Wealth Reader API

Name: Wealth Reader API
Brand: Wealth Reader API
Availability: InStock

★ Only Publicly Available OpenAPI DocumentFinanceAccountingnone3 EndpointsREST

For Agents

Programmatically obtiene los activos financieros y el detalle de su composición, obtiene el listado de entidades soportadas. Covers 3 operations.

Install Jentic One Beta

Connect the Wealth Reader API to your agent

Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Wealth Reader API, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.

Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.

Step 1: Jentic One Host machine

# On the machine that will host your Jentic One instance:
curl -fsSL "https://jentic.com/install.sh?src=apis&api=%2Fapis%2Fwealthreader.com%2Fwealthreader" | sh

Step 2: Agent machine

# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL "https://jentic.com/install.sh?src=apis&api=%2Fapis%2Fwealthreader.com%2Fwealthreader" | sh
jentic register       # connects your agent to your Jentic One instance

Jentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.

Capabilities

What an agent can do with Wealth Reader API.

Obtiene los activos financieros y el detalle de su composición

Listado de códigos de error

Integrate Wealth Reader API into automated workflows

Query and filter Wealth Reader API records by parameters

GET STARTED

Start building with Wealth Reader API

Explore with Jentic One

View OpenAPI Document

Use Cases

Patterns agents use Wealth Reader API for, with concrete tasks.

★ Finance and Accounting Operations

Use the Wealth Reader API to perform finance operations programmatically. The API provides 3 endpoints covering core functionality including obtiene los activos financieros y el detalle de su composición, obtiene el listado de entidades soportadas, listado de códigos de error.

Call POST /entities to obtiene los activos financieros y el detalle de su composición

Automated entity-data Management

Automate entity-data operations by combining multiple Wealth Reader API endpoints. Agents can obtiene el listado de entidades soportadas and then listado de códigos de error in a single workflow.

Call GET /entities to obtiene el listado de entidades soportadas, then verify the result

AI Agent Integration via Jentic

AI agents discover and call Wealth Reader API endpoints through Jentic without managing credentials directly. An agent searches for the required operation by intent, receives the matching endpoint schema, and executes the call with Jentic-managed authentication. This eliminates the need to read API documentation or handle none tokens manually.

Search Jentic for 'obtiene los activos financieros y el detalle de su composición', load the operation schema, and execute with Jentic-managed credentials

Key Endpoints

3 endpoints — las apis regulatorias basadas en psd2 proporcionan acceso a cierta información financiera como saldos de cuentas bancarias y transacciones.

METHOD

PATH

DESCRIPTION

POST

/entities

Obtiene los activos financieros y el detalle de su composición

GET

/entities

Obtiene el listado de entidades soportadas

GET

/error-codes

Listado de códigos de error

POST

/entities

Obtiene los activos financieros y el detalle de su composición

GET

/entities

Obtiene el listado de entidades soportadas

GET

/error-codes

Listado de códigos de error

Why Jentic?

What agents get from Jentic-routed access to this vendor.

Setup

Wiring the Wealth Reader API by hand means pointing at its host, shaping the entities request, and handling responses yourself. Through Jentic you install once, import the Wealth Reader API from the API Directory, configure it once, and your agent calls it.

Permission scoping

This API carries its target in the request body rather than in the URL path, so limit the agent to the operations it needs, such as creating or listing entities. You choose the operations it may call, so anything beyond what you enable is not available.

Credential isolation

Any account values this API needs are stored once, encrypted, by your own Jentic One instance and injected at execution time. They never enter the agent's prompt, logs, or context.

Intent-based discovery

Agents search Jentic by intent such as 'retrieve financial assets' or 'list entities', and Jentic returns the matching Wealth Reader operation with its input schema so the agent calls the right endpoint without browsing the reference docs.

FAQs

Specific to using Wealth Reader API through Jentic.

What authentication does the Wealth Reader API use?

The Wealth Reader API uses no authentication. Through Jentic, these credentials are stored encrypted in your Jentic One instance and injected at execution time, so raw secrets never enter the agent context.

Can I obtiene los activos financieros y el detalle de su composición with the Wealth Reader API?

Yes. Use the POST /entities endpoint. The API returns structured JSON responses that agents can parse and act on directly.

What are the rate limits for the Wealth Reader API?

Rate limits are not specified in the OpenAPI spec. Check the vendor documentation for current limits. Through Jentic, rate limiting is handled automatically with retry logic built into the execution layer.

How do I obtiene los activos financieros y el detalle de su composición through Jentic?

Install the Jentic SDK with pip install jentic, authenticate through Jentic One, the self-hosted execution layer, then search for 'obtiene los activos financieros y el detalle de su composición'. Jentic returns the matching Wealth Reader API operation with its input schema. Load the schema and execute the call - credentials are injected automatically.

How many endpoints does the Wealth Reader API have?

The Wealth Reader API exposes 3 endpoints covering entity-data, usage-data operations.

Wealth Reader API

Connect the Wealth Reader API to your agent

Capabilities

Start building with Wealth Reader API

Use Cases

Key Endpoints

Why Jentic?

Related APIs

FAQs