Create or update per-account rows for a standard life stage field expenditure. 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"
}
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POST /api/v2/fact-find-expenditures/{factFindSession_uuid}/{lifeStage_uuid}/{lifeStageField_uuid}
Personal access token & O auth2

Account rows are stored with account_id and no circle_id. The shared amount (circles only) is stored as a single row with circle_id and no account_id.

Path parameters

  • factFindSession_uuid string Required
  • lifeStage_uuid string Required
  • lifeStageField_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}/{lifeStageField_uuid} 
curl \
 --request POST 'https://api.plannrcrm.com/api/v2/fact-find-expenditures/6ff8f7f6-1eb3-3525-be4a-3932c805afed/6ff8f7f6-1eb3-3525-be4a-3932c805afed/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN"
Response examples (500) 
{
  "message": "Server Error"
}