Create a case 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/cases
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string
application/json

Body

  • name string Required

    The name of the case

  • participants array[string(uuid)]

    Account uuids belonging to the firm. Must include at least one client.

  • assigned_to_uuids array[string(uuid)]

    Array of account UUIDs to assign to the case.

  • group_uuids array[string(uuid)]

    UUIDs of groups that will be assigned when the case is created.

  • status string(uuid)

    The uuid of the status chosen for the case

  • review_at string(date-time)

    The date the case should be reviewed

  • type string(uuid)

    The uuid of the type chosen for the case

  • value integer

    Expect value the case will generate in pennies

  • plans array[string(uuid)]

    The uuids of the plans chosen for the case

  • custom_fields object

    Custom field values keyed by the custom field reference. Only references configured for cases (and matching the supplied case type/status, where conditional) are accepted.

    Additional properties are allowed.

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • uuid string
    • created_at string
    • updated_at string
    • name string
    • slug string
    • status object
      Hide status attributes Show status attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • colour string
      • position integer
      • is_type_completed boolean
    • type object
      Hide type attributes Show type attributes object
      • uuid string
      • name string
      • created_at string
      • updated_at string
    • review_at string
    • assigned_to_uuids array[string]
    • group_uuids array[string]
    • completed_at string
    • value object
      Hide value attributes Show value attributes object
      • amount object
        Hide amount attributes Show amount attributes object
        • example string
        • description string
      • formatted object
        Hide formatted attributes Show formatted attributes object
        • example string
        • description string
      • currency object
        Hide currency attributes Show currency attributes object
        • example string
        • description string
    • status_position integer
    • participants_count integer
    • participants object
      Hide participants attributes Show participants 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)

        • 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)

        • 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)

        • 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)

        • 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)

        • 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
      • 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.

    • task_board_uuid string
    • plans object
      Hide plans attributes Show plans 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
      • agency_in_your_name boolean
      • agency_in_your_name_from string
      • originally_sold_by_firm boolean
      • under_advice boolean
      • visible_on_client_portal boolean
      • include_in_client_valuation boolean
      • show_on_joint boolean
      • shown_on_circles boolean
      • review_date string
      • on_panel boolean
      • is_group_scheme boolean
      • is_sub_group_scheme boolean
      • is_group_scheme_member boolean
      • advice_area string
      • main_account object
        Hide main_account attributes Show main_account attributes object
        • uuid

          UUID of the sub account

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was created.

        • name

          Descriptive name of the sub account

        • policy_number

          Provider reference of the sub account

        • is_main_account

          Denotes if the sub account a main account of the plan

        • statistics

          The statistics on a sub account. Only displayed when you retrieve an individual sub-account.

      • sub_accounts object
        Hide sub_accounts attributes Show sub_accounts attributes object
        • uuid

          UUID of the sub account

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was created.

        • name

          Descriptive name of the sub account

        • policy_number

          Provider reference of the sub account

        • is_main_account

          Denotes if the sub account a main account of the plan

        • statistics

          The statistics on a sub account. Only displayed when you retrieve an individual sub-account.

      • 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

      • covers object
        Hide covers attributes Show covers 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.

        • cover_type

          Cover type

        • benefit_amount

          Benefit amount

        • benefit_frequency

          Benefit frequency

        • benefit_status

          Benefit status

        • excess

          Excess

        • indexation

          Indexation percentage

      • claims object
        Hide claims attributes Show claims 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.

        • claim_amount

          Claim amount

        • claim_start_date

          Claim start date

        • claim_end_date

          Claim end date

        • claim_notes

          Claim notes

      • total_benefit_amount object
        Hide total_benefit_amount attributes Show total_benefit_amount attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • total_benefits object
        Hide total_benefits attributes Show total_benefits attributes object
        • critical_illness object
          Hide critical_illness attributes Show critical_illness attributes object
          • amount object
            Hide amount attributes Show amount attributes object
            • example string
            • description string
          • formatted object
            Hide formatted attributes Show formatted attributes object
            • example string
            • description string
          • currency object
            Hide currency attributes Show currency attributes object
            • example string
            • description string
        • family_income_benefit object
          Hide family_income_benefit attributes Show family_income_benefit attributes object
          • amount object
            Hide amount attributes Show amount attributes object
            • example string
            • description string
          • formatted object
            Hide formatted attributes Show formatted attributes object
            • example string
            • description string
          • currency object
            Hide currency attributes Show currency attributes object
            • example string
            • description string
      • latest_valuations object
        Hide latest_valuations attributes Show latest_valuations 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.

