Tablewealth API Documentation

Build read-only integrations against organization-scoped accounts, transactions, holdings, and organization data.

Base URL	`https://api.tablewealth.com`
Version	`v1`
Auth	`X-API-Key`

The Tablewealth API is a read-only financial data API for accounts, transactions, holdings, and organization metadata. Use it for custom dashboards, spreadsheet workflows, internal tools, and AI-assisted code generation.

What the API exposes

The API is scoped by API key. You never pass a user id or organization id from client input.

Core resources

Organization profile fields
Accessible financial accounts
Normalized transactions
Investment holdings and cash-equivalent positions
API key discovery and available operations

API shape

Protocol: REST
Current version: v1
Authentication header: X-API-Key
Response format: JSON envelopes
List style: cursor pagination with pageSize and pageToken

How to use these docs

Start with Quickstart, then wire authentication from Authentication. Use the API reference pages for API key discovery, Accounts, Transactions, Holdings, and Organizations. Use OpenAPI when generating typed clients.

Agent-readable docs

The API docs also expose machine-readable helpers:

/docs/api/agents.txt is the richer implementation guide for coding agents.
/docs/api/llms.txt is the default Fumadocs LLM index.
/docs/api.md is the markdown version of this overview page.

First endpoint

Call discovery before resource endpoints. It returns the current key's scopes, account access, rate limits, and available operations.

curl "https://api.tablewealth.com/v1/api-key" \
  -H "X-API-Key: $TABLEWEALTH_API_KEY"

Overview