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

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • plan_uuid string Required
  • subAccount_uuid string Required
application/json

Body

  • name string Required

    The name of the portfolio. Must be unique within the sub-account it is created on.

  • is_proposed boolean

    Denotes if the portfolio is proposed

  • proposed_at string(date)

    The proposed date of the portfolio. When omitted from the request the proposed date will be the date of creation.

Responses

  • 201 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/{subAccount_uuid}/portfolios 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/plans/6ff8f7f6-1eb3-3525-be4a-3932c805afed/sub-accounts/6ff8f7f6-1eb3-3525-be4a-3932c805afed/portfolios' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"name":"Risky Portfolio","is_proposed":false,"proposed_at":"2023-09-25"}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "name": "Risky Portfolio",
  "is_proposed": false,
  "proposed_at": "2023-09-25"
}
Response examples (201) 
{
  "message": "Plan is being deleted."
}
Response examples (409) 
{
  "message": "Plan is being deleted."
}