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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"
  }
}
Close
POST /api/v1/document
Personal access token & O auth2

Headers

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

Body

  • name string Required

    The name of the document.

  • client_uuids array[string(uuid)] Required

    An array containing the client uuids that should be sent the document when it is built.

  • template_uuid string(uuid)

    The UUID of the document template you want to be used with this document. You must not provide the sfdt or docx fields when creating from a template.

  • known_dependants object

    Optional: The document variable dependants. Used to swap variables out for real data.

    Additional properties are allowed.

Responses

  • 201 application/json
    Hide response attributes Show response attributes object
    • uuid string
    • created_at string
    • updated_at string
    • version integer
    • name string
    • status string
    • last_publishing_error string
    • required_dependants object
      Hide required_dependants attribute Show required_dependants attribute object
      • client-1 string
    • known_dependants object
      Hide known_dependants attribute Show known_dependants attribute object
      • client-1 string
    • public_docx_url string
    • public_sfdt_url string
    • public_pdf_url string
    • public_preview_url string
POST /api/v1/document 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/document' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"name":"Client Service Agreement","client_uuids":["a7c0a3e2-a29c-4eec-aa43-c466fe1b3823","0a610bc8-66c4-4fa1-abd9-919c501ae130","84404991-3e6a-420b-a976-9882bf14af2a"],"template_uuid":"ac0fb6ea-2236-40da-b135-5cc91a2b1461","known_dependants":{"client-1":"63f5d252-e094-4e1c-8f26-f1f7961ba447"}}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "name": "Client Service Agreement",
  "client_uuids": [
    "a7c0a3e2-a29c-4eec-aa43-c466fe1b3823",
    "0a610bc8-66c4-4fa1-abd9-919c501ae130",
    "84404991-3e6a-420b-a976-9882bf14af2a"
  ],
  "template_uuid": "ac0fb6ea-2236-40da-b135-5cc91a2b1461",
  "known_dependants": {
    "client-1": "63f5d252-e094-4e1c-8f26-f1f7961ba447"
  }
}
Response examples (201) 
[
  {
    "uuid": "3f63fb36-5fa8-4fe8-9969-6cee1577408b",
    "created_at": "2026-07-17T15:25:29+01:00",
    "updated_at": "2026-07-17T15:25:29+01:00",
    "version": 3,
    "name": "Welcome Template",
    "status": "published",
    "last_publishing_error": "There was an error converting this file to PDF. Please try again later.",
    "required_dependants": {
      "client-1": "client"
    },
    "known_dependants": {
      "client-1": "ece4f889-5da0-483a-be12-775eb176a32d"
    },
    "public_docx_url": "https://api.plannrcrm.com/document/4ea5f4e9-a7ea-4996-b0cd-54bba56a5641/content/docx?plannr_account_uuid=b2fbf9c6-7c3a-45a6-a1ff-dcf90010c4fc",
    "public_sfdt_url": "https://api.plannrcrm.com/document/57e90f04-ce2a-471e-a86a-a4f72853b0a0/content/sfdt?plannr_account_uuid=ae4ea6d7-2830-4647-91e6-b10a12b1e4fd",
    "public_pdf_url": "https://api.plannrcrm.com/document/f9c53f2b-9ffb-4e97-a6a4-f8dcc2ae54ed/content/pdf?plannr_account_uuid=d7df2aca-f064-4072-8b53-9659998b8b1c",
    "public_preview_url": "https://api.plannrcrm.com/document/92c35291-06dc-41aa-8895-88699af0c734/content/preview?plannr_account_uuid=41d9eaf2-78c2-4304-a9f6-e857da0a99ab"
  }
]