Upsert amounts for all rows (account + shared) in a custom expenditure group. Creates missing per-account rows and the missing shared row using the representative row's field/section metadata, so circle members who weren't included on the original create — or the shared/circle amount — can be added on a later update without silently being dropped. 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/fact-find-expenditures/{factFindSession_uuid}/{lifeStage_uuid}/custom/{factFindExpenditure_group_uuid}
Personal access token & O auth2

Path parameters

  • factFindSession_uuid string Required
  • lifeStage_uuid string Required
  • factFindExpenditure_group_uuid string Required

Responses

  • 500 application/json
    Hide response attribute Show response attribute object
    • message string
POST /api/v2/fact-find-expenditures/{factFindSession_uuid}/{lifeStage_uuid}/custom/{factFindExpenditure_group_uuid} 
curl \
 --request POST 'https://api.plannrcrm.com/api/v2/fact-find-expenditures/6ff8f7f6-1eb3-3525-be4a-3932c805afed/6ff8f7f6-1eb3-3525-be4a-3932c805afed/custom/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN"
Response examples (500) 
{
  "message": "Server Error"
}