Create a check Run in API Explorer

Add MCP server to your AI tool

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

MCP server URL

https://apidocs.plannrcrm.com/mcp

Standard setup for AI tools providing an mcp.json file

mcp.json 
{
  "PlannrCRM MCP server": {
    "url": "https://apidocs.plannrcrm.com/mcp"
  }
}
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POST /api/v1/account/{account_uuid}/check
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • account_uuid string Required
application/json

Body

  • provider string

    The name of the provider that ran the check.

  • type string Required

    The type of check, possible values are aml, smartdoc and fraud

    Value Description
    aml Aml
    smartdoc Smartdoc
    fraud Fraud

    Values are aml, smartdoc, or fraud.

  • provider_reference string

    The provider's unique identifier for the check.

  • status string

    The check's status at the current time, possible values are abandoned, active, archive, complete, expired, failed, lock, pending and processing

    Value Description
    abandoned Abandoned
    active Active
    archive Archive
    complete Complete
    expired Expired
    failed Failed
    lock Lock
    pending Pending
    processing Processing

    Values are abandoned, active, archive, complete, expired, failed, lock, pending, or processing.

  • outcome string

    The check's outcome at the current time, possible values are pass, refer, fail, high_risk, medium_risk and low_risk

    Value Description
    pass Pass
    refer Refer
    fail Fail
    high_risk High Risk
    medium_risk Medium Risk
    low_risk Low Risk

    Values are pass, refer, fail, high_risk, medium_risk, or low_risk.

  • via_integration boolean Required

    Did this check originate via an integration or was it manually added.

  • originally_ran_at string(date) Required

    The date that the check was originally ran

Responses

  • 201 application/json
    Hide response attributes Show response attributes object
    • uuid string
    • created_at string
    • updated_at string
    • last_webhook_at string
    • originally_ran_at string
    • provider string
    • type string
    • provider_reference string
    • status string
    • outcome string
    • via_integration boolean
    • last_error string
    • account object
      Hide account attributes Show account 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 object
        Hide firm attributes Show firm attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • name

          Name of the firm

        • slug

          Slug of the firm

        • address_1

          First line of the address

        • address_2

          Second line of the address

        • town_city

          Town/City

        • county

          County

        • postcode

          Postcode

        • country

          Country

        • regulatory_text

          Regulatory text of the firm.

        • logo_icon

          URL of your firm logo icon.

        • brand_colours

          Firm branding colours.

        • is_subscribed

          Subscription status.

        • keep_deleted_files_for

          Number of days to keep deleted files for

        • tax

          Tax percent

        • month_end

          Date of the month for the monthly income reconciliation statements to end

        • statement_frequency

          The frequency of the income reconciliation statements

        • billing

          Firm invoice details for billing

        • ip_whitelist

          A list of IP Addresses a firm is allowed to log in from.

        • welcome_paragraph_html

          Custom welcome paragraph html for the branded auth welcome page

        • email_welcome_paragraph_html

          Custom welcome paragraph for the welcome/new user email

        • show_fact_find_illustrations

          Determines if the illustrations/graphics are displayed on the fact find.

        • cc_email_addresses

          Array of email cc addresses.

        • bcc_email_addresses

          Array of email bcc addresses.

        • reply_to_email_address

          Firm reply to email address.

        • mobile_app_support_number

          Firm mobile app support number.

        • mobile_app_support_email

          Firm mobile app support email address.

      • primary_phone_number object
        Hide primary_phone_number attributes Show primary_phone_number attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • type

          Contact detail type

        • name

          Contact detail description

        • value

          Contact detail value

        • phone_number_meta

          If the type is a phone number, this additional field will be displayed giving you information about the phone number.

      • primary_email object
        Hide primary_email attributes Show primary_email attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • type

          Contact detail type

        • name

          Contact detail description

        • value

          Contact detail value

        • phone_number_meta

          If the type is a phone number, this additional field will be displayed giving you information about the phone number.

      • current_time_entry object
        Hide current_time_entry attributes Show current_time_entry attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • name

          The name of the time entry.

        • description

          The description of the time entry.

        • trackable_type

          The model type that is being tracked. The example given is a client, but it can be a case, firm, circle or task.

        • start_date

          The start time of the time entry.

        • end_date

          The end time of the time entry.

        • is_active

          Determines if the time entry is currently ongoing.

        • total_time_in_minutes

          Total time in minutes.

        • computed_time_elapsed_in_seconds

          Computed time elapsed in seconds.

      • assigned_adviser object
        Hide assigned_adviser attributes Show assigned_adviser attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • type

          Account type

        • role

          Account role

        • first_name

          First name

        • last_name

          Last name

        • name

          Name

        • email

          (Deprecated - Please use primary_email instead). The email of the account.

        • photo_url

          URL for initial avatar image

        • first_contact_date

          First contact date

        • next_review_date

          Next review date

        • previous_review_date

          Previous review date

        • anniversary_review_date

          Anniversary review date

        • terms_of_business_at

          Date the Terms of Business were agreed and signed

        • client_agreement_at

          Date the client agreement was agreed and signed

        • with_login

          Denotes whether the account has a login to Plannr

        • has_joint_account

          Denotes whether this account belongs to a joint account too

        • can_be_deleted

          Denotes if the account can be deleted

        • ownership_percentage

          Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

        • inactive_at

          Inactive from date

        • last_interaction_at

          Last interaction date

        • referral_code

          Unique referral code for the employee account (employees only)

        • is_out_of_office

          Denotes whether the account is currently within an active Out of Office window (employees only)

        • out_of_office_from

          Start of the Out of Office period (employees only). Null when not out of office

        • out_of_office_until

          End of the Out of Office period (employees only). Null when not out of office

        • out_of_office_message

          Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

        • permissions

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

      • assigned_administrator object
        Hide assigned_administrator attributes Show assigned_administrator attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • type

          Account type

        • role

          Account role

        • first_name

          First name

        • last_name

          Last name

        • name

          Name

        • email

          (Deprecated - Please use primary_email instead). The email of the account.

