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Add MCP server to your AI tool

Allow AI tools and LLMs to interact with the API documentation portal through MCP.

MCP server URL

https://apidocs.plannrcrm.com/mcp

Standard setup for AI tools providing an mcp.json file

mcp.json 
"PlannrCRM MCP server": {
  "url": "https://apidocs.plannrcrm.com/mcp"
}
Close
POST /api/v1/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

      The UUID of the resource.

    • created_at string

      The timestamp of when the resource was created.

    • updated_at string

      The timestamp of when the resource was updated.

    • name string

      Name of the case

    • slug string

      Slug of the case

    • status object

      Case status

      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

      Case type

      Hide type attributes Show type attributes object
      • uuid string
      • name string
      • created_at string
      • updated_at string
    • review_at string

      Timestamp of when the case should be reviewed

    • assigned_to_uuids array[string]

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

    • group_uuids array[string]

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

    • completed_at string

      Timestamp of when the case was completed

    • value object

      Expected value of this case

      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

      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 integer

      The number of participants on the case

    • participants object

      Participants on this case (if included)

      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 string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • business_unit string
      • groups string
      • tags string
      • owners string
      • 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 string
      • circles string
      • 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 string
      • external_references string
    • task_board_uuid string

      UUID of the task board

    • plans object

      Plans in this case (if included)

      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 string
      • sub_accounts string
      • provider string
      • covers string
      • claims string
      • 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 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
      • valued_at string
      • original_valued_at string
      • client string
      • accounts string
      • seller string
      • linked_owners string
      • linked_plans string
      • visible_to_circles string
      • statistics object
        Hide statistics attribute Show statistics attribute object
        • recent_growth integer
      • cases string
      • tags string
      • is_wrap_product boolean
      • is_wrap_child boolean
      • wrap string
      • wrap_children string
      • linked_policy_numbers string
      • can_be_deleted string
      • contract_enquiry_account string
      • custom_fields string
      • external_references string
    • custom_fields array[object]

      Any custom fields on the model.

