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

Headers

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

Body

  • title string

    Title

  • first_name string Required

    First Name

  • middle_name string

    Middle Name

  • last_name string Required

    Last Name

  • maiden_name string

    Maiden Name

  • email string

    Email address

  • phone string

    Clients primary phone number

  • assigned_adviser_uuid string(uuid)

    The UUID of the employee that the client directly reports to

  • assigned_administrator_uuid string(uuid)

    The UUID of the adviser employee that the client has been assigned

  • assigned_paraplanner_uuid string(uuid)

    The UUID of the paraplanner employee that the client has been assigned

  • introduced_by_uuid string(uuid)

    The UUID of the introducer for this client

  • send_welcome_email boolean

    Set to true if you would like Plannr to send an email to the client on account creation

  • date_of_birth string(date)

    Date of birth

  • gender string

    Gender. Possible values are: male, female, non-binary, transgender, intersex, other and unknown

    Value Description
    male male
    female female
    non-binary non-binary
    transgender transgender
    intersex intersex
    other other
    unknown unknown

    Values are male, female, non-binary, transgender, intersex, other, or unknown.

  • ni_number string

    National Insurance Number

  • nickname string

    preferred nickname of the client

  • target_retirement_age integer

    Target retirement age.

  • pronouns string

    Pronouns

  • smoker_status string

    Smoker Status. Possible values are: smoker, non-smoker, vaper, ex-smoker, never-smoked, unknown

    Value Description
    smoker Smoker
    non-smoker Non Smoker
    vaper Vaper
    ex-smoker Ex Smoker
    never-smoked Never Smoked
    unknown Unknown

    Values are smoker, non-smoker, vaper, ex-smoker, never-smoked, or unknown.

  • residential_status string

    Residential status

    Value Description
    homeowner Homeowner
    renting Renting
    living_with_parents Living With Parents
    other Other

    Values are homeowner, renting, living_with_parents, or other.

  • country_of_residence string

    Country of residence

  • marital_status string

    Marital Status. Possible values are: single, cohabiting, married, divorced, civil-partnership, dissolved-civil-partnership, widowed, separated, engaged, in-relationship, other, unknown

    Value Description
    single single
    cohabiting cohabiting
    married married
    divorced divorced
    civil-partnership civil partnership
    dissolved-civil-partnership dissolved-civil-partnership
    widowed widowed
    separated separated
    engaged engaged
    in-relationship in a relationship
    other other
    unknown unknown

    Values are single, cohabiting, married, divorced, civil-partnership, dissolved-civil-partnership, widowed, separated, engaged, in-relationship, other, or unknown.

  • is_vulnerable string

    whether the client is vulnerable. Possible values are: "yes", "no", and "possibly"

    Values are yes, no, or possibly.

  • is_prospect boolean

    Denotes if the client is a prospect or not.

  • prospect_converted_at string(date)

    The datetime when the prospect was converted into a client.

  • value integer

    The value of the client in penny format. E.g £5,000 would be 500000.

  • is_uk_resident boolean

    Whether the client is a UK resident or not.

  • is_uk_domicile boolean

    Whether the client is a UK domicile or not.

  • expected_retirement_age integer

    The expected retirement age.

  • state_retirement_age integer

    The state retirement age.

  • nationalities array

    Nationalities of the client. You can use the api/v1/static/nationalities endpoint to get our list.

  • vulnerability_details string

    Any details regarding the client's vulnerabilities.

  • third_party_offered boolean

    Whether the client has been offered any third party.

  • procedure_adaptation boolean

    Whether any procedures need to be adapted to the client.

  • adaption_details_notes boolean

    Any notes regarding adaptations

  • client_preferences string

    Any client preferences.

  • current_state_of_health string

    The client's current state of health.

  • state_of_health_explanation string

    Explanation of the current state of health.

  • cigarettes_daily integer

    The amount of cigarettes the client smokes a day.

  • smoker_since string(date)

    The date of when the client started smoking.

  • long_term_care_needed boolean

    Whether the client required long term care.

  • long_term_care_notes string

    Notes on the client's long term care.

  • has_will boolean

    Whether the client has a will or not.

  • will_notes string

    Notes on the client's will.

  • will_last_reviewed string(date)

    The date of the last time the will's been reviewed.

  • has_power_of_attorney boolean

    Whether the client has power of attorney.

  • power_of_attorney_notes string

    Notes on the client's power of attorney.

  • first_contact_date string(date)

    The date of the first contact.

  • units_of_alcohol_weekly integer

    The units of alcohol digested weekly.

  • height integer

    The height of the client in centimeters.

  • weight integer

    The weight of the client in pounds.