        • photo_url

          URL for initial avatar image

        • first_contact_date

          First contact date

        • next_review_date

          Next review date

        • previous_review_date

          Previous review date

        • anniversary_review_date

          Anniversary review date

        • terms_of_business_at

          Date the Terms of Business were agreed and signed

        • client_agreement_at

          Date the client agreement was agreed and signed

        • with_login

          Denotes whether the account has a login to Plannr

        • has_joint_account

          Denotes whether this account belongs to a joint account too

        • can_be_deleted

          Denotes if the account can be deleted

        • ownership_percentage

          Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

        • inactive_at

          Inactive from date

        • last_interaction_at

          Last interaction date

        • referral_code

          Unique referral code for the employee account (employees only)

        • is_out_of_office

          Denotes whether the account is currently within an active Out of Office window (employees only)

        • out_of_office_from

          Start of the Out of Office period (employees only). Null when not out of office

        • out_of_office_until

          End of the Out of Office period (employees only). Null when not out of office

        • out_of_office_message

          Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

        • permissions

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

      • assigned_paraplanner object
        Hide assigned_paraplanner attributes Show assigned_paraplanner attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • type

          Account type

        • role

          Account role

        • first_name

          First name

        • last_name

          Last name

        • name

          Name

        • email

          (Deprecated - Please use primary_email instead). The email of the account.

        • photo_url

          URL for initial avatar image

        • first_contact_date

          First contact date

        • next_review_date

          Next review date

        • previous_review_date

          Previous review date

        • anniversary_review_date

          Anniversary review date

        • terms_of_business_at

          Date the Terms of Business were agreed and signed

        • client_agreement_at

          Date the client agreement was agreed and signed

        • with_login

          Denotes whether the account has a login to Plannr

        • has_joint_account

          Denotes whether this account belongs to a joint account too

        • can_be_deleted

          Denotes if the account can be deleted

        • ownership_percentage

          Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

        • inactive_at

          Inactive from date

        • last_interaction_at

          Last interaction date

        • referral_code

          Unique referral code for the employee account (employees only)

        • is_out_of_office

          Denotes whether the account is currently within an active Out of Office window (employees only)

        • out_of_office_from

          Start of the Out of Office period (employees only). Null when not out of office

        • out_of_office_until

          End of the Out of Office period (employees only). Null when not out of office

        • out_of_office_message

          Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

        • permissions

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

      • introduced_by object
        Hide introduced_by attributes Show introduced_by attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • type

          Account type

        • role

          Account role

        • first_name

          First name

        • last_name

          Last name

        • name

          Name

        • email

          (Deprecated - Please use primary_email instead). The email of the account.

        • photo_url

          URL for initial avatar image

        • first_contact_date

          First contact date

        • next_review_date

          Next review date

        • previous_review_date

          Previous review date

        • anniversary_review_date

          Anniversary review date

        • terms_of_business_at

          Date the Terms of Business were agreed and signed

        • client_agreement_at

          Date the client agreement was agreed and signed

        • with_login

          Denotes whether the account has a login to Plannr

        • has_joint_account

          Denotes whether this account belongs to a joint account too

        • can_be_deleted

          Denotes if the account can be deleted

        • ownership_percentage

          Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

        • inactive_at

          Inactive from date

        • last_interaction_at

          Last interaction date

        • referral_code

          Unique referral code for the employee account (employees only)

        • is_out_of_office

          Denotes whether the account is currently within an active Out of Office window (employees only)

        • out_of_office_from

          Start of the Out of Office period (employees only). Null when not out of office

        • out_of_office_until

          End of the Out of Office period (employees only). Null when not out of office

        • out_of_office_message

          Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

        • permissions

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

      • business_unit object
        Hide business_unit attributes Show business_unit attributes object
        • uuid

          The UUID of the resource.

        • name

          Name of the business unit.

        • has_alternative_branding

          Whether alternative branding is enabled for this business unit.

        • brand_colours

          Brand colours for this business unit, merged with firm defaults.

        • members_count

          Number of accounts assigned to this business unit

        • groups_count

          Number of groups assigned to this business unit

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

      • groups object
        Hide groups attributes Show groups attributes object
        • uuid

          UUID of the group

        • name

          Name of the group

        • slug

          Slug of the group

        • participants_count

          Number of participants in the group

        • participants

          Participants in this group

        • created_at

          Timestamp of when the group was created

        • updated_at

          Timestamp of when the group was updated

      • tags object
        Hide tags attributes Show tags attributes object
        • uuid

          UUID of the tag

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • name

          The name of the tag

        • slug

          The slug of the tag

        • colour

          The colour of the tag

      • owners object
        Hide owners attributes Show owners attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • type

          Account type

        • role

          Account role

        • first_name

          First name

        • last_name

          Last name

        • name

          Name

        • email

          (Deprecated - Please use primary_email instead). The email of the account.

        • photo_url

          URL for initial avatar image

        • first_contact_date

          First contact date

        • next_review_date

          Next review date

        • previous_review_date

          Previous review date

        • anniversary_review_date

          Anniversary review date

        • terms_of_business_at

          Date the Terms of Business were agreed and signed

        • client_agreement_at

          Date the client agreement was agreed and signed

        • with_login

          Denotes whether the account has a login to Plannr

        • has_joint_account

          Denotes whether this account belongs to a joint account too

        • can_be_deleted

          Denotes if the account can be deleted

        • ownership_percentage

          Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

        • inactive_at

          Inactive from date

        • last_interaction_at

          Last interaction date

        • referral_code

          Unique referral code for the employee account (employees only)

        • is_out_of_office

          Denotes whether the account is currently within an active Out of Office window (employees only)

        • out_of_office_from

          Start of the Out of Office period (employees only). Null when not out of office

        • out_of_office_until

          End of the Out of Office period (employees only). Null when not out of office

        • out_of_office_message

          Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

        • permissions

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

      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • terms_of_business_at string
      • client_agreement_at string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle object
        Hide joint_account_circle attributes Show joint_account_circle attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • name

          The Circle name

        • photo_url

          URL for initial avatar image

        • bg_colour

          Hex colour background for avatar

        • has_portal_access

          Whether any member of the circle has portal access

        • portal_access_status

          Aggregated portal access status: active, never_logged_in, or no_portal_access

        • engagement_rating

          Aggregated engagement rating: green, amber, red, or none

        • last_login

          Most recent portal login across all circle members, including who logged in

        • portal_login_count_30d

          Total portal login count across all members in last 30 days

        • portal_login_count_90d

          Total portal login count across all members in last 90 days

        • portal_login_count_365d

          Total portal login count across all members in last 365 days

        • joint_account_uuid

          uuid of joint account where circle created from joint account

        • login_access_level

          The access level in context of an account. Note this field is only returned when using the accounts API. Available values: read and write

