Update an income Run in API Explorer

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Standard setup for AI tools providing an mcp.json file

mcp.json 
{
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    "url": "https://apidocs.plannrcrm.com/mcp"
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PUT /api/v1/client/{client_uuid}/income/{uuid}
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • client_uuid string Required
  • uuid string Required
application/json

Body

  • name string

    The name of the income.

  • type string

    The type of income.

    Value Description
    salary Salary
    dividend Dividend
    bonus Bonus
    benefit Benefit
    other Other
    investment Investment
    rental Rental
    pension Pension
    capital_gains Capital Gains
    business_loan Business Loan
    investor_funding Investor Funding
    grant Grant
    charity Charity
    crowdfunding Crowdfunding
    gross_profit Gross Profit
    operating_profit Operating Profit
    operating_revenue Operating Revenue
    non_operating_revenue Non Operating Revenue
    net_profit Net Profit

    Values are salary, dividend, bonus, benefit, other, investment, rental, pension, capital_gains, business_loan, investor_funding, grant, charity, crowdfunding, gross_profit, operating_profit, operating_revenue, non_operating_revenue, or net_profit.

  • type_other string

    The type of income when the type is set to "other".

  • amount integer

    The amount of the income in pennies. For example, £50,000 would be 5000000.

  • amount_type string

    The type of the amount.

    Value Description
    net Net
    gross Gross

    Values are net or gross.

  • start_date string(date)

    The start date of the income.

  • end_date string(date)

    The end date of the income.

  • frequency string

    The frequency of the income.

    Value Description
    daily Daily
    weekly Weekly
    fortnightly Fortnightly
    four_weekly Four Weekly
    monthly Monthly
    bimonthly Bimonthly
    quarterly Quarterly
    biannually Biannually
    annually Annually
    adhoc Adhoc
    one_off One Off

    Values are daily, weekly, fortnightly, four_weekly, monthly, bimonthly, quarterly, biannually, annually, adhoc, or one_off.

  • is_taxable boolean

    Denotes if the income is taxable or not.

  • shared_owner_uuid string(uuid)

    Optional UUID of an owner account. The client must be a shared type.

  • employment_uuid string(uuid)

    Employment to link to this salary, dividend, bonus, benefit type incomes.

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • uuid string
    • created_at string
    • updated_at string
    • name string
    • type string
    • type_other string
    • amount object
      Hide amount attributes Show 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
    • amount_type string
    • start_date string
    • end_date string
    • frequency string
    • is_taxable boolean
    • shared_owner_type string
    • shared_owner object
      Hide shared_owner attributes Show shared_owner 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
      • firm object
        Hide firm attributes Show firm 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 firm

        • slug

          Slug of the firm

        • address_1

          First line of the address

        • address_2

          Second line of the address

        • town_city

          Town/City

        • county

          County

        • postcode

          Postcode

        • country

          Country

        • regulatory_text

          Regulatory text of the firm.

        • logo_icon

          URL of your firm logo icon.

        • brand_colours

          Firm branding colours.

        • is_subscribed

          Subscription status.

        • keep_deleted_files_for

          Number of days to keep deleted files for

        • tax

          Tax percent

        • month_end

          Date of the month for the monthly income reconciliation statements to end

        • statement_frequency

          The frequency of the income reconciliation statements

        • billing

          Firm invoice details for billing

        • ip_whitelist

          A list of IP Addresses a firm is allowed to log in from.

        • welcome_paragraph_html

          Custom welcome paragraph html for the branded auth welcome page

        • email_welcome_paragraph_html

          Custom welcome paragraph for the welcome/new user email

        • show_fact_find_illustrations

          Determines if the illustrations/graphics are displayed on the fact find.

        • cc_email_addresses

          Array of email cc addresses.

        • bcc_email_addresses

          Array of email bcc addresses.

        • reply_to_email_address

          Firm reply to email address.

        • mobile_app_support_number

          Firm mobile app support number.

        • mobile_app_support_email

          Firm mobile app support email address.

      • primary_phone_number object
        Hide primary_phone_number attributes Show primary_phone_number 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

          Contact detail type

        • name

          Contact detail description

        • value

          Contact detail value

        • phone_number_meta

          If the type is a phone number, this additional field will be displayed giving you information about the phone number.

