--- title: "Connect Coworks and Wealthbox CRM - APIANT.ai" description: "When \"Contact Updated\" fires in Coworks, your agent runs \"Find Contact\" in Wealthbox CRM." canonical: "https://apiant.ai/connect/coworks-to-wealthbox-crm" --- # Connect Coworks and Wealthbox CRM When **Contact Updated** fires in [Coworks](https://apiant.ai/connections/coworks), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **List CRM contacts and leads** in Coworks. Describe the whole flow and it is built, tested on every scenario and kept running. Coworks **10** triggers Coworks **7** 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 Coworks 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 Coworks and Wealthbox CRM can do together ### From Coworks to Wealthbox CRM - When **Contact Updated** in Coworks then **Find Contact** in Wealthbox CRM - When **CRM Entry Updated** in Coworks then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to Coworks - When **New Comment** in Wealthbox CRM then **List CRM contacts and leads** in Coworks - When **New Contact** in Wealthbox CRM then **Get room occupancy** in Coworks 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 Coworks and Wealthbox CRM ## Triggers and actions 19 triggers · 19 actions - Trigger **Contact Updated** Triggers when a contact in your Coworks CRM is created or changed. - Trigger **CRM Entry Updated** Triggers when a CRM contact or lead is added or changed in Coworks. - Trigger **Lead Updated** Triggers when a lead in Coworks is created or changed, including changes to its status, custom fields, or any other returned detail. - Trigger **Member Deactivate** Triggered when a member is deactivated and is no longer an active member. - Trigger **Member Updated** Triggers when a member is added or any of a member's details change. - Trigger **New Checkin** Triggered when a new check-in is recorded for a member, visitor or passport holder in your Coworks community. - Trigger **New Contact** Triggered when a new contact is created in your Coworks CRM. - Trigger **New CRM Entry** Triggered when a new CRM entry, either a contact or a lead, is created. - Trigger **New Lead** Triggers when a new lead is created in the Coworks CRM. - Trigger **New Member** Triggered when a new member is created in your Coworks community. - Action **Get room occupancy** Returns the rooms at a campus with their occupancy, optionally limited to one room type. - Action **List active memberships** Returns the community's paid memberships, optionally limited to one status. Free subscriptions are not included. - Action **List checkins** Returns check-ins for your Coworks community, optionally filtered by campus, check-in type, date range or person name. - Action **List CRM contacts and leads** Returns the contacts and leads in your Coworks CRM, optionally filtered by campus, type, lead status, source and date. - Action **List members** Returns the members of your Coworks community, optionally narrowed to specific teams or a campus, and optionally including inactive members. - Action **List rooms** Returns the rooms at a campus, optionally narrowed to one room type. - Action **List teams** Returns the teams in your Coworks community, optionally narrowed by team, campus, or join date. - 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 - [ **Coworks** Coworks is a coworking management platform solution for automating running a coworking space.](https://apiant.ai/connections/coworks) - [ **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 Coworks - [ **Coworks to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/coworks-to-hubspot) - [ **Coworks to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/coworks-to-salesforce) - [ **Coworks to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/coworks-to-slack) - [ **Coworks to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/coworks-to-google-sheets) - [ **Coworks to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/coworks-to-gmail) - [ **Coworks to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/coworks-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 ## Coworks and Wealthbox CRM, answered ### ### What can start an automation from Coworks? Any of Coworks's 10 triggers in the catalog, including Contact Updated, CRM Entry Updated, Lead Updated and Member Updated. 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 Coworks? 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 Coworks? Yes. When something happens in Wealthbox CRM, your agent can act in Coworks too. This page covers both directions: Wealthbox CRM's triggers and Coworks's actions are listed here as well. ### ### Do I have to build a connector for Coworks 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 Coworks 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.