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Add MCP server to your AI tool

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/conversation/{conversation_uuid}/messages/{uuid}
Personal access token & O auth2

Path parameters

  • conversation_uuid string Required
  • uuid string Required
application/json

Body

  • contents string Required

    Contents of the message

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.

    • deleted_at string

      The timestamp of when the resource was deleted.

    • contents string

      The message contents

    • edited boolean

      Whether the message has been edited or not

    • files array[object]

      Message file attachments

      Hide files attributes Show files attributes object
      • uuid string
      • created_at string
      • original_created_at string
      • updated_at string
      • uploaded_at string
      • status string
      • filename string
      • name string
      • extension string
      • type string
      • size string
      • path string
      • last_modified string
      • progress string
      • download_url string
      • preview_url string
      • folder_name string
      • folder object
        Hide folder attributes Show folder 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

          Folder name

        • slug

          Slug of the folder name

        • path

          Folder path

        • clients_read

          Denotes whether clients can access this folder and files

        • clients_write

          Denotes whether clients can upload files to this folder

        • show_client_permissions

          Denotes whether the option to change client permissions is enabled which depends on the firm show pseudo folders in client portal setting

        • is_system_folder

          Denotes if this folder is a system folder

        • is_pseudo_folder

          Denotes if this folder is a pseudo folder

        • is_root_folder

          Denotes if this folder is a root folder of a documentable item

        • documentable_type

          The documentable type such as account/plan/case/etc the file was uploaded to

        • documentable_uuid

          The UUID of the documentable resource

        • documentable

          The documentable the file was uploaded to

        • participants_count

          Number of accounts this folder has been directly shared with

        • folders_count

          Number of subfolders within the folder

        • files_count

          Number of files stored in the folder

        • depth

          How many levels deep there are to this folder hierarchy structure

        • owned

          Is true if the authenticated account in the request has created this folder

      • documentable_type string
      • documentable string
      • navigator object
        Hide navigator attributes Show navigator attributes object
        • model_type string
        • model_uuid 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.

        • factfind_pdf_header_background

          Header background colour (hex) for the fact-find snapshot PDF.

        • factfind_pdf_header_text

          Header text colour (hex) for the fact-find snapshot PDF.

        • 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.

      • account object
        Hide account attributes Show account attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • type

          Account type

        • role

          Account role

        • first_name

          First name

        • last_name

          Last name

        • name

          Name

        • email

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

        • photo_url

          The photo URL of the client

      • 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

    • author object

      Message author

      Hide author attributes Show author 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.

        • factfind_pdf_header_background

          Header background colour (hex) for the fact-find snapshot PDF.

        • factfind_pdf_header_text

          Header text colour (hex) for the fact-find snapshot PDF.

        • 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)

        • is_out_of_office

          Denotes whether the account is currently within an active Out of Office window (employees only)

        • out_of_office_from

          Start of the Out of Office period (employees only). Null when not out of office

        • out_of_office_until

          End of the Out of Office period (employees only). Null when not out of office

        • out_of_office_message

          Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

        • is_pending_fact_find_account

          Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients 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)

        • is_out_of_office

          Denotes whether the account is currently within an active Out of Office window (employees only)

        • out_of_office_from

          Start of the Out of Office period (employees only). Null when not out of office

        • out_of_office_until

          End of the Out of Office period (employees only). Null when not out of office

        • out_of_office_message

          Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

        • is_pending_fact_find_account

          Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients 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)

        • is_out_of_office

          Denotes whether the account is currently within an active Out of Office window (employees only)

        • out_of_office_from

          Start of the Out of Office period (employees only). Null when not out of office

        • out_of_office_until

          End of the Out of Office period (employees only). Null when not out of office

        • out_of_office_message

          Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

        • is_pending_fact_find_account

          Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients 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)

        • is_out_of_office

          Denotes whether the account is currently within an active Out of Office window (employees only)

        • out_of_office_from

          Start of the Out of Office period (employees only). Null when not out of office

        • out_of_office_until

          End of the Out of Office period (employees only). Null when not out of office

        • out_of_office_message

          Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

        • is_pending_fact_find_account

          Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients 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)

