Wealthbox · Authentication Profile

Wealthbox Authentication

Authentication

Wealthbox secures its APIs with apiKey and oauth2 across 2 declared security schemes, as derived from its OpenAPI definitions. OAuth 2.0 is offered via the authorizationCode flow(s).

CRMFinancial AdvisorsWealth ManagementContact ManagementWorkflow AutomationSaaS
Methods: apiKey, oauth2 Schemes: 2 OAuth flows: authorizationCode API key in: header

Security Schemes

accessToken apiKey
· in: header (ACCESS_TOKEN)
oauth2 oauth2
· flows: authorizationCode

Source

Authentication Profile

Raw ↑ 
generated: '2026-07-11'
method: derived
source: openapi/wealthbox-openapi.yml
summary:
  types:
  - apiKey
  - oauth2
  api_key_in:
  - header
  oauth2_flows:
  - authorizationCode
schemes:
- name: accessToken
  type: apiKey
  in: header
  parameter: ACCESS_TOKEN
  description: Personal Access Token issued from the Wealthbox account settings.
  sources:
  - openapi/wealthbox-openapi.yml
- name: oauth2
  type: oauth2
  flows:
  - flow: authorizationCode
    authorizationUrl: https://app.crmworkspace.com/oauth/authorize
    tokenUrl: https://app.crmworkspace.com/oauth/token
    scopes: 2
  description: OAuth 2.0 authorization code flow for third-party integrations.
  sources:
  - openapi/wealthbox-openapi.yml