      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":["054b26ea-342b-4994-bf43-c5f00d7e811d","eff7e181-2e83-49bf-8a74-be8cbe78b29e","44c2c89f-b127-4414-bf42-c605a95ee853"],"assigned_to_uuids":["5f52e0a7-2b7c-4ef4-a70d-cc18f86c9088","7fe78042-1a47-45ad-82ef-d564d8650b96","326de4a2-e367-4f4a-8604-038254b7a279"],"group_uuids":["08a80d3c-19a2-4901-b150-a8b6ed72cd0e","245f9971-0191-44a2-b86e-b1dde1c96967","db720143-da05-4a36-acee-744b54e8f7b4"],"status":"fdb21915-3ebd-4315-9dc7-455bf967d9a7","review_at":"2026-06-08T16:08:02+01:00","type":"3e00bf78-1213-4d41-992f-84c730f67ad9","value":15099,"plans":["3207692a-24ac-4fbe-a91b-90fb67d1350b","e8fc7e20-c37c-4e79-8dca-158ff540fd06","d439d4b6-ee07-43ec-ac99-2610728e4b8b"],"custom_fields":{"ongoing_case":"Ongoing"}}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "name": "Patrick's Case",
  "participants": [
    "054b26ea-342b-4994-bf43-c5f00d7e811d",
    "eff7e181-2e83-49bf-8a74-be8cbe78b29e",
    "44c2c89f-b127-4414-bf42-c605a95ee853"
  ],
  "assigned_to_uuids": [
    "5f52e0a7-2b7c-4ef4-a70d-cc18f86c9088",
    "7fe78042-1a47-45ad-82ef-d564d8650b96",
    "326de4a2-e367-4f4a-8604-038254b7a279"
  ],
  "group_uuids": [
    "08a80d3c-19a2-4901-b150-a8b6ed72cd0e",
    "245f9971-0191-44a2-b86e-b1dde1c96967",
    "db720143-da05-4a36-acee-744b54e8f7b4"
  ],
  "status": "fdb21915-3ebd-4315-9dc7-455bf967d9a7",
  "review_at": "2026-06-08T16:08:02+01:00",
  "type": "3e00bf78-1213-4d41-992f-84c730f67ad9",
  "value": 15099,
  "plans": [
    "3207692a-24ac-4fbe-a91b-90fb67d1350b",
    "e8fc7e20-c37c-4e79-8dca-158ff540fd06",
    "d439d4b6-ee07-43ec-ac99-2610728e4b8b"
  ],
  "custom_fields": {
    "ongoing_case": "Ongoing"
  }
}
Response examples (200) 
{
  "uuid": "8bca6be7-1942-4416-b942-dd97cd28e718",
  "created_at": "2026-06-08T16:08:02+01:00",
  "updated_at": "2026-06-08T16:08:02+01:00",
  "name": "finance",
  "slug": "finance",
  "status": {
    "uuid": "1a010683-e59d-47a5-a439-74aa7a9d4b06",
    "created_at": "2026-06-08T16:08:02+01:00",
    "updated_at": "2026-06-08T16:08:02+01:00",
    "name": "To Be Reviewed",
    "colour": "#23852B",
    "position": 5,
    "is_type_completed": false
  },
  "type": {
    "uuid": "dd265354-9f31-4b47-ad9d-9007688d21c9",
    "name": "Mortgage Plan",
    "created_at": "2026-06-08T16:08:02+01:00",
    "updated_at": "2026-06-08T16:08:02+01:00"
  },
  "review_at": "2026-06-08T16:08:02+01:00",
  "assigned_to_uuids": [
    "d6365684-6b73-47ae-9632-1b2fcaa0600f"
  ],
  "group_uuids": [
    "9f0516a7-e229-4a59-a911-b725c2b378b7"
  ],
  "completed_at": "2026-06-08T16:08:02+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": "02a04ee1-9599-4399-a266-f1e86421a4a6",
    "created_at": "2026-06-08T16:08:02+01:00",
    "updated_at": "2026-06-08T16:08:02+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": "App\\Http\\Resources\\FirmResource",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
    "groups": "App\\Http\\Resources\\GroupResource",
    "tags": "App\\Http\\Resources\\TagResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "first_contact_date": "2026-06-08T16:08:02+01:00",
    "next_review_date": "2026-06-08T16:08:02+01:00",
    "previous_review_date": "2026-06-08T16:08:02+01:00",
    "anniversary_review_date": "2026-06-08T16:08:02+01:00",
    "terms_of_business_at": "2026-06-08T16:08:02+01:00",
    "client_agreement_at": "2026-06-08T16:08:02+01:00",
    "with_login": true,
    "has_joint_account": true,
    "can_be_deleted": "false",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "circles": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "inactive_at": "2026-06-08",
    "last_interaction_at": "2026-06-08 16:08:02",
    "referral_code": "ABC12345",
    "permissions": {
      "firm:read": [
        "firm"
      ],
      "network:read": [
        "network:uuid"
      ]
    },
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
  },
  "task_board_uuid": "7d6059e3-254c-418c-a34b-19692c8b9643",
  "plans": {
    "uuid": "05690914-5fe5-4e11-8eff-a585561993d6",
    "created_at": "2026-06-08T16:08:02+01:00",
    "updated_at": "2026-06-08T16:08:02+01:00",
    "opened_at": "2026-06-08T16:08:02+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": "2026-06-08T16:08:02+01:00",
    "inactive_reason": "claimed",
    "agency_in_your_name": true,
    "agency_in_your_name_from": "2025-06-08",
    "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": "2025-06-08",
    "on_panel": true,
    "is_group_scheme": false,
    "is_sub_group_scheme": false,
    "is_group_scheme_member": false,
    "advice_area": "non_investment_insurance",
    "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
    "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
    "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
    "covers": "App\\Http\\Resources\\Plans\\CoverResource",
    "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
    "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": "App\\Http\\Resources\\Plans\\ValuationResource",
    "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"
      }
    },
    "valued_at": "2026-06-08T16:08:02+01:00",
    "original_valued_at": "2026-06-07T16:08:02+01:00",
    "client": "App\\Http\\Resources\\AccountResource",
    "accounts": "App\\Http\\Resources\\AccountResource",
    "seller": "App\\Http\\Resources\\AccountResource",
    "linked_owners": "App\\Http\\Resources\\AccountResource",
    "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
    "visible_to_circles": "App\\Http\\Resources\\CircleResource",
    "statistics": {
      "recent_growth": 100
    },
    "cases": "App\\Http\\Resources\\CasesResource",
    "tags": "App\\Http\\Resources\\TagResource",
    "is_wrap_product": false,
    "is_wrap_child": false,
    "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
    "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
    "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
    "can_be_deleted": "false",
    "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
  },
  "custom_fields": [
    {
      "uuid": "7e6b5d89-5a1e-48a9-bd90-d6fa92bb6cde",
      "created_at": "2026-06-08T16:08:02+01:00",
      "updated_at": "2026-06-08T16:08:02+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."
    }
  ]
}