Create an linked policy number Run in API Explorer

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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/plans/{plan_uuid}/linked-policy-numbers
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • plan_uuid string Required
application/json

Body

  • linked_policy_number string Required

    The linked policy number for the plan.

Responses

  • 201 application/json
    Hide response attributes Show response attributes object
    • uuid string
    • created_at string
    • updated_at string
    • linked_policy_number string
    • plan object
      Hide plan attributes Show plan attributes object
      • uuid string
      • created_at string
      • updated_at string
      • opened_at string
      • name string
      • type string
      • sub_type string
      • abstract_type string
      • policy_number string
      • proposal_reference string
      • status string
      • inactive_at string
      • inactive_reason string
      • agency_in_your_name boolean
      • agency_in_your_name_from string
      • originally_sold_by_firm boolean
      • under_advice boolean
      • visible_on_client_portal boolean
      • include_in_client_valuation boolean
      • show_on_joint boolean
      • shown_on_circles boolean
      • review_date string
      • on_panel boolean
      • is_group_scheme boolean
      • is_sub_group_scheme boolean
      • is_group_scheme_member boolean
      • advice_area string
      • main_account object
        Hide main_account attributes Show main_account attributes object
        • uuid

          UUID of the sub account

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was created.

        • name

          Descriptive name of the sub account

        • policy_number

          Provider reference of the sub account

        • is_main_account

          Denotes if the sub account a main account of the plan

        • statistics

          The statistics on a sub account. Only displayed when you retrieve an individual sub-account.

      • sub_accounts object
        Hide sub_accounts attributes Show sub_accounts attributes object
        • uuid

          UUID of the sub account

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was created.

        • name

          Descriptive name of the sub account

        • policy_number

          Provider reference of the sub account

        • is_main_account

          Denotes if the sub account a main account of the plan

        • statistics

          The statistics on a sub account. Only displayed when you retrieve an individual sub-account.

      • provider object
        Hide provider attributes Show provider attributes object
        • uuid

          UUID of the provider

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • name

          Provider name

        • slug

          Provider name slug

      • covers object
        Hide covers attributes Show covers 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.

        • cover_type

          Cover type

        • benefit_amount

          Benefit amount

        • benefit_frequency

          Benefit frequency

        • benefit_status

          Benefit status

        • excess

          Excess

        • indexation

          Indexation percentage

      • claims object
        Hide claims attributes Show claims 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.

        • claim_amount

          Claim amount

        • claim_start_date

          Claim start date

        • claim_end_date

          Claim end date

        • claim_notes

          Claim notes

      • total_benefit_amount object
        Hide total_benefit_amount attributes Show total_benefit_amount attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • total_benefits object
        Hide total_benefits attributes Show total_benefits attributes object
        • critical_illness object
          Hide critical_illness attributes Show critical_illness attributes object
          • amount object
            Hide amount attributes Show amount attributes object
            • example string
            • description string
          • formatted object
            Hide formatted attributes Show formatted attributes object
            • example string
            • description string
          • currency object
            Hide currency attributes Show currency attributes object
            • example string
            • description string
        • family_income_benefit object
          Hide family_income_benefit attributes Show family_income_benefit attributes object
          • amount object
            Hide amount attributes Show amount attributes object
            • example string
            • description string
          • formatted object
            Hide formatted attributes Show formatted attributes object
            • example string
            • description string
          • currency object
            Hide currency attributes Show currency attributes object
            • example string
            • description string
      • latest_valuations object
        Hide latest_valuations attributes Show latest_valuations 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.

        • valued_at

          Valued at

        • value

          Valuation

      • value object
        Hide value attributes Show value attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • valued_at string
      • original_valued_at string
      • client object
        Hide client attributes Show client 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.

        • type

          Account type

        • role

          Account role

        • first_name

          First name

        • last_name

          Last name

        • name

          Name

        • email

          (Deprecated - Please use primary_email instead). The email of the account.

        • photo_url

          URL for initial avatar image

        • first_contact_date

          First contact date

        • next_review_date

          Next review date

        • previous_review_date

          Previous review date

        • anniversary_review_date

          Anniversary review date

        • terms_of_business_at

          Date the Terms of Business were agreed and signed

        • client_agreement_at

          Date the client agreement was agreed and signed

        • with_login

          Denotes whether the account has a login to Plannr

        • has_joint_account

          Denotes whether this account belongs to a joint account too

        • can_be_deleted

          Denotes if the account can be deleted

        • ownership_percentage

          Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

        • inactive_at

          Inactive from date

        • last_interaction_at

          Last interaction date

        • referral_code

          Unique referral code for the employee account (employees only)

        • permissions

          Permission map where keys are permission names and values are target arrays

      • accounts object
        Hide accounts attributes Show accounts 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.

