Wealthbox website screenshot

Wealthbox

Wealthbox is a CRM platform built specifically for financial advisors, offering contact management, task workflows, opportunities, projects, and collaborative team features tailored to wealth management practices. The platform's REST API supports both personal Access Tokens and OAuth 2.0 for integrations, exposing CRUD endpoints for contacts, tasks, events, notes, workflows, custom fields, and activity streams under the api.crmworkspace.com base URL.

Wealthbox publishes 10 APIs on the APIs.io network, including Activity API, Contacts API, Events API, and 7 more. Tagged areas include CRM, Financial Advisors, Wealth Management, Contact Management, and Workflow Automation.

Wealthbox’s developer surface includes authentication, documentation, pricing, signup flow, engineering blog, and 8 more developer resources.

🌐 Visit website 📡 Source on GitHub
29.5/100 thin ▬ flat Agent 28/100 agent aware Full breakdown ↓
scored 2026-07-28 · rubric v0.6
AccessSelf serve
11 APIs
CRMFinancial AdvisorsWealth ManagementContact ManagementWorkflow AutomationSaaS

Kin Score

Kin Score Kin Score How this is scored →
scored 2026-07-28 · rubric v0.6
Composite quality — 29.5/100 · thin
Contract Quality 13.4 / 25
Developer Ergonomics 4.3 / 20
Commercial Clarity 3.7 / 20
Operational Transparency 0.7 / 13
Governance 0.0 / 12
Discoverability 7.4 / 10
Agent readiness — 28/100 · agent aware
Machine-Readable Contract 18 / 18
Agentic Access Contract 10 / 10
MCP Server 0 / 12
Machine-Readable Auth 10 / 10
Idempotency 0 / 9
Stable Error Semantics 0 / 8
Request/Response Examples 0 / 7
Rate-Limit Signaling 0 / 7
Typed Event Surface 0 / 6
Agent Skills 0 / 5
Well-Known Catalog 0 / 4
Consent & Bot Identity 0 / 3
A2A Agent Card 0 / 8
Dry-Run / Simulate Mode 0 / 4
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/wealthbox: 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 11

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

Wealthbox CRM API

REST API for managing contacts, tasks, events, opportunities, projects, notes, workflows, custom fields, teams, and activity streams in Wealthbox CRM. Supports personal Access T...

Wealthbox Activity API

The Activity API from Wealthbox — 1 operation(s) for activity.

Wealthbox Contacts API

The Contacts API from Wealthbox — 2 operation(s) for contacts.

Wealthbox Events API

The Events API from Wealthbox — 1 operation(s) for events.

Wealthbox Notes API

The Notes API from Wealthbox — 1 operation(s) for notes.

Wealthbox Opportunities API

The Opportunities API from Wealthbox — 1 operation(s) for opportunities.

Wealthbox Profile API

The Profile API from Wealthbox — 1 operation(s) for profile.

Wealthbox Tasks API

The Tasks API from Wealthbox — 2 operation(s) for tasks.

Wealthbox Teams API

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

Wealthbox Users API

The Users API from Wealthbox — 1 operation(s) for users.

Wealthbox Workflows API

The Workflows API from Wealthbox — 2 operation(s) for workflows.

Scroll for all 11

Open Collections 1

Open, tool-agnostic API collections (OpenAPI-derived and Bruno).

Wealthbox CRM API

OPEN COLLECTION

Security Posture 4

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Wealthbox Authentication

apiKey/oauth2 · 2 schemes

SECURITY

Wealthbox Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Wealthbox Vulnerability Disclosure

disclosure policy published

SECURITY

Wealthbox Trust Center

SOC 2, GDPR

SECURITY

Scopes 1

OAuth scopes governing access to this provider's APIs.

Wealthbox Scopes

2 scopes · authorizationCode

2 scopes

SCOPES

Agentic Access 1

Recommended x-agentic-access execution contracts for AI agents.

Wealthbox Agentic Access

24 operations · 11 acting

24 operations · 11 acting

AGENTIC

Resources

Get Started 1

Portal, sign-up, and the first successful call

Signup
Signup

Documentation 1

Reference material describing how the API behaves

Documentation
Documentation

Agent Surfaces 1

MCP servers, agent skills, and machine-readable catalogs

AgenticAccess
AgenticAccess

Build 1

SDKs, sample code, and the tooling you integrate with

GitHubOrganization
GitHubOrganization

Access & Security 5

Authentication, authorization, and security posture

TrustCenter
TrustCenter
 VulnerabilityDisclosure
VulnerabilityDisclosure
 DomainSecurity
DomainSecurity
 Authentication
Authentication
 OAuthScopes
OAuthScopes

Commercial 1

Pricing, plans, and the legal terms of use

Pricing
Pricing

Company 3

The organization behind the API

LinkedIn
LinkedIn
 Website
Website
 Blog
Blog

Source (apis.yml)

