PUT
/api/v1/account/{uuid}
curl \
--request PUT 'https://api.plannrcrm.com/api/v1/account/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "Content-Type: application/json" \
--data '{"Client":[{"title":{"type":"string","example":"Mr","required":false,"description":"Title"},"value":{"type":"integer","example":500000,"required":false,"description":"The value of the client in penny format. E.g £5,000 would be 500000."},"gender":{"type":"string","example":"Male","required":false,"description":"Gender. Possible values are: male, female, non-binary, transgender, intersex, other and unknown"},"groups":{"type":"array","example":["73ebc69d-71df-4e1c-8573-082db87ca72d","8654f4d0-e8ce-49fa-a859-8bc4f5207737"],"required":false,"description":"Group UUIDs to sync client to. Null can be provided to clear a clients groups."},"height":{"type":"integer","example":186,"required":false,"description":"The height of the client in centimeters."},"weight":{"type":"integer","example":220,"required":false,"description":"The weight of the client in pounds."},"circles":{"type":"array","example":[{"uuid":null,"login_access_level":"write"}],"required":false,"description":"Circles to associate the client to on update with a login access level that controls what the client would see if they have a login. Available login_access_level values: read and write"},"has_will":{"type":"boolean","example":true,"required":false,"description":"Whether the client has a will or not."},"nickname":{"type":"string","example":"Garth","required":false,"description":"preferred nickname of the client"},"pronouns":{"type":"string","example":"he/him","required":false,"description":"Pronouns"},"last_name":{"type":"string","example":"Thompson","required":false,"description":"Last name"},"ni_number":{"type":"string","example":"AB 12 34 56 C","required":false,"description":"National Insurance Number"},"first_name":{"type":"string","example":"Gareth","required":false,"description":"First name"},"gift_notes":{"type":"string","example":"Notes on the gifts.","required":false,"description":"Notes on the gifts."},"will_notes":{"type":"string","example":"Notes on the client's will.","required":false,"description":"Notes on the client's will."},"deceased_at":{"type":"date","example":"2025-10-08","required":false,"description":"Date of death"},"entity_name":{"type":"string","example":"Plannr Ltd","required":false,"description":"Entity name for shared account types"},"inactive_at":{"type":"date","example":"2025-10-08","required":false,"description":"Inactive from date"},"is_deceased":{"type":"boolean","example":false,"required":false,"description":"Denotes if the client is deceased"},"is_prospect":{"type":"boolean","example":false,"required":false,"description":"Denotes if the client is a prospect or not."},"lead_source":{"type":"string","example":"LeadGen Company","required":false,"description":"Marks the lead source of the client"},"maiden_name":{"type":"string","example":"Thompson","required":false,"description":"Maiden name."},"middle_name":{"type":"string","example":"Alex","required":false,"description":"Middle name."},"status_uuid":{"type":"string","example":"1272e21f-c220-4a34-ba8d-45782962f93b","required":false,"description":"The status of the client."},"do_not_visit":{"type":"boolean","example":false,"required":false,"description":"Denotes if the client can be visited"},"health_notes":{"type":"string","example":"Notes on the client's health.","required":false,"description":"Notes on the client's health."},"smoker_since":{"type":"date","example":"2015-10-08","required":false,"description":"The date of when the client started smoking."},"date_of_birth":{"type":"date","example":"1975-10-08","required":false,"description":"Date of birth"},"do_not_market":{"type":"boolean","example":false,"required":false,"description":"Denotes if the client can be visited"},"is_vulnerable":{"type":"string","example":"possibly","required":false,"description":"whether the client is vulnerable. Possible values are: \"yes\", \"no\", and \"possibly\""},"nationalities":{"type":"array","example":["British","Romanian"],"required":false,"description":"Nationalities of the client. You can use the api/v1/static/nationalities endpoint to get our list."},"pension_notes":{"type":"string","example":"","required":false,"description":"Notes on the pension"},"smoker_status":{"type":"string","example":"non-smoker","required":false,"description":"Smoker Status. Possible values are: smoker, non-smoker, vaper, ex-smoker, never-smoked, unknown"},"will_location":{"type":"string","example":"","required":false,"description":"Where is the will stored?"},"write_to_whom":{"type":"string","example":"Gareth","required":false,"description":"Marks the name of the client to write to"},"is_uk_domicile":{"type":"boolean","example":true,"required":false,"description":"Whether the client is a UK domicile or not."},"is_uk_resident":{"type":"boolean","example":true,"required":false,"description":"Whether the client is a UK resident or not."},"marital_status":{"type":"string","example":"married","required":false,"description":"Marital status. Possible values are: single, cohabiting, married, divorced, civil-partnership, dissolved-civil-partnership, widowed, separated, engaged, in-relationship, other, unknown"},"will_executors":{"type":"string","example":"","required":false,"description":"Who are the executors?"},"passport_number":{"type":"string","example":"123456","required":false,"description":"The passport number of the client"},"business_details":{"type":"array","example":[],"required":false,"description":"Array of business details"},"cigarettes_daily":{"type":"integer","example":6,"required":false,"description":"The amount of cigarettes the client smokes a day."},"date_of_forecast":{"type":"date","example":"2025-10-08T10:40:14+01:00","required":false,"description":"What is the date of the obtained forecast"},"date_of_marriage":{"type":"date","example":"2025-10-08","required":false,"description":"Date of marriage"},"has_iht_planning":{"type":"boolean","example":true,"required":false,"description":"Whether the client has Inheritance Tax (IHT) planning or not."},"is_will_accurate":{"type":"boolean","example":true,"required":false,"description":"Does your current will reflect your wishes?"},"next_review_date":{"type":"date","example":"2025-11-08","required":false,"description":"Date of next review"},"will_poa_details":{"type":"string","example":"","required":false,"description":"Who are the Attorney’s?"},"has_gifted_family":{"type":"boolean","example":true,"required":false,"description":"Whether the client has gifted the family."},"client_preferences":{"type":"string","example":"Prefers telephone calls in the morning.","required":false,"description":"Any client preferences."},"first_contact_date":{"type":"date","example":"2025-09-08","required":false,"description":"The date of the first contact."},"iht_planning_notes":{"type":"string","example":"Notes on the client's Inheritance Tax (IHT) planning.","required":false,"description":"Notes on the client's Inheritance Tax (IHT) planning."},"introduced_by_uuid":{"type":"string","example":"c62cf06a-4267-442d-a3ca-8421f59823df","required":false,"description":"The UUID of the introducer for this client"},"primary_email_uuid":{"type":"string","example":"570954f4-a879-460f-ba51-f006b73fec64","required":false,"description":"uuid of the primary email contact detail"},"residential_status":{"type":"string","example":"settled","required":false,"description":"Residential status"},"will_gifts_details":{"type":"string","example":"","required":false,"description":"Notes of gifts"},"will_last_reviewed":{"type":"date","example":"2025-10-08","required":false,"description":"The date of the last time the will's been reviewed."},"third_party_offered":{"type":"boolean","example":true,"required":false,"description":"Whether the client has been offered any third party."},"checked_sanctions_at":{"type":"date","example":"2025-10-08","required":false,"description":"Date the client was checked for sanctions"},"country_of_residence":{"type":"string","example":"United Kingdom","required":false,"description":"Country of residence"},"long_term_care_notes":{"type":"string","example":"Notes on the client's long term care.","required":false,"description":"Notes on the client's long term care."},"previous_review_date":{"type":"date","example":"2025-09-08","required":false,"description":"Date of previous review"},"primary_address_uuid":{"type":"string","example":"dca30624-f6e5-4428-8409-2806851e2c80","required":false,"description":"uuid of the primary address"},"procedure_adaptation":{"type":"boolean","example":false,"required":false,"description":"Whether any procedures need to be adapted to the client."},"state_retirement_age":{"type":"integer","example":60,"required":false,"description":"The state retirement age."},"will_bequests_detail":{"type":"string","example":"","required":false,"description":"Details of any Bequests"},"assigned_adviser_uuid":{"type":"string","example":"8788e6f2-5866-44ce-9243-c7a3dc4cd8a0","required":false,"description":"The UUID of the employee that the client directly reports to"},"business_details.type":{"type":"string","example":"Public Limited Company","required":false,"description":"The type of business."},"has_power_of_attorney":{"type":"boolean","example":true,"required":false,"description":"Whether the client has power of attorney."},"is_married_to_partner":{"type":"boolean","example":true,"required":false,"description":"Denotes if the client is married to their partner"},"long_term_care_needed":{"type":"boolean","example":false,"required":false,"description":"Whether the client required long term care."},"prospect_converted_at":{"type":"date","example":"2025-10-08T10:40:14+01:00","required":false,"description":"The datetime when the prospect was converted into a client."