Finish the fact-find request 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"
  }
}
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POST /api/v1/fact-find/request/{factFindRequest_uuid}/finish
Personal access token & O auth2

Will mark the fact-find request as completed overall regardless of fact-find pass progress.

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • factFindRequest_uuid string Required

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • uuid string
    • created_at string
    • updated_at string
    • status string
    • completed_at string
    • invitation_text string
    • schema object
      Hide schema attributes Show schema attributes object
      • uuid string
      • created_at string
      • updated_at string
      • archived_at string
      • is_archived boolean
      • name string
      • introduction_html string
      • sections_count integer
      • public_url string
    • latest_file object
      Hide latest_file attributes Show latest_file attributes object
      • uuid string
      • created_at string
      • original_created_at string
      • updated_at string
      • uploaded_at string
      • status string
      • filename string
      • name string
      • extension string
      • type string
      • size string
      • path string
      • last_modified string
      • progress string
      • download_url string
      • folder_name string
      • folder object
        Hide folder attributes Show folder attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • name

          Folder name

        • slug

          Slug of the folder name

        • path

          Folder path

        • clients_read

          Denotes whether clients can access this folder and files

        • clients_write

          Denotes whether clients can upload files to this folder

        • show_client_permissions

          Denotes whether the option to change client permissions is enabled which depends on the firm show pseudo folders in client portal setting

        • is_system_folder

          Denotes if this folder is a system folder

        • is_pseudo_folder

          Denotes if this folder is a pseudo folder

        • is_root_folder

          Denotes if this folder is a root folder of a documentable item

        • documentable_type

          The documentable type such as account/plan/case/etc the file was uploaded to

        • documentable_uuid

          The UUID of the documentable resource

        • documentable

          The documentable the file was uploaded to

        • participants_count

          Number of accounts this folder has been directly shared with

        • folders_count

          Number of subfolders within the folder

        • files_count

          Number of files stored in the folder

        • depth

          How many levels deep there are to this folder hierarchy structure

        • owned

          Is true if the authenticated account in the request has created this folder

      • documentable_type string
      • documentable string
      • navigator object
        Hide navigator attributes Show navigator attributes object
        • model_type string
        • model_uuid string
      • firm object
        Hide firm attributes Show firm attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • name

          Name of the firm

        • slug

          Slug of the firm

        • address_1

          First line of the address

        • address_2

          Second line of the address

        • town_city

          Town/City

        • county

          County

        • postcode

          Postcode

        • country

          Country

        • regulatory_text

          Regulatory text of the firm.

        • logo_icon

          URL of your firm logo icon.

        • brand_colours

          Firm branding colours.

        • is_subscribed

          Subscription status.

        • keep_deleted_files_for

          Number of days to keep deleted files for

        • tax

          Tax percent

        • month_end

          Date of the month for the monthly income reconciliation statements to end

        • statement_frequency

          The frequency of the income reconciliation statements

        • billing

          Firm invoice details for billing

        • ip_whitelist

          A list of IP Addresses a firm is allowed to log in from.

        • welcome_paragraph_html

          Custom welcome paragraph html for the branded auth welcome page

        • email_welcome_paragraph_html

          Custom welcome paragraph for the welcome/new user email

        • show_fact_find_illustrations

          Determines if the illustrations/graphics are displayed on the fact find.

        • cc_email_addresses

          Array of email cc addresses.

        • bcc_email_addresses

          Array of email bcc addresses.

        • reply_to_email_address

          Firm reply to email address.

        • mobile_app_support_number

          Firm mobile app support number.

        • mobile_app_support_email

          Firm mobile app support email address.

      • account object
        Hide account attributes Show account attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • type

          Account type

        • role

          Account role

        • first_name

          First name

        • last_name

          Last name

        • name

          Name

        • email

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

        • photo_url

          The photo URL of the client

      • tags object
        Hide tags attributes Show tags attributes object
        • uuid

          UUID of the tag

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • name

          The name of the tag

        • slug

          The slug of the tag

        • colour

          The colour of the tag

    • account object
      Hide account attributes Show account 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
      • external_references object
        Hide external_references attributes Show external_references attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • third_party

          The third party provider with the reference.

        • reference

          The third party reference.

