Create or Update an Expenditure Run in API Explorer

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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/client/{client_uuid}/expenditure/{lifeStage_uuid}/{lifeStageField_uuid}
Personal access token & O auth2

This endpoint creates an individual expenditure for a client.

Path parameters

  • client_uuid string Required

    The uuid of the client.

  • lifeStage_uuid string Required

    The uuid of the parent Life Stage.

  • lifeStageField_uuid string Required

    The uuid of the parent Life Stage Field.

application/json

Body

  • amount integer Required

    The amount of the expenditure in pennies.

  • life_stage_section_uuid string(uuid)

    The life stage section UUID.

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • uuid string

      UUID of the Expenditure

    • 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 name of the Expenditure.

    • section string

      The Life Stage Section of the Expenditure.

    • amount object

      The amount of the Expenditure.

      Hide amount attributes Show amount attributes object
      • amount object
        Hide amount attributes Show amount attributes object
        • example string
        • description string
      • formatted object
        Hide formatted attributes Show formatted attributes object
        • example string
        • description string
      • currency object
        Hide currency attributes Show currency attributes object
        • example string
        • description string
    • position string

      The position/order of the Expenditure in any listing.

    • life_stage_uuid string

      UUID of the Life Stage

    • life_stage_section_uuid string

      UUID of the parent Life Stage Section

    • life_stage_field_uuid string

      UUID of the parent Life Stage Field

    • accounts string

      The accounts associated with this expenditure. Only present when loaded.
POST /api/v1/client/{client_uuid}/expenditure/{lifeStage_uuid}/{lifeStageField_uuid} 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/client/f6aa1670-dcf0-484e-a0c5-08590fe89a84/expenditure/dcf0-484e-a0c5-08590fe89a84-f6aa1670/dcf0-484e-a0c5-08590fe89a84-f6aa1670' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{"amount":50000,"life_stage_section_uuid":"36f8428d-5019-4cbc-9eec-252f55dec6d4"}'
Request examples 
{
  "amount": 50000,
  "life_stage_section_uuid": "36f8428d-5019-4cbc-9eec-252f55dec6d4"
}
Response examples (200) 
{
  "uuid": "b46b85ca-243d-4090-8408-01e2371f2233",
  "created_at": "2026-06-29T09:35:40+01:00",
  "updated_at": "2026-06-29T09:35:40+01:00",
  "name": "Electricity",
  "section": "Housekeeping Expenses",
  "amount": {
    "amount": {
      "example": "4000",
      "description": "Money amount at their lowest denominator (for example: pennies)"
    },
    "formatted": {
      "example": "£40.00",
      "description": "Money amount formatted with currency"
    },
    "currency": {
      "example": "GBP",
      "description": "Currency of the money"
    }
  },
  "position": "1",
  "life_stage_uuid": "606eea4f-df84-4fdb-ae7b-d163123d0aa7",
  "life_stage_section_uuid": "17293750-de70-4a76-bf45-8dd5a6c86765",
  "life_stage_field_uuid": "2b9521a7-b477-4161-86b3-8762eee9d0f5",
  "accounts": "[]"
}