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

Headers

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

Body

  • participant_uuids array[string(uuid)] Required

    Participants who will be viewing and signing the documents. Must be given in the order you would like the participants to view the documents.

  • document_template_uuids array[string(uuid)] Required

    Array document template UUIDs to be added as adhoc documents of the document signing process. Required without document_pack.

  • document_template_dependants object

    Array variable dependant models that are needed for variable replacing across all documents that are provided.

    Additional properties are allowed.

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 integer

      Transaction ID on Alphatrust

    • status string

      Current status of the document signing process.

    • participants array[object]

      Participants of the document signing process.

      Hide participants attributes Show participants attributes object
      • uuid string
      • created_at string
      • updated_at string
      • alphatrust_id integer
      • name string
      • status string
    • documents array[object]

      Documents of the document signing process.

      Hide documents attributes Show documents attributes object
      • uuid string
      • created_at string
      • updated_at string
      • alphatrust_id integer
      • name string
      • status string
    • launched_by object

      Account that launched the document signing process.

      Hide launched_by attributes Show launched_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
POST /api/v1/document-signing 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/document-signing' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"participant_uuids":["1aecf35e-0e29-4014-8e34-f0904152fd4e","afdc47b1-871e-4cc2-aa50-0772782d8ec8","77f57f3d-8bf2-4cba-854e-bdfdba00aa0c"],"document_template_uuids":["57cec6df-d57b-4d06-a138-668a6a516bcb","5637c003-64e8-4d1b-a3a0-732f45ac8197","8a66a64b-6005-4655-a40d-9a07b1494a16"],"document_template_dependants":{"client-1":"2735cc86-0cc7-4c7c-a219-923b6d82be16","client-2":"5d216d44-8de0-49f4-9bc4-500fdbc0b153"}}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "participant_uuids": [
    "1aecf35e-0e29-4014-8e34-f0904152fd4e",
    "afdc47b1-871e-4cc2-aa50-0772782d8ec8",
    "77f57f3d-8bf2-4cba-854e-bdfdba00aa0c"
  ],
  "document_template_uuids": [
    "57cec6df-d57b-4d06-a138-668a6a516bcb",
    "5637c003-64e8-4d1b-a3a0-732f45ac8197",
    "8a66a64b-6005-4655-a40d-9a07b1494a16"
  ],
  "document_template_dependants": {
    "client-1": "2735cc86-0cc7-4c7c-a219-923b6d82be16",
    "client-2": "5d216d44-8de0-49f4-9bc4-500fdbc0b153"
  }
}
Response examples (200) 
{
  "uuid": "ad687c90-99bc-4122-94a8-6c8ab1602fd5",
  "created_at": "2026-06-29T13:21:56+01:00",
  "updated_at": "2026-06-29T13:21:56+01:00",
  "name": 1000243230,
  "status": "pending",
  "participants": [
    {
      "uuid": "b1eef7eb-6eb2-41bc-9735-7d191fe37c67",
      "created_at": "2026-06-29T13:21:56+01:00",
      "updated_at": "2026-06-29T13:21:56+01:00",
      "alphatrust_id": 1000145124,
      "name": "Gareth Thompson",
      "status": "pending"
    }
  ],
  "documents": [
    {
      "uuid": "a265f626-6521-4ae2-9b99-ff456f61e738",
      "created_at": "2026-06-29T13:21:56+01:00",
      "updated_at": "2026-06-29T13:21:56+01:00",
      "alphatrust_id": 1000455612,
      "name": "Welcome Pack",
      "status": "pending"
    }
  ],
  "launched_by": {
    "uuid": "f763a327-9070-4b3f-95a6-175e339ff30c",
    "created_at": "2026-06-29T13:21:56+01:00",
    "updated_at": "2026-06-29T13:21:56+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": "2026-06-29T13:21:56+01:00",
    "next_review_date": "2026-06-29T13:21:56+01:00",
    "previous_review_date": "2026-06-29T13:21:56+01:00",
    "anniversary_review_date": "2026-06-29T13:21:56+01:00",
    "terms_of_business_at": "2026-06-29T13:21:56+01:00",
    "client_agreement_at": "2026-06-29T13:21:56+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": "2026-06-29",
    "last_interaction_at": "2026-06-29 13:21:56",
    "referral_code": "ABC12345",
    "permissions": {
      "firm:read": [
        "firm"
      ],
      "network:read": [
        "network:uuid"
      ]
    },
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
  }
}