Update a sub account 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/{uuid}
Personal access token & O auth2

Path parameters

  • plan_uuid string Required
  • uuid string Required
application/json

Body

  • name string

    Descriptive name of the sub account

  • policy_number string

    Sub account policy number

  • proposal_reference string

    Sub account proposal number

  • active_portfolio_uuid string(uuid)

    The active portfolio UUID of the sub-account.

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}/sub-accounts/{uuid} 
curl \
 --request PUT 'https://api.plannrcrm.com/api/v1/plans/6ff8f7f6-1eb3-3525-be4a-3932c805afed/sub-accounts/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{"name":"Johns ISA","policy_number":"AVF-4355432","proposal_reference":"BtMWiy0JwHtogU4","active_portfolio_uuid":"6966840b-3204-45f6-ae69-4b81743d47f9"}'
Request examples 
{
  "name": "Johns ISA",
  "policy_number": "AVF-4355432",
  "proposal_reference": "BtMWiy0JwHtogU4",
  "active_portfolio_uuid": "6966840b-3204-45f6-ae69-4b81743d47f9"
}
Response examples (200) 
{
  "message": "Plan is being deleted."
}
Response examples (409) 
{
  "message": "Plan is being deleted."
}