# Wealthbox

**Canonical:** https://apis.io/providers/wealthbox/  
**Website:** https://www.wealthbox.com  
**APIs profiled:** 11

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.

## Kin Score — 32.6 / 100 (thin)

Scored 2026-08-21 under rubric 0.12.0. Trend: flat (+0.0 from 32.6).

| Facet | Score |
|---|---|
| Discoverability | 74.1 |
| Contract Quality | 55.2 |
| Governance | 0.0 |
| Contract Governance | 0.0 |
| Operational Transparency | 2.6 |
| Developer Ergonomics | 23.8 |
| Commercial Clarity | 31.6 |
| Access Clarity | 31.6 |

## Agent readiness — 26.1 (agent-aware)

| Dimension | Value |
|---|---|
| Spec Presence | yes |
| Agentic Access | derived |
| Reversibility Documented | no |
| MCP Server | no |
| Auth Clarity | yes |
| Idempotency | no |
| Error Semantics | no |
| OpenAPI Examples | no |
| Rate Limit Signal | no |
| Event Surface Described | no |
| Agent Skills | no |
| Well Known Catalog | no |
| Consent Identity | no |
| Agent Card | no |
| Dry Run Mode | no |

## Access

Self-serve signup — onboarding: self-serve, pricing: unknown, trial: no (confidence: medium).

## APIs (11)

- **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.

## Agentic access (1)

- **Wealthbox Agentic Access** — 24 operations · 11 acting

## Security (4)

- **Wealthbox Authentication** — apiKey/oauth2 · 2 schemes
- **Wealthbox Domain Security** — TLSv1.3 · HSTS · DMARC
- **Wealthbox Vulnerability Disclosure** — disclosure policy published
- **Wealthbox Trust Center** — SOC 2, GDPR

## Tags

CRM, Financial Advisors, Wealth Management, Contact Management, Workflow-Automation, Software-as-a-Service

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/providers/wealthbox/). Scores are computed from the provider's own public artifacts under a published rubric.