},"target_retirement_age":{"type":"integer","example":60,"required":false,"description":"Targest retirement age."},"vulnerability_details":{"type":"string","example":"No vulnerabilities","required":false,"description":"Any details regarding the client's vulnerabilities."},"adaption_details_notes":{"type":"boolean","example":"Adaptation notes","required":false,"description":"Any notes regarding adaptations"},"do_not_contact_via_fax":{"type":"boolean","example":false,"required":false,"description":"Denotes if the client can be contacted via fax"},"do_not_contact_via_sms":{"type":"boolean","example":false,"required":false,"description":"Denotes if the client can be contacted via SMS"},"anniversary_review_date":{"type":"date","example":"2025-10-08","required":false,"description":"Anniversary review date"},"business_details.nature":{"type":"string","example":"Construction","required":false,"description":"The nature of the business"},"business_details.status":{"type":"string","example":"Insolvent","required":false,"description":"The status of the business."},"current_life_stage_uuid":{"type":"string","example":"20e33592-925f-4c1e-867d-fa0b5598bc3f","required":false,"description":"The clients current life stage for expenditure."},"current_state_of_health":{"type":"string","example":"Fit and healthy","required":false,"description":"The client's current state of health."},"do_not_contact_via_mail":{"type":"boolean","example":false,"required":false,"description":"Denotes if the client can be contacted via mail"},"expected_retirement_age":{"type":"integer","example":60,"required":false,"description":"The expected retirement age."},"has_obtained_a_forecast":{"type":"boolean","example":true,"required":false,"description":"Have you recently obtained a forecast"},"power_of_attorney_notes":{"type":"string","example":"Notes on the client's power of attorney.","required":false,"description":"Notes on the client's power of attorney."},"projected_state_pension":{"type":"integer","example":50000,"required":false,"description":"What is the projected State Pension"},"units_of_alcohol_weekly":{"type":"integer","example":28,"required":false,"description":"The units of alcohol digested weekly."},"do_not_contact_via_email":{"type":"boolean","example":false,"required":false,"description":"Denotes if the client can be contacted via email"},"assigned_paraplanner_uuid":{"type":"string","example":"631f534c-e5c0-4ce8-aa4c-3d2c5d3295dd","required":false,"description":"The UUID of the paraplanner employee that the client has been assigned"},"poa_attorney_appointed_at":{"type":"date","example":"2025-10-08T00:00:00+01:00","required":false,"description":"When were the Attorney’s appointed?"},"primary_phone_number_uuid":{"type":"string","example":"911f57a1-05f9-4c70-9412-07fc08c918eb","required":false,"description":"uuid of the primary phone number contact detail"},"assigned_administrator_uuid":{"type":"string","example":"44875e71-807c-4087-9ca6-7bcebd8a97fe","required":false,"description":"The UUID of the adviser employee that the client has been assigned"},"business_details.vat_number":{"type":"string","example":"12345","required":false,"description":"The VAT number of the business"},"is_anticipating_inheritance":{"type":"boolean","example":true,"required":false,"description":"Whether the client is anticipating/ expecting any inheritance."},"state_of_health_explanation":{"type":"string","example":"Explanation of the current state of health.","required":false,"description":"Explanation of the current state of health."},"are_poa_documents_registered":{"type":"boolean","example":true,"required":false,"description":"Are the documents registered?"},"business_details.uk_sic_code":{"type":"string","example":"12345","required":false,"description":"The uk SIC code of the business"},"do_not_contact_via_telephone":{"type":"boolean","example":false,"required":false,"description":"Denotes if the client can be contacted via telephone"},"is_poa_registered_epa_or_lpa":{"type":"string","example":"epa","required":false,"description":"Is the Power of Attorney Registered as a EPA or LPA"},"business_details.auditor_name":{"type":"string","example":"Andy Audit","required":false,"description":"The name of the auditor used by the business"},"business_details.firm_website":{"type":"string","example":"www.google.com","required":false,"description":"The website of the business"},"business_details.year_end_day":{"type":"integer","example":11,"required":false,"description":"The day of the month the business uses for their year end date"},"anticipating_inheritance_notes":{"type":"string","example":"Notes on the client's inheritance anticipation/ expectations.","required":false,"description":"Notes on the client's inheritance anticipation/ expectations."},"business_details.type_comments":{"type":"string","example":"They became a Public Limited Company after May 2025","required":false,"description":"The type of business."},"business_details.business_value":{"type":"integer","example":45000000,"required":false,"description":"The value of the business"},"business_details.employee_count":{"type":"integer","example":30,"required":false,"description":"The number of employees the business has"},"business_details.year_end_month":{"type":"integer","example":7,"required":false,"description":"The month the business uses for their year end date"},"business_details.accountant_name":{"type":"string","example":"Andy Accountant","required":false,"description":"The name of the accountant used by the business"},"business_details.incorporated_on":{"type":"date","example":"2025-10-08","required":false,"description":"The Date the business was incorporated on"},"business_details.status_comments":{"type":"string","example":"This was due to an accounting error","required":false,"description":"The comments related to the status of the business."},"last_used_nicotine_products_date":{"type":"date","example":"2024-10-08","required":false,"description":"The date of the last time the client used nicotine products."},"business_details.primary_contacts":{"type":"array","example":[],"required":true,"description":"Array of the business's primary contacts"},"business_details.is_registered_vat":{"type":"boolean","example":false,"required":false,"description":"Denotes if the business is registered for VAT"},"business_details.accountant_company":{"type":"string","example":"Accurate Accounting","required":false,"description":"The name of the accounting firm used by the business"},"business_details.legal_adviser_name":{"type":"string","example":"Lenny Legal","required":false,"description":"The name of the legal adviser used by the business"},"is_in_receipt_of_your_state_pension":{"type":"boolean","example":true,"required":false,"description":"Are you in receipt of your State Pension"},"are_poa_appointed_for_health_or_wealth":{"type":"string","example":"health","required":false,"description":"Are the Attorneys appointed for Health, Wealth or Both?"},"business_details.companies_house_number":{"type":"string","example":"OC999999","required":false,"description":"The companies house number of the business"},"business_details.data_protection_officer":{"type":"string","example":"Dave Data","required":false,"description":"The name of the data protection officer used by the business"},"business_details.primary_contacts.*.name":{"type":"string","example":"Jane Doe","required":true,"description":"Name of the primary contact"},"business_details.primary_contacts.*.uuid":{"type":"string","example":"e95f57cd-74c1-4ae4-843d-68a395aa0ebd","required":false,"description":"The uuid of the primary contact."},"business_details.business_auditor_address":{"type":"array","example":[],"required":false,"description":"Array of the auditor's address details"},"business_details.primary_contacts.*.email":{"type":"string","example":"janedoe@primarycontact.com","required":true,"description":"Email of the primary contact"},"years_of_national_insurance_contributions":{"type":"integer","example":5,"required":false,"description":"How many years have you made Nation Insurance Contributions"},"business_details.self_employed_staff_count":{"type":"integer","example":30,"required":false,"description":"The number of self employed staff the business has"},"business_details.primary_contacts.*.address":{"type":"array","example":[],"required":false,"description":"Array of the primary contact's address details"},"business_details.business_accountant_address":{"type":"array","example":[],"required":false,"description":"Array of the accountant's address details"},"business_details.business_registered_address":{"type":"array","example":[],"required":false,"description":"Array of business registered address details"},"business_details.business_auditor_address.name":{"type":"string","example":"Work Address","required":false,"description":"Name of the address"},"business_details.business_auditor_address.uuid":{"type":"string","example":"6ecae126-390e-45ad-be0d-636d5b5aea5d","required":true,"description":"The uuid of the auditor's address."},"business_details.business_legal_adviser_address":{"type":"array","example":[],"required":false,"description":"Array of the legal adviser's address details"},"business_details.business_auditor_address.county":{"type":"string","example":"Hampshire","required":false,"description":"County"},"business_details.primary_contacts.*.address.name":{"type":"string","example":"Work Address","required":false,"description":"Name of the address"},"business_details.primary_contacts.*.address.uuid":{"type":"string","example":"836d8415-8f36-4eba-9e56-556d01c30de5","required":true,"description":"The uuid of the primary contact's address."