        • type

          Account type

        • role

          Account role

        • first_name

          First name

        • last_name

          Last name

        • name

          Name

        • email

          (Deprecated - Please use primary_email instead). The email of the account.

        • photo_url

          URL for initial avatar image

        • first_contact_date

          First contact date

        • next_review_date

          Next review date

        • previous_review_date

          Previous review date

        • anniversary_review_date

          Anniversary review date

        • terms_of_business_at

          Date the Terms of Business were agreed and signed

        • client_agreement_at

          Date the client agreement was agreed and signed

        • with_login

          Denotes whether the account has a login to Plannr

        • has_joint_account

          Denotes whether this account belongs to a joint account too

        • can_be_deleted

          Denotes if the account can be deleted

        • ownership_percentage

          Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

        • inactive_at

          Inactive from date

        • last_interaction_at

          Last interaction date

        • referral_code

          Unique referral code for the employee account (employees only)

        • permissions

          Permission map where keys are permission names and values are target arrays

      • seller object
        Hide seller attributes Show seller 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.

        • type

          Account type

        • role

          Account role

        • first_name

          First name

        • last_name

          Last name

        • name

          Name

        • email

          (Deprecated - Please use primary_email instead). The email of the account.

        • photo_url

          URL for initial avatar image

        • first_contact_date

          First contact date

        • next_review_date

          Next review date

        • previous_review_date

          Previous review date

        • anniversary_review_date

          Anniversary review date

        • terms_of_business_at

          Date the Terms of Business were agreed and signed

        • client_agreement_at

          Date the client agreement was agreed and signed

        • with_login

          Denotes whether the account has a login to Plannr

        • has_joint_account

          Denotes whether this account belongs to a joint account too

        • can_be_deleted

          Denotes if the account can be deleted

        • ownership_percentage

          Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

        • inactive_at

          Inactive from date

        • last_interaction_at

          Last interaction date

        • referral_code

          Unique referral code for the employee account (employees only)

        • permissions

          Permission map where keys are permission names and values are target arrays

      • linked_owners object
        Hide linked_owners attributes Show linked_owners 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.

        • type

          Account type

        • role

          Account role

        • first_name

          First name

        • last_name

          Last name

        • name

          Name

        • email

          (Deprecated - Please use primary_email instead). The email of the account.

        • photo_url

          URL for initial avatar image

        • first_contact_date

          First contact date

        • next_review_date

          Next review date

        • previous_review_date

          Previous review date

        • anniversary_review_date

          Anniversary review date

        • terms_of_business_at

          Date the Terms of Business were agreed and signed

        • client_agreement_at

          Date the client agreement was agreed and signed

        • with_login

          Denotes whether the account has a login to Plannr

        • has_joint_account

          Denotes whether this account belongs to a joint account too

        • can_be_deleted

          Denotes if the account can be deleted

        • ownership_percentage

          Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

        • inactive_at

          Inactive from date

        • last_interaction_at

          Last interaction date

        • referral_code

          Unique referral code for the employee account (employees only)

        • permissions

          Permission map where keys are permission names and values are target arrays

      • linked_plans object
        Hide linked_plans attributes Show linked_plans 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.

        • opened_at

          Timestamp of when the plan was originally opened

        • name

          Name of the plan

        • type

          Type of plan, this will indicate what to expect from the fields attribute

        • sub_type

          Plan sub type

        • abstract_type

          describes if the plan is an asset, protection or liability

        • policy_number

          The policy number on the main sub account of the plan

        • proposal_reference

          The proposal reference on the main sub account of the plan

        • status

          Plan status

        • inactive_at

          Timestamp of when the plan became inactive

        • inactive_reason

          Reason for inactivity

        • agency_in_your_name

          Denotes if plan has agency in your name

        • agency_in_your_name_from

          Date the agency was in your name from

        • originally_sold_by_firm

          Denotes if the plan was originally sold by your firm

        • under_advice

          Denotes if plan is under advice

        • visible_on_client_portal

          Denotes if this plan is visible to clients on the client portal

        • include_in_client_valuation

          Denotes if this plan should be included in the client valuation

        • show_on_joint

          Denotes if this individual account can be seen when viewing joint plans on any joint accounts the individual client is a part of

        • shown_on_circles

          Determines if plan should be shown on a circle

        • review_date

          Review date

        • on_panel

          On panel

        • is_group_scheme

          Denotes if the plan is a group scheme plan. When a plan is a group scheme plan you will be able to manage group scheme members and sub schemes.

