Holistiplan API
Holistiplan LLC · Financial planning · www.holistiplan.com
Open docs, keys by approval Last checked Oct 17, 2026
Holistiplan's Public API uses OAuth 2.0 client credentials against api.holistiplan.com/v2, and access is evaluated case by case. The published limit is 1,000 requests per hour per client in production, and tokens expire after 10 hours.
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“Access to the Public API is evaluated on a case-by-case basis.”
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| Developer docs | help.holistiplan.com Checked on the source's own page · Oct 17, 2026“Getting Started with the Holistiplan API”
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| API style | REST Checked on the source's own page · Oct 17, 2026“GET https://api.holistiplan.com/v2/households/”
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| Authentication | OAuth 2.0 (client credentials) Checked on the source's own page · Oct 17, 2026“Holistiplan's API uses OAuth 2.0 Client Credentials authentication.”
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| How to get access | Request access via the link on the Getting Started page; once approved, create a Client ID and Secret under Settings > Security Settings > API Keys. Checked on the source's own page · Oct 17, 2026“Click here to request access”
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| Sandbox | Not found Not found · Oct 17, 2026
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| Rate limits | 1,000 requests per hour per client in production Checked on the source's own page · Oct 17, 2026“The Public API is limited to 1,000 requests per hour per client in production.”
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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 | Not found Not found · Oct 17, 2026
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| Partner program | Public API for firms and integration partners, access evaluated case by case Checked on the source's own page · Oct 17, 2026“allows firms and integration partners to programmatically access and interact with Holistiplan data”
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| Public integration list | help.holistiplan.com Checked on the source's own page · Oct 17, 2026“Wealthbox Integration Guide”
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| Ways to connect | Native API, Single sign-on Checked on the source's own page · Oct 17, 2026“Holistiplan's Public API uses API v2.”
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MCP servers and AI connectors
None recorded. We found no MCP server or AI connector for Holistiplan on the public pages we checked. See all MCP servers.
What the docs don't say
- The interactive API reference needs a sign-in; the endpoint-reference article was not readable at help.holistiplan.com/holistiplan-api-endpoint-reference (404), so endpoints are not listed publicly in what was read.
- No sandbox or webhooks are described; the incremental-sync guide describes polling with timestamp filters.
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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