  • health_notes string

    Notes on the client's health.

  • has_iht_planning boolean

    Whether the client has Inheritance Tax (IHT) planning or not.

  • iht_planning_notes string

    Notes on the client's Inheritance Tax (IHT) planning.

  • has_gifted_family boolean

    Whether the client has gifted the family.

  • gift_notes string

    Notes on the gifts.

  • is_anticipating_inheritance boolean

    Whether the client is anticipating/ expecting any inheritance.

  • anticipating_inheritance_notes string

    Notes on the client's inheritance anticipation/ expectations.

  • next_review_date string(date)

    Date of next review

  • previous_review_date string(date)

    Date of previous review

  • anniversary_review_date string(date)

    Anniversary review date

  • is_will_accurate boolean

    Does your current will reflect your wishes?

  • will_executors string

    Who are the executors?

  • will_location string

    Where is the will stored?

  • will_bequests_detail string

    Details of any Bequests

  • is_poa_registered_epa_or_lpa string

    Is the Power of Attorney Registered as a EPA or LPA

    Value Description
    epa Epa
    lpa Lpa

    Values are epa or lpa.

  • are_poa_appointed_for_health_or_wealth string

    Are the Attorneys appointed for Health, Wealth or Both?

    Values are health, wealth, or both.

  • poa_attorney_appointed_at string(date)

    When were the Attorney’s appointed?

  • will_poa_details string

    Who are the Attorney’s?

  • are_poa_documents_registered boolean

    Are the documents registered?

  • will_gifts_details string

    Notes of gifts

  • groups array[string(uuid)]

    Group UUIDs to sync client to.

  • is_in_receipt_of_your_state_pension boolean

    Are you in receipt of your State Pension

  • has_obtained_a_forecast boolean

    Have you recently obtained a forecast

  • date_of_forecast string(date)

    What is the date of the obtained forecast

  • projected_state_pension integer

    What is the projected State Pension

  • years_of_national_insurance_contributions integer

    How many years have you made Nation Insurance Contributions

  • pension_notes string

    Notes on the pension

  • status_uuid string(uuid)

    The status of the client.

  • date_of_marriage string(date)

    Date of marriage

  • is_deceased boolean

    Denotes if the client is deceased

  • deceased_at string(date)

    Date of death

  • is_married_to_partner boolean

    Denotes if the client is married to their partner

  • checked_sanctions_at string(date)

    Date the client was checked for sanctions

  • lead_source string

    Marks the lead source of the client

  • write_to_whom string

    Marks the name of the client to write to

  • passport_number string

    The passport number of the client

  • do_not_contact_via_fax boolean

    Denotes if the client can be contacted via fax

  • do_not_contact_via_mail boolean

    Denotes if the client can be contacted via mail

  • do_not_contact_via_sms boolean

    Denotes if the client can be contacted via SMS

  • do_not_contact_via_email boolean

    Denotes if the client can be contacted via email

  • do_not_contact_via_telephone boolean

    Denotes if the client can be contacted via telephone

  • do_not_visit boolean

    Denotes if the client can be visited

  • do_not_market boolean

    Denotes if the client can be marketed to

  • client_regulatory_classification string Required

    The regulatory classification of the client. Possible values are: retail_client, professional_client, eligible_counterparty, not_applicable and unknown

    Value Description
    retail_client Retail Client
    professional_client Professional Client
    eligible_counterparty Eligible Counterparty
    not_applicable Not Applicable
    unknown Unknown

    Values are retail_client, professional_client, eligible_counterparty, not_applicable, or unknown.

  • external_reference object
    Hide external_reference attributes Show external_reference attributes object
    • third_party string Required

      The third party that the reference is from.

      Value Description
      adviser_office Adviser Office
      aj_bell Aj Bell
      be_iq_organisation Be Iq Organisation
      cash_calc Cash Calc
      conquest Conquest
      filehaven Filehaven
      finio Finio
      fundment Fundment
      intelliflo_office Intelliflo Office
      nucleus Nucleus
      octopus_money Octopus Money
      p1 P1
      parmenion Parmenion
      seccl Seccl
      smartsearch Smartsearch
      soderberg Soderberg
      transact_remuneration Transact Remuneration

      Values are adviser_office, aj_bell, be_iq_organisation, cash_calc, conquest, filehaven, finio, fundment, intelliflo_office, nucleus, octopus_money, p1, parmenion, seccl, smartsearch, soderberg, or transact_remuneration.

    • reference string Required

      The reference value.

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.

    • type string

      Account type

    • role string

      Account role

    • first_name string

      First name

    • last_name string

      Last name

    • name string

      Name

    • email string

      (Deprecated - Please use primary_email instead). The email of the account.