        • valued_at

          Valued at

        • value

          Valuation

      • value object
        Hide value attributes Show value attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • valued_at string
      • original_valued_at string
      • client object
        Hide client attributes Show client 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)

        • permissions

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

      • accounts object
        Hide accounts attributes Show accounts 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)

        • permissions

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

      • seller object
        Hide seller attributes Show seller 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)

        • permissions

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

      • linked_owners object
        Hide linked_owners attributes Show linked_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)

        • permissions

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

      • linked_plans object
        Hide linked_plans attributes Show linked_plans 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.

        • opened_at

          Timestamp of when the plan was originally opened

        • name

          Name of the plan

        • type

          Type of plan, this will indicate what to expect from the fields attribute

        • sub_type

          Plan sub type

        • abstract_type

          describes if the plan is an asset, protection or liability

        • policy_number

          The policy number on the main sub account of the plan

        • proposal_reference

          The proposal reference on the main sub account of the plan

        • status

          Plan status

        • inactive_at

          Timestamp of when the plan became inactive

        • inactive_reason

          Reason for inactivity

        • agency_in_your_name

          Denotes if plan has agency in your name

        • agency_in_your_name_from

          Date the agency was in your name from

        • originally_sold_by_firm

          Denotes if the plan was originally sold by your firm

        • under_advice

          Denotes if plan is under advice

        • visible_on_client_portal

          Denotes if this plan is visible to clients on the client portal

        • include_in_client_valuation

          Denotes if this plan should be included in the client valuation

        • show_on_joint

          Denotes if this individual account can be seen when viewing joint plans on any joint accounts the individual client is a part of

        • shown_on_circles

          Determines if plan should be shown on a circle

        • review_date

          Review date

        • on_panel

          On panel

        • is_group_scheme

          Denotes if the plan is a group scheme plan. When a plan is a group scheme plan you will be able to manage group scheme members and sub schemes.

        • is_sub_group_scheme

          Denotes if the plan is a sub-scheme of a group scheme.

        • is_group_scheme_member

          Denotes if the plan is group scheme member plan. Each group scheme member is their own plan for maximum customisation.

        • advice_area

          The advice area of the plan based on the plan's sub type.

        • total_benefit_amount

          Total amount benefit of all covers

        • total_benefits

          Total benefits broken down in to cover types

        • value

          Total value of the plan

        • valued_at

          When the plan was last valued - Please note this is likely going to be the current date. If you would like to see the last real date it was valued by a provider or created manually, use original_valued_at

        • original_valued_at

          When the plan was originally valued - Please note our plans is valued daily but this is the date the valuation was originally added to the system.

        • statistics

          The statistics on a plan. Only displayed when you retrieve an individual plan

        • is_wrap_product

          Determines if the plan is a wrap plan

        • is_wrap_child

          Determines if the plan is a wrap child

        • can_be_deleted

          Denotes if the plan can be deleted

      • visible_to_circles object
        Hide visible_to_circles attributes Show visible_to_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

      • statistics object
        Hide statistics attribute Show statistics attribute object
        • recent_growth integer
      • cases object
        Hide cases attributes Show cases 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 case

        • slug

          Slug of the case

        • review_at

          Timestamp of when the case should be reviewed

        • assigned_to_uuids

          UUIDs of accounts that will be assigned to the case when it is created.

        • group_uuids

          UUIDs of groups that will be assigned when the case is created.

        • completed_at

          Timestamp of when the case was completed

        • value

          Expected value of this case

        • status_position

          The case status's position on the status list. Starting from 1. Only used if you are formatting cases in a kanban layout.

        • participants_count

          The number of participants on the case

        • task_board_uuid

          UUID of the task board

      • 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

      • is_wrap_product boolean
      • is_wrap_child boolean
      • wrap object
        Hide wrap attributes Show wrap 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.

