Create an account

POST /api/v1/account

Personal access token & O auth2

application/json

Body object

Client route for Create an account

type string

The type of the account being created. For creating a client, this type must be client.
role string

The role of the account being created. For creating a client, the available roles are: individual, joint, trust and business
title string

Title
first_name string

First Name
middle_name string

Middle Name
last_name string

Last Name
maiden_name string

Maiden Name
email string

Email address
send_welcome_email boolean

Send an email on account creation and create a login
phone string

Phone number
address array

Address
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
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

Target retirement age.
pronouns string

Pronouns
smoker_status string

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

The date of the last time the client used nicotine products.
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

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

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.
current_life_stage_uuid string

The clients current life stage for expenditure. Defaults to first available to firm if not provided.
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
inactive_at date

Inactive from date
circles array

Circles to associate the client to on creation with a login access level that controls what the client would see if they have a login. Available login_access_level values: read and write
external_reference array

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, cash_calc, conquest, filehaven, finio, fundment, intelliflo_office, nucleus, octopus_money, p1, parmenion, seccl, smartsearch, soderberg and transact_remuneration
owners array

Array of client account UUIDs that are owners
shareholders array

Array of shareholders details
shareholders.*.full_name string

The shareholder's full name.
shareholders.*.role string

The shareholder's role.
shareholders.*.appointed_at date

Date the shareholder was appointed
shareholders.*.address array

Shareholder 's address
shareholders.*.percentage integer

Shareholder's percentage
shareholders.*.shares_owned integer

Shareholder's amount of shares owned
shareholders.*.voting_rights string

The shareholder's voting rights.
incomes array

Array of incomes
incomes.*.name string

The income's name.
incomes.*.type string

The income's type.
incomes.*.amount integer

The amount of the income
incomes.*.amount_type string

The income's type (net/gross).
incomes.*.start_date date

Date the income started
incomes.*.end_date date

Date the income ended
incomes.*.frequency string

The income's frequency.
incomes.*.is_taxable boolean

Denotes if the income is taxable
business_details array

Array of business details
business_details.status string

The status of the business.
business_details.status_comments string

The comments related to the status of the business.
business_details.type string

The type of business.
business_details.type_comments string

The type of business.
business_details.incorporated_on date

The Date the business was incorporated on
business_details.business_registered_address array

Array of business registered address details
business_details.business_registered_address.name string

Name of the address
business_details.business_registered_address.address_1 string

First line of the address
business_details.business_registered_address.address_2 string

Second line of the address
business_details.business_registered_address.address_3 string

Third line of the address
business_details.business_registered_address.address_4 string

Fourth line of the address
business_details.business_registered_address.town_city string

Town/City
business_details.business_registered_address.county string

County
business_details.business_registered_address.postcode string

Postcode
business_details.business_registered_address.country string

Country
business_details.nature string

The nature of the business
business_details.uk_sic_code string

The uk SIC code of the business
business_details.companies_house_number string

The companies house number of the business
business_details.year_end_day integer

The day of the month the business uses for their year end date
business_details.year_end_month integer

The month the business uses for their year end date
business_details.firm_website string

The website of the business
business_details.employee_count integer

The number of employees the business has
business_details.self_employed_staff_count integer

The number of self employed staff the business has
business_details.business_value integer

The value of the business
business_details.is_registered_vat boolean

Denotes if the business is registered for VAT
business_details.vat_number string

The VAT number of the business
business_details.accountant_company string

The name of the accounting firm used by the business
business_details.accountant_name string

The name of the accountant used by the business
business_details.business_accountant_address array

Array of the accountant's address details
business_details.business_accountant_address.name string

Name of the address
business_details.business_accountant_address.address_1 string

First line of the address
business_details.business_accountant_address.address_2 string

Second line of the address
business_details.business_accountant_address.address_3 string

Third line of the address
business_details.business_accountant_address.address_4 string

Fourth line of the address
business_details.business_accountant_address.town_city string

Town/City
business_details.business_accountant_address.county string

County
business_details.business_accountant_address.postcode string

Postcode
business_details.business_accountant_address.country string

Country
business_details.legal_adviser_name string

The name of the legal adviser used by the business
business_details.business_legal_adviser_address array

Array of the legal adviser's address details
business_details.business_legal_adviser_address.name string

Name of the address
business_details.business_legal_adviser_address.address_1 string

First line of the address
business_details.business_legal_adviser_address.address_2 string

Second line of the address
business_details.business_legal_adviser_address.address_3 string

Third line of the address
business_details.business_legal_adviser_address.address_4 string

Fourth line of the address
business_details.business_legal_adviser_address.town_city string

Town/City
business_details.business_legal_adviser_address.county string

County
business_details.business_legal_adviser_address.postcode string

Postcode
business_details.business_legal_adviser_address.country string

Country
business_details.auditor_name string

The name of the auditor used by the business
business_details.business_auditor_address array

Array of the auditor's address details
business_details.business_auditor_address.name string

Name of the address
business_details.business_auditor_address.address_1 string

First line of the address
business_details.business_auditor_address.address_2 string

Second line of the address
business_details.business_auditor_address.address_3 string

Third line of the address
business_details.business_auditor_address.address_4 string

Fourth line of the address
business_details.business_auditor_address.town_city string

Town/City
business_details.business_auditor_address.county string

County
business_details.business_auditor_address.postcode string

Postcode
business_details.business_auditor_address.country string

Country
business_details.data_protection_officer string

The name of the data protection officer used by the business
business_details.primary_contacts array

Array of the business's primary contacts
business_details.primary_contacts.*.uuid string

The uuid of the primary contact.
business_details.primary_contacts.*.name string

Name of the primary contact
business_details.primary_contacts.*.email string

Email of the primary contact
business_details.primary_contacts.*.address array

Array of the primary contact's address details
business_details.primary_contacts.*.address.name string

Name of the address
business_details.primary_contacts.*.address.address_1 string

First line of the address
business_details.primary_contacts.*.address.address_2 string

Second line of the address
business_details.primary_contacts.*.address.address_3 string

Third line of the address
business_details.primary_contacts.*.address.address_4 string

Fourth line of the address
business_details.primary_contacts.*.address.town_city string

Town/City
business_details.primary_contacts.*.address.county string

County
business_details.primary_contacts.*.address.postcode string

Postcode
business_details.primary_contacts.*.address.country string

Country

Employee route for Create an account

type string

The type of the account being created. For creating an employee, this type must be employee.
role string

