# Boldin API: access, auth, sandbox and MCP (checked Oct 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.

- Vendor: NewRetirement, Inc. d/b/a Boldin (NewRetirement, Inc. d/b/a Boldin)
- Website: https://www.boldin.com/
- Category: Financial planning (core)
- API access: Open docs, keys by approval
- Last checked: 2026-10-17
- Id: `boldin` · JSON: https://wealthtech.dev/products/boldin.json

## Developer surface

| Field | Value | Source and quote | Checked |
|---|---|---|---|
| API access | Open docs, keys by approval | Checked on the source's own page. [developers.boldin.com](https://developers.boldin.com/docs/tenant_data_api/) "you will need a tenant admin account, with API access enabled" | 2026-10-17 |
| Developer docs | https://developers.boldin.com/ | Checked on the source's own page. [developers.boldin.com](https://developers.boldin.com/) "Boldin API Documentation" | 2026-10-17 |
| API style | REST | Checked on the source's own page. [developers.boldin.com](https://developers.boldin.com/docs/tenant_data_api/) "The API is built on RESTful principles" | 2026-10-17 |
| Authentication | API key | Checked on the source's own page. [developers.boldin.com](https://developers.boldin.com/docs/tenant_data_api/) "You can then generate an API key from your admin dashboard" | 2026-10-17 |
| 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. [developers.boldin.com](https://developers.boldin.com/docs/tenant_data_api/) "You can then generate an API key from your admin dashboard, under the “API Clients” section." | 2026-10-17 |
| Sandbox | Not found | Not found. Not stated on the Boldin developer pages read. Not stated on the Boldin developer pages read. | 2026-10-17 |
| Rate limits | Not found | Not found. Not stated on the Boldin developer pages read. Not stated on the Boldin developer pages read. | 2026-10-17 |
| Webhooks | Not found | Not found. Not stated on the Boldin developer pages read. Not stated on the Boldin developer pages read. | 2026-10-17 |
| SDKs | Not found | Not found. 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). 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). | 2026-10-17 |
| OpenAPI spec | Published | Checked on the source's own page. [developers.boldin.com](https://developers.boldin.com/api/v1/plan-data/) "Download OpenAPI specification" | 2026-10-17 |
| Partner program | Enterprise white-label hosted planner; contact sales@boldin.com | Checked on the source's own page. [developers.boldin.com](https://developers.boldin.com/docs/intro/) "the Boldin Planner is also available as a hosted, white-label application" | 2026-10-17 |
| Public integration list | Not found | Not found. No Boldin-hosted partner list found; boldin.com/advisors and boldin.com/retirement/integrations returned 404. No Boldin-hosted partner list found; boldin.com/advisors and boldin.com/retirement/integrations returned 404. | 2026-10-17 |
| Ways to connect | Native API, MCP | Checked on the source's own page. [developers.boldin.com](https://developers.boldin.com/docs/tenant_data_api/) "Boldin Tenant Data API provides a set of endpoints for securely storing, retrieving, and managing user data." | 2026-10-17 |

## MCP servers and AI connectors

None recorded on public pages we checked.

## 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.
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Source: https://wealthtech.dev/products/boldin · 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.