Update a charge split schema Run in API Explorer

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Allow AI tools and LLMs to interact with the API documentation portal through MCP.

MCP server URL

https://apidocs.plannrcrm.com/mcp

Standard setup for AI tools providing an mcp.json file

mcp.json 
{
  "PlannrCRM MCP server": {
    "url": "https://apidocs.plannrcrm.com/mcp"
  }
}
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PUT /api/v1/charge-split-schema/{chargeSplitSchema_uuid}
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • chargeSplitSchema_uuid string Required
application/json

Body

  • name string

    Introducer split name

  • min_percentage number(float)

    Minimum percentage of overall charge introducer can be entitled to. Required with max_percentage and default_percentage

    Minimum value is 0.0, maximum value is 100.0.

  • max_percentage number(float)

    Maximum percentage of overall charge introducer can be entitled to. Required with max_percentage and default_percentage

    Minimum value is 0.0, maximum value is 100.0.

  • default_percentage number(float)

    Default percentage of overall charge introducer can be entitled to. Must be between minimum and maximum. Required with min_percentage and max_percentage

    Minimum value is 0.0, maximum value is 100.0.

  • percentage_paid_by_firm number(float)

    Percentage of the introducer's cut of the expected amount to be paid by the firm. Required with percentage_paid_by_adviser

    Minimum value is 0.0, maximum value is 100.0.

  • percentage_paid_by_adviser number(float)

    Percentage of the introducer's cut of the expected amount to be paid by the selling adviser. Required with percentage_paid_by_firm

    Minimum value is 0.0, maximum value is 100.0.

  • can_change_transfer_fci boolean

    Whether the value for FCI contributions can be changed. Will only apply to advisers

  • default_transfer_fci boolean

    Default value to whether the introducer will be recognised for FCI contributions. Will only apply to advisers

  • can_change_initial boolean

    Whether the value for initial charges can be changed

  • default_initial boolean

    Default value to whether this charge split schema will be applied to initial charges

  • can_change_ongoing boolean

    Whether the value for ongoing charges can be changed

  • default_ongoing boolean

    Default value to whether this charge split schema will be applied to ongoing charges

  • valid_for_advisers boolean

    Whether this charge split schema can be applied for adviser accounts

  • valid_for_clients boolean

    Whether this charge split schema can be applied for client accounts

  • valid_for_introducers boolean

    Whether this charge split schema can be applied for introducer accounts

  • visible_to_advisers boolean

    Whether this charge split schema is visible to advisers to use

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • uuid string
    • created_at string
    • updated_at string
    • name string
    • min_percentage integer
    • max_percentage integer
    • default_percentage integer
    • percentage_paid_by_firm integer
    • percentage_paid_by_adviser integer
    • can_change_transfer_fci boolean
    • default_transfer_fci boolean
    • can_change_initial boolean
    • default_initial boolean
    • can_change_ongoing boolean
    • default_ongoing boolean
    • valid_for_advisers boolean
    • valid_for_clients boolean
    • valid_for_introducers boolean
    • visible_to_advisers boolean
PUT /api/v1/charge-split-schema/{chargeSplitSchema_uuid} 
curl \
 --request PUT 'https://api.plannrcrm.com/api/v1/charge-split-schema/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"name":"Basic Introducer Rate","min_percentage":20.0,"max_percentage":47.5,"default_percentage":32.0,"percentage_paid_by_firm":20.0,"percentage_paid_by_adviser":20.0,"can_change_transfer_fci":true,"default_transfer_fci":true,"can_change_initial":true,"default_initial":true,"can_change_ongoing":true,"default_ongoing":true,"valid_for_advisers":true,"valid_for_clients":true,"valid_for_introducers":true,"visible_to_advisers":true}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "name": "Basic Introducer Rate",
  "min_percentage": 20.0,
  "max_percentage": 47.5,
  "default_percentage": 32.0,
  "percentage_paid_by_firm": 20.0,
  "percentage_paid_by_adviser": 20.0,
  "can_change_transfer_fci": true,
  "default_transfer_fci": true,
  "can_change_initial": true,
  "default_initial": true,
  "can_change_ongoing": true,
  "default_ongoing": true,
  "valid_for_advisers": true,
  "valid_for_clients": true,
  "valid_for_introducers": true,
  "visible_to_advisers": true
}
Response examples (200) 
[
  {
    "uuid": "d95df0f0-052e-48d4-b4aa-ae40e91c1b64",
    "created_at": "2026-07-17T15:25:30+01:00",
    "updated_at": "2026-07-17T15:25:30+01:00",
    "name": "Basic Introducer Rate",
    "min_percentage": 10,
    "max_percentage": 20,
    "default_percentage": 15,
    "percentage_paid_by_firm": 25,
    "percentage_paid_by_adviser": 75,
    "can_change_transfer_fci": true,
    "default_transfer_fci": true,
    "can_change_initial": true,
    "default_initial": true,
    "can_change_ongoing": true,
    "default_ongoing": true,
    "valid_for_advisers": true,
    "valid_for_clients": true,
    "valid_for_introducers": true,
    "visible_to_advisers": true
  }
]