Adaptek KonnexMe API

Name: Adaptek KonnexMe API API
Brand: Adaptek KonnexMe API
Availability: InStock

★ Only Publicly Available SpecCRMContact Managementnone85 EndpointsREST

For Agents

Manage advisors, agencies, applications, and assets in the Adaptek KonnexMe portal. Useful for automating advisor onboarding, FMO hierarchy lookups, and document workflows in insurance and financial services.

Quickstart

Get started with Adaptek KonnexMe API in minutes using your preferred integration method.

# Add to your MCP client config (Claude Desktop, Cursor, Windsurf)
{
  "jentic": {
    "url": "https://api.jentic.com/mcp",
    "auth": "oauth"
  }
}

# Then ask your agent:
"look up a konnexme advisor by id"

# → Jentic returns the GET /events tool with parameter schema, agent executes.

Capabilities

What an agent can do with Adaptek KonnexMe API API.

Retrieve and update advisor profiles, including holding-company assignments and authorized-advisor lists

Map portal user IDs to advisor IDs and look up FMO advisors for search workflows

Manage advisor app-access affiliations across multiple agencies

Read agency records, agency images, and agency-level branding configuration

GET STARTED

Start building with Adaptek KonnexMe API API

Explore with Jentic

View OpenAPI Spec

Jentic publishes the only available OpenAPI specification for Adaptek KonnexMe API, keeping it validated and agent-ready.

Jentic publishes the only available OpenAPI specification for Adaptek KonnexMe API, keeping it validated and agent-ready. The KonnexMe API powers Adaptek's virtual advisor and client relationship platform for insurance and financial services agencies. It exposes endpoints to manage advisors, agencies, applications, files, folders, branding assets, and FMO (Field Marketing Organization) hierarchies. Operations cover advisor onboarding, holding-company assignment, affiliation management, and document/asset retrieval across both v1 and v2 path prefixes.

Use Cases

Patterns agents use Adaptek KonnexMe API API for, with concrete tasks.

★ Advisor onboarding automation

Operations agents at FMOs (Field Marketing Organizations) onboard new financial advisors by combining advisor lookup, holding-company assignment, and application affiliation calls. The KonnexMe API exposes each step as a discrete endpoint under /v1/Advisors, so an automation can complete a multi-step setup without operator clicks. Onboarding that previously took 20-30 minutes per advisor can be reduced to a single API workflow.

Call PUT /v1/Advisors/{advisorId}/holdingCompany to assign the new advisor's holding company, then PUT /v1/Advisors/{advisorId}/Affiliations to add the required app access entries.

FMO advisor directory and search

Compliance and supervisor agents need a current list of advisors authorized under a specific FMO for audits or assignment routing. The /v1/Advisors/fmoadvisorsforsearch and /v1/Advisors/holdingcompanyadvisors endpoints return advisor rosters scoped to the requesting hierarchy, so an agent can answer 'who reports under FMO X' without exporting CSVs from the portal UI.

Call GET /v1/Advisors/fmoadvisorsforsearch with the FMO context and return advisor names, IDs, and holding-company affiliations as a structured table.

Document and asset retrieval

Advisors and back-office staff frequently need to fetch branding assets, agency images, or application output documents tied to a specific record. KonnexMe exposes file, folder, asset, and image endpoints, letting an agent locate and surface a document by application or agency ID rather than requiring the user to navigate the portal manually. This reduces context-switching during client conversations.

Look up an agency by ID, then call the agency-images endpoint to retrieve the current logo URL for inclusion in a generated client document.

AI agent advisor lookup via Jentic

An AI assistant inside an FMO uses Jentic to expose KonnexMe advisor lookup as a tool. The agent searches 'find a KonnexMe advisor by ID', Jentic returns the GET /v1/Advisors/{advisorId} schema, and the agent fills the path parameter from user input. Because KonnexMe has no published OpenAPI spec, Jentic's structured spec is the only way an LLM agent can discover and call these endpoints reliably.

Use Jentic to search 'look up advisor by id', load the GET /v1/Advisors/{advisorId} schema, and execute it for advisor ID 12345 to retrieve the advisor's profile.