        • is_sub_group_scheme

          Denotes if the plan is a sub-scheme of a group scheme.

        • is_group_scheme_member

          Denotes if the plan is group scheme member plan. Each group scheme member is their own plan for maximum customisation.

        • advice_area

          The advice area of the plan based on the plan's sub type.

        • total_benefit_amount

          Total amount benefit of all covers

        • total_benefits

          Total benefits broken down in to cover types

        • value

          Total value of the plan

        • valued_at

          When the plan was last valued - Please note this is likely going to be the current date. If you would like to see the last real date it was valued by a provider or created manually, use original_valued_at

        • original_valued_at

          When the plan was originally valued - Please note our plans is valued daily but this is the date the valuation was originally added to the system.

        • statistics

          The statistics on a plan. Only displayed when you retrieve an individual plan

        • is_wrap_product

          Determines if the plan is a wrap plan

        • is_wrap_child

          Determines if the plan is a wrap child

        • can_be_deleted

          Denotes if the plan can be deleted

      • visible_to_circles object
        Hide visible_to_circles attributes Show visible_to_circles 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 Circle name

        • photo_url

          URL for initial avatar image

        • bg_colour

          Hex colour background for avatar

        • has_portal_access

          Whether any member of the circle has portal access

        • portal_access_status

          Aggregated portal access status: active, never_logged_in, or no_portal_access

        • engagement_rating

          Aggregated engagement rating: green, amber, red, or none

        • last_login

          Most recent portal login across all circle members, including who logged in

        • portal_login_count_30d

          Total portal login count across all members in last 30 days

        • portal_login_count_90d

          Total portal login count across all members in last 90 days

        • portal_login_count_365d

          Total portal login count across all members in last 365 days

        • joint_account_uuid

          uuid of joint account where circle created from joint account

        • login_access_level

          The access level in context of an account. Note this field is only returned when using the accounts API. Available values: read and write

        • current_life_stage_uuid

          UUID of the circle's current life stage for expenditure

      • statistics object
        Hide statistics attribute Show statistics attribute object
        • recent_growth integer
      • cases object
        Hide cases attributes Show cases 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

          Name of the case

        • slug

          Slug of the case

        • review_at

          Timestamp of when the case should be reviewed

        • assigned_to_uuids

          UUIDs of accounts that will be assigned to the case when it is created.

        • group_uuids

          UUIDs of groups that will be assigned when the case is created.

        • completed_at

          Timestamp of when the case was completed

        • value

          Expected value of this case

        • status_position

          The case status's position on the status list. Starting from 1. Only used if you are formatting cases in a kanban layout.

        • participants_count

          The number of participants on the case

        • task_board_uuid

          UUID of the task board

      • tags object
        Hide tags attributes Show tags attributes object
        • uuid

          UUID of the tag

        • 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 tag

        • slug

          The slug of the tag

        • colour

          The colour of the tag

      • is_wrap_product boolean
      • is_wrap_child boolean
      • wrap object
        Hide wrap attributes Show wrap 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.

        • opened_at

          Timestamp of when the plan was originally opened

        • name

          Name of the plan

        • type

          Type of plan, this will indicate what to expect from the fields attribute

        • sub_type

          Plan sub type

        • abstract_type

          describes if the plan is an asset, protection or liability

        • policy_number

          The policy number on the main sub account of the plan

        • proposal_reference

          The proposal reference on the main sub account of the plan

        • status

          Plan status

        • inactive_at

          Timestamp of when the plan became inactive

        • inactive_reason

          Reason for inactivity

        • agency_in_your_name

          Denotes if plan has agency in your name

        • agency_in_your_name_from

          Date the agency was in your name from

        • originally_sold_by_firm

          Denotes if the plan was originally sold by your firm

        • under_advice

          Denotes if plan is under advice

        • visible_on_client_portal

          Denotes if this plan is visible to clients on the client portal

        • include_in_client_valuation

          Denotes if this plan should be included in the client valuation

        • show_on_joint

          Denotes if this individual account can be seen when viewing joint plans on any joint accounts the individual client is a part of

        • shown_on_circles

          Determines if plan should be shown on a circle

        • review_date

          Review date

        • on_panel

          On panel

        • is_group_scheme

          Denotes if the plan is a group scheme plan. When a plan is a group scheme plan you will be able to manage group scheme members and sub schemes.

