Send signing links to the client 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/addons/pensionlab/letters-of-authority/{letterOfAuthority_uuid}/signing-links/send
Personal access token & O auth2

Sends each owner their signing link as a portal message and an email.

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • letterOfAuthority_uuid string Required

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • uuid string
    • created_at string
    • updated_at string
    • client object
      Hide client attributes Show client 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
      • 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.

    • second_owner object
      Hide second_owner attributes Show second_owner 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
      • 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.

    • plan object
      Hide plan attributes Show plan attributes object
      • uuid string
      • created_at string
      • updated_at string
      • opened_at string
      • name string
      • type string
      • sub_type string
      • abstract_type string
      • policy_number string
      • proposal_reference string
      • status string
      • inactive_at string
      • inactive_reason string
      • is_group_scheme boolean
      • is_sub_group_scheme boolean
      • is_group_scheme_member boolean
      • is_wrap_product boolean
      • is_wrap_child boolean
    • pensionlab_provider object
      Hide pensionlab_provider attributes Show pensionlab_provider attributes object
      • uuid string
      • name string
      • policy_number_format string
      • policy_number_is_nino boolean
      • is_db_only boolean
      • response_estimate_days integer
      • provider object
        Hide provider attributes Show provider attributes object
        • uuid

          UUID of the provider

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • name

          Provider name

        • slug

          Provider name slug

    • requested_by object
      Hide requested_by attributes Show requested_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
      • 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.

    • policy_number string
    • ownership string
    • pensionlab_reference string
    • state string
    • signature_status string
    • raised_at string
    • signing_link_sent_at string
    • signing_link_sent_by object
      Hide signing_link_sent_by attributes Show signing_link_sent_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
      • 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.
POST /api/v1/addons/pensionlab/letters-of-authority/{letterOfAuthority_uuid}/signing-links/send 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/addons/pensionlab/letters-of-authority/6ff8f7f6-1eb3-3525-be4a-3932c805afed/signing-links/send' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "uuid": "2614c839-cbe0-425e-9ada-c7b5b760a540",
  "created_at": "2026-10-28T10:39:29+00:00",
  "updated_at": "2026-10-28T10:39:29+00:00",
  "client": {
    "uuid": "15e087eb-fbb7-445e-95e7-f1d29f7b6687",
    "created_at": "2026-10-28T10:39:29+00:00",
    "updated_at": "2026-10-28T10:39:29+00:00",
    "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",
    "external_references": {
      "uuid": "aa9d829d-1801-43a0-b785-5f68dad9f6d1",
      "created_at": "2026-10-28T10:39:33+00:00",
      "updated_at": "2026-10-28T10:39:33+00:00",
      "third_party": "nucleus",
      "reference": "AB123456"
    }
  },
  "second_owner": {
    "uuid": "77a7eec8-14ab-4230-97a2-dfae6817e0c8",
    "created_at": "2026-10-28T10:39:29+00:00",
    "updated_at": "2026-10-28T10:39:29+00:00",
    "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",
    "external_references": {
      "uuid": "aa9d829d-1801-43a0-b785-5f68dad9f6d1",
      "created_at": "2026-10-28T10:39:33+00:00",
      "updated_at": "2026-10-28T10:39:33+00:00",
      "third_party": "nucleus",
      "reference": "AB123456"
    }
  },
  "plan": {
    "uuid": "3d1048e7-2130-4558-a5a4-72933fcf3477",
    "created_at": "2026-10-28T10:39:29+00:00",
    "updated_at": "2026-10-28T10:39:29+00:00",
    "opened_at": "2026-10-28T10:39:29+00:00",
    "name": "Johns ISA",
    "type": "cash_account",
    "sub_type": "lifetime isa",
    "abstract_type": "asset",
    "policy_number": "AVIVA-123",
    "proposal_reference": "AB123456",
    "status": "inactive",
    "inactive_at": "2026-10-28T10:39:29+00:00",
    "inactive_reason": "claimed",
    "is_group_scheme": false,
    "is_sub_group_scheme": false,
    "is_group_scheme_member": false,
    "is_wrap_product": false,
    "is_wrap_child": false
  },
  "pensionlab_provider": {
    "uuid": "864fa4f3-c6e0-43de-8802-17cdbdb473d6",
    "name": "Aviva Life & Pensions UK Ltd",
    "policy_number_format": "123456/PP",
    "policy_number_is_nino": false,
    "is_db_only": false,
    "response_estimate_days": 14,
    "provider": {
      "uuid": "9e838fd2-cbf2-4d1f-931b-094e51c76a61",
      "created_at": "2026-10-28T10:39:33+00:00",
      "updated_at": "2026-10-28T10:39:33+00:00",
      "name": "AJ Bell",
      "slug": "aj-bell"
    }
  },
  "requested_by": {
    "uuid": "8083b139-cf89-4fd4-9a53-a16e379dd8b4",
    "created_at": "2026-10-28T10:39:29+00:00",
    "updated_at": "2026-10-28T10:39:29+00:00",
    "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",
    "external_references": {
      "uuid": "aa9d829d-1801-43a0-b785-5f68dad9f6d1",
      "created_at": "2026-10-28T10:39:33+00:00",
      "updated_at": "2026-10-28T10:39:33+00:00",
      "third_party": "nucleus",
      "reference": "AB123456"
    }
  },
  "policy_number": "123456/PP",
  "ownership": "single",
  "pensionlab_reference": "loa123",
  "state": "created",
  "signature_status": "Awaiting signature",
  "raised_at": "2026-10-26T10:00:00+00:00",
  "signing_link_sent_at": "2026-10-26T10:05:00+00:00",
  "signing_link_sent_by": {
    "uuid": "4caf6db3-2fbb-434d-af29-bf4f2f1b4f5b",
    "created_at": "2026-10-28T10:39:29+00:00",
    "updated_at": "2026-10-28T10:39:29+00:00",
    "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",
    "external_references": {
      "uuid": "aa9d829d-1801-43a0-b785-5f68dad9f6d1",
      "created_at": "2026-10-28T10:39:33+00:00",
      "updated_at": "2026-10-28T10:39:33+00:00",
      "third_party": "nucleus",
      "reference": "AB123456"
    }
  }
}