Integration
Connect Looker and Wealthbox CRM
When New Dashboard fires in Looker, your agent runs Create Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Create Credentials - Email in Looker. 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 Looker 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Looker and Wealthbox CRM can do together
From Looker to Wealthbox CRM
When New Dashboard in Looker
then Create Contact in Wealthbox CRM
From Wealthbox CRM to Looker
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 Looker and Wealthbox CRM
Triggers and actions 12 triggers · 32 actions
- New Dashboard
Triggers when a new dashboard is created in Looker.
- New Look
Triggers when a new Look is saved in Looker.
- New User
Triggers when a new user is added to Looker.
- Add Group
Creates a new user group in Looker (admin only).
- Add Role(s) to User
Sets the roles assigned directly to a Looker user, replacing their current direct roles.
- Add Scheduled Plan
Creates a scheduled plan that delivers a Look, dashboard, LookML dashboard or query to one or more destinations on a recurring schedule.
- Add User to Group
Adds a user to a Looker group.
- Create Credentials - Email
Adds an email login to a Looker user.
- Create Render Task
Starts rendering a Look to an image or PDF; use Get Render Task Results with the returned ID once it finishes.
- Create User
Creates a new user in Looker with the given name and details.
- Delete User
Deletes a user from Looker.
- Find User
Finds Looker users matching an email or name.
- Get Dashboard
Returns the full details of a Looker dashboard, including its tiles, filters and layouts.
- Get Look
Returns a saved Look's details, including its title, folder, owner, URLs and the query behind it.
- Get Render Task Results
Returns the image or PDF file produced by a completed render task.
- Get User
Returns a Looker user's details by user ID, including name, email, roles, groups and credentials.
- List Dashboards
Returns all active dashboards in your Looker instance with summary details such as id, title and folder.
- List Groups
Returns the user groups in your Looker instance, optionally filtered by ID or content access.
- List Looks
Returns all active Looks the connected user has access to, with their titles, folders and owners.
- Run Look
Runs a saved Look and returns its result rows.
- Send Password Reset or Account Setup Email
Sends a Looker user a password reset email, or an account setup email if they have not set up their account yet.
- Update User
Updates a Looker user's name, home folder, locale or disabled status, and returns the updated user.
- 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 Contact
Creates a new contact in Wealthbox CRM, including a person, household, organization or trust, and returns the created contact record.
- 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
Looker and Wealthbox CRM, answered
What can start an automation from Looker?
Any of Looker's 3 triggers in the catalog, including New Dashboard, New Look and New User. 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 Looker?
Any of Wealthbox CRM's 13 actions, including Create Contact, Create Household, Create Project and Update project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Wealthbox CRM to Looker?
Yes. When something happens in Wealthbox CRM, your agent can act in Looker too. This page covers both directions: Wealthbox CRM's triggers and Looker's actions are listed here as well.
Do I have to build a connector for Looker 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 Looker 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.