Integration
Connect awork and Wealthbox CRM
When New Client fires in awork, your agent runs Find Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Create Project Task in awork. 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 awork 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 awork and Wealthbox CRM can do together
From awork to Wealthbox CRM
When New Client in awork
then Find Contact in Wealthbox CRM
From Wealthbox CRM to awork
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 awork and Wealthbox CRM
Triggers and actions 17 triggers · 33 actions
- New Client
Fires when a new company/client is created in awork. Poll/webhook on companies resource creation event.
- New Project
Triggers when a new project is created.
- New Task
Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.
- New Time Entry
Triggers when a new time entry is created.
- Updated Client
Fires when an existing company/client is updated in awork. Poll/webhook on companies resource update event.
- Updated Project
Fires when a project is updated in the awork workspace.
- Updated Task
Triggers when a task is updated. The trigger only fires for tasks with a project assigned, not for private tasks.
- Updated Time Entry
Triggers when a time entry is updated.
- Create Client
Creates a client (company) in awork and returns the created company.
- Create Project
Creates a new project.
- Create Project Task
Creates a task in an awork project.
- Create Time Entry
Creates a time entry for a user, optionally against a project/task, using startDateUtc+duration or startDateUtc+endDateUtc.
- Delete Client
Deletes a client (company) in awork, optionally moving, detaching or deleting its linked projects and tasks.
- Delete Project
Deletes an awork project and its tasks, optionally deleting its time entries too.
- Delete Project Task
Deletes an awork task by id.
- Delete Time Entry
Deletes a time entry in awork.
- Find Project Tasks by criteria
Returns up to 100 tasks of a project that match the specified filter criteria.
- Find Time Entries by criteria
Returns up to 100 time entries in the workspace that match the specified filter criteria.
- Get Client by ID
Finds a client by id
- Get Project by ID
Finds a project by id
- Get Task by ID
Returns a single awork task (project or private task) by its id, including status, assignees, project, tags, lists and custom field values.
- Get Time Entry
Returns a single awork time entry by its id, including its task, project, user, type of work and breaks.
- Search Clients
Returns up to 100 clients (companies) whose name contains the specified text.
- Search Projects
Returns up to 100 projects whose name contains the specified text, optionally narrowed by an additional filter.
- Search Users by Email
Returns the awork users whose contact information includes the specified email address.
- Update Client
Updates an existing client (company) by ID. Fields left blank keep their current values.
- Update Project
Updates fields (name, status, workflow, etc) on an existing awork project.
- Update Project Task
Updates fields (name, status, assignee, due date, etc) on an existing awork task.
- Update Time Entry
Updates an existing awork time entry: its times or duration, type of work, project, task, note and billing flags.
- 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
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Questions
awork and Wealthbox CRM, answered
What can start an automation from awork?
Any of awork's 8 triggers in the catalog, including New Client, New Project, New Task and New Time Entry. 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 awork?
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 awork?
Yes. When something happens in Wealthbox CRM, your agent can act in awork too. This page covers both directions: Wealthbox CRM's triggers and awork's actions are listed here as well.
Do I have to build a connector for awork 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 awork 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.