Sync Holdings on a Sub Account Run in API Explorer

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Standard setup for AI tools providing an mcp.json file

mcp.json 
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  "url": "https://apidocs.plannrcrm.com/mcp"
}
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POST /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/sync-holdings
Personal access token & O auth2

Path parameters

  • plan_uuid string Required
  • subAccount_uuid string Required
application/json

Body

  • holdings array[object] Required

    Holdings array to sync. all other holdings on this sub account will be marked as inactive

    Hide holdings attributes Show holdings attributes object
    • fund_name string Required

      The name of the fund for the holding.

    • reference string | null

      The reference of the holding/fund.

      Maximum length is 255.

    • provider string | null

      The Provider of the holding/fund.

      Maximum length is 255.

    • sector string | null

      The sector of the holding/fund.

      Maximum length is 255.

    • sedol string | null

      The sedol of the holding/fund.

      Maximum length is 255.

    • isin string | null

      The isin of the holding/fund.

      Maximum length is 255.

    • citi string | null

      The citi of the holding/fund.

      Maximum length is 255.

    • units number Required

      The units of the holding

    • unit_price integer

      The current price of the units in pennies.

      Minimum value is 0.

    • unit_price_raw number

      The current price of the units in it's raw format with decimals.

    • purchase_price integer | null

      The original purchase price of the holding in pennies.

      Minimum value is 0.

    • currency string

      The currency of the holding/fund.

      Minimum length is 3, maximum length is 3.

    • is_active boolean

      Whether the holding is active or not.

    • portfolio_uuid string(uuid) | null

      The portfolio UUID this holding belongs to.

  • portfolio_name string

    Optional name of the portfolio when the holdings are synced

  • is_proposed_portfolio boolean

    Denotes if the portfolio that is created should be proposed or not.

Responses

  • 202 application/json
  • 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}/sync-holdings 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/plans/6ff8f7f6-1eb3-3525-be4a-3932c805afed/sub-accounts/6ff8f7f6-1eb3-3525-be4a-3932c805afed/sync-holdings' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{"holdings":[{"fund_name":"My Fund","reference":"C4$4","provider":"Transact","sector":"Europe","sedol":"ABC12345","isin":"ABC12345","citi":"ABC12345","units":10,"unit_price":50000,"unit_price_raw":500.2345,"purchase_price":25000,"currency":"GBP","is_active":true,"portfolio_uuid":"c626cb4e-ebe1-44ed-9ed2-77a0d998769c"}],"portfolio_name":"Proposed Holdings 2023","is_proposed_portfolio":true}'
Request examples 
{
  "holdings": [
    {
      "fund_name": "My Fund",
      "reference": "C4$4",
      "provider": "Transact",
      "sector": "Europe",
      "sedol": "ABC12345",
      "isin": "ABC12345",
      "citi": "ABC12345",
      "units": 10,
      "unit_price": 50000,
      "unit_price_raw": 500.2345,
      "purchase_price": 25000,
      "currency": "GBP",
      "is_active": true,
      "portfolio_uuid": "c626cb4e-ebe1-44ed-9ed2-77a0d998769c"
    }
  ],
  "portfolio_name": "Proposed Holdings 2023",
  "is_proposed_portfolio": true
}
Response examples (202) 
{}
Response examples (409) 
{
  "message": "Plan is being deleted."
}