The role of the account being created. For creating an employee, the available roles are: owner, admin and member
first_name string

The first name of the employee.
last_name string

The last name of the employee.
email string

Email address
send_welcome_email boolean

Send an email on account creation and create a login
phone string

Phone number
address array

Address
assigned_adviser_uuid string

6e669c02-275b-4749-8be3-fb5f5a555aae
departments array

The departments the employee is part of
groups array

Group uuids belonging to the firm.
adviser_split_uuid string

The uuid of the the adviser split that will be applied when this adviser adds charges
advice_type string

Employee's RMAR advice type
next_review_date date

Date of next review
previous_review_date date

Date of previous review
anniversary_review_date date

Anniversary review date
meeting_booking_url string

Employee's meeting booking URL
inactive_at date

Inactive from date

Introducer route for Create an account

type string

The type of the account being created. For creating an introducer, this type must be introducer.
role string

The role of the account being created. For creating an introducer, this role must be introducer.
title string

Title
first_name string

First name
last_name string

Last name
entity_name string

Entity/business name
email string

Email address
send_welcome_email boolean

Send an email on account creation and create a login
phone string

Phone number
address array

Address
assigned_adviser_uuid string

UUID of the account that this account reports to
groups array

Group uuids belonging to the firm.
charge_split_schema_uuid string

Charge split schema that is always used when adding a charge split for this introducer
next_review_date date

Date of next review
previous_review_date date

Date of previous review
anniversary_review_date date

Anniversary review date
inactive_at date

Inactive from date

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.
- photo_url string
  
  URL for initial avatar image
- firm object
  
  Firm
  
  Hide firm attributes Show firm attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  slug string
  
  address_1 string
  
  address_2 string
  
  town_city string
  
  county string
  
  postcode string
  
  country string
  
  regulatory_text string
  
  logo string
  
  logo_icon string
  
  brand_colours object
  
  Hide brand_colours attributes Show brand_colours attributes object
  
  sidebar_background string
  
  sidebar_accent string
  
  sidebar_text string
  
  sidebar_hover string
  
  sidebar_active string
  
  sidebar_title_background string
  
  sidebar_title_primary string
  
  sidebar_title_secondary string
  
  sidebar_title_secondary_hover string
  
  email_background string
  
  email_logo_background_panel string
  
  email_sub_text string
  
  email_button_background string
  
  email_button_text string
  
  portal_sidebar_button_background string
  
  portal_sidebar_button_hover string
  
  portal_sidebar_button_active string
  
  portal_brand_title string
  
  portal_brand_sub_title string
  
  portal_sidebar_title string
  
  portal_sidebar_text string
  
  portal_sidebar_text_hover string
  
  portal_sidebar_text_active string
  
  portal_sidebar_icon string
  
  portal_sidebar_icon_hover string
  
  portal_sidebar_icon_active string
  
  portal_background string
  
  portal_sidebar_account_title string
  
  portal_sidebar_account_email string
  
  portal_sidebar_divider string
  
  portal_dashboard_bg_one string
  
  portal_dashboard_bg_two string
  
  portal_sidebar_collapse_button string
  
  portal_sidebar_collapse_button_hover string
  
  portal_sidebar_user_select_background string
  
  portal_sidebar_user_select_hover string
  
  portal_sidebar_user_select_text string
  
  portal_sidebar_user_select_text_hover string
  
  portal_sidebar_user_select_border string
  
  portal_sidebar_user_select_border_hover string
  
  is_subscribed boolean
  
  addon_subscriptions string
  
  keep_deleted_files_for integer
  
  tax number
  
  month_end integer
  
  statement_frequency string
  
  billing object
  
  Hide billing attributes Show billing attributes object
  
  invoice_address_1 string
  
  invoice_address_2 string
  
  invoice_town_city string
  
  invoice_county string
  
  invoice_postcode string
  
  invoice_country string
  
  invoice_email string
  
  task_board_template string
  
  ip_whitelist array[string]
  
  welcome_paragraph_html string
  
  email_welcome_paragraph_html string
  
  show_fact_find_illustrations boolean
- primary_phone_number object
  
  Primary phone number
  
  Hide primary_phone_number attributes Show primary_phone_number attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  type string
  
  name string
  
  value string
  
  phone_number_meta object
  
  Hide phone_number_meta attributes Show phone_number_meta attributes object
  
  country string
  
  formatted string
  
  accounts string
- primary_email object
  
  Primary email
  
  Hide primary_email attributes Show primary_email attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  type string
  
  name string
  
  value string
  
  phone_number_meta object
  
  Hide phone_number_meta attributes Show phone_number_meta attributes object
  
  country string
  
  formatted string
  
  accounts string
- current_time_entry object
  
  Current time entry
  
  Hide current_time_entry attributes Show current_time_entry attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  description string
  
  trackable_type string
  
  trackable string
  
  start_date string
  
  end_date string
  
  is_active boolean
  
  total_time_in_minutes integer
  
  computed_time_elapsed_in_seconds integer
  
  account string
- assigned_adviser object
  
  Assigned adviser
  
  Hide assigned_adviser attributes Show assigned_adviser 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
  
  firm string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  groups string
  
  tags string
  
  owners string
  
  first_contact_date string
  
  next_review_date string
  
  previous_review_date string
  
  anniversary_review_date string
  
  with_login boolean
  
  has_joint_account boolean
  
  can_be_deleted string
  
  joint_account_circle string
  
  circles string
  
  ownership_percentage integer
  
  inactive_at string
  
  custom_fields string
  
  external_references string
- assigned_administrator object
  
  Assigned administrator
  
  Hide assigned_administrator attributes Show assigned_administrator 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
  
  firm string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  groups string
  
  tags string
  
  owners string
  
  first_contact_date string
  
  next_review_date string
  
  previous_review_date string
  
  anniversary_review_date string
  
  with_login boolean
  
  has_joint_account boolean
  
  can_be_deleted string
  
  joint_account_circle string
  
  circles string
  
  ownership_percentage integer
  
  inactive_at string
  
  custom_fields string
  
  external_references string
- assigned_paraplanner object
  
  Assigned paraplanner
  
  Hide assigned_paraplanner attributes Show assigned_paraplanner 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
  
  firm string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  groups string
  
  tags string
  
  owners string
  
  first_contact_date string
  
  next_review_date string
  
  previous_review_date string
  
  anniversary_review_date string
  
  with_login boolean
  
  has_joint_account boolean
  
  can_be_deleted string
  
  joint_account_circle string
  
  circles string
  
  ownership_percentage integer
  
  inactive_at string
  
  custom_fields string
  
  external_references string
- introduced_by object
  
  Introduced by
  
  Hide introduced_by attributes Show introduced_by 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
  
  firm string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  groups string
  
  tags string
  
  owners string
  
  first_contact_date string
  
  next_review_date string
  
  previous_review_date string
  
  anniversary_review_date string
  
  with_login boolean
  
  has_joint_account boolean
  
  can_be_deleted string
  
  joint_account_circle string
  
  circles string
  
  ownership_percentage integer
  
  inactive_at string
  
  custom_fields string
  
  external_references string
- groups array[object]
  