        • current_life_stage_uuid

          UUID of the circle's current life stage for expenditure

      • circles object
        Hide circles attributes Show circles attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • name

          The Circle name

        • photo_url

          URL for initial avatar image

        • bg_colour

          Hex colour background for avatar

        • has_portal_access

          Whether any member of the circle has portal access

        • portal_access_status

          Aggregated portal access status: active, never_logged_in, or no_portal_access

        • engagement_rating

          Aggregated engagement rating: green, amber, red, or none

        • last_login

          Most recent portal login across all circle members, including who logged in

        • portal_login_count_30d

          Total portal login count across all members in last 30 days

        • portal_login_count_90d

          Total portal login count across all members in last 90 days

        • portal_login_count_365d

          Total portal login count across all members in last 365 days

        • joint_account_uuid

          uuid of joint account where circle created from joint account

        • login_access_level

          The access level in context of an account. Note this field is only returned when using the accounts API. Available values: read and write

        • current_life_stage_uuid

          UUID of the circle's current life stage for expenditure

      • ownership_percentage integer
      • inactive_at string
      • last_interaction_at string
      • referral_code string
      • is_out_of_office boolean
      • out_of_office_from string
      • out_of_office_until string
      • out_of_office_message string
      • permissions object
        Hide permissions attributes Show permissions attributes object
        • firm:read array[string]
        • network:read array[string]
      • custom_fields object
        Hide custom_fields attributes Show custom_fields attributes object
        • uuid

          The UUID of the custom field

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • type

          The type of custom field

        • name

          The name of the custom field

        • reference

          The reference of the custom field, used when updating the custom field on the model.

        • is_required

          Denotes if the custom field is required

        • value

          The value of the custom field

        • selection_options

          This is the array of available options for the selection box. If the type is "selection" this array will be provided.

        • help_text

          Optional help text to aide the custom field. Will be displayed on Plannr.

      • external_references object
        Hide external_references attributes Show external_references attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • third_party

          The third party provider with the reference.

        • reference

          The third party reference.

    • firm object
      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_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 object
        Hide addon_subscriptions attributes Show addon_subscriptions attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • enabled

          Determines if the addon is enabled

        • trial_ends_at

          If the addon is a paid addon, this is the date the free trial will end for the addon subscription.

        • trial_ends_in_days

          If the addon is a paid addon, this is the number of days left in the free trial for the addon subscription.

        • payment_confirmed_at

          If the addon is a paid addon, this is the date the payment was confirmed for the addon subscription.

      • 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 object
        Hide task_board_template attributes Show task_board_template attributes object
        • uuid

          uuid of the board

        • created_at

          timestamp of when the board was created

        • updated_at

          timestamp of when the board was updated

        • is_template

          returns true if the board is a template

        • name

          the name of the board

        • default_list_uuid

          the default list uuid

        • is_editable

          determines if the user can edit the board (e.g update the board, lists and move tasks around)

        • priorities

          returns the array of priorities that can be set within a task

      • ip_whitelist array[string]
      • welcome_paragraph_html string
      • email_welcome_paragraph_html string
      • show_fact_find_illustrations boolean
      • cc_email_addresses array[string]
      • bcc_email_addresses array[string]
      • reply_to_email_address string
      • mobile_app_support_number string
      • mobile_app_support_email string
    • folder object
      Hide folder attributes Show folder attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • slug string
      • path string
      • clients_read boolean
      • clients_write boolean
      • show_client_permissions boolean
      • is_system_folder boolean
      • is_pseudo_folder boolean
      • is_root_folder boolean
      • documentable_type string
      • documentable_uuid string
      • documentable string
      • participants_count integer
      • participants object
        Hide participants attributes Show participants attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • name

          Name of the person the folder is shared with.

        • write

          Whether the participant has write access to this folder.

      • folders_count integer
      • folders object
        Hide folders attributes Show folders attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • name

          Folder name

        • slug

          Slug of the folder name

        • path

          Folder path

        • clients_read

          Denotes whether clients can access this folder and files

        • clients_write

          Denotes whether clients can upload files to this folder

        • show_client_permissions

          Denotes whether the option to change client permissions is enabled which depends on the firm show pseudo folders in client portal setting

        • is_system_folder

          Denotes if this folder is a system folder

        • is_pseudo_folder

          Denotes if this folder is a pseudo folder

        • is_root_folder

          Denotes if this folder is a root folder of a documentable item

        • documentable_type

          The documentable type such as account/plan/case/etc the file was uploaded to

        • documentable_uuid

          The UUID of the documentable resource

        • documentable

          The documentable the file was uploaded to

        • participants_count

          Number of accounts this folder has been directly shared with

        • folders_count

          Number of subfolders within the folder

        • files_count

          Number of files stored in the folder

        • depth

          How many levels deep there are to this folder hierarchy structure

        • owned

          Is true if the authenticated account in the request has created this folder

      • files_count integer
      • files object
        Hide files attributes Show files attributes object
        • uuid

          UUID of the file

        • created_at

          The timestamp of when the resource was created.

        • original_created_at

          Timestamp of when the file was originally created

        • updated_at

          The timestamp of when the resource was updated.

        • uploaded_at

          Timestamp of when the file was uploaded

        • status

          Current status of the uploading progress

        • filename

          The filename including extension

        • name

          The name of the file without extension

        • extension

          The extension of the file

        • type

          The MIME type of the file

        • size

          The size of the file in bytes

        • path

          The path of the file

        • last_modified

          Timestamp of when the file was last modified before uploading

        • progress

          The progress of the uploaded file as a percentage between 0 and 100

        • download_url

          The download URL of the file

        • folder_name

          The name of the folder the file is located in

        • documentable_type

          The documentable type such as account/plan/case/etc the file was uploaded to

        • documentable

          The documentable the file was uploaded to

        • navigator

          The documentable type and its UUID in order to navigator to the correct resource

      • parents object
        Hide parents attributes Show parents attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • name

