# Wealthbox API: access, auth, sandbox and MCP (checked Oct 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.

- Vendor: Wealthbox, LLC (Wealthbox, LLC)
- Website: https://www.wealthbox.com/
- Category: Advisor CRM (core)
- API access: Open: self-serve docs and keys
- Last checked: 2026-10-17
- Id: `wealthbox` · JSON: https://wealthtech.dev/products/wealthbox.json

## Developer surface

| Field | Value | Source and quote | Checked |
|---|---|---|---|
| API access | Open: self-serve docs and keys | Checked on the source's own page. [dev.wealthbox.com](https://dev.wealthbox.com/) "In order to obtain a new access token or to manage your existing tokens, please visit the API access token settings page." | 2026-10-17 |
| Developer docs | https://dev.wealthbox.com/ | Checked on the source's own page. [dev.wealthbox.com](https://dev.wealthbox.com/) "The Wealthbox API consists of REST-based resource URLs which provide a predictable way to interact with Wealthbox over JSON or XML." | 2026-10-17 |
| API style | REST | Checked on the source's own page. [dev.wealthbox.com](https://dev.wealthbox.com/) "The Wealthbox API consists of REST-based resource URLs which provide a predictable way to interact with Wealthbox over JSON or XML." | 2026-10-17 |
| Authentication | API key, OAuth 2.0 (authorization code) | Checked on the source's own page. [dev.wealthbox.com](https://dev.wealthbox.com/) "The Wealthbox API allows authenticating with OAuth 2.0 using authorization code grants as well as refresh token grants as defined in RFC6749." | 2026-10-17 |
| How to get access | 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. | Checked on the source's own page. [dev.wealthbox.com](https://dev.wealthbox.com/) "To implement OAuth for your application, please email support@wealthbox.com with your request and details about your application." | 2026-10-17 |
| Sandbox | Not found | Not found. Not stated on dev.wealthbox.com (Introduction, Authentication, Throttling and endpoint sections read). Not stated on dev.wealthbox.com (Introduction, Authentication, Throttling and endpoint sections read). | 2026-10-17 |
| 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. [dev.wealthbox.com](https://dev.wealthbox.com/) "The throttling rate is one request/second over a five minute sampling period" | 2026-10-17 |
| Webhooks | Not found | Not found. No webhooks section on dev.wealthbox.com (the navigation lists Getting Started and resource endpoints only). No webhooks section on dev.wealthbox.com (the navigation lists Getting Started and resource endpoints only). | 2026-10-17 |
| SDKs | Not found | Not found. No SDKs or client libraries mentioned on dev.wealthbox.com; examples are curl. No SDKs or client libraries mentioned on dev.wealthbox.com; examples are curl. | 2026-10-17 |
| OpenAPI spec | Not found | Not found. No OpenAPI or Swagger file linked from dev.wealthbox.com. No OpenAPI or Swagger file linked from dev.wealthbox.com. | 2026-10-17 |
| Partner program | [object Object] | Checked on the source's own page. [www.wealthbox.com](https://www.wealthbox.com/partnerships/) "We partner with wealthtech companies to reach financial advisors through integrated products and co-marketing." | 2026-10-17 |
| Public integration list | https://www.wealthbox.com/integrations/ | Checked on the source's own page. [www.wealthbox.com](https://www.wealthbox.com/integrations/) "150+ INTEGRATIONS" | 2026-10-17 |
| Ways to connect | Native API, Zapier, MCP | Checked on the source's own page. [dev.wealthbox.com](https://dev.wealthbox.com/) "The Wealthbox API consists of REST-based resource URLs which provide a predictable way to interact with Wealthbox over JSON or XML." | 2026-10-17 |

## MCP servers and AI connectors

- [Wealthbox connector (MCP)](https://wealthtech.dev/mcp/wealthbox-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.
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Source: https://wealthtech.dev/products/wealthbox · 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.