Wealthbox API
Wealthbox, LLC · Advisor CRM · www.wealthbox.com
Open: self-serve docs and keys Last checked Oct 17, 2026
Wealthbox publishes its REST API docs openly and lets an account holder create a personal API access token in settings, which the docs say is reserved for personal integrations and testing. OAuth for partner apps requires emailing Wealthbox for client credentials, and requests are throttled to about one per second over five minutes.
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: self-serve docs and keys Checked on the source's own page · Oct 17, 2026“In order to obtain a new access token or to manage your existing tokens, please visit the API access token settings page.”
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| Developer docs | dev.wealthbox.com Checked on the source's own page · Oct 17, 2026“The Wealthbox API consists of REST-based resource URLs which provide a predictable way to interact with Wealthbox over JSON or XML.”
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| API style | REST Checked on the source's own page · Oct 17, 2026“The Wealthbox API consists of REST-based resource URLs which provide a predictable way to interact with Wealthbox over JSON or XML.”
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| Authentication | API key, OAuth 2.0 (authorization code) Checked on the source's own page · Oct 17, 2026“The Wealthbox API allows authenticating with OAuth 2.0 using authorization code grants as well as refresh token grants as defined in RFC6749.”
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| How to get access | Create a personal API access token in your Wealthbox settings. For OAuth, email [email protected] with details about your application to be issued a client ID and client secret. Checked on the source's own page · Oct 17, 2026“To implement OAuth for your application, please email [email protected] with your request and details about your application.”
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| Sandbox | Not found Not found · Oct 17, 2026
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| Rate limits | One request per second over a five-minute sampling period, short bursts above that are allowed; exceeding it returns HTTP 429. Checked on the source's own page · Oct 17, 2026“The throttling rate is one request/second over a five minute sampling period”
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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 | [object Object] Checked on the source's own page · Oct 17, 2026“We partner with wealthtech companies to reach financial advisors through integrated products and co-marketing.”
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| Public integration list | www.wealthbox.com Checked on the source's own page · Oct 17, 2026“150+ INTEGRATIONS”
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| Ways to connect | Native API, Zapier, MCP Checked on the source's own page · Oct 17, 2026“The Wealthbox API consists of REST-based resource URLs which provide a predictable way to interact with Wealthbox over JSON or XML.”
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MCP servers and AI connectors
- Wealthbox connector (MCP): Remote MCP server, live
What the docs don't say
- The developer docs state no sandbox or test environment, no webhooks, no SDKs and no OpenAPI file.
- OAuth client credentials are issued by email, not through a self-serve developer portal.
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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