Add an item to a checklist 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/checklist/{checklist_uuid}/items
Personal access token & O auth2

Path parameters

  • checklist_uuid string Required
  • checklist string Required

    The UUID of the checklist.

application/json

Body

  • name string Required

    The label for the checklist item.

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

      The label of the checklist item.

    • is_checked boolean

      Whether the item has been checked off.

    • checked_at string

      The date and time the item was checked off.

    • checked_by object

      The account that checked off the item.

      Hide checked_by attributes Show checked_by 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
    • order integer

      The display order of the item within its checklist.
POST /api/v1/checklist/{checklist_uuid}/items 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/checklist/6ff8f7f6-1eb3-3525-be4a-3932c805afed/items' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{"name":"Send calendar invite"}'
Request examples 
{
  "name": "Send calendar invite"
}
Response examples (200) 
{
  "uuid": "b702307e-55dd-466c-8b39-32685427e528",
  "created_at": "2026-06-24T11:04:25+01:00",
  "updated_at": "2026-06-24T11:04:25+01:00",
  "name": "Send calendar invite",
  "is_checked": false,
  "checked_at": "2021-01-01 00:00:00",
  "checked_by": {
    "uuid": "66be1ed4-445b-4a3b-bf25-7acede3c2e1c",
    "created_at": "2026-06-24T11:04:25+01:00",
    "updated_at": "2026-06-24T11:04:25+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": "2026-06-24T11:04:25+01:00",
    "next_review_date": "2026-06-24T11:04:25+01:00",
    "previous_review_date": "2026-06-24T11:04:25+01:00",
    "anniversary_review_date": "2026-06-24T11:04:25+01:00",
    "terms_of_business_at": "2026-06-24T11:04:25+01:00",
    "client_agreement_at": "2026-06-24T11:04:25+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": "2026-06-24",
    "last_interaction_at": "2026-06-24 11:04:25",
    "referral_code": "ABC12345",
    "permissions": {
      "firm:read": [
        "firm"
      ],
      "network:read": [
        "network:uuid"
      ]
    },
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
  },
  "order": 0
}