},"business_details.business_accountant_address.name":{"type":"string","example":"Work Address","required":false,"description":"Name of the address"},"business_details.business_accountant_address.uuid":{"type":"string","example":"30f74aea-b4c4-4a37-8617-026260c00258","required":true,"description":"The uuid of the accountant's address."},"business_details.business_auditor_address.country":{"type":"string","example":"United Kingdom","required":false,"description":"Country"},"business_details.business_registered_address.name":{"type":"string","example":"Work Address","required":false,"description":"Name of the address"},"business_details.business_registered_address.uuid":{"type":"string","example":"d40c7068-3f33-48b0-a22f-11af2cb099e0","required":true,"description":"The uuid of the registered address."},"business_details.business_auditor_address.postcode":{"type":"string","example":"PO7 7YH","required":false,"description":"Postcode"},"business_details.primary_contacts.*.address.county":{"type":"string","example":"Hampshire","required":false,"description":"County"},"business_details.business_accountant_address.county":{"type":"string","example":"Hampshire","required":false,"description":"County"},"business_details.business_auditor_address.address_1":{"type":"string","example":"Suite E","required":true,"description":"First line of the address"},"business_details.business_auditor_address.address_2":{"type":"string","example":"5 The Briars","required":false,"description":"Second line of the address"},"business_details.business_auditor_address.address_3":{"type":"string","example":"Waterberry Drive","required":false,"description":"Third line of the address"},"business_details.business_auditor_address.address_4":{"type":"string","example":"The Innovative Centre","required":false,"description":"Fourth line of the address"},"business_details.business_auditor_address.town_city":{"type":"string","example":"Waterlooville","required":false,"description":"Town/City"},"business_details.business_registered_address.county":{"type":"string","example":"Hampshire","required":false,"description":"County"},"business_details.primary_contacts.*.address.country":{"type":"string","example":"United Kingdom","required":false,"description":"Country"},"business_details.business_accountant_address.country":{"type":"string","example":"United Kingdom","required":false,"description":"Country"},"business_details.business_legal_adviser_address.name":{"type":"string","example":"Work Address","required":false,"description":"Name of the address"},"business_details.business_legal_adviser_address.uuid":{"type":"string","example":"a7e6b982-cda4-44c4-81a1-b62b8b36b5ba","required":true,"description":"The uuid of the legal adviser's address."},"business_details.business_registered_address.country":{"type":"string","example":"United Kingdom","required":false,"description":"Country"},"business_details.primary_contacts.*.address.postcode":{"type":"string","example":"PO7 7YH","required":false,"description":"Postcode"},"business_details.business_accountant_address.postcode":{"type":"string","example":"PO7 7YH","required":false,"description":"Postcode"},"business_details.business_registered_address.postcode":{"type":"string","example":"PO7 7YH","required":false,"description":"Postcode"},"business_details.primary_contacts.*.address.address_1":{"type":"string","example":"Suite E","required":true,"description":"First line of the address"},"business_details.primary_contacts.*.address.address_2":{"type":"string","example":"5 The Briars","required":false,"description":"Second line of the address"},"business_details.primary_contacts.*.address.address_3":{"type":"string","example":"Waterberry Drive","required":false,"description":"Third line of the address"},"business_details.primary_contacts.*.address.address_4":{"type":"string","example":"The Innovative Centre","required":false,"description":"Fourth line of the address"},"business_details.primary_contacts.*.address.town_city":{"type":"string","example":"Waterlooville","required":false,"description":"Town/City"},"business_details.business_accountant_address.address_1":{"type":"string","example":"Suite E","required":true,"description":"First line of the address"},"business_details.business_accountant_address.address_2":{"type":"string","example":"5 The Briars","required":false,"description":"Second line of the address"},"business_details.business_accountant_address.address_3":{"type":"string","example":"Waterberry Drive","required":false,"description":"Third line of the address"},"business_details.business_accountant_address.address_4":{"type":"string","example":"The Innovative Centre","required":false,"description":"Fourth line of the address"},"business_details.business_accountant_address.town_city":{"type":"string","example":"Waterlooville","required":false,"description":"Town/City"},"business_details.business_legal_adviser_address.county":{"type":"string","example":"Hampshire","required":false,"description":"County"},"business_details.business_registered_address.address_1":{"type":"string","example":"Suite E","required":true,"description":"First line of the address"},"business_details.business_registered_address.address_2":{"type":"string","example":"5 The Briars","required":false,"description":"Second line of the address"},"business_details.business_registered_address.address_3":{"type":"string","example":"Waterberry Drive","required":false,"description":"Third line of the address"},"business_details.business_registered_address.address_4":{"type":"string","example":"The Innovative Centre","required":false,"description":"Fourth line of the address"},"business_details.business_registered_address.town_city":{"type":"string","example":"Waterlooville","required":false,"description":"Town/City"},"business_details.business_legal_adviser_address.country":{"type":"string","example":"United Kingdom","required":false,"description":"Country"},"business_details.business_legal_adviser_address.postcode":{"type":"string","example":"PO7 7YH","required":false,"description":"Postcode"},"business_details.business_legal_adviser_address.address_1":{"type":"string","example":"Suite E","required":true,"description":"First line of the address"},"business_details.business_legal_adviser_address.address_2":{"type":"string","example":"5 The Briars","required":false,"description":"Second line of the address"},"business_details.business_legal_adviser_address.address_3":{"type":"string","example":"Waterberry Drive","required":false,"description":"Third line of the address"},"business_details.business_legal_adviser_address.address_4":{"type":"string","example":"The Innovative Centre","required":false,"description":"Fourth line of the address"},"business_details.business_legal_adviser_address.town_city":{"type":"string","example":"Waterlooville","required":false,"description":"Town/City"}}],"Employee":[{"role":{"type":"string","example":"owner","required":false,"description":"The role of the employee."},"email":{"type":"string","example":"gareth.thompson@plannrcrm.com","required":false,"description":"The email of the employee. Required when with_login is present."},"groups":{"type":"array","example":["1daa56c1-c7c3-4fc0-8a0e-fbc0acdd5d16","8c2e1bdb-cfc9-415e-ab21-87e71deb272b"],"required":false,"description":"Group UUIDs to sync employee to. Null can be provided to clear an employees groups"},"last_name":{"type":"string","example":"Thompson","required":false,"description":"The last name of the employee."},"first_name":{"type":"string","example":"Gareth","required":false,"description":"The first name of the employee."},"advice_type":{"type":"string","example":"independent","required":false,"description":"Employee's RMAR advice type"},"departments":{"type":"array","example":["paraplanner","adviser"],"required":false,"description":"The departments the employee is part of"},"inactive_at":{"type":"date","example":"2025-10-08","required":false,"description":"Inactive from date"},"adviser_split_uuid":{"type":"string","example":"4c18f2c4-8420-4324-8555-84e201f7ad99","required":false,"description":"Adviser split"},"meeting_booking_url":{"type":"string","example":"https://calendly.com/gareth-codepotato","required":false,"description":"Employee's meeting booking URL"},"assigned_adviser_uuid":{"type":"string","example":"ef785789-ba50-4df7-9937-f4224a522822","required":false,"description":"The uuid of the senior employee that the employee directly reports to"}}],"Introducer":[{"title":{"type":"string","example":"Mr","required":false,"description":"Title"},"groups":{"type":"array","example":["a41da085-aa85-461f-965a-6c125eed577d","8139d89c-3f2a-498d-96f8-be529d0145fd"],"required":false,"description":"Group UUIDs to sync introducer to. Null can be provided to clear an introducers groups"},"last_name":{"type":"string","example":"Stanton","required":false,"description":"Last name"},"first_name":{"type":"string","example":"Patrick","required":false,"description":"First name"},"entity_name":{"type":"string","example":"PatrickCo","required":false,"description":"Entity/business name"},"inactive_at":{"type":"date","example":"2025-10-08","required":false,"description":"Inactive from date"},"assigned_adviser_uuid":{"type":"string","example":"6ce16394-1ee0-44d3-8d35-663750ce6b47","required":false,"description":"UUID of the account that this account reports to"},"charge_split_schema_uuid":{"type":"string","example":"d2e506f3-0a3d-4f47-9469-f5c7b03ea820","required":false,"description":"Charge split schema that is always used when adding a charge split for this introducer"}}]}'
Request examples
{
"Client": [
{
"title": {
"type": "string",
"example": "Mr",
"required": false,
"description": "Title"
},
"value": {
"type": "integer",
"example": 500000,
"required": false,
"description": "The value of the client in penny format. E.g £5,000 would be 500000."