    • invitation_url string
    • fact_find_passes object
      Hide fact_find_passes attributes Show fact_find_passes attributes object
      • uuid string
      • created_at string
      • updated_at string
      • firm object
        Hide firm attributes Show firm attributes object
        • uuid string
        • name string
      • account object
        Hide account attributes Show account attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • type

          Account type

        • role

          Account role

        • first_name

          First name

        • last_name

          Last name

        • name

          Name

        • email

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

        • photo_url

          The photo URL of the client

      • circle object
        Hide circle attributes Show circle attributes object
        • uuid string
        • name string
      • expires_at string
      • progress integer
      • is_complete boolean
      • completed_sections integer
POST /api/v1/fact-find/request/{factFindRequest_uuid}/finish 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/fact-find/request/6ff8f7f6-1eb3-3525-be4a-3932c805afed/finish' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "uuid": "7382d436-96de-45ac-b98d-5b445a9525fd",
  "created_at": "2026-07-20T09:57:23+01:00",
  "updated_at": "2026-07-20T09:57:23+01:00",
  "status": "complete",
  "completed_at": "2026-07-15T09:57:23+01:00",
  "invitation_text": "Please complete this fact find!",
  "schema": {
    "uuid": "9fb14536-b17e-4af2-851c-d00cc6f5c230",
    "created_at": "2026-07-20T09:57:23+01:00",
    "updated_at": "2026-07-20T09:57:23+01:00",
    "archived_at": "2026-07-19T09:57:23+01:00",
    "is_archived": false,
    "name": "Default fact find",
    "introduction_html": "Welcome to our fact find! <b>You can use some HTML too.</b>",
    "sections_count": 5,
    "public_url": "https://api.plannrcrm.com/fact-find/ed6d494a-0fa2-4caa-977e-388f36ca891d"
  },
  "latest_file": {
    "uuid": "0b29aad0-d021-4053-b638-7f217eb6b78d",
    "created_at": "2026-07-20T09:57:23+01:00",
    "original_created_at": "2026-07-20T09:57:23+01:00",
    "updated_at": "2026-07-20T09:57:23+01:00",
    "uploaded_at": "2026-07-20T09:57:23+01:00",
    "status": "uploaded",
    "filename": "Welcome to Plannr.pdf",
    "name": "Welcome to Plannr",
    "extension": "pdf",
    "type": "type",
    "size": "21691783",
    "path": "Gareth Thompson/Subfolder/Welcome to Plannr.pdf",
    "last_modified": "2026-07-20T09:57:23+01:00",
    "progress": "100",
    "download_url": "https://api.plannrcrm.com/file/28807441-adea-4d60-8aab-3e9eafea8c44/download",
    "folder_name": "folder 2",
    "folder": {
      "uuid": "fd041ffb-3474-4923-8971-e796727f6a7e",
      "created_at": "2026-07-20T09:57:30+01:00",
      "updated_at": "2026-07-20T09:57:30+01:00",
      "name": "Important Documents",
      "slug": "important-documents",
      "path": "Codepotato/Important Documents",
      "clients_read": true,
      "clients_write": true,
      "show_client_permissions": true,
      "is_system_folder": true,
      "is_pseudo_folder": true,
      "is_root_folder": true,
      "documentable_type": "account",
      "documentable_uuid": "account",
      "documentable": "Object",
      "participants_count": 3,
      "folders_count": 5,
      "files_count": 8,
      "depth": 5,
      "owned": false
    },
    "documentable_type": "account",
    "documentable": "Object",
    "navigator": {
      "model_type": "account",
      "model_uuid": "910018b9-2eb7-4843-842f-4511617d29b4"
    },
    "firm": {
      "uuid": "55e13421-cece-4700-9834-c870430644ae",
      "created_at": "2026-07-20T09:57:30+01:00",
      "updated_at": "2026-07-20T09:57:30+01:00",
      "name": "Codepotato",
      "slug": "codepotato",
      "address_1": "Suite E, 5 The Briars",
      "address_2": "Waterberry Drive",
      "town_city": "Waterlooville",
      "county": "Hampshire",
      "postcode": "PO7 7YH",
      "country": "United Kingdom",
      "regulatory_text": "Regulatory text",
      "logo": "https://api.plannrcrm.com/images/plannr.jpg",
      "logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
      "brand_colours": {
        "sidebar_background": "#0E0E56",
        "sidebar_accent": "#36367E",
        "sidebar_text": "#FFFFFF",
        "sidebar_hover": "#0A0A42",
        "sidebar_active": "#53DBB8",
        "sidebar_title_background": "#36367E",
        "sidebar_title_primary": "#FFC634",