        • is_sub_group_scheme

          Denotes if the plan is a sub-scheme of a group scheme.

        • is_group_scheme_member

          Denotes if the plan is group scheme member plan. Each group scheme member is their own plan for maximum customisation.

        • advice_area

          The advice area of the plan based on the plan's sub type.

        • total_benefit_amount

          Total amount benefit of all covers

        • total_benefits

          Total benefits broken down in to cover types

        • value

          Total value of the plan

        • valued_at

          When the plan was last valued - Please note this is likely going to be the current date. If you would like to see the last real date it was valued by a provider or created manually, use original_valued_at

        • original_valued_at

          When the plan was originally valued - Please note our plans is valued daily but this is the date the valuation was originally added to the system.

        • statistics

          The statistics on a plan. Only displayed when you retrieve an individual plan

        • is_wrap_product

          Determines if the plan is a wrap plan

        • is_wrap_child

          Determines if the plan is a wrap child

        • can_be_deleted

          Denotes if the plan can be deleted

      • wrap_children object
        Hide wrap_children attributes Show wrap_children 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.

        • opened_at

          Timestamp of when the plan was originally opened

        • name

          Name of the plan

        • type

          Type of plan, this will indicate what to expect from the fields attribute

        • sub_type

          Plan sub type

        • abstract_type

          describes if the plan is an asset, protection or liability

        • policy_number

          The policy number on the main sub account of the plan

        • proposal_reference

          The proposal reference on the main sub account of the plan

        • status

          Plan status

        • inactive_at

          Timestamp of when the plan became inactive

        • inactive_reason

          Reason for inactivity

        • agency_in_your_name

          Denotes if plan has agency in your name

        • agency_in_your_name_from

          Date the agency was in your name from

        • originally_sold_by_firm

          Denotes if the plan was originally sold by your firm

        • under_advice

          Denotes if plan is under advice

        • visible_on_client_portal

          Denotes if this plan is visible to clients on the client portal

        • include_in_client_valuation

          Denotes if this plan should be included in the client valuation

        • show_on_joint

          Denotes if this individual account can be seen when viewing joint plans on any joint accounts the individual client is a part of

        • shown_on_circles

          Determines if plan should be shown on a circle

        • review_date

          Review date

        • on_panel

          On panel

        • is_group_scheme

          Denotes if the plan is a group scheme plan. When a plan is a group scheme plan you will be able to manage group scheme members and sub schemes.

        • is_sub_group_scheme

          Denotes if the plan is a sub-scheme of a group scheme.

        • is_group_scheme_member

          Denotes if the plan is group scheme member plan. Each group scheme member is their own plan for maximum customisation.

        • advice_area

          The advice area of the plan based on the plan's sub type.

        • total_benefit_amount

          Total amount benefit of all covers

        • total_benefits

          Total benefits broken down in to cover types

        • value

          Total value of the plan

        • valued_at

          When the plan was last valued - Please note this is likely going to be the current date. If you would like to see the last real date it was valued by a provider or created manually, use original_valued_at

        • original_valued_at

          When the plan was originally valued - Please note our plans is valued daily but this is the date the valuation was originally added to the system.

        • statistics

          The statistics on a plan. Only displayed when you retrieve an individual plan

        • is_wrap_product

          Determines if the plan is a wrap plan

        • is_wrap_child

          Determines if the plan is a wrap child

        • can_be_deleted

          Denotes if the plan can be deleted

      • linked_policy_numbers object
        Hide linked_policy_numbers attributes Show linked_policy_numbers 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.

        • linked_policy_number

          The linked policy number.

      • can_be_deleted string
      • contract_enquiry_account object
        Hide contract_enquiry_account attributes Show contract_enquiry_account 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.

        • type

          Account type

        • role

          Account role

        • first_name

          First name

        • last_name

          Last name

        • name

          Name

        • email

          (Deprecated - Please use primary_email instead). The email of the account.

