Add clients to 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"
}
Close
POST /api/v1/cases/{case_uuid}/participants
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • case_uuid string Required
application/json

Body

  • participants array[string(uuid)] Required

    Account uuids belonging to the firm.

Responses

  • 401 application/json
    Hide response attribute Show response attribute object
    • message string
POST /api/v1/cases/{case_uuid}/participants 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/cases/6ff8f7f6-1eb3-3525-be4a-3932c805afed/participants' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"participants":["4a5bb98a-a2a6-4267-9aef-4e4b25e4a0b7","c9daa703-6ceb-4976-a5a3-92ea34302e32","bc0eb980-7621-4b25-8e51-9ca39188905b"]}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "participants": [
    "4a5bb98a-a2a6-4267-9aef-4e4b25e4a0b7",
    "c9daa703-6ceb-4976-a5a3-92ea34302e32",
    "bc0eb980-7621-4b25-8e51-9ca39188905b"
  ]
}
Response examples (401) 
{
  "message": "Unauthenticated."
}