Update a document pack Run in API Explorer

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"
  }
}
Close
PUT /api/v1/document-pack/document-pack/{uuid}
Personal access token & O auth2

Path parameters

  • uuid string Required
application/json

Body

  • name string Required

    Name of the document pack.

  • description string Required

    Short description of the document pack.

  • is_template boolean

    Denotes whether document pack is a template or not.

Responses

  • 200 application/json
    Hide response attribute Show response attribute object
    • data array[object]
      Hide data attributes Show data attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • policy_number string
      • latest_valuation object
        Hide latest_valuation attributes Show latest_valuation attributes object
        • uuid string
        • created_at string
        • updated_at string
        • valued_at string
        • value object
          Hide value attributes Show 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
        • sub_account object
          Hide sub_account attributes Show sub_account attributes object
          • uuid

            UUID of the sub account

          • created_at

            The timestamp of when the resource was created.

          • updated_at

            The timestamp of when the resource was created.

          • name

            Descriptive name of the sub account

          • policy_number

            Provider reference of the sub account

          • is_main_account

            Denotes if the sub account a main account of the plan

          • statistics

            The statistics on a sub account. Only displayed when you retrieve an individual sub-account.

      • is_main_account boolean
      • active_portfolio object
        Hide active_portfolio attributes Show active_portfolio attributes object
        • uuid string
        • created_at string
        • updated_at string
        • is_proposed boolean
        • proposed_at string
        • name string
      • statistics object
        Hide statistics attribute Show statistics attribute object
        • recent_growth integer
PUT /api/v1/document-pack/document-pack/{uuid} 
curl \
 --request PUT 'https://api.plannrcrm.com/api/v1/document-pack/document-pack/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{"name":"Terms and Conditions","description":"Terms and Conditions for our services","is_template":true}'
Request examples 
{
  "name": "Terms and Conditions",
  "description": "Terms and Conditions for our services",
  "is_template": true
}
Response examples (200) 
{
  "data": [
    {
      "uuid": "01069910-a44e-4dd7-855c-a193f2bd3a67",
      "created_at": "2026-07-20T09:57:24+01:00",
      "updated_at": "2026-07-20T09:57:24+01:00",
      "name": "John's ISA",
      "policy_number": "AVI-4837",
      "latest_valuation": {
        "uuid": "424caffc-fd2b-4bdf-91d5-2dc4bee6d259",
        "created_at": "2026-07-20T09:57:24+01:00",
        "updated_at": "2026-07-20T09:57:24+01:00",
        "valued_at": "2026-07-20T09:57:24+01:00",
        "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"
          }
        },
        "sub_account": {
          "uuid": "bfee9001-beda-45f3-abcb-15b5e38e7d02",
          "created_at": "2026-07-20T09:57:30+01:00",
          "updated_at": "2026-07-20T09:57:30+01:00",
          "name": "John's ISA",
          "policy_number": "AVI-4837",
          "is_main_account": false,
          "statistics": {
            "recent_growth": 100
          }
        }
      },
      "is_main_account": false,
      "active_portfolio": {
        "uuid": "9bd59c5d-df8b-4d72-a376-ac052090f024",
        "created_at": "2026-07-20T09:57:24+01:00",
        "updated_at": "2026-07-20T09:57:24+01:00",
        "is_proposed": true,
        "proposed_at": "2026-07-20T00:00:00+01:00",
        "name": "Risky Portfolio"
      },
      "statistics": {
        "recent_growth": 100
      }
    }
  ]
}