        • opened_at

          Timestamp of when the plan was originally opened

        • name

          Name of the plan

        • type

          Type of plan, this will indicate what to expect from the fields attribute

        • sub_type

          Plan sub type

        • abstract_type

          describes if the plan is an asset, protection or liability

        • policy_number

          The policy number on the main sub account of the plan

        • proposal_reference

          The proposal reference on the main sub account of the plan

        • status

          Plan status

        • inactive_at

          Timestamp of when the plan became inactive

        • inactive_reason

          Reason for inactivity

        • agency_in_your_name

          Denotes if plan has agency in your name

        • agency_in_your_name_from

          Date the agency was in your name from

        • originally_sold_by_firm

          Denotes if the plan was originally sold by your firm

        • under_advice

          Denotes if plan is under advice

        • visible_on_client_portal

          Denotes if this plan is visible to clients on the client portal

        • include_in_client_valuation

          Denotes if this plan should be included in the client valuation

        • show_on_joint

          Denotes if this individual account can be seen when viewing joint plans on any joint accounts the individual client is a part of

        • shown_on_circles

          Determines if plan should be shown on a circle

        • review_date

          Review date

        • on_panel

          On panel

        • is_group_scheme

          Denotes if the plan is a group scheme plan. When a plan is a group scheme plan you will be able to manage group scheme members and sub schemes.

        • is_sub_group_scheme

          Denotes if the plan is a sub-scheme of a group scheme.

        • is_group_scheme_member

          Denotes if the plan is group scheme member plan. Each group scheme member is their own plan for maximum customisation.

        • advice_area

          The advice area of the plan based on the plan's sub type.

        • total_benefit_amount

          Total amount benefit of all covers

        • total_benefits

          Total benefits broken down in to cover types

        • value

          Total value of the plan

        • valued_at

          When the plan was last valued - Please note this is likely going to be the current date. If you would like to see the last real date it was valued by a provider or created manually, use original_valued_at

        • original_valued_at

          When the plan was originally valued - Please note our plans is valued daily but this is the date the valuation was originally added to the system.

        • statistics

          The statistics on a plan. Only displayed when you retrieve an individual plan

        • is_wrap_product

          Determines if the plan is a wrap plan

        • is_wrap_child

          Determines if the plan is a wrap child

        • can_be_deleted

          Denotes if the plan can be deleted

      • wrap_children object
        Hide wrap_children attributes Show wrap_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.

        • opened_at

          Timestamp of when the plan was originally opened

        • name

          Name of the plan

        • type

          Type of plan, this will indicate what to expect from the fields attribute

        • sub_type

          Plan sub type

        • abstract_type

          describes if the plan is an asset, protection or liability

        • policy_number

          The policy number on the main sub account of the plan

        • proposal_reference

          The proposal reference on the main sub account of the plan

        • status

          Plan status

        • inactive_at

          Timestamp of when the plan became inactive

        • inactive_reason

          Reason for inactivity

        • agency_in_your_name

          Denotes if plan has agency in your name

        • agency_in_your_name_from

          Date the agency was in your name from

        • originally_sold_by_firm

          Denotes if the plan was originally sold by your firm

        • under_advice

          Denotes if plan is under advice

        • visible_on_client_portal

          Denotes if this plan is visible to clients on the client portal

        • include_in_client_valuation

          Denotes if this plan should be included in the client valuation

        • show_on_joint

          Denotes if this individual account can be seen when viewing joint plans on any joint accounts the individual client is a part of

        • shown_on_circles

          Determines if plan should be shown on a circle

        • review_date

          Review date

        • on_panel

          On panel

        • is_group_scheme

          Denotes if the plan is a group scheme plan. When a plan is a group scheme plan you will be able to manage group scheme members and sub schemes.

        • is_sub_group_scheme

          Denotes if the plan is a sub-scheme of a group scheme.

        • is_group_scheme_member

          Denotes if the plan is group scheme member plan. Each group scheme member is their own plan for maximum customisation.

        • advice_area

          The advice area of the plan based on the plan's sub type.