          Folder name

        • slug

          Slug of the folder name

        • path

          Folder path

        • clients_read

          Denotes whether clients can access this folder and files

        • clients_write

          Denotes whether clients can upload files to this folder

        • show_client_permissions

          Denotes whether the option to change client permissions is enabled which depends on the firm show pseudo folders in client portal setting

        • is_system_folder

          Denotes if this folder is a system folder

        • is_pseudo_folder

          Denotes if this folder is a pseudo folder

        • is_root_folder

          Denotes if this folder is a root folder of a documentable item

        • documentable_type

          The documentable type such as account/plan/case/etc the file was uploaded to

        • documentable_uuid

          The UUID of the documentable resource

        • documentable

          The documentable the file was uploaded to

        • participants_count

          Number of accounts this folder has been directly shared with

        • folders_count

          Number of subfolders within the folder

        • files_count

          Number of files stored in the folder

        • depth

          How many levels deep there are to this folder hierarchy structure

        • owned

          Is true if the authenticated account in the request has created this folder

      • ancestors object
        Hide ancestors attributes Show ancestors attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • name

          Folder name

        • slug

          Slug of the folder name

        • path

          Folder path

        • clients_read

          Denotes whether clients can access this folder and files

        • clients_write

          Denotes whether clients can upload files to this folder

        • show_client_permissions

          Denotes whether the option to change client permissions is enabled which depends on the firm show pseudo folders in client portal setting

        • is_system_folder

          Denotes if this folder is a system folder

        • is_pseudo_folder

          Denotes if this folder is a pseudo folder

        • is_root_folder

          Denotes if this folder is a root folder of a documentable item

        • documentable_type

          The documentable type such as account/plan/case/etc the file was uploaded to

        • documentable_uuid

          The UUID of the documentable resource

        • documentable

          The documentable the file was uploaded to

        • participants_count

          Number of accounts this folder has been directly shared with

        • folders_count

          Number of subfolders within the folder

        • files_count

          Number of files stored in the folder

        • depth

          How many levels deep there are to this folder hierarchy structure

        • owned

          Is true if the authenticated account in the request has created this folder

      • children object
        Hide children attributes Show children attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • name

          Folder name

        • slug

          Slug of the folder name

        • path

          Folder path

        • clients_read

          Denotes whether clients can access this folder and files

        • clients_write

          Denotes whether clients can upload files to this folder

        • show_client_permissions

          Denotes whether the option to change client permissions is enabled which depends on the firm show pseudo folders in client portal setting

        • is_system_folder

          Denotes if this folder is a system folder

        • is_pseudo_folder

          Denotes if this folder is a pseudo folder

        • is_root_folder

          Denotes if this folder is a root folder of a documentable item

        • documentable_type

          The documentable type such as account/plan/case/etc the file was uploaded to

        • documentable_uuid

          The UUID of the documentable resource

        • documentable

          The documentable the file was uploaded to

        • participants_count

          Number of accounts this folder has been directly shared with

        • folders_count

          Number of subfolders within the folder

        • files_count

          Number of files stored in the folder

        • depth

          How many levels deep there are to this folder hierarchy structure

        • owned

          Is true if the authenticated account in the request has created this folder

      • depth integer
      • owned boolean
  • 422 application/json

    Validation error

    Hide response attributes Show response attributes object
    • message string Required

      A human-readable description of the error.

    • errors object

      Validation messages keyed by the field that failed.

