Boldin API
NewRetirement, Inc. d/b/a Boldin · Financial planning · www.boldin.com
Open docs, keys by approval Last checked Oct 17, 2026
Boldin publishes developer docs for a REST Tenant Data API, embeddable widgets and an MCP server. The API uses an API key generated by a tenant admin, and an OpenAPI specification is downloadable from the reference page.
Developer surface
Open any row to see the page it came from, the exact words on that page and when we checked. "Not found" means we looked on the public pages listed in the note and the fact wasn't there.
| API access | Open docs, keys by approval Checked on the source's own page · Oct 17, 2026“you will need a tenant admin account, with API access enabled”
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| Developer docs | developers.boldin.com Checked on the source's own page · Oct 17, 2026“Boldin API Documentation”
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| API style | REST Checked on the source's own page · Oct 17, 2026“The API is built on RESTful principles”
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| Authentication | API key Checked on the source's own page · Oct 17, 2026“You can then generate an API key from your admin dashboard”
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| How to get access | Tenant admin account with API access enabled; generate an API key under API Clients. Checked on the source's own page · Oct 17, 2026“You can then generate an API key from your admin dashboard, under the “API Clients” section.”
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| Sandbox | Not found Not found · Oct 17, 2026
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| Rate limits | Not found Not found · Oct 17, 2026
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| Webhooks | Not found Not found · Oct 17, 2026
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| SDKs | Not found Not found · Oct 17, 2026
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| OpenAPI spec | Published Checked on the source's own page · Oct 17, 2026“Download OpenAPI specification”
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| Partner program | Enterprise white-label hosted planner; contact [email protected] Checked on the source's own page · Oct 17, 2026“the Boldin Planner is also available as a hosted, white-label application”
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| Public integration list | Not found Not found · Oct 17, 2026
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| Ways to connect | Native API, MCP Checked on the source's own page · Oct 17, 2026“Boldin Tenant Data API provides a set of endpoints for securely storing, retrieving, and managing user data.”
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MCP servers and AI connectors
None recorded. We found no MCP server or AI connector for Boldin on the public pages we checked. See all MCP servers.
What the docs don't say
- The Tenant Data API needs a tenant admin account with API access enabled; the page does not say how to obtain that account.
- No rate limits, sandbox or webhooks are described on the developer pages read.
Changes
No changes recorded since this record was first published (Oct 17, 2026). Changes show up here and in the changelog.
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