Update a given section progress 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/fact-find/request/{factFindRequest_uuid}/section/{factFindSchemaSection_uuid}/progress
Personal access token & O auth2

Requires a fact-find pass to be passed in.

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • factFindRequest_uuid string Required
  • factFindSchemaSection_uuid string Required
application/json

Body

  • fact_find_pass_uuid string(uuid) Required

    The fact find pass that is completing the fact find.

  • is_complete boolean Required

    Determines if the section is complete.

Responses

  • 401 application/json
    Hide response attribute Show response attribute object
    • message string
POST /api/v1/fact-find/request/{factFindRequest_uuid}/section/{factFindSchemaSection_uuid}/progress 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/fact-find/request/6ff8f7f6-1eb3-3525-be4a-3932c805afed/section/6ff8f7f6-1eb3-3525-be4a-3932c805afed/progress' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"fact_find_pass_uuid":"4ba0f948-9691-402c-a5a8-cba3a79ddd92","is_complete":true}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "fact_find_pass_uuid": "4ba0f948-9691-402c-a5a8-cba3a79ddd92",
  "is_complete": true
}
Response examples (401) 
{
  "message": "Unauthenticated."
}