Create expectations | PlannrCRM API documentation

Create expectations 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

{
  "PlannrCRM MCP server": {
    "url": "https://apidocs.plannrcrm.com/mcp"
  }
}

POST /api/v1/statement-transaction/create-expectations

Personal access token & O auth2

Bulk action create expectations for incoming statement transactions. Useful when a provider statement has historic transactions which Plannr has not generated the expectations for. The client and policy for this transactions must exist within Plannr.

Headers

X-PLANNR-ACCOUNT-UUID string

application/json

Body

statement_transactions array[string(uuid)] Required

Array of unreconciled statement transactions to bulk create matching expectations.

Responses

204 application/json

POST /api/v1/statement-transaction/create-expectations

curl \
 --request POST 'https://api.plannrcrm.com/api/v1/statement-transaction/create-expectations' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"statement_transactions":["8e2330e0-32ec-45aa-9310-86fb3e2f492b","b1ab2356-1b61-4e9a-b27b-f7abd86d8f2c","e573b0cf-7bfa-425b-b1a9-ad66b7b10329"]}'

Request examples

# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "statement_transactions": [
    "8e2330e0-32ec-45aa-9310-86fb3e2f492b",
    "b1ab2356-1b61-4e9a-b27b-f7abd86d8f2c",
    "e573b0cf-7bfa-425b-b1a9-ad66b7b10329"
  ]
}

Response examples (204)

{}