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WealthMgr Docs

API Overview & Authentication

WealthMgr exposes a REST API that allows you to automate actions and read data programmatically. All API endpoints are available to authenticated users.

Info

The WealthMgr API is currently in beta. Endpoint signatures may change before a stable v1 release.

Base URL

https://wealthmgr.app/api

All paths in this documentation are relative to this base URL.

Authentication

The API uses API key authentication. Each request must include a Authorization header with your key as a Bearer token.

Authorization: Bearer eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9...

Generating an API key

  1. Go to Settings → API Keys in the app.
  2. Enter a name for the key (e.g. "Home automation", "n8n workflow").
  3. Click Create API key.
  4. Copy the token immediately — it is shown only once.

Warning

API keys are shown in full only when first created. After that, only the key name and creation date are visible. Store the token securely in a password manager or secret manager.

Managing API keys

The API Keys settings page lists all your keys with their names and creation dates. You can have multiple keys — for example one per integration. To revoke a key, click the delete icon. Deletion is immediate and cannot be undone.

Key scope

API keys are scoped to your user account. A key can access and modify all data in your account. There is no per-resource or read-only scope currently.

Rate limits

See Rate Limits & Errors for limits and retry guidance.

Request format

  • All request bodies must be JSON. Set Content-Type: application/json.
  • All responses are JSON.
  • Dates are ISO 8601 strings (2024-03-15).
  • Amounts are numbers (not strings). Use your account’s currency for the value.

Example request

curl https://wealthmgr.app/api/users/me \
  -H "Authorization: Bearer eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9..."

Response:

{
  "id": "usr_abc123",
  "email": "you@example.com"
}

Claude Code skill

Claude Code can work with your WealthMgr data directly — reading accounts, posting transactions, and handling the API’s quirks (duplicate detection, currency conversions) — once you install the WealthMgr skill.

  1. Create an API key on the Settings → API Keys page and copy the token (it is shown once).
  2. On the same page, in the Claude Code Skill card, click Download to get wealthmgr-api.skill.
  3. Unzip the file into a wealthmgr-api folder inside your Claude Code skills directory — .claude/skills/wealthmgr-api/ for the current project, or ~/.claude/skills/wealthmgr-api/ for all projects. The folder must contain the SKILL.md file from the archive; Claude Code registers the skill automatically.
  4. Start Claude Code and give it the token you copied when it asks how to authenticate.

Tip

Follow the Connect Claude Code tutorial on the Getting Started page for a guided walkthrough of all four steps.

Once installed, describe what you want in plain language — Claude Code invokes the skill when your request matches it. Good first prompts:

  • Attach a PDF bank statement or a credit card export and ask: “Upload these transactions to my WealthMgr checking account.”
  • “Compare my WealthMgr balances with this bank export and create the missing transactions.”
  • “Set up a script that syncs my transactions from this CSV export every evening.”

The skill covers the accounts, transactions, and exchange-rate endpoints (see the Endpoint Reference); API keys are scoped to your user account and limited to those endpoints.