Create a fact-find question that is linked to a custom field 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/questions/custom-field
Personal access token & O auth2

Headers

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

Body

  • custom_field_id integer Required

    The ID of the custom field that this question belongs to.

  • fact_find_block_id integer Required

    The ID of the fact find block that this question belongs to.

  • field_name string Required

    The name of the question.

    Maximum length is 255.

  • is_visible boolean

    Is fact find question visible.

  • is_required boolean

    Is fact find question required.

  • has_conditional boolean

    Has the question got any conditions.

  • condition_type string

    ALL/ANY.

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.

    • field_name string

      The name of the field.

    • position string

      The position/order of this question within the block.

    • is_required string

      Bool to indicate if the question is required.

    • is_visible string

      Bool to indicate if the question is visible.

    • always_required string

      Bool indicating the underlying database column is NOT NULL; the template builder must not allow this question to be hidden or made non-required.

    • has_conditional string

      Bool to indicate if the question has any conditions.

    • condition_type string

      ALL/ANY.
POST /api/v2/fact-find/questions/custom-field 
curl \
 --request POST 'https://api.plannrcrm.com/api/v2/fact-find/questions/custom-field' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"custom_field_id":1234,"fact_find_block_id":1234,"field_name":"Field Name","is_visible":true,"is_required":true,"has_conditional":false,"condition_type":"Condition Type"}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "custom_field_id": 1234,
  "fact_find_block_id": 1234,
  "field_name": "Field Name",
  "is_visible": true,
  "is_required": true,
  "has_conditional": false,
  "condition_type": "Condition Type"
}
Response examples (201) 
{
  "uuid": "37110a52-96cf-4a0b-b9d5-98f870d4fb18",
  "created_at": "2026-07-22T14:08:42+01:00",
  "updated_at": "2026-07-22T14:08:42+01:00",
  "field_name": "Field Name",
  "position": "Position",
  "is_required": "Is Required",
  "is_visible": "Is Visible",
  "always_required": "Always Required",
  "has_conditional": "Has Condition",
  "condition_type": "Condition Type"
}