Create a charge split schema 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/charge-split-schema
Personal access token & O auth2

Headers

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

Body

  • name string Required

    Introducer split name

  • min_percentage number(float) Required

    Minimum percentage of overall charge introducer can be entitled to

    Minimum value is 0.0, maximum value is 100.0.

  • max_percentage number(float) Required

    Maximum percentage of overall charge introducer can be entitled to

    Minimum value is 0.0, maximum value is 100.0.

  • default_percentage number(float) Required

    Default percentage of overall charge introducer can be entitled to. Must be between minimum and maximum

    Minimum value is 0.0, maximum value is 100.0.

  • percentage_paid_by_firm number(float) Required

    Percentage of the introducer's cut of the expected amount to be paid by the firm

    Minimum value is 0.0, maximum value is 100.0.

  • percentage_paid_by_adviser number(float) Required

    Percentage of the introducer's cut of the expected amount to be paid by the selling adviser

    Minimum value is 0.0, maximum value is 100.0.

  • can_change_transfer_fci boolean Required

    Whether the value for FCI contributions can be changed. Will only apply to advisers

  • default_transfer_fci boolean Required

    Default value to whether the introducer will be recognised for FCI contributions. Will only apply to advisers

  • can_change_initial boolean Required

    Whether the value for initial charges can be changed

  • default_initial boolean Required

    Default value to whether this charge split schema will be applied to initial charges

  • can_change_ongoing boolean Required

    Whether the value for ongoing charges can be changed

  • default_ongoing boolean Required

    Default value to whether this charge split schema will be applied to ongoing charges

  • valid_for_advisers boolean Required

    Whether this charge split schema can be applied for adviser accounts

  • valid_for_clients boolean Required

    Whether this charge split schema can be applied for client accounts

  • valid_for_introducers boolean Required

    Whether this charge split schema can be applied for introducer accounts

  • visible_to_advisers boolean Required

    Whether this charge split schema is visible to advisers to use

Responses

  • 201 application/json
    Hide response attributes Show response attributes object
    • uuid string
    • created_at string
    • updated_at string
    • name string
    • min_percentage integer
    • max_percentage integer
    • default_percentage integer
    • percentage_paid_by_firm integer
    • percentage_paid_by_adviser integer
    • can_change_transfer_fci boolean
    • default_transfer_fci boolean
    • can_change_initial boolean
    • default_initial boolean
    • can_change_ongoing boolean
    • default_ongoing boolean
    • valid_for_advisers boolean
    • valid_for_clients boolean
    • valid_for_introducers boolean
    • visible_to_advisers boolean
POST /api/v1/charge-split-schema 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/charge-split-schema' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"name":"Basic Introducer Rate","min_percentage":20.0,"max_percentage":40.0,"default_percentage":27.5,"percentage_paid_by_firm":18.0,"percentage_paid_by_adviser":17.62,"can_change_transfer_fci":true,"default_transfer_fci":true,"can_change_initial":true,"default_initial":true,"can_change_ongoing":true,"default_ongoing":true,"valid_for_advisers":true,"valid_for_clients":true,"valid_for_introducers":true,"visible_to_advisers":true}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "name": "Basic Introducer Rate",
  "min_percentage": 20.0,
  "max_percentage": 40.0,
  "default_percentage": 27.5,
  "percentage_paid_by_firm": 18.0,
  "percentage_paid_by_adviser": 17.62,
  "can_change_transfer_fci": true,
  "default_transfer_fci": true,
  "can_change_initial": true,
  "default_initial": true,
  "can_change_ongoing": true,
  "default_ongoing": true,
  "valid_for_advisers": true,
  "valid_for_clients": true,
  "valid_for_introducers": true,
  "visible_to_advisers": true
}
Response examples (201) 
[
  {
    "uuid": "d95df0f0-052e-48d4-b4aa-ae40e91c1b64",
    "created_at": "2026-07-17T15:25:30+01:00",
    "updated_at": "2026-07-17T15:25:30+01:00",
    "name": "Basic Introducer Rate",
    "min_percentage": 10,
    "max_percentage": 20,
    "default_percentage": 15,
    "percentage_paid_by_firm": 25,
    "percentage_paid_by_adviser": 75,
    "can_change_transfer_fci": true,
    "default_transfer_fci": true,
    "can_change_initial": true,
    "default_initial": true,
    "can_change_ongoing": true,
    "default_ongoing": true,
    "valid_for_advisers": true,
    "valid_for_clients": true,
    "valid_for_introducers": true,
    "visible_to_advisers": true
  }
]