Create a folder Run in API Explorer

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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/folder
Personal access token & O auth2

To create a subfolder pass the parent folder UUID under parent key. This subfolder will inherit the documentable_type and documentable_uuid of its parent folder.

application/json

Body

  • name string Required

    Folder name.

  • parent string(uuid) Required

    Parent folder UUID to create this folder under.

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 string

      Folder name

    • slug string

      Slug of the folder name

    • path string

      Folder path

    • clients_read boolean

      Denotes whether clients can access this folder and files

    • clients_write boolean

      Denotes whether clients can upload files to this folder

    • show_client_permissions boolean

      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 boolean

      Denotes if this folder is a system folder

    • is_pseudo_folder boolean

      Denotes if this folder is a pseudo folder

    • is_root_folder boolean

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

    • documentable_type string

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

    • documentable_uuid string

      The UUID of the documentable resource

    • documentable string

      The documentable the file was uploaded to

    • participants_count integer

      Number of accounts this folder has been directly shared with

    • participants array[object]

      Participants whom this folder has been directly shared with.

      Hide participants attributes Show participants attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • write boolean
    • folders_count integer

      Number of subfolders within the folder

    • folders array[object]

      Subfolders within the folder.

      Hide folders attributes Show folders attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • slug string
      • path string
      • clients_read boolean
      • clients_write boolean
      • show_client_permissions boolean
      • is_system_folder boolean
      • is_pseudo_folder boolean
      • is_root_folder boolean
      • documentable_type string
      • documentable_uuid string
      • documentable string
      • participants_count integer
      • participants string
      • folders_count integer
      • folders string
      • files_count integer
      • files string
      • parents string
      • ancestors string
      • children string
      • depth integer
      • owned boolean
    • files_count integer

      Number of files stored in the folder

    • files array[object]

      Files stored in the folder.

      Hide files attributes Show files 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 string
      • documentable_type string
      • documentable string
      • navigator object
        Hide navigator attributes Show navigator attributes object
        • model_type string
        • model_uuid string
      • firm string
      • account string
      • tags string
    • parents array[object]

      Parent folders.

      Hide parents attributes Show parents attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • slug string
      • path string
      • clients_read boolean
      • clients_write boolean
      • show_client_permissions boolean
      • is_system_folder boolean
      • is_pseudo_folder boolean
      • is_root_folder boolean
      • documentable_type string
      • documentable_uuid string
      • documentable string
      • participants_count integer
      • participants string
      • folders_count integer
      • folders string
      • files_count integer
      • files string
      • parents string
      • ancestors string
      • children string
      • depth integer
      • owned boolean
    • ancestors array[object]

      All parents folders up the folder hierarchy structure.

      Hide ancestors attributes Show ancestors attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • slug string
      • path string
      • clients_read boolean
      • clients_write boolean
      • show_client_permissions boolean
      • is_system_folder boolean
      • is_pseudo_folder boolean
      • is_root_folder boolean
      • documentable_type string
      • documentable_uuid string
      • documentable string
      • participants_count integer
      • participants string
      • folders_count integer
      • folders string
      • files_count integer
      • files string
      • parents string
      • ancestors string
      • children string
      • depth integer
      • owned boolean
    • children array[object]

      Subfolders within the folder.

      Hide children attributes Show children attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • slug string
      • path string
      • clients_read boolean
      • clients_write boolean
      • show_client_permissions boolean
      • is_system_folder boolean
      • is_pseudo_folder boolean
      • is_root_folder boolean
      • documentable_type string
      • documentable_uuid string
      • documentable string
      • participants_count integer
      • participants string
      • folders_count integer
      • folders string
      • files_count integer
      • files string
      • parents string
      • ancestors string
      • children string
      • depth integer
      • owned boolean
    • depth integer