        • is_out_of_office

          Denotes whether the account is currently within an active Out of Office window (employees only)

        • out_of_office_from

          Start of the Out of Office period (employees only). Null when not out of office

        • out_of_office_until

          End of the Out of Office period (employees only). Null when not out of office

        • out_of_office_message

          Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

        • is_pending_fact_find_account

          Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients 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
      • is_out_of_office boolean
      • out_of_office_from string
      • out_of_office_until string
      • out_of_office_message string
      • service_level object
        Hide service_level attributes Show service_level attributes object
        • uuid

          The UUID of the resource.

        • name

          The name of the service level.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

      • is_pending_fact_find_account boolean
      • 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.

    • user object

      Message user

      Hide user attributes Show user attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • first_name string
      • last_name string
      • name string
      • email string
      • photo_url string
      • current_account object
        Hide current_account attributes Show current_account attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • type

          Account type

        • role

          Account role

        • first_name

          First name

        • last_name

          Last name

        • name

          Name

        • email

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

        • photo_url

          URL for initial avatar image

        • first_contact_date

          First contact date

        • next_review_date

          Next review date

        • previous_review_date

          Previous review date

        • anniversary_review_date

          Anniversary review date

        • terms_of_business_at

          Date the Terms of Business were agreed and signed

        • client_agreement_at

          Date the client agreement was agreed and signed

        • with_login

          Denotes whether the account has a login to Plannr

        • has_joint_account

          Denotes whether this account belongs to a joint account too

        • can_be_deleted

          Denotes if the account can be deleted

        • ownership_percentage

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

        • inactive_at

          Inactive from date

        • last_interaction_at

          Last interaction date

        • referral_code

          Unique referral code for the employee account (employees only)

        • is_out_of_office

          Denotes whether the account is currently within an active Out of Office window (employees only)

        • out_of_office_from

          Start of the Out of Office period (employees only). Null when not out of office

        • out_of_office_until

          End of the Out of Office period (employees only). Null when not out of office

        • out_of_office_message

          Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

        • is_pending_fact_find_account

          Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

        • permissions

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

      • current_login object
        Hide current_login attributes Show current_login 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.

        • expires_at

          Timestamp for when the login is set to expire.

        • has_write_permission

          Denotes if the login has access to modify records.

        • has_delete_permission

          Denotes if the login has access delete records.

        • primary

          Denotes if the login is the primary login for the account.

        • receives_unread_notifications_email

          If the login for the account will receive the unred notification emails

        • wealth_enabled

          If the login for the account will have access to wealth on the client portal.

        • goals_enabled

          If the login for the account will have access to goals.

        • factfind_enabled

          If the login for the account will have access to fact finds.

        • tasks_enabled

          If the login for the account will have access to tasks.

        • welcome_enabled

          If the login for the account will have various welcome branding elements.

        • first_name

          First name of the user.

        • last_name

          Last name of the user.

        • email

          Email of the user.

        • user_type

          The type of user (standard, enterprise).

        • is_impersonated

          Denotes if the login was created by Plannr Support as an impersonation login.

      • two_factor_enabled boolean
      • two_factor_setup_required boolean
      • two_factor_type string
      • otp_confirmed_at string
      • otp_pending boolean
      • sms_two_factor_enabled boolean
      • two_factor_mobile boolean
      • two_factor_mobile_meta object
        Hide two_factor_mobile_meta attributes Show two_factor_mobile_meta attributes object
        • country string
        • formatted string
      • 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.

      • session_expires_at string
      • remember_token_expires_at boolean
      • should_auto_save_notes boolean
    • reactions array[object]

      Array of reactions to the message

      Hide reactions attributes Show reactions attributes object
      • uuid string
      • created_at string
      • updated_at string
      • account_uuid string
      • account_name string
      • reaction string
  • 422 application/json

    Validation error

    Hide response attributes Show response attributes object
    • message string Required

      A human-readable description of the error.

    • errors object

      Validation messages keyed by the field that failed.

