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.
Solid contracts, transparent operations, and an easy start — typically complete on four or five facets with one clear soft spot.
API Evangelist profiles Total Expert the way a machine reads it — 26 machine-readable artifacts across 17 APIs, pulled from the provider's own public surface and indexed so a developer, an analyst, or an AI agent can evaluate it against every other provider on the network.
Every provider in the network is reduced to the same set of machine-readable artifacts — OpenAPI contracts, event specifications, GraphQL schemas, runnable collections, pricing and rate-limit signals, security posture, OAuth scopes, and the agent surfaces (MCP servers and skills) that let software drive the API on its own. We profile them because the interface is the part of a company you can actually inspect: it is a truer signal of what a provider does than any marketing page. From those artifacts we compute the Kin Score — Total Expert scores 61.1/100 (strong), with a separate agent-readiness read of 90/100 (agent native). The full breakdown is below, followed by every artifact we hold — each card links through to its machine-readable definition on apis.io.
Kin Score
This is the API Evangelist rating — a single, repeatable read computed from the artifacts on this page. Green fill is points earned; the red track is points possible, so every bar shows earned-versus-possible at a glance.
Kin Score
How this is scored →scored 2026-07-27 · rubric v0.5
How we profile Total Expert
Each block below is one kind of artifact we hold for Total Expert. For each we say what it is and why it earns a place in the profile, then list every one we've indexed — capped at two rows, scroll within the panel for the rest.
APIs 17
Each API is captured as its own OpenAPI definition — every operation, parameter, and response. This is the single most useful machine-readable description of what an API does, and it's what lets us score, lint, mock, and generate against it without asking the provider for anything.
Individual APIs this provider publishes, each with its own machine-readable definition.
Total Expert Account Endpoints API
The Account Endpoints API from Total Expert — 7 operation(s) for account endpoints.
Total Expert Activity Endpoints API
The Activity Endpoints API from Total Expert — 2 operation(s) for activity endpoints.
Total Expert ALM Leads (formerly Lead Opportunities) API
The ALM Leads (formerly Lead Opportunities) API from Total Expert — 2 operation(s) for alm leads (formerly lead opportunities).
Total Expert Authentication API
The Authentication API from Total Expert — 1 operation(s) for authentication.
Total Expert Contact Endpoints API
The Contact Endpoints API from Total Expert — 21 operation(s) for contact endpoints.
Total Expert Email APIs API
The Email APIs API from Total Expert — 4 operation(s) for email apis.
Total Expert Email Unsubscribes API
The Email Unsubscribes API from Total Expert — 3 operation(s) for email unsubscribes.
Total Expert Entities API
The Entities API from Total Expert — 3 operation(s) for entities.
Total Expert Heartbeat API
The Heartbeat API from Total Expert — 2 operation(s) for heartbeat.
Total Expert Insight Endpoints API
The Insight Endpoints API from Total Expert — 3 operation(s) for insight endpoints.
Total Expert Lead Opportunities (New) API
The Lead Opportunities (New) API from Total Expert — 2 operation(s) for lead opportunities (new).
Total Expert Loan Endpoints API
The Loan Endpoints API from Total Expert — 10 operation(s) for loan endpoints.
Total Expert Scenarios API
The Scenarios API from Total Expert — 2 operation(s) for scenarios.
Total Expert Schema Endpoints API
The Schema Endpoints API from Total Expert — 2 operation(s) for schema endpoints.
Total Expert SMS Opting API
The SMS Opting API from Total Expert — 2 operation(s) for sms opting.
Total Expert User Endpoints API
The User Endpoints API from Total Expert — 9 operation(s) for user endpoints.
Total Expert Webhooks API
The Webhooks API from Total Expert — 3 operation(s) for webhooks.
Scroll within the panel for all 17 ·
Postman Collections 1
A runnable collection turns the contract into something a developer can execute in seconds. We profile them because the fastest way to trust an API is to make a real call against it.
Ready-to-run Postman collections for exercising this provider's APIs.
Total Expert Public API
POSTMANMCP Servers 1
Model Context Protocol servers expose these APIs directly to AI agents. We profile them because agent-native access is the fastest-growing way this provider's capabilities actually get used.
Model Context Protocol servers that expose these APIs to AI agents.
total-expert-mcp.yml
MCP SERVERRate Limits 1
Rate limits are the difference between a demo that works and a production integration that doesn't fall over. Publishing them is an operational-transparency signal — and a hard requirement for any agent that plans its own throughput.
Documented rate limits and quota policies.
Total Expert Rate Limits
RATE LIMITSEvent Specifications 1
Not every API is request/response. AsyncAPI describes the event-driven and streaming side — the webhooks and channels — so the asynchronous half of the interface is documented the same way the synchronous half is.
AsyncAPI definitions for this provider's event-driven and streaming APIs.
Total Expert Webhooks
ASYNCAPISecurity Posture 3
Authentication, domain security, vulnerability disclosure, and trust-center signals — the evidence that a provider takes security seriously enough to document it. We profile it because you can't govern what you can't see.
Authentication, domain security, vulnerability disclosure, and trust-center signals.
Scopes 1
OAuth scopes are the vocabulary of least-privilege access. Profiling them shows exactly what an integration — or an agent acting on a user's behalf — is allowed to do.
OAuth scopes governing access to this provider's APIs.
Agentic Access 1
An x-agentic-access contract marks which operations are safe for an agent to run on its own and which need a human in the loop. It is the difference between an API an agent can use and one it can use safely.
Recommended x-agentic-access execution contracts for AI agents.
Resources
Every other property we hold for Total Expert — documentation, portals, status pages, policies, and corporate surface — grouped by the job it does, following the integrator's arc from getting started to running in production.
Get Started 3
Portal, sign-up, and the first successful call
Documentation 2
Reference material describing how the API behaves
Agent Surfaces 5
MCP servers, agent skills, and machine-readable catalogs
Design & Contract 7
Pagination, idempotency, versioning, errors, and events
Scroll within the panel for all 7 ·
Build 3
SDKs, sample code, and the tooling you integrate with
Access & Security 5
Authentication, authorization, and security posture
Operate 3
Status, limits, changes, and where to get help
Commercial 2
Pricing, plans, and the legal terms of use
Company 2
The organization behind the API
Other 1
Properties that don't map to a standard resource type
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