    • photo_url string

      URL for initial avatar image

    • firm object

      Firm

      Hide firm attributes Show firm attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • slug string
      • address_1 string
      • address_2 string
      • town_city string
      • county string
      • postcode string
      • country string
      • regulatory_text string
      • logo_icon string
      • brand_colours object
        Hide brand_colours attributes Show brand_colours attributes object
        • sidebar_background string
        • sidebar_accent string
        • sidebar_text string
        • sidebar_hover string
        • sidebar_active string
        • sidebar_title_background string
        • sidebar_title_primary string
        • sidebar_title_secondary string
        • sidebar_title_secondary_hover string
        • email_background string
        • email_logo_background_panel string
        • email_sub_text string
        • email_button_background string
        • email_button_text string
        • portal_sidebar_button_background string
        • portal_sidebar_button_hover string
        • portal_sidebar_button_active string
        • portal_brand_title string
        • portal_brand_sub_title string
        • portal_sidebar_title string
        • portal_sidebar_text string
        • portal_sidebar_text_hover string
        • portal_sidebar_text_active string
        • portal_sidebar_icon string
        • portal_sidebar_icon_hover string
        • portal_sidebar_icon_active string
        • portal_background string
        • portal_sidebar_account_title string
        • portal_sidebar_account_email string
        • portal_sidebar_divider string
        • portal_dashboard_bg_one string
        • portal_dashboard_bg_two string
        • portal_sidebar_collapse_button string
        • portal_sidebar_collapse_button_hover string
        • portal_sidebar_user_select_background string
        • portal_sidebar_user_select_hover string
        • portal_sidebar_user_select_text string
        • portal_sidebar_user_select_text_hover string
        • portal_sidebar_user_select_border string
        • portal_sidebar_user_select_border_hover string
      • is_subscribed boolean
      • addon_subscriptions string
      • keep_deleted_files_for integer
      • tax number
      • month_end integer
      • statement_frequency string
      • billing object
        Hide billing attributes Show billing attributes object
        • invoice_address_1 string
        • invoice_address_2 string
        • invoice_town_city string
        • invoice_county string
        • invoice_postcode string
        • invoice_country string
        • invoice_email string
      • task_board_template string
      • ip_whitelist array[string]
      • welcome_paragraph_html string
      • email_welcome_paragraph_html string
      • show_fact_find_illustrations boolean
      • cc_email_addresses array[string]
      • bcc_email_addresses array[string]
      • reply_to_email_address string
    • primary_phone_number object

      Primary phone number

      Hide primary_phone_number attributes Show primary_phone_number attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • name string
      • value string
      • phone_number_meta object
        Hide phone_number_meta attributes Show phone_number_meta attributes object
        • country string
        • formatted string
      • accounts string
    • primary_email object

      Primary email

      Hide primary_email attributes Show primary_email attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • name string
      • value string
      • phone_number_meta object
        Hide phone_number_meta attributes Show phone_number_meta attributes object
        • country string
        • formatted string
      • accounts string
    • current_time_entry object

      Current time entry

      Hide current_time_entry attributes Show current_time_entry attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • description string
      • trackable_type string
      • trackable string
      • start_date string
      • end_date string
      • is_active boolean
      • total_time_in_minutes integer
      • computed_time_elapsed_in_seconds integer
      • account string
    • assigned_adviser object

      Assigned adviser

      Hide assigned_adviser attributes Show assigned_adviser 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
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • circles string
      • ownership_percentage integer
      • inactive_at string
      • custom_fields string
      • external_references string
    • assigned_administrator object

      Assigned administrator

      Hide assigned_administrator attributes Show assigned_administrator 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
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • circles string
      • ownership_percentage integer
      • inactive_at string
      • custom_fields string
      • external_references string
    • assigned_paraplanner object

      Assigned paraplanner

      Hide assigned_paraplanner attributes Show assigned_paraplanner 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
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • circles string
      • ownership_percentage integer
      • inactive_at string
      • custom_fields string
      • external_references string
    • introduced_by object

      Introduced by

      Hide introduced_by attributes Show introduced_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
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • circles string
      • ownership_percentage integer
      • inactive_at string
      • custom_fields string
      • external_references string
    • groups array[object]

      Groups

      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
    • tags array[object]

      Tags

      Hide tags attributes Show tags attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • slug string
      • colour string
    • owners array[object]

      Accounts that own this account

      Hide owners attributes Show owners 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
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • circles string
      • ownership_percentage integer
      • inactive_at string
      • custom_fields string
      • external_references string
    • first_contact_date string

      First contact date

    • next_review_date string

      Next review date

    • previous_review_date string

      Previous review date

    • anniversary_review_date string

      Anniversary review date

    • with_login boolean

      Denotes whether the account has a login to Plannr

    • has_joint_account boolean

      Denotes whether this account belongs to a joint account too

    • can_be_deleted string

      Denotes if the account can be deleted

    • joint_account_circle object

      This field is only present when viewing a joint account directly. This will contain the circle that we automatically created when we released circles.

