Raise a letter of authority for a plan 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"
  }
}
Close
POST /api/v1/addons/pensionlab/plans/{plan_uuid}/letters-of-authority
Personal access token & O auth2

Raises the letter for the plan's first owner, and for both owners if the plan is jointly owned.

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • plan_uuid string Required
application/json

Body

  • pensionlab_provider string

    The PensionLab provider UUID, needed when the plan's provider has no unique PensionLab match.

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.
  • 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/addons/pensionlab/plans/{plan_uuid}/letters-of-authority 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/addons/pensionlab/plans/6ff8f7f6-1eb3-3525-be4a-3932c805afed/letters-of-authority' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{
  "pensionlab_provider": "f3b2b6c3-a6e7-4a2f-b5dc-95a6d1cc020d"
}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "pensionlab_provider": "f3b2b6c3-a6e7-4a2f-b5dc-95a6d1cc020d"
}
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"
    }
  }
}
Response examples (422) 
{
  "message": "The given data was invalid.",
  "errors": {
    "field": [
      "The field is invalid."
    ]
  }
}