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 — 61 machine-readable artifacts across 1 API, 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 61.7/100 (strong), with a separate agent-readiness read of 41/100 (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. Every facet and dimension name is a link: it opens that measurement's page on APIs.io, where the rating runs across the whole catalog — the exact checks that feed it, how every profiled provider distributes on it, and who is at the top of it.
Kin Score
How this is scored →scored 2026-09-08 · rubric v0.20.0
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title="Total Expert on API Evangelist — API profile and Kin Score">
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</a>More shapes, themes and sizes → · Score as JSON · How badges work
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 18
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
POSTMANScroll within the panel for all 18 ·
Open Collections 18
Open, tool-agnostic collections carry the same runnable value as Postman without locking you to one client — the portable, forkable form of the same exercise.
Open, tool-agnostic API collections (OpenAPI-derived and Bruno).
API Collection
OPEN COLLECTIONTotal Expert Public Account Endpoints API
OPEN COLLECTIONTotal Expert Public Account Endpoints Activity Endpoints API
OPEN COLLECTIONTotal Expert Public Account Endpoints Authentication API
OPEN COLLECTIONTotal Expert Public Account Endpoints Contact Endpoints API
OPEN COLLECTIONTotal Expert Public Account Endpoints Email APIs API
OPEN COLLECTIONTotal Expert Public Account Endpoints Email Unsubscribes API
OPEN COLLECTIONTotal Expert Public Account Endpoints Entities API
OPEN COLLECTIONTotal Expert Public Account Endpoints Heartbeat API
OPEN COLLECTIONTotal Expert Public Account Endpoints Insight Endpoints API
OPEN COLLECTIONTotal Expert Public Account Endpoints Loan Endpoints API
OPEN COLLECTIONTotal Expert Public Account Endpoints Scenarios API
OPEN COLLECTIONTotal Expert Public Account Endpoints Schema Endpoints API
OPEN COLLECTIONTotal Expert Public Account Endpoints SMS Opting API
OPEN COLLECTIONTotal Expert Public Account Endpoints User Endpoints API
OPEN COLLECTIONTotal Expert Public Account Endpoints Webhooks API
OPEN COLLECTIONScroll within the panel for all 18 ·
Pricing Plans 1
Pricing is part of the interface. Machine-readable plans tell you what a tier costs and includes before you commit — one of the things the Kin Score reads for access clarity — renamed from commercial clarity in rubric 0.12, because a free statutory interface has access terms and no commercial ones.
Published pricing tiers and plan structures.
Rate 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 4
Portal, sign-up, and the first successful call
Documentation 2
Reference material describing how the API behaves
Agent Surfaces 4
MCP servers, agent skills, and machine-readable catalogs
Design & Contract 9
Pagination, idempotency, versioning, errors, and events
Scroll within the panel for all 9 ·
Build 4
SDKs, sample code, and the tooling you integrate with
Access & Security 5
Authentication, authorization, and security posture
Operate 6
Status, limits, changes, and where to get help
Commercial 3
Pricing, plans, and the legal terms of use
Company 2
The organization behind the API
Other 2
Properties that don't map to a standard resource type
← All providers · Data indexed from github.com/api-evangelist/total-expert · machine-readable index on apis.io
This is an independent, third-party profile of Total Expert, published by API Evangelist. We do not operate, host, resell, or support these APIs, and we are not affiliated with or endorsed by the company unless stated above. Everything here is built from publicly available information — the company's own site, developer portal, documentation, public repositories, and the specifications it publishes for public use. Nothing is obtained by breaching a system, defeating an access control, or using credentials.
The Kin Score and Agent Readiness rating are independently calculated assessments of a company's public API artifacts, scored against a published rubric. They are not certifications, endorsements, security assessments, or audits.
Corrections, re-scores, and removal are free — no partnership or purchase required, and you do not need to justify the request. A removed company is recorded as unrated, never scored zero for having asked. Acknowledgement within one business day; removal within two.
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