Create a bank account

POST /api/v2/bank-accounts
Personal access token & O auth2

Headers

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

Body Required

  • account_uuids array[string] 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.

  • account_holders string Required

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

  • 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":["a92a0355-5703-431a-8a52-d32341b42271","75e95428-2ce2-49d2-9b90-21de9aaa6b6f"],"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": [
    "a92a0355-5703-431a-8a52-d32341b42271",
    "75e95428-2ce2-49d2-9b90-21de9aaa6b6f"
  ],
  "account_name": "My Savings Account",
  "account_holders": "Mr John A Smith & Mrs Jane Smith",
  "account_number": "01234567",
  "sort_code": "012345"
}
Response examples (200) 
{
  "uuid": "5eb25743-4d72-499d-a47d-74e70dd6b6af",
  "accounts": {
    "name": "Gareth Thompson",
    "role": "client",
    "type": "client",
    "uuid": "d1842868-daf3-4e5f-9e97-5f82b9c37348",
    "email": "gareth@codepotato.co.uk",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
    "created_at": "2025-07-17T16:23:27+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-07-17T16:23:27+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
  },
  "sort_code": "123456",
  "created_at": "2025-07-17T16:23:27+01:00",
  "updated_at": "2025-07-17T16:23:27+01:00",
  "account_name": "Savings Account",
  "account_number": "12345678",
  "account_holders": "Mr John A Smith"
}