{
  "page": "https://wealthtech.dev/products/holistiplan",
  "title": "Holistiplan API: access, auth, sandbox and MCP (checked Oct 2026)",
  "description": "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.",
  "updated": "2026-10-17",
  "data": {
    "$schema": "https://wealthtech.dev/schema/product.schema.json",
    "url": "https://wealthtech.dev/products/holistiplan",
    "title": "Holistiplan API: access, auth, sandbox and MCP (checked Oct 2026)",
    "lastChecked": "2026-10-17",
    "id": "holistiplan",
    "name": "Holistiplan",
    "vendor": "Holistiplan LLC",
    "website": "https://www.holistiplan.com/",
    "category": "planning",
    "tier": "core",
    "company": "holistiplan",
    "listed": true,
    "access": {
      "value": "open-docs-gated-keys",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://help.holistiplan.com/getting-started-with-the-holistiplan-api",
      "evidence": "Access to the Public API is evaluated on a case-by-case basis.",
      "capture": "evidence/holistiplan/help-holistiplan-com-getting-started-with-the-holistiplan-api.txt",
      "note": null
    },
    "docsUrl": {
      "value": "https://help.holistiplan.com/getting-started-with-the-holistiplan-api",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://help.holistiplan.com/getting-started-with-the-holistiplan-api",
      "evidence": "Getting Started with the Holistiplan API",
      "capture": "evidence/holistiplan/help-holistiplan-com-getting-started-with-the-holistiplan-api.txt",
      "note": "Interactive docs at app.holistiplan.com/api/public/docs/ redirected to a sign-in page on 2026-10-17."
    },
    "style": {
      "value": [
        "rest"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://help.holistiplan.com/getting-started-with-the-holistiplan-api",
      "evidence": "GET https://api.holistiplan.com/v2/households/",
      "capture": "evidence/holistiplan/help-holistiplan-com-getting-started-with-the-holistiplan-api.txt",
      "note": "The page shows HTTP resource URLs and limit/offset pagination; it does not use the word REST."
    },
    "auth": {
      "value": [
        "oauth2-client-credentials"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://help.holistiplan.com/getting-started-with-the-holistiplan-api",
      "evidence": "Holistiplan's API uses OAuth 2.0 Client Credentials authentication.",
      "capture": "evidence/holistiplan/help-holistiplan-com-getting-started-with-the-holistiplan-api.txt",
      "note": null
    },
    "howToGetAccess": {
      "value": "Request access via the link on the Getting Started page; once approved, create a Client ID and Secret under Settings > Security Settings > API Keys.",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://help.holistiplan.com/getting-started-with-the-holistiplan-api",
      "evidence": "Click here to request access",
      "capture": "evidence/holistiplan/help-holistiplan-com-getting-started-with-the-holistiplan-api.txt",
      "note": null
    },
    "sandbox": {
      "value": "unknown",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "The Getting Started page describes only production use; no test environment is mentioned."
    },
    "rateLimits": {
      "value": "1,000 requests per hour per client in production",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://help.holistiplan.com/getting-started-with-the-holistiplan-api",
      "evidence": "The Public API is limited to 1,000 requests per hour per client in production.",
      "capture": "evidence/holistiplan/help-holistiplan-com-getting-started-with-the-holistiplan-api.txt",
      "note": null
    },
    "webhooks": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No webhooks mentioned on the Getting Started or incremental-sync pages; the sync guide describes polling with __gte timestamp filters."
    },
    "sdks": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No SDKs named on the Getting Started page."
    },
    "openapi": {
      "value": "none",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Interactive API documentation is at app.holistiplan.com/api/public/docs/ but that URL redirected to a sign-in page; no downloadable spec seen."
    },
    "partnerProgram": {
      "value": "Public API for firms and integration partners, access evaluated case by case",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://help.holistiplan.com/getting-started-with-the-holistiplan-api",
      "evidence": "allows firms and integration partners to programmatically access and interact with Holistiplan data",
      "capture": "evidence/holistiplan/help-holistiplan-com-getting-started-with-the-holistiplan-api.txt",
      "note": null
    },
    "publicIntegrationList": {
      "value": "https://help.holistiplan.com/integrations",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://help.holistiplan.com/integrations",
      "evidence": "Wealthbox Integration Guide",
      "capture": "evidence/holistiplan/help-holistiplan-com-integrations.txt",
      "note": null
    },
    "connectionMechanisms": {
      "value": [
        "native-api",
        "sso"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://help.holistiplan.com/getting-started-with-the-holistiplan-api",
      "evidence": "Holistiplan's Public API uses API v2.",
      "capture": "evidence/holistiplan/help-holistiplan-com-getting-started-with-the-holistiplan-api.txt",
      "note": "The integrations page also lists 'Setting Up Single Sign-On with Okta' and CRM guides (Redtail, Wealthbox)."
    },
    "mcp": [],
    "whatDocsDontSay": [
      "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."
    ],
    "changelog": [],
    "summary": "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.",
    "license": "CC BY 4.0",
    "attribution": "wealthtech.dev",
    "publisher": "wealthtech.dev"
  }
}