Generate Letter of Authority 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/loa
Personal access token & O auth2

Generates a Letter of Authority document for a client with the specified plans. Groups plans by provider and sends a separate LoA for each provider with only that provider's policy numbers.

Headers

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

Body Required

  • client_uuid string Required

    The UUID of the client.

  • plan_uuids array[string] Required

    Array of plan UUIDs to include in the LoA.

  • document_template_uuid string Required

    The UUID of the document template to use.

Responses

  • 200 application/json
    Hide response attribute Show response attribute object
    • data object
      Hide data attribute Show data attribute object
      • transactions array[object]
        Hide transactions attributes Show transactions attributes object
        • transaction_uuid string
        • provider string
        • policy_numbers string
  • 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/loa 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/loa' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"client_uuid":"53f22fe4-3731-4cdc-aa12-e65bd0b15e52","plan_uuids":["6a6a176d-52bc-47f2-88c3-141d44059bcf"],"document_template_uuid":"043ec548-b3a7-5f2d-b4dd-3947c0d8eaa0"}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "client_uuid": "53f22fe4-3731-4cdc-aa12-e65bd0b15e52",
  "plan_uuids": [
    "6a6a176d-52bc-47f2-88c3-141d44059bcf"
  ],
  "document_template_uuid": "043ec548-b3a7-5f2d-b4dd-3947c0d8eaa0"
}
Response examples (200) 
{
  "data": {
    "transactions": [
      {
        "transaction_uuid": "abc123-def456-ghi789",
        "provider": "Aviva",
        "policy_numbers": "POL123, POL456"
      },
      {
        "transaction_uuid": "xyz789-abc123-def456",
        "provider": "Legal & General",
        "policy_numbers": "POL789"
      }
    ]
  }
}
Response examples (422) 
{
  "message": "The given data was invalid.",
  "errors": {
    "field": [
      "The field is invalid."
    ]
  }
}