},
"gender": {
"type": "string",
"example": "Male",
"required": false,
"description": "Gender. Possible values are: male, female, non-binary, transgender, intersex, other and unknown"
},
"groups": {
"type": "array",
"example": [
"73ebc69d-71df-4e1c-8573-082db87ca72d",
"8654f4d0-e8ce-49fa-a859-8bc4f5207737"
],
"required": false,
"description": "Group UUIDs to sync client to. Null can be provided to clear a clients groups."
},
"height": {
"type": "integer",
"example": 186,
"required": false,
"description": "The height of the client in centimeters."
},
"weight": {
"type": "integer",
"example": 220,
"required": false,
"description": "The weight of the client in pounds."
},
"circles": {
"type": "array",
"example": [
{
"uuid": null,
"login_access_level": "write"
}
],
"required": false,
"description": "Circles to associate the client to on update with a login access level that controls what the client would see if they have a login. Available login_access_level values: read and write"
},
"has_will": {
"type": "boolean",
"example": true,
"required": false,
"description": "Whether the client has a will or not."
},
"nickname": {
"type": "string",
"example": "Garth",
"required": false,
"description": "preferred nickname of the client"
},
"pronouns": {
"type": "string",
"example": "he/him",
"required": false,
"description": "Pronouns"
},
"last_name": {
"type": "string",
"example": "Thompson",
"required": false,
"description": "Last name"
},
"ni_number": {
"type": "string",
"example": "AB 12 34 56 C",
"required": false,
"description": "National Insurance Number"
},
"first_name": {
"type": "string",
"example": "Gareth",
"required": false,
"description": "First name"
},
"gift_notes": {
"type": "string",
"example": "Notes on the gifts.",
"required": false,
"description": "Notes on the gifts."
},
"will_notes": {
"type": "string",
"example": "Notes on the client's will.",
"required": false,
"description": "Notes on the client's will."
},
"deceased_at": {
"type": "date",
"example": "2025-10-08",
"required": false,
"description": "Date of death"
},
"entity_name": {
"type": "string",
"example": "Plannr Ltd",
"required": false,
"description": "Entity name for shared account types"
},
"inactive_at": {
"type": "date",
"example": "2025-10-08",
"required": false,
"description": "Inactive from date"
},
"is_deceased": {
"type": "boolean",
"example": false,
"required": false,
"description": "Denotes if the client is deceased"
},
"is_prospect": {
"type": "boolean",
"example": false,
"required": false,
"description": "Denotes if the client is a prospect or not."
},
"lead_source": {
"type": "string",
"example": "LeadGen Company",
"required": false,
"description": "Marks the lead source of the client"
},
"maiden_name": {
"type": "string",
"example": "Thompson",
"required": false,
"description": "Maiden name."
},
"middle_name": {
"type": "string",
"example": "Alex",
"required": false,
"description": "Middle name."
},
"status_uuid": {
"type": "string",
"example": "1272e21f-c220-4a34-ba8d-45782962f93b",
"required": false,
"description": "The status of the client."
},
"do_not_visit": {
"type": "boolean",
"example": false,
"required": false,
"description": "Denotes if the client can be visited"
},
"health_notes": {
"type": "string",
"example": "Notes on the client's health.",
"required": false,
"description": "Notes on the client's health."
},
"smoker_since": {
"type": "date",
"example": "2015-10-08",
"required": false,
"description": "The date of when the client started smoking."
},
"date_of_birth": {
"type": "date",
"example": "1975-10-08",
"required": false,
"description": "Date of birth"
},
"do_not_market": {
"type": "boolean",
"example": false,
"required": false,
"description": "Denotes if the client can be visited"
},
"is_vulnerable": {
"type": "string",
"example": "possibly",
"required": false,
"description": "whether the client is vulnerable. Possible values are: \"yes\", \"no\", and \"possibly\""
},
"nationalities": {
"type": "array",
"example": [
"British",
"Romanian"
],
"required": false,
"description": "Nationalities of the client. You can use the api/v1/static/nationalities endpoint to get our list."
},
"pension_notes": {
"type": "string",
"example": "",
"required": false,
"description": "Notes on the pension"
},
"smoker_status": {
"type": "string",
"example": "non-smoker",
"required": false,
"description": "Smoker Status. Possible values are: smoker, non-smoker, vaper, ex-smoker, never-smoked, unknown"
},
"will_location": {
"type": "string",
"example": "",
"required": false,
"description": "Where is the will stored?"
},
"write_to_whom": {
"type": "string",
"example": "Gareth",
"required": false,
"description": "Marks the name of the client to write to"
},
"is_uk_domicile": {
"type": "boolean",
"example": true,
"required": false,
"description": "Whether the client is a UK domicile or not."
},
"is_uk_resident": {
"type": "boolean",
"example": true,
"required": false,
"description": "Whether the client is a UK resident or not."
},
"marital_status": {
"type": "string",
"example": "married",
"required": false,
"description": "Marital status. Possible values are: single, cohabiting, married, divorced, civil-partnership, dissolved-civil-partnership, widowed, separated, engaged, in-relationship, other, unknown"
},
"will_executors": {
"type": "string",
"example": "",
"required": false,
"description": "Who are the executors?"
},
"passport_number": {
"type": "string",
"example": "123456",
"required": false,
"description": "The passport number of the client"
},
"business_details": {
"type": "array",
"example": [],
"required": false,
"description": "Array of business details"
},
"cigarettes_daily": {
"type": "integer",
"example": 6,
"required": false,
"description": "The amount of cigarettes the client smokes a day."
},
"date_of_forecast": {
"type": "date",
"example": "2025-10-08T10:40:14+01:00",
"required": false,
"description": "What is the date of the obtained forecast"
},
"date_of_marriage": {
"type": "date",
"example": "2025-10-08",
"required": false,
"description": "Date of marriage"
},
"has_iht_planning": {
"type": "boolean",
"example": true,
"required": false,
"description": "Whether the client has Inheritance Tax (IHT) planning or not."
},
"is_will_accurate": {
"type": "boolean",
"example": true,
"required": false,
"description": "Does your current will reflect your wishes?"
},
"next_review_date": {
"type": "date",
"example": "2025-11-08",
"required": false,
"description": "Date of next review"
},
"will_poa_details": {
"type": "string",
"example": "",
"required": false,
"description": "Who are the Attorney’s?"
},
"has_gifted_family": {
"type": "boolean",
"example": true,
"required": false,
"description": "Whether the client has gifted the family."
},
"client_preferences": {
"type": "string",
"example": "Prefers telephone calls in the morning.",
"required": false,
"description": "Any client preferences."
},
"first_contact_date": {
"type": "date",
"example": "2025-09-08",
"required": false,
"description": "The date of the first contact."
},
"iht_planning_notes": {
"type": "string",
"example": "Notes on the client's Inheritance Tax (IHT) planning.",
"required": false,
"description": "Notes on the client's Inheritance Tax (IHT) planning."
