Check for potential duplicate clients before creation. 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/check-duplicates
Personal access token & O auth2

Matches firm-scoped clients on exact first name, last name and date of birth. Records the authenticated user cannot view are returned with redacted names so the UI can surface a privacy-safe warning without leaking personal data.

application/json

Body

  • first_name string Required

    First name of the client being created or edited.

  • last_name string Required

    Last name of the client being created or edited.

  • date_of_birth string(date) Required

    Date of birth of the client being created or edited.

  • exclude_account_uuid string

    UUID of the client being edited, so it is not matched against itself.

Responses

  • 401 application/json
    Hide response attribute Show response attribute object
    • message string
POST /api/v1/account/check-duplicates 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/account/check-duplicates' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{"first_name":"Bob","last_name":"Plannr","date_of_birth":"1984-03-14","exclude_account_uuid":"9b1f2a8b-7b1d-4d8a-bf2e-12d0a8f0c0aa"}'
Request examples 
{
  "first_name": "Bob",
  "last_name": "Plannr",
  "date_of_birth": "1984-03-14",
  "exclude_account_uuid": "9b1f2a8b-7b1d-4d8a-bf2e-12d0a8f0c0aa"
}
Response examples (401) 
{
  "message": "Unauthenticated."
}