Integration
Connect Algolia and Wealthbox CRM
When Browse Records fires in Algolia, your agent runs Find Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Add or Replace Record in Algolia. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Algolia and Wealthbox CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Algolia and Wealthbox CRM can do together
From Algolia to Wealthbox CRM
When Browse Records in Algolia
then Find Contact in Wealthbox CRM
From Wealthbox CRM to Algolia
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Algolia and Wealthbox CRM
Triggers and actions 10 triggers · 40 actions
- Browse Records
Triggers when a new record appears in an Algolia index, optionally limited to records matching a query or filter.
- Add or Replace Record
Adds a record to an Algolia index, or replaces the existing record with the same object ID.
- Batch Indexing
Adds, updates or deletes several records in one Algolia index with a single request. Returns the affected record IDs and the indexing task ID.
- Batch Multiple Indices
Adds, updates, or deletes records across multiple Algolia indices in a single request.
- Batch Save Query Rules
Creates or replaces several query rules on an Algolia index in one call, optionally clearing the existing rules first.
- Batch Save Synonyms
Creates or replaces a batch of synonyms on an Algolia index.
- Check Task Status
Returns whether an Algolia indexing task on an index has finished (published) or is still pending.
- Clear All Synonyms
Deletes all synonyms from an Algolia index.
- Clear Index (Delete All Records)
Deletes every record from an Algolia index while keeping its settings, synonyms and rules.
- Copy or Move Index
Copies or moves (renames) an Algolia index to a destination index within the same application.
- Delete Index
Deletes an Algolia index together with all its records and settings.
- Delete Query Rule
Deletes a query rule from an Algolia index by its ID.
- Delete Record
Deletes a single record from an Algolia index by its object ID.
- Delete Records by Query
Deletes every record in an Algolia index that matches a filter. The deletion is queued as a task; empty filters are refused.
- Delete Synonym
Deletes a synonym from an Algolia index by its ID.
- Find Query Rule
Returns a single query rule from an Algolia index by its rule ID, including its conditions and consequence.
- Find Record
Returns one record from an Algolia index by its object ID.
- Find Synonym
Finds a synonym in an Algolia index by its ID and returns its type, words and replacements.
- Get Index Settings
Returns the settings configured on an Algolia index, such as searchable attributes, ranking and faceting.
- Get Records (Batch)
Retrieves one or more records by object ID, potentially from different indices, in a single call.
- List Indices
Returns all indices in your Algolia application, with each index's name, record count, size and last-updated time.
- Partial Update Record
Adds new attributes to an Algolia record or updates existing ones, leaving the other attributes unchanged.
- Save Record (Auto Object ID)
Adds a record to an Algolia index with an auto-generated object ID, or replaces the record if the given object ID already exists.
- Save Synonym
Creates a synonym in an Algolia index, or replaces the existing synonym with the same ID.
- Search for Facet Values
Searches the values of a facet attribute in an index and returns the matching facet values with their record counts.
- Search Index
Searches one Algolia index and returns the matching records (hits) with result counts.
- Search Multiple Indices
Runs several search queries against one or more indices in a single request and returns each query's results in the same order.
- Search Synonyms
Searches the synonyms of an Algolia index by text and optional synonym type, returning the matching synonyms and the total match count.
- Update Index Settings
Updates the settings of an Algolia index, such as searchable attributes, faceting, ranking and typo tolerance. Settings you leave blank are not changed.
- New Comment
Triggers when a new comment is added to a record in Wealthbox, such as a contact or task.
- New Contact
Triggers when a new contact is created in Wealthbox.
- New Event
Triggered when a new event is created in Wealthbox.
- New Note
Triggers when a new note is created in Wealthbox, returning the note's content, linked records and tags.
- New Opportunity
Triggered when a new opportunity is created in Wealthbox.
- New Project
Triggered when a new project is created in Wealthbox.
- New Task
Triggered when a new task is created in Wealthbox, optionally limited to a linked record, assignee, team or creator.
- New Workflow
Triggered when a new workflow is created in Wealthbox.
- Task Complete
Triggers when a task is marked complete in Wealthbox.
- Add Member to Household
Adds an existing contact to an existing household with a chosen household role, and returns the updated household with its members.
- Create Household
Creates a new household in Wealthbox and returns the household record.
- Create Project
Creates a new project in Wealthbox and returns the created project.
- Delete contact
Deletes an existing contact from your Wealthbox workspace.
- Delete household member
Removes a contact from a household in Wealthbox and returns the updated household with its remaining members.
- Delete task
Deletes an existing task from the Wealthbox workspace and returns the deleted task.
- Find Contact
Returns the Wealthbox contacts that match the search criteria you provide, such as name, email address, phone number or tag.
- Get contact
Returns a single Wealthbox contact by its id, including its addresses, tags, household and custom fields.
- Get opportunity
Returns a single Wealthbox opportunity by its id, including its stage, amounts, linked contacts and custom fields.
- Get task
Returns a single Wealthbox task by its id, including its subtasks, linked records and custom fields.
- List tasks
Returns the tasks you can access in Wealthbox, optionally filtered by linked record, assignee, team, creator, completion and last-updated time.
- Update project
Updates the name or description of an existing project in Wealthbox CRM.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Algolia and Wealthbox CRM, answered
What can start an automation from Algolia?
Any of Algolia's 1 trigger in the catalog, including Browse Records. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Wealthbox CRM when something happens in Algolia?
Any of Wealthbox CRM's 12 actions, including Create Household, Create Project, Update project and Add Member to Household. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Wealthbox CRM to Algolia?
Yes. When something happens in Wealthbox CRM, your agent can act in Algolia too. This page covers both directions: Wealthbox CRM's triggers and Algolia's actions are listed here as well.
Do I have to build a connector for Algolia or Wealthbox CRM?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Algolia and Wealthbox CRM without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.