  Groups
  
  Hide groups attributes Show groups attributes object
  
  uuid string
  
  name string
  
  slug string
  
  participants_count string
  
  participants object
  
  Hide participants attributes Show participants attributes object
  
  uuid object
  
  Hide uuid attributes Show uuid attributes object
  
  example string
  
  description string
  
  role object
  
  Hide role attributes Show role attributes object
  
  example string
  
  description string
  
  first_name object
  
  Hide first_name attributes Show first_name attributes object
  
  example string
  
  description string
  
  last_name object
  
  Hide last_name attributes Show last_name attributes object
  
  example string
  
  description string
  
  name object
  
  Hide name attributes Show name attributes object
  
  example string
  
  description string
  
  email object
  
  Hide email attributes Show email attributes object
  
  example string
  
  description string
  
  created_at string
  
  updated_at string
- tags array[object]
  
  Tags
  
  Hide tags attributes Show tags attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  slug string
  
  colour string
- owners array[object]
  
  Accounts that own this account
  
  Hide owners attributes Show owners 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
  
  firm string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  groups string
  
  tags string
  
  owners string
  
  first_contact_date string
  
  next_review_date string
  
  previous_review_date string
  
  anniversary_review_date string
  
  with_login boolean
  
  has_joint_account boolean
  
  can_be_deleted string
  
  joint_account_circle string
  
  circles string
  
  ownership_percentage integer
  
  inactive_at string
  
  custom_fields string
  
  external_references string
- 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.
  
  Hide joint_account_circle attributes Show joint_account_circle attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  photo_url string
  
  bg_colour string
  
  accounts string
  
  groups string
  
  joint_account_uuid string
  
  login_access_level string
  
  external_references string
- circles array[object]
  
  The circles the account belongs to
  
  Hide circles attributes Show circles attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  photo_url string
  
  bg_colour string
  
  accounts string
  
  groups string
  
  joint_account_uuid string
  
  login_access_level string
  
  external_references string
- 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.
  
  Hide custom_fields attributes Show custom_fields attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  type string
  
  name string
  
  reference string
  
  is_required boolean
  
  value string
  
  selection_options array[string]
  
  help_text string
- external_references array[object]
  
  The external references that have been added to the client.
  
  Hide external_references attributes Show external_references attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  third_party string
  
