{
  "page": "https://wealthtech.dev/products/boldin",
  "title": "Boldin API: access, auth, sandbox and MCP (checked Oct 2026)",
  "description": "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.",
  "updated": "2026-10-17",
  "data": {
    "$schema": "https://wealthtech.dev/schema/product.schema.json",
    "url": "https://wealthtech.dev/products/boldin",
    "title": "Boldin API: access, auth, sandbox and MCP (checked Oct 2026)",
    "lastChecked": "2026-10-17",
    "id": "boldin",
    "name": "Boldin",
    "vendor": "NewRetirement, Inc. d/b/a Boldin",
    "website": "https://www.boldin.com/",
    "category": "planning",
    "tier": "core",
    "company": "boldin",
    "listed": true,
    "access": {
      "value": "open-docs-gated-keys",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developers.boldin.com/docs/tenant_data_api/",
      "evidence": "you will need a tenant admin account, with API access enabled",
      "capture": "evidence/boldin/developers-boldin-com-docs-tenant-data-api.txt",
      "note": "research/03 said none found and the advisor page 404; developers.boldin.com is live and public."
    },
    "docsUrl": {
      "value": "https://developers.boldin.com/",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developers.boldin.com/",
      "evidence": "Boldin API Documentation",
      "capture": "evidence/boldin/developers-boldin-com.txt",
      "note": null
    },
    "style": {
      "value": [
        "rest"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developers.boldin.com/docs/tenant_data_api/",
      "evidence": "The API is built on RESTful principles",
      "capture": "evidence/boldin/developers-boldin-com-docs-tenant-data-api.txt",
      "note": null
    },
    "auth": {
      "value": [
        "api-key"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developers.boldin.com/docs/tenant_data_api/",
      "evidence": "You can then generate an API key from your admin dashboard",
      "capture": "evidence/boldin/developers-boldin-com-docs-tenant-data-api.txt",
      "note": "The reference shows an X-API-KEY header parameter."
    },
    "howToGetAccess": {
      "value": "Tenant admin account with API access enabled; generate an API key under API Clients.",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developers.boldin.com/docs/tenant_data_api/",
      "evidence": "You can then generate an API key from your admin dashboard, under the “API Clients” section.",
      "capture": "evidence/boldin/developers-boldin-com-docs-tenant-data-api.txt",
      "note": null
    },
    "sandbox": {
      "value": "unknown",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on the Boldin developer pages read."
    },
    "rateLimits": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on the Boldin developer pages read."
    },
    "webhooks": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on the Boldin developer pages read."
    },
    "sdks": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "The intro mentions 'web components, SDKs, and APIs' but names no SDK languages; the Widgets page lists web components (Retirement Calculator, Annuity Estimator, Roth Conversion)."
    },
    "openapi": {
      "value": "published",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developers.boldin.com/api/v1/plan-data/",
      "evidence": "Download OpenAPI specification",
      "capture": "evidence/boldin/developers-boldin-com-api-v1-plan-data.txt",
      "note": "The download link points to https://www.boldin.com/rails-assets/openapi/openapi.yaml, which returned 200 text/yaml on 2026-10-17."
    },
    "partnerProgram": {
      "value": "Enterprise white-label hosted planner; contact sales@boldin.com",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developers.boldin.com/docs/intro/",
      "evidence": "the Boldin Planner is also available as a hosted, white-label application",
      "capture": "evidence/boldin/developers-boldin-com-docs-intro.txt",
      "note": null
    },
    "publicIntegrationList": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No Boldin-hosted partner list found; boldin.com/advisors and boldin.com/retirement/integrations returned 404."
    },
    "connectionMechanisms": {
      "value": [
        "native-api",
        "mcp"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developers.boldin.com/docs/tenant_data_api/",
      "evidence": "Boldin Tenant Data API provides a set of endpoints for securely storing, retrieving, and managing user data.",
      "capture": "evidence/boldin/developers-boldin-com-docs-tenant-data-api.txt",
      "note": "MCP page (developers.boldin.com/docs/mcp/): 'The server is available at: https://www.boldin.com/mcp'; 'It uses HTTP transport and requires you to sign in with a Boldin account.'"
    },
    "mcp": [],
    "whatDocsDontSay": [
      "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."
    ],
    "changelog": [],
    "summary": "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.",
    "license": "CC BY 4.0",
    "attribution": "wealthtech.dev",
    "publisher": "wealthtech.dev"
  }
}