Create a fact-find template 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/templates
Personal access token & O auth2

Headers

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

Body

  • name string Required

    The internal reference name of the fact find template. Must be unique within the firm.

    Maximum length is 255.

  • display_name string Required

    The client-facing name shown when the fact find is sent to a client.

    Maximum length is 255.

  • description string

    A brief description of the template.

    Maximum length is 5000.

  • opening_statement string

    An opening statement shown at the start of the fact-find.

    Maximum length is 10000.

  • closing_statement string

    A closing statement shown at the end of the fact-find.

    Maximum length is 10000.

  • is_published boolean

    Whether the fact find template is published and available for use.

Responses

  • 201 application/json
    Hide response attributes Show response attributes object
    • uuid string
    • created_at string
    • updated_at string
    • name string
    • display_name string
    • description string
    • opening_statement string
    • closing_statement string
    • is_published boolean
    • archived_at string
    • is_archived boolean
    • is_locked boolean
    • active_session_count integer
    • sections object
      Hide sections attributes Show sections attributes object
      • uuid string
      • created_at string
      • updated_at string
      • fact_find_template object
        Hide fact_find_template attributes Show fact_find_template attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • name

          The internal reference name of the fact-find template.

        • display_name

          The client-facing name shown when the fact find is sent to a client.

        • description

          A brief description of the template.

        • opening_statement

          An opening statement shown at the start of the fact-find.

        • closing_statement

          A closing statement shown at the end of the fact-find.

        • is_published

          Whether the fact-find template is published and available for use.

        • archived_at

          If the template has been archived, the datetime of when it was archived.

        • is_archived

          Denotes if the template has been archived. Archived templates are hidden from the default list and can no longer start new sessions.

        • is_locked

          Whether the template is locked from edits because at least one client has an in-flight session against it. Clone the template to make changes.

        • active_session_count

          Number of in-flight client sessions blocking edits to this template.

      • name string
      • introduction_html string
      • position integer
      • is_complete boolean
      • blocks object
        Hide blocks attributes Show blocks attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • name

          The name of the fact find block.

        • introduction_html

          HTML introduction shown at the start of this block.

        • position

          The position/order of this block within the section.
  • 422 application/json

    Validation error

    Hide response attributes Show response attributes object
    • message string Required

      A human-readable description of the error.

    • errors object

      Validation messages keyed by the field that failed.

      Hide errors attribute Show errors attribute object
      • * array[string] Additional properties
POST /api/v2/fact-find/templates 
curl \
 --request POST 'https://api.plannrcrm.com/api/v2/fact-find/templates' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{
  "name": "My Fact-Find Template",
  "display_name": "Welcome Pack",
  "description": "A comprehensive fact find template for new clients.",
  "opening_statement": "Welcome to our fact find process...",
  "closing_statement": "Thank you for completing the fact find",
  "is_published": true
}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "name": "My Fact-Find Template",
  "display_name": "Welcome Pack",
  "description": "A comprehensive fact find template for new clients.",
  "opening_statement": "Welcome to our fact find process...",
  "closing_statement": "Thank you for completing the fact find",
  "is_published": true
}
Response examples (201) 
{
  "uuid": "68551012-0ad6-4034-b961-89fbc9b6453b",
  "created_at": "2026-10-10T13:35:31+01:00",
  "updated_at": "2026-10-10T13:35:31+01:00",
  "name": "My Fact-Find Template",
  "display_name": "Welcome Pack",
  "description": "A comprehensive fact-find template for new clients.",
  "opening_statement": "Welcome to our fact-find process...",
  "closing_statement": "Thank you for completing the fact find",
  "is_published": true,
  "archived_at": "2026-10-09T13:35:31+01:00",
  "is_archived": false,
  "is_locked": false,
  "active_session_count": 0,
  "sections": {
    "uuid": "0a69638d-fcb4-4ee9-a95c-47e4c7e4957a",
    "created_at": "2026-10-10T13:35:31+01:00",
    "updated_at": "2026-10-10T13:35:31+01:00",
    "fact_find_template": {
      "uuid": "49ba0202-fd95-45b0-a102-fdc43e7badfe",
      "created_at": "2026-10-10T13:35:36+01:00",
      "updated_at": "2026-10-10T13:35:36+01:00",
      "name": "My Fact-Find Template",
      "display_name": "Welcome Pack",
      "description": "A comprehensive fact-find template for new clients.",
      "opening_statement": "Welcome to our fact-find process...",
      "closing_statement": "Thank you for completing the fact find",
      "is_published": true,
      "archived_at": "2026-10-09T13:35:36+01:00",
      "is_archived": false,
      "is_locked": false,
      "active_session_count": 0
    },
    "name": "Personal Details",
    "introduction_html": "<p>Please provide your personal details below.</p>",
    "position": 1,
    "is_complete": false,
    "blocks": {
      "uuid": "449654be-da84-4e39-a8d6-4fe1e562d710",
      "created_at": "2026-10-10T13:35:36+01:00",
      "updated_at": "2026-10-10T13:35:36+01:00",
      "name": "Income Details",
      "introduction_html": "<p>Please provide your income details below.</p>",
      "position": 1
    }
  }
}
Response examples (422) 
{
  "message": "The given data was invalid.",
  "errors": {
    "field": [
      "The field is invalid."
    ]
  }
}