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"
  }
}
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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":["bba08b65-97b3-432d-abfd-ccf422ccd293","6ec7c0ae-203b-4427-8d10-299cc693f3cf","b1a4a958-f397-471c-b1db-50620ef270c1"]}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "participants": [
    "bba08b65-97b3-432d-abfd-ccf422ccd293",
    "6ec7c0ae-203b-4427-8d10-299cc693f3cf",
    "b1a4a958-f397-471c-b1db-50620ef270c1"
  ]
}
Response examples (401) 
{
  "message": "Unauthenticated."
}