        "sidebar_title_secondary": "#FFFFFF",
        "sidebar_title_secondary_hover": "#FFFFFF",
        "email_background": "#0E0E56",
        "email_logo_background_panel": "#36367E",
        "email_sub_text": "#FFFFFF",
        "email_button_background": "#36367E",
        "email_button_text": "#FFFFFF",
        "portal_sidebar_button_background": "#F6F6F6",
        "portal_sidebar_button_hover": "#FFFFFF",
        "portal_sidebar_button_active": "#FFFFFF",
        "portal_brand_title": "#323B4B",
        "portal_brand_sub_title": "#828994",
        "portal_sidebar_title": "#11151D",
        "portal_sidebar_text": "#323B4B",
        "portal_sidebar_text_hover": "#323B4B",
        "portal_sidebar_text_active": "#323B4B",
        "portal_sidebar_icon": "#828994",
        "portal_sidebar_icon_hover": "#828994",
        "portal_sidebar_icon_active": "#828994",
        "portal_background": "#F6F6F6",
        "portal_sidebar_account_title": "#11151D",
        "portal_sidebar_account_email": "#828994",
        "portal_sidebar_divider": "#E3E5E9",
        "portal_dashboard_bg_one": "#EF4583",
        "portal_dashboard_bg_two": "#FFC634",
        "portal_sidebar_collapse_button": "#828994",
        "portal_sidebar_collapse_button_hover": "#B3B9C4",
        "portal_sidebar_user_select_background": "#F6F6F6",
        "portal_sidebar_user_select_hover": "#F6F6F6",
        "portal_sidebar_user_select_text": "#323B4B",
        "portal_sidebar_user_select_text_hover": "#323B4B",
        "portal_sidebar_user_select_border": "#EEEEEE",
        "portal_sidebar_user_select_border_hover": "#828994"
      },
      "is_subscribed": true,
      "keep_deleted_files_for": 30,
      "tax": 17.5,
      "month_end": 25,
      "statement_frequency": "monthly",
      "billing": {
        "invoice_address_1": "Suite E, 5 The Briars",
        "invoice_address_2": "Waterberry Drive",
        "invoice_town_city": "Waterlooville",
        "invoice_county": "Hampshire",
        "invoice_postcode": "PO7 7YH",
        "invoice_country": "United Kingdom",
        "invoice_email": "gareth@codepotato.co.uk"
      },
      "ip_whitelist": [
        "192.168.0.1",
        "127.0.0.1"
      ],
      "welcome_paragraph_html": "<h1>Welcome.</h1>",
      "email_welcome_paragraph_html": "Welcome to Plannr!",
      "show_fact_find_illustrations": true,
      "cc_email_addresses": [
        "jack@example.com",
        "jill@example.com"
      ],
      "bcc_email_addresses": [
        "jack@example.com",
        "jill@example.com"
      ],
      "reply_to_email_address": "jack@example.com",
      "mobile_app_support_number": "01234 567890",
      "mobile_app_support_email": "support@example.com"
    },
    "account": {
      "uuid": "bbbcac18-3597-4261-b0a8-7bfb3f82f4e5",
      "created_at": "2026-07-20T09:57:30+01:00",
      "updated_at": "2026-07-20T09:57:30+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"
    },
    "tags": {
      "uuid": "49a636fe-4430-4004-a22a-1981e9d6316d",
      "created_at": "2026-07-20T09:57:30+01:00",
      "updated_at": "2026-07-20T09:57:30+01:00",
      "name": "Mortgage",
      "slug": "mortgage",
      "colour": "#ef4582"
    }
  },
  "account": {
    "uuid": "75b21f1b-9b38-4863-b774-0b910c70f5f2",
    "created_at": "2026-07-20T09:57:23+01:00",
    "updated_at": "2026-07-20T09:57:23+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",
    "external_references": {
      "uuid": "813b1931-7fef-4422-b11f-7c135dd76d88",
      "created_at": "2026-07-20T09:57:30+01:00",
      "updated_at": "2026-07-20T09:57:30+01:00",
      "third_party": "nucleus",
      "reference": "AB123456"
    }
  },
  "invitation_url": "https://api.plannrcrm.com/fact-find/7cc74b4c-2c3d-4cc6-96c7-35965f21533e/61d97d48-3ad3-4648-a7c1-7cba036b7ae8",
  "fact_find_passes": {
    "uuid": "1e29821e-1de2-4275-b077-7e72e793403b",
    "created_at": "2026-07-20T09:57:23+01:00",
    "updated_at": "2026-07-20T09:57:23+01:00",
    "firm": {
      "uuid": "c4234ec2-a025-4b94-984e-9800a606ac16",
      "name": "Codepotato Ltd"
    },
    "account": {
      "uuid": "bbbcac18-3597-4261-b0a8-7bfb3f82f4e5",
      "created_at": "2026-07-20T09:57:30+01:00",
      "updated_at": "2026-07-20T09:57:30+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"
    },
    "circle": {
      "uuid": "50c4e603-785e-4497-82f8-5f32c8b9629a",
      "name": "The Codepotato Gang"
    },
    "expires_at": "2026-07-20T09:57:23+01:00",
    "progress": 50,
    "is_complete": false,
    "completed_sections": 2
  }
}