Integration
Connect LoginRadius and Wealthbox CRM
When New Email Added fires in LoginRadius, your agent runs Find Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Login with email in LoginRadius. 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 LoginRadius 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 LoginRadius and Wealthbox CRM can do together
From LoginRadius to Wealthbox CRM
When New Email Added in LoginRadius
then Find Contact in Wealthbox CRM
From Wealthbox CRM to LoginRadius
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 LoginRadius and Wealthbox CRM
Triggers and actions 20 triggers · 21 actions
- Account Blocked
Triggers when a customer is blocked.
- Account Delete
Triggers when an account is deleted.
- Email Verified
Triggers when a customer completes Email Verification.
- New Email Added
Triggers when a customer adds a new Email.
- New Registration
Triggers when a customer registers.
- Password Changed
Triggers when a customer changes their password.
- Password Reset
Triggers when a customer resets their password.
- Password Set
Triggers when the password is set on an account.
- Roles Assigned
Triggers when roles are assigned to a customer.
- Roles Unassigned
Triggers when roles are unassigned from a customer.
- UserName Set
Triggers when a UserName is set on an account.
- Add account
Register a new standard identity user account by email and password (Auth User Registration by Email).
- Delete account
Deletes a LoginRadius customer account by its UID.
- Get account
Retrieves the full profile of a LoginRadius user account by its UID.
- Login with email
Authenticates a user with their email and password and returns an access token plus the user's profile.
- Login with username
Signs a user in with their username and password and returns an access token plus their profile.
- Remove email
Removes an email address from a LoginRadius user account, identified by the account's UID.
- Resend verification email
Resends the verification email to a user so they can confirm their email address.
- Update account
Updates an existing LoginRadius account's profile by its UID.
- Verify email
Verifies a user's email address using the verification token LoginRadius sent in the verification email. Returns the user's profile when auto login after email verification is enabled in the Admin Console.
- 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
LoginRadius and Wealthbox CRM, answered
What can start an automation from LoginRadius?
Any of LoginRadius's 11 triggers in the catalog, including New Email Added, New Registration, Password Changed and Account Blocked. 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 LoginRadius?
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 LoginRadius?
Yes. When something happens in Wealthbox CRM, your agent can act in LoginRadius too. This page covers both directions: Wealthbox CRM's triggers and LoginRadius's actions are listed here as well.
Do I have to build a connector for LoginRadius 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 LoginRadius 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.