--- title: "Connect LaunchDarkly and Wealthbox CRM - APIANT.ai" description: "When \"Access Token Event\" fires in LaunchDarkly, your agent runs \"Find Contact\" in Wealthbox CRM." canonical: "https://apiant.ai/connect/launchdarkly-to-wealthbox-crm" --- # Connect LaunchDarkly and Wealthbox CRM When **Access Token Event** fires in [LaunchDarkly](https://apiant.ai/connections/launchdarkly), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Create a project** in LaunchDarkly. Describe the whole flow and it is built, tested on every scenario and kept running. LaunchDarkly **11** triggers LaunchDarkly **39** 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 LaunchDarkly 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 LaunchDarkly and Wealthbox CRM can do together ### From LaunchDarkly to Wealthbox CRM - When **Access Token Event** in LaunchDarkly then **Find Contact** in Wealthbox CRM - When **Code Reference Repository Event** in LaunchDarkly then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to LaunchDarkly - When **New Comment** in Wealthbox CRM then **Create a project** in LaunchDarkly - When **New Contact** in Wealthbox CRM then **Create a feature flag** in LaunchDarkly 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 LaunchDarkly and Wealthbox CRM ## Triggers and actions 20 triggers · 51 actions - Trigger **Access Token Event** Triggers when access token activity happens on your LaunchDarkly account. - Trigger **Code Reference Repository Event** Triggers when code reference repository activity happens on your LaunchDarkly account. - Trigger **Flag Event** Triggers when flag activity happens on your LaunchDarkly account. - Trigger **Integration Event** Triggers when integration activity happens on your LaunchDarkly account. - Trigger **Member Event** Triggers when member activity happens on your LaunchDarkly account. - Trigger **Relay Proxy Configuration Event** Triggers when relay proxy configuration activity happens on your LaunchDarkly account. - Trigger **Role Event** Triggers when role activity happens on your LaunchDarkly account. - Trigger **Segment Event** Triggers when segment activity happens on your LaunchDarkly account. - Trigger **Service Token Event** Triggers when service token activity happens on your LaunchDarkly account. - Trigger **Team Event** Triggers when team activity happens on your LaunchDarkly account. - Trigger **User Event** Triggers when user activity happens on your LaunchDarkly account. - Action **Add or Remove User Targets From a Feature Flag** Adds people to, or removes them from, the individual targeting list for one variation of a feature flag in a chosen environment. - Action **Create a feature flag** Creates a new feature flag in a LaunchDarkly project, either a plain on/off flag or one with your own list of variations. - Action **Create a metric** Creates a metric in a LaunchDarkly project so you can measure the effect of a flag or experiment - a custom event, a click, a page view, or a trace. - Action **Create an access token** Creates a LaunchDarkly API access token with the access level you choose. The full token value is returned only on this call, so save it right away. - Action **Create an environment** Adds a new environment to a LaunchDarkly project, so flags can be configured separately for it. Returns the environment's SDK keys. - Action **Create a project** Creates a new LaunchDarkly project, optionally with its own environments and flag-naming rules. - Action **Create a segment** Creates a segment in one environment of a LaunchDarkly project, so you can target a named group of people with your flags. - Action **Delete environment** Deletes an environment from a LaunchDarkly project, along with all the flag settings it held. - Action **Delete feature flag** Permanently deletes a feature flag from a LaunchDarkly project, in every environment. - Action **Delete metric** Deletes a metric from a LaunchDarkly project. - Action **Delete project** Deletes a LaunchDarkly project and everything inside it - all of its environments, flags and segments. - Action **Delete segment** Deletes a segment from one environment of a LaunchDarkly project. - Action **Evaluate a Feature Flag** Works out which variation of each feature flag a particular person (or other context) would be served in one environment, and why. - Action **Get access token** Returns one LaunchDarkly access token by its id, including its name, role, and when it was last used. - Action **Get custom role** Returns one LaunchDarkly custom role by its key, including its name, description, and policy statements. - Action **Get environment** Returns one environment in a LaunchDarkly project, including its keys, colour, and