      • primary_email object
        Hide primary_email attributes Show primary_email 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

          Contact detail type

        • name

          Contact detail description

        • value

          Contact detail value

        • phone_number_meta

          If the type is a phone number, this additional field will be displayed giving you information about the phone number.

      • current_time_entry object
        Hide current_time_entry attributes Show current_time_entry attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • name

          The name of the time entry.

        • description

          The description of the time entry.

        • trackable_type

          The model type that is being tracked. The example given is a client, but it can be a case, firm, circle or task.

        • start_date

          The start time of the time entry.

        • end_date

          The end time of the time entry.

        • is_active

          Determines if the time entry is currently ongoing.

        • total_time_in_minutes

          Total time in minutes.

        • computed_time_elapsed_in_seconds

          Computed time elapsed in seconds.

      • assigned_adviser object
        Hide assigned_adviser attributes Show assigned_adviser 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

      • assigned_administrator object
        Hide assigned_administrator attributes Show assigned_administrator 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

      • assigned_paraplanner object
        Hide assigned_paraplanner attributes Show assigned_paraplanner 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

      • introduced_by object
        Hide introduced_by attributes Show introduced_by 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

      • business_unit object
        Hide business_unit attributes Show business_unit attributes object
        • uuid

          The UUID of the resource.

        • name

          Name of the business unit.

        • has_alternative_branding

          Whether alternative branding is enabled for this business unit.

        • brand_colours

          Brand colours for this business unit, merged with firm defaults.

        • members_count

          Number of accounts assigned to this business unit

        • groups_count

          Number of groups assigned to this business unit

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

      • groups object
        Hide groups attributes Show groups attributes object
        • uuid

          UUID of the group

        • name

          Name of the group

        • slug

          Slug of the group

        • participants_count

          Number of participants in the group

        • participants

          Participants in this group

        • created_at

          Timestamp of when the group was created

        • updated_at

          Timestamp of when the group was updated

      • 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

      • owners object
        Hide owners attributes Show 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

      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • terms_of_business_at string
      • client_agreement_at string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle object
        Hide joint_account_circle attributes Show joint_account_circle 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

      • circles object
        Hide circles attributes Show 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

      • ownership_percentage integer
      • inactive_at string
      • last_interaction_at string
      • referral_code string
      • permissions object
        Hide permissions attributes Show permissions attributes object
        • firm:read array[string]
        • network:read array[string]
      • 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.

    • employment object
      Hide employment attributes Show employment attributes object
      • uuid string
      • created_at string
      • updated_at string
      • status string
      • occupation string
      • occupation_code string
      • job_title string
      • employer string
      • started_at string
      • ended_at string
      • is_business_owner boolean
      • percentage_of_business_shared integer
      • address object
        Hide address attributes Show address 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 address

        • address_1

          First line of the address

        • address_2

          Second line of the address

        • address_3

          Third line of the address

        • address_4

          Fourth line of the address

        • town_city

          Town/City

        • county

          County

        • postcode

          Postcode

        • country

          Country

        • move_in_date

          Address move in date. This field may provide inaccurate data. We recommend using the v2/addresses API which has the moved_in_month and moved_in_year fields instead.

      • phone_number object
        Hide phone_number attributes Show phone_number 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

          Contact detail type

        • name

          Contact detail description

        • value

          Contact detail value

        • phone_number_meta

          If the type is a phone number, this additional field will be displayed giving you information about the phone number.

      • email_address object
        Hide email_address attributes Show email_address 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

          Contact detail type

        • name

          Contact detail description

        • value

          Contact detail value

        • phone_number_meta

          If the type is a phone number, this additional field will be displayed giving you information about the phone number.

      • shared_owner_type string
      • shared_owner object
        Hide shared_owner attributes Show shared_owner 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

      • last_salary_increase string
      • business_name string
      • business_year_end string
      • business_value object
        Hide business_value attributes Show business_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
      • directors string
      • shareholding_in_business object
        Hide shareholding_in_business attributes Show shareholding_in_business 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
      • profit object
        Hide profit attributes Show profit 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
      • accountant_company_name string
      • accountant_email string
      • accountant_telephone_number string
      • accountant_address string
      • primary boolean
      • turnover_history object
        Hide turnover_history attributes Show turnover_history attributes object
        • year

          The year of the turnover.

