Generate the PDF for a fact-find schema and save it to the client's documents. 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/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
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":"51fd8913-f0ac-469c-914f-924de6f67f72"}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "client_uuid": "51fd8913-f0ac-469c-914f-924de6f67f72"
}
Response examples (401) 
{
  "message": "Unauthenticated."
}