openapi: 3.1.0 info: title: Wealthbox CRM Activity Contacts API description: 'REST API for Wealthbox, a CRM built for financial advisors. Provides CRUD endpoints for contacts, tasks, events, opportunities, notes, workflows, users, and teams. Authenticate either with a personal Access Token sent in the `ACCESS_TOKEN` header, or with an OAuth 2.0 bearer token sent in the standard `Authorization: Bearer ...` header. ' version: 1.0.0 contact: name: Wealthbox Developers url: https://dev.wealthbox.com license: name: Proprietary servers: - url: https://api.crmworkspace.com/v1 description: Wealthbox CRM production API security: - accessToken: [] - oauth2: [] tags: - name: Contacts paths: /contacts: get: tags: - Contacts summary: List all contacts operationId: listContacts responses: '200': description: A list of contacts. post: tags: - Contacts summary: Create a new contact operationId: createContact requestBody: required: true content: application/json: schema: $ref: '#/components/schemas/Contact' responses: '201': description: Contact created. /contacts/{id}: parameters: - $ref: '#/components/parameters/IdPath' get: tags: - Contacts summary: Retrieve a contact operationId: getContact responses: '200': description: A contact record. put: tags: - Contacts summary: Update a contact operationId: updateContact requestBody: required: true content: application/json: schema: $ref: '#/components/schemas/Contact' responses: '200': description: Updated contact. delete: tags: - Contacts summary: Delete a contact operationId: deleteContact responses: '204': description: Contact deleted. components: parameters: IdPath: in: path name: id required: true schema: type: integer format: int64 description: Wealthbox resource identifier. schemas: Contact: type: object properties: id: type: integer format: int64 first_name: type: string last_name: type: string email_addresses: type: array items: type: object properties: address: type: string format: email kind: type: string phone_numbers: type: array items: type: object properties: address: type: string kind: type: string securitySchemes: accessToken: type: apiKey in: header name: ACCESS_TOKEN description: Personal Access Token issued from the Wealthbox account settings. oauth2: type: oauth2 description: OAuth 2.0 authorization code flow for third-party integrations. flows: authorizationCode: authorizationUrl: https://app.crmworkspace.com/oauth/authorize tokenUrl: https://app.crmworkspace.com/oauth/token scopes: login: Access basic profile information data: Read and write CRM data externalDocs: description: Wealthbox API Reference url: https://dev.wealthbox.com