      Hide errors attribute Show errors attribute object
      • * array[string] Additional properties
POST /api/v1/account/{account_uuid}/check 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/account/6ff8f7f6-1eb3-3525-be4a-3932c805afed/check' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"provider":"SmartSearch","type":"aml","provider_reference":"10009815","status":"abandoned","outcome":"pass","via_integration":false,"originally_ran_at":"2026-08-05"}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "provider": "SmartSearch",
  "type": "aml",
  "provider_reference": "10009815",
  "status": "abandoned",
  "outcome": "pass",
  "via_integration": false,
  "originally_ran_at": "2026-08-05"
}
Response examples (201) 
{
  "uuid": "720f6c60-c757-4127-8a08-cc5aebe366e0",
  "created_at": "2026-08-12T10:07:39+01:00",
  "updated_at": "2026-08-12T10:07:39+01:00",
  "last_webhook_at": "2026-08-05T10:07:39+01:00",
  "originally_ran_at": "2026-08-05T10:07:39+01:00",
  "provider": "SmartSearch",
  "type": "fraud",
  "provider_reference": "10009815",
  "status": "completed",
  "outcome": "refer",
  "via_integration": false,
  "last_error": "SmartSearch could not process the request. Please contact support.",
  "account": {
    "uuid": "880c9997-6f65-442a-8ab4-773190650e26",
    "created_at": "2026-08-12T10:07:39+01:00",
    "updated_at": "2026-08-12T10:07:39+01:00",
    "type": "client",
    "role": "client",
    "first_name": "Gareth",
    "last_name": "Thompson",
    "name": "Gareth Thompson",
    "email": "gareth@codepotato.co.uk",
    "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
    "firm": {
      "uuid": "fd2531f7-d570-471b-ae26-bbbb60920b59",
      "created_at": "2026-08-12T10:07:46+01:00",
      "updated_at": "2026-08-12T10:07:46+01:00",
      "name": "Codepotato",
      "slug": "codepotato",
      "address_1": "Suite E, 5 The Briars",
      "address_2": "Waterberry Drive",
      "town_city": "Waterlooville",
      "county": "Hampshire",
      "postcode": "PO7 7YH",
      "country": "United Kingdom",
      "regulatory_text": "Regulatory text",
      "logo": "https://api.plannrcrm.com/images/plannr.jpg",
      "logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
      "brand_colours": {
        "sidebar_background": "#0E0E56",
        "sidebar_accent": "#36367E",
        "sidebar_text": "#FFFFFF",
        "sidebar_hover": "#0A0A42",
        "sidebar_active": "#53DBB8",
        "sidebar_title_background": "#36367E",
        "sidebar_title_primary": "#FFC634",
        "sidebar_title_secondary": "#FFFFFF",
        "sidebar_title_secondary_hover": "#FFFFFF",
        "email_background": "#0E0E56",
        "email_logo_background_panel": "#36367E",
        "email_sub_text": "#FFFFFF",
        "email_button_background": "#36367E",
        "email_button_text": "#FFFFFF",
        "portal_sidebar_button_background": "#F6F6F6",
        "portal_sidebar_button_hover": "#FFFFFF",
        "portal_sidebar_button_active": "#FFFFFF",
        "portal_brand_title": "#323B4B",
        "portal_brand_sub_title": "#828994",
        "portal_sidebar_title": "#11151D",
        "portal_sidebar_text": "#323B4B",
        "portal_sidebar_text_hover": "#323B4B",
        "portal_sidebar_text_active": "#323B4B",
        "portal_sidebar_icon": "#828994",
        "portal_sidebar_icon_hover": "#828994",
        "portal_sidebar_icon_active": "#828994",
        "portal_background": "#F6F6F6",
        "portal_sidebar_account_title": "#11151D",
        "portal_sidebar_account_email": "#828994",
        "portal_sidebar_divider": "#E3E5E9",
        "portal_dashboard_bg_one": "#EF4583",
        "portal_dashboard_bg_two": "#FFC634",
        "portal_sidebar_collapse_button": "#828994",
        "portal_sidebar_collapse_button_hover": "#B3B9C4",
        "portal_sidebar_user_select_background": "#F6F6F6",
        "portal_sidebar_user_select_hover": "#F6F6F6",
        "portal_sidebar_user_select_text": "#323B4B",
        "portal_sidebar_user_select_text_hover": "#323B4B",
        "portal_sidebar_user_select_border": "#EEEEEE",
        "portal_sidebar_user_select_border_hover": "#828994"
      },
      "is_subscribed": true,
      "keep_deleted_files_for": 30,
      "tax": 17.5,
      "month_end": 25,
      "statement_frequency": "monthly",
      "billing": {
        "invoice_address_1": "Suite E, 5 The Briars",
        "invoice_address_2": "Waterberry Drive",
        "invoice_town_city": "Waterlooville",
        "invoice_county": "Hampshire",
        "invoice_postcode": "PO7 7YH",
        "invoice_country": "United Kingdom",
        "invoice_email": "gareth@codepotato.co.uk"
      },
      "ip_whitelist": [
        "192.168.0.1",
        "127.0.0.1"
      ],
      "welcome_paragraph_html": "<h1>Welcome.</h1>",
      "email_welcome_paragraph_html": "Welcome to Plannr!",
      "show_fact_find_illustrations": true,
      "cc_email_addresses": [
        "jack@example.com",
        "jill@example.com"
      ],
      "bcc_email_addresses": [
        "jack@example.com",
        "jill@example.com"
      ],
      "reply_to_email_address": "jack@example.com",
      "mobile_app_support_number": "01234 567890",
      "mobile_app_support_email": "support@example.com"
    },
    "primary_phone_number": {
      "uuid": "2c1f4e3e-01e1-4b84-b330-85f7453b96ce",
      "created_at": "2026-08-12T10:07:46+01:00",
      "updated_at": "2026-08-12T10:07:46+01:00",
      "type": "phone_number",
      "name": "Work number",
      "value": "+443330903630",
      "phone_number_meta": {
        "country": "GB",
        "formatted": "0333 090 3630"
      }
    },
    "primary_email": {
      "uuid": "2c1f4e3e-01e1-4b84-b330-85f7453b96ce",
      "created_at": "2026-08-12T10:07:46+01:00",
      "updated_at": "2026-08-12T10:07:46+01:00",
      "type": "phone_number",
      "name": "Work number",
      "value": "+443330903630",
      "phone_number_meta": {
        "country": "GB",
        "formatted": "0333 090 3630"
      }
    },
    "current_time_entry": {
      "uuid": "374d9c13-d537-4391-a14c-2dd7f02d0d74",
      "created_at": "2026-08-12T10:07:46+01:00",
      "updated_at": "2026-08-12T10:07:46+01:00",
      "name": "Research",
      "description": "This is a description.",
      "trackable_type": "Client",
      "start_date": "2026-08-12T09:17:46+01:00",
      "end_date": "2026-08-12T09:45:46+01:00",
      "is_active": true,
      "total_time_in_minutes": 28,
      "computed_time_elapsed_in_seconds": 1680
    },
    "assigned_adviser": {
