Create a dependant | PlannrCRM API documentation

Create a dependant Run in API Explorer

POST /api/v2/dependants

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 dependant. These must only be client accounts.
first_name string Required

The first name of the dependant.
last_name string Required

The last name of the dependant.
known_as string

An optional nickname for the dependant.
relationship string Required

The relationship of the dependant.
date_of_birth date

The date of birth of the dependant. Must be in Y-m-d format. Example: 1990-12-25.
is_financially_dependant boolean

Denotes if the dependant is financially dependant on the client.
notes string

Optional notes for the dependant.

Responses

201 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.
- first_name string
  
  The first name of the dependant.
- last_name string
  
  The last name of the dependant.
- name string
  
  The full name of the dependant. If known_as has been provided, the first name will be replaced with the known_as.
- known_as string
  
  An optional nickname for the dependant.
- relationship string
  
  The relationship of the dependant.
- date_of_birth string
  
  The date of birth of the dependant.
- is_financially_dependant boolean
  
  Denotes if the dependant is financially dependant on the client.
- notes string
  
  Optional notes for the dependant.
- accounts object
  
  Accounts that own this dependant.
  
  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
- shared_owner_type string
  
  @deprecated Denotes if the dependant is shared across the client or belongs to one of the owners of the client. (Only applicable for joint/business/trust clients)
- shared_owner object
  
  @deprecated The owner of the dependant. Only provided if the shared_owner_type is "individual".
  
  Hide shared_owner attributes Show shared_owner 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
  
  firm string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  groups string
  
  tags string
  
  owners string
  
  first_contact_date string
  
  next_review_date string
  
  previous_review_date string
  
  anniversary_review_date string
  
  with_login boolean
  
  has_joint_account boolean
  
  can_be_deleted string
  
  joint_account_circle string
  
  circles string
  
  ownership_percentage integer
  
  inactive_at string
  
  custom_fields string
  
  external_references string

POST /api/v2/dependants

curl \
 --request POST 'https://api.plannrcrm.com/api/v2/dependants' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"account_uuids":["8b76ce67-a839-4f5b-89ad-ae20a0963888","6c4cc4d9-56e8-400a-99a2-7b3fb11a9a36"],"first_name":"Christopher","last_name":"Nolan","known_as":"Chris","relationship":"Brother","date_of_birth":"2005-11-17","is_financially_dependant":"true","notes":"Example notes"}'

Request examples

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

# Payload
{
  "account_uuids": [
    "8b76ce67-a839-4f5b-89ad-ae20a0963888",
    "6c4cc4d9-56e8-400a-99a2-7b3fb11a9a36"
  ],
  "first_name": "Christopher",
  "last_name": "Nolan",
  "known_as": "Chris",
  "relationship": "Brother",
  "date_of_birth": "2005-11-17",
  "is_financially_dependant": "true",
  "notes": "Example notes"
}

Response examples (201)

{
  "name": "Christopher Nolan",
  "uuid": "6d68d0f6-4755-4ddf-80d7-c543335cf0fa",
  "notes": "Example notes",
  "accounts": {
    "name": "Gareth Thompson",
    "role": "client",
    "type": "client",
    "uuid": "f8183e0c-99b2-4694-8ab6-a5b2f2f2b424",
    "email": "gareth@codepotato.co.uk",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
    "created_at": "2025-11-17T21:14:40+00:00",
    "first_name": "Gareth",
    "updated_at": "2025-11-17T21:14:40+00:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
  },
  "known_as": "Chris",
  "last_name": "Nolan",
  "created_at": "2025-11-17T21:14:40+00:00",
  "first_name": "Christopher",
  "updated_at": "2025-11-17T21:14:40+00:00",
  "relationship": "Brother",
  "shared_owner": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "79c42c5e-0753-4518-9e85-713eda76bbc9",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "circles": "App\\Http\\Resources\\CircleResource",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
    "created_at": "2025-11-17T21:14:40+00:00",
    "first_name": "Gareth",
    "updated_at": "2025-11-17T21:14:40+00:00",
    "with_login": true,
    "inactive_at": "2025-11-17",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-11-17T21:14:40+00:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-11-17T21:14:40+00:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-11-17T21:14:40+00:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-11-17T21:14:40+00:00"
  },
  "date_of_birth": "2013-11-17T21:14:40+00:00",
  "shared_owner_type": "individual",
  "is_financially_dependant": true
}