default flag settings. - Action **Get feature flag** Returns one feature flag in a LaunchDarkly project, including its variations, tags, and per-environment settings. - Action **Get metric** Returns one metric in a LaunchDarkly project, including how it is measured and which events it counts. - Action **Get project** Returns one LaunchDarkly project by its key, including its name, tags, and default settings. - Action **Get segment** Returns one segment in a LaunchDarkly project environment, including its included and excluded contexts and its rules. - Action **Get team** Returns one LaunchDarkly team by its key, including its name, description, and how many members and roles it has. - Action **List access tokens** Returns the access tokens in your LaunchDarkly account. - Action **List custom roles** Returns the custom roles in your LaunchDarkly account. - Action **List environments** Returns the environments in one LaunchDarkly project. - Action **List feature flags** Returns the feature flags in one LaunchDarkly project. - Action **List metrics** Returns the metrics in one LaunchDarkly project. - Action **List projects** Returns the projects in your LaunchDarkly account. - Action **List segments** Returns the segments in one LaunchDarkly project environment. - Action **List teams** Returns the teams in your LaunchDarkly account. - Action **List users** Returns the end users LaunchDarkly has seen in one project environment. Built on the contexts API, which replaced the retired users API. - Action **Search contexts** Searches the contexts LaunchDarkly has seen in one project environment using a filter expression. - Action **Toggle a Feature Flag** Turns a LaunchDarkly feature flag on or off in one environment. - Action **Update a Feature Flag With JSON** Updates a LaunchDarkly feature flag by sending your own semantic patch instructions as JSON, for changes the ready-made actions do not cover. - Action **Update custom role** Updates a LaunchDarkly custom role — its name, description, base permissions, or policy statements. Fields you leave blank are not changed. - Action **Update environment** Updates an environment in a LaunchDarkly project — its name, colour, cache time, or confirmation settings. Fields you leave blank are not changed. - Action **Update metric** Updates a metric in a LaunchDarkly project — its name, description, tags, or unit. Fields you leave blank are not changed. - Action **Update project** Updates a LaunchDarkly project — its name, tags, or default flag settings. Fields you leave blank are not changed. - Action **Update segment** Updates a segment in a LaunchDarkly project environment — its name, description, tags, or the contexts it includes and excludes. Fields you leave blank are not changed. - Action **Update team** Updates a LaunchDarkly team — its name, description, members, or custom roles. Fields you leave blank are not changed. - 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 - [ **LaunchDarkly** LaunchDarkly allows you to innovate faster, deploy fearlessly, and make each release a masterpiece.](https://apiant.ai/connections/launchdarkly) - [ **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 LaunchDarkly - [ **LaunchDarkly to Ontraport** Ontraport is an all-in-one CRM, marketing automation, and e-commerce platform.](https://apiant.ai/connect/launchdarkly-to-ontraport) - [ **LaunchDarkly to OpenRouter** OpenRouter is a unified interface to AI models.](https://apiant.ai/connect/launchdarkly-to-openrouter) - [ **LaunchDarkly to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/launchdarkly-to-salesforce) - [ **LaunchDarkly to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/launchdarkly-to-slack) - [ **LaunchDarkly to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/launchdarkly-to-mailchimp) - [ **LaunchDarkly to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/launchdarkly-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 ## LaunchDarkly and Wealthbox CRM, answered ### ### What can start an automation from LaunchDarkly? Any of LaunchDarkly's 11 triggers in the catalog, including Access Token Event, Code Reference Repository Event, Flag Event and Integration Event. 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 LaunchDarkly? 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 LaunchDarkly? Yes. When something happens in Wealthbox CRM, your agent can act in LaunchDarkly too. This page covers both directions: Wealthbox CRM's triggers and LaunchDarkly's actions are listed here as well. ### ### Do I have to build a connector for LaunchDarkly 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 LaunchDarkly 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.