  reference string

POST /api/v1/account

curl \
 --request POST 'https://api.plannrcrm.com/api/v1/account' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{"type":"client","role":"individual","title":"Mr","first_name":"Gareth","middle_name":"Alex","last_name":"Thompson","maiden_name":"Thompson","email":"gareth@codepotato.co.uk","send_welcome_email":true,"phone":"443330509960","address":[{"name":{"type":"string","example":"Work Address","required":false,"description":"Name of the address"},"county":{"type":"string","example":"Hampshire","required":false,"description":"County"},"country":{"type":"string","example":"United Kingdom","required":false,"description":"Country"},"postcode":{"type":"string","example":"PO7 7YH","required":false,"description":"Postcode"},"address_1":{"type":"string","example":"Suite E","required":false,"description":"First line of the address"},"address_2":{"type":"string","example":"5 The Briars","required":false,"description":"Second line of the address"},"address_3":{"type":"string","example":"Waterberry Drive","required":false,"description":"Third line of the address"},"address_4":{"type":"string","example":"The Innovative Centre","required":false,"description":"Fourth line of the address"},"town_city":{"type":"string","example":"Waterlooville","required":false,"description":"Town/City"},"move_in_date":{"type":"string","example":"2024-06-20","required":false,"description":"Move in date"},"moved_in_year":{"type":"integer","example":2022,"required":false,"description":"The year the client moved into this address."},"moved_in_month":{"type":"integer","example":6,"required":false,"description":"The month the client moved into this address."},"moved_out_year":{"type":"integer","example":2024,"required":false,"description":"The year the client moved out of this address."},"moved_out_month":{"type":"integer","example":1,"required":false,"description":"The month the client moved out of this address."},"residential_status":{"type":"string","example":"homeowner","required":false,"description":"The client's residential status when living at the address."},"residential_status_other":{"type":"string","example":"Non-tenant occupier","required":false,"description":"The client's residential status if it is not provided in the residential_status options. Must only be provided if residential_status is other."}}],"assigned_adviser_uuid":"3719cc25-177d-4517-aad3-e47536749c10","assigned_administrator_uuid":"cd134a12-d5cf-4827-bad6-959bda508187","assigned_paraplanner_uuid":"ca574ecf-7c21-41a3-b400-152e9085f579","introduced_by_uuid":"e4018dfc-e89e-4583-bb7c-d8db81c288f3","date_of_birth":"1975-10-15","gender":"Male","ni_number":"AB 12 34 56 C","nickname":"G","target_retirement_age":60,"pronouns":"he/him","smoker_status":"non-smoker","last_used_nicotine_products_date":"2024-10-15","residential_status":"settled","country_of_residence":"United Kingdom","marital_status":"married","is_vulnerable":"possibly","is_prospect":false,"prospect_converted_at":"2025-10-15T17:03:45+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":"2015-10-15","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":"2025-10-14","has_power_of_attorney":true,"power_of_attorney_notes":"Notes on the client's power of attorney.","first_contact_date":"2025-09-15","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":"2025-11-15","previous_review_date":"2025-09-15","anniversary_review_date":"2025-10-15","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":"2025-10-15T00:00:00+01:00","will_poa_details":"string","are_poa_documents_registered":true,"will_gifts_details":"string","groups":["c4087ace-5a4b-4320-990c-dc5d070cbe25","56ec96bb-1ba3-421b-9b8b-b092dd3614ed"],"is_in_receipt_of_your_state_pension":true,"has_obtained_a_forecast":true,"date_of_forecast":"2025-10-15T17:03:45+01:00","projected_state_pension":50000,"years_of_national_insurance_contributions":5,"pension_notes":"string","status_uuid":"4ac073a5-2caf-4ba2-9040-86d0b0540cb9","current_life_stage_uuid":"6f189e35-d348-4d6d-859f-f0909409d859","date_of_marriage":"2025-10-15","is_deceased":false,"deceased_at":"2025-10-15","is_married_to_partner":true,"checked_sanctions_at":"2025-10-15","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,"inactive_at":"2025-10-15","circles":[{"uuid":null,"login_access_level":"write"}],"external_reference":[{"reference":"AB123456","third_party":"nucleus"}],"owners":[null,null],"shareholders":[],"shareholders.*.full_name":"John Smith","shareholders.*.role":"Director","shareholders.*.appointed_at":"2025-10-15","shareholders.*.address":[{"name":{"type":"string","example":"Work Address","required":false,"description":"Name of the address"},"county":{"type":"string","example":"Hampshire","required":false,"description":"County"},"country":{"type":"string","example":"United Kingdom","required":false,"description":"Country"},"postcode":{"type":"string","example":"PO7 7YH","required":false,"description":"Postcode"},"address_1":{"type":"string","example":"Suite E","required":false,"description":"First line of the address"},"address_2":{"type":"string","example":"5 The Briars","required":false,"description":"Second line of the address"},"address_3":{"type":"string","example":"Waterberry Drive","required":false,"description":"Third line of the address"},"address_4":{"type":"string","example":"The Innovative Centre","required":false,"description":"Fourth line of the address"},"town_city":{"type":"string","example":"Waterlooville","required":false,"description":"Town/City"},"move_in_date":{"type":"string","example":"2024-06-20","required":false,"description":"Move in date"},"moved_in_year":{"type":"integer","example":2022,"required":false,"description":"The year the client moved into this address."},"moved_in_month":{"type":"integer","example":6,"required":false,"description":"The month the client moved into this address."},"moved_out_year":{"type":"integer","example":2024,"required":false,"description":"The year the client moved out of this address."},"moved_out_month":{"type":"integer","example":1,"required":false,"description":"The month the client moved out of this address."},"residential_status":{"type":"string","example":"homeowner","required":false,"description":"The client's residential status when living at the address."},"residential_status_other":{"type":"string","example":"Non-tenant occupier","required":false,"description":"The client's residential status if it is not provided in the residential_status options. Must only be provided if residential_status is other."}}],"shareholders.*.percentage":60,"shareholders.*.shares_owned":20,"shareholders.*.voting_rights":"Right to appoint or remove directors","incomes":[],"incomes.*.name":"State Pension","incomes.*.type":"pension","incomes.*.amount":20000,"incomes.*.amount_type":"net","incomes.*.start_date":"2025-10-15","incomes.*.end_date":"2025-10-15","incomes.*.frequency":"monthly","incomes.*.is_taxable":false,"business_details":[],"business_details.status":"Insolvent","business_details.status_comments":"This was due to an accounting error","business_details.type":"Public Limited Company","business_details.type_comments":"They became a Public Limited Company after May 2025","business_details.incorporated_on":"2025-10-15","business_details.business_registered_address":[],"business_details.business_registered_address.name":"Work Address","business_details.business_registered_address.address_1":"Suite E","business_details.business_registered_address.address_2":"5 The Briars","business_details.business_registered_address.address_3":"Waterberry Drive","business_details.business_registered_address.address_4":"The Innovative Centre","business_details.business_registered_address.town_city":"Waterlooville","business_details.business_registered_address.county":"Hampshire","business_details.business_registered_address.postcode":"PO7 7YH","business_details.business_registered_address.country":"United Kingdom","business_details.nature":"Construction","business_details.uk_sic_code":"12345","business_details.companies_house_number":"OC999999","business_details.year_end_day":11,"business_details.year_end_month":7,"business_details.firm_website":"www.google.com","business_details.employee_count":30,"business_details.self_employed_staff_count":30,"business_details.business_value":45000000,"business_details.is_registered_vat":false,"business_details.vat_number":"12345","business_details.accountant_company":"Accurate Accounting","business_details.accountant_name":"Andy Accountant","business_details.business_accountant_address":[],"business_details.business_accountant_address.name":"Work Address","business_details.business_accountant_address.address_1":"Suite E","business_details.business_accountant_address.address_2":"5 The Briars","business_details.business_accountant_address.address_3":"Waterberry Drive","business_details.business_accountant_address.address_4":"The Innovative Centre","business_details.business_accountant_address.town_city":"Waterlooville","business_details.business_accountant_address.county":"Hampshire","business_details.business_accountant_address.postcode":"PO7 7YH","business_details.business_accountant_address.country":"United Kingdom","business_details.legal_adviser_name":"Lenny Legal","business_details.business_legal_adviser_address":[],"business_details.business_legal_adviser_address.name":"Work Address","business_details.business_legal_adviser_address.address_1":"Suite E","business_details.business_legal_adviser_address.address_2":"5 The Briars","business_details.business_legal_adviser_address.address_3":"Waterberry Drive","business_details.business_legal_adviser_address.address_4":"The Innovative Centre","business_details.business_legal_adviser_address.town_city":"Waterlooville","business_details.business_legal_adviser_address.county":"Hampshire","business_details.business_legal_adviser_address.postcode":"PO7 7YH","business_details.business_legal_adviser_address.country":"United Kingdom","business_details.auditor_name":"Andy Audit","business_details.business_auditor_address":[],"business_details.business_auditor_address.name":"Work Address","business_details.business_auditor_address.address_1":"Suite E","business_details.business_auditor_address.address_2":"5 The Briars","business_details.business_auditor_address.address_3":"Waterberry Drive","business_details.business_auditor_address.address_4":"The Innovative Centre","business_details.business_auditor_address.town_city":"Waterlooville","business_details.business_auditor_address.county":"Hampshire","business_details.business_auditor_address.postcode":"PO7 7YH","business_details.business_auditor_address.country":"United Kingdom","business_details.data_protection_officer":"Dave Data","business_details.primary_contacts":[],"business_details.primary_contacts.*.uuid":"ad6bdb54-e668-4bda-bc55-25b6d2a558f1","business_details.primary_contacts.*.name":"Jane Doe","business_details.primary_contacts.*.email":"janedoe@primarycontact.com","business_details.primary_contacts.*.address":[],"business_details.primary_contacts.*.address.name":"Work Address","business_details.primary_contacts.*.address.address_1":"Suite E","business_details.primary_contacts.*.address.address_2":"5 The Briars","business_details.primary_contacts.*.address.address_3":"Waterberry Drive","business_details.primary_contacts.*.address.address_4":"The Innovative Centre","business_details.primary_contacts.*.address.town_city":"Waterlooville","business_details.primary_contacts.*.address.county":"Hampshire","business_details.primary_contacts.*.address.postcode":"PO7 7YH","business_details.primary_contacts.*.address.country":"United Kingdom"}'