        • total_benefit_amount

          Total amount benefit of all covers

        • total_benefits

          Total benefits broken down in to cover types

        • value

          Total value of the plan

        • valued_at

          When the plan was last valued - Please note this is likely going to be the current date. If you would like to see the last real date it was valued by a provider or created manually, use original_valued_at

        • original_valued_at

          When the plan was originally valued - Please note our plans is valued daily but this is the date the valuation was originally added to the system.

        • statistics

          The statistics on a plan. Only displayed when you retrieve an individual plan

        • is_wrap_product

          Determines if the plan is a wrap plan

        • is_wrap_child

          Determines if the plan is a wrap child

        • can_be_deleted

          Denotes if the plan can be deleted

      • linked_policy_numbers object
        Hide linked_policy_numbers attributes Show linked_policy_numbers 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.

        • linked_policy_number

          The linked policy number.

      • can_be_deleted string
      • contract_enquiry_account object
        Hide contract_enquiry_account attributes Show contract_enquiry_account 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)

        • permissions

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

      • 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.

    • custom_fields array[object]
      Hide custom_fields attributes Show custom_fields attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • name string
      • reference string
      • is_required boolean
      • value string
      • selection_options array[string]
      • help_text string
POST /api/v1/cases 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/cases' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"name":"Patrick's Case","participants":["c98deb23-71e7-4da6-8077-4eb9b19b56ce","919cfefc-a145-40bb-a287-170743cb4257","518721a9-4eee-442a-a08b-29eaa5ec3427"],"assigned_to_uuids":["5ceffa42-5bfe-457e-99d5-c605113ddad3","bb63f1c7-5675-4dae-8a1d-8a9edd9b2a53","cc590ff8-1d7e-460b-9a81-e403fd51e1d3"],"group_uuids":["7a9113ca-cae8-49c0-ae68-9bf64fe48925","e3aad005-0281-43fe-a28c-8af8232c6dd2","b2c412d0-e61b-488b-9415-694ade3ee429"],"status":"39d9baf0-10be-426b-a706-c4909f5636d4","review_at":"2026-07-17T15:25:29+01:00","type":"4746777c-825b-4b6c-95d9-47e7e3cec891","value":15099,"plans":["ff324d92-7817-40d8-b8e6-20b8ed959410","bccb766d-6398-407b-b877-a297cfb8a209","fc441636-c764-444f-8950-524e219cf5da"],"custom_fields":{"ongoing_case":"Ongoing"}}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "name": "Patrick's Case",
  "participants": [
    "c98deb23-71e7-4da6-8077-4eb9b19b56ce",
    "919cfefc-a145-40bb-a287-170743cb4257",
    "518721a9-4eee-442a-a08b-29eaa5ec3427"
  ],
  "assigned_to_uuids": [
    "5ceffa42-5bfe-457e-99d5-c605113ddad3",
    "bb63f1c7-5675-4dae-8a1d-8a9edd9b2a53",
    "cc590ff8-1d7e-460b-9a81-e403fd51e1d3"
  ],
  "group_uuids": [
    "7a9113ca-cae8-49c0-ae68-9bf64fe48925",
    "e3aad005-0281-43fe-a28c-8af8232c6dd2",
    "b2c412d0-e61b-488b-9415-694ade3ee429"
  ],
  "status": "39d9baf0-10be-426b-a706-c4909f5636d4",
  "review_at": "2026-07-17T15:25:29+01:00",
  "type": "4746777c-825b-4b6c-95d9-47e7e3cec891",
  "value": 15099,
  "plans": [
    "ff324d92-7817-40d8-b8e6-20b8ed959410",
    "bccb766d-6398-407b-b877-a297cfb8a209",
    "fc441636-c764-444f-8950-524e219cf5da"
  ],
  "custom_fields": {
    "ongoing_case": "Ongoing"
  }
}
Response examples (200) 
{
  "uuid": "5dbff1c8-f343-4588-ba12-83733f434c8b",
  "created_at": "2026-07-17T15:25:28+01:00",
  "updated_at": "2026-07-17T15:25:28+01:00",
  "name": "finance",
  "slug": "finance",
  "status": {
    "uuid": "2117b7d4-3a10-43c7-8e2a-7c3f111a2e2a",
    "created_at": "2026-07-17T15:25:28+01:00",
    "updated_at": "2026-07-17T15:25:28+01:00",
    "name": "To Be Reviewed",
    "colour": "#23852B",
    "position": 5,
    "is_type_completed": false
  },
  "type": {
    "uuid": "a6a16206-e236-4e0e-aeda-258ed28df913",
    "name": "Mortgage Plan",
    "created_at": "2026-07-17T15:25:28+01:00",
    "updated_at": "2026-07-17T15:25:28+01:00"
  },
  "review_at": "2026-07-17T15:25:28+01:00",
  "assigned_to_uuids": [
    "73283223-e57c-4e17-a5cd-ca55c7ab804e"
  ],
  "group_uuids": [
    "625539e2-189c-4d58-a4f6-9e2a87fa4f4d"
  ],
  "completed_at": "2026-07-17T15:25:28+01:00",
  "value": {
    "amount": {
      "example": "4000",
      "description": "Money amount at their lowest denominator (for example: pennies)"
    },
    "formatted": {
      "example": "£40.00",
      "description": "Money amount formatted with currency"
    },
    "currency": {
      "example": "GBP",
      "description": "Currency of the money"
    }
  },
  "status_position": 4,
  "participants_count": 4,
  "participants": {
    "uuid": "c6e0b5be-36dc-4c5d-a8cc-92e688f61bd9",
    "created_at": "2026-07-17T15:25:28+01:00",
    "updated_at": "2026-07-17T15:25:28+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": "91f29e51-ce21-4ef7-b20a-977e7ed8f32c",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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": "2913e846-940e-401b-96f4-4a20ed0d095c",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "type": "phone_number",
      "name": "Work number",
      "value": "+443330903630",
      "phone_number_meta": {
        "country": "GB",
        "formatted": "0333 090 3630"
      }
    },
    "primary_email": {
