Wealthbox APIConnect Wealthbox without building on its API
Wealthbox has a public REST API. Wealthbox users can create a personal API access token themselves. Registering an OAuth app for other firms to connect means emailing Wealthbox support. If you're reading the docs because you need Wealthbox to talk to the rest of your stack, Caddi does that without you writing or maintaining integration code: you show it the job once, and it runs it across Wealthbox and your other tools.
- APIREST (JSON)
- AuthAccess token or OAuth 2.0
- AccessSelf-serve for customers
What the Wealthbox API gives you
- Type
- REST (JSON)
- Authentication
- Access token or OAuth 2.0
- Who can get access
- Wealthbox users can create a personal API access token themselves. Registering an OAuth app for other firms to connect means emailing Wealthbox support.
- What it covers
- Contacts, households, tasks, events, opportunities, projects, notes, workflows, the activity stream, custom fields, tags, users and teams.
- Limits
- One request per second, averaged over five minutes (short bursts are allowed). Wealthbox support can raise it.
Official docs: dev.wealthbox.com. Checked September 2026. Vendors change access terms, so confirm with Wealthbox before you build.
Building on the Wealthbox API vs. having Caddi run it
| The job | Build it on the API | With Caddi |
|---|---|---|
| Getting access | Register an app, get Wealthbox credentials, and manage tokens and refreshes. | Connect your Wealthbox account once. Caddi holds the connection. |
| Writing the integration | A developer maps fields, handles pagination, retries and rate limits, and writes the sync. | You show Caddi the Wealthbox task the way you'd train a new hire. It writes verified code for it. |
| Steps the API doesn't cover | Screens with no endpoint stay manual, or need a separate RPA tool. | Caddi uses a secure, audited browser session where there's no API, in the same automation. |
| The other systems in the loop | Each extra tool is another API, another set of credentials, another integration to own. | One automation runs across all the tools the job touches. |
| Keeping it running | Someone owns the code when the API version, fields or your process change. | Every automation is reviewed before it runs in production, and every run is logged. |
Building on the API is the right call when you have engineers and the integration is your product. When the goal is getting Wealthbox work off someone's desk, the build is the slow part.
What teams usually want the Wealthbox API for
Inbound email triage
Caddi reads inbound client email, identifies the household, logs the conversation in Wealthbox, and opens the right follow-up activity.
Signed-doc close-out
When a document is signed, Caddi files it, updates Wealthbox with the new household state, and closes the open workflow step.
Meeting prep pack
The morning of each meeting, Caddi assembles the prep pack from Wealthbox, the planning tool, and the custodian, and emails it to the advisor.
Wealthbox API questions
Does Wealthbox have an API?
Yes. Wealthbox has a public REST API, authenticated with Access token or OAuth 2.0. The official documentation is at https://dev.wealthbox.com/.
How do I get access to the Wealthbox API?
Wealthbox users can create a personal API access token themselves. Registering an OAuth app for other firms to connect means emailing Wealthbox support.
Does the Wealthbox API have rate limits?
One request per second, averaged over five minutes (short bursts are allowed). Wealthbox support can raise it.
Can I connect Wealthbox to my other tools without writing code against its API?
Yes. With Caddi you show the Wealthbox task once, the way you'd train a new hire, and Caddi builds it as verified code that runs across Wealthbox and the other tools the job touches. Where a step has no API, Caddi uses a secure, audited browser session in the same automation.
Do I need a developer to automate Wealthbox with Caddi?
No. There is no integration code for you to write or maintain. Every automation Caddi builds for Wealthbox is reviewed before it runs in production, and every run is logged.
Connect Wealthbox without the build.
Drop your work email and pick a time. We'll show you Caddi running your Wealthbox workflow end to end.