Key Endpoints

85 endpoints — jentic publishes the only available openapi specification for adaptek konnexme api, keeping it validated and agent-ready.

METHOD

PATH

DESCRIPTION

GET

/v1/Advisors/{advisorId}

Retrieve advisor details

PUT

/v1/Advisors/{advisorId}

Update advisor information

PUT

/v1/Advisors/{advisorId}/holdingCompany

Assign advisor to holding company

GET

/v2/Advisors/{userId}

Get advisor by portal user ID

GET

/v1/Advisors/fmoadvisorsforsearch

List FMO advisors for search

PUT

/v1/Advisors/{advisorId}/Affiliations

Manage advisor app access affiliations

GET

/v1/Advisors/fmoagentvaults/{fmoId}

Retrieve agent vault information for an FMO

GET

/v1/Advisors/{advisorId}

Retrieve advisor details

PUT

/v1/Advisors/{advisorId}

Update advisor information

PUT

/v1/Advisors/{advisorId}/holdingCompany

Assign advisor to holding company

GET

/v2/Advisors/{userId}

Get advisor by portal user ID

GET

/v1/Advisors/fmoadvisorsforsearch

List FMO advisors for search

Why though Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

Adaptek partner credentials are stored encrypted in the Jentic MAXsystem vault. Agents call operations via Jentic without ever loading the credentials into their context.

Intent-based discovery

Agents search by intent (e.g., 'find advisor by portal user id') and Jentic returns the matching KonnexMe operation with its input schema — essential because Adaptek does not publish a public spec.

Time to first call

Direct integration without a published spec: several days of trial-and-error against the portal. Through Jentic: under 1 hour using the structured spec Jentic maintains.

Related APIs

Alternatives and complements available in the Jentic catalogue.

Alternative

Salesforce REST API

General-purpose CRM that many financial-advisor orgs use instead of a vertical platform.

Choose Salesforce when the org runs a generic CRM rather than the FMO-specific KonnexMe portal.

Complementary

Envestnet API

Wealth-management platform that pairs with advisor-records systems for portfolio data.

Use alongside KonnexMe when an advisor lookup needs to be enriched with portfolio or fee data.

Alternative

Insightly CRM API

SMB-focused CRM with contact and project endpoints.

Pick this when the use case is general advisor contact tracking rather than FMO hierarchy management.

FAQs

Specific to using Adaptek KonnexMe API API through Jentic.

Why is there no official OpenAPI spec for Adaptek KonnexMe API?

Adaptek does not publish an OpenAPI specification. Jentic generates and maintains this spec so that AI agents and developers can call Adaptek KonnexMe API via structured tooling. It is validated against the live API and kept up to date. Get started at https://app.jentic.com/sign-up.

What authentication does the Adaptek KonnexMe API use?

The published spec does not declare a security scheme, which typically indicates Adaptek issues credentials directly to FMO partners after onboarding. When credentials are added to Jentic they are stored encrypted in the MAXsystem vault and injected at execute time so they never appear in agent context.

Can I look up advisors by FMO with the Adaptek KonnexMe API?

Yes. Call GET /v1/Advisors/fmoadvisorsforsearch to return advisors scoped to the calling FMO, GET /v1/Advisors/holdingcompanyadvisors for holding-company-scoped lists, and GET /v1/Advisors/fmoagentvaults/{fmoId} to retrieve the FMO's agent vault contents.

How do I assign an advisor to a holding company through Jentic?

Search Jentic for 'assign advisor to holding company', load the PUT /v1/Advisors/{advisorId}/holdingCompany schema, and execute with the advisor ID and holding-company payload. Jentic handles the request and returns the updated advisor record.

Are there rate limits on the Adaptek KonnexMe API?

Adaptek does not publish rate limits in this spec. In practice, the API is sized for partner FMO traffic — apply conservative client-side throttling and respect any 429 responses surfaced through Jentic.

Does this API include client-facing financial transactions?

No. KonnexMe focuses on advisor, agency, application, and asset management. It does not process trades, payments, or client portfolio holdings — those live in separate Adaptek systems or third-party advisor platforms.