      Hide joint_account_circle attributes Show joint_account_circle attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • photo_url string
      • bg_colour string
      • accounts string
      • groups string
      • joint_account_uuid string
      • login_access_level string
      • external_references string
    • circles array[object]

      The circles the account belongs to

      Hide circles attributes Show circles attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • photo_url string
      • bg_colour string
      • accounts string
      • groups string
      • joint_account_uuid string
      • login_access_level string
      • external_references string
    • ownership_percentage integer

      Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

    • inactive_at string

      Inactive from date

    • custom_fields array[object]

      Any custom fields on the model.

      Hide custom_fields attributes Show custom_fields attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • name string
      • reference string
      • is_required boolean
      • value string
      • selection_options array[string]
      • help_text string
    • 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/client 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/client' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"title":"Mr","first_name":"Gareth","middle_name":"Alex","last_name":"Thompson","maiden_name":"Thompson","email":"gareth@codepotato.co.uk","phone":"443330509960","assigned_adviser_uuid":"57082979-f4fa-4a44-967b-2b66cb467158","assigned_administrator_uuid":"5a62f323-d750-42ed-81c9-a7c228d9730f","assigned_paraplanner_uuid":"b4c95d54-6f14-4914-8a9c-b76b1a612b9a","introduced_by_uuid":"b4dbfcfc-259b-448a-a603-4d1a16634b40","send_welcome_email":true,"date_of_birth":"1975-12-16","gender":"male","ni_number":"AB 12 34 56 C","nickname":"G","target_retirement_age":60,"pronouns":"he/him","smoker_status":"smoker","residential_status":"homeowner","country_of_residence":"United Kingdom","marital_status":"single","is_vulnerable":"yes","is_prospect":false,"prospect_converted_at":"2025-12-16T17:00:06+00:00","value":500000,"is_uk_resident":true,"is_uk_domicile":true,"expected_retirement_age":60,"state_retirement_age":60,"nationalities":["British","Romanian"],"vulnerability_details":"No vulnerabilities","third_party_offered":true,"procedure_adaptation":true,"adaption_details_notes":true,"client_preferences":"Prefers telephone calls in the morning.","current_state_of_health":"Fit and healthy","state_of_health_explanation":"Explanation of the current state of health.","cigarettes_daily":6,"smoker_since":"2015-12-16","long_term_care_needed":false,"long_term_care_notes":"Notes on the client's long term care.","has_will":false,"will_notes":"Notes on the client's will.","will_last_reviewed":"2025-12-15","has_power_of_attorney":true,"power_of_attorney_notes":"Notes on the client's power of attorney.","first_contact_date":"2025-11-16","units_of_alcohol_weekly":28,"height":186,"weight":220,"health_notes":"Notes on the client's health.","has_iht_planning":true,"iht_planning_notes":"Notes on the client's Inheritance Tax (IHT) planning.","has_gifted_family":true,"gift_notes":"Notes on the gifts.","is_anticipating_inheritance":true,"anticipating_inheritance_notes":"Notes on the client's inheritance anticipation/ expectations.","next_review_date":"2026-01-16","previous_review_date":"2025-11-16","anniversary_review_date":"2025-12-16","is_will_accurate":true,"will_executors":"string","will_location":"string","will_bequests_detail":"string","is_poa_registered_epa_or_lpa":"epa","are_poa_appointed_for_health_or_wealth":"health","poa_attorney_appointed_at":"2025-12-16","will_poa_details":"string","are_poa_documents_registered":true,"will_gifts_details":"string","groups":["3e7ac516-cf58-4eae-8681-8fcfeba5d8e7","51ad37c2-827a-4255-b481-4aff8c19d9b1","9bdc39d6-6eb3-49ac-b1f1-3d2b197e820b"],"is_in_receipt_of_your_state_pension":true,"has_obtained_a_forecast":true,"date_of_forecast":"2025-12-16","projected_state_pension":50000,"years_of_national_insurance_contributions":5,"pension_notes":"string","status_uuid":"cc7ef94b-3fa0-474b-a3cb-32ea07d20114","date_of_marriage":"2025-12-16","is_deceased":false,"deceased_at":"2025-12-16","is_married_to_partner":true,"checked_sanctions_at":"2025-12-16","lead_source":"LeadGen Company","write_to_whom":"Gareth","passport_number":"123456","do_not_contact_via_fax":false,"do_not_contact_via_mail":false,"do_not_contact_via_sms":false,"do_not_contact_via_email":false,"do_not_contact_via_telephone":false,"do_not_visit":false,"do_not_market":false,"client_regulatory_classification":"retail_client","external_reference":{"third_party":"adviser_office","reference":"AB123456"}}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "title": "Mr",
