Total Expert

Total Expert is a fintech CRM and customer-engagement platform built for banks, credit unions, lenders, and mortgage companies. Its Public API is a REST/JSON surface at public.totalexpert.net/v1, secured with OAuth 2.0 (client-credentials for admin integrations, authorization-code for user-level access), covering contacts, leads, loans, insights, surveys, campaigns, users, teams, accounts, and webhook subscriptions, with documented deduplication, pagination, and rate-limit contracts and an isolated sandbox environment for integration partners.

Total Expert publishes 17 APIs on the APIs.io network, including Account Endpoints API, Activity Endpoints API, ALM Leads (formerly Lead Opportunities) API, and 14 more. Tagged areas include Company, Fintech, CRM, Marketing Automation, and Mortgage.

The Total Expert catalog on APIs.io includes 1 event-driven AsyncAPI specification.

Total Expert’s developer surface includes documentation, API reference, getting-started guide, support, engineering blog, authentication, sandbox, and 26 more developer resources.

🌐 Visit website 📡 Source on GitHub

61.1/100 strong ▬ flat Agent 90/100 agent native Full breakdown ↓
scored 2026-07-27 · rubric v0.5

AccessSelf serve

17 APIs 1 MCP Servers

CompanyFintechCRMMarketing AutomationMortgageBankingLendingCustomer Engagement

Kin Score

Kin Score How this is scored →
scored 2026-07-27 · rubric v0.5

Composite quality — 61.1/100 · strong

Contract Quality 17.0 / 25

Developer Ergonomics 15.7 / 20

Commercial Clarity 7.4 / 20

Operational Transparency 6.5 / 13

Governance 0.0 / 12

Discoverability 10.0 / 10

Agent readiness — 90/100 · agent native

Machine-Readable Contract 18 / 18

Agentic Access Contract 15 / 15

MCP Server 12 / 12

Machine-Readable Auth 10 / 10

Idempotency 9 / 9

Stable Error Semantics 8 / 8

Request/Response Examples 0 / 7

Rate-Limit Signaling 7 / 7

Typed Event Surface 6 / 6

Agent Skills 5 / 5

Well-Known Catalog 4 / 4

Consent & Bot Identity 0 / 3

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. This rating is computed from github.com/api-evangelist/total-expert: open an issue to ask a question, or submit a pull request to add artifacts. Want it done for you? Prioritized profiling — $2,500 →

APIs 17

Individual APIs this provider publishes, each with its own machine-readable definition.

MCP Servers 1

Model Context Protocol servers that expose these APIs to AI agents.

total-expert-mcp.yml

MCP SERVER

Rate Limits 1

Documented rate limits and quota policies.

Scopes 1

OAuth scopes governing access to this provider's APIs.

Total Expert Scopes

5 scopes · clientCredentials/authorizationCode

5 scopes

SCOPES

Get Started 3

Portal, sign-up, and the first successful call

DeveloperPortal

DeveloperPortal

GettingStarted

GettingStarted

Sandbox

Sandbox

Documentation 2

Reference material describing how the API behaves

Documentation

Documentation

APIReference

APIReference

Agent Surfaces 5

MCP servers, agent skills, and machine-readable catalogs

AgenticAccess

WellKnown

MCPServer

LLMsTxt

AgentSkill

Design & Contract 7

Pagination, idempotency, versioning, errors, and events

Conformance

ErrorCatalog

Lifecycle

Conventions

Idempotency

Webhooks

DataModel

Scroll for all 7

Build 3

SDKs, sample code, and the tooling you integrate with

Postman

Postman

GitHubOrganization

GitHubOrganization

Packages

Packages

Access & Security 5

Authentication, authorization, and security posture

Compliance

TrustCenter

Authentication

OAuthScopes

DomainSecurity

Operate 3

Status, limits, changes, and where to get help

Support

Support

StatusPage

StatusPage

RateLimits

RateLimits

Commercial 2

Pricing, plans, and the legal terms of use

TermsOfService

TermsOfService

PrivacyPolicy

PrivacyPolicy

Company 2

The organization behind the API

Website

Website

Blog

Blog

Other 1

Properties that don't map to a standard resource type

Overlay

Overlay

Source (apis.yml)

