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

# Wealthbox OAuth 2.0 connector profile – StackOne setup guide

> Set up the OAuth 2.0 connector profile for Wealthbox in StackOne. One-time admin setup required before your users can link Wealthbox accounts via Hub.

<Panel>
  <div className="not-prose guides-scope-selector" data-guides-scope-selector data-guide-actions-json="[{&#x22;id&#x22;:&#x22;wealthbox_list_activity&#x22;,&#x22;label&#x22;:&#x22;List Activity Stream&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_list_contact_roles&#x22;,&#x22;label&#x22;:&#x22;List Contact Roles&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_list_custom_fields&#x22;,&#x22;label&#x22;:&#x22;List Custom Fields&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_list_tags&#x22;,&#x22;label&#x22;:&#x22;List Tags&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_list_category_members&#x22;,&#x22;label&#x22;:&#x22;List Category Members&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_list_comments&#x22;,&#x22;label&#x22;:&#x22;List Comments&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_list_contacts&#x22;,&#x22;label&#x22;:&#x22;List Contacts&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_create_contact&#x22;,&#x22;label&#x22;:&#x22;Create Contact&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_get_contact&#x22;,&#x22;label&#x22;:&#x22;Get Contact&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_update_contact&#x22;,&#x22;label&#x22;:&#x22;Update Contact&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_delete_contact&#x22;,&#x22;label&#x22;:&#x22;Delete Contact&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_list_events&#x22;,&#x22;label&#x22;:&#x22;List Events&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_create_event&#x22;,&#x22;label&#x22;:&#x22;Create Event&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_get_event&#x22;,&#x22;label&#x22;:&#x22;Get Event&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_update_event&#x22;,&#x22;label&#x22;:&#x22;Update Event&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_delete_event&#x22;,&#x22;label&#x22;:&#x22;Delete Event&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_add_household_member&#x22;,&#x22;label&#x22;:&#x22;Add Household Member&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_delete_household_member&#x22;,&#x22;label&#x22;:&#x22;Delete Household Member&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_list_notes&#x22;,&#x22;label&#x22;:&#x22;List Notes&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_create_note&#x22;,&#x22;label&#x22;:&#x22;Create Note&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_get_note&#x22;,&#x22;label&#x22;:&#x22;Get Note&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_update_note&#x22;,&#x22;label&#x22;:&#x22;Update Note&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_list_opportunities&#x22;,&#x22;label&#x22;:&#x22;List Opportunities&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_create_opportunity&#x22;,&#x22;label&#x22;:&#x22;Create Opportunity&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_get_opportunity&#x22;,&#x22;label&#x22;:&#x22;Get Opportunity&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_update_opportunity&#x22;,&#x22;label&#x22;:&#x22;Update Opportunity&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_delete_opportunity&#x22;,&#x22;label&#x22;:&#x22;Delete Opportunity&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_list_projects&#x22;,&#x22;label&#x22;:&#x22;List Projects&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_create_project&#x22;,&#x22;label&#x22;:&#x22;Create Project&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_get_project&#x22;,&#x22;label&#x22;:&#x22;Get Project&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_update_project&#x22;,&#x22;label&#x22;:&#x22;Update Project&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_delete_project&#x22;,&#x22;label&#x22;:&#x22;Delete Project&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_list_tasks&#x22;,&#x22;label&#x22;:&#x22;List Tasks&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_create_task&#x22;,&#x22;label&#x22;:&#x22;Create Task&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_get_task&#x22;,&#x22;label&#x22;:&#x22;Get Task&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_update_task&#x22;,&#x22;label&#x22;:&#x22;Update Task&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_delete_task&#x22;,&#x22;label&#x22;:&#x22;Delete Task&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_get_me&#x22;,&#x22;label&#x22;:&#x22;Get Login Profile&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_list_user_groups&#x22;,&#x22;label&#x22;:&#x22;List User Groups&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_list_teams&#x22;,&#x22;label&#x22;:&#x22;List Teams&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_list_users&#x22;,&#x22;label&#x22;:&#x22;List Users&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_list_workflows&#x22;,&#x22;label&#x22;:&#x22;List Workflows&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_create_workflow&#x22;,&#x22;label&#x22;:&#x22;Create Workflow&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_get_workflow&#x22;,&#x22;label&#x22;:&#x22;Get Workflow&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_delete_workflow&#x22;,&#x22;label&#x22;:&#x22;Delete Workflow&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_list_workflow_templates&#x22;,&#x22;label&#x22;:&#x22;List Workflow Templates&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_get_workflow_template&#x22;,&#x22;label&#x22;:&#x22;Get Workflow Template&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_complete_workflow_step&#x22;,&#x22;label&#x22;:&#x22;Complete Workflow Step&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]},{&#x22;id&#x22;:&#x22;wealthbox_revert_workflow_step&#x22;,&#x22;label&#x22;:&#x22;Revert Workflow Step&#x22;,&#x22;scopes&#x22;:[&#x22;data&#x22;]}]">
    <div className="guides-scope-selector__title">Select Actions to adjust the guide</div>
    <div className="guides-scope-selector__muted guides-scope-selector__subtitle">Some actions may require additional configuration in the provider to be accessible. Choose the actions you need and the guide will be updated.</div>

