--- title: "Connect Frihet and Wealthbox CRM - APIANT.ai" description: "When \"New Expense\" fires in Frihet, your agent runs \"Find Contact\" in Wealthbox CRM, or \"New Comment\" in Wealthbox CRM to \"Add Invoice\" in Frihet." canonical: "https://apiant.ai/connect/frihet-to-wealthbox-crm" --- # Connect Frihet and Wealthbox CRM When **New Expense** fires in [Frihet](https://apiant.ai/connections/frihet), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Add Invoice** in Frihet. Describe the whole flow and it is built, tested on every scenario and kept running. Frihet **1** trigger Frihet **37** 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 Frihet 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 Frihet and Wealthbox CRM can do together ### From Frihet to Wealthbox CRM - When **New Expense** in Frihet then **Find Contact** in Wealthbox CRM - When **New Expense** in Frihet then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to Frihet - When **New Comment** in Wealthbox CRM then **Add Invoice** in Frihet - When **New Contact** in Wealthbox CRM then **Send Invoice** in Frihet 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 Frihet and Wealthbox CRM ## Triggers and actions 10 triggers · 49 actions - Trigger **New Expense** Fires when a new expense is created. Backed by vendor webhook registration. - Action **Add Client** Create a client. - Action **Add Deposit** Create a deposit. - Action **Add Expense** Create an expense. - Action **Add Invoice** Create an invoice. - Action **Add Product** Create a product. - Action **Add Quote** Create a quote. - Action **Add Vendor** Create a vendor. - Action **Apply deposit to invoice** Apply a deposit balance to an invoice. - Action **Delete Client** Delete a client. - Action **Delete Expense** Delete an expense. - Action **Delete Invoice** Delete an invoice. - Action **Delete Product** Delete a product. - Action **Delete Quote** Delete a quote. - Action **Delete Vendor** Delete a vendor. - Action **Get Client** Retrieve a client by id. - Action **Get Deposit** Retrieve a deposit by id. - Action **Get Expense** Retrieve an expense by id. - Action **Get Invoice** Retrieve an invoice by id. - Action **Get Product** Retrieve a product by id. - Action **Get Quote** Retrieve a quote by id. - Action **Get Vendor** Retrieve a vendor by id. - Action **List Clients** List clients. - Action **List Deposits** List deposits. - Action **List Expenses** List expenses. - Action **List Invoices** List invoices. - Action **List Products** List products. - Action **List Quotes** List quotes. - Action **List Vendors** List vendors. - Action **Mark invoice as paid** Mark an invoice as paid. - Action **Send Invoice** Send invoice by email to the client. - Action **Send Quote** Send quote by email to the client. - Action **Update Client** Partial update a client. - Action **Update Expense** Partial update an expense. - Action **Update Invoice** Partial update an invoice. - Action **Update Product** Partial update a product. - Action **Update Quote** Partial update a quote. - Action **Update Vendor** Partial update a vendor. - 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 - [ **Frihet** Frihet is a Spanish business-management and accounting platform for small companies and freelancers.](https://apiant.ai/connections/frihet) - [ **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 Frihet - [ **Frihet to CardClan** A platform to build and send interactive and personalized digital cards using prebuilt templates.](https://apiant.ai/connect/frihet-to-cardclan) - [ **Frihet to PredictHQ** Events and natural disasters data](https://apiant.ai/connect/frihet-to-predicthq) - [ **Frihet to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/frihet-to-hubspot) - [ **Frihet to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/frihet-to-salesforce) - [ **Frihet to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/frihet-to-slack) - [ **Frihet to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/frihet-to-google-sheets) ## 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 ## Frihet and Wealthbox CRM, answered ### ### What can start an automation from Frihet? Any of Frihet's 1 trigger in the catalog, including New Expense. 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 Frihet? 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 Frihet? Yes. When something happens in Wealthbox CRM, your agent can act in Frihet too. This page covers both directions: Wealthbox CRM's triggers and Frihet's actions are listed here as well. ### ### Do I have to build a connector for Frihet 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 Frihet 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.