Wealthbox API

Build on Wealthbox.

Retrieve, create, and edit CRM data with a REST API that’s elegant, documented, and fast to integrate. Built for fintech partners and in-house developers.
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What you can build

Open the Wealthbox.

Read & write CRM data

Retrieve, create, and edit Wealthbox data — contacts, households, tasks, events, notes, opportunities, and projects — over a predictable REST interface.

Automate & sync activity

Trigger workflows, read the workspace activity stream, and keep external systems in sync with what’s happening across the firm.

Documentation-driven design

An elegant product experience backed by a delightful developer one. The reference stays current with the API through test-driven docs.

Built for developers

Conventional where it should be.

Quickstart

Your first request in three steps.

  1. Generate an access token
    Create a token in your Wealthbox settings and send it in the ACCESS_TOKEN header on every request.
  2. Call an endpoint
    Make a request against api.crmworkspace.com/v1 over HTTPS — standard REST verbs, JSON bodies.
  3. Get clean JSON back
    Responses are predictable and paginated, so you can build against them with confidence.

Token & OAuth auth

Access tokens for your own workspace, OAuth 2.0 for partner apps acting on behalf of firms.

REST + JSON

Standard verbs over HTTPS, JSON in and out. Nothing proprietary to learn.

Versioned

Namespaced under /v1 so integrations stay stable as the API evolves.

Integrate with Wealthbox

Get started with the Wealthbox API today.

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