Wealthbox
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.
Limited machine-readable signal and partial portal coverage — documentation a human can read, but little a machine or agent can consume without scraping.
API Evangelist profiles Wealthbox the way a machine reads it — 18 machine-readable artifacts across 11 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 — Wealthbox scores 31.5/100 (thin), with a separate agent-readiness read of 41/100 (agent aware). 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 Wealthbox
Each block below is one kind of artifact we hold for Wealthbox. 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 11
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.
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.
Scroll within the panel for all 11 ·
Open Collections 1
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).
Wealthbox CRM API
OPEN COLLECTIONSecurity Posture 4
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 Wealthbox — 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 1
Portal, sign-up, and the first successful call
Documentation 1
Reference material describing how the API behaves
Agent Surfaces 1
MCP servers, agent skills, and machine-readable catalogs
Build 1
SDKs, sample code, and the tooling you integrate with
Access & Security 5
Authentication, authorization, and security posture
Commercial 1
Pricing, plans, and the legal terms of use
Company 3
The organization behind the API
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