{
  "page": "https://wealthtech.dev/products/practifi",
  "title": "Practifi API: access, auth, sandbox and MCP (checked Oct 2026)",
  "description": "Practifi's API reference is public and sits on top of the Salesforce REST API using the OAuth 2.0 authorization code flow. You need a Practifi org or a partner development environment (email integrate@practifi.com) to call it; limits follow the Salesforce org's daily cap.",
  "updated": "2026-10-17",
  "data": {
    "$schema": "https://wealthtech.dev/schema/product.schema.json",
    "url": "https://wealthtech.dev/products/practifi",
    "title": "Practifi API: access, auth, sandbox and MCP (checked Oct 2026)",
    "lastChecked": "2026-10-17",
    "listed": true,
    "changelog": [],
    "mcp": [],
    "id": "practifi",
    "name": "Practifi",
    "vendor": "Practifi",
    "website": "https://www.practifi.com/",
    "category": "crm",
    "tier": "core",
    "company": "practifi",
    "access": {
      "value": "open-docs-gated-keys",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.practifi.com/docs/api/",
      "evidence": "Establishing the handshake between Practifi and another application requires you to create a Connected App in Salesforce setup in one of your Practifi environments",
      "capture": "evidence/practifi/developer-practifi-com-docs-api.txt",
      "note": "The reference is public; calling the API needs a Practifi org (client) or a development environment from Practifi (partner)."
    },
    "docsUrl": {
      "value": "https://developer.practifi.com/",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.practifi.com/docs/api/",
      "evidence": "The Practifi API is designed to meet the growing needs of our ecosystem of client and partner developers looking to integrate applications with Practifi.",
      "capture": "evidence/practifi/developer-practifi-com-docs-api.txt",
      "note": "research/03 called this portal a stale ReDoc shell; it renders full text now."
    },
    "style": {
      "value": [
        "rest"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.practifi.com/docs/api/",
      "evidence": "Our API is a RESTful web service that sits atop the Salesforce Lightning Platform REST API",
      "capture": "evidence/practifi/developer-practifi-com-docs-api.txt",
      "note": null
    },
    "auth": {
      "value": [
        "oauth2-auth-code"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.practifi.com/docs/api/",
      "evidence": "authorizationCode OAuth Flow",
      "capture": "evidence/practifi/developer-practifi-com-docs-api.txt",
      "note": "Authorization URL and token URL are on login.salesforce.com. The page also says the Practifi API supports OAuth 2.0 as per the Salesforce API."
    },
    "howToGetAccess": {
      "value": "Clients create a Connected App in Salesforce setup in their own Practifi org. Ecosystem partners email integrate@practifi.com for a development environment.",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.practifi.com/docs/api/",
      "evidence": "Email integrate@practifi.com and our integration team will assist.",
      "capture": "evidence/practifi/developer-practifi-com-docs-api.txt",
      "note": null
    },
    "sandbox": {
      "value": "yes-on-request",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.practifi.com/docs/api/",
      "evidence": "talk to us and we can help to quickly create a development environment for you.",
      "capture": "evidence/practifi/developer-practifi-com-docs-api.txt",
      "note": "Quote is from the partner paragraph. Clients are pointed to a Salesforce partial copy sandbox via their Client Success team. The page also describes SwaggerHub auto-mock URLs for development without an environment."
    },
    "rateLimits": {
      "value": "Salesforce platform cap per 24 hours, typically 15,000 + (number of users x 1,000) up to 1,000,000, shared across all of the org's integrations.",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.practifi.com/docs/api/",
      "evidence": "15,000 + (Number of users * 1,000)",
      "capture": "evidence/practifi/developer-practifi-com-docs-api.txt",
      "note": null
    },
    "webhooks": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No webhooks section in the API reference navigation (Overview, Getting started, Authentication, Heartbeat, Prospects, Clients, People, Client Entities, Assets)."
    },
    "sdks": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No SDKs listed on the reference page."
    },
    "openapi": {
      "value": "none",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "The reference page renders and mentions SwaggerHub mock URLs, but the common spec paths api.json, api-spa.json and docs/api/openapi.json on developer.practifi.com returned 404 on 2026-10-17."
    },
    "partnerProgram": {
      "value": {
        "contact": "integrate@practifi.com"
      },
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.practifi.com/docs/api/",
      "evidence": "Email integrate@practifi.com and our integration team will assist.",
      "capture": "evidence/practifi/developer-practifi-com-docs-api.txt",
      "note": "Ecosystem partners only; no program page was captured."
    },
    "publicIntegrationList": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "https://www.practifi.com/integrations returned 404; no integration list page found on practifi.com."
    },
    "connectionMechanisms": {
      "value": [
        "native-api"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.practifi.com/docs/api/",
      "evidence": "Our API is a RESTful web service that sits atop the Salesforce Lightning Platform REST API",
      "capture": "evidence/practifi/developer-practifi-com-docs-api.txt",
      "note": null
    },
    "whatDocsDontSay": [
      "The reference does not publish a downloadable spec file; spec URLs tried returned 404.",
      "No webhooks or SDKs are documented.",
      "Rate limits are the underlying Salesforce org limits, not Practifi-specific ones."
    ],
    "summary": "Practifi's API reference is public and sits on top of the Salesforce REST API using the OAuth 2.0 authorization code flow. You need a Practifi org or a partner development environment (email integrate@practifi.com) to call it; limits follow the Salesforce org's daily cap.",
    "license": "CC BY 4.0",
    "attribution": "wealthtech.dev",
    "publisher": "wealthtech.dev"
  }
}