Request examples

{
  "type": "client",
  "role": "individual",
  "title": "Mr",
  "first_name": "Gareth",
  "middle_name": "Alex",
  "last_name": "Thompson",
  "maiden_name": "Thompson",
  "email": "gareth@codepotato.co.uk",
  "send_welcome_email": true,
  "phone": "443330509960",
  "address": [
    {
      "name": {
        "type": "string",
        "example": "Work Address",
        "required": false,
        "description": "Name of the address"
      },
      "county": {
        "type": "string",
        "example": "Hampshire",
        "required": false,
        "description": "County"
      },
      "country": {
        "type": "string",
        "example": "United Kingdom",
        "required": false,
        "description": "Country"
      },
      "postcode": {
        "type": "string",
        "example": "PO7 7YH",
        "required": false,
        "description": "Postcode"
      },
      "address_1": {
        "type": "string",
        "example": "Suite E",
        "required": false,
        "description": "First line of the address"
      },
      "address_2": {
        "type": "string",
        "example": "5 The Briars",
        "required": false,
        "description": "Second line of the address"
      },
      "address_3": {
        "type": "string",
        "example": "Waterberry Drive",
        "required": false,
        "description": "Third line of the address"
      },
      "address_4": {
        "type": "string",
        "example": "The Innovative Centre",
        "required": false,
        "description": "Fourth line of the address"
      },
      "town_city": {
        "type": "string",
        "example": "Waterlooville",
        "required": false,
        "description": "Town/City"
      },
      "move_in_date": {
        "type": "string",
        "example": "2024-06-20",
        "required": false,
        "description": "Move in date"
      },
      "moved_in_year": {
        "type": "integer",
        "example": 2022,
        "required": false,
        "description": "The year the client moved into this address."
      },
      "moved_in_month": {
        "type": "integer",
        "example": 6,
        "required": false,
        "description": "The month the client moved into this address."
      },
      "moved_out_year": {
        "type": "integer",
        "example": 2024,
        "required": false,
        "description": "The year the client moved out of this address."
      },
      "moved_out_month": {
        "type": "integer",
        "example": 1,
        "required": false,
        "description": "The month the client moved out of this address."
      },
      "residential_status": {
        "type": "string",
        "example": "homeowner",
        "required": false,
        "description": "The client's residential status when living at the address."
      },
      "residential_status_other": {
        "type": "string",
        "example": "Non-tenant occupier",
        "required": false,
        "description": "The client's residential status if it is not provided in the residential_status options. Must only be provided if residential_status is other."
      }
    }
  ],
  "assigned_adviser_uuid": "3719cc25-177d-4517-aad3-e47536749c10",
  "assigned_administrator_uuid": "cd134a12-d5cf-4827-bad6-959bda508187",
  "assigned_paraplanner_uuid": "ca574ecf-7c21-41a3-b400-152e9085f579",
  "introduced_by_uuid": "e4018dfc-e89e-4583-bb7c-d8db81c288f3",
  "date_of_birth": "1975-10-15",
  "gender": "Male",
  "ni_number": "AB 12 34 56 C",
  "nickname": "G",
  "target_retirement_age": 60,
  "pronouns": "he/him",
  "smoker_status": "non-smoker",
  "last_used_nicotine_products_date": "2024-10-15",
  "residential_status": "settled",
  "country_of_residence": "United Kingdom",
  "marital_status": "married",
  "is_vulnerable": "possibly",
  "is_prospect": false,
  "prospect_converted_at": "2025-10-15T17:03:45+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": "2015-10-15",
  "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": "2025-10-14",
  "has_power_of_attorney": true,
  "power_of_attorney_notes": "Notes on the client's power of attorney.",
  "first_contact_date": "2025-09-15",
  "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": "2025-11-15",
  "previous_review_date": "2025-09-15",
  "anniversary_review_date": "2025-10-15",
  "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": "2025-10-15T00:00:00+01:00",
  "will_poa_details": "string",
  "are_poa_documents_registered": true,
  "will_gifts_details": "string",
  "groups": [
    "c4087ace-5a4b-4320-990c-dc5d070cbe25",
    "56ec96bb-1ba3-421b-9b8b-b092dd3614ed"
  ],
  "is_in_receipt_of_your_state_pension": true,
  "has_obtained_a_forecast": true,
  "date_of_forecast": "2025-10-15T17:03:45+01:00",
  "projected_state_pension": 50000,
  "years_of_national_insurance_contributions": 5,
  "pension_notes": "string",
  "status_uuid": "4ac073a5-2caf-4ba2-9040-86d0b0540cb9",
  "current_life_stage_uuid": "6f189e35-d348-4d6d-859f-f0909409d859",
  "date_of_marriage": "2025-10-15",
  "is_deceased": false,
  "deceased_at": "2025-10-15",
  "is_married_to_partner": true,
  "checked_sanctions_at": "2025-10-15",
  "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,
  "inactive_at": "2025-10-15",
  "circles": [
    {
      "uuid": null,
      "login_access_level": "write"
    }
  ],
  "external_reference": [
    {
      "reference": "AB123456",
      "third_party": "nucleus"
    }
  ],
  "owners": [
    null,
    null
  ],
  "shareholders": [],
  "shareholders.*.full_name": "John Smith",
  "shareholders.*.role": "Director",
  "shareholders.*.appointed_at": "2025-10-15",
  "shareholders.*.address": [
    {
      "name": {
        "type": "string",
        "example": "Work Address",
        "required": false,
        "description": "Name of the address"
      },
      "county": {
        "type": "string",
        "example": "Hampshire",
        "required": false,
        "description": "County"
      },
      "country": {
        "type": "string",
        "example": "United Kingdom",
        "required": false,
        "description": "Country"
      },
      "postcode": {
        "type": "string",
        "example": "PO7 7YH",
        "required": false,
        "description": "Postcode"
      },
      "address_1": {
        "type": "string",
        "example": "Suite E",
        "required": false,
        "description": "First line of the address"
      },
      "address_2": {
        "type": "string",
        "example": "5 The Briars",
        "required": false,
        "description": "Second line of the address"
      },
      "address_3": {
        "type": "string",
        "example": "Waterberry Drive",
        "required": false,
        "description": "Third line of the address"
      },
      "address_4": {
        "type": "string",
        "example": "The Innovative Centre",
        "required": false,
        "description": "Fourth line of the address"
      },
      "town_city": {
        "type": "string",