      "uuid": "2913e846-940e-401b-96f4-4a20ed0d095c",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "type": "phone_number",
      "name": "Work number",
      "value": "+443330903630",
      "phone_number_meta": {
        "country": "GB",
        "formatted": "0333 090 3630"
      }
    },
    "current_time_entry": {
      "uuid": "b9d50083-110f-4b5c-ad97-e735caa8a65e",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "Research",
      "description": "This is a description.",
      "trackable_type": "Client",
      "start_date": "2026-07-17T14:35:36+01:00",
      "end_date": "2026-07-17T15:03:36+01:00",
      "is_active": true,
      "total_time_in_minutes": 28,
      "computed_time_elapsed_in_seconds": 1680
    },
    "assigned_adviser": {
      "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "assigned_administrator": {
      "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "assigned_paraplanner": {
      "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "introduced_by": {
      "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "business_unit": {
      "uuid": "0b087134-9399-4f48-8830-d50c35f116f3",
      "name": "Wealth Management",
      "has_alternative_branding": false,
      "brand_colours": [],
      "members_count": 3,
      "groups_count": 2,
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00"
    },
    "tags": {
      "uuid": "f1ecba6d-f8a7-415f-90f1-db030dd72262",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "Mortgage",
      "slug": "mortgage",
      "colour": "#ef4582"
    },
    "owners": {
      "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "first_contact_date": "2026-07-17T15:25:28+01:00",
    "next_review_date": "2026-07-17T15:25:28+01:00",
    "previous_review_date": "2026-07-17T15:25:28+01:00",
    "anniversary_review_date": "2026-07-17T15:25:28+01:00",
    "terms_of_business_at": "2026-07-17T15:25:28+01:00",
    "client_agreement_at": "2026-07-17T15:25:28+01:00",
    "with_login": true,
    "has_joint_account": true,
    "can_be_deleted": "false",
    "joint_account_circle": {
      "uuid": "3e582b00-e462-4d59-aef9-bfdca7f12c97",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+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": "0e1a8da1-b082-4596-b99d-ad01f2370e84",
      "login_access_level": "write",
      "current_life_stage_uuid": "6c428f70-3307-4741-9942-cecd96a2c426"
    },
    "circles": {
      "uuid": "3e582b00-e462-4d59-aef9-bfdca7f12c97",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+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": "0e1a8da1-b082-4596-b99d-ad01f2370e84",
      "login_access_level": "write",
      "current_life_stage_uuid": "6c428f70-3307-4741-9942-cecd96a2c426"
    },
    "ownership_percentage": 100,
    "inactive_at": "2026-07-17",
    "last_interaction_at": "2026-07-17 15:25:28",
    "referral_code": "ABC12345",
    "permissions": {
      "firm:read": [
        "firm"
      ],
      "network:read": [
        "network:uuid"
      ]
    },
    "custom_fields": {
      "uuid": null,
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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": "11b7fb3c-bff7-4355-b5d5-6e063a2cdde5",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "third_party": "nucleus",
      "reference": "AB123456"
    }
  },
  "task_board_uuid": "7c9404a0-9a80-4686-898f-97f2cda9d7bc",
  "plans": {
    "uuid": "bcc2ee1b-b2d6-4cc6-bbdd-49aef5efa376",
    "created_at": "2026-07-17T15:25:28+01:00",
    "updated_at": "2026-07-17T15:25:28+01:00",
    "opened_at": "2026-07-17T15:25:28+01:00",
    "name": "Johns ISA",
    "type": "cash_account",
    "sub_type": "lifetime isa",
    "abstract_type": "asset",
    "policy_number": "AVIVA-123",
    "proposal_reference": "AB123456",
    "status": "inactive",
    "inactive_at": "2026-07-17T15:25:28+01:00",
    "inactive_reason": "claimed",
    "agency_in_your_name": true,
    "agency_in_your_name_from": "2025-07-17",
    "originally_sold_by_firm": true,
    "under_advice": true,
    "visible_on_client_portal": true,
    "include_in_client_valuation": true,
    "show_on_joint": true,
    "shown_on_circles": true,
    "review_date": "2025-07-17",
    "on_panel": true,
    "is_group_scheme": false,
    "is_sub_group_scheme": false,
    "is_group_scheme_member": false,
    "advice_area": "non_investment_insurance",
    "main_account": {
      "uuid": "f23d94db-f447-4616-8cf2-297dd45e6389",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "John's ISA",
      "policy_number": "AVI-4837",
      "is_main_account": false,
      "statistics": {
        "recent_growth": 100
      }
    },
    "sub_accounts": {
      "uuid": "f23d94db-f447-4616-8cf2-297dd45e6389",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "John's ISA",
      "policy_number": "AVI-4837",
      "is_main_account": false,
      "statistics": {
        "recent_growth": 100
      }
    },
    "provider": {
      "uuid": "c40b0f2e-65c6-4120-9551-17a89d2ecf3d",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "AJ Bell",
      "slug": "aj-bell"
    },
    "covers": {
      "uuid": "83e6a188-0c4a-498d-b33b-25dc3ea4fb28",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "cover_type": "critical_illness",
      "benefit_amount": {
        "amount": {
          "example": "25000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£250,000.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": null,
          "description": "Currency of the money"
        }
      },
      "benefit_frequency": "monthly",
      "benefit_status": "active",
      "excess": {
        "amount": {