apis.yml Raw ↑ 
aid: wealthbox
name: Wealthbox
description: Wealthbox is a CRM platform built specifically for financial advisors, offering contact management, task workflows,
  opportunities, projects, and collaborative team features tailored to wealth management practices. The platform's REST API
  supports both personal Access Tokens and OAuth 2.0 for integrations, exposing CRUD endpoints for contacts, tasks, events,
  notes, workflows, custom fields, and activity streams under the api.crmworkspace.com base URL.
type: Index
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://kinlane-images.s3.amazonaws.com/shared/apis-json/icons/wealthbox.png
tags:
- CRM
- Financial Advisors
- Wealth Management
- Contact Management
- Workflow Automation
- SaaS
url: https://raw.githubusercontent.com/api-evangelist/wealthbox/refs/heads/main/apis.yml
created: '2026-05-11'
modified: '2026-05-11'
specificationVersion: '0.19'
apis:
- aid: wealthbox:crm-api
  name: Wealthbox CRM API
  description: REST API for managing contacts, tasks, events, opportunities, projects, notes, workflows, custom fields, teams,
    and activity streams in Wealthbox CRM. Supports personal Access Tokens (ACCESS_TOKEN header) or OAuth 2.0 authorization
    code flow.
  humanURL: https://dev.wealthbox.com
  baseURL: https://api.crmworkspace.com
  tags:
  - CRM
  - Financial Advisors
  - Wealth Management
  properties:
  - type: Documentation
    url: https://dev.wealthbox.com
  - type: Authentication
    url: https://dev.wealthbox.com/#authentication
- aid: wealthbox:wealthbox-activity-api
  name: Wealthbox Activity API
  description: The Activity API from Wealthbox — 1 operation(s) for activity.
  humanURL: https://dev.wealthbox.com
  baseURL: https://api.crmworkspace.com
  tags:
  - Activity
  properties:
  - type: OpenAPI
    url: openapi/wealthbox-activity-api-openapi.yml
- aid: wealthbox:wealthbox-contacts-api
  name: Wealthbox Contacts API
  description: The Contacts API from Wealthbox — 2 operation(s) for contacts.
  humanURL: https://dev.wealthbox.com
  baseURL: https://api.crmworkspace.com
  tags:
  - Contacts
  properties:
  - type: OpenAPI
    url: openapi/wealthbox-contacts-api-openapi.yml
- aid: wealthbox:wealthbox-events-api
  name: Wealthbox Events API
  description: The Events API from Wealthbox — 1 operation(s) for events.
  humanURL: https://dev.wealthbox.com
  baseURL: https://api.crmworkspace.com
  tags:
  - Events
  properties:
  - type: OpenAPI
    url: openapi/wealthbox-events-api-openapi.yml
- aid: wealthbox:wealthbox-notes-api
  name: Wealthbox Notes API
  description: The Notes API from Wealthbox — 1 operation(s) for notes.
  humanURL: https://dev.wealthbox.com
  baseURL: https://api.crmworkspace.com
  tags:
  - Notes
  properties:
  - type: OpenAPI
    url: openapi/wealthbox-notes-api-openapi.yml
- aid: wealthbox:wealthbox-opportunities-api
  name: Wealthbox Opportunities API
  description: The Opportunities API from Wealthbox — 1 operation(s) for opportunities.
  humanURL: https://dev.wealthbox.com
  baseURL: https://api.crmworkspace.com
  tags:
  - Opportunities
  properties:
  - type: OpenAPI
    url: openapi/wealthbox-opportunities-api-openapi.yml
- aid: wealthbox:wealthbox-profile-api
  name: Wealthbox Profile API
  description: The Profile API from Wealthbox — 1 operation(s) for profile.
  humanURL: https://dev.wealthbox.com
  baseURL: https://api.crmworkspace.com
  tags:
  - Profile
  properties:
  - type: OpenAPI
    url: openapi/wealthbox-profile-api-openapi.yml
- aid: wealthbox:wealthbox-tasks-api
  name: Wealthbox Tasks API
  description: The Tasks API from Wealthbox — 2 operation(s) for tasks.
  humanURL: https://dev.wealthbox.com
  baseURL: https://api.crmworkspace.com
  tags:
  - Tasks
  properties:
  - type: OpenAPI
    url: openapi/wealthbox-tasks-api-openapi.yml
- aid: wealthbox:wealthbox-teams-api
  name: Wealthbox Teams API
  description: The Teams API from Wealthbox — 1 operation(s) for teams.
  humanURL: https://dev.wealthbox.com
  baseURL: https://api.crmworkspace.com
  tags:
  - Teams
  properties:
  - type: OpenAPI
    url: openapi/wealthbox-teams-api-openapi.yml
- aid: wealthbox:wealthbox-users-api
  name: Wealthbox Users API
  description: The Users API from Wealthbox — 1 operation(s) for users.
  humanURL: https://dev.wealthbox.com
  baseURL: https://api.crmworkspace.com
  tags:
  - Users
  properties:
  - type: OpenAPI
    url: openapi/wealthbox-users-api-openapi.yml
- aid: wealthbox:wealthbox-workflows-api
  name: Wealthbox Workflows API
  description: The Workflows API from Wealthbox — 2 operation(s) for workflows.
  humanURL: https://dev.wealthbox.com
  baseURL: https://api.crmworkspace.com
  tags:
  - Workflows
  properties:
  - type: OpenAPI
    url: openapi/wealthbox-workflows-api-openapi.yml
common:
- type: AgenticAccess
  url: agentic-access/wealthbox-agentic-access.yml
- type: TrustCenter
  url: security/wealthbox-trust-center.yml
- type: VulnerabilityDisclosure
  url: security/wealthbox-vulnerability-disclosure.yml
- type: DomainSecurity
  url: security/wealthbox-domain-security.yml
- type: Authentication
  url: authentication/wealthbox-authentication.yml
- type: OAuthScopes
  url: scopes/wealthbox-scopes.yml
- type: GitHubOrganization
  url: https://github.com/starburstlabs
- type: LinkedIn
  url: https://www.linkedin.com/company/wealthboxcrm
- type: Website
  url: https://www.wealthbox.com
- type: Documentation
  url: https://dev.wealthbox.com
- type: Pricing
  url: https://www.wealthbox.com/pricing
- type: Signup
  url: https://app.crmworkspace.com/signup
- type: Blog
  url: https://www.wealthbox.com/blog/feed/
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com