Get plan
get_planFetch a plan by UUID from a financial adviser CRM, returning type, provider, status, owners, sub-accounts, review and valuation dates, and custom field names. Optionally include contact details.
Instructions
One plan by UUID: type, provider, status, owners, seller, sub-accounts by name, review and valuation dates, custom field names. Policy numbers, linked policy numbers, third-party references and custom field values only with include_contact_details; money amounts never. Uses GET /api/v1/plans/{uuid}.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| plan_uuid | Yes | Plan UUID | |
| include_contact_details | No | Include policy, proposal and linked policy numbers, third-party references, custom field values and owners' email addresses. Off by default. |