          "example": "10000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£100.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": null,
          "description": "Currency of the money"
        }
      },
      "indexation": 1.4
    },
    "claims": {
      "uuid": "bcc556a9-7220-410c-ab34-1c880402b113",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "claim_amount": {
        "amount": {
          "example": "25000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£250,000.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": null,
          "description": "Currency of the money"
        }
      },
      "claim_start_date": "2025-07-17",
      "claim_end_date": "2031-07-17",
      "claim_notes": "Claim notes"
    },
    "total_benefit_amount": {
      "amount": {
        "example": "25000000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "formatted": {
        "example": "£250,000.00",
        "description": "Money amount formatted with currency"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      }
    },
    "total_benefits": {
      "critical_illness": {
        "amount": {
          "example": "15000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£150,000.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        }
      },
      "family_income_benefit": {
        "amount": {
          "example": "10000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£100,000.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        }
      }
    },
    "latest_valuations": {
      "uuid": "8ee31a7c-45ea-4249-891f-dd9aa7d3e01d",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "valued_at": "2026-07-17T15:25:36+01:00",
      "value": {
        "amount": {
          "example": "4000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£40.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": null,
          "description": "Currency of the money"
        }
      }
    },
    "value": {
      "amount": {
        "example": "4000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "formatted": {
        "example": "£40.00",
        "description": "Money amount formatted with currency"
      },
      "currency": {
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      "type": "client",
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      "name": "Gareth Thompson",
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      "with_login": true,
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      "name": "Gareth Thompson",
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      "updated_at": "2026-07-17T15:25:36+01:00",
      "type": "client",
      "role": "client",
      "first_name": "Gareth",
      "last_name": "Thompson",
      "name": "Gareth Thompson",
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      "with_login": true,
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      "referral_code": "ABC12345",
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      "updated_at": "2026-07-17T15:25:36+01:00",
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      "advice_area": "non_investment_insurance",
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          "example": "25000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
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          "description": "Money amount formatted with currency"
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          "description": "Currency of the money"
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            "description": "Money amount at their lowest denominator (for example: pennies)"
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          "formatted": {
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            "description": "Money amount formatted with currency"
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            "description": "Currency of the money"
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        },
        "family_income_benefit": {
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            "example": "10000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£100,000.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
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            "description": "Currency of the money"
          }
        }
      },
      "value": {
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          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£40.00",
          "description": "Money amount formatted with currency"
        },
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          "description": "Currency of the money"
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      },
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      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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",
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        "account_uuid": "uuid",
        "account_name": "John Smith",
        "device_type": "desktop",
        "device_platform": "macos"
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      "portal_login_count_365d": 48,
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      "group_uuids": [
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      "completed_at": "2026-07-17T15:25:36+01:00",
      "value": {
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          "example": "4000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
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          "description": "Money amount formatted with currency"
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        "currency": {