aid: total-expert
name: Total Expert
description: Total Expert is a fintech CRM and customer-engagement platform built for banks, credit unions, lenders, and mortgage
  companies. Its Public API is a REST/JSON surface at public.totalexpert.net/v1, secured with OAuth 2.0 (client-credentials
  for admin integrations, authorization-code for user-level access), covering contacts, leads, loans, insights, surveys, campaigns,
  users, teams, accounts, and webhook subscriptions, with documented deduplication, pagination, and rate-limit contracts and
  an isolated sandbox environment for integration partners.
url: https://raw.githubusercontent.com/api-evangelist/total-expert/refs/heads/main/apis.yml
accessModel:
  pricing: unknown
  onboarding: self-serve
  trial: false
  try_now: false
  public: false
  label: Self-serve signup
  confidence: medium
  source:
  - authentication
  generated: '2026-07-22'
  method: derived
image: https://developer.totalexpert.net/img/Total-Expert-Logo-Color.png
x-type: company
x-source: vc-portfolio
x-backed-by:
- emergence-capital
x-tier: stub
x-tier-reason: portfolio-lead
specificationVersion: '0.20'
x-enrichment:
  date: '2026-07-21'
  status: enriched
  artifacts_added: 23
  pass: local-v1
created: '2026-07-17'
modified: '2026-07-21'
tags:
- Company
- Fintech
- CRM
- Marketing Automation
- Mortgage
- Banking
- Lending
- Customer Engagement
apis:
- aid: total-expert:total-expert-account-endpoints-api
  name: Total Expert Account Endpoints API
  description: The Account Endpoints API from Total Expert — 7 operation(s) for account endpoints.
  humanURL: https://developer.totalexpert.net
  baseURL: https://public.totalexpert.net/v1
  tags:
  - Account Endpoints
  properties:
  - type: OpenAPI
    url: openapi/total-expert-account-endpoints-api-openapi.yml
  - type: Documentation
    url: https://documenter.getpostman.com/view/1929166/total-expert-public-api/6Z2RYyU
  - type: PostmanCollection
    url: postman/total-expert-public-api.postman_collection.json
- aid: total-expert:total-expert-activity-endpoints-api
  name: Total Expert Activity Endpoints API
  description: The Activity Endpoints API from Total Expert — 2 operation(s) for activity endpoints.
  humanURL: https://developer.totalexpert.net
  baseURL: https://public.totalexpert.net/v1
  tags:
  - Activity Endpoints
  properties:
  - type: OpenAPI
    url: openapi/total-expert-activity-endpoints-api-openapi.yml
  - type: Documentation
    url: https://documenter.getpostman.com/view/1929166/total-expert-public-api/6Z2RYyU
  - type: PostmanCollection
    url: postman/total-expert-public-api.postman_collection.json
- aid: total-expert:total-expert-alm-leads-formerly-lead-opportunities-api
  name: Total Expert ALM Leads (formerly Lead Opportunities) API
  description: The ALM Leads (formerly Lead Opportunities) API from Total Expert — 2 operation(s) for alm leads (formerly
    lead opportunities).
  humanURL: https://developer.totalexpert.net
  baseURL: https://public.totalexpert.net/v1
  tags:
  - ALM Leads (formerly Lead Opportunities)
  properties:
  - type: OpenAPI
    url: openapi/total-expert-alm-leads-formerly-lead-opportunities-api-openapi.yml
  - type: Documentation
    url: https://documenter.getpostman.com/view/1929166/total-expert-public-api/6Z2RYyU
  - type: PostmanCollection
    url: postman/total-expert-public-api.postman_collection.json
- aid: total-expert:total-expert-authentication-api
  name: Total Expert Authentication API
