canonical: https://jentic.com/apis/wealthreader.com/wealthreader

# Wealth Reader API

Las APIs regulatorias basadas en PSD2 proporcionan acceso a cierta información financiera como saldos de cuentas bancarias y transacciones. Sin embargo, hay otras fuentes de información patrimonial que no son accesibles por estas APIs. La API de Wealth Reader amplía la información ofrecida por las APIs regulatorias proporcionando acceso en tiempo real a las fuentes patrimoniales adicionales en cua. The API exposes 3 endpoints.

## For AI agents

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

## Scope

Does not handle payments, communications, or crm - use for finance and accounting only.

## Capabilities

- 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
- Monitor Wealth Reader API operational status and events

## Use cases

### 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.

Example prompt: 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.

Example prompt: 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.

Example prompt: 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

| 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 |

## Key resources

- **entity-data** — Métodos utilizados para recuperar información de las entidades
- **usage-data** — Métodos utilizados para recuperar información de uso

## AI readiness

This API is usable in Jentic One now. Its AI-readiness score against Jentic's framework shows where it stands today and where improvements would make it even easier for agents to use.

- **Score:** 50 / 100
- **Maturity:** Foundational
- **Dimensions:**
  - Foundational Compliance: 51 / 100
  - Developer Experience & Jentic Compatibility: 76 / 100
  - AI-Readiness & Agent Experience: 25 / 100
  - Agent Usability: 94 / 100
  - Security: 100 / 100
  - AI Discoverability: 63 / 100
- **View full report:** https://jentic.com/apis/wealthreader.com/wealthreader/scorecard
- **How the score is calculated:** https://docs.jentic.com/reference/api-readiness-framework/overview/
- **More about the dimensions:** https://docs.jentic.com/reference/api-readiness-framework/specification/#dimensional-model-overview

### Score it yourself

Every API in the directory is allowlisted, so you can re-score it with no key required.

- **Score your own API:** https://jentic.com/scorecard.md
- **Scoring CLI agent skill:** https://github.com/jentic/jentic-api-scorecard/blob/main/skills/jentic-api-scorecard/SKILL.md

```sh
npx @jentic/api-scorecard-cli score <openapi-url>
```

## Why Jentic

- **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 handling:** 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.
- **Discovery method:** 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.

## Related APIs

- **Plaid** — Alternative finance API
- **Xero** — Alternative finance API

## FAQ

### 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.

### Can I limit what my agent is allowed to do with the Wealth Reader API?

Yes. Because you run Jentic One yourself, your own rules decide which Wealth Reader operations the agent can call, so you can enable just the ones it needs, such as GET /entities to list supported entities while withholding POST /entities that retrieves financial assets. Since this API carries its target in the request body rather than the URL path, scoping is done at the operation level: any endpoint you do not enable, including GET /error-codes, stays unavailable to the agent. The account values the API requires are held encrypted by your instance and injected only at execution time, so the agent never sees the raw credentials.