Update a bank account | PlannrCRM API documentation

Update a bank 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

{
  "PlannrCRM MCP server": {
    "url": "https://apidocs.plannrcrm.com/mcp"
  }
}

PUT /api/v2/bank-accounts/{uuid}

Personal access token & O auth2

Headers

X-PLANNR-ACCOUNT-UUID string

Path parameters

uuid string Required

application/json

Body

account_uuids array[string(uuid)] Required

The UUIDs of the accounts who should own the bank account. These must only be client accounts.
account_name string Required

The friendly name for the bank account.

Maximum length is 255.
account_holders string Required

The name of the bank account holder(s) as it appears on statements

Maximum length is 255.
account_number string Required

The bank account number.
sort_code string Required

The bank account sort code

Responses

200 application/json
Hide response attributes Show response attributes object
- uuid string
- created_at string
- updated_at string
- account_name string
- account_holders string
- account_number string
- sort_code string
- accounts object
  
  Hide accounts attributes Show accounts 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
  
  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.
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/v2/bank-accounts/{uuid}

curl \
 --request PUT 'https://api.plannrcrm.com/api/v2/bank-accounts/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 '{
  "account_uuids": [
    "aea08b55-0a1a-442e-b177-fa38251f3352",
    "399c8a55-0a67-4eae-aa55-4b4ffe69d614",
    "2163330c-fc4e-406e-8416-2b852c55ba85"
  ],
  "account_name": "My Savings Account",
  "account_holders": "Mr John A Smith",
  "account_number": "01234567",
  "sort_code": "012345"
}'

Request examples

# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "account_uuids": [
    "aea08b55-0a1a-442e-b177-fa38251f3352",
    "399c8a55-0a67-4eae-aa55-4b4ffe69d614",
    "2163330c-fc4e-406e-8416-2b852c55ba85"
  ],
  "account_name": "My Savings Account",
  "account_holders": "Mr John A Smith",
  "account_number": "01234567",
  "sort_code": "012345"
}

Response examples (200)

{
  "uuid": "35649b4e-2e48-4298-ade0-32dd73e3e401",
  "created_at": "2026-09-17T15:11:01+01:00",
  "updated_at": "2026-09-17T15:11:01+01:00",
  "account_name": "Savings Account",
  "account_holders": "Mr John A Smith",
  "account_number": "12345678",
  "sort_code": "123456",
  "accounts": {
    "uuid": "ca34691a-a59d-4463-8d8a-d6ffb1037b5c",
    "created_at": "2026-09-17T15:11:01+01:00",
    "updated_at": "2026-09-17T15:11:01+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",
    "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"
    }
  }
}

Response examples (422)

{
  "message": "The given data was invalid.",
  "errors": {
    "field": [
      "The field is invalid."
    ]
  }
}