  "first_name": "Gareth",
  "middle_name": "Alex",
  "last_name": "Thompson",
  "maiden_name": "Thompson",
  "email": "gareth@codepotato.co.uk",
  "phone": "443330509960",
  "assigned_adviser_uuid": "57082979-f4fa-4a44-967b-2b66cb467158",
  "assigned_administrator_uuid": "5a62f323-d750-42ed-81c9-a7c228d9730f",
  "assigned_paraplanner_uuid": "b4c95d54-6f14-4914-8a9c-b76b1a612b9a",
  "introduced_by_uuid": "b4dbfcfc-259b-448a-a603-4d1a16634b40",
  "send_welcome_email": true,
  "date_of_birth": "1975-12-16",
  "gender": "male",
  "ni_number": "AB 12 34 56 C",
  "nickname": "G",
  "target_retirement_age": 60,
  "pronouns": "he/him",
  "smoker_status": "smoker",
  "residential_status": "homeowner",
  "country_of_residence": "United Kingdom",
  "marital_status": "single",
  "is_vulnerable": "yes",
  "is_prospect": false,
  "prospect_converted_at": "2025-12-16T17:00:06+00:00",
  "value": 500000,
  "is_uk_resident": true,
  "is_uk_domicile": true,
  "expected_retirement_age": 60,
  "state_retirement_age": 60,
  "nationalities": [
    "British",
    "Romanian"
  ],
  "vulnerability_details": "No vulnerabilities",
  "third_party_offered": true,
  "procedure_adaptation": true,
  "adaption_details_notes": true,
  "client_preferences": "Prefers telephone calls in the morning.",
  "current_state_of_health": "Fit and healthy",
  "state_of_health_explanation": "Explanation of the current state of health.",
  "cigarettes_daily": 6,
  "smoker_since": "2015-12-16",
  "long_term_care_needed": false,
  "long_term_care_notes": "Notes on the client's long term care.",
  "has_will": false,
  "will_notes": "Notes on the client's will.",
  "will_last_reviewed": "2025-12-15",
  "has_power_of_attorney": true,
  "power_of_attorney_notes": "Notes on the client's power of attorney.",
  "first_contact_date": "2025-11-16",
  "units_of_alcohol_weekly": 28,
  "height": 186,
  "weight": 220,
  "health_notes": "Notes on the client's health.",
  "has_iht_planning": true,
  "iht_planning_notes": "Notes on the client's Inheritance Tax (IHT) planning.",
  "has_gifted_family": true,
  "gift_notes": "Notes on the gifts.",
  "is_anticipating_inheritance": true,
  "anticipating_inheritance_notes": "Notes on the client's inheritance anticipation/ expectations.",
  "next_review_date": "2026-01-16",
  "previous_review_date": "2025-11-16",
  "anniversary_review_date": "2025-12-16",
  "is_will_accurate": true,
  "will_executors": "string",
  "will_location": "string",
  "will_bequests_detail": "string",
  "is_poa_registered_epa_or_lpa": "epa",
  "are_poa_appointed_for_health_or_wealth": "health",
  "poa_attorney_appointed_at": "2025-12-16",
  "will_poa_details": "string",
  "are_poa_documents_registered": true,
  "will_gifts_details": "string",
  "groups": [
    "3e7ac516-cf58-4eae-8681-8fcfeba5d8e7",
    "51ad37c2-827a-4255-b481-4aff8c19d9b1",
    "9bdc39d6-6eb3-49ac-b1f1-3d2b197e820b"
  ],
  "is_in_receipt_of_your_state_pension": true,
  "has_obtained_a_forecast": true,
  "date_of_forecast": "2025-12-16",
  "projected_state_pension": 50000,
  "years_of_national_insurance_contributions": 5,
  "pension_notes": "string",
  "status_uuid": "cc7ef94b-3fa0-474b-a3cb-32ea07d20114",
  "date_of_marriage": "2025-12-16",
  "is_deceased": false,
  "deceased_at": "2025-12-16",
  "is_married_to_partner": true,
  "checked_sanctions_at": "2025-12-16",
  "lead_source": "LeadGen Company",
  "write_to_whom": "Gareth",
  "passport_number": "123456",
  "do_not_contact_via_fax": false,
  "do_not_contact_via_mail": false,
  "do_not_contact_via_sms": false,
  "do_not_contact_via_email": false,
  "do_not_contact_via_telephone": false,
  "do_not_visit": false,
  "do_not_market": false,
  "client_regulatory_classification": "retail_client",
  "external_reference": {
    "third_party": "adviser_office",
    "reference": "AB123456"
  }
}
Response examples (200) 
{
  "firm": {
    "tax": 17.5,
    "logo": "https://api.plannrcrm.com/images/plannr.jpg",
    "name": "Codepotato",