},
"introduced_by_uuid": {
"type": "string",
"example": "c62cf06a-4267-442d-a3ca-8421f59823df",
"required": false,
"description": "The UUID of the introducer for this client"
},
"primary_email_uuid": {
"type": "string",
"example": "570954f4-a879-460f-ba51-f006b73fec64",
"required": false,
"description": "uuid of the primary email contact detail"
},
"residential_status": {
"type": "string",
"example": "settled",
"required": false,
"description": "Residential status"
},
"will_gifts_details": {
"type": "string",
"example": "",
"required": false,
"description": "Notes of gifts"
},
"will_last_reviewed": {
"type": "date",
"example": "2025-10-08",
"required": false,
"description": "The date of the last time the will's been reviewed."
},
"third_party_offered": {
"type": "boolean",
"example": true,
"required": false,
"description": "Whether the client has been offered any third party."
},
"checked_sanctions_at": {
"type": "date",
"example": "2025-10-08",
"required": false,
"description": "Date the client was checked for sanctions"
},
"country_of_residence": {
"type": "string",
"example": "United Kingdom",
"required": false,
"description": "Country of residence"
},
"long_term_care_notes": {
"type": "string",
"example": "Notes on the client's long term care.",
"required": false,
"description": "Notes on the client's long term care."
},
"previous_review_date": {
"type": "date",
"example": "2025-09-08",
"required": false,
"description": "Date of previous review"
},
"primary_address_uuid": {
"type": "string",
"example": "dca30624-f6e5-4428-8409-2806851e2c80",
"required": false,
"description": "uuid of the primary address"
},
"procedure_adaptation": {
"type": "boolean",
"example": false,
"required": false,
"description": "Whether any procedures need to be adapted to the client."
},
"state_retirement_age": {
"type": "integer",
"example": 60,
"required": false,
"description": "The state retirement age."
},
"will_bequests_detail": {
"type": "string",
"example": "",
"required": false,
"description": "Details of any Bequests"
},
"assigned_adviser_uuid": {
"type": "string",
"example": "8788e6f2-5866-44ce-9243-c7a3dc4cd8a0",
"required": false,
"description": "The UUID of the employee that the client directly reports to"
},
"business_details.type": {
"type": "string",
"example": "Public Limited Company",
"required": false,
"description": "The type of business."
},
"has_power_of_attorney": {
"type": "boolean",
"example": true,
"required": false,
"description": "Whether the client has power of attorney."
},
"is_married_to_partner": {
"type": "boolean",
"example": true,
"required": false,
"description": "Denotes if the client is married to their partner"
},
"long_term_care_needed": {
"type": "boolean",
"example": false,
"required": false,
"description": "Whether the client required long term care."
},
"prospect_converted_at": {
"type": "date",
"example": "2025-10-08T10:40:14+01:00",
"required": false,
"description": "The datetime when the prospect was converted into a client."
},
"target_retirement_age": {
"type": "integer",
"example": 60,
"required": false,
"description": "Targest retirement age."
},
"vulnerability_details": {
"type": "string",
"example": "No vulnerabilities",
"required": false,
"description": "Any details regarding the client's vulnerabilities."
},
"adaption_details_notes": {
"type": "boolean",
"example": "Adaptation notes",
"required": false,
"description": "Any notes regarding adaptations"
},
"do_not_contact_via_fax": {
"type": "boolean",
"example": false,
"required": false,
"description": "Denotes if the client can be contacted via fax"
},
"do_not_contact_via_sms": {
"type": "boolean",
"example": false,
"required": false,
"description": "Denotes if the client can be contacted via SMS"
},
"anniversary_review_date": {
"type": "date",
"example": "2025-10-08",
"required": false,
"description": "Anniversary review date"
},
"business_details.nature": {
"type": "string",
"example": "Construction",
"required": false,
"description": "The nature of the business"
},
"business_details.status": {
"type": "string",
"example": "Insolvent",
"required": false,
"description": "The status of the business."
},
"current_life_stage_uuid": {
"type": "string",
"example": "20e33592-925f-4c1e-867d-fa0b5598bc3f",
"required": false,
"description": "The clients current life stage for expenditure."
},
"current_state_of_health": {
"type": "string",
"example": "Fit and healthy",
"required": false,
"description": "The client's current state of health."
},
"do_not_contact_via_mail": {
"type": "boolean",
"example": false,
"required": false,
"description": "Denotes if the client can be contacted via mail"
},
"expected_retirement_age": {
"type": "integer",
"example": 60,
"required": false,
"description": "The expected retirement age."
},
"has_obtained_a_forecast": {
"type": "boolean",
"example": true,
"required": false,
"description": "Have you recently obtained a forecast"
},
"power_of_attorney_notes": {
"type": "string",
"example": "Notes on the client's power of attorney.",
"required": false,
"description": "Notes on the client's power of attorney."
},
"projected_state_pension": {
"type": "integer",
"example": 50000,
"required": false,
"description": "What is the projected State Pension"
},
"units_of_alcohol_weekly": {
"type": "integer",
"example": 28,
"required": false,
"description": "The units of alcohol digested weekly."
},
"do_not_contact_via_email": {
"type": "boolean",
"example": false,
"required": false,
"description": "Denotes if the client can be contacted via email"
},
"assigned_paraplanner_uuid": {
"type": "string",
"example": "631f534c-e5c0-4ce8-aa4c-3d2c5d3295dd",
"required": false,
"description": "The UUID of the paraplanner employee that the client has been assigned"
},
"poa_attorney_appointed_at": {
"type": "date",
"example": "2025-10-08T00:00:00+01:00",
"required": false,
"description": "When were the Attorney’s appointed?"
},
"primary_phone_number_uuid": {
"type": "string",
"example": "911f57a1-05f9-4c70-9412-07fc08c918eb",
"required": false,
"description": "uuid of the primary phone number contact detail"
},
"assigned_administrator_uuid": {
"type": "string",
"example": "44875e71-807c-4087-9ca6-7bcebd8a97fe",
"required": false,
"description": "The UUID of the adviser employee that the client has been assigned"
},
"business_details.vat_number": {
"type": "string",
"example": "12345",
"required": false,
"description": "The VAT number of the business"
},
"is_anticipating_inheritance": {
"type": "boolean",
"example": true,
"required": false,
"description": "Whether the client is anticipating/ expecting any inheritance."
},
"state_of_health_explanation": {
"type": "string",
"example": "Explanation of the current state of health.",
"required": false,
"description": "Explanation of the current state of health."
},
"are_poa_documents_registered": {
"type": "boolean",
"example": true,
"required": false,
"description": "Are the documents registered?"
},
"business_details.uk_sic_code": {
"type": "string",
"example": "12345",
"required": false,
"description": "The uk SIC code of the business"
},
"do_not_contact_via_telephone": {
"type": "boolean",
"example": false,
"required": false,
"description": "Denotes if the client can be contacted via telephone"
},
"is_poa_registered_epa_or_lpa": {
"type": "string",
"example": "epa",
"required": false,
"description": "Is the Power of Attorney Registered as a EPA or LPA"
},
"business_details.auditor_name": {
"type": "string",
"example": "Andy Audit",
"required": false,
"description": "The name of the auditor used by the business"
},
"business_details.firm_website": {
"type": "string",
"example": "www.google.com",
"required": false,
"description": "The website of the business"
},
"business_details.year_end_day": {
"type": "integer",
"example": 11,
"required": false,
"description": "The day of the month the business uses for their year end date"
},
"anticipating_inheritance_notes": {
"type": "string",
"example": "Notes on the client's inheritance anticipation/ expectations.",
"required": false,
"description": "Notes on the client's inheritance anticipation/ expectations."
},
"business_details.type_comments": {
"type": "string",
"example": "They became a Public Limited Company after May 2025",
"required": false,
"description": "The type of business."
},
"business_details.business_value": {
"type": "integer",
"example": 45000000,
"required": false,
"description": "The value of the business"
},
"business_details.employee_count": {
"type": "integer",
"example": 30,
"required": false,
"description": "The number of employees the business has"
},
"business_details.year_end_month": {
"type": "integer",
"example": 7,
"required": false,
"description": "The month the business uses for their year end date"
},
"business_details.accountant_name": {
"type": "string",
"example": "Andy Accountant",
"required": false,
"description": "The name of the accountant used by the business"
},
"business_details.incorporated_on": {
"type": "date",
"example": "2025-10-08",
"required": false,
"description": "The Date the business was incorporated on"
},
"business_details.status_comments": {
"type": "string",
"example": "This was due to an accounting error",
"required": false,
"description": "The comments related to the status of the business."
