Wealthbox

Wealthbox Teams API

The Teams API from Wealthbox — 1 operation(s) for teams.

Documentation GitHub OpenAPI

Specifications

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OpenAPI

https://raw.githubusercontent.com/api-evangelist/wealthbox/refs/heads/main/openapi/wealthbox-teams-api-openapi.yml

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OpenAPI Specification

openapi: 3.1.0
info:
  title: Wealthbox CRM Activity Teams API
  description: 'REST API for Wealthbox, a CRM built for financial advisors. Provides CRUD

    endpoints for contacts, tasks, events, opportunities, notes, workflows,

    users, and teams. Authenticate either with a personal Access Token sent in

    the `ACCESS_TOKEN` header, or with an OAuth 2.0 bearer token sent in the

    standard `Authorization: Bearer ...` header.

    '
  version: 1.0.0
  contact:
    name: Wealthbox Developers
    url: https://dev.wealthbox.com
  license:
    name: Proprietary
servers:
- url: https://api.crmworkspace.com/v1
  description: Wealthbox CRM production API
security:
- accessToken: []
- oauth2: []
tags:
- name: Teams
paths:
  /teams:
    get:
      tags:
      - Teams
      summary: List all teams
      operationId: listTeams
      responses:
        '200':
          description: A list of teams.
components:
  securitySchemes:
    accessToken:
      type: apiKey
      in: header
      name: ACCESS_TOKEN
      description: Personal Access Token issued from the Wealthbox account settings.
    oauth2:
      type: oauth2
      description: OAuth 2.0 authorization code flow for third-party integrations.
      flows:
        authorizationCode:
          authorizationUrl: https://app.crmworkspace.com/oauth/authorize
          tokenUrl: https://app.crmworkspace.com/oauth/token
          scopes:
            login: Access basic profile information
            data: Read and write CRM data
externalDocs:
  description: Wealthbox API Reference
  url: https://dev.wealthbox.com