      Hide errors attribute Show errors attribute object
      • * array[string] Additional properties
PUT /api/v1/conversation/{conversation_uuid}/messages/{uuid} 
curl \
 --request PUT 'https://api.plannrcrm.com/api/v1/conversation/6ff8f7f6-1eb3-3525-be4a-3932c805afed/messages/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{
  "contents": "Hello, welcome to Plannr."
}'
Request examples 
{
  "contents": "Hello, welcome to Plannr."
}
Response examples (200) 
{
  "uuid": "62ec32a2-29dd-4e0c-aba1-faa7d3c258fe",
  "created_at": "2026-09-17T15:10:59+01:00",
  "updated_at": "2026-09-17T15:10:59+01:00",
  "deleted_at": "2026-09-17T15:10:59+01:00",
  "contents": "Welcome to Plannr!",
  "edited": true,
  "files": [
    {
      "uuid": "5d4b7d3d-a813-4dbd-b340-742fd1aa079e",
      "created_at": "2026-09-17T15:10:59+01:00",
      "original_created_at": "2026-09-17T15:10:59+01:00",
      "updated_at": "2026-09-17T15:10:59+01:00",
      "uploaded_at": "2026-09-17T15:10:59+01:00",
      "status": "uploaded",
      "filename": "Welcome to Plannr.pdf",
      "name": "Welcome to Plannr",
      "extension": "pdf",
      "type": "type",
      "size": "21691783",
      "path": "Gareth Thompson/Subfolder/Welcome to Plannr.pdf",
      "last_modified": "2026-09-17T15:10:59+01:00",
      "progress": "100",
      "download_url": "https://api.plannrcrm.com/file/73805560-ae63-4892-91fe-16dd75dab417/download",
      "preview_url": "https://api.plannrcrm.com/file/931dabaf-00be-4b8f-97d0-b83cdd4ec4d6/preview",
      "folder_name": "folder 2",
      "folder": {
        "uuid": "fa6fca96-7a83-434b-84b9-6affd0c3fa98",
        "created_at": "2026-09-17T15:11:06+01:00",
        "updated_at": "2026-09-17T15:11:06+01:00",
        "name": "Important Documents",
        "slug": "important-documents",
        "path": "Codepotato/Important Documents",
        "clients_read": true,
        "clients_write": true,
        "show_client_permissions": true,
        "is_system_folder": true,
        "is_pseudo_folder": true,
        "is_root_folder": true,
        "documentable_type": "account",
        "documentable_uuid": "account",
        "documentable": "Object",
        "participants_count": 3,
        "folders_count": 5,
        "files_count": 8,
        "depth": 5,
        "owned": false
      },
      "documentable_type": "account",
      "documentable": "Object",
      "navigator": {
        "model_type": "account",
        "model_uuid": "5e59e670-acc9-43d4-b845-3066be97fd6e"
      },
      "firm": {
        "uuid": "d355ba09-9cee-4a44-ae85-fc73f624ea21",
        "created_at": "2026-09-17T15:11:06+01:00",
        "updated_at": "2026-09-17T15:11:06+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"
        },
        "factfind_pdf_header_background": "#0E0E56",
        "factfind_pdf_header_text": "#ffffff",
        "factfind_pdf_logo": "https://api.plannrcrm.com/images/plannr.jpg",
        "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"
      },
      "account": {
        "uuid": "b2ec423c-0b59-4cd5-b1d4-c26377469036",
        "created_at": "2026-09-17T15:11:06+01:00",
        "updated_at": "2026-09-17T15:11:06+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"
      },
      "tags": {
        "uuid": "bf933c8e-ee79-42cf-8b3e-27a8474e6a7b",
        "created_at": "2026-09-17T15:11:06+01:00",
        "updated_at": "2026-09-17T15:11:06+01:00",
        "name": "Mortgage",
        "slug": "mortgage",
        "colour": "#ef4582"
      }
    }
  ],
  "author": {
    "uuid": "055f9195-7699-41f5-ac6f-c4444e235a59",
    "created_at": "2026-09-17T15:10:59+01:00",
    "updated_at": "2026-09-17T15:10:59+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": "d355ba09-9cee-4a44-ae85-fc73f624ea21",
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+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"
      },
      "factfind_pdf_header_background": "#0E0E56",
      "factfind_pdf_header_text": "#ffffff",
      "factfind_pdf_logo": "https://api.plannrcrm.com/images/plannr.jpg",