    "slug": "codepotato",
    "uuid": "5a7219d5-1505-45ed-af1b-d23fe31c1233",
    "county": "Hampshire",
    "billing": {
      "invoice_email": "gareth@codepotato.co.uk",
      "invoice_county": "Hampshire",
      "invoice_country": "United Kingdom",
      "invoice_postcode": "PO7 7YH",
      "invoice_address_1": "Suite E, 5 The Briars",
      "invoice_address_2": "Waterberry Drive",
      "invoice_town_city": "Waterlooville"
    },
    "country": "United Kingdom",
    "postcode": "PO7 7YH",
    "address_1": "Suite E, 5 The Briars",
    "address_2": "Waterberry Drive",
    "logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
    "month_end": 25,
    "town_city": "Waterlooville",
    "created_at": "2025-12-16T17:00:06+00:00",
    "updated_at": "2025-12-16T17:00:06+00:00",
    "ip_whitelist": [
      "192.168.0.1",
      "127.0.0.1"
    ],
    "brand_colours": {
      "sidebar_text": "#FFFFFF",
      "sidebar_hover": "#0A0A42",
      "email_sub_text": "#FFFFFF",
      "sidebar_accent": "#36367E",
      "sidebar_active": "#53DBB8",
      "email_background": "#0E0E56",
      "email_button_text": "#FFFFFF",
      "portal_background": "#F6F6F6",
      "portal_brand_title": "#323B4B",
      "sidebar_background": "#0E0E56",
      "portal_sidebar_icon": "#828994",
      "portal_sidebar_text": "#323B4B",
      "portal_sidebar_title": "#11151D",
      "sidebar_title_primary": "#FFC634",
      "portal_brand_sub_title": "#828994",
      "portal_sidebar_divider": "#E3E5E9",
      "email_button_background": "#36367E",
      "portal_dashboard_bg_one": "#EF4583",
      "portal_dashboard_bg_two": "#FFC634",
      "sidebar_title_secondary": "#FFFFFF",
      "sidebar_title_background": "#36367E",
      "portal_sidebar_icon_hover": "#828994",
      "portal_sidebar_text_hover": "#323B4B",
      "portal_sidebar_icon_active": "#828994",
      "portal_sidebar_text_active": "#323B4B",
      "email_logo_background_panel": "#36367E",
      "portal_sidebar_button_hover": "#FFFFFF",
      "portal_sidebar_account_email": "#828994",
      "portal_sidebar_account_title": "#11151D",
      "portal_sidebar_button_active": "#FFFFFF",
      "sidebar_title_secondary_hover": "#FFFFFF",
      "portal_sidebar_collapse_button": "#828994",
      "portal_sidebar_user_select_text": "#323B4B",
      "portal_sidebar_button_background": "#F6F6F6",
      "portal_sidebar_user_select_hover": "#F6F6F6",
      "portal_sidebar_user_select_border": "#EEEEEE",
      "portal_sidebar_collapse_button_hover": "#B3B9C4",
      "portal_sidebar_user_select_background": "#F6F6F6",
      "portal_sidebar_user_select_text_hover": "#323B4B",
      "portal_sidebar_user_select_border_hover": "#828994"
    },
    "is_subscribed": true,
    "regulatory_text": "Regulatory text",
    "cc_email_addresses": [
      "jack@example.com",
      "jill@example.com"
    ],
    "addon_subscriptions": "App\\Http\\Resources\\Addons\\AddonSubscriptionResource",
    "bcc_email_addresses": [
      "jack@example.com",
      "jill@example.com"
    ],
    "statement_frequency": "monthly",
    "task_board_template": "App\\Http\\Resources\\Board\\BoardResource",
    "keep_deleted_files_for": 30,
    "reply_to_email_address": "jack@example.com",
    "welcome_paragraph_html": "<h1>Welcome.</h1>",
    "email_welcome_paragraph_html": "Welcome to Plannr!",
    "show_fact_find_illustrations": true
  },
  "name": "Gareth Thompson",
  "role": "client",
  "tags": [
    {
      "name": "Mortgage",
      "slug": "mortgage",
      "uuid": "8e685528-82d8-4b8e-88fd-d389ddd74194",
      "colour": "#ef4582",
      "created_at": "2025-12-16T17:00:06+00:00",
      "updated_at": "2025-12-16T17:00:06+00:00"
    }
  ],
  "type": "client",
  "uuid": "cb94d191-2244-48c9-b841-2e6d7e69bc4c",
  "email": "gareth@codepotato.co.uk",
  "groups": [
    {
      "name": "finance",
      "slug": "finance",
      "uuid": "92867966-7fa1-4f0a-b0d4-29cae871e14d",
      "created_at": "2025-12-16T17:00:06+00:00",
      "updated_at": "2025-12-16T17:00:06+00:00",
      "participants": {
        "name": {
          "example": "Gareth Thompson",
          "description": "Name of the account"
        },
        "role": {
          "example": "client",
          "description": "Role of the account"
        },
        "uuid": {
          "example": "92caf22e-c323-46b8-a12f-51d67d1f1a80",
          "description": "UUID of the account"
        },
        "email": {