  description: The Authentication API from Total Expert — 1 operation(s) for authentication.
  humanURL: https://developer.totalexpert.net
  baseURL: https://public.totalexpert.net/v1
  tags:
  - Authentication
  properties:
  - type: OpenAPI
    url: openapi/total-expert-authentication-api-openapi.yml
  - type: Documentation
    url: https://documenter.getpostman.com/view/1929166/total-expert-public-api/6Z2RYyU
  - type: PostmanCollection
    url: postman/total-expert-public-api.postman_collection.json
- aid: total-expert:total-expert-contact-endpoints-api
  name: Total Expert Contact Endpoints API
  description: The Contact Endpoints API from Total Expert — 21 operation(s) for contact endpoints.
  humanURL: https://developer.totalexpert.net
  baseURL: https://public.totalexpert.net/v1
  tags:
  - Contact Endpoints
  properties:
  - type: OpenAPI
    url: openapi/total-expert-contact-endpoints-api-openapi.yml
  - type: Documentation
    url: https://documenter.getpostman.com/view/1929166/total-expert-public-api/6Z2RYyU
  - type: PostmanCollection
    url: postman/total-expert-public-api.postman_collection.json
- aid: total-expert:total-expert-email-apis-api
  name: Total Expert Email APIs API
  description: The Email APIs API from Total Expert — 4 operation(s) for email apis.
  humanURL: https://developer.totalexpert.net
  baseURL: https://public.totalexpert.net/v1
  tags:
  - Email APIs
  properties:
  - type: OpenAPI
    url: openapi/total-expert-email-apis-api-openapi.yml
  - type: Documentation
    url: https://documenter.getpostman.com/view/1929166/total-expert-public-api/6Z2RYyU
  - type: PostmanCollection
    url: postman/total-expert-public-api.postman_collection.json
- aid: total-expert:total-expert-email-unsubscribes-api
  name: Total Expert Email Unsubscribes API
  description: The Email Unsubscribes API from Total Expert — 3 operation(s) for email unsubscribes.
  humanURL: https://developer.totalexpert.net
  baseURL: https://public.totalexpert.net/v1
  tags:
  - Email Unsubscribes
  properties:
  - type: OpenAPI
    url: openapi/total-expert-email-unsubscribes-api-openapi.yml
  - type: Documentation
    url: https://documenter.getpostman.com/view/1929166/total-expert-public-api/6Z2RYyU
  - type: PostmanCollection
    url: postman/total-expert-public-api.postman_collection.json
- aid: total-expert:total-expert-entities-api
  name: Total Expert Entities API
  description: The Entities API from Total Expert — 3 operation(s) for entities.
  humanURL: https://developer.totalexpert.net
  baseURL: https://public.totalexpert.net/v1
  tags:
  - Entities
  properties:
  - type: OpenAPI
    url: openapi/total-expert-entities-api-openapi.yml
  - type: Documentation
    url: https://documenter.getpostman.com/view/1929166/total-expert-public-api/6Z2RYyU
  - type: PostmanCollection
    url: postman/total-expert-public-api.postman_collection.json
- aid: total-expert:total-expert-heartbeat-api
  name: Total Expert Heartbeat API
  description: The Heartbeat API from Total Expert — 2 operation(s) for heartbeat.
  humanURL: https://developer.totalexpert.net
  baseURL: https://public.totalexpert.net/v1
  tags:
  - Heartbeat
  properties:
  - type: OpenAPI
    url: openapi/total-expert-heartbeat-api-openapi.yml
  - type: Documentation
    url: https://documenter.getpostman.com/view/1929166/total-expert-public-api/6Z2RYyU
  - type: PostmanCollection
    url: postman/total-expert-public-api.postman_collection.json
- aid: total-expert:total-expert-insight-endpoints-api
