNR-ACCOUNT-UUID
string
Body
Required
-
account_uuids
array[string] Required The UUIDs of the accounts who should own the bank account. These must only be client accounts.
-
account_name
string Required The friendly name for the bank account.
-
account_number
string Required The bank account number.
-
sort_code
string Required The bank account sort code
POST
/api/v2/bank-accounts
curl \
--request POST 'https://api.plannrcrm.com/api/v2/bank-accounts' \
--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 '{"account_uuids":["58cccd10-6f2c-4c1e-a9f9-17a161734285","3aaa3165-859a-4fcc-9d5f-a00d77d27452"],"account_name":"My Savings Account","account_number":"01234567","sort_code":"012345"}'
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
{
"account_uuids": [
"58cccd10-6f2c-4c1e-a9f9-17a161734285",
"3aaa3165-859a-4fcc-9d5f-a00d77d27452"
],
"account_name": "My Savings Account",
"account_number": "01234567",
"sort_code": "012345"
}
Response examples (200)
{
"uuid": "1a480d2f-6071-4b0a-800c-53a1c868490e",
"accounts": {
"name": "Gareth Thompson",
"role": "client",
"type": "client",
"uuid": "f90ded28-9198-4a9c-a20b-3f40b44b5d53",
"email": "gareth@codepotato.co.uk",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
"created_at": "2025-06-20T18:21:29+01:00",
"first_name": "Gareth",
"updated_at": "2025-06-20T18:21:29+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"sort_code": "123456",
"created_at": "2025-06-20T18:21:29+01:00",
"updated_at": "2025-06-20T18:21:29+01:00",
"account_name": "Savings Account",
"account_number": "12345678"
}