    <div className="guides-scope-selector__toolbar">
      <input type="text" placeholder="Search actions..." className="guides-scope-selector__input guides-scope-selector__search" data-guide-action-search />

      <button type="button" className="guides-scope-selector__quick-btn" data-guide-select-all>Select all</button>
      <button type="button" className="guides-scope-selector__quick-btn" data-guide-clear>Clear</button>
    </div>

    <div className="guides-scope-selector__list">
      <div className="guides-scope-selector__list-header">
        <div className="guides-scope-selector__list-header-spacer" />

        <div className="guides-scope-selector__list-header-action">Action</div>
        <div className="guides-scope-selector__list-header-scopes">Scope(s)</div>
      </div>

      <div className="guides-scope-selector__muted guides-scope-selector__status" data-guide-loading>Loading actions...</div>
      <div className="guides-scope-selector__muted guides-scope-selector__status" data-guide-no-results hidden>No actions match your search.</div>
    </div>

    <div className="guides-scope-selector__url-section">
      <div className="guides-scope-selector__muted guides-scope-selector__label">Dynamic Guide URL</div>

      <div className="guides-scope-selector__url-row">
        <input type="text" readOnly className="guides-scope-selector__input guides-scope-selector__url-input" data-guide-url />

        <button type="button" className="guides-scope-selector__copy-btn guides-scope-selector__copy-btn--end" data-guide-copy-url>Copy URL</button>
      </div>

      <div className="guides-scope-selector__scopes-section">
        <div className="guides-scope-selector__muted guides-scope-selector__label">Scopes Selected</div>

        <div className="guides-scope-selector__scopes-row">
          <pre className="guides-scope-selector__input guides-scope-selector__scopes-output" role="textbox" aria-readonly="true" tabIndex={0} data-guide-scopes-output />

          <div className="guides-scope-selector__muted guides-scope-selector__side-controls">
            <div className="guides-scope-selector__side-label">Separator</div>

            <select className="guides-scope-selector__input guides-scope-selector__delimiter" data-guide-scope-delimiter>
              <option value="space">Space</option>
              <option value="comma">Comma</option>
              <option value="semicolon">Semicolon</option>
              <option value="pipe">Pipe</option>
              <option value="newline">Newline</option>
            </select>

            <button type="button" className="guides-scope-selector__copy-btn" data-guide-copy-scopes>Copy scopes</button>
          </div>
        </div>
      </div>
    </div>
  </div>
</Panel>

<section data-guide-section data-guide-scopes="">
  <h2>Request a Wealthbox OAuth client</h2>

  <p>Wealthbox does not offer self-service OAuth app registration. Client credentials are issued by Wealthbox support for your application.</p>

  <Steps>
    <Step title="Contact Wealthbox support">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>Email [support@wealthbox.com](mailto:support@wealthbox.com) with details about your application and request OAuth client credentials.</p>