},
"last_used_nicotine_products_date": {
"type": "date",
"example": "2024-10-08",
"required": false,
"description": "The date of the last time the client used nicotine products."
},
"business_details.primary_contacts": {
"type": "array",
"example": [],
"required": true,
"description": "Array of the business's primary contacts"
},
"business_details.is_registered_vat": {
"type": "boolean",
"example": false,
"required": false,
"description": "Denotes if the business is registered for VAT"
},
"business_details.accountant_company": {
"type": "string",
"example": "Accurate Accounting",
"required": false,
"description": "The name of the accounting firm used by the business"
},
"business_details.legal_adviser_name": {
"type": "string",
"example": "Lenny Legal",
"required": false,
"description": "The name of the legal adviser used by the business"
},
"is_in_receipt_of_your_state_pension": {
"type": "boolean",
"example": true,
"required": false,
"description": "Are you in receipt of your State Pension"
},
"are_poa_appointed_for_health_or_wealth": {
"type": "string",
"example": "health",
"required": false,
"description": "Are the Attorneys appointed for Health, Wealth or Both?"
},
"business_details.companies_house_number": {
"type": "string",
"example": "OC999999",
"required": false,
"description": "The companies house number of the business"
},
"business_details.data_protection_officer": {
"type": "string",
"example": "Dave Data",
"required": false,
"description": "The name of the data protection officer used by the business"
},
"business_details.primary_contacts.*.name": {
"type": "string",
"example": "Jane Doe",
"required": true,
"description": "Name of the primary contact"
},
"business_details.primary_contacts.*.uuid": {
"type": "string",
"example": "e95f57cd-74c1-4ae4-843d-68a395aa0ebd",
"required": false,
"description": "The uuid of the primary contact."
},
"business_details.business_auditor_address": {
"type": "array",
"example": [],
"required": false,
"description": "Array of the auditor's address details"
},
"business_details.primary_contacts.*.email": {
"type": "string",
"example": "janedoe@primarycontact.com",
"required": true,
"description": "Email of the primary contact"
},
"years_of_national_insurance_contributions": {
"type": "integer",
"example": 5,
"required": false,
"description": "How many years have you made Nation Insurance Contributions"
},
"business_details.self_employed_staff_count": {
"type": "integer",
"example": 30,
"required": false,
"description": "The number of self employed staff the business has"
},
"business_details.primary_contacts.*.address": {
"type": "array",
"example": [],
"required": false,
"description": "Array of the primary contact's address details"
},
"business_details.business_accountant_address": {
"type": "array",
"example": [],
"required": false,
"description": "Array of the accountant's address details"
},
"business_details.business_registered_address": {
"type": "array",
"example": [],
"required": false,
"description": "Array of business registered address details"
},
"business_details.business_auditor_address.name": {
"type": "string",
"example": "Work Address",
"required": false,
"description": "Name of the address"
},
"business_details.business_auditor_address.uuid": {
"type": "string",
"example": "6ecae126-390e-45ad-be0d-636d5b5aea5d",
"required": true,
"description": "The uuid of the auditor's address."
},
"business_details.business_legal_adviser_address": {
"type": "array",
"example": [],
"required": false,
"description": "Array of the legal adviser's address details"
},
"business_details.business_auditor_address.county": {
"type": "string",
"example": "Hampshire",
"required": false,
"description": "County"
},
"business_details.primary_contacts.*.address.name": {
"type": "string",
"example": "Work Address",
"required": false,
"description": "Name of the address"
},
"business_details.primary_contacts.*.address.uuid": {
"type": "string",
"example": "836d8415-8f36-4eba-9e56-556d01c30de5",
"required": true,
"description": "The uuid of the primary contact's address."
},
"business_details.business_accountant_address.name": {
"type": "string",
"example": "Work Address",
"required": false,
"description": "Name of the address"
},
"business_details.business_accountant_address.uuid": {
"type": "string",
"example": "30f74aea-b4c4-4a37-8617-026260c00258",
"required": true,
"description": "The uuid of the accountant's address."
},
"business_details.business_auditor_address.country": {
"type": "string",
"example": "United Kingdom",
"required": false,
"description": "Country"
},
"business_details.business_registered_address.name": {
"type": "string",
"example": "Work Address",
"required": false,
"description": "Name of the address"
},
"business_details.business_registered_address.uuid": {
"type": "string",
"example": "d40c7068-3f33-48b0-a22f-11af2cb099e0",
"required": true,
"description": "The uuid of the registered address."
},
"business_details.business_auditor_address.postcode": {
"type": "string",
"example": "PO7 7YH",
"required": false,
"description": "Postcode"
},
"business_details.primary_contacts.*.address.county": {
"type": "string",
"example": "Hampshire",
"required": false,
"description": "County"
},
"business_details.business_accountant_address.county": {
"type": "string",
"example": "Hampshire",
"required": false,
"description": "County"
},
"business_details.business_auditor_address.address_1": {
"type": "string",
"example": "Suite E",
"required": true,
"description": "First line of the address"
},
"business_details.business_auditor_address.address_2": {
"type": "string",
"example": "5 The Briars",
"required": false,
"description": "Second line of the address"
},
"business_details.business_auditor_address.address_3": {
"type": "string",
"example": "Waterberry Drive",
"required": false,
"description": "Third line of the address"
},
"business_details.business_auditor_address.address_4": {
"type": "string",
"example": "The Innovative Centre",
"required": false,
"description": "Fourth line of the address"
},
"business_details.business_auditor_address.town_city": {
"type": "string",
"example": "Waterlooville",
"required": false,
"description": "Town/City"
},
"business_details.business_registered_address.county": {
"type": "string",
"example": "Hampshire",
"required": false,
"description": "County"
},
"business_details.primary_contacts.*.address.country": {
"type": "string",
"example": "United Kingdom",
"required": false,
"description": "Country"
},
"business_details.business_accountant_address.country": {
"type": "string",
"example": "United Kingdom",
"required": false,
"description": "Country"
},
"business_details.business_legal_adviser_address.name": {
"type": "string",
"example": "Work Address",
"required": false,
"description": "Name of the address"
},
"business_details.business_legal_adviser_address.uuid": {
"type": "string",
"example": "a7e6b982-cda4-44c4-81a1-b62b8b36b5ba",
"required": true,
"description": "The uuid of the legal adviser's address."
