# Practifi API: access, auth, sandbox and MCP (checked Oct 2026)

> 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.

- Vendor: Practifi (Practifi)
- Website: https://www.practifi.com/
- Category: Advisor CRM (core)
- API access: Open docs, keys by approval
- Last checked: 2026-10-17
- Id: `practifi` · JSON: https://wealthtech.dev/products/practifi.json

## Developer surface

| Field | Value | Source and quote | Checked |
|---|---|---|---|
| API access | Open docs, keys by approval | Checked on the source's own page. [developer.practifi.com](https://developer.practifi.com/docs/api/) "Establishing the handshake between Practifi and another application requires you to create a Connected App in Salesforce setup in one of your Practifi environments" | 2026-10-17 |
| Developer docs | https://developer.practifi.com/ | Checked on the source's own page. [developer.practifi.com](https://developer.practifi.com/docs/api/) "The Practifi API is designed to meet the growing needs of our ecosystem of client and partner developers looking to integrate applications with Practifi." | 2026-10-17 |
| API style | REST | Checked on the source's own page. [developer.practifi.com](https://developer.practifi.com/docs/api/) "Our API is a RESTful web service that sits atop the Salesforce Lightning Platform REST API" | 2026-10-17 |
| Authentication | OAuth 2.0 (authorization code) | Checked on the source's own page. [developer.practifi.com](https://developer.practifi.com/docs/api/) "authorizationCode OAuth Flow" | 2026-10-17 |
| How to get access | Clients create a Connected App in Salesforce setup in their own Practifi org. Ecosystem partners email integrate@practifi.com for a development environment. | Checked on the source's own page. [developer.practifi.com](https://developer.practifi.com/docs/api/) "Email integrate@practifi.com and our integration team will assist." | 2026-10-17 |
| Sandbox | Yes, on request | Checked on the source's own page. [developer.practifi.com](https://developer.practifi.com/docs/api/) "talk to us and we can help to quickly create a development environment for you." | 2026-10-17 |
| Rate limits | 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. | Checked on the source's own page. [developer.practifi.com](https://developer.practifi.com/docs/api/) "15,000 + (Number of users * 1,000)" | 2026-10-17 |
| Webhooks | Not found | Not found. No webhooks section in the API reference navigation (Overview, Getting started, Authentication, Heartbeat, Prospects, Clients, People, Client Entities, Assets). No webhooks section in the API reference navigation (Overview, Getting started, Authentication, Heartbeat, Prospects, Clients, People, Client Entities, Assets). | 2026-10-17 |
| SDKs | Not found | Not found. No SDKs listed on the reference page. No SDKs listed on the reference page. | 2026-10-17 |
| OpenAPI spec | Not found | Not found. 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. 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. | 2026-10-17 |
| Partner program | [object Object] | Checked on the source's own page. [developer.practifi.com](https://developer.practifi.com/docs/api/) "Email integrate@practifi.com and our integration team will assist." | 2026-10-17 |
| Public integration list | Not found | Not found. https://www.practifi.com/integrations returned 404; no integration list page found on practifi.com. https://www.practifi.com/integrations returned 404; no integration list page found on practifi.com. | 2026-10-17 |
| Ways to connect | Native API | Checked on the source's own page. [developer.practifi.com](https://developer.practifi.com/docs/api/) "Our API is a RESTful web service that sits atop the Salesforce Lightning Platform REST API" | 2026-10-17 |

## MCP servers and AI connectors

None recorded on public pages we checked.

## What the docs don't say

- 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.

## Changes

No changes recorded since this record was first published.
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Source: https://wealthtech.dev/products/practifi · 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.