Create a group 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/group

Headers

  • X-PLANNR-ACCOUNT-UUID string
application/json

Body

  • name string Required

    Group name that must be unique.

  • participants array[string(uuid)]

    UUIDs of accounts to add to the group.

  • business_unit string(uuid) | null

    UUID of business unit to link this group to

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • uuid string
    • name string
    • slug string
    • participants_count string
    • participants object
      Hide participants attributes Show participants attributes object
      • uuid object
        Hide uuid attributes Show uuid attributes object
        • example string
        • description string
      • role object
        Hide role attributes Show role attributes object
        • example string
        • description string
      • first_name object
        Hide first_name attributes Show first_name attributes object
        • example string
        • description string
      • last_name object
        Hide last_name attributes Show last_name attributes object
        • example string
        • description string
      • name object
        Hide name attributes Show name attributes object
        • example string
        • description string
      • email object
        Hide email attributes Show email attributes object
        • example string
        • description string
    • created_at string
    • updated_at string
POST /api/v1/group
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/group' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"name":"Accounting","participants":["da28ae78-fe95-4324-80d6-93f49a258e06","352e43ad-ec6e-4577-b40b-fea30a3a02bc","91184319-8114-42f9-ae03-c38008f5b6c9"],"business_unit":"1140d624-1d59-4ff1-9e8e-7547a7090647"}'
Request examples
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "name": "Accounting",
  "participants": [
    "da28ae78-fe95-4324-80d6-93f49a258e06",
    "352e43ad-ec6e-4577-b40b-fea30a3a02bc",
    "91184319-8114-42f9-ae03-c38008f5b6c9"
  ],
  "business_unit": "1140d624-1d59-4ff1-9e8e-7547a7090647"
}
Response examples (200)
[
  {
    "uuid": "65595aa6-0fb5-474e-8514-dcbb18f88f7b",
    "name": "finance",
    "slug": "finance",
    "participants_count": "3",
    "participants": {
      "uuid": {
        "example": "19602539-e992-437a-9c7b-ae3571d74edc",
        "description": "UUID of the account"
      },
      "role": {
        "example": "client",
        "description": "Role of the account"
      },
      "first_name": {
        "example": "Gareth",
        "description": "First name of the account"
      },
      "last_name": {
        "example": "Thompson",
        "description": "Last name of the account"
      },
      "name": {
        "example": "Gareth Thompson",
        "description": "Name of the account"
      },
      "email": {
        "example": "gareth@codepotato.co.uk",
        "description": "Email of the account"
      }
    },
    "created_at": "2026-07-17T15:25:28+01:00",
    "updated_at": "2026-07-17T15:25:28+01:00"
  }
]