        • value

          The value of the turnover.

      • income object
        Hide income attributes Show income attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • name

          The name of the income.

        • type

          The type of income.

        • type_other

          The other type of income, if the type is "other".

        • amount

          The amount of the income.

        • amount_type

          The type of the amount.

        • start_date

          The start date of the income.

        • end_date

          The end date of the income.

        • frequency

          The frequency of the income.

        • is_taxable

          Denotes if the income is taxable or not.

        • shared_owner_type

          Denotes if the employment is shared across the client or belongs to one of the owners of the client. (Only applicable for joint/business/trust clients).

    • account object
      Hide account attributes Show account 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 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.
PUT /api/v1/client/{client_uuid}/income/{uuid} 
curl \
 --request PUT 'https://api.plannrcrm.com/api/v1/client/6ff8f7f6-1eb3-3525-be4a-3932c805afed/income/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":"My Salary","type":"salary","type_other":"My Other Income","amount":5000000,"amount_type":"net","start_date":"2026-07-22","end_date":"2026-07-22","frequency":"daily","is_taxable":true,"shared_owner_uuid":"08f7b584-ed71-412d-9ca8-92174e81d7c7","employment_uuid":"56ca0967-cc3a-44dd-8757-eb0789a295e3"}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "name": "My Salary",
  "type": "salary",
  "type_other": "My Other Income",
  "amount": 5000000,
  "amount_type": "net",
  "start_date": "2026-07-22",
  "end_date": "2026-07-22",
  "frequency": "daily",
  "is_taxable": true,
  "shared_owner_uuid": "08f7b584-ed71-412d-9ca8-92174e81d7c7",
  "employment_uuid": "56ca0967-cc3a-44dd-8757-eb0789a295e3"
}
Response examples (200) 
{
  "uuid": "ff382522-7eb8-4e9e-b00a-47cf80f4a534",
  "created_at": "2026-07-22T14:08:40+01:00",
  "updated_at": "2026-07-22T14:08:40+01:00",
  "name": "My Salary",
  "type": "salary",
  "type_other": "Other income type",
  "amount": {
    "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"
    }
  },
  "amount_type": "net",
  "start_date": "2025-07-22",
  "end_date": "2026-07-22",
  "frequency": "annually",
  "is_taxable": true,
  "shared_owner_type": "individual",
  "shared_owner": {
    "uuid": "f9ea980c-fd45-4f9a-b767-05dd3e732504",
    "created_at": "2026-07-22T14:08:40+01:00",
    "updated_at": "2026-07-22T14:08:40+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",
    "firm": {
      "uuid": "b8b87c0b-351c-404e-9a99-f8d1e35ccf53",
      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "name": "Codepotato",
      "slug": "codepotato",
      "address_1": "Suite E, 5 The Briars",
      "address_2": "Waterberry Drive",
      "town_city": "Waterlooville",
      "county": "Hampshire",
      "postcode": "PO7 7YH",
      "country": "United Kingdom",
      "regulatory_text": "Regulatory text",
      "logo": "https://api.plannrcrm.com/images/plannr.jpg",
      "logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
      "brand_colours": {
        "sidebar_background": "#0E0E56",
        "sidebar_accent": "#36367E",
        "sidebar_text": "#FFFFFF",
        "sidebar_hover": "#0A0A42",
        "sidebar_active": "#53DBB8",
        "sidebar_title_background": "#36367E",
        "sidebar_title_primary": "#FFC634",
        "sidebar_title_secondary": "#FFFFFF",
        "sidebar_title_secondary_hover": "#FFFFFF",
        "email_background": "#0E0E56",
        "email_logo_background_panel": "#36367E",
        "email_sub_text": "#FFFFFF",
        "email_button_background": "#36367E",
        "email_button_text": "#FFFFFF",
        "portal_sidebar_button_background": "#F6F6F6",
        "portal_sidebar_button_hover": "#FFFFFF",
        "portal_sidebar_button_active": "#FFFFFF",
        "portal_brand_title": "#323B4B",
        "portal_brand_sub_title": "#828994",
        "portal_sidebar_title": "#11151D",
        "portal_sidebar_text": "#323B4B",
        "portal_sidebar_text_hover": "#323B4B",
        "portal_sidebar_text_active": "#323B4B",
        "portal_sidebar_icon": "#828994",
        "portal_sidebar_icon_hover": "#828994",
        "portal_sidebar_icon_active": "#828994",
        "portal_background": "#F6F6F6",