  name: Total Expert Insight Endpoints API
  description: The Insight Endpoints API from Total Expert — 3 operation(s) for insight endpoints.
  humanURL: https://developer.totalexpert.net
  baseURL: https://public.totalexpert.net/v1
  tags:
  - Insight Endpoints
  properties:
  - type: OpenAPI
    url: openapi/total-expert-insight-endpoints-api-openapi.yml
  - type: Documentation
    url: https://documenter.getpostman.com/view/1929166/total-expert-public-api/6Z2RYyU
  - type: PostmanCollection
    url: postman/total-expert-public-api.postman_collection.json
- aid: total-expert:total-expert-lead-opportunities-new-api
  name: Total Expert Lead Opportunities (New) API
  description: The Lead Opportunities (New) API from Total Expert — 2 operation(s) for lead opportunities (new).
  humanURL: https://developer.totalexpert.net
  baseURL: https://public.totalexpert.net/v1
  tags:
  - Lead Opportunities (New)
  properties:
  - type: OpenAPI
    url: openapi/total-expert-lead-opportunities-new-api-openapi.yml
  - type: Documentation
    url: https://documenter.getpostman.com/view/1929166/total-expert-public-api/6Z2RYyU
  - type: PostmanCollection
    url: postman/total-expert-public-api.postman_collection.json
- aid: total-expert:total-expert-loan-endpoints-api
  name: Total Expert Loan Endpoints API
  description: The Loan Endpoints API from Total Expert — 10 operation(s) for loan endpoints.
  humanURL: https://developer.totalexpert.net
  baseURL: https://public.totalexpert.net/v1
  tags:
  - Loan Endpoints
  properties:
  - type: OpenAPI
    url: openapi/total-expert-loan-endpoints-api-openapi.yml
  - type: Documentation
    url: https://documenter.getpostman.com/view/1929166/total-expert-public-api/6Z2RYyU
  - type: PostmanCollection
    url: postman/total-expert-public-api.postman_collection.json
- aid: total-expert:total-expert-scenarios-api
  name: Total Expert Scenarios API
  description: The Scenarios API from Total Expert — 2 operation(s) for scenarios.
  humanURL: https://developer.totalexpert.net
  baseURL: https://public.totalexpert.net/v1
  tags:
  - Scenarios
  properties:
  - type: OpenAPI
    url: openapi/total-expert-scenarios-api-openapi.yml
  - type: Documentation
    url: https://documenter.getpostman.com/view/1929166/total-expert-public-api/6Z2RYyU
  - type: PostmanCollection
    url: postman/total-expert-public-api.postman_collection.json
- aid: total-expert:total-expert-schema-endpoints-api
  name: Total Expert Schema Endpoints API
  description: The Schema Endpoints API from Total Expert — 2 operation(s) for schema endpoints.
  humanURL: https://developer.totalexpert.net
  baseURL: https://public.totalexpert.net/v1
  tags:
  - Schema Endpoints
  properties:
  - type: OpenAPI
    url: openapi/total-expert-schema-endpoints-api-openapi.yml
  - type: Documentation
    url: https://documenter.getpostman.com/view/1929166/total-expert-public-api/6Z2RYyU
  - type: PostmanCollection
    url: postman/total-expert-public-api.postman_collection.json
- aid: total-expert:total-expert-sms-opting-api
  name: Total Expert SMS Opting API
  description: The SMS Opting API from Total Expert — 2 operation(s) for sms opting.
  humanURL: https://developer.totalexpert.net
  baseURL: https://public.totalexpert.net/v1
  tags:
  - SMS Opting
  properties:
  - type: OpenAPI
    url: openapi/total-expert-sms-opting-api-openapi.yml
  - type: Documentation
    url: https://documenter.getpostman.com/view/1929166/total-expert-public-api/6Z2RYyU
  - type: PostmanCollection
