Generate the PDF for a fact-find schema and save it to the client's documents. [DEPRECATED: Use the v2 fact-find template routes] Deprecated 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/schema/{factFindSchema_uuid}/generate-pdf
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • factFindSchema_uuid string Required
application/json

Body

  • client_uuid string(uuid) Required

    The UUID of the client.

Responses

  • 401 application/json
    Hide response attribute Show response attribute object
    • message string Required

      A human-readable description of the error.
  • 422 application/json

    Validation error

    Hide response attributes Show response attributes object
    • message string Required

      A human-readable description of the error.

    • errors object

      Validation messages keyed by the field that failed.

      Hide errors attribute Show errors attribute object
      • * array[string] Additional properties
POST /api/v1/fact-find/schema/{factFindSchema_uuid}/generate-pdf 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/fact-find/schema/6ff8f7f6-1eb3-3525-be4a-3932c805afed/generate-pdf' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{
  "client_uuid": "c1571285-dcfa-43e5-9b11-491c15f10fc8"
}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "client_uuid": "c1571285-dcfa-43e5-9b11-491c15f10fc8"
}
Response examples (401) 
{
  "message": "Unauthenticated."
}
Response examples (422) 
{
  "message": "The given data was invalid.",
  "errors": {
    "field": [
      "The field is invalid."
    ]
  }
}