        • photo_url

          URL for initial avatar image

        • first_contact_date

          First contact date

        • next_review_date

          Next review date

        • previous_review_date

          Previous review date

        • anniversary_review_date

          Anniversary review date

        • terms_of_business_at

          Date the Terms of Business were agreed and signed

        • client_agreement_at

          Date the client agreement was agreed and signed

        • with_login

          Denotes whether the account has a login to Plannr

        • has_joint_account

          Denotes whether this account belongs to a joint account too

        • can_be_deleted

          Denotes if the account can be deleted

        • ownership_percentage

          Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

        • inactive_at

          Inactive from date

        • last_interaction_at

          Last interaction date

        • referral_code

          Unique referral code for the employee account (employees only)

        • permissions

          Permission map where keys are permission names and values are target arrays

      • custom_fields object
        Hide custom_fields attributes Show custom_fields attributes object
        • uuid

          The UUID of the custom field

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • type

          The type of custom field

        • name

          The name of the custom field

        • reference

          The reference of the custom field, used when updating the custom field on the model.

        • is_required

          Denotes if the custom field is required

        • value

          The value of the custom field

        • selection_options

          This is the array of available options for the selection box. If the type is "selection" this array will be provided.

        • help_text

          Optional help text to aide the custom field. Will be displayed on Plannr.

      • external_references object
        Hide external_references attributes Show external_references 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.

        • third_party

          The third party provider with the reference.