          "example": "gareth@codepotato.co.uk",
          "description": "Email of the account"
        },
        "last_name": {
          "example": "Thompson",
          "description": "Last name of the account"
        },
        "first_name": {
          "example": "Gareth",
          "description": "First name of the account"
        }
      },
      "participants_count": "3"
    }
  ],
  "owners": [
    {
      "firm": "App\\Http\\Resources\\FirmResource",
      "name": "Gareth Thompson",
      "role": "client",
      "tags": "App\\Http\\Resources\\TagResource",
      "type": "client",
      "uuid": "5406f37f-757c-4db2-ae69-defaa08517de",
      "email": "gareth@codepotato.co.uk",
      "groups": "App\\Http\\Resources\\GroupResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "circles": "App\\Http\\Resources\\CircleResource",
      "last_name": "Thompson",
      "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
      "created_at": "2025-12-16T17:00:06+00:00",
      "first_name": "Gareth",
      "updated_at": "2025-12-16T17:00:06+00:00",
      "with_login": true,
      "inactive_at": "2025-12-16",
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "introduced_by": "App\\Http\\Resources\\AccountResource",
      "primary_email": "App\\Http\\Resources\\ContactDetailResource",
      "can_be_deleted": "false",
      "assigned_adviser": "App\\Http\\Resources\\AccountResource",
      "next_review_date": "2025-12-16T17:00:06+00:00",
      "has_joint_account": true,
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "first_contact_date": "2025-12-16T17:00:06+00:00",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "joint_account_circle": "App\\Http\\Resources\\CircleResource",
      "ownership_percentage": 100,
      "previous_review_date": "2025-12-16T17:00:06+00:00",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "anniversary_review_date": "2025-12-16T17:00:06+00:00"
    }
  ],
  "circles": [
    {
      "name": "Jones Family",
      "uuid": "360fe7eb-9b8d-429f-99d8-3bae730eb5eb",
      "groups": "App\\Http\\Resources\\GroupResource",
      "accounts": "App\\Http\\Resources\\AccountResource",
      "bg_colour": "#35f4e1",
      "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
      "created_at": "2025-12-16T17:00:06+00:00",
      "updated_at": "2025-12-16T17:00:06+00:00",
      "joint_account_uuid": "efc930bf-0537-4499-8af5-c53a2e0cd047",
      "login_access_level": "write",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    }
  ],
  "last_name": "Thompson",
  "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
  "created_at": "2025-12-16T17:00:06+00:00",
  "first_name": "Gareth",
  "updated_at": "2025-12-16T17:00:06+00:00",
  "with_login": true,
  "inactive_at": "2025-12-16",
  "custom_fields": [
    {
      "name": "Favourite Drink",
      "type": "string",
      "uuid": "4875e49f-86c1-407a-b003-d59b480b0be2",
      "value": "Coffee",
      "help_text": "This is the client's favourite drink.",
      "reference": "favourite_drink",
      "created_at": "2025-12-16T17:00:06+00:00",
      "updated_at": "2025-12-16T17:00:06+00:00",
      "is_required": false,
      "selection_options": [
        "Coffee",
        "Tea",
        "Water"
      ]
    }
  ],
  "introduced_by": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "08f42b6b-7adc-4271-92b6-82dcdcc9dd9a",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "circles": "App\\Http\\Resources\\CircleResource",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
    "created_at": "2025-12-16T17:00:06+00:00",
    "first_name": "Gareth",
    "updated_at": "2025-12-16T17:00:06+00:00",
    "with_login": true,
    "inactive_at": "2025-12-16",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-12-16T17:00:06+00:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-12-16T17:00:06+00:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-12-16T17:00:06+00:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-12-16T17:00:06+00:00"
  },
  "primary_email": {
    "name": "Work number",
    "type": "phone_number",
    "uuid": "591987ab-35ba-4207-b4f2-a49ffbb46f50",
    "value": "+443330903630",
    "accounts": "App\\Http\\Resources\\AccountResource",
    "created_at": "2025-12-16T17:00:06+00:00",
    "updated_at": "2025-12-16T17:00:06+00:00",
    "phone_number_meta": {
      "country": "GB",
      "formatted": "0333 090 3630"
    }
  },
  "can_be_deleted": "false",
