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update_instalment_plan_templates

Update instalment plan templates by ID. Core fields (name, guarantorRequired, type, and optional academicYear) are replaced together. External-name translations can be upserted independently by locale: omitted locales remain unchanged and an empty value clears that locale. Tags can also be set independently; they replace any existing tags and an empty array clears them. Each template in the batch is updated independently; partial failures are reported per-item. Phases run in order (core fields, translations, tags); a later failure is reported explicitly but does not roll earlier phases back. Use list_instalment_plan_templates to discover template IDs first.

Parameter Type Required Description
instalmentPlanTemplates UpdateInstalmentPlanTemplateInput[] Yes Array of instalment plan templates to update - UpdateInstalmentPlanTemplateInput
Field Type Required Description
id string Yes ID of the instalment plan template to update
name string No Human-readable name for the template (max 255 characters)
guarantorRequired boolean No Whether a guarantor is required when using this template
academicYear AcademicYear | null No Academic year this template applies to. It can only be supplied with name, guarantorRequired, and type; pass null with those fields to clear it, or omit it to preserve the current value. - AcademicYear
type PlanType No PlanType
externalNameTranslations ExternalNameTranslation[] No External-name translations to upsert by locale. Omitted locales remain unchanged; an empty value clears the supplied locale. - ExternalNameTranslation
tags string[] No Tag keys to set on the template, replacing any existing tags. Pass an empty array to clear all tags. Use list_tags with entity INSTALMENT_PLAN_TEMPLATE to discover existing keys.
Field Type Required Description
kind PlanTypeKind Yes Plan type discriminator. One of FULL_PAYMENT, CALENDAR_MONTHLY, or CUSTOM. FULL_PAYMENT = one payment; CALENDAR_MONTHLY = monthly instalments; CUSTOM = bespoke schedule requiring startDate and instalments. - PlanTypeKind
currency string No ISO-4217 currency code the plan is denominated in (e.g. GBP, EUR)
startDate string No Start date of the plan (ISO date). Required when kind is CUSTOM.
instalments CustomInstalment[] No Ordered list of instalments. Required when kind is CUSTOM; percentages must sum to 100. Only the last instalment may have a null to. - CustomInstalment
advancedPayments AdvancedPayment[] No Optional advanced payments collected before the regular instalment schedule begins - AdvancedPayment
Field Type Required Description
locale string Yes BCP 47 locale code for the translation (e.g. en, es, en-GB)
value string Yes Translated external name (max 255 characters). Use an empty string to clear this locale; omit the locale entry entirely to leave it unchanged.
Field Type Required Description
to string | null Yes End date of the instalment period (ISO date, e.g. 2025-12-31). Pass null on the last instalment only to make it open-ended (“Extend to booking check-out date”); it then runs to the booking’s billing end date.
percentage string Yes Percentage of the total due in this instalment, as a decimal string (e.g. “70.25”)
Field Type Required Description
on AdvancedPaymentOn Yes AdvancedPaymentOn
amount AdvancedPaymentAmount Yes AdvancedPaymentAmount
Field Type Required Description
kind AdvancedPaymentOnKind Yes Advanced payment trigger kind. One of IMMEDIATE or DAYS_BEFORE_CONTRACT_START. IMMEDIATE is due on booking; DAYS_BEFORE_CONTRACT_START is due N days before the contract start date. - AdvancedPaymentOnKind
days number No Number of days before contract start. Required when kind is DAYS_BEFORE_CONTRACT_START.
Field Type Required Description
kind AdvancedPaymentAmountKind Yes Advanced payment amount kind. One of PERCENTAGE, FIXED, or MONTHS. Determines which of percentage, fixedAmount, or months must be populated. - AdvancedPaymentAmountKind
percentage string No Percentage value as a decimal string (e.g. “25.5”). Required when kind is PERCENTAGE.
fixedAmount AdvancedPaymentFixedAmount No Fixed monetary amount. Required when kind is FIXED. - AdvancedPaymentFixedAmount
months string No Number of months as a decimal string (e.g. “2.5”). Required when kind is MONTHS.
Field Type Required Description
amount number Yes Monetary value in the smallest currency unit (e.g. cents/pence)
currency string Yes ISO-4217 currency code (e.g. EUR, GBP, USD)
Value Description
YEAR_2025_2026 2025/26 academic year
YEAR_2026_2027 2026/27 academic year
YEAR_2027_2028 2027/28 academic year
YEAR_2028_2029 2028/29 academic year
YEAR_2029_2030 2029/30 academic year
Value Description
FULL_PAYMENT A single up-front payment for the full balance
CALENDAR_MONTHLY Equal monthly instalments aligned to calendar months
CUSTOM Bespoke instalment schedule defined by startDate and instalments
Value Description
IMMEDIATE Due immediately on booking
DAYS_BEFORE_CONTRACT_START Due N days before the contract start date
Value Description
PERCENTAGE Percentage of the total balance
FIXED Fixed monetary amount in a specific currency
MONTHS Number of months of contract value
Field Type Description
content ContentItem[] Array of content items returned by the tool - ContentItem
isError boolean Whether the tool execution resulted in an error
Field Type Description
type 'text' Content type (currently only ‘text’ is supported)
text string The text content to display