POST /api/v1/circles
Personal access token & O auth2

Headers

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

Body

  • name string Required

    Circle name

  • bg_colour string

    Hex colour for avatar background

  • account_uuids array[string(uuid)] Required

    Account UUIDs that are being added to the circle. Between 1 and 100 account UUIDs are required.

  • group_uuids array[string(uuid)] Required

    Groups UUIDs the circle will belong to. Can belong to a maximum of 50 groups.

Responses

  • 201 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 Circle name

    • photo_url string

      URL for initial avatar image

    • bg_colour string

      Hex colour background for avatar

    • accounts array[object]

      Accounts belonging to the circle

      Hide accounts attributes Show accounts 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
    • groups array[object]

      Groups the circle belongs to

      Hide groups attributes Show groups attributes object
      • uuid string
      • name string
      • slug string
      • participants_count string
      • participants object
        Hide participants attributes Show participants attributes object
        • uuid object
          Hide uuid attributes Show uuid attributes object
          • example string
          • description string
        • role object
          Hide role attributes Show role attributes object
          • example string
          • description string
        • first_name object
          Hide first_name attributes Show first_name attributes object
          • example string
          • description string
        • last_name object
          Hide last_name attributes Show last_name attributes object
          • example string
          • description string
        • name object
          Hide name attributes Show name attributes object
          • example string
          • description string
        • email object
          Hide email attributes Show email attributes object
          • example string
          • description string
      • created_at string
      • updated_at string
    • joint_account_uuid string

      uuid of joint account where circle created from joint account

    • login_access_level string

      The access level in context of an account. Note this field is only returned when using the accounts API. Available values: read and write

    • current_life_stage_uuid string

      UUID of the circle's current life stage for expenditure

    • external_references array[object]

      The external references that have been added to the client.

      Hide external_references attributes Show external_references attributes object
      • uuid string
      • created_at string
      • updated_at string
      • third_party string
      • reference string
POST /api/v1/circles 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/circles' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"name":"Jones Family","bg_colour":"#DDDDDD","account_uuids":["16fca286-157d-4593-b61e-88afc846a5c8","9b9a9e09-a2e4-406f-99a5-0b13944eab5a","5234ddc7-d94c-45c4-9919-2dc343d9ee4f"],"group_uuids":["1df94f80-e074-4822-be6b-a252ff5df828","3b11e8b0-c0be-448a-90a9-8274f625fe65","bc1abe8c-2c87-49ce-86ef-ed5188e9ac77"]}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "name": "Jones Family",
  "bg_colour": "#DDDDDD",
  "account_uuids": [
    "16fca286-157d-4593-b61e-88afc846a5c8",
    "9b9a9e09-a2e4-406f-99a5-0b13944eab5a",
    "5234ddc7-d94c-45c4-9919-2dc343d9ee4f"
  ],
  "group_uuids": [
    "1df94f80-e074-4822-be6b-a252ff5df828",
    "3b11e8b0-c0be-448a-90a9-8274f625fe65",
    "bc1abe8c-2c87-49ce-86ef-ed5188e9ac77"
  ]
}
Response examples (201) 
{
  "uuid": "a1fdbdc1-705d-4c80-97e9-74f9be9ad9cf",
  "created_at": "2026-05-19T18:31:16+01:00",
  "updated_at": "2026-05-19T18:31:16+01:00",
  "name": "Jones Family",
  "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
  "bg_colour": "#35f4e1",
  "accounts": [
    {
      "uuid": "27702d43-4ad6-43cf-a6c8-c6e334e20487",
      "created_at": "2026-05-19T18:31:16+01:00",
      "updated_at": "2026-05-19T18:31:16+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": "2026-05-19T18:31:16+01:00",
      "next_review_date": "2026-05-19T18:31:16+01:00",
      "previous_review_date": "2026-05-19T18:31:16+01:00",
      "anniversary_review_date": "2026-05-19T18:31:16+01:00",
      "terms_of_business_at": "2026-05-19T18:31:16+01:00",
      "client_agreement_at": "2026-05-19T18:31:16+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": "2026-05-19",
      "last_interaction_at": "2026-05-19 18:31:16",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      },
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    }
  ],
  "groups": [
    {
      "uuid": "598cb364-15ff-4e8c-b946-3e9314f257ff",
      "name": "finance",
      "slug": "finance",
      "participants_count": "3",
      "participants": {
        "uuid": {
          "example": "aba3d734-435d-4a34-b598-d1798093f32a",
          "description": "UUID of the account"
        },
        "role": {
          "example": "client",
          "description": "Role of the account"
        },
        "first_name": {
          "example": "Gareth",
          "description": "First name of the account"
        },
        "last_name": {
          "example": "Thompson",
          "description": "Last name of the account"
        },
        "name": {
          "example": "Gareth Thompson",
          "description": "Name of the account"
        },
        "email": {
          "example": "gareth@codepotato.co.uk",
          "description": "Email of the account"
        }
      },
      "created_at": "2026-05-19T18:31:16+01:00",
      "updated_at": "2026-05-19T18:31:16+01:00"
    }
  ],
  "joint_account_uuid": "3a48562a-8235-4e60-bbd6-4bc0d00caa1b",
  "login_access_level": "write",
  "current_life_stage_uuid": "dc725089-2908-4d50-8393-28d3b7e9ae5f",
  "external_references": [
    {
      "uuid": "c4cdeb5e-44b4-4644-aadc-078780fdf1c7",
      "created_at": "2026-05-19T18:31:16+01:00",
      "updated_at": "2026-05-19T18:31:16+01:00",
      "third_party": "nucleus",
      "reference": "AB123456"
    }
  ]
}