      "uuid": "1df2b185-26b4-4772-ba7f-963760dc6daa",
      "created_at": "2026-08-12T10:07:46+01:00",
      "updated_at": "2026-08-12T10:07:46+01:00",
      "type": "client",
      "role": "client",
      "first_name": "Gareth",
      "last_name": "Thompson",
      "name": "Gareth Thompson",
      "email": "gareth@codepotato.co.uk",
      "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
      "first_contact_date": "2026-08-12T10:07:46+01:00",
      "next_review_date": "2026-08-12T10:07:46+01:00",
      "previous_review_date": "2026-08-12T10:07:46+01:00",
      "anniversary_review_date": "2026-08-12T10:07:46+01:00",
      "terms_of_business_at": "2026-08-12T10:07:46+01:00",
      "client_agreement_at": "2026-08-12T10:07:46+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-08-12",
      "last_interaction_at": "2026-08-12 10:07:46",
      "referral_code": "ABC12345",
      "is_out_of_office": true,
      "out_of_office_from": "2026-08-12T10:07:46+01:00",
      "out_of_office_until": "2026-08-12T10:07:46+01:00",
      "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "assigned_administrator": {
      "uuid": "1df2b185-26b4-4772-ba7f-963760dc6daa",
      "created_at": "2026-08-12T10:07:46+01:00",
      "updated_at": "2026-08-12T10:07:46+01:00",
      "type": "client",
      "role": "client",
      "first_name": "Gareth",
      "last_name": "Thompson",
      "name": "Gareth Thompson",
      "email": "gareth@codepotato.co.uk",
      "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
      "first_contact_date": "2026-08-12T10:07:46+01:00",
      "next_review_date": "2026-08-12T10:07:46+01:00",
      "previous_review_date": "2026-08-12T10:07:46+01:00",
      "anniversary_review_date": "2026-08-12T10:07:46+01:00",
      "terms_of_business_at": "2026-08-12T10:07:46+01:00",
      "client_agreement_at": "2026-08-12T10:07:46+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-08-12",
      "last_interaction_at": "2026-08-12 10:07:46",
      "referral_code": "ABC12345",
      "is_out_of_office": true,
      "out_of_office_from": "2026-08-12T10:07:46+01:00",
      "out_of_office_until": "2026-08-12T10:07:46+01:00",
      "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "assigned_paraplanner": {
      "uuid": "1df2b185-26b4-4772-ba7f-963760dc6daa",
      "created_at": "2026-08-12T10:07:46+01:00",
      "updated_at": "2026-08-12T10:07:46+01:00",
      "type": "client",
      "role": "client",
      "first_name": "Gareth",
      "last_name": "Thompson",
      "name": "Gareth Thompson",
      "email": "gareth@codepotato.co.uk",
      "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
      "first_contact_date": "2026-08-12T10:07:46+01:00",
      "next_review_date": "2026-08-12T10:07:46+01:00",
      "previous_review_date": "2026-08-12T10:07:46+01:00",
      "anniversary_review_date": "2026-08-12T10:07:46+01:00",
      "terms_of_business_at": "2026-08-12T10:07:46+01:00",
      "client_agreement_at": "2026-08-12T10:07:46+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-08-12",
      "last_interaction_at": "2026-08-12 10:07:46",
      "referral_code": "ABC12345",
      "is_out_of_office": true,
      "out_of_office_from": "2026-08-12T10:07:46+01:00",
      "out_of_office_until": "2026-08-12T10:07:46+01:00",
      "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "introduced_by": {
      "uuid": "1df2b185-26b4-4772-ba7f-963760dc6daa",
      "created_at": "2026-08-12T10:07:46+01:00",
      "updated_at": "2026-08-12T10:07:46+01:00",
      "type": "client",
      "role": "client",
      "first_name": "Gareth",
      "last_name": "Thompson",
      "name": "Gareth Thompson",
      "email": "gareth@codepotato.co.uk",
      "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
      "first_contact_date": "2026-08-12T10:07:46+01:00",
      "next_review_date": "2026-08-12T10:07:46+01:00",
      "previous_review_date": "2026-08-12T10:07:46+01:00",
      "anniversary_review_date": "2026-08-12T10:07:46+01:00",
      "terms_of_business_at": "2026-08-12T10:07:46+01:00",
      "client_agreement_at": "2026-08-12T10:07:46+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-08-12",
      "last_interaction_at": "2026-08-12 10:07:46",
      "referral_code": "ABC12345",
      "is_out_of_office": true,
      "out_of_office_from": "2026-08-12T10:07:46+01:00",
      "out_of_office_until": "2026-08-12T10:07:46+01:00",
      "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "business_unit": {
      "uuid": "fbce2228-7ef8-4fbf-b212-47be694e983c",
      "name": "Wealth Management",
      "has_alternative_branding": false,
      "brand_colours": [],
      "members_count": 3,
      "groups_count": 2,
      "created_at": "2026-08-12T10:07:46+01:00",
      "updated_at": "2026-08-12T10:07:46+01:00"
    },
    "groups": {
      "uuid": null,
      "name": "finance",
      "slug": "finance",
      "participants_count": "3",
      "participants": {
        "uuid": {
          "example": null,
          "description": "UUID of the account"
        },
        "role": {
          "example": "client",
          "description": "Role of the account"
        },
        "first_name": {
          "example": "Gareth",
          "description": "First name of the account"
        },
        "last_name": {
          "example": "Thompson",
          "description": "Last name of the account"
        },
        "name": {
          "example": "Gareth Thompson",
          "description": "Name of the account"
        },
        "email": {
          "example": "gareth@codepotato.co.uk",
          "description": "Email of the account"
        }
      },
      "created_at": "2026-08-12T10:07:46+01:00",
      "updated_at": "2026-08-12T10:07:46+01:00"
    },
    "tags": {
      "uuid": "1c09deab-d506-4e6c-bf0f-9eb96fe53b23",
      "created_at": "2026-08-12T10:07:46+01:00",
      "updated_at": "2026-08-12T10:07:46+01:00",
      "name": "Mortgage",
      "slug": "mortgage",
      "colour": "#ef4582"
    },
    "owners": {
      "uuid": "1df2b185-26b4-4772-ba7f-963760dc6daa",
      "created_at": "2026-08-12T10:07:46+01:00",
      "updated_at": "2026-08-12T10:07:46+01:00",
      "type": "client",
      "role": "client",
      "first_name": "Gareth",
      "last_name": "Thompson",
      "name": "Gareth Thompson",
      "email": "gareth@codepotato.co.uk",
      "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
      "first_contact_date": "2026-08-12T10:07:46+01:00",
      "next_review_date": "2026-08-12T10:07:46+01:00",
