# AdvizorPro API: access, auth, sandbox and MCP (checked Oct 2026)

> AdvizorPro's public API article directs customers to their Customer Success Manager, who connects them with the integrations team. Its home page lists CRM sync, API, Snowflake and AI-assistant connections.

- Vendor: AdvizorPro (AdvizorPro)
- Website: https://www.advizorpro.com/
- Category: Prospecting data (core)
- API access: Partner-gated
- Last checked: 2026-10-17
- Id: `advizorpro` · JSON: https://wealthtech.dev/products/advizorpro.json

## Developer surface

| Field | Value | Source and quote | Checked |
|---|---|---|---|
| API access | Partner-gated | Checked on the source's own page. [support.advizorpro.com](https://support.advizorpro.com/en/advizorpro-knowledge-base/advizorpro-api) "please contact your Customer Success Manager (CSM), who will connect you with our integrations team" | 2026-10-17 |
| Developer docs | https://support.advizorpro.com/en/advizorpro-knowledge-base/advizorpro-api | Checked on the source's own page. [support.advizorpro.com](https://support.advizorpro.com/en/advizorpro-knowledge-base/advizorpro-api) "AdvizorPro API" | 2026-10-17 |
| API style | Not found | Not found. Not stated on the API knowledge-base article. Not stated on the API knowledge-base article. | 2026-10-17 |
| Authentication | Not found | Not found. Not stated on the API knowledge-base article. Not stated on the API knowledge-base article. | 2026-10-17 |
| How to get access | Contact your AdvizorPro Customer Success Manager, who connects you with the integrations team. | Checked on the source's own page. [support.advizorpro.com](https://support.advizorpro.com/en/advizorpro-knowledge-base/advizorpro-api) "If you're interested in integrating via API" | 2026-10-17 |
| Sandbox | Not found | Not found. Not stated. Not stated. | 2026-10-17 |
| Rate limits | Not found | Not found. Not stated. Not stated. | 2026-10-17 |
| Webhooks | Not found | Not found. The knowledge base has CRM webhook articles (for example 'How to set up a webhook to enrich contact data in Hubspot'); whether AdvizorPro offers its own webhooks was not read. The knowledge base has CRM webhook articles (for example 'How to set up a webhook to enrich contact data in Hubspot'); whether AdvizorPro offers its own webhooks was not read. | 2026-10-17 |
| SDKs | Not found | Not found. Not stated. Not stated. | 2026-10-17 |
| OpenAPI spec | Not found | Not found. No spec found. No spec found. | 2026-10-17 |
| Partner program | Not found | Not found. No partner-application page found on the pages tried. No partner-application page found on the pages tried. | 2026-10-17 |
| Public integration list | https://www.advizorpro.com/ | Checked on the source's own page. [www.advizorpro.com](https://www.advizorpro.com/) "Learn more about integrations" | 2026-10-17 |
| Ways to connect | Native API, Data share | Checked on the source's own page. [www.advizorpro.com](https://www.advizorpro.com/) "Sync to Salesforce, HubSpot, Dynamics, and other leading CRMs, pull data by API, or query AdvizorPro directly in Claude and ChatGPT." | 2026-10-17 |

## MCP servers and AI connectors

None recorded on public pages we checked.

## What the docs don't say

- The knowledge-base API article is one sentence directing you to a Customer Success Manager; no endpoints, authentication or limits are published.
- research/03 asked to reclassify AdvizorPro as prospecting data; it is filed under prospecting-data.

## Changes

No changes recorded since this record was first published.
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Source: https://wealthtech.dev/products/advizorpro · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it.