Wealthbox · Open Collection

API Collection

Version
View on GitHub Raw JSON CRMFinancial AdvisorsWealth ManagementContact ManagementWorkflow-AutomationSoftware-as-a-ServiceOpen Collection

Overview

API Collection is a Open Collection published by Wealthbox on the APIs.io network.

Tagged areas include CRM, Financial Advisors, Wealth Management, Contact Management, and Workflow-Automation.

Related API Specs

Wealthbox Activity API (OpenAPI) Wealthbox Contacts API (OpenAPI) Wealthbox Events API (OpenAPI) Wealthbox Notes API (OpenAPI) Wealthbox Opportunities API (OpenAPI) Wealthbox Profile API (OpenAPI) Wealthbox Tasks API (OpenAPI) Wealthbox Teams API (OpenAPI) Wealthbox Users API (OpenAPI) Wealthbox Workflows API (OpenAPI)
Back to Wealthbox · All Collections · GitHub

Work with this as data

Every collection here is available over the APIs.io API and to AI agents over MCP.

MCP server

One button, every client — Claude, Cursor, VS Code and the rest.

https://apis.io/mcp

Tools for collections

4 MCP tools reach this
  • find_collectionsBrowse and filter every collection in the catalog.
  • apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.
  • resolveTurn a domain, URL or GitHub org into the provider it belongs to.
  • find_cohortsEvery scored population of providers in the catalog.
All 92 tools →

Call it yourself

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This collection 
curl "https://apis.io/api/v1/collections/open-.refine-report"
All collections 
curl "https://apis.io/api/v1/collections?limit=25"

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