      "previous_review_date": "2026-08-12T10:07:46+01:00",
      "anniversary_review_date": "2026-08-12T10:07:46+01:00",
      "terms_of_business_at": "2026-08-12T10:07:46+01:00",
      "client_agreement_at": "2026-08-12T10:07:46+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-08-12",
      "last_interaction_at": "2026-08-12 10:07:46",
      "referral_code": "ABC12345",
      "is_out_of_office": true,
      "out_of_office_from": "2026-08-12T10:07:46+01:00",
      "out_of_office_until": "2026-08-12T10:07:46+01:00",
      "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "first_contact_date": "2026-08-12T10:07:39+01:00",
    "next_review_date": "2026-08-12T10:07:39+01:00",
    "previous_review_date": "2026-08-12T10:07:39+01:00",
    "anniversary_review_date": "2026-08-12T10:07:39+01:00",
    "terms_of_business_at": "2026-08-12T10:07:39+01:00",
    "client_agreement_at": "2026-08-12T10:07:39+01:00",
    "with_login": true,
    "has_joint_account": true,
    "can_be_deleted": "false",
    "joint_account_circle": {
      "uuid": "f29725d1-6d92-4b1b-b314-2f34a48d07bd",
      "created_at": "2026-08-12T10:07:46+01:00",
      "updated_at": "2026-08-12T10:07:46+01:00",
      "name": "Jones Family",
      "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
      "bg_colour": "#35f4e1",
      "has_portal_access": true,
      "portal_access_status": "active",
      "engagement_rating": "green",
      "last_login": {
        "logged_in_at": "2026-08-12T10:07:46+01:00",
        "account_uuid": "uuid",
        "account_name": "John Smith",
        "device_type": "desktop",
        "device_platform": "macos"
      },
      "portal_login_count_30d": 5,
      "portal_login_count_90d": 12,
      "portal_login_count_365d": 48,
      "joint_account_uuid": "cce7219b-f966-4f77-a746-0cf5fe58c0d3",
      "login_access_level": "write",
      "current_life_stage_uuid": "75e01a72-8b1d-4c7b-a6ea-94564eddd0ec"
    },
    "circles": {
      "uuid": "f29725d1-6d92-4b1b-b314-2f34a48d07bd",
      "created_at": "2026-08-12T10:07:46+01:00",
      "updated_at": "2026-08-12T10:07:46+01:00",
      "name": "Jones Family",
      "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
      "bg_colour": "#35f4e1",
      "has_portal_access": true,
      "portal_access_status": "active",
      "engagement_rating": "green",
      "last_login": {
        "logged_in_at": "2026-08-12T10:07:46+01:00",
        "account_uuid": "uuid",
        "account_name": "John Smith",
        "device_type": "desktop",
        "device_platform": "macos"
      },
      "portal_login_count_30d": 5,
      "portal_login_count_90d": 12,
      "portal_login_count_365d": 48,
      "joint_account_uuid": "cce7219b-f966-4f77-a746-0cf5fe58c0d3",
      "login_access_level": "write",
      "current_life_stage_uuid": "75e01a72-8b1d-4c7b-a6ea-94564eddd0ec"
    },
    "ownership_percentage": 100,
    "inactive_at": "2026-08-12",
    "last_interaction_at": "2026-08-12 10:07:39",
    "referral_code": "ABC12345",
    "is_out_of_office": true,
    "out_of_office_from": "2026-08-12T10:07:39+01:00",
    "out_of_office_until": "2026-08-12T10:07:39+01:00",
    "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
    "permissions": {
      "firm:read": [
        "firm"
      ],
      "network:read": [
        "network:uuid"
      ]
    },
    "custom_fields": {
      "uuid": null,
      "created_at": "2026-08-12T10:07:46+01:00",
      "updated_at": "2026-08-12T10:07:46+01:00",
      "type": "string",
      "name": "Favourite Drink",
      "reference": "favourite_drink",
      "is_required": false,
      "value": "Coffee",
      "selection_options": [
        "Coffee",
        "Tea",
        "Water"
      ],
      "help_text": "This is the client's favourite drink."
    },
    "external_references": {
      "uuid": "bc88b6ff-b403-4ede-949d-ba0e90d81843",
      "created_at": "2026-08-12T10:07:46+01:00",
      "updated_at": "2026-08-12T10:07:46+01:00",
      "third_party": "nucleus",
      "reference": "AB123456"
    }
  },
  "firm": {
    "uuid": "f526bc1d-81d3-4219-b7dd-45febc7389ab",
    "created_at": "2026-08-12T10:07:39+01:00",
    "updated_at": "2026-08-12T10:07:39+01:00",
    "name": "Codepotato",
    "slug": "codepotato",
    "address_1": "Suite E, 5 The Briars",
    "address_2": "Waterberry Drive",
    "town_city": "Waterlooville",
    "county": "Hampshire",
    "postcode": "PO7 7YH",
    "country": "United Kingdom",
    "regulatory_text": "Regulatory text",
    "logo": "https://api.plannrcrm.com/images/plannr.jpg",
    "logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
    "brand_colours": {
      "sidebar_background": "#0E0E56",
      "sidebar_accent": "#36367E",
      "sidebar_text": "#FFFFFF",
      "sidebar_hover": "#0A0A42",
      "sidebar_active": "#53DBB8",
      "sidebar_title_background": "#36367E",
      "sidebar_title_primary": "#FFC634",
      "sidebar_title_secondary": "#FFFFFF",
      "sidebar_title_secondary_hover": "#FFFFFF",
      "email_background": "#0E0E56",
      "email_logo_background_panel": "#36367E",
      "email_sub_text": "#FFFFFF",
      "email_button_background": "#36367E",
      "email_button_text": "#FFFFFF",
      "portal_sidebar_button_background": "#F6F6F6",
      "portal_sidebar_button_hover": "#FFFFFF",
      "portal_sidebar_button_active": "#FFFFFF",
      "portal_brand_title": "#323B4B",
      "portal_brand_sub_title": "#828994",
      "portal_sidebar_title": "#11151D",
      "portal_sidebar_text": "#323B4B",
      "portal_sidebar_text_hover": "#323B4B",
      "portal_sidebar_text_active": "#323B4B",
      "portal_sidebar_icon": "#828994",
      "portal_sidebar_icon_hover": "#828994",
      "portal_sidebar_icon_active": "#828994",
      "portal_background": "#F6F6F6",
      "portal_sidebar_account_title": "#11151D",
      "portal_sidebar_account_email": "#828994",
      "portal_sidebar_divider": "#E3E5E9",
      "portal_dashboard_bg_one": "#EF4583",
      "portal_dashboard_bg_two": "#FFC634",
      "portal_sidebar_collapse_button": "#828994",
      "portal_sidebar_collapse_button_hover": "#B3B9C4",
      "portal_sidebar_user_select_background": "#F6F6F6",
      "portal_sidebar_user_select_hover": "#F6F6F6",
      "portal_sidebar_user_select_text": "#323B4B",
      "portal_sidebar_user_select_text_hover": "#323B4B",
      "portal_sidebar_user_select_border": "#EEEEEE",
      "portal_sidebar_user_select_border_hover": "#828994"
    },
    "is_subscribed": true,
    "addon_subscriptions": {
      "uuid": "c6793401-525c-4484-91d8-142dcd522647",