      "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": "15ca94c8-489f-4849-8cdb-2124499076a3",
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+01:00",
      "type": "phone_number",
      "name": "Work number",
      "value": "+443330903630",
      "phone_number_meta": {
        "country": "GB",
        "formatted": "0333 090 3630"
      }
    },
    "primary_email": {
      "uuid": "15ca94c8-489f-4849-8cdb-2124499076a3",
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+01:00",
      "type": "phone_number",
      "name": "Work number",
      "value": "+443330903630",
      "phone_number_meta": {
        "country": "GB",
        "formatted": "0333 090 3630"
      }
    },
    "current_time_entry": {
      "uuid": "1111be7e-01eb-4fcf-a127-1b2b877d35ef",
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+01:00",
      "name": "Research",
      "description": "This is a description.",
      "trackable_type": "Client",
      "start_date": "2026-09-17T14:21:06+01:00",
      "end_date": "2026-09-17T14:49:06+01:00",
      "is_active": true,
      "total_time_in_minutes": 28,
      "computed_time_elapsed_in_seconds": 1680
    },
    "assigned_adviser": {
      "uuid": "5d02ad32-4b6f-42c7-ab44-a0c8dcaa032c",
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+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": "2026-09-17T15:11:06+01:00",
      "next_review_date": "2026-09-17T15:11:06+01:00",
      "previous_review_date": "2026-09-17T15:11:06+01:00",
      "anniversary_review_date": "2026-09-17T15:11:06+01:00",
      "terms_of_business_at": "2026-09-17T15:11:06+01:00",
      "client_agreement_at": "2026-09-17T15:11:06+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-09-17",
      "last_interaction_at": "2026-09-17 15:11:06",
      "referral_code": "ABC12345",
      "is_out_of_office": true,
      "out_of_office_from": "2026-09-17T15:11:06+01:00",
      "out_of_office_until": "2026-09-17T15:11:06+01:00",
      "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
      "is_pending_fact_find_account": false,
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "assigned_administrator": {
      "uuid": "5d02ad32-4b6f-42c7-ab44-a0c8dcaa032c",
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+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": "2026-09-17T15:11:06+01:00",
      "next_review_date": "2026-09-17T15:11:06+01:00",
      "previous_review_date": "2026-09-17T15:11:06+01:00",
      "anniversary_review_date": "2026-09-17T15:11:06+01:00",
      "terms_of_business_at": "2026-09-17T15:11:06+01:00",
      "client_agreement_at": "2026-09-17T15:11:06+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-09-17",
      "last_interaction_at": "2026-09-17 15:11:06",
      "referral_code": "ABC12345",
      "is_out_of_office": true,
      "out_of_office_from": "2026-09-17T15:11:06+01:00",
      "out_of_office_until": "2026-09-17T15:11:06+01:00",
      "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
      "is_pending_fact_find_account": false,
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "assigned_paraplanner": {
      "uuid": "5d02ad32-4b6f-42c7-ab44-a0c8dcaa032c",
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+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": "2026-09-17T15:11:06+01:00",
      "next_review_date": "2026-09-17T15:11:06+01:00",
      "previous_review_date": "2026-09-17T15:11:06+01:00",
      "anniversary_review_date": "2026-09-17T15:11:06+01:00",
      "terms_of_business_at": "2026-09-17T15:11:06+01:00",
      "client_agreement_at": "2026-09-17T15:11:06+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-09-17",
      "last_interaction_at": "2026-09-17 15:11:06",
      "referral_code": "ABC12345",
      "is_out_of_office": true,
      "out_of_office_from": "2026-09-17T15:11:06+01:00",
      "out_of_office_until": "2026-09-17T15:11:06+01:00",
      "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
      "is_pending_fact_find_account": false,
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "introduced_by": {