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          "description": "Currency of the money"
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      },
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      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "Mortgage",
      "slug": "mortgage",
      "colour": "#ef4582"
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    "is_wrap_child": false,
    "wrap": {
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      "name": "Johns ISA",
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      "abstract_type": "asset",
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      "advice_area": "non_investment_insurance",
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        "amount": {
          "example": "25000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
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          "description": "Money amount formatted with currency"
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          "description": "Currency of the money"
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      },
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            "description": "Money amount formatted with currency"
          },
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            "description": "Currency of the money"
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        },
        "family_income_benefit": {
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            "example": "10000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
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            "description": "Money amount formatted with currency"
          },
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            "description": "Currency of the money"
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        }
      },
      "value": {
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          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
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          "description": "Money amount formatted with currency"
        },
        "currency": {
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          "description": "Currency of the money"
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      },
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      },
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    },
    "wrap_children": {
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      "updated_at": "2026-07-17T15:25:36+01:00",
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      "name": "Johns ISA",
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      "sub_type": "lifetime isa",
      "abstract_type": "asset",
      "policy_number": "AVIVA-123",
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      "advice_area": "non_investment_insurance",
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          "example": "25000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
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          "description": "Money amount formatted with currency"
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            "description": "Money amount formatted with currency"
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            "description": "Currency of the money"
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        },
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          },
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            "description": "Money amount formatted with currency"
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            "description": "Currency of the money"
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        }
      },
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          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
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          "description": "Money amount formatted with currency"
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          "description": "Currency of the money"
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      "updated_at": "2026-07-17T15:25:36+01:00",
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      "type": "client",
      "role": "client",
      "first_name": "Gareth",
      "last_name": "Thompson",
      "name": "Gareth Thompson",
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      "with_login": true,
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      "referral_code": "ABC12345",
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      "type": "string",
      "name": "Favourite Drink",
      "reference": "favourite_drink",
      "is_required": false,
      "value": "Coffee",
      "selection_options": [
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        "Tea",
        "Water"
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      "help_text": "This is the client's favourite drink."
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    "external_references": {
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      "third_party": "nucleus",
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      "type": "string",
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      "reference": "favourite_drink",
      "is_required": false,
      "value": "Coffee",
      "selection_options": [
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      "help_text": "This is the client's favourite drink."
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}