        • reference

          The third party reference.
POST /api/v2/plans/{plan_uuid}/linked-policy-numbers 
curl \
 --request POST 'https://api.plannrcrm.com/api/v2/plans/6ff8f7f6-1eb3-3525-be4a-3932c805afed/linked-policy-numbers' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"linked_policy_number":"ABC123-X"}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "linked_policy_number": "ABC123-X"
}
Response examples (201) 
{
  "uuid": "387b7136-a15e-4631-83c8-bd3fb1e76689",
  "created_at": "2026-07-22T14:08:42+01:00",
  "updated_at": "2026-07-22T14:08:42+01:00",
  "linked_policy_number": "ABC123-X",
  "plan": {
    "uuid": "0877c3fa-721d-4d46-8857-67af5e05cfd8",
    "created_at": "2026-07-22T14:08:42+01:00",
    "updated_at": "2026-07-22T14:08:42+01:00",
    "opened_at": "2026-07-22T14:08:42+01:00",
    "name": "Johns ISA",
    "type": "cash_account",
    "sub_type": "lifetime isa",
    "abstract_type": "asset",
    "policy_number": "AVIVA-123",
    "proposal_reference": "AB123456",
    "status": "inactive",
    "inactive_at": "2026-07-22T14:08:42+01:00",
    "inactive_reason": "claimed",
    "agency_in_your_name": true,
    "agency_in_your_name_from": "2025-07-22",
    "originally_sold_by_firm": true,
    "under_advice": true,
    "visible_on_client_portal": true,
    "include_in_client_valuation": true,
    "show_on_joint": true,
    "shown_on_circles": true,
    "review_date": "2025-07-22",
    "on_panel": true,
    "is_group_scheme": false,
    "is_sub_group_scheme": false,
    "is_group_scheme_member": false,
    "advice_area": "non_investment_insurance",
    "main_account": {
      "uuid": "9638a4d5-e6ea-43cd-a7de-ab96d31683a9",
      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "name": "John's ISA",
      "policy_number": "AVI-4837",
      "is_main_account": false,
      "statistics": {
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      }
    },
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      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "name": "John's ISA",
      "policy_number": "AVI-4837",
      "is_main_account": false,
      "statistics": {
        "recent_growth": 100
      }
    },
    "provider": {
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      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "name": "AJ Bell",
      "slug": "aj-bell"
    },
    "covers": {
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      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "cover_type": "critical_illness",
      "benefit_amount": {
        "amount": {
          "example": "25000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£250,000.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": null,
          "description": "Currency of the money"
        }
      },
      "benefit_frequency": "monthly",
      "benefit_status": "active",
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        "amount": {
          "example": "10000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£100.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": null,
          "description": "Currency of the money"
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      },
      "indexation": 1.4
    },
    "claims": {
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      "updated_at": "2026-07-22T14:08:48+01:00",
      "claim_amount": {
        "amount": {
          "example": "25000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£250,000.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": null,
          "description": "Currency of the money"
        }
      },
      "claim_start_date": "2025-07-22",
      "claim_end_date": "2031-07-22",
      "claim_notes": "Claim notes"
    },
    "total_benefit_amount": {
      "amount": {
        "example": "25000000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "formatted": {
        "example": "£250,000.00",
        "description": "Money amount formatted with currency"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      }
    },
    "total_benefits": {
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        "amount": {
          "example": "15000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£150,000.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        }
      },
      "family_income_benefit": {
        "amount": {
          "example": "10000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£100,000.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
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      }
    },
    "latest_valuations": {
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      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "valued_at": "2026-07-22T14:08:48+01:00",
      "value": {
        "amount": {
          "example": "4000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£40.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": null,
          "description": "Currency of the money"
        }
      }
    },
    "value": {
      "amount": {
        "example": "4000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "formatted": {
        "example": "£40.00",
        "description": "Money amount formatted with currency"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      }
    },
    "valued_at": "2026-07-22T14:08:42+01:00",
    "original_valued_at": "2026-07-21T14:08:42+01:00",
    "client": {
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      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "type": "client",
      "role": "client",
      "first_name": "Gareth",
      "last_name": "Thompson",
      "name": "Gareth Thompson",
      "email": "gareth@codepotato.co.uk",
      "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
      "first_contact_date": "2026-07-22T14:08:48+01:00",
      "next_review_date": "2026-07-22T14:08:48+01:00",
      "previous_review_date": "2026-07-22T14:08:48+01:00",
      "anniversary_review_date": "2026-07-22T14:08:48+01:00",
      "terms_of_business_at": "2026-07-22T14:08:48+01:00",
      "client_agreement_at": "2026-07-22T14:08:48+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-22",
      "last_interaction_at": "2026-07-22 14:08:48",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "accounts": {
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      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "type": "client",
      "role": "client",
      "first_name": "Gareth",
      "last_name": "Thompson",
      "name": "Gareth Thompson",
      "email": "gareth@codepotato.co.uk",
      "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