        "example": "Waterlooville",
        "required": false,
        "description": "Town/City"
      },
      "move_in_date": {
        "type": "string",
        "example": "2024-06-20",
        "required": false,
        "description": "Move in date"
      },
      "moved_in_year": {
        "type": "integer",
        "example": 2022,
        "required": false,
        "description": "The year the client moved into this address."
      },
      "moved_in_month": {
        "type": "integer",
        "example": 6,
        "required": false,
        "description": "The month the client moved into this address."
      },
      "moved_out_year": {
        "type": "integer",
        "example": 2024,
        "required": false,
        "description": "The year the client moved out of this address."
      },
      "moved_out_month": {
        "type": "integer",
        "example": 1,
        "required": false,
        "description": "The month the client moved out of this address."
      },
      "residential_status": {
        "type": "string",
        "example": "homeowner",
        "required": false,
        "description": "The client's residential status when living at the address."
      },
      "residential_status_other": {
        "type": "string",
        "example": "Non-tenant occupier",
        "required": false,
        "description": "The client's residential status if it is not provided in the residential_status options. Must only be provided if residential_status is other."
      }
    }
  ],
  "shareholders.*.percentage": 60,
  "shareholders.*.shares_owned": 20,
  "shareholders.*.voting_rights": "Right to appoint or remove directors",
  "incomes": [],
  "incomes.*.name": "State Pension",
  "incomes.*.type": "pension",
  "incomes.*.amount": 20000,
  "incomes.*.amount_type": "net",
  "incomes.*.start_date": "2025-10-15",
  "incomes.*.end_date": "2025-10-15",
  "incomes.*.frequency": "monthly",
  "incomes.*.is_taxable": false,
  "business_details": [],
  "business_details.status": "Insolvent",
  "business_details.status_comments": "This was due to an accounting error",
  "business_details.type": "Public Limited Company",
  "business_details.type_comments": "They became a Public Limited Company after May 2025",
  "business_details.incorporated_on": "2025-10-15",
  "business_details.business_registered_address": [],
  "business_details.business_registered_address.name": "Work Address",
  "business_details.business_registered_address.address_1": "Suite E",
  "business_details.business_registered_address.address_2": "5 The Briars",
  "business_details.business_registered_address.address_3": "Waterberry Drive",
  "business_details.business_registered_address.address_4": "The Innovative Centre",
  "business_details.business_registered_address.town_city": "Waterlooville",
  "business_details.business_registered_address.county": "Hampshire",
  "business_details.business_registered_address.postcode": "PO7 7YH",
  "business_details.business_registered_address.country": "United Kingdom",
  "business_details.nature": "Construction",
  "business_details.uk_sic_code": "12345",
  "business_details.companies_house_number": "OC999999",
  "business_details.year_end_day": 11,
  "business_details.year_end_month": 7,
  "business_details.firm_website": "www.google.com",
  "business_details.employee_count": 30,
  "business_details.self_employed_staff_count": 30,
  "business_details.business_value": 45000000,
  "business_details.is_registered_vat": false,
  "business_details.vat_number": "12345",
  "business_details.accountant_company": "Accurate Accounting",
  "business_details.accountant_name": "Andy Accountant",
  "business_details.business_accountant_address": [],
  "business_details.business_accountant_address.name": "Work Address",
  "business_details.business_accountant_address.address_1": "Suite E",
  "business_details.business_accountant_address.address_2": "5 The Briars",
  "business_details.business_accountant_address.address_3": "Waterberry Drive",
  "business_details.business_accountant_address.address_4": "The Innovative Centre",
  "business_details.business_accountant_address.town_city": "Waterlooville",
  "business_details.business_accountant_address.county": "Hampshire",
  "business_details.business_accountant_address.postcode": "PO7 7YH",
  "business_details.business_accountant_address.country": "United Kingdom",
  "business_details.legal_adviser_name": "Lenny Legal",
  "business_details.business_legal_adviser_address": [],
  "business_details.business_legal_adviser_address.name": "Work Address",
  "business_details.business_legal_adviser_address.address_1": "Suite E",
  "business_details.business_legal_adviser_address.address_2": "5 The Briars",
  "business_details.business_legal_adviser_address.address_3": "Waterberry Drive",
  "business_details.business_legal_adviser_address.address_4": "The Innovative Centre",
  "business_details.business_legal_adviser_address.town_city": "Waterlooville",
  "business_details.business_legal_adviser_address.county": "Hampshire",
  "business_details.business_legal_adviser_address.postcode": "PO7 7YH",
  "business_details.business_legal_adviser_address.country": "United Kingdom",
  "business_details.auditor_name": "Andy Audit",
  "business_details.business_auditor_address": [],
  "business_details.business_auditor_address.name": "Work Address",
  "business_details.business_auditor_address.address_1": "Suite E",
  "business_details.business_auditor_address.address_2": "5 The Briars",
  "business_details.business_auditor_address.address_3": "Waterberry Drive",
  "business_details.business_auditor_address.address_4": "The Innovative Centre",
  "business_details.business_auditor_address.town_city": "Waterlooville",
  "business_details.business_auditor_address.county": "Hampshire",
  "business_details.business_auditor_address.postcode": "PO7 7YH",
  "business_details.business_auditor_address.country": "United Kingdom",
  "business_details.data_protection_officer": "Dave Data",
  "business_details.primary_contacts": [],
  "business_details.primary_contacts.*.uuid": "ad6bdb54-e668-4bda-bc55-25b6d2a558f1",
  "business_details.primary_contacts.*.name": "Jane Doe",
  "business_details.primary_contacts.*.email": "janedoe@primarycontact.com",
  "business_details.primary_contacts.*.address": [],
  "business_details.primary_contacts.*.address.name": "Work Address",
  "business_details.primary_contacts.*.address.address_1": "Suite E",
  "business_details.primary_contacts.*.address.address_2": "5 The Briars",
  "business_details.primary_contacts.*.address.address_3": "Waterberry Drive",
  "business_details.primary_contacts.*.address.address_4": "The Innovative Centre",
  "business_details.primary_contacts.*.address.town_city": "Waterlooville",
  "business_details.primary_contacts.*.address.county": "Hampshire",
  "business_details.primary_contacts.*.address.postcode": "PO7 7YH",
  "business_details.primary_contacts.*.address.country": "United Kingdom"
}

