Integration
Connect Mindstamp and Wealthbox CRM
When New Interaction fires in Mindstamp, your agent runs Create Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Add videos to a group in Mindstamp. 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 Mindstamp 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 Mindstamp and Wealthbox CRM can do together
From Mindstamp to Wealthbox CRM
When New Interaction in Mindstamp
then Create Contact in Wealthbox CRM
From Wealthbox CRM to Mindstamp
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 Mindstamp and Wealthbox CRM
Triggers and actions 12 triggers · 98 actions
- New Interaction
Triggers when a viewer makes a new interaction with one of your videos.
- New Lead
Triggers when a viewer becomes a new lead by submitting their name, email, phone or custom ID in one of your videos.
- New View
Triggers when a new view of one of your videos takes place.
- Add videos to a group
Add videos to a specified group by providing a comma-separated list of video tokens or IDs (e.g., ?videos=aAZdX124,ac8a6df7-5dd1-4e34-97f6-cdb54efc59a5)
- Add videos to a series
Add videos to a specified series by providing a comma-separated list of video tokens or IDs (e.g., ?videos=aAZdX124,ac8a6df7-5dd1-4e34-97f6-cdb54efc59a5)
- Attach a certificate to a video
Attach a certificate design to a video with the rules for this video. The response has the click_action and click_value that give the certificate from a button, a hotspot, or a question answer. Set end_screen to give it on the end screen. A design ca
- Cancel a dub job
Cancel a queued or processing dub job.
- Create a new Access List
Create a new Access List for your organization. Provide a name, description, and entries in the format for email---name---passcode (e.g., ?name=My List,description=My new access list,entries=john.doe@email.com---John---pa$$,jane.doe@email.com---Jane-
- Create a new Access List Entry
Create a new Access List Entry for a specified Access List.
- Create or start a video transcript
Start transcript creation for a video, or return the existing transcript job when one already exists.
- Delete a captions file
Remove captions by ID
- Delete an asset
Remove the asset from the library, the same as delete on the Assets page. Interactions that already use it keep working.
- Delete an interaction
Delete an existing API-created annotation except questions.
- Delete a question
Delete an existing question interaction. Use the id returned by the question create endpoint.
- Delete a Video
Soft-delete an existing video immediately and enqueue background cleanup. The endpoint is idempotent; deleting an already-deleted video returns the same success response.
- Get account design
Return the organization owner account-level design. API tokens always resolve account design through the organization owner.
- Get a certificate
Get a certificate
- Get admin-created annotations for a single video
Returns admin-created annotations such as buttons, questions, images, hotspots, and text. Does not include viewer interactions.
- Get a dub job
Return current job status, language track status, progress, billing details, and errors.
- Get a list of Access Lists
Return details pertaining to the Access Lists of the current user's organization.
- Get a list of groups
Return details pertaining to all groups associated with your account/organization.
- Get a list of Personalized Links
Return details pertaining to the Personalized Links of the current user.
- Get a list of series
Return details pertaining to all series associated with your account/organization.
- Get a list of videos
Return details pertaining to all videos associated with your account/organization.
- Get a list of viewers
Return details pertaining to all viewers associated with your account/organization.
- Get a list of views
Return details pertaining to all views associated with your account/organization.
- Get all interactions
Return details pertaining to all interactions associated with your account/organization.
- Get all views for a single viewer
Return view details pertaining to a specific viewer associated with a viewer ID.
- Get an asset
Get an asset
- Get a new upload ticket
Issue fresh TUS credentials for a video that is still waiting for its file, for example after the first ticket expired during a long transfer. The ticket points at the same