      "first_contact_date": "2026-07-22T14:08:48+01:00",
      "next_review_date": "2026-07-22T14:08:48+01:00",
      "previous_review_date": "2026-07-22T14:08:48+01:00",
      "anniversary_review_date": "2026-07-22T14:08:48+01:00",
      "terms_of_business_at": "2026-07-22T14:08:48+01:00",
      "client_agreement_at": "2026-07-22T14:08:48+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-22",
      "last_interaction_at": "2026-07-22 14:08:48",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "seller": {
      "uuid": "55d55b76-5063-4552-846d-7d2d0d4ce86d",
      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "type": "client",
      "role": "client",
      "first_name": "Gareth",
      "last_name": "Thompson",
      "name": "Gareth Thompson",
      "email": "gareth@codepotato.co.uk",
      "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
      "first_contact_date": "2026-07-22T14:08:48+01:00",
      "next_review_date": "2026-07-22T14:08:48+01:00",
      "previous_review_date": "2026-07-22T14:08:48+01:00",
      "anniversary_review_date": "2026-07-22T14:08:48+01:00",
      "terms_of_business_at": "2026-07-22T14:08:48+01:00",
      "client_agreement_at": "2026-07-22T14:08:48+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-22",
      "last_interaction_at": "2026-07-22 14:08:48",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
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        ],
        "network:read": [
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      }
    },
    "linked_owners": {
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      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "type": "client",
      "role": "client",
      "first_name": "Gareth",
      "last_name": "Thompson",
      "name": "Gareth Thompson",
      "email": "gareth@codepotato.co.uk",
      "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
      "first_contact_date": "2026-07-22T14:08:48+01:00",
      "next_review_date": "2026-07-22T14:08:48+01:00",
      "previous_review_date": "2026-07-22T14:08:48+01:00",
      "anniversary_review_date": "2026-07-22T14:08:48+01:00",
      "terms_of_business_at": "2026-07-22T14:08:48+01:00",
      "client_agreement_at": "2026-07-22T14:08:48+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-22",
      "last_interaction_at": "2026-07-22 14:08:48",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "linked_plans": {
      "uuid": "88074ac9-0644-4f8a-aa99-93c5a14cd339",
      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "opened_at": "2026-07-22T14:08:48+01:00",
      "name": "Johns ISA",
      "type": "cash_account",
      "sub_type": "lifetime isa",
      "abstract_type": "asset",
      "policy_number": "AVIVA-123",
      "proposal_reference": "AB123456",
      "status": "inactive",
      "inactive_at": "2026-07-22T14:08:48+01:00",
      "inactive_reason": "claimed",
      "agency_in_your_name": true,
      "agency_in_your_name_from": "2025-07-22",
      "originally_sold_by_firm": true,
      "under_advice": true,
      "visible_on_client_portal": true,
      "include_in_client_valuation": true,
      "show_on_joint": true,
      "shown_on_circles": true,
      "review_date": "2025-07-22",
      "on_panel": true,
      "is_group_scheme": false,
      "is_sub_group_scheme": false,
      "is_group_scheme_member": false,
      "advice_area": "non_investment_insurance",
      "total_benefit_amount": {
        "amount": {
          "example": "25000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£250,000.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": null,
          "description": "Currency of the money"
        }
      },
      "total_benefits": {
        "critical_illness": {
          "amount": {
            "example": "15000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£150,000.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": null,
            "description": "Currency of the money"
          }
        },
        "family_income_benefit": {
          "amount": {
            "example": "10000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£100,000.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": null,
            "description": "Currency of the money"
          }
        }
      },
      "value": {
        "amount": {
          "example": "4000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£40.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": null,
          "description": "Currency of the money"
        }
      },
      "valued_at": "2026-07-22T14:08:48+01:00",
      "original_valued_at": "2026-07-21T14:08:48+01:00",
      "statistics": {
        "recent_growth": 100
      },
      "is_wrap_product": false,
      "is_wrap_child": false,
      "can_be_deleted": "false"
    },
    "visible_to_circles": {
      "uuid": "ce7969d1-b161-49b0-854c-ecee3add864f",
      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "name": "Jones Family",
      "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
      "bg_colour": "#35f4e1",
      "has_portal_access": true,
      "portal_access_status": "active",
      "engagement_rating": "green",
      "last_login": {
        "logged_in_at": "2026-07-22T14:08:48+01:00",
        "account_uuid": "uuid",
        "account_name": "John Smith",
        "device_type": "desktop",
        "device_platform": "macos"
      },
      "portal_login_count_30d": 5,
      "portal_login_count_90d": 12,
      "portal_login_count_365d": 48,
      "joint_account_uuid": "2b1fa473-a47d-4906-bd62-7b416c15730c",
      "login_access_level": "write",
      "current_life_stage_uuid": "7fa9d874-fbea-4d21-bb3a-5081b77eab5b"
    },
    "statistics": {
      "recent_growth": 100
    },
    "cases": {
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      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "name": "finance",
      "slug": "finance",
      "review_at": "2026-07-22T14:08:48+01:00",
      "assigned_to_uuids": [
        null
      ],
      "group_uuids": [
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      ],
      "completed_at": "2026-07-22T14:08:48+01:00",
      "value": {
        "amount": {
          "example": "4000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£40.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": null,
          "description": "Currency of the money"
        }
      },
      "status_position": 4,
      "participants_count": 4,
      "task_board_uuid": null
    },
    "tags": {
      "uuid": "1cf2aa8d-4fc2-4c1e-9a53-7ebd571b87c5",
      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "name": "Mortgage",
