Update a beneficiary of a plan 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"
}
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PUT /api/v1/plans/{plan_uuid}/beneficiary/{uuid}
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • plan_uuid string Required
  • uuid string Required
application/json

Body

  • name string

    Name of the beneficiary.

  • percentage number(float)

    Percentage due to the beneficiary.

    Minimum value is 0.0, maximum value is 100.0.

Responses

  • 200 application/json
    Hide response attribute Show response attribute object
    • message string
  • 409 application/json

    Plan is being deleted

    Hide response attribute Show response attribute object
    • message string
PUT /api/v1/plans/{plan_uuid}/beneficiary/{uuid} 
curl \
 --request PUT 'https://api.plannrcrm.com/api/v1/plans/6ff8f7f6-1eb3-3525-be4a-3932c805afed/beneficiary/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":"John Smith","percentage":50.75}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "name": "John Smith",
  "percentage": 50.75
}
Response examples (200) 
{
  "message": "Plan is being deleted."
}
Response examples (409) 
{
  "message": "Plan is being deleted."
}