Create a bank account 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/v2/bank-accounts
Personal access token & O auth2

Headers

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

Body

  • account_uuids array[string(uuid)] Required

    The UUIDs of the accounts who should own the bank account. These must only be client accounts.

  • account_name string Required

    The friendly name for the bank account.

    Maximum length is 255.

  • account_holders string Required

    The name of the bank account holder(s) as it appears on statements

    Maximum length is 255.

  • account_number string Required

    The bank account number.

  • sort_code string Required

    The bank account sort code

Responses

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

      The UUID of the resource.

    • created_at string

      The timestamp of when the resource was created.

    • updated_at string

      The timestamp of when the resource was updated.

    • account_name string

      The name of the bank account

    • account_holders string

      The name of the bank account holder(s) as it appears on statements

    • account_number string

      The bank account number

    • sort_code string

      The bank account sort code

    • accounts object

      The accounts linked to this bank account

      Hide accounts attributes Show accounts attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • role string
      • first_name string
      • last_name string
      • name string
      • email string
      • photo_url string
      • external_references string
POST /api/v2/bank-accounts 
curl \
 --request POST 'https://api.plannrcrm.com/api/v2/bank-accounts' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"account_uuids":["738b4a2a-20e0-421e-8358-fae7569697b6","e3c3f94b-fd23-4be3-8629-e8933de15b10","ae6a1dad-35f5-408c-8379-affb7bba9f0c"],"account_name":"My Savings Account","account_holders":"Mr John A Smith \u0026 Mrs Jane Smith","account_number":"01234567","sort_code":"012345"}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "account_uuids": [
    "738b4a2a-20e0-421e-8358-fae7569697b6",
    "e3c3f94b-fd23-4be3-8629-e8933de15b10",
    "ae6a1dad-35f5-408c-8379-affb7bba9f0c"
  ],
  "account_name": "My Savings Account",
  "account_holders": "Mr John A Smith & Mrs Jane Smith",
  "account_number": "01234567",
  "sort_code": "012345"
}
Response examples (200) 
{
  "uuid": "f1d96eef-63bc-4a3c-8ce7-a00689715d47",
  "created_at": "2026-06-27T09:33:42+01:00",
  "updated_at": "2026-06-27T09:33:42+01:00",
  "account_name": "Savings Account",
  "account_holders": "Mr John A Smith",
  "account_number": "12345678",
  "sort_code": "123456",
  "accounts": {
    "uuid": "11a4f795-61d1-4971-a492-a3de12dfda93",
    "created_at": "2026-06-27T09:33:42+01:00",
    "updated_at": "2026-06-27T09:33:42+01:00",
    "type": "client",
    "role": "client",
    "first_name": "Gareth",
    "last_name": "Thompson",
    "name": "Gareth Thompson",
    "email": "gareth@codepotato.co.uk",
    "photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
  }
}