        <ul>
          <li>Redirect URI: `https://api.stackone.com/connect/oauth2/wealthbox/callback`</li>
        </ul>
      </div>
    </Step>

    <Step title="Copy your credentials">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>Paste the issued <strong>Client ID</strong> and <strong>Client Secret</strong> into the StackOne connector profile.</p>
      </div>
    </Step>

    <Step title="Choose scopes">
      <div data-guide-step data-guide-scopes="login,data" data-guide-display-scopes-list="login,data">
        <div className="connector-guide-actions-badge" data-guide-actions-badge data-guide-actions-badge-scopes="login,data">
          <span>Enables actions: </span><span data-guide-actions-badge-labels>Add Household Member, Complete Workflow Step, Create Contact, Create Event, Create Note, Create Opportunity, Create Project, Create Task, Create Workflow, Delete Contact, Delete Event, Delete Household Member, Delete Opportunity, Delete Project, Delete Task, Delete Workflow, Get Contact, Get Event, Get Login Profile, Get Note, Get Opportunity, Get Project, Get Task, Get Workflow, Get Workflow Template, List Activity Stream, List Category Members, List Comments, List Contact Roles, List Contacts, List Custom Fields, List Events, List Notes, List Opportunities, List Projects, List Tags, List Tasks, List Teams, List User Groups, List Users, List Workflow Templates, List Workflows, Revert Workflow Step, Update Contact, Update Event, Update Note, Update Opportunity, Update Project, Update Task</span>
        </div>

        <p>Leave <strong>Scopes</strong> empty to request `login data`, or enter a space-separated list of the scopes below.</p>

        <div className="connector-guide-display-scopes" data-guide-display-scopes>
          <div className="connector-guide-scopes-container">
            <ul className="not-prose connector-guide-scopes-list">
              <li data-guide-display-scope="login">
                <button type="button" className="connector-guide-scope-copy" aria-label="Copy login" title="Copy scope" data-copy="login">
                  <span className="connector-guide-scope-copy__label">login</span>
                  <span className="connector-guide-scope-copy__icon" aria-hidden="true">⧉</span>
                </button>
              </li>

              <li data-guide-display-scope="data">
                <button type="button" className="connector-guide-scope-copy" aria-label="Copy data" title="Copy scope" data-copy="data">
                  <span className="connector-guide-scope-copy__label">data</span>
                  <span className="connector-guide-scope-copy__icon" aria-hidden="true">⧉</span>
                </button>
              </li>
            </ul>
          </div>
        </div>
      </div>
    </Step>
  </Steps>
</section>

## Creating the StackOne Connector Profile

To create the Connector Profile in StackOne for <strong>Wealthbox</strong>:

<Steps>
  <Step title="Open the connector">
    Log in to StackOne, open [Connectors](https://app.stackone.com/connectors), and select <strong>Wealthbox</strong>.
  </Step>

  <Step title="Choose actions and events">
    <ul>
      <li>Click <strong>Add Profile</strong>.</li>
      <li>If the connector offers more than one authentication method, set the <strong>Auth Method</strong> filter to <strong>OAuth 2.0</strong>.</li>
      <li>Select the actions, and any events, to enable for this Connector Profile.</li>
      <li>Click <strong>Continue</strong>.</li>
    </ul>
  </Step>

  <Step title="Set up authentication">
    <ul>
      <li>Select <strong>Authentication Type</strong> as <strong>OAuth 2.0</strong>.</li>

      <li>
        Fill out the fields using details retrieved from your provider:

        <ul className="connector-guide-field-list">
          <li><strong>Client ID</strong></li>
          <li><strong>Client Secret</strong></li>
          <li><strong>Scopes</strong> (Optional)</li>
        </ul>
      </li>

      <li>Click <strong>Create Profile</strong>.</li>
    </ul>
  </Step>
</Steps>

Congratulations! The new Connector Profile now shows up on the connector page. If you created it as a project member rather than an admin, it starts disabled until a project admin enables it. You can now continue to <a href="/connect/managing-connectors/linking-accounts">Link Accounts</a> for <strong>Wealthbox</strong>.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.