--- title: "Connect Microsoft Entra ID and Wealthbox CRM - APIANT.ai" description: "When \"New Group\" fires in Microsoft Entra ID, your agent runs \"Find Contact\" in Wealthbox CRM." canonical: "https://apiant.ai/connect/microsoft-entra-id-to-wealthbox-crm" --- # Connect Microsoft Entra ID and Wealthbox CRM When **New Group** fires in [Microsoft Entra ID](https://apiant.ai/connections/microsoft-entra-id), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Add User to Group** in Microsoft Entra ID. Describe the whole flow and it is built, tested on every scenario and kept running. Microsoft Entra ID **2** triggers Microsoft Entra ID **14** 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 Microsoft Entra ID 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 Microsoft Entra ID and Wealthbox CRM can do together ### From Microsoft Entra ID to Wealthbox CRM - When **New Group** in Microsoft Entra ID then **Find Contact** in Wealthbox CRM - When **New User** in Microsoft Entra ID then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to Microsoft Entra ID - When **New Comment** in Wealthbox CRM then **Add User to Group** in Microsoft Entra ID - When **New Contact** in Wealthbox CRM then **Create User** in Microsoft Entra ID 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 Microsoft Entra ID and Wealthbox CRM ## Triggers and actions 11 triggers · 26 actions - Trigger **New Group** Triggers when a new group is created in your Microsoft Entra ID directory. - Trigger **New User** Triggers when a new user is created in your Microsoft Entra ID directory. - Action **Add User to Group** Adds a user as a member of a group in your Microsoft Entra ID directory. - Action **Create Group** Creates a new security group or Microsoft 365 group in your Microsoft Entra ID directory. - Action **Create User** Creates a new user in your Microsoft Entra ID directory with a starting password. - Action **Delete Group** Deletes a group from your Microsoft Entra ID directory. - Action **Delete User** Deletes a user from your Microsoft Entra ID directory. Deleted users can be restored for 30 days. - Action **Disable User** Disables an existing user's account so they can no longer sign in. The user and their data are kept. - Action **Find Group** Returns the groups whose name matches the name you give, either exactly or by how it starts, plus the first match on its own. - Action **Find User** Finds a user in your Microsoft Entra ID directory whose email address or sign-in name matches the one you give. Returns nothing when no user matches. - Action **Get Group** Fetches a group by ID. An error occurs if the group is not found. - Action **Get User** Returns a user's profile from your Microsoft Entra ID directory by object ID or sign-in name. - Action **List Group Members** Returns all direct members of a group: users, nested groups, devices and service principals. - Action **Remove User from Group** Removes a user from a group in your Microsoft Entra ID directory. - Action **Update Group** Updates the name, description or settings of a group in your Microsoft Entra ID directory. Fields left blank are not changed. - Action **Update User** Updates the profile details of an existing user in your Microsoft Entra ID directory. Fields left 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 - [ **Microsoft Entra ID** Microsoft Entra ID is a cloud-based identity and access management service that lets employees access...](https://apiant.ai/connections/microsoft-entra-id) - [ **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 Microsoft Entra ID - [ **Microsoft Entra ID to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/microsoft-entra-id-to-salesforce) - [ **Microsoft Entra ID to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/microsoft-entra-id-to-slack) - [ **Microsoft Entra ID to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/microsoft-entra-id-to-stripe) - [ **Microsoft Entra ID to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/microsoft-entra-id-to-shopify) - [ **Microsoft Entra ID to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/microsoft-entra-id-to-quickbooks-online) - [ **Microsoft Entra ID to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/microsoft-entra-id-to-pipedrive) ## 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 ## Microsoft Entra ID and Wealthbox CRM, answered ### ### What can start an automation from Microsoft Entra ID? Any of Microsoft Entra ID's 2 triggers in the catalog, including New Group 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 Microsoft Entra ID? 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 Microsoft Entra ID? Yes. When something happens in Wealthbox CRM, your agent can act in Microsoft Entra ID too. This page covers both directions: Wealthbox CRM's triggers and Microsoft Entra ID's actions are listed here as well. ### ### Do I have to build a connector for Microsoft Entra ID 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 Microsoft Entra ID 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.