Create a workflow 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/workflow
Personal access token & O auth2
application/json

Body

  • name string Required

    The name of the workflow, must be unique.

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • uuid string

      UUID of the account

    • created_at string

      The timestamp of when the resource was created.

    • updated_at string

      The timestamp of when the resource was updated.

    • name string

      Name of the workflow

    • type string

      The type of workflow.

    • tasks_count integer

      The number of tasks on the workflow.
POST /api/v1/workflow 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/workflow' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{"name":"Pension Review"}'
Request examples 
{
  "name": "Pension Review"
}
Response examples (200) 
{
  "uuid": "638cd80b-81a1-478a-82c4-302bc820c6dd",
  "created_at": "2026-06-09T14:10:14+01:00",
  "updated_at": "2026-06-09T14:10:14+01:00",
  "name": "Pension Transfer",
  "type": "simple",
  "tasks_count": 5
}