Create a sub account 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/plans/{plan_uuid}/sub-accounts
Personal access token & O auth2

Path parameters

  • plan_uuid string Required
application/json

Body

  • name string Required

    Descriptive name of the sub account

  • policy_number string

    Sub account policy number

  • proposal_reference string

    Sub account proposal number

Responses

  • 200 application/json
    Hide response attribute Show response attribute object
    • message string
  • 409 application/json

    Plan is being deleted

    Hide response attribute Show response attribute object
    • message string
POST /api/v1/plans/{plan_uuid}/sub-accounts 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/plans/6ff8f7f6-1eb3-3525-be4a-3932c805afed/sub-accounts' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{"name":"Johns ISA","policy_number":"AVF-4355432","proposal_reference":"BtMWiy0JwHtogU4"}'
Request examples 
{
  "name": "Johns ISA",
  "policy_number": "AVF-4355432",
  "proposal_reference": "BtMWiy0JwHtogU4"
}
Response examples (200) 
{
  "message": "Plan is being deleted."
}
Response examples (409) 
{
  "message": "Plan is being deleted."
}