    url: postman/total-expert-public-api.postman_collection.json
- aid: total-expert:total-expert-user-endpoints-api
  name: Total Expert User Endpoints API
  description: The User Endpoints API from Total Expert — 9 operation(s) for user endpoints.
  humanURL: https://developer.totalexpert.net
  baseURL: https://public.totalexpert.net/v1
  tags:
  - User Endpoints
  properties:
  - type: OpenAPI
    url: openapi/total-expert-user-endpoints-api-openapi.yml
  - type: Documentation
    url: https://documenter.getpostman.com/view/1929166/total-expert-public-api/6Z2RYyU
  - type: PostmanCollection
    url: postman/total-expert-public-api.postman_collection.json
- aid: total-expert:total-expert-webhooks-api
  name: Total Expert Webhooks API
  description: The Webhooks API from Total Expert — 3 operation(s) for webhooks.
  humanURL: https://developer.totalexpert.net
  baseURL: https://public.totalexpert.net/v1
  tags:
  - Webhooks
  properties:
  - type: OpenAPI
    url: openapi/total-expert-webhooks-api-openapi.yml
  - type: Documentation
    url: https://documenter.getpostman.com/view/1929166/total-expert-public-api/6Z2RYyU
  - type: PostmanCollection
    url: postman/total-expert-public-api.postman_collection.json
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: Website
  url: https://www.totalexpert.com
- type: DeveloperPortal
  url: https://developer.totalexpert.net
- type: Documentation
  url: https://documenter.getpostman.com/view/1929166/total-expert-public-api/6Z2RYyU
- type: APIReference
  url: https://documenter.getpostman.com/view/1929166/total-expert-public-api/6Z2RYyU
- type: GettingStarted
  url: https://public.totalexpert.net/v1/docs/Getting+Started.pdf
- type: Postman
  url: https://documenter.getpostman.com/view/1929166/total-expert-public-api/6Z2RYyU
- type: Support
  url: https://www.totalexpert.com/services/support
- type: Blog
  url: https://www.totalexpert.com/resources/blog
- type: GitHubOrganization
  url: https://github.com/TotalExpert
- type: StatusPage
  url: https://status.totalexpert.com
- type: TermsOfService
  url: https://www.totalexpert.com/terms-of-service
- type: PrivacyPolicy
  url: https://www.totalexpert.com/privacy-policy
- type: Compliance
  url: https://www.totalexpert.com/security
- type: TrustCenter
  url: security/total-expert-trust-center.yml
- type: Authentication
  url: authentication/total-expert-authentication.yml
- type: OAuthScopes
  url: scopes/total-expert-scopes.yml
- type: AgenticAccess
  url: agentic-access/total-expert-agentic-access.yml
- type: DomainSecurity
  url: security/total-expert-domain-security.yml
- type: Packages
  url: packages/total-expert-packages.yml
- type: WellKnown
  url: well-known/total-expert-well-known.yml
- type: MCPServer
  url: mcp/total-expert-mcp.yml
- type: LLMsTxt
  url: llms/total-expert-llms.txt
- type: Overlay
  url: overlays/total-expert-openapi-overlay.yaml
- type: Conformance
  url: conformance/total-expert-conformance.yml
- type: ErrorCatalog
  url: errors/total-expert-problem-types.yml
- type: Lifecycle
  url: lifecycle/total-expert-lifecycle.yml
- type: Sandbox
  url: sandbox/total-expert-sandbox.yml
- type: Conventions
  url: conventions/total-expert-conventions.yml
- type: Idempotency
  url: conventions/total-expert-conventions.yml
- type: RateLimits
  url: rate-limits/total-expert-rate-limits.yml
- type: Webhooks
  url: asyncapi/total-expert-webhooks.yml
- type: AgentSkill
  url: skills/_index.yml
- type: DataModel
  url: data-model/total-expert-data-model.yml