Auto reconcile statement transactions 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/statement-transaction/auto-reconcile
Personal access token & O auth2

Run statement transactions through the auto reconciliation to expectations action again.

Headers

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

Body

  • statement_transaction_uuids array[string(uuid)] Required

    Statement transaction UUIDs to auto reconcile to expectations.

  • provider_statement_uuids array[string(uuid)] Required

    Provider statement UUIDs to auto reconcile to expectations.

Responses

  • 204 application/json
POST /api/v1/statement-transaction/auto-reconcile 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/statement-transaction/auto-reconcile' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"statement_transaction_uuids":["e80a3d40-69c1-44f0-bba8-1eb6bdbc851a","17ae8f6b-83b9-40b7-95c6-86b23ed194ce","5d64d831-4180-438b-b23a-e94214afd4d1"],"provider_statement_uuids":["df2cbd75-3a7a-42a8-b282-d7abe82b44d8","2dffb242-0aa0-47c2-a4ad-5570f57d0f8f","7ae83efa-9e76-4bbe-ab6e-f44b60331743"]}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "statement_transaction_uuids": [
    "e80a3d40-69c1-44f0-bba8-1eb6bdbc851a",
    "17ae8f6b-83b9-40b7-95c6-86b23ed194ce",
    "5d64d831-4180-438b-b23a-e94214afd4d1"
  ],
  "provider_statement_uuids": [
    "df2cbd75-3a7a-42a8-b282-d7abe82b44d8",
    "2dffb242-0aa0-47c2-a4ad-5570f57d0f8f",
    "7ae83efa-9e76-4bbe-ab6e-f44b60331743"
  ]
}
Response examples (204) 
{}