      "uuid": "5d02ad32-4b6f-42c7-ab44-a0c8dcaa032c",
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+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": "2026-09-17T15:11:06+01:00",
      "next_review_date": "2026-09-17T15:11:06+01:00",
      "previous_review_date": "2026-09-17T15:11:06+01:00",
      "anniversary_review_date": "2026-09-17T15:11:06+01:00",
      "terms_of_business_at": "2026-09-17T15:11:06+01:00",
      "client_agreement_at": "2026-09-17T15:11:06+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-09-17",
      "last_interaction_at": "2026-09-17 15:11:06",
      "referral_code": "ABC12345",
      "is_out_of_office": true,
      "out_of_office_from": "2026-09-17T15:11:06+01:00",
      "out_of_office_until": "2026-09-17T15:11:06+01:00",
      "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
      "is_pending_fact_find_account": false,
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "business_unit": {
      "uuid": "aadc69bb-c273-4714-a392-c08f63ce2828",
      "name": "Wealth Management",
      "has_alternative_branding": false,
      "brand_colours": [],
      "members_count": 3,
      "groups_count": 2,
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+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": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+01:00"
    },
    "tags": {
      "uuid": "bf933c8e-ee79-42cf-8b3e-27a8474e6a7b",
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+01:00",
      "name": "Mortgage",
      "slug": "mortgage",
      "colour": "#ef4582"
    },
    "owners": {
      "uuid": "5d02ad32-4b6f-42c7-ab44-a0c8dcaa032c",
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+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": "2026-09-17T15:11:06+01:00",
      "next_review_date": "2026-09-17T15:11:06+01:00",
      "previous_review_date": "2026-09-17T15:11:06+01:00",
      "anniversary_review_date": "2026-09-17T15:11:06+01:00",
      "terms_of_business_at": "2026-09-17T15:11:06+01:00",
      "client_agreement_at": "2026-09-17T15:11:06+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-09-17",
      "last_interaction_at": "2026-09-17 15:11:06",
      "referral_code": "ABC12345",
      "is_out_of_office": true,
      "out_of_office_from": "2026-09-17T15:11:06+01:00",
      "out_of_office_until": "2026-09-17T15:11:06+01:00",
      "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
      "is_pending_fact_find_account": false,
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "first_contact_date": "2026-09-17T15:10:59+01:00",
    "next_review_date": "2026-09-17T15:10:59+01:00",
    "previous_review_date": "2026-09-17T15:10:59+01:00",
    "anniversary_review_date": "2026-09-17T15:10:59+01:00",
    "terms_of_business_at": "2026-09-17T15:10:59+01:00",
    "client_agreement_at": "2026-09-17T15:10:59+01:00",
    "with_login": true,
    "has_joint_account": true,
    "can_be_deleted": "false",
    "joint_account_circle": {
      "uuid": "ade35533-491d-4263-9152-000ed2f17dd4",
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+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": "2026-09-17T15:11:06+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": "e5dc9400-31a0-4a1b-8b98-65a97a9f6ffa",
      "login_access_level": "write",
      "current_life_stage_uuid": "7a840170-947a-40e2-beb9-4606f4519b93"
    },
    "circles": {
      "uuid": "ade35533-491d-4263-9152-000ed2f17dd4",
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+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": "2026-09-17T15:11:06+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": "e5dc9400-31a0-4a1b-8b98-65a97a9f6ffa",
      "login_access_level": "write",
      "current_life_stage_uuid": "7a840170-947a-40e2-beb9-4606f4519b93"
    },
    "ownership_percentage": 100,
    "inactive_at": "2026-09-17",
    "last_interaction_at": "2026-09-17 15:10:59",
    "referral_code": "ABC12345",
    "is_out_of_office": true,
    "out_of_office_from": "2026-09-17T15:10:59+01:00",
    "out_of_office_until": "2026-09-17T15:10:59+01:00",