      "slug": "mortgage",
      "colour": "#ef4582"
    },
    "is_wrap_product": false,
    "is_wrap_child": false,
    "wrap": {
      "uuid": "88074ac9-0644-4f8a-aa99-93c5a14cd339",
      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "opened_at": "2026-07-22T14:08:48+01:00",
      "name": "Johns ISA",
      "type": "cash_account",
      "sub_type": "lifetime isa",
      "abstract_type": "asset",
      "policy_number": "AVIVA-123",
      "proposal_reference": "AB123456",
      "status": "inactive",
      "inactive_at": "2026-07-22T14:08:48+01:00",
      "inactive_reason": "claimed",
      "agency_in_your_name": true,
      "agency_in_your_name_from": "2025-07-22",
      "originally_sold_by_firm": true,
      "under_advice": true,
      "visible_on_client_portal": true,
      "include_in_client_valuation": true,
      "show_on_joint": true,
      "shown_on_circles": true,
      "review_date": "2025-07-22",
      "on_panel": true,
      "is_group_scheme": false,
      "is_sub_group_scheme": false,
      "is_group_scheme_member": false,
      "advice_area": "non_investment_insurance",
      "total_benefit_amount": {
        "amount": {
          "example": "25000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£250,000.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": null,
          "description": "Currency of the money"
        }
      },
      "total_benefits": {
        "critical_illness": {
          "amount": {
            "example": "15000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£150,000.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": null,
            "description": "Currency of the money"
          }
        },
        "family_income_benefit": {
          "amount": {
            "example": "10000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£100,000.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": null,
            "description": "Currency of the money"
          }
        }
      },
      "value": {
        "amount": {
          "example": "4000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£40.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": null,
          "description": "Currency of the money"
        }
      },
      "valued_at": "2026-07-22T14:08:48+01:00",
      "original_valued_at": "2026-07-21T14:08:48+01:00",
      "statistics": {
        "recent_growth": 100
      },
      "is_wrap_product": false,
      "is_wrap_child": false,
      "can_be_deleted": "false"
    },
    "wrap_children": {
      "uuid": "88074ac9-0644-4f8a-aa99-93c5a14cd339",
      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "opened_at": "2026-07-22T14:08:48+01:00",
      "name": "Johns ISA",
      "type": "cash_account",
      "sub_type": "lifetime isa",
      "abstract_type": "asset",
      "policy_number": "AVIVA-123",
      "proposal_reference": "AB123456",
      "status": "inactive",
      "inactive_at": "2026-07-22T14:08:48+01:00",
      "inactive_reason": "claimed",
      "agency_in_your_name": true,
      "agency_in_your_name_from": "2025-07-22",
      "originally_sold_by_firm": true,
      "under_advice": true,
      "visible_on_client_portal": true,
      "include_in_client_valuation": true,
      "show_on_joint": true,
      "shown_on_circles": true,
      "review_date": "2025-07-22",
      "on_panel": true,
      "is_group_scheme": false,
      "is_sub_group_scheme": false,
      "is_group_scheme_member": false,
      "advice_area": "non_investment_insurance",
      "total_benefit_amount": {
        "amount": {
          "example": "25000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£250,000.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": null,
          "description": "Currency of the money"
        }
      },
      "total_benefits": {
        "critical_illness": {
          "amount": {
            "example": "15000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£150,000.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": null,
            "description": "Currency of the money"
          }
        },
        "family_income_benefit": {
          "amount": {
            "example": "10000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£100,000.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": null,
            "description": "Currency of the money"
          }
        }
      },
      "value": {
        "amount": {
          "example": "4000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£40.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": null,
          "description": "Currency of the money"
        }
      },
      "valued_at": "2026-07-22T14:08:48+01:00",
      "original_valued_at": "2026-07-21T14:08:48+01:00",
      "statistics": {
        "recent_growth": 100
      },
      "is_wrap_product": false,
      "is_wrap_child": false,
      "can_be_deleted": "false"
    },
    "linked_policy_numbers": {
      "uuid": "deec59e2-3c5a-4d6a-b6fb-4e1484f1987d",
      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "linked_policy_number": "ABC123-X"
    },
    "can_be_deleted": "false",
    "contract_enquiry_account": {
      "uuid": "55d55b76-5063-4552-846d-7d2d0d4ce86d",
      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "type": "client",
      "role": "client",
      "first_name": "Gareth",
      "last_name": "Thompson",
      "name": "Gareth Thompson",
      "email": "gareth@codepotato.co.uk",
      "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
      "first_contact_date": "2026-07-22T14:08:48+01:00",
      "next_review_date": "2026-07-22T14:08:48+01:00",
      "previous_review_date": "2026-07-22T14:08:48+01:00",
      "anniversary_review_date": "2026-07-22T14:08:48+01:00",
      "terms_of_business_at": "2026-07-22T14:08:48+01:00",
      "client_agreement_at": "2026-07-22T14:08:48+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-22",
      "last_interaction_at": "2026-07-22 14:08:48",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "custom_fields": {
      "uuid": null,
      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "type": "string",
      "name": "Favourite Drink",
      "reference": "favourite_drink",
      "is_required": false,
      "value": "Coffee",
      "selection_options": [
        "Coffee",
        "Tea",
        "Water"
      ],
      "help_text": "This is the client's favourite drink."
    },
    "external_references": {
      "uuid": "171d5ffa-127a-487b-b548-09c3dc7d9a32",
      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "third_party": "nucleus",
      "reference": "AB123456"
    }
  }
}