Create a sub-scheme for a group scheme plan Run in API Explorer

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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-group-schemes
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • plan_uuid string Required

    uuid The UUID of the group scheme plan.

application/json

Body

  • name string Required

    The name for the sub-scheme

    Maximum length is 255.

  • status string Required

    Plan status for the member.

    Value Description
    active Active
    inactive Inactive
    proposed Proposed

    Values are active, inactive, or proposed.

  • inactive_status string

    Optional inactive status when the status is inactive.

    Value Description
    accepted Accepted
    agency_transferred Agency Transferred
    cancelled Cancelled
    claimed Claimed
    complete Complete
    death_event Death Event
    deferred Deferred
    drawdown Drawdown
    expired Expired
    full_drawdown Full Drawdown
    issued Issued
    lapsed Lapsed
    matured Matured
    not_proceeded_with Not Proceeded With
    not_taken_up Not Taken Up
    offered Offered
    paid_up Paid Up
    partial_drawdown Partial Drawdown
    partial_surrender Partial Surrender
    proposed Proposed
    prospect Prospect
    refunded Refunded
    refused Refused
    surrendered Surrendered
    transfer Transfer
    transferred Transferred
    underwriting Underwriting
    vested Vested
    declined Declined
    encashment Encashment
    left_service Left Service
    premium_holiday Premium Holiday
    other Other

    Values are accepted, agency_transferred, cancelled, claimed, complete, death_event, deferred, drawdown, expired, full_drawdown, issued, lapsed, matured, not_proceeded_with, not_taken_up, offered, paid_up, partial_drawdown, partial_surrender, proposed, prospect, refunded, refused, surrendered, transfer, transferred, underwriting, vested, declined, encashment, left_service, premium_holiday, or other.

  • policy_number string | null

    Optional policy number if the sub scheme has separate policy numbers per member.

    Maximum length is 255.

  • inactive_at string(date) | null

    Date when the policy was made inactive.

  • on_risk_at string(date) | null

    Date when the policy went "on risk".

  • employer_percentage number(float)

    Employer percentage being paid in to pension plan.

    Minimum value is 0.0, maximum value is 100.0.

  • employer_frequency string

    Frequency of the employer percentage being paid in to pension plan.

  • employee_percentage number(float)

    Employee percentage being paid in to pension plan.

    Minimum value is 0.0, maximum value is 100.0.

  • employee_frequency string

    Frequency of the employee percentage being paid in to pension plan.

    Value Description
    daily Daily
    weekly Weekly
    fortnightly Fortnightly
    four_weekly Four Weekly
    monthly Monthly
    bimonthly Bimonthly
    quarterly Quarterly
    biannually Biannually
    annually Annually
    adhoc Adhoc
    one_off One Off

    Values are daily, weekly, fortnightly, four_weekly, monthly, bimonthly, quarterly, biannually, annually, adhoc, or one_off.

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-group-schemes 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/plans/6ff8f7f6-1eb3-3525-be4a-3932c805afed/sub-group-schemes' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"name":"Families","status":"active","inactive_status":"accepted","policy_number":"AVIVA-123","inactive_at":"2024-03-26","on_risk_at":"2023-03-26","employer_percentage":1.24,"employer_frequency":"monthly","employee_percentage":9.65,"employee_frequency":"daily"}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "name": "Families",
  "status": "active",
  "inactive_status": "accepted",
  "policy_number": "AVIVA-123",
  "inactive_at": "2024-03-26",
  "on_risk_at": "2023-03-26",
  "employer_percentage": 1.24,
  "employer_frequency": "monthly",
  "employee_percentage": 9.65,
  "employee_frequency": "daily"
}
Response examples (200) 
{
  "message": "Plan is being deleted."
}
Response examples (409) 
{
  "message": "Plan is being deleted."
}