Update a valuation 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}/sub-accounts/{subAccount_uuid}/valuations/{uuid}
Personal access token & O auth2

Path parameters

  • plan_uuid string Required
  • subAccount_uuid string Required
  • uuid string Required
application/json

Body

  • value integer Required

    Money value of the valuation as an integer eg 4000 = £40.00

Responses

  • 200 application/json
    Hide response attributes Show response 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 string
      • created_at string
      • updated_at string
      • name string
      • policy_number string
      • latest_valuation string
      • is_main_account boolean
      • active_portfolio string
      • statistics object
        Hide statistics attribute Show statistics attribute object
        • recent_growth integer
  • 409 application/json

    Plan is being deleted

    Hide response attributes Show response 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 string
      • created_at string
      • updated_at string
      • name string
      • policy_number string
      • latest_valuation string
      • is_main_account boolean
      • active_portfolio string
      • statistics object
        Hide statistics attribute Show statistics attribute object
        • recent_growth integer
PUT /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/valuations/{uuid} 
curl \
 --request PUT 'https://api.plannrcrm.com/api/v1/plans/6ff8f7f6-1eb3-3525-be4a-3932c805afed/sub-accounts/6ff8f7f6-1eb3-3525-be4a-3932c805afed/valuations/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{"value":4000}'
Request examples 
{
  "value": 4000
}
Response examples (200) 
[
  {
    "uuid": "656550f7-6144-4bb4-bc47-e34a39215f50",
    "created_at": "2026-06-08T16:08:03+01:00",
    "updated_at": "2026-06-08T16:08:03+01:00",
    "valued_at": "2026-06-08T16:08:03+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": "4b054caf-ee41-4abc-be7d-dbdf29b2c84b",
      "created_at": "2026-06-08T16:08:03+01:00",
      "updated_at": "2026-06-08T16:08:03+01:00",
      "name": "John's ISA",
      "policy_number": "AVI-4837",
      "latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource",
      "is_main_account": false,
      "active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
      "statistics": {
        "recent_growth": 100
      }
    }
  }
]
Response examples (409) 
[
  {
    "uuid": "656550f7-6144-4bb4-bc47-e34a39215f50",
    "created_at": "2026-06-08T16:08:03+01:00",
    "updated_at": "2026-06-08T16:08:03+01:00",
    "valued_at": "2026-06-08T16:08:03+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": "4b054caf-ee41-4abc-be7d-dbdf29b2c84b",
      "created_at": "2026-06-08T16:08:03+01:00",
      "updated_at": "2026-06-08T16:08:03+01:00",
      "name": "John's ISA",
      "policy_number": "AVI-4837",
      "latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource",
      "is_main_account": false,
      "active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
      "statistics": {
        "recent_growth": 100
      }
    }
  }
]