{
  "type": "employee",
  "role": "member",
  "first_name": "Gareth",
  "last_name": "Thompson",
  "email": "gareth@codepotato.co.uk",
  "send_welcome_email": true,
  "phone": "443330509960",
  "address": [
    {
      "name": {
        "type": "string",
        "example": "Work Address",
        "required": false,
        "description": "Name of the address"
      },
      "county": {
        "type": "string",
        "example": "Hampshire",
        "required": false,
        "description": "County"
      },
      "country": {
        "type": "string",
        "example": "United Kingdom",
        "required": false,
        "description": "Country"
      },
      "postcode": {
        "type": "string",
        "example": "PO7 7YH",
        "required": false,
        "description": "Postcode"
      },
      "address_1": {
        "type": "string",
        "example": "Suite E",
        "required": false,
        "description": "First line of the address"
      },
      "address_2": {
        "type": "string",
        "example": "5 The Briars",
        "required": false,
        "description": "Second line of the address"
      },
      "address_3": {
        "type": "string",
        "example": "Waterberry Drive",
        "required": false,
        "description": "Third line of the address"
      },
      "address_4": {
        "type": "string",
        "example": "The Innovative Centre",
        "required": false,
        "description": "Fourth line of the address"
      },
      "town_city": {
        "type": "string",
        "example": "Waterlooville",
        "required": false,
        "description": "Town/City"
      },
      "move_in_date": {
        "type": "string",
        "example": "2024-06-20",
        "required": false,
        "description": "Move in date"
      },
      "moved_in_year": {
        "type": "integer",
        "example": 2022,
        "required": false,
        "description": "The year the client moved into this address."
      },
      "moved_in_month": {
        "type": "integer",
        "example": 6,
        "required": false,
        "description": "The month the client moved into this address."
      },
      "moved_out_year": {
        "type": "integer",
        "example": 2024,
        "required": false,
        "description": "The year the client moved out of this address."
      },
      "moved_out_month": {
        "type": "integer",
        "example": 1,
        "required": false,
        "description": "The month the client moved out of this address."
      },
      "residential_status": {
        "type": "string",
        "example": "homeowner",
        "required": false,
        "description": "The client's residential status when living at the address."
      },
      "residential_status_other": {
        "type": "string",
        "example": "Non-tenant occupier",
        "required": false,
        "description": "The client's residential status if it is not provided in the residential_status options. Must only be provided if residential_status is other."
      }
    }
  ],
  "assigned_adviser_uuid": "624f4d58-7309-4f28-91e7-5d04eb972caa",
  "departments": [
    "paraplanner",
    "adviser"
  ],
  "groups": [
    "7becdf17-59f2-4b19-8614-04db21ebde50",
    "bbf1fffa-1207-4e5c-9ccc-44de5c9ec9ab"
  ],
  "adviser_split_uuid": "ec6df5d1-3df1-416b-a660-d96e240245e9",
  "advice_type": "independent",
  "next_review_date": "2025-11-15",
  "previous_review_date": "2025-09-15",
  "anniversary_review_date": "2025-10-15",
  "meeting_booking_url": "https://calendly.com/gareth-codepotato",
  "inactive_at": "2025-10-15"
}

{
  "type": "introducer",
  "role": "introducer",
  "title": "Mr",
  "first_name": "Patrick",
  "last_name": "Stanton",
  "entity_name": "PatrickCo",
  "email": "gareth@codepotato.co.uk",
  "send_welcome_email": true,
  "phone": "443330509960",
  "address": [
    {
      "name": {
        "type": "string",
        "example": "Work Address",
        "required": false,
        "description": "Name of the address"
      },
      "county": {
        "type": "string",
        "example": "Hampshire",
        "required": false,
        "description": "County"
      },
      "country": {
        "type": "string",
        "example": "United Kingdom",
        "required": false,
        "description": "Country"
      },
      "postcode": {
        "type": "string",
        "example": "PO7 7YH",
        "required": false,
        "description": "Postcode"
      },
      "address_1": {
        "type": "string",
        "example": "Suite E",
        "required": false,
        "description": "First line of the address"
      },
      "address_2": {
        "type": "string",
        "example": "5 The Briars",
        "required": false,
        "description": "Second line of the address"
      },
      "address_3": {
        "type": "string",
        "example": "Waterberry Drive",
        "required": false,
        "description": "Third line of the address"
      },
      "address_4": {
        "type": "string",
        "example": "The Innovative Centre",
        "required": false,
        "description": "Fourth line of the address"
      },
      "town_city": {
        "type": "string",
        "example": "Waterlooville",
        "required": false,
        "description": "Town/City"
      },
      "move_in_date": {
        "type": "string",
        "example": "2024-06-20",
        "required": false,
        "description": "Move in date"
      },
      "moved_in_year": {
        "type": "integer",
        "example": 2022,
        "required": false,
        "description": "The year the client moved into this address."
      },
      "moved_in_month": {
        "type": "integer",
        "example": 6,
        "required": false,
        "description": "The month the client moved into this address."
      },
      "moved_out_year": {
        "type": "integer",
        "example": 2024,
        "required": false,
        "description": "The year the client moved out of this address."
      },
      "moved_out_month": {
        "type": "integer",
        "example": 1,
        "required": false,
        "description": "The month the client moved out of this address."
      },
      "residential_status": {
        "type": "string",
        "example": "homeowner",
        "required": false,
        "description": "The client's residential status when living at the address."
      },
      "residential_status_other": {
        "type": "string",
        "example": "Non-tenant occupier",
        "required": false,
        "description": "The client's residential status if it is not provided in the residential_status options. Must only be provided if residential_status is other."
      }
    }
  ],
  "assigned_adviser_uuid": "5de5064e-af9a-481e-9a11-1469d2732ef1",
  "groups": [
    "15d5e396-bbba-4209-bd0f-bf3785f39d32",
    "fa5038fb-5f74-42f1-b9b1-0d629acff68a"
  ],
  "charge_split_schema_uuid": "e897fbb2-477c-4656-84f3-cd2992313dd1",
  "next_review_date": "2025-11-15",
  "previous_review_date": "2025-09-15",
  "anniversary_review_date": "2025-10-15",
  "inactive_at": "2025-10-15"
}

