Wealthbox API
Wealthbox publishes a REST reference at dev.wealthbox.com with OAuth 2.0 and personal access tokens, reachable from a self-serve trial and published pricing. Core CRM objects are covered. OAuth client setup runs through a support email, and no SDKs or sandbox are published.
Frequently asked questions
Wealthbox scores B on Supergood's API Report Card. Wealthbox publishes a REST reference at dev.wealthbox.com with OAuth 2.0 and personal access tokens, reachable from a self-serve trial and published pricing. Core CRM objects are covered. OAuth client setup runs through a support email, and no SDKs or sandbox are published.
Wealthbox has a workable official integration path. Most engineering teams can build against it directly. Solid API with minor gaps
Wealthbox is a cloud CRM workspace built for financial advisors, marketed as an AI powered CRM for advisory firms.
Finance, specifically wealth management. Advisory firms run Wealthbox as the client system of record: prospect and household contact data, meeting notes, tasks, calendar events, pipeline opportunities with amount, stage, probability, and close date, plus workflow templates that drive onboarding and review cycles.
Wealthbox is a frequently referenced CRM among independent financial advisors and RIA firms and is carried as a named connector by unified API vendors such as Nango and Unified.to, though no third party customer counts appear in the sourced research and the highest user adoption claim on the homepage is a vendor statement rather than an audited figure.
Wealthbox holds the advisory firm's relationship record: client and prospect contacts with household and custom field data, advisor notes, tasks, calendar events and meetings, pipeline opportunities with amounts, stages, probabilities, and close dates, plus user and team structures and workflow state.
The commercial surface is long lived: the public pricing page dates back to 2014 and the current site presents a refreshed AI oriented CRM workspace.
Common alternatives include Redtail CRM, Salesforce, SS&C Advent, Practifi. Graded alternatives appear under "More from the report card" below.
Supergood's grades measure one thing: can a customer's engineering team get their own data out programmatically? Supergood checks six things (whether a real API exists, how access is gated, data coverage, auth quality, docs and developer experience, and stability) and rolls them into a letter grade. Supergood re-verifies grades, and they only move on evidence.
Not that we could find. There is no official Wealthbox MCP server in any public registry, and no maintained community server we're aware of. We re-verify this periodically — report an inaccuracy below if we missed one.
Not natively. Wealthbox doesn't publish an MCP server, so MCP clients like Claude, Cursor, and Codex have nothing to connect to out of the box. If that changes, this page will reflect it.