Create a fact-find section | PlannrCRM API documentation

Create a fact-find section 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

{
  "PlannrCRM MCP server": {
    "url": "https://apidocs.plannrcrm.com/mcp"
  }
}

POST /api/v2/fact-find/templates/{factFindTemplate_uuid}/sections

Personal access token & O auth2

Headers

X-PLANNR-ACCOUNT-UUID string

Path parameters

factFindTemplate_uuid string Required

application/json

Body

name string Required

The name of the fact find section. Must be unique within the template.

Maximum length is 255.
introduction_html string

HTML introduction shown at the start of this section.

Maximum length is 10000.
position integer

The position/order of this section within the template.

Responses

201 application/json
Hide response attributes Show response 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 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
  
  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 section.
  
  introduction_html
  
  HTML introduction shown at the start of this section.
  
  position
  
  The position/order of this section within the template.
  
  is_complete
  
  Whether the section has been completed by the fact find pass.
- name string
- introduction_html string
- position integer
- is_complete boolean
- blocks object
  
  Hide blocks attributes Show blocks attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  fact_find_section object
  
  Hide fact_find_section attributes Show fact_find_section 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 section.
  
  introduction_html
  
  HTML introduction shown at the start of this section.
  
  position
  
  The position/order of this section within the template.
  
  is_complete
  
  Whether the section has been completed by the fact find pass.
  
  name string
  
  introduction_html string
  
  position integer
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/{factFindTemplate_uuid}/sections

curl \
 --request POST 'https://api.plannrcrm.com/api/v2/fact-find/templates/6ff8f7f6-1eb3-3525-be4a-3932c805afed/sections' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{
  "name": "Personal Details",
  "introduction_html": "<p>Please provide your personal details below.</p>",
  "position": 1
}'

Request examples

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

# Payload
{
  "name": "Personal Details",
  "introduction_html": "<p>Please provide your personal details below.</p>",
  "position": 1
}

Response examples (201)

{
  "uuid": "aa45f207-b6f4-415e-bfbe-51bc1ab96922",
  "created_at": "2026-10-08T16:24:05+01:00",
  "updated_at": "2026-10-08T16:24:05+01:00",
  "fact_find_template": {
    "uuid": "d08817ba-b809-4de3-86c1-7d413980e712",
    "created_at": "2026-10-08T16:24:05+01:00",
    "updated_at": "2026-10-08T16:24:05+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": "2026-10-07T16:24:05+01:00",
    "is_archived": false,
    "is_locked": false,
    "active_session_count": 0,
    "sections": {
      "uuid": "8ef44925-33b5-44cb-997d-3a63edf77b9b",
      "created_at": "2026-10-08T16:24:08+01:00",
      "updated_at": "2026-10-08T16:24:08+01:00",
      "name": "Personal Details",
      "introduction_html": "<p>Please provide your personal details below.</p>",
      "position": 1,
      "is_complete": false
    }
  },
  "name": "Personal Details",
  "introduction_html": "<p>Please provide your personal details below.</p>",
  "position": 1,
  "is_complete": false,
  "blocks": {
    "uuid": "22209c79-2a8b-4dae-a318-bf909217b8bb",
    "created_at": "2026-10-08T16:24:05+01:00",
    "updated_at": "2026-10-08T16:24:05+01:00",
    "fact_find_section": {
      "uuid": "8ef44925-33b5-44cb-997d-3a63edf77b9b",
      "created_at": "2026-10-08T16:24:08+01:00",
      "updated_at": "2026-10-08T16:24:08+01:00",
      "name": "Personal Details",
      "introduction_html": "<p>Please provide your personal details below.</p>",
      "position": 1,
      "is_complete": false
    },
    "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."
    ]
  }
}