        "portal_sidebar_account_title": "#11151D",
        "portal_sidebar_account_email": "#828994",
        "portal_sidebar_divider": "#E3E5E9",
        "portal_dashboard_bg_one": "#EF4583",
        "portal_dashboard_bg_two": "#FFC634",
        "portal_sidebar_collapse_button": "#828994",
        "portal_sidebar_collapse_button_hover": "#B3B9C4",
        "portal_sidebar_user_select_background": "#F6F6F6",
        "portal_sidebar_user_select_hover": "#F6F6F6",
        "portal_sidebar_user_select_text": "#323B4B",
        "portal_sidebar_user_select_text_hover": "#323B4B",
        "portal_sidebar_user_select_border": "#EEEEEE",
        "portal_sidebar_user_select_border_hover": "#828994"
      },
      "is_subscribed": true,
      "keep_deleted_files_for": 30,
      "tax": 17.5,
      "month_end": 25,
      "statement_frequency": "monthly",
      "billing": {
        "invoice_address_1": "Suite E, 5 The Briars",
        "invoice_address_2": "Waterberry Drive",
        "invoice_town_city": "Waterlooville",
        "invoice_county": "Hampshire",
        "invoice_postcode": "PO7 7YH",
        "invoice_country": "United Kingdom",
        "invoice_email": "gareth@codepotato.co.uk"
      },
      "ip_whitelist": [
        "192.168.0.1",
        "127.0.0.1"
      ],
      "welcome_paragraph_html": "<h1>Welcome.</h1>",
      "email_welcome_paragraph_html": "Welcome to Plannr!",
      "show_fact_find_illustrations": true,
      "cc_email_addresses": [
        "jack@example.com",
        "jill@example.com"
      ],
      "bcc_email_addresses": [
        "jack@example.com",
        "jill@example.com"
      ],
      "reply_to_email_address": "jack@example.com",
      "mobile_app_support_number": "01234 567890",
      "mobile_app_support_email": "support@example.com"
    },
    "primary_phone_number": {
      "uuid": "e84435a0-6148-479a-a240-5e4ad20fa249",
      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "type": "phone_number",
      "name": "Work number",
      "value": "+443330903630",
      "phone_number_meta": {
        "country": "GB",
        "formatted": "0333 090 3630"
      }
    },
    "primary_email": {
      "uuid": "e84435a0-6148-479a-a240-5e4ad20fa249",
      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "type": "phone_number",
      "name": "Work number",
      "value": "+443330903630",
      "phone_number_meta": {
        "country": "GB",
        "formatted": "0333 090 3630"
      }
    },
    "current_time_entry": {
      "uuid": "49e611e7-0b12-449f-8530-964880c28890",
      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "name": "Research",
      "description": "This is a description.",
      "trackable_type": "Client",
      "start_date": "2026-07-22T13:18:48+01:00",
      "end_date": "2026-07-22T13:46:48+01:00",
      "is_active": true,
      "total_time_in_minutes": 28,
      "computed_time_elapsed_in_seconds": 1680
    },
    "assigned_adviser": {
      "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"
        ]
      }
    },
    "assigned_administrator": {
      "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"
        ]
      }
    },
    "assigned_paraplanner": {
      "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"
        ]
      }
    },
    "introduced_by": {
      "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"
        ]
      }
    },
    "business_unit": {
      "uuid": "315039df-2679-475b-98e4-11d38ee01a8e",
      "name": "Wealth Management",
      "has_alternative_branding": false,
      "brand_colours": [],
      "members_count": 3,
      "groups_count": 2,
      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00"
    },
    "groups": {
      "uuid": null,
      "name": "finance",
      "slug": "finance",
      "participants_count": "3",
      "participants": {
        "uuid": {
          "example": null,
          "description": "UUID of the account"
        },
        "role": {
          "example": "client",
          "description": "Role of the account"
        },
        "first_name": {
          "example": "Gareth",
          "description": "First name of the account"
        },
        "last_name": {
          "example": "Thompson",
          "description": "Last name of the account"
        },
        "name": {
          "example": "Gareth Thompson",
          "description": "Name of the account"
        },
        "email": {
          "example": "gareth@codepotato.co.uk",
          "description": "Email of the account"
        }
