Wealthbox · OAuth Scopes

Wealthbox OAuth Scopes

OAuth 2.0 derived

Wealthbox publishes 2 OAuth 2.0 scopes via the authorizationCode flow. Scopes are the fine-grained permissions an application requests at authorization time to act against the Wealthbox API on a user’s behalf.

Tokens are issued from https://app.crmworkspace.com/oauth/token.

This index is generated from the provider’s OpenAPI security definitions (and, where available, its documented scope reference) and refreshes on every APIs.io network build. Browse every provider’s scopes at scopes.apis.io.

CRMFinancial AdvisorsWealth ManagementContact ManagementWorkflow AutomationSaaS

Scopes: 2 Flows: authorizationCode Method: derived

OAuth endpoints

Authorization URL
https://app.crmworkspace.com/oauth/authorize

Token URL
https://app.crmworkspace.com/oauth/token

Flows
authorizationCode

Scopes (2)

Scope	Description	Flows
data	Read and write CRM data	authorizationCode
login	Access basic profile information	authorizationCode

📄 Provider scope reference:

Source

OAuth Scopes

generated: '2026-07-11'
method: derived
source: openapi/wealthbox-openapi.yml
schemes:
- name: oauth2
  source: openapi/wealthbox-openapi.yml
  flows:
  - flow: authorizationCode
    authorizationUrl: https://app.crmworkspace.com/oauth/authorize
    tokenUrl: https://app.crmworkspace.com/oauth/token
  description: OAuth 2.0 authorization code flow for third-party integrations.
scopes:
- scope: data
  description: Read and write CRM data
  flows:
  - authorizationCode
  sources:
  - openapi/wealthbox-openapi.yml
- scope: login
  description: Access basic profile information
  flows:
  - authorizationCode
  sources:
  - openapi/wealthbox-openapi.yml