  "assigned_adviser": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "4da1dd5b-1274-4d2e-80cd-1fecd14cbc18",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "circles": "App\\Http\\Resources\\CircleResource",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
    "created_at": "2025-12-16T17:00:06+00:00",
    "first_name": "Gareth",
    "updated_at": "2025-12-16T17:00:06+00:00",
    "with_login": true,
    "inactive_at": "2025-12-16",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-12-16T17:00:06+00:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-12-16T17:00:06+00:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-12-16T17:00:06+00:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-12-16T17:00:06+00:00"
  },
  "next_review_date": "2025-12-16T17:00:06+00:00",
  "has_joint_account": true,
  "current_time_entry": {
    "name": "Research",
    "uuid": "c605803c-028e-4fdd-a9f3-83d1f81303e2",
    "account": "App\\Http\\Resources\\MinimalAccountResource",
    "end_date": "2025-12-16T16:38:06+00:00",
    "is_active": true,
    "trackable": "App\\Http\\Resources\\MinimalAccountResource",
    "created_at": "2025-12-16T17:00:06+00:00",
    "start_date": "2025-12-16T16:10:06+00:00",
    "updated_at": "2025-12-16T17:00:06+00:00",
    "description": "This is a description.",
    "trackable_type": "Client",
    "total_time_in_minutes": 28,
    "computed_time_elapsed_in_seconds": 1680
  },
  "first_contact_date": "2025-12-16T17:00:06+00:00",
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    {
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      "reference": "AB123456",
      "created_at": "2025-12-16T17:00:06+00:00",
      "updated_at": "2025-12-16T17:00:06+00:00",
      "third_party": "nucleus"
    }
  ],
  "assigned_paraplanner": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "a7997015-1c6c-445b-a080-b7fe138af3d3",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "circles": "App\\Http\\Resources\\CircleResource",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
    "created_at": "2025-12-16T17:00:06+00:00",
    "first_name": "Gareth",
    "updated_at": "2025-12-16T17:00:06+00:00",
    "with_login": true,
    "inactive_at": "2025-12-16",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-12-16T17:00:06+00:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-12-16T17:00:06+00:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-12-16T17:00:06+00:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-12-16T17:00:06+00:00"
  },
  "joint_account_circle": {
    "name": "Jones Family",
    "uuid": "9e96010a-7a47-4fdb-8ba6-3d7f4549e16c",
    "groups": "App\\Http\\Resources\\GroupResource",
    "accounts": "App\\Http\\Resources\\AccountResource",
    "bg_colour": "#35f4e1",
    "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
    "created_at": "2025-12-16T17:00:06+00:00",
    "updated_at": "2025-12-16T17:00:06+00:00",
    "joint_account_uuid": "a8c4129b-3557-42d9-9204-ffa3a6baa166",
    "login_access_level": "write",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
  },
  "ownership_percentage": 100,
  "previous_review_date": "2025-12-16T17:00:06+00:00",
  "primary_phone_number": {
    "name": "Work number",
    "type": "phone_number",
    "uuid": "0cbc61e8-f61c-4bed-a6c5-da7b834fc1a2",
    "value": "+443330903630",
    "accounts": "App\\Http\\Resources\\AccountResource",
    "created_at": "2025-12-16T17:00:06+00:00",
    "updated_at": "2025-12-16T17:00:06+00:00",
    "phone_number_meta": {
      "country": "GB",
      "formatted": "0333 090 3630"
    }
  },
  "assigned_administrator": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
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    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "circles": "App\\Http\\Resources\\CircleResource",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
    "created_at": "2025-12-16T17:00:06+00:00",
    "first_name": "Gareth",
    "updated_at": "2025-12-16T17:00:06+00:00",
    "with_login": true,
    "inactive_at": "2025-12-16",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-12-16T17:00:06+00:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-12-16T17:00:06+00:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-12-16T17:00:06+00:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-12-16T17:00:06+00:00"
  },
  "anniversary_review_date": "2025-12-16T17:00:06+00:00"
}