      How many levels deep there are to this folder hierarchy structure

    • owned boolean

      Is true if the authenticated account in the request has created this folder
POST /api/v1/folder 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/folder' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{"name":"Important Documents","parent":"76f36fe3-8cc7-4cdb-9972-3c03162ad1b9"}'
Request examples 
{
  "name": "Important Documents",
  "parent": "76f36fe3-8cc7-4cdb-9972-3c03162ad1b9"
}
Response examples (200) 
{
  "uuid": "20820d0f-2c94-4a32-a0c4-b8e563ac4009",
  "created_at": "2026-06-27T09:33:42+01:00",
  "updated_at": "2026-06-27T09:33:42+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,
  "participants": [
    {
      "uuid": "42faabd1-d0b5-4915-8fdb-5b4ca0c303bf",
      "created_at": "2026-06-27T09:33:42+01:00",
      "updated_at": "2026-06-27T09:33:42+01:00",
      "name": "Gareth Thompson",
      "write": true
    }
  ],
  "folders_count": 5,
  "folders": [
    {
      "uuid": "907e16ae-47ae-4fa3-b858-35fa546d1679",
      "created_at": "2026-06-27T09:33:42+01:00",
      "updated_at": "2026-06-27T09:33:42+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,
      "participants": "App\\Http\\Resources\\FolderParticipantResource",
      "folders_count": 5,
      "folders": "App\\Http\\Resources\\FolderResource",
      "files_count": 8,
      "files": "App\\Http\\Resources\\FileResource",
      "parents": "App\\Http\\Resources\\FolderResource",
      "ancestors": "App\\Http\\Resources\\FolderResource",
      "children": "App\\Http\\Resources\\FolderResource",
      "depth": 5,
      "owned": false
    }
  ],
  "files_count": 8,
  "files": [
    {
      "uuid": "d2a96b4f-49dc-40e1-899e-b6dc2b0c53ae",
      "created_at": "2026-06-27T09:33:42+01:00",
      "original_created_at": "2026-06-27T09:33:42+01:00",
      "updated_at": "2026-06-27T09:33:42+01:00",
      "uploaded_at": "2026-06-27T09:33:42+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": "2026-06-27T09:33:42+01:00",
      "progress": "100",
      "download_url": "https://api.plannrcrm.com/file/109a5a6f-968c-4d62-ac5b-e434733291df/download",
      "folder_name": "folder 2",
      "folder": "App\\Http\\Resources\\FolderResource",
      "documentable_type": "account",
      "documentable": "Object",
      "navigator": {
        "model_type": "account",
        "model_uuid": "d1131351-f5da-4e2d-9d3a-4deed8ad0b9d"
      },
      "firm": "App\\Http\\Resources\\FirmResource",
      "account": "App\\Http\\Resources\\MinimalAccountResource",
      "tags": "App\\Http\\Resources\\TagResource"
    }
  ],
  "parents": [
    {
      "uuid": "0c81ad2f-6906-4ab6-82f2-f79736199a7f",
      "created_at": "2026-06-27T09:33:42+01:00",
      "updated_at": "2026-06-27T09:33:42+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,
      "participants": "App\\Http\\Resources\\FolderParticipantResource",
      "folders_count": 5,
      "folders": "App\\Http\\Resources\\FolderResource",
      "files_count": 8,
      "files": "App\\Http\\Resources\\FileResource",
      "parents": "App\\Http\\Resources\\FolderResource",
      "ancestors": "App\\Http\\Resources\\FolderResource",
      "children": "App\\Http\\Resources\\FolderResource",
      "depth": 5,
      "owned": false
    }
  ],
  "ancestors": [
    {
      "uuid": "447adb00-39fc-486c-b17c-29d4d81f2f38",
      "created_at": "2026-06-27T09:33:42+01:00",
      "updated_at": "2026-06-27T09:33:42+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,
      "participants": "App\\Http\\Resources\\FolderParticipantResource",
      "folders_count": 5,
      "folders": "App\\Http\\Resources\\FolderResource",
      "files_count": 8,
      "files": "App\\Http\\Resources\\FileResource",
      "parents": "App\\Http\\Resources\\FolderResource",
      "ancestors": "App\\Http\\Resources\\FolderResource",
      "children": "App\\Http\\Resources\\FolderResource",
      "depth": 5,
      "owned": false
    }
  ],
  "children": [
    {
      "uuid": "68928df8-ab4d-472c-bf9e-35446e069d9f",
      "created_at": "2026-06-27T09:33:42+01:00",
      "updated_at": "2026-06-27T09:33:42+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,
      "participants": "App\\Http\\Resources\\FolderParticipantResource",
      "folders_count": 5,
      "folders": "App\\Http\\Resources\\FolderResource",
      "files_count": 8,
      "files": "App\\Http\\Resources\\FileResource",
      "parents": "App\\Http\\Resources\\FolderResource",
      "ancestors": "App\\Http\\Resources\\FolderResource",
      "children": "App\\Http\\Resources\\FolderResource",
      "depth": 5,
      "owned": false
    }
  ],
  "depth": 5,
  "owned": false
}