Integration
Connect HigherGov and Wealthbox CRM
When Pursuit Added fires in HigherGov, your agent runs Find Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Find Agencies in HigherGov. 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 HigherGov 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 HigherGov and Wealthbox CRM can do together
From HigherGov to Wealthbox CRM
When Pursuit Added in HigherGov
then Find Contact in Wealthbox CRM
From Wealthbox CRM to HigherGov
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 HigherGov and Wealthbox CRM
Triggers and actions 10 triggers · 22 actions
- Pursuit Added
Triggered when a new pursuit is added to your HigherGov pipeline.
- Find Agencies
Returns U.S. government agencies from HigherGov, with each agency's ID, name, abbreviation, type and place in the agency hierarchy. Supply an agency ID to look up a single one.
- Find Awardees
Returns companies that hold U.S. government awards, with each company's name, Unique Entity ID, CAGE code, address, contacts, industry codes and SAM registration dates. Filter by Unique Entity ID, CAGE code, parent company or industry code.
- Find Contract Vehicles
Returns U.S. government contract vehicles, each with its name, description, type, status, award date and the awarding and funding agencies.
- Find Federal Contracts
Returns U.S. federal contract awards, each with its Award ID, winning company, awarding and funding agencies, dollar values, performance dates, industry codes and place of performance. Filter by company, agency, industry code, contract vehicle or a saved HigherGov search.
- Find Federal Grants
Returns U.S. federal grant awards, each with its Award ID, recipient organization, awarding and funding agencies, grant program number, dollar amounts and dates. Filter by recipient, agency, program number or a saved HigherGov search.
- Find Opportunities
Returns open U.S. government contract and grant opportunities, each with its title, description, posting agency, source, posted and due dates. Filter by agency, source, posted date or a saved HigherGov search.
- Find People
Returns federal, state and local government contacts, each with their name, title, email, phone and agency. Supply an email address to look up one specific person.
- Find Pursuits
Returns the pursuits your team is tracking in HigherGov, each with its keys, name, stage and related opportunity details. Filter to a single pursuit by its key or your own reference ID.
- Find State and Local Contracts
Returns U.S. state and local government contract awards, each with its buyer, supplier, award amount and start and end dates. Filter by date range or a saved HigherGov search.
- Get Opportunity Documents
Returns the documents attached to a government opportunity, each with its file name, type, size, posted date, download link and extracted text.
- 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
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Questions
HigherGov and Wealthbox CRM, answered
What can start an automation from HigherGov?
Any of HigherGov's 1 trigger in the catalog, including Pursuit Added. 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 HigherGov?
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 HigherGov?
Yes. When something happens in Wealthbox CRM, your agent can act in HigherGov too. This page covers both directions: Wealthbox CRM's triggers and HigherGov's actions are listed here as well.
Do I have to build a connector for HigherGov 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 HigherGov 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.