Integration
Connect EARLY and Wealthbox CRM
When Activity Created fires in EARLY, your agent runs Find Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Add Member to Folder in EARLY. 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 EARLY 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 EARLY and Wealthbox CRM can do together
From EARLY to Wealthbox CRM
When Activity Created in EARLY
then Find Contact in Wealthbox CRM
From Wealthbox CRM to EARLY
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 EARLY and Wealthbox CRM
Triggers and actions 22 triggers · 31 actions
- Activity Created
Triggers when an activity is created.
- Activity Deleted
Triggers when an activity is deleted.
- Activity Updated
Triggers when an activity is updated.
- Folder Created
Triggers when a folder is created.
- Folder Deleted
Triggers when a folder is deleted.
- Folder Updated
Triggers when a folder is updated.
- Time Entry Created
Triggers when a time entry is created.
- Time Entry Deleted
Triggers when a time entry is deleted.
- Time Entry Updated
Triggers when a time entry is updated.
- Tracking Canceled
Triggers when a tracking is canceled.
- Tracking Started
Triggers when a new tracking is started.
- Tracking Stopped
Triggers when a tracking is stopped.
- Tracking Updated
Triggers when a tracking is updated.
- Add Member to Folder
Adds a person with a given email to a folder.
- Cancel Current Tracking
Cancels the tracking that is currently running without saving a time entry
- Create Activity
Creates an activity.
- Create Folder
Creates a folder.
- Create Tag
Creates an tag.
- Create Time Entry
Creates a time entry for a given activity, start- and end-time.
- Delete Activity
Deletes an activity by ID
- Delete Folder
Deletes a folder by ID
- Delete Time Entry
Deletes a time entry by ID
- Get Current Tracking
Gets the tracking that is currently running
- Get Folder
Gets a folder by ID
- Get Time Entry
Gets a time entry by ID
- List Activities
Lists the activities in the account
- Start Tracking
Start Tracking an Activity.
- Stop Current Tracking
Stop the current time tracking.
- Update Activity
Updates an existing activity by ID
- Update Current Tracking
Updates the tracking that is currently running
- Update Folder
Updates an existing folder by ID
- Update Time Entry
Updates an existing time entry by ID
- 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
EARLY and Wealthbox CRM, answered
What can start an automation from EARLY?
Any of EARLY's 13 triggers in the catalog, including Activity Created, Activity Updated, Folder Created and Folder 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 EARLY?
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 EARLY?
Yes. When something happens in Wealthbox CRM, your agent can act in EARLY too. This page covers both directions: Wealthbox CRM's triggers and EARLY's actions are listed here as well.
Do I have to build a connector for EARLY 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 EARLY 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.