> ## Documentation Index
> Fetch the complete documentation index at: https://docs.withampersand.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Wealthbox

## What's supported

### Supported actions

This connector supports:

* [Proxy Actions](/proxy-actions), using the base URL `https://api.crmworkspace.com`.

### Example integration

To define an integration for Wealthbox, create a manifest file that looks like this:

```YAML theme={null}
# amp.yaml
specVersion: 1.0.0
integrations:
  - name: wealthbox-integration
    displayName: My Wealthbox Integration
    provider: wealthbox
    proxy:
      enabled: true
```

## Before You Get Started

To use the Wealthbox connector, your customer will need a Wealthbox **API access token**.

Here's how a user can create one:

1. Log in to [Wealthbox](https://app.crmworkspace.com/).
2. Open **Settings** from the three-dot menu.
3. Go to **API Access** (`https://app.crmworkspace.com/settings/access_tokens`).
4. Click **Create Access Token**.
5. Enter a label for the token and click **Save**.
6. Copy the generated token — this is the value your customer will supply to Ampersand.

<Note>
  If **API Access** isn't available on the account, the customer must email `support@wealthbox.com` to request access.
</Note>

For more information, see the [Wealthbox API documentation](https://dev.wealthbox.com/) and their [help article on creating an API access token](https://help.wealthbox.com/hc/en-us/articles/29980458723739-How-do-I-create-an-API-access-token).

## Using the connector

This connector uses API Key auth, which means that you do not need to set up a Provider App before getting started. (Provider apps are only required for providers that use OAuth2 Authorization Code grant type.)

To start integrating with Wealthbox:

* Create a manifest file like the example above.
* Deploy it using the [amp CLI](/cli/overview).
* Embed the [InstallIntegration](/embeddable-ui-components#install-integration) UI component. The UI component will prompt the customer for their API access token.
* Start making [Proxy Calls](/proxy-actions), and Ampersand will automatically attach the API key supplied by the customer. Please note that this connector's base URL is `https://api.crmworkspace.com`.

For detailed information about available endpoints and request formats, refer to the [Wealthbox API Reference](https://dev.wealthbox.com/).