# Plannr API Documentation ## Description This is version `v1.60.2` of this API documentation. Last update on Nov 26, 2025. Version v1.60.2 ## Servers - https://api.plannrcrm.com: https://api.plannrcrm.com () ## Authentication ## Endpoints - [AML Checks](https://apidocs.plannrcrm.com/group/endpoint-aml-checks.md) - [Account](https://apidocs.plannrcrm.com/group/endpoint-account.md) - [Actions](https://apidocs.plannrcrm.com/group/endpoint-actions.md) - [Addon Subscriptions](https://apidocs.plannrcrm.com/group/endpoint-addon-subscriptions.md) - [Addons](https://apidocs.plannrcrm.com/group/endpoint-addons.md) - [Addresses (v1)](https://apidocs.plannrcrm.com/group/endpoint-addresses-v1.md) - [Addresses (v2)](https://apidocs.plannrcrm.com/group/endpoint-addresses-v2.md) - [Audits](https://apidocs.plannrcrm.com/group/endpoint-audits.md) - [Automation Blocks](https://apidocs.plannrcrm.com/group/endpoint-automation-blocks.md) - [Automation Blueprints](https://apidocs.plannrcrm.com/group/endpoint-automation-blueprints.md) - [Automation Execution Steps](https://apidocs.plannrcrm.com/group/endpoint-automation-execution-steps.md) - [Automation Executions](https://apidocs.plannrcrm.com/group/endpoint-automation-executions.md) - [Bank Accounts](https://apidocs.plannrcrm.com/group/endpoint-bank-accounts.md) - [Beneficiary](https://apidocs.plannrcrm.com/group/endpoint-beneficiary.md) - [Blueprint Steps](https://apidocs.plannrcrm.com/group/endpoint-blueprint-steps.md) - [Bulk Actions](https://apidocs.plannrcrm.com/group/endpoint-bulk-actions.md) - [Business Metrics](https://apidocs.plannrcrm.com/group/endpoint-business-metrics.md) - [Cases](https://apidocs.plannrcrm.com/group/endpoint-cases.md) - [Circles](https://apidocs.plannrcrm.com/group/endpoint-circles.md) - [Claim](https://apidocs.plannrcrm.com/group/endpoint-claim.md) - [Client Statuses](https://apidocs.plannrcrm.com/group/endpoint-client-statuses.md) - [Clients](https://apidocs.plannrcrm.com/group/endpoint-clients.md) - [Cloning](https://apidocs.plannrcrm.com/group/endpoint-cloning.md) - [Contact Details (v1)](https://apidocs.plannrcrm.com/group/endpoint-contact-details-v1.md) - [Contact Details (v2)](https://apidocs.plannrcrm.com/group/endpoint-contact-details-v2.md) - [Contributions](https://apidocs.plannrcrm.com/group/endpoint-contributions.md) - [Conversations](https://apidocs.plannrcrm.com/group/endpoint-conversations.md) - [Cover](https://apidocs.plannrcrm.com/group/endpoint-cover.md) - [Custom Default Folders](https://apidocs.plannrcrm.com/group/endpoint-custom-default-folders.md) - [Custom Fields](https://apidocs.plannrcrm.com/group/endpoint-custom-fields.md) - [Dependants (v1)](https://apidocs.plannrcrm.com/group/endpoint-dependants-v1.md) - [Dependants (v2)](https://apidocs.plannrcrm.com/group/endpoint-dependants-v2.md) - [Document Builder](https://apidocs.plannrcrm.com/group/endpoint-document-builder.md) - [Document Packs](https://apidocs.plannrcrm.com/group/endpoint-document-packs.md) - [Document Signing](https://apidocs.plannrcrm.com/group/endpoint-document-signing.md) - [Employee](https://apidocs.plannrcrm.com/group/endpoint-employee.md) - [Employment (V2)](https://apidocs.plannrcrm.com/group/endpoint-employment-v2.md) - [Employments](https://apidocs.plannrcrm.com/group/endpoint-employments.md) - [Endpoints](https://apidocs.plannrcrm.com/group/endpoint-endpoints.md) - [Expenditures](https://apidocs.plannrcrm.com/group/endpoint-expenditures.md) - [FCA Numbers](https://apidocs.plannrcrm.com/group/endpoint-fca-numbers.md) - [Fact-Finds](https://apidocs.plannrcrm.com/group/endpoint-fact-finds.md) - [File Uploading](https://apidocs.plannrcrm.com/group/endpoint-file-uploading.md) - [Filesystem](https://apidocs.plannrcrm.com/group/endpoint-filesystem.md) - [Firms](https://apidocs.plannrcrm.com/group/endpoint-firms.md) - [Form Builder](https://apidocs.plannrcrm.com/group/endpoint-form-builder.md) - [Goals (v1)](https://apidocs.plannrcrm.com/group/endpoint-goals-v1.md) - [Goals (v2)](https://apidocs.plannrcrm.com/group/endpoint-goals-v2.md) - [Groups](https://apidocs.plannrcrm.com/group/endpoint-groups.md) - [Holdings](https://apidocs.plannrcrm.com/group/endpoint-holdings.md) - [Illustrations](https://apidocs.plannrcrm.com/group/endpoint-illustrations.md) - [Imports](https://apidocs.plannrcrm.com/group/endpoint-imports.md) - [Income (v1)](https://apidocs.plannrcrm.com/group/endpoint-income-v1.md) - [Income (v2)](https://apidocs.plannrcrm.com/group/endpoint-income-v2.md) - [Income Reconciliation](https://apidocs.plannrcrm.com/group/endpoint-income-reconciliation.md) - [Introducer](https://apidocs.plannrcrm.com/group/endpoint-introducer.md) - [Logins](https://apidocs.plannrcrm.com/group/endpoint-logins.md) - [Logs](https://apidocs.plannrcrm.com/group/endpoint-logs.md) - [Lookups](https://apidocs.plannrcrm.com/group/endpoint-lookups.md) - [Mailboxes](https://apidocs.plannrcrm.com/group/endpoint-mailboxes.md) - [Miscellaneous](https://apidocs.plannrcrm.com/group/endpoint-miscellaneous.md) - [Model](https://apidocs.plannrcrm.com/group/endpoint-model.md) - [Model Types](https://apidocs.plannrcrm.com/group/endpoint-model-types.md) - [Navigation](https://apidocs.plannrcrm.com/group/endpoint-navigation.md) - [Network Management](https://apidocs.plannrcrm.com/group/endpoint-network-management.md) - [Networth](https://apidocs.plannrcrm.com/group/endpoint-networth.md) - [New Business Events](https://apidocs.plannrcrm.com/group/endpoint-new-business-events.md) - [Notes](https://apidocs.plannrcrm.com/group/endpoint-notes.md) - [Notifications](https://apidocs.plannrcrm.com/group/endpoint-notifications.md) - [OAuth2 Connections (External Only)](https://apidocs.plannrcrm.com/group/endpoint-oauth2-connections-external-only.md) - [Plan Returns](https://apidocs.plannrcrm.com/group/endpoint-plan-returns.md) - [Plans](https://apidocs.plannrcrm.com/group/endpoint-plans.md) - [Plans (v2)](https://apidocs.plannrcrm.com/group/endpoint-plans-v2.md) - [Platform](https://apidocs.plannrcrm.com/group/endpoint-platform.md) - [Premiums](https://apidocs.plannrcrm.com/group/endpoint-premiums.md) - [Providers](https://apidocs.plannrcrm.com/group/endpoint-providers.md) - [Reactions](https://apidocs.plannrcrm.com/group/endpoint-reactions.md) - [Report Templates](https://apidocs.plannrcrm.com/group/endpoint-report-templates.md) - [Report Types](https://apidocs.plannrcrm.com/group/endpoint-report-types.md) - [Reports](https://apidocs.plannrcrm.com/group/endpoint-reports.md) - [Risks (v1)](https://apidocs.plannrcrm.com/group/endpoint-risks-v1.md) - [Risks (v2)](https://apidocs.plannrcrm.com/group/endpoint-risks-v2.md) - [Search](https://apidocs.plannrcrm.com/group/endpoint-search.md) - [Shareholders](https://apidocs.plannrcrm.com/group/endpoint-shareholders.md) - [Staff Members](https://apidocs.plannrcrm.com/group/endpoint-staff-members.md) - [Statements](https://apidocs.plannrcrm.com/group/endpoint-statements.md) - [Static Data](https://apidocs.plannrcrm.com/group/endpoint-static-data.md) - [Sub Account Portfolios](https://apidocs.plannrcrm.com/group/endpoint-sub-account-portfolios.md) - [Sub Accounts](https://apidocs.plannrcrm.com/group/endpoint-sub-accounts.md) - [Tagging](https://apidocs.plannrcrm.com/group/endpoint-tagging.md) - [Task Statuses](https://apidocs.plannrcrm.com/group/endpoint-task-statuses.md) - [Tasks](https://apidocs.plannrcrm.com/group/endpoint-tasks.md) - [Time Entries](https://apidocs.plannrcrm.com/group/endpoint-time-entries.md) - [Transaction](https://apidocs.plannrcrm.com/group/endpoint-transaction.md) - [Transactions (v2)](https://apidocs.plannrcrm.com/group/endpoint-transactions-v2.md) - [Unipass Certificates](https://apidocs.plannrcrm.com/group/endpoint-unipass-certificates.md) - [User Management](https://apidocs.plannrcrm.com/group/endpoint-user-management.md) - [Valuations](https://apidocs.plannrcrm.com/group/endpoint-valuations.md) - [Valuations (V2)](https://apidocs.plannrcrm.com/group/endpoint-valuations-v2.md) - [Webhook Subscriptions](https://apidocs.plannrcrm.com/group/endpoint-webhook-subscriptions.md) - [Withdrawals](https://apidocs.plannrcrm.com/group/endpoint-withdrawals.md) - [Workflows](https://apidocs.plannrcrm.com/group/endpoint-workflows.md) [Powered by Bump.sh](https://bump.sh)