    "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
    "service_level": {
      "uuid": "9553825c-c4c3-4902-857e-7d28b0dd68d1",
      "name": "Gold",
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+01:00"
    },
    "is_pending_fact_find_account": false,
    "permissions": {
      "firm:read": [
        "firm"
      ],
      "network:read": [
        "network:uuid"
      ]
    },
    "custom_fields": {
      "uuid": null,
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+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": "eed66603-e4be-4584-bc91-6f9a5c327f4b",
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+01:00",
      "third_party": "nucleus",
      "reference": "AB123456"
    }
  },
  "user": {
    "uuid": "a31c3841-752c-4c04-838a-296aee1ed3e1",
    "created_at": "2026-09-17T15:10:59+01:00",
    "updated_at": "2026-09-17T15:10:59+01:00",
    "type": "standard",
    "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",
    "current_account": {
      "uuid": "5d02ad32-4b6f-42c7-ab44-a0c8dcaa032c",
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+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": "2026-09-17T15:11:06+01:00",
      "next_review_date": "2026-09-17T15:11:06+01:00",
      "previous_review_date": "2026-09-17T15:11:06+01:00",
      "anniversary_review_date": "2026-09-17T15:11:06+01:00",
      "terms_of_business_at": "2026-09-17T15:11:06+01:00",
      "client_agreement_at": "2026-09-17T15:11:06+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-09-17",
      "last_interaction_at": "2026-09-17 15:11:06",
      "referral_code": "ABC12345",
      "is_out_of_office": true,
      "out_of_office_from": "2026-09-17T15:11:06+01:00",
      "out_of_office_until": "2026-09-17T15:11:06+01:00",
      "out_of_office_message": "I am away this week. For urgent matters please contact the office.",
      "is_pending_fact_find_account": false,
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "current_login": {
      "uuid": "88bdccbb-91f1-4efd-bfd9-145284e28111",
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+01:00",
      "expires_at": "2026-12-26T15:11:06+00:00",
      "has_write_permission": false,
      "has_delete_permission": false,
      "primary": false,
      "receives_unread_notifications_email": true,
      "wealth_enabled": true,
      "goals_enabled": true,
      "factfind_enabled": true,
      "tasks_enabled": true,
      "welcome_enabled": true,
      "first_name": "Gareth",
      "last_name": "Thompson",
      "email": "gareth@plannrcrm.com",
      "user_type": "standard",
      "is_impersonated": false
    },
    "two_factor_enabled": true,
    "two_factor_setup_required": true,
    "two_factor_type": "sms",
    "otp_confirmed_at": "2026-09-17T15:10:59+01:00",
    "otp_pending": false,
    "sms_two_factor_enabled": true,
    "two_factor_mobile": true,
    "two_factor_mobile_meta": {
      "country": "GB",
      "formatted": "0333 090 3630"
    },
    "current_time_entry": {
      "uuid": "1111be7e-01eb-4fcf-a127-1b2b877d35ef",
      "created_at": "2026-09-17T15:11:06+01:00",
      "updated_at": "2026-09-17T15:11:06+01:00",
      "name": "Research",
      "description": "This is a description.",
      "trackable_type": "Client",
      "start_date": "2026-09-17T14:21:06+01:00",
      "end_date": "2026-09-17T14:49:06+01:00",
      "is_active": true,
      "total_time_in_minutes": 28,
      "computed_time_elapsed_in_seconds": 1680
    },
    "session_expires_at": "2026-09-17T15:10:59+01:00",
    "remember_token_expires_at": true,
    "should_auto_save_notes": true
  },
  "reactions": [
    {
      "uuid": "f953f688-0d4f-408e-a5f2-8391aa13163d",
      "created_at": "2026-09-17T15:10:59+01:00",
      "updated_at": "2026-09-17T15:10:59+01:00",
      "account_uuid": "3664ed6d-44a7-44ee-b474-d0b617ff24ac",
      "account_name": "Gareth Thompson",
      "reaction": "like"
    }
  ]
}
Response examples (422) 
{
  "message": "The given data was invalid.",
  "errors": {
    "field": [
      "The field is invalid."
    ]
  }
}