{
  "page": "https://wealthtech.dev/products/wealthbox",
  "title": "Wealthbox API: access, auth, sandbox and MCP (checked Oct 2026)",
  "description": "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.",
  "updated": "2026-10-17",
  "data": {
    "$schema": "https://wealthtech.dev/schema/product.schema.json",
    "url": "https://wealthtech.dev/products/wealthbox",
    "title": "Wealthbox API: access, auth, sandbox and MCP (checked Oct 2026)",
    "lastChecked": "2026-10-17",
    "listed": true,
    "changelog": [],
    "mcp": [
      "wealthbox-mcp"
    ],
    "id": "wealthbox",
    "name": "Wealthbox",
    "vendor": "Wealthbox, LLC",
    "website": "https://www.wealthbox.com/",
    "category": "crm",
    "tier": "core",
    "company": "wealthbox",
    "access": {
      "value": "open",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://dev.wealthbox.com/",
      "evidence": "In order to obtain a new access token or to manage your existing tokens, please visit the API access token settings page.",
      "capture": "evidence/wealthbox/dev-wealthbox-com.txt",
      "note": "Personal API access tokens are created by the account holder in settings. The docs limit their use: \"Personal API access tokens are reserved for building personal integrations — such as those to in-house systems — and testing integration capabilities.\" OAuth client credentials are issued after an email request (see howToGetAccess)."
    },
    "docsUrl": {
      "value": "https://dev.wealthbox.com/",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://dev.wealthbox.com/",
      "evidence": "The Wealthbox API consists of REST-based resource URLs which provide a predictable way to interact with Wealthbox over JSON or XML.",
      "capture": "evidence/wealthbox/dev-wealthbox-com.txt",
      "note": null
    },
    "style": {
      "value": [
        "rest"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://dev.wealthbox.com/",
      "evidence": "The Wealthbox API consists of REST-based resource URLs which provide a predictable way to interact with Wealthbox over JSON or XML.",
      "capture": "evidence/wealthbox/dev-wealthbox-com.txt",
      "note": "Page says responses can be JSON or XML."
    },
    "auth": {
      "value": [
        "api-key",
        "oauth2-auth-code"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://dev.wealthbox.com/",
      "evidence": "The Wealthbox API allows authenticating with OAuth 2.0 using authorization code grants as well as refresh token grants as defined in RFC6749.",
      "capture": "evidence/wealthbox/dev-wealthbox-com.txt",
      "note": "The personal API access token is sent in an ACCESS_TOKEN header (recorded here as api-key). The same page says OAuth is required for integration partners who make an app available to mutual customers."
    },
    "howToGetAccess": {
      "value": "Create a personal API access token in your Wealthbox settings. For OAuth, email support@wealthbox.com with details about your application to be issued a client ID and client secret.",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://dev.wealthbox.com/",
      "evidence": "To implement OAuth for your application, please email support@wealthbox.com with your request and details about your application.",
      "capture": "evidence/wealthbox/dev-wealthbox-com.txt",
      "note": null
    },
    "sandbox": {
      "value": "unknown",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on dev.wealthbox.com (Introduction, Authentication, Throttling and endpoint sections read)."
    },
    "rateLimits": {
      "value": "One request per second over a five-minute sampling period, short bursts above that are allowed; exceeding it returns HTTP 429.",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://dev.wealthbox.com/",
      "evidence": "The throttling rate is one request/second over a five minute sampling period",
      "capture": "evidence/wealthbox/dev-wealthbox-com.txt",
      "note": null
    },
    "webhooks": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No webhooks section on dev.wealthbox.com (the navigation lists Getting Started and resource endpoints only)."
    },
    "sdks": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No SDKs or client libraries mentioned on dev.wealthbox.com; examples are curl."
    },
    "openapi": {
      "value": "none",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No OpenAPI or Swagger file linked from dev.wealthbox.com."
    },
    "partnerProgram": {
      "value": {
        "url": "https://www.wealthbox.com/partnerships/",
        "text": "Partner with Wealthbox: join the ecosystem"
      },
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.wealthbox.com/partnerships/",
      "evidence": "We partner with wealthtech companies to reach financial advisors through integrated products and co-marketing.",
      "capture": "evidence/wealthbox/www-wealthbox-com-partnerships.txt",
      "note": null
    },
    "publicIntegrationList": {
      "value": "https://www.wealthbox.com/integrations/",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.wealthbox.com/integrations/",
      "evidence": "150+ INTEGRATIONS",
      "capture": "evidence/wealthbox/www-wealthbox-com-integrations.txt",
      "note": null
    },
    "connectionMechanisms": {
      "value": [
        "native-api",
        "zapier",
        "mcp"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://dev.wealthbox.com/",
      "evidence": "The Wealthbox API consists of REST-based resource URLs which provide a predictable way to interact with Wealthbox over JSON or XML.",
      "capture": "evidence/wealthbox/dev-wealthbox-com.txt",
      "note": "native-api: this quote. zapier: the vendor's integrations page marks several integrations 'VIA ZAPIER' (https://www.wealthbox.com/integrations/). mcp: a Claude marketplace page (third party) lists a Wealthbox connector at https://mcp.crmworkspace.com/mcp with sign-in required; no Wealthbox-owned page about it was captured."
    },
    "whatDocsDontSay": [
      "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."
    ],
    "summary": "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.",
    "license": "CC BY 4.0",
    "attribution": "wealthtech.dev",
    "publisher": "wealthtech.dev"
  }
}