--- title: "Connect Cartes and Wealthbox CRM - APIANT.ai" description: "When \"New marker\" fires in Cartes, your agent runs \"Find Contact\" in Wealthbox CRM, or \"New Comment\" in Wealthbox CRM to \"Add map\" in Cartes." canonical: "https://apiant.ai/connect/cartes-to-wealthbox-crm" --- # Connect Cartes and Wealthbox CRM When **New marker** fires in [Cartes](https://apiant.ai/connections/cartes), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Add map** in Cartes. Describe the whole flow and it is built, tested on every scenario and kept running. Cartes **1** trigger Cartes **11** actions Wealthbox CRM **9** triggers Wealthbox CRM **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Cartes and Wealthbox CRM to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Cartes and Wealthbox CRM can do together ### From Cartes to Wealthbox CRM - When **New marker** in Cartes then **Find Contact** in Wealthbox CRM - When **New marker** in Cartes then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to Cartes - When **New Comment** in Wealthbox CRM then **Add map** in Cartes - When **New Contact** in Wealthbox CRM then **Add marker** in Cartes 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 Cartes and Wealthbox CRM ## Triggers and actions 10 triggers · 23 actions - Trigger **New marker** Triggers when a new marker is added to a Cartes map. - Action **Add map** Creates a new map on Cartes.io and returns it, including the one-time map token needed to edit or delete it. - Action **Add marker** Adds a marker at a latitude and longitude on a Cartes.io map, in an existing or new category. - Action **Delete map** Deletes a map from Cartes.io. - Action **Delete marker** Deletes a marker from a Cartes.io map. - Action **Find maps by keyword** Returns public Cartes.io maps that match a keyword. - Action **Get map** Returns a single Cartes.io map, including its title, description, privacy setting and categories. - Action **List categories** Returns all marker categories available on Cartes.io. - Action **List maps** Returns the public maps on Cartes.io, optionally filtered by ID, category or query. - Action **List markers** Returns all markers on a Cartes.io map, optionally including expired ones. - Action **Update map** Updates the title, description, privacy or marker-creation setting of an existing Cartes.io map. - Action **Update marker** Updates a marker on a Cartes.io map: change its description, or (as the map owner) flag it as spam. - Trigger **New Comment** Triggers when a new comment is added to a record in Wealthbox, such as a contact or task. - Trigger **New Contact** Triggers when a new contact is created in Wealthbox. - Trigger **New Event** Triggered when a new event is created in Wealthbox. - Trigger **New Note** Triggers when a new note is created in Wealthbox, returning the note's content, linked records and tags. - Trigger **New Opportunity** Triggered when a new opportunity is created in Wealthbox. - Trigger **New Project** Triggered when a new project is created in Wealthbox. - Trigger **New Task** Triggered when a new task is created in Wealthbox, optionally limited to a linked record, assignee, team or creator. - Trigger **New Workflow** Triggered when a new workflow is created in Wealthbox. - Trigger **Task Complete** Triggers when a task is marked complete in Wealthbox. - Action **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. - Action **Create Household** Creates a new household in Wealthbox and returns the household record. - Action **Create Project** Creates a new project in Wealthbox and returns the created project. - Action **Delete contact** Deletes an existing contact from your Wealthbox workspace. - Action **Delete household member** Removes a contact from a household in Wealthbox and returns the updated household with its remaining members. - Action **Delete task** Deletes an existing task from the Wealthbox workspace and returns the deleted task. - Action **Find Contact** Returns the Wealthbox contacts that match the search criteria you provide, such as name, email address, phone number or tag. - Action **Get contact** Returns a single Wealthbox contact by its id, including its addresses, tags, household and custom fields. - Action **Get opportunity** Returns a single Wealthbox opportunity by its id, including its stage, amounts, linked contacts and custom fields. - Action **Get task** Returns a single Wealthbox task by its id, including its subtasks, linked records and custom fields. - Action **List tasks** Returns the tasks you can access in Wealthbox, optionally filtered by linked record, assignee, team, creator, completion and last-updated time. - Action **Update project** Updates the name or description of an existing project in Wealthbox CRM. ## Each app on its own - [ **Cartes** Open-source platform for creating live, community-driven, anonymous maps with custom markers via API.](https://apiant.ai/connections/cartes) - [ **Wealthbox CRM** Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships...](https://apiant.ai/connections/wealthbox-crm) Reviews ## What our customers say ## More from Cartes - [ **Cartes to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cartes-to-hubspot) - [ **Cartes to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cartes-to-salesforce) - [ **Cartes to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cartes-to-slack) - [ **Cartes to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/cartes-to-google-sheets) - [ **Cartes to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cartes-to-gmail) - [ **Cartes to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cartes-to-google-calendar) ## More into Wealthbox CRM - [ **HubSpot to Wealthbox CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-wealthbox-crm) - [ **Salesforce to Wealthbox CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-wealthbox-crm) - [ **Slack to Wealthbox CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-wealthbox-crm) - [ **Google Sheets to Wealthbox CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-wealthbox-crm) - [ **Gmail to Wealthbox CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-wealthbox-crm) - [ **Google Calendar to Wealthbox CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-wealthbox-crm) Questions ## Cartes and Wealthbox CRM, answered ### ### What can start an automation from Cartes? Any of Cartes's 1 trigger in the catalog, including New marker. 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 Cartes? 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 Cartes? Yes. When something happens in Wealthbox CRM, your agent can act in Cartes too. This page covers both directions: Wealthbox CRM's triggers and Cartes's actions are listed here as well. ### ### Do I have to build a connector for Cartes 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 Cartes 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.