Response examples (200)

{
  "firm": {
    "tax": 17.5,
    "logo": "https://api.plannrcrm.com/images/plannr.jpg",
    "name": "Codepotato",
    "slug": "codepotato",
    "uuid": "246d8292-77bb-47a4-afaf-6277aaaaab5b",
    "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": "2025-10-15T17:03:45+01:00",
    "updated_at": "2025-10-15T17:03:45+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",
      "portal_background": "#f6f6f6",
      "portal_brand_title": "#323b4b",
      "sidebar_background": "#0E0E56",
      "portal_sidebar_icon": "#828994",
      "portal_sidebar_text": "#323b4b",
      "portal_sidebar_title": "#11151d",
      "sidebar_title_primary": "#FFC634",
      "portal_brand_sub_title": "#828994",
      "portal_sidebar_divider": "#e3e5e9",
      "email_button_background": "#36367E",
      "portal_dashboard_bg_one": "#EF4583",
      "portal_dashboard_bg_two": "#FFC634",
      "sidebar_title_secondary": "#ffffff",
      "sidebar_title_background": "#36367E",
      "portal_sidebar_icon_hover": "#828994",
      "portal_sidebar_text_hover": "#323b4b",
      "portal_sidebar_icon_active": "#828994",
      "portal_sidebar_text_active": "#323b4b",
      "email_logo_background_panel": "#36367E",
      "portal_sidebar_button_hover": "#ffffff",
      "portal_sidebar_account_email": "#828994",
      "portal_sidebar_account_title": "#11151d",
      "portal_sidebar_button_active": "#ffffff",
      "sidebar_title_secondary_hover": "#ffffff",
      "portal_sidebar_collapse_button": "#828994",
      "portal_sidebar_user_select_text": "#323B4B",
      "portal_sidebar_button_background": "#f6f6f6",
      "portal_sidebar_user_select_hover": "transparent",
      "portal_sidebar_user_select_border": "#EEEEEE",
      "portal_sidebar_collapse_button_hover": "#B3B9C4",
      "portal_sidebar_user_select_background": "transparent",
      "portal_sidebar_user_select_text_hover": "#323B4B",
      "portal_sidebar_user_select_border_hover": "#828994"
    },
    "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": "0008f2ed-43f6-4819-bb3a-9362945264b8",
      "colour": "#ef4582",
      "created_at": "2025-10-15T17:03:45+01:00",
      "updated_at": "2025-10-15T17:03:45+01:00"
    }
  ],
  "type": "client",
  "uuid": "6cd00084-07b4-4f28-9baa-1cd46b74999d",
  "email": "gareth@codepotato.co.uk",
  "groups": [
    {
      "name": "finance",
      "slug": "finance",
      "uuid": "af439061-afcc-40cd-9b9e-c545dd20eda1",
      "created_at": "2025-10-15T17:03:45+01:00",
      "updated_at": "2025-10-15T17:03:45+01:00",
      "participants": {
        "name": {
          "example": "Gareth Thompson",
          "description": "Name of the account"
        },
        "role": {
          "example": "client",
          "description": "Role of the account"
        },
        "uuid": {
          "example": "1f6f5fb8-cc47-41de-806c-0f3f9ffa4c6b",
          "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": "03c486ad-2c8d-4a23-a4ed-62a27f820da1",
      "email": "gareth@codepotato.co.uk",
      "groups": "App\\Http\\Resources\\GroupResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "circles": "App\\Http\\Resources\\CircleResource",
      "last_name": "Thompson",
      "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
      "created_at": "2025-10-15T17:03:45+01:00",
      "first_name": "Gareth",
      "updated_at": "2025-10-15T17:03:45+01:00",
      "with_login": true,
      "inactive_at": "2025-10-15",
      "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": "2025-10-15T17:03:45+01:00",
      "has_joint_account": true,
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "first_contact_date": "2025-10-15T17:03:45+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": "2025-10-15T17:03:45+01:00",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "anniversary_review_date": "2025-10-15T17:03:45+01:00"
    }
  ],
  "circles": [
    {
      "name": "Jones Family",
      "uuid": "29dea96c-3ceb-4a0f-acb5-c53ef088e882",
      "groups": "App\\Http\\Resources\\GroupResource",
      "accounts": "App\\Http\\Resources\\AccountResource",
      "bg_colour": "#35f4e1",
      "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
      "created_at": "2025-10-15T17:03:45+01:00",
      "updated_at": "2025-10-15T17:03:45+01:00",
      "joint_account_uuid": "ebcfbece-fb9c-4d7e-8687-af2d74d03577",
      "login_access_level": "write",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    }
  ],
  "last_name": "Thompson",
  "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
  "created_at": "2025-10-15T17:03:45+01:00",
  "first_name": "Gareth",
  "updated_at": "2025-10-15T17:03:45+01:00",
  "with_login": true,
  "inactive_at": "2025-10-15",
  "custom_fields": [
    {
      "name": "Favourite Drink",
      "type": "string",
      "uuid": "c25fd498-d4fd-47ff-96d9-b5e647dff46b",
      "value": "Coffee",
      "help_text": "This is the client's favourite drink.",
      "reference": "favourite_drink",
      "created_at": "2025-10-15T17:03:45+01:00",
      "updated_at": "2025-10-15T17:03:45+01:00",
      "is_required": false,
      "selection_options": [
        "Coffee",
        "Tea",
        "Water"
      ]
    }
  ],
  "introduced_by": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "2f34147c-34e4-4859-9ceb-6c32f31ff657",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "circles": "App\\Http\\Resources\\CircleResource",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
    "created_at": "2025-10-15T17:03:45+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-10-15T17:03:45+01:00",
    "with_login": true,
    "inactive_at": "2025-10-15",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
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}