Integration
Connect Commune and Wealthbox CRM
When Challenge Completed fires in Commune, your agent runs Find Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Send Direct Message in Commune. 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 Commune 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 Commune and Wealthbox CRM can do together
From Commune to Wealthbox CRM
When Challenge Completed in Commune
then Find Contact in Wealthbox CRM
When New Attendee in Commune
then Get contact in Wealthbox CRM
From Wealthbox CRM to Commune
When New Comment in Wealthbox CRM
then Send Direct Message in Commune
When New Contact in Wealthbox CRM
then Create Post in Commune
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 Commune and Wealthbox CRM
Triggers and actions 19 triggers · 21 actions
Trigger
Challenge CompletedTriggers when a user completes the selected challenge in your Commune community.
Trigger
Comment EditedTriggers when a comment is edited after it was posted.
Trigger
Comment ModeratedTriggers when a comment is moderated to "Show to Poster/Admin only" visibility in your Commune community.
Trigger
New AttendeeTriggers when a new attendee registers for the selected Commune event.
Trigger
New CommentTriggers when a new comment is posted in your Commune community, optionally limited to one post, commenter, box or category.
Trigger
New Event CreatedTriggers when a new event is created in your Commune community.
Trigger
New PostTriggers when a new post is created in your Commune community.
Trigger
New UserTriggers when a new user joins your Commune community.
Trigger
User Account DeactivationTriggers when a community member's account is deactivated (the user resigns or is removed).
Trigger
User Added to GroupTriggers when a user is added to the selected Commune group.
Action
Create GroupCreates a new group in your Commmune community.
Action
Create PostCreates a new post in a Commune box and category, authored as the chosen user.
Action
Deactivate User’s AccountDeactivates (removes) one or more user accounts from your Commune community.
Action
Find UserFinds community users by email address, optionally narrowed by creation date, resigned status or admin role. Returns the matching users and the first match.
Action
Generate Invitation LinkCreates member invitation links for one or more email addresses in your Commune community.
Action
Give BadgeGives a badge to a community member. Only badges in the "Specific users" category can be given.
Action
Give PointsAdds points to one or more community members. By default the points count toward both their total earned and available points.
Action
Remove User From GroupRemoves one or more users from a group. Any badge tied to that group is removed from those users too.
Action
Send Direct MessageSends a direct message from the community admin to a user.
Trigger
New CommentTriggers when a new comment is added to a record in Wealthbox, such as a contact or task.
Trigger
New ContactTriggers when a new contact is created in Wealthbox.
Trigger
New EventTriggered when a new event is created in Wealthbox.
Trigger
New NoteTriggers when a new note is created in Wealthbox, returning the note's content, linked records and tags.
Trigger
New OpportunityTriggered when a new opportunity is created in Wealthbox.
Trigger
New ProjectTriggered when a new project is created in Wealthbox.
Trigger
New TaskTriggered when a new task is created in Wealthbox, optionally limited to a linked record, assignee, team or creator.
Trigger
New WorkflowTriggered when a new workflow is created in Wealthbox.
Trigger
Task CompleteTriggers when a task is marked complete in Wealthbox.
Action
Add Member to HouseholdAdds an existing contact to an existing household with a chosen household role, and returns the updated household with its members.
Action
Create HouseholdCreates a new household in Wealthbox and returns the household record.
Action
Create ProjectCreates a new project in Wealthbox and returns the created project.
Action
Delete contactDeletes an existing contact from your Wealthbox workspace.
Action
Delete household memberRemoves a contact from a household in Wealthbox and returns the updated household with its remaining members.
Action
Delete taskDeletes an existing task from the Wealthbox workspace and returns the deleted task.
Action
Find ContactReturns the Wealthbox contacts that match the search criteria you provide, such as name, email address, phone number or tag.
Action
Get contactReturns a single Wealthbox contact by its id, including its addresses, tags, household and custom fields.
Action
Get opportunityReturns a single Wealthbox opportunity by its id, including its stage, amounts, linked contacts and custom fields.
Action
Get taskReturns a single Wealthbox task by its id, including its subtasks, linked records and custom fields.
Action
List tasksReturns the tasks you can access in Wealthbox, optionally filtered by linked record, assignee, team, creator, completion and last-updated time.
Action
Update projectUpdates 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
Commune and Wealthbox CRM, answered
What can start an automation from Commune?
Any of Commune's 10 triggers in the catalog, including Challenge Completed, New Attendee, New Comment and New Event Created. 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 Commune?
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 Commune?
Yes. When something happens in Wealthbox CRM, your agent can act in Commune too. This page covers both directions: Wealthbox CRM's triggers and Commune's actions are listed here as well.
Do I have to build a connector for Commune 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 Commune 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.