Client portal: submit bank details once after AML has cleared but BAV is still pending. 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/seccl/{addon}/client/{account_uuid}/bank-details
Personal access token & O auth2

Single-submit only — once SECCL has bankDetails, this endpoint refuses further attempts.

Path parameters

  • addon string Required
  • account_uuid string Required
application/json

Body

  • sort_code string Required

    The bank sort code.

    Minimum length is 6, maximum length is 6.

  • account_number string Required

    The bank account number.

    Minimum length is 8, maximum length is 8.

Responses

  • 401 application/json
    Hide response attribute Show response attribute object
    • message string
POST /api/v1/addons/seccl/{addon}/client/{account_uuid}/bank-details 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/addons/seccl/octopus_money/client/6ff8f7f6-1eb3-3525-be4a-3932c805afed/bank-details' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{"sort_code":"123456","account_number":"12345678"}'
Request examples 
{
  "sort_code": "123456",
  "account_number": "12345678"
}
Response examples (401) 
{
  "message": "Unauthenticated."
}