Update a circle

PUT /api/v1/circles/{uuid}

Personal access token & O auth2

Headers

X-PLANNR-ACCOUNT-UUID string

Path parameters

uuid string Required

application/json

Body

name string

Circle name
account_uuids array[string]

Account UUIDs belonging to the circle. Between 1 and 100 account UUIDs are required.
group_uuids array[string]

Groups UUIDs the circle will belong to. Can belong to a maximum of 50 groups.

Responses

200 application/json
Hide response attributes Show response attributes object
- uuid string
  
  The UUID of the resource.
- created_at string
  
  The timestamp of when the resource was created.
- updated_at string
  
  The timestamp of when the resource was updated.
- name string
  
  The Circle name
- accounts array[object]
  
  Accounts belonging to the circle
  
  Hide accounts attributes Show accounts attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  type string
  
  role string
  
  first_name string
  
  last_name string
  
  name string
  
  email string
  
  photo_url string
  
  external_references string
- groups array[object]
  
  Groups the circle belongs to
  
  Hide groups attributes Show groups attributes object
  
  uuid string
  
  name string
  
  slug string
  
  participants_count string
  
  participants object
  
  Hide participants attributes Show participants attributes object
  
  uuid object
  
  Hide uuid attributes Show uuid attributes object
  
  example string
  
  description string
  
  role object
  
  Hide role attributes Show role attributes object
  
  example string
  
  description string
  
  first_name object
  
  Hide first_name attributes Show first_name attributes object
  
  example string
  
  description string
  
  last_name object
  
  Hide last_name attributes Show last_name attributes object
  
  example string
  
  description string
  
  name object
  
  Hide name attributes Show name attributes object
  
  example string
  
  description string
  
  email object
  
  Hide email attributes Show email attributes object
  
  example string
  
  description string
  
  created_at string
  
  updated_at string
- joint_account_uuid string
  
  uuid of joint account where circle created from joint account
- external_references array[object]
  
  The external references that have been added to the client.
  
  Hide external_references attributes Show external_references attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  third_party string
  
  reference string

PUT /api/v1/circles/{uuid}

curl \
 --request PUT 'https://api.plannrcrm.com/api/v1/circles/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":"Jones Family","account_uuids":[null,null],"group_uuids":[null,null]}'

Request examples

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

# Payload
{
  "name": "Jones Family",
  "account_uuids": [
    null,
    null
  ],
  "group_uuids": [
    null,
    null
  ]
}

Response examples (200)

{
  "name": "Jones Family",
  "uuid": "8c8484ae-96a9-43ac-95ea-782f04a3973f",
  "groups": [
    {
      "name": "finance",
      "slug": "finance",
      "uuid": "39f0cfde-0b3a-4d96-b5c0-4eeaeaeb5311",
      "created_at": "2025-07-17T16:23:18+01:00",
      "updated_at": "2025-07-17T16:23:18+01:00",
      "participants": {
        "name": {
          "example": "Gareth Thompson",
          "description": "Name of the account"
        },
        "role": {
          "example": "client",
          "description": "Role of the account"
        },
        "uuid": {
          "example": "1a577759-331d-41b8-8ac6-d9234cb38de0",
          "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"
    }
  ],
  "accounts": [
    {
      "name": "Gareth Thompson",
      "role": "client",
      "type": "client",
      "uuid": "e891a46a-f50e-4f6b-a322-eca98d573e59",
      "email": "gareth@codepotato.co.uk",
      "last_name": "Thompson",
      "photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
      "created_at": "2025-07-17T16:23:18+01:00",
      "first_name": "Gareth",
      "updated_at": "2025-07-17T16:23:18+01:00",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    }
  ],
  "created_at": "2025-07-17T16:23:18+01:00",
  "updated_at": "2025-07-17T16:23:18+01:00",
  "joint_account_uuid": "378fd6e3-dd2a-4570-8397-a7eae7f8ab9a",
  "external_references": [
    {
      "uuid": "172ccbfd-0040-4d7a-b8b8-16cf07325aa2",
      "reference": "AB123456",
      "created_at": "2025-07-17T16:23:18+01:00",
      "updated_at": "2025-07-17T16:23:18+01:00",
      "third_party": "nucleus"
    }
  ]
}