},
"business_details.business_registered_address.country": {
"type": "string",
"example": "United Kingdom",
"required": false,
"description": "Country"
},
"business_details.primary_contacts.*.address.postcode": {
"type": "string",
"example": "PO7 7YH",
"required": false,
"description": "Postcode"
},
"business_details.business_accountant_address.postcode": {
"type": "string",
"example": "PO7 7YH",
"required": false,
"description": "Postcode"
},
"business_details.business_registered_address.postcode": {
"type": "string",
"example": "PO7 7YH",
"required": false,
"description": "Postcode"
},
"business_details.primary_contacts.*.address.address_1": {
"type": "string",
"example": "Suite E",
"required": true,
"description": "First line of the address"
},
"business_details.primary_contacts.*.address.address_2": {
"type": "string",
"example": "5 The Briars",
"required": false,
"description": "Second line of the address"
},
"business_details.primary_contacts.*.address.address_3": {
"type": "string",
"example": "Waterberry Drive",
"required": false,
"description": "Third line of the address"
},
"business_details.primary_contacts.*.address.address_4": {
"type": "string",
"example": "The Innovative Centre",
"required": false,
"description": "Fourth line of the address"
},
"business_details.primary_contacts.*.address.town_city": {
"type": "string",
"example": "Waterlooville",
"required": false,
"description": "Town/City"
},
"business_details.business_accountant_address.address_1": {
"type": "string",
"example": "Suite E",
"required": true,
"description": "First line of the address"
},
"business_details.business_accountant_address.address_2": {
"type": "string",
"example": "5 The Briars",
"required": false,
"description": "Second line of the address"
},
"business_details.business_accountant_address.address_3": {
"type": "string",
"example": "Waterberry Drive",
"required": false,
"description": "Third line of the address"
},
"business_details.business_accountant_address.address_4": {
"type": "string",
"example": "The Innovative Centre",
"required": false,
"description": "Fourth line of the address"
},
"business_details.business_accountant_address.town_city": {
"type": "string",
"example": "Waterlooville",
"required": false,
"description": "Town/City"
},
"business_details.business_legal_adviser_address.county": {
"type": "string",
"example": "Hampshire",
"required": false,
"description": "County"
},
"business_details.business_registered_address.address_1": {
"type": "string",
"example": "Suite E",
"required": true,
"description": "First line of the address"
},
"business_details.business_registered_address.address_2": {
"type": "string",
"example": "5 The Briars",
"required": false,
"description": "Second line of the address"
},
"business_details.business_registered_address.address_3": {
"type": "string",
"example": "Waterberry Drive",
"required": false,
"description": "Third line of the address"
},
"business_details.business_registered_address.address_4": {
"type": "string",
"example": "The Innovative Centre",
"required": false,
"description": "Fourth line of the address"
},
"business_details.business_registered_address.town_city": {
"type": "string",
"example": "Waterlooville",
"required": false,
"description": "Town/City"
},
"business_details.business_legal_adviser_address.country": {
"type": "string",
"example": "United Kingdom",
"required": false,
"description": "Country"
},
"business_details.business_legal_adviser_address.postcode": {
"type": "string",
"example": "PO7 7YH",
"required": false,
"description": "Postcode"
},
"business_details.business_legal_adviser_address.address_1": {
"type": "string",
"example": "Suite E",
"required": true,
"description": "First line of the address"
},
"business_details.business_legal_adviser_address.address_2": {
"type": "string",
"example": "5 The Briars",
"required": false,
"description": "Second line of the address"
},
"business_details.business_legal_adviser_address.address_3": {
"type": "string",
"example": "Waterberry Drive",
"required": false,
"description": "Third line of the address"
},
"business_details.business_legal_adviser_address.address_4": {
"type": "string",
"example": "The Innovative Centre",
"required": false,
"description": "Fourth line of the address"
},
"business_details.business_legal_adviser_address.town_city": {
"type": "string",
"example": "Waterlooville",
"required": false,
"description": "Town/City"
}
}
],
"Employee": [
{
"role": {
"type": "string",
"example": "owner",
"required": false,
"description": "The role of the employee."
},
"email": {
"type": "string",
"example": "gareth.thompson@plannrcrm.com",
"required": false,
"description": "The email of the employee. Required when with_login is present."
},
"groups": {
"type": "array",
"example": [
"1daa56c1-c7c3-4fc0-8a0e-fbc0acdd5d16",
"8c2e1bdb-cfc9-415e-ab21-87e71deb272b"
],
"required": false,
"description": "Group UUIDs to sync employee to. Null can be provided to clear an employees groups"
},
"last_name": {
"type": "string",
"example": "Thompson",
"required": false,
"description": "The last name of the employee."
},
"first_name": {
"type": "string",
"example": "Gareth",
"required": false,
"description": "The first name of the employee."
},
"advice_type": {
"type": "string",
"example": "independent",
"required": false,
"description": "Employee's RMAR advice type"
},
"departments": {
"type": "array",
"example": [
"paraplanner",
"adviser"
],
"required": false,
"description": "The departments the employee is part of"
},
"inactive_at": {
"type": "date",
"example": "2025-10-08",
"required": false,
"description": "Inactive from date"
},
"adviser_split_uuid": {
"type": "string",
"example": "4c18f2c4-8420-4324-8555-84e201f7ad99",
"required": false,
"description": "Adviser split"
},
"meeting_booking_url": {
"type": "string",
"example": "https://calendly.com/gareth-codepotato",
"required": false,
"description": "Employee's meeting booking URL"
},
"assigned_adviser_uuid": {
"type": "string",
"example": "ef785789-ba50-4df7-9937-f4224a522822",
"required": false,
"description": "The uuid of the senior employee that the employee directly reports to"
}
}
],
"Introducer": [
{
"title": {
"type": "string",
"example": "Mr",
"required": false,
"description": "Title"
},
"groups": {
"type": "array",
"example": [
"a41da085-aa85-461f-965a-6c125eed577d",
"8139d89c-3f2a-498d-96f8-be529d0145fd"
],
"required": false,
"description": "Group UUIDs to sync introducer to. Null can be provided to clear an introducers groups"
},
"last_name": {
"type": "string",
"example": "Stanton",
"required": false,
"description": "Last name"
},
"first_name": {
"type": "string",
"example": "Patrick",
"required": false,
"description": "First name"
},
"entity_name": {
"type": "string",
"example": "PatrickCo",
"required": false,
"description": "Entity/business name"
},
"inactive_at": {
"type": "date",
"example": "2025-10-08",
"required": false,
"description": "Inactive from date"
},
"assigned_adviser_uuid": {
"type": "string",
"example": "6ce16394-1ee0-44d3-8d35-663750ce6b47",
"required": false,
"description": "UUID of the account that this account reports to"
},
"charge_split_schema_uuid": {
"type": "string",
"example": "d2e506f3-0a3d-4f47-9469-f5c7b03ea820",
"required": false,
"description": "Charge split schema that is always used when adding a charge split for this introducer"
}
}
]
}
Response examples (200)
{
"firm": {
"tax": 17.5,
"logo": "https://api.plannrcrm.com/images/plannr.jpg",
"name": "Codepotato",
"slug": "codepotato",
"uuid": "915623b1-2928-4014-b912-0791f2daaca3",
"county": "Hampshire",
"billing": {
"invoice_email": "gareth@codepotato.co.uk",
"invoice_county": "Hampshire",
"invoice_country": "United Kingdom",
"invoice_postcode": "PO7 7YH",
"invoice_address_1": "Suite E, 5 The Briars",
"invoice_address_2": "Waterberry Drive",
"invoice_town_city": "Waterlooville"
},
"country": "United Kingdom",
"postcode": "PO7 7YH",
"address_1": "Suite E, 5 The Briars",
"address_2": "Waterberry Drive",
"logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
"month_end": 25,
"town_city": "Waterlooville",
"created_at": "2025-10-08T10:40:14+01:00",
"updated_at": "2025-10-08T10:40:14+01:00",
"ip_whitelist": [
"192.168.0.1",
"127.0.0.1"
],
"brand_colours": {
"sidebar_text": "#ffffff",
"sidebar_hover": "#0A0A42",
"email_sub_text": "#ffffff",
"sidebar_accent": "#36367E",
"sidebar_active": "#53DBB8",
"email_background": "#0E0E56",
"email_button_text": "#ffffff",
"portal_background": "#f6f6f6",
"portal_brand_title": "#323b4b",
"sidebar_background": "#0E0E56",
"portal_sidebar_icon": "#828994",
"portal_sidebar_text": "#323b4b",
"portal_sidebar_title": "#11151d",
"sidebar_title_primary": "#FFC634",
"portal_brand_sub_title": "#828994",
"portal_sidebar_divider": "#e3e5e9",
"email_button_background": "#36367E",
"portal_dashboard_bg_one": "#EF4583",
"portal_dashboard_bg_two": "#FFC634",
"sidebar_title_secondary": "#ffffff",