      "created_at": "2026-08-12T10:07:46+01:00",
      "updated_at": "2026-08-12T10:07:46+01:00",
      "enabled": "true",
      "trial_ends_at": "2026-08-26",
      "trial_ends_in_days": 14,
      "payment_confirmed_at": "2026-08-30"
    },
    "keep_deleted_files_for": 30,
    "tax": 17.5,
    "month_end": 25,
    "statement_frequency": "monthly",
    "billing": {
      "invoice_address_1": "Suite E, 5 The Briars",
      "invoice_address_2": "Waterberry Drive",
      "invoice_town_city": "Waterlooville",
      "invoice_county": "Hampshire",
      "invoice_postcode": "PO7 7YH",
      "invoice_country": "United Kingdom",
      "invoice_email": "gareth@codepotato.co.uk"
    },
    "task_board_template": {
      "uuid": null,
      "created_at": "2026-08-12T10:07:46+01:00",
      "updated_at": "2026-08-12T10:07:46+01:00",
      "is_template": false,
      "name": "Task Board",
      "default_list_uuid": null,
      "is_editable": true,
      "priorities": [
        {
          "name": "High",
          "value": "high"
        },
        {
          "name": "Low",
          "value": "low"
        }
      ]
    },
    "ip_whitelist": [
      "192.168.0.1",
      "127.0.0.1"
    ],
    "welcome_paragraph_html": "<h1>Welcome.</h1>",
    "email_welcome_paragraph_html": "Welcome to Plannr!",
    "show_fact_find_illustrations": true,
    "cc_email_addresses": [
      "jack@example.com",
      "jill@example.com"
    ],
    "bcc_email_addresses": [
      "jack@example.com",
      "jill@example.com"
    ],
    "reply_to_email_address": "jack@example.com",
    "mobile_app_support_number": "01234 567890",
    "mobile_app_support_email": "support@example.com"
  },
  "folder": {
    "uuid": "2df521d2-23cd-40a3-a160-8afed6717285",
    "created_at": "2026-08-12T10:07:39+01:00",
    "updated_at": "2026-08-12T10:07:39+01:00",
    "name": "Important Documents",
    "slug": "important-documents",
    "path": "Codepotato/Important Documents",
    "clients_read": true,
    "clients_write": true,
    "show_client_permissions": true,
    "is_system_folder": true,
    "is_pseudo_folder": true,
    "is_root_folder": true,
    "documentable_type": "account",
    "documentable_uuid": "account",
    "documentable": "Object",
    "participants_count": 3,
    "participants": {
      "uuid": "3a09d282-ad44-41c5-9621-882ba22a0771",
      "created_at": "2026-08-12T10:07:46+01:00",
      "updated_at": "2026-08-12T10:07:46+01:00",
      "name": "Gareth Thompson",
      "write": true
    },
    "folders_count": 5,
    "folders": {
      "uuid": "c2f7c93d-aedb-4b0b-be69-9b9c9dc135f2",
      "created_at": "2026-08-12T10:07:46+01:00",
      "updated_at": "2026-08-12T10:07:46+01:00",
      "name": "Important Documents",
      "slug": "important-documents",
      "path": "Codepotato/Important Documents",
      "clients_read": true,
      "clients_write": true,
      "show_client_permissions": true,
      "is_system_folder": true,
      "is_pseudo_folder": true,
      "is_root_folder": true,
      "documentable_type": "account",
      "documentable_uuid": "account",
      "documentable": "Object",
      "participants_count": 3,
      "folders_count": 5,
      "files_count": 8,
      "depth": 5,
      "owned": false
    },
    "files_count": 8,
    "files": {
      "uuid": "2fa4efdf-ed86-47b6-aee1-b3348422a7bc",
      "created_at": "2026-08-12T10:07:46+01:00",
      "original_created_at": "2026-08-12T10:07:46+01:00",
      "updated_at": "2026-08-12T10:07:46+01:00",
      "uploaded_at": "2026-08-12T10:07:46+01:00",
      "status": "uploaded",
      "filename": "Welcome to Plannr.pdf",
      "name": "Welcome to Plannr",
      "extension": "pdf",
      "type": "type",
      "size": "21691783",
      "path": "Gareth Thompson/Subfolder/Welcome to Plannr.pdf",
      "last_modified": "2026-08-12T10:07:46+01:00",
      "progress": "100",
      "download_url": "https://api.plannrcrm.com/file/920ad362-d7e0-42b0-a8cb-1c89c4d72357/download",
      "folder_name": "folder 2",
      "documentable_type": "account",
      "documentable": "Object",
      "navigator": {
        "model_type": "account",
        "model_uuid": null
      }
    },
    "parents": {
      "uuid": "c2f7c93d-aedb-4b0b-be69-9b9c9dc135f2",
      "created_at": "2026-08-12T10:07:46+01:00",
      "updated_at": "2026-08-12T10:07:46+01:00",
      "name": "Important Documents",
      "slug": "important-documents",
      "path": "Codepotato/Important Documents",
      "clients_read": true,
      "clients_write": true,
      "show_client_permissions": true,
      "is_system_folder": true,
      "is_pseudo_folder": true,
      "is_root_folder": true,
      "documentable_type": "account",
      "documentable_uuid": "account",
      "documentable": "Object",
      "participants_count": 3,
      "folders_count": 5,
      "files_count": 8,
      "depth": 5,
      "owned": false
    },
    "ancestors": {
      "uuid": "c2f7c93d-aedb-4b0b-be69-9b9c9dc135f2",
      "created_at": "2026-08-12T10:07:46+01:00",
      "updated_at": "2026-08-12T10:07:46+01:00",
      "name": "Important Documents",
      "slug": "important-documents",
      "path": "Codepotato/Important Documents",
      "clients_read": true,
      "clients_write": true,
      "show_client_permissions": true,
      "is_system_folder": true,
      "is_pseudo_folder": true,
      "is_root_folder": true,
      "documentable_type": "account",
      "documentable_uuid": "account",
      "documentable": "Object",
      "participants_count": 3,
      "folders_count": 5,
      "files_count": 8,
      "depth": 5,
      "owned": false
    },
    "children": {
      "uuid": "c2f7c93d-aedb-4b0b-be69-9b9c9dc135f2",
      "created_at": "2026-08-12T10:07:46+01:00",
      "updated_at": "2026-08-12T10:07:46+01:00",
      "name": "Important Documents",
      "slug": "important-documents",
      "path": "Codepotato/Important Documents",
      "clients_read": true,
      "clients_write": true,
      "show_client_permissions": true,
      "is_system_folder": true,
      "is_pseudo_folder": true,
      "is_root_folder": true,
      "documentable_type": "account",
      "documentable_uuid": "account",
      "documentable": "Object",
      "participants_count": 3,
      "folders_count": 5,
      "files_count": 8,
      "depth": 5,
      "owned": false
    },
    "depth": 5,
    "owned": false
  }
}
Response examples (422) 
{
  "message": "The given data was invalid.",
  "errors": {
    "field": [
      "The field is invalid."
    ]
  }
}