      },
      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00"
    },
    "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"
    },
    "owners": {
      "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"
        ]
      }
    },
    "first_contact_date": "2026-07-22T14:08:40+01:00",
    "next_review_date": "2026-07-22T14:08:40+01:00",
    "previous_review_date": "2026-07-22T14:08:40+01:00",
    "anniversary_review_date": "2026-07-22T14:08:40+01:00",
    "terms_of_business_at": "2026-07-22T14:08:40+01:00",
    "client_agreement_at": "2026-07-22T14:08:40+01:00",
    "with_login": true,
    "has_joint_account": true,
    "can_be_deleted": "false",
    "joint_account_circle": {
      "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"
    },
    "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"
    },
    "ownership_percentage": 100,
    "inactive_at": "2026-07-22",
    "last_interaction_at": "2026-07-22 14:08:40",
    "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"
    }
  },
  "employment": {
    "uuid": "133a11d8-cde6-409e-bcbc-e9346881f6f6",
    "created_at": "2026-07-22T14:08:40+01:00",
    "updated_at": "2026-07-22T14:08:40+01:00",
    "status": "employed",
    "occupation": "Financial Adviser",
    "occupation_code": "FAC02774",
    "job_title": "Senior financial adviser",
    "employer": "Plannr Technologies Ltd",
    "started_at": "2021-07-22T14:08:40+01:00",
    "ended_at": "2022-07-22T14:08:40+01:00",
    "is_business_owner": true,
    "percentage_of_business_shared": 50,
    "address": {
      "uuid": "810e3909-8290-4925-a647-8020205f036b",
      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "name": "Work Address",
      "address_1": "Suite E, 5 The Briars",
      "address_2": "Waterberry Drive",
      "address_3": "The Innovative Centre",
      "address_4": "Waterlooville",
      "town_city": "Waterlooville",
      "county": "Hampshire",
      "postcode": "PO7 7YH",
      "country": "United Kingdom",
      "move_in_date": "2025-07-22"
    },
    "phone_number": {
      "uuid": "e84435a0-6148-479a-a240-5e4ad20fa249",
      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "type": "phone_number",
      "name": "Work number",
      "value": "+443330903630",
      "phone_number_meta": {
        "country": "GB",
        "formatted": "0333 090 3630"
      }
    },
    "email_address": {
      "uuid": "e84435a0-6148-479a-a240-5e4ad20fa249",
      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "type": "phone_number",
      "name": "Work number",
      "value": "+443330903630",
      "phone_number_meta": {
        "country": "GB",
        "formatted": "0333 090 3630"
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    },
    "shared_owner_type": "individual",
    "shared_owner": {
      "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"
        ]
      }
    },
    "last_salary_increase": "2019-01-01",
    "business_name": "My Business",
    "business_year_end": "2020-12-31",
    "business_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"
      }
    },
    "directors": "Susan F. Lancaster",
    "shareholding_in_business": {
      "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"
      }
    },
    "profit": {
      "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"
      }
    },
    "accountant_company_name": "My Accountant",
    "accountant_email": "accountant@email.com",
    "accountant_telephone_number": "+441234567890",
    "accountant_address": "23 Chollerton, Hexham, Northumberland, NE46 4TF",
    "primary": true,
    "turnover_history": {
      "year": 2020,
      "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"
        }
      }
    },
    "income": {
      "uuid": "64fd9144-004d-4f3d-93b7-f01980598d03",
      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "name": "My Salary",
      "type": "salary",
      "type_other": "Other income type",
      "amount": {
        "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"
        }
      },
      "amount_type": "net",
      "start_date": "2025-07-22",
      "end_date": "2026-07-22",
      "frequency": "annually",
      "is_taxable": true,
      "shared_owner_type": "individual"
    }
  },
  "account": {
    "uuid": "6674a89c-05a0-41a5-9576-824da7957dc9",
    "created_at": "2026-07-22T14:08:40+01:00",
    "updated_at": "2026-07-22T14:08:40+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",
    "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"
    }
  }
}