--- title: "Connect Keygen and Wealthbox CRM - APIANT.ai" description: "When \"License Created\" fires in Keygen, your agent runs \"Find Contact\" in Wealthbox CRM, or \"New Comment\" in Wealthbox CRM to \"Create User\" in Keygen." canonical: "https://apiant.ai/connect/keygen-to-wealthbox-crm" --- # Connect Keygen and Wealthbox CRM When **License Created** fires in [Keygen](https://apiant.ai/connections/keygen), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Create User** in Keygen. Describe the whole flow and it is built, tested on every scenario and kept running. Keygen **13** triggers Keygen **28** 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 Keygen 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 Keygen and Wealthbox CRM can do together ### From Keygen to Wealthbox CRM - When **License Created** in Keygen then **Find Contact** in Wealthbox CRM - When **New Event** in Keygen then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to Keygen - When **New Comment** in Wealthbox CRM then **Create User** in Keygen - When **New Contact** in Wealthbox CRM then **Add Release** in Keygen 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 Keygen and Wealthbox CRM ## Triggers and actions 22 triggers · 40 actions - Trigger **License Created** Fires when a license is created in Keygen. - Trigger **License Deleted** Triggers when a license is deleted. - Trigger **License Expired** Triggers when a license has expired. - Trigger **License Expiring** Triggers when a license is expiring soon. - Trigger **License Renewed** Triggers when a license is renewed. - Trigger **License Used** Triggers when a license's usage is incremented. - Trigger **Machine Activated** Triggers when a machine is activated. - Trigger **Machine Deactivated** Triggers when a machine is deactivated. - Trigger **New Event** Triggers when a new event like a license validation, an activation, or an expiration occurs. - Trigger **Password Reset** Triggers when a user requests a password reset. - Trigger **Release Created** Triggers when a new release is created. - Trigger **Release Published** Triggers when a release is published. - Trigger **User Created** Triggers when a new user is created. - Action **Activate Machine** Activates a new machine for a license using a known fingerprint. - Action **Add Release** creates a new release (version, channel, product relationship) for a product; fires the release.created webhook event. - Action **Checkout License** Checks out a license file. - Action **Checkout Machine** Checks out a machine file. - Action **Create License** Creates a new license according to a policy. - Action **Create Policy** Creates a license policy for a Keygen product. - Action **Create Product** Creates a product in Keygen. - Action **Create Release** /releases with version, channel and product relationship (status DRAFT): creates a draft release for a product, which Publish Release can then publish. - Action **Create Token** Creates a new API token for a license. - Action **Create User** Creates a new user. - Action **Deactivate Machine** deactivates (deletes) a machine, firing machine.deleted. - Action **Delete License** Permanently deletes a license. - Action **Find License** Finds an existing license by its license key or Keygen ID. - Action **Find User** Finds an existing user by their email address or Keygen ID. - Action **Get Token** Retrieves a single API token by its id, returning its kind, name, expiry and permissions. - Action **Increment License Usage** /v1/accounts/{account}/licenses/{id}/actions/increment-usage with optional body {"meta":{"increment":N}} — increments the license's uses count (fires license.usage.incremented). - Action **List Entitlements** Lists a license's entitlements by license key or license ID. - Action **List Policies** Lists the policies in the Keygen account. - Action **Publish Release** moves a draft release to PUBLISHED status; fires the release.published webhook event. - Action **Reinstate License** Reinstates a suspended license. - Action **Renew License** Renews a license by extending its expiration date. - Action **Request Password Reset** /v1/accounts/{account}/passwords with meta.email (and meta.deliver=false) — the Forgot Password call; issues a reset token for the user and fires the user.password-reset webhook event. - Action **Reset License Usage** Resets a license's usage counter. - Action **Suspend License** Suspends a license. - Action **Transfer License** Transfer an existing license to a different policy. - Action **Update License** Updates a license. - Action **Update Machine** Updates a machine. - Action **Update User** Updates a user. - 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 - [ **Keygen** Keygen is a key generation service that makes it easy for businesses to license and distribute their software.](https://apiant.ai/connections/keygen) - [ **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 Keygen - [ **Keygen to Lexware Office** Lexware Office is a cloud app for german accounting.](https://apiant.ai/connect/keygen-to-lexware-office) - [ **Keygen to Sendr** Sendr is a personalized outreach platform that helps sales teams enrich data, clean leads, and create...](https://apiant.ai/connect/keygen-to-sendr) - [ **Keygen to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/keygen-to-salesforce) - [ **Keygen to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/keygen-to-slack) - [ **Keygen to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/keygen-to-mailchimp) - [ **Keygen to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/keygen-to-stripe) ## 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 ## Keygen and Wealthbox CRM, answered ### ### What can start an automation from Keygen? Any of Keygen's 13 triggers in the catalog, including License Created, New Event, Release Created and User 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 Keygen? 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 Keygen? Yes. When something happens in Wealthbox CRM, your agent can act in Keygen too. This page covers both directions: Wealthbox CRM's triggers and Keygen's actions are listed here as well. ### ### Do I have to build a connector for Keygen 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 Keygen 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.