"sidebar_title_background": "#36367E",
"portal_sidebar_icon_hover": "#828994",
"portal_sidebar_text_hover": "#323b4b",
"portal_sidebar_icon_active": "#828994",
"portal_sidebar_text_active": "#323b4b",
"email_logo_background_panel": "#36367E",
"portal_sidebar_button_hover": "#ffffff",
"portal_sidebar_account_email": "#828994",
"portal_sidebar_account_title": "#11151d",
"portal_sidebar_button_active": "#ffffff",
"sidebar_title_secondary_hover": "#ffffff",
"portal_sidebar_collapse_button": "#828994",
"portal_sidebar_user_select_text": "#323B4B",
"portal_sidebar_button_background": "#f6f6f6",
"portal_sidebar_user_select_hover": "transparent",
"portal_sidebar_user_select_border": "#EEEEEE",
"portal_sidebar_collapse_button_hover": "#B3B9C4",
"portal_sidebar_user_select_background": "transparent",
"portal_sidebar_user_select_text_hover": "#323B4B",
"portal_sidebar_user_select_border_hover": "#828994"
},
"is_subscribed": true,
"regulatory_text": "Regulatory text",
"addon_subscriptions": "App\\Http\\Resources\\Addons\\AddonSubscriptionResource",
"statement_frequency": "monthly",
"task_board_template": "App\\Http\\Resources\\Board\\BoardResource",
"keep_deleted_files_for": 30,
"welcome_paragraph_html": "<h1>Welcome.</h1>",
"email_welcome_paragraph_html": "Welcome to Plannr!",
"show_fact_find_illustrations": true
},
"name": "Gareth Thompson",
"role": "client",
"tags": [
{
"name": "Mortgage",
"slug": "mortgage",
"uuid": "02db865d-dac6-4508-a72b-ae6a81a89a66",
"colour": "#ef4582",
"created_at": "2025-10-08T10:40:14+01:00",
"updated_at": "2025-10-08T10:40:14+01:00"
}
],
"type": "client",
"uuid": "fe1c7a81-6d5e-44e1-b9fc-1554f2f8b1da",
"email": "gareth@codepotato.co.uk",
"groups": [
{
"name": "finance",
"slug": "finance",
"uuid": "e2337df7-46a7-47ac-a8d7-86a3eef4a5f3",
"created_at": "2025-10-08T10:40:14+01:00",
"updated_at": "2025-10-08T10:40:14+01:00",
"participants": {
"name": {
"example": "Gareth Thompson",
"description": "Name of the account"
},
"role": {
"example": "client",
"description": "Role of the account"
},
"uuid": {
"example": "a3057b1e-7d88-455e-99da-9cf11edb07d1",
"description": "UUID of the account"
},
"email": {
"example": "gareth@codepotato.co.uk",
"description": "Email of the account"
},
"last_name": {
"example": "Thompson",
"description": "Last name of the account"
},
"first_name": {
"example": "Gareth",
"description": "First name of the account"
}
},
"participants_count": "3"
}
],
"owners": [
{
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "1c8c56c1-9a7d-4c6b-8a1d-4de8d364c854",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-10-08T10:40:14+01:00",
"first_name": "Gareth",
"updated_at": "2025-10-08T10:40:14+01:00",
"with_login": true,
"inactive_at": "2025-10-08",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-10-08T10:40:14+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-10-08T10:40:14+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2025-10-08T10:40:14+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-10-08T10:40:14+01:00"
}
],
"circles": [
{
"name": "Jones Family",
"uuid": "293edc28-9488-4b79-b6fc-687222d5dcaf",
"groups": "App\\Http\\Resources\\GroupResource",
"accounts": "App\\Http\\Resources\\MinimalAccountResource",
"bg_colour": "#35f4e1",
"photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
"created_at": "2025-10-08T10:40:14+01:00",
"updated_at": "2025-10-08T10:40:14+01:00",
"joint_account_uuid": "60d3966a-0158-4884-aaaa-6face3bcd49b",
"login_access_level": "write",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
}
],
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-10-08T10:40:14+01:00",
"first_name": "Gareth",
"updated_at": "2025-10-08T10:40:14+01:00",
"with_login": true,
"inactive_at": "2025-10-08",
"custom_fields": [
{
"name": "Favourite Drink",
"type": "string",
"uuid": "f3a1cb1e-5caf-4d69-8ac5-d74bea959ac2",
"value": "Coffee",
"help_text": "This is the client's favourite drink.",
"reference": "favourite_drink",
"created_at": "2025-10-08T10:40:14+01:00",
"updated_at": "2025-10-08T10:40:14+01:00",
"is_required": false,
"selection_options": [
"Coffee",
"Tea",
"Water"
]
}
],
"introduced_by": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "c6f9ecfa-5450-4a78-8bb6-7d65a2c95ee2",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-10-08T10:40:14+01:00",
"first_name": "Gareth",
"updated_at": "2025-10-08T10:40:14+01:00",
"with_login": true,
"inactive_at": "2025-10-08",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-10-08T10:40:14+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-10-08T10:40:14+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2025-10-08T10:40:14+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-10-08T10:40:14+01:00"
},
"primary_email": {
"name": "Work number",
"type": "phone_number",
"uuid": "63ddce8e-695a-46b3-9a28-c6f5a22b201b",
"value": "+443330903630",
"accounts": "App\\Http\\Resources\\AccountResource",
"created_at": "2025-10-08T10:40:14+01:00",
"updated_at": "2025-10-08T10:40:14+01:00",
"phone_number_meta": {
"country": "GB",
"formatted": "0333 090 3630"
}
},
"can_be_deleted": "false",
"assigned_adviser": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "b3c5b925-7e5f-416e-b6bf-443a610985b9",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-10-08T10:40:14+01:00",
"first_name": "Gareth",
"updated_at": "2025-10-08T10:40:14+01:00",
"with_login": true,
"inactive_at": "2025-10-08",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-10-08T10:40:14+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-10-08T10:40:14+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2025-10-08T10:40:14+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-10-08T10:40:14+01:00"
},
"next_review_date": "2025-10-08T10:40:14+01:00",
"has_joint_account": true,
"current_time_entry": {
"name": "Research",
"uuid": "8cc433e4-dd0c-469e-8c41-58d3720e7c6d",
"account": "App\\Http\\Resources\\MinimalAccountResource",
"end_date": "2025-10-08T10:18:14+01:00",
"is_active": true,
"trackable": "App\\Http\\Resources\\MinimalAccountResource",
"created_at": "2025-10-08T10:40:14+01:00",
"start_date": "2025-10-08T09:50:14+01:00",
"updated_at": "2025-10-08T10:40:14+01:00",
"description": "This is a description.",
"trackable_type": "Client",
"total_time_in_minutes": 28,
"computed_time_elapsed_in_seconds": 1680
},
"first_contact_date": "2025-10-08T10:40:14+01:00",
"external_references": [
{
"uuid": "81a52d8e-80b3-44bb-a6a5-73158323b2bc",
"reference": "AB123456",
"created_at": "2025-10-08T10:40:14+01:00",
"updated_at": "2025-10-08T10:40:14+01:00",
"third_party": "nucleus"
}
],
"assigned_paraplanner": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "af2fdd9e-bb24-4eb5-8653-e28bc4d8bd44",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-10-08T10:40:14+01:00",
"first_name": "Gareth",
"updated_at": "2025-10-08T10:40:14+01:00",
"with_login": true,
"inactive_at": "2025-10-08",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
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"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-10-08T10:40:14+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
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"previous_review_date": "2025-10-08T10:40:14+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
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},
"joint_account_circle": {
"name": "Jones Family",
"uuid": "bf2101ab-053a-419b-8d9f-ad6a0a9f05f0",
"groups": "App\\Http\\Resources\\GroupResource",
"accounts": "App\\Http\\Resources\\MinimalAccountResource",
"bg_colour": "#35f4e1",
"photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
"created_at": "2025-10-08T10:40:14+01:00",
"updated_at": "2025-10-08T10:40:14+01:00",
"joint_account_uuid": "5cf425fa-632f-40f4-85ee-756e6c9e6601",
"login_access_level": "write",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"ownership_percentage": 100,
"previous_review_date": "2025-10-08T10:40:14+01:00",
"primary_phone_number": {
"name": "Work number",
"type": "phone_number",
"uuid": "0980119a-6da9-4404-8198-46de8a225fee",
"value": "+443330903630",
"accounts": "App\\Http\\Resources\\AccountResource",
"created_at": "2025-10-08T10:40:14+01:00",
"updated_at": "2025-10-08T10:40:14+01:00",
"phone_number_meta": {
"country": "GB",
"formatted": "0333 090 3630"
}
},
"assigned_administrator": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "d8b5db20-efee-4bba-aba1-5421d3e23b1c",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-10-08T10:40:14+01:00",
"first_name": "Gareth",
"updated_at": "2025-10-08T10:40:14+01:00",
"with_login": true,
"inactive_at": "2025-10-08",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-10-08T10:40:14+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-10-08T10:40:14+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2025-10-08T10:40:14+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-10-08T10:40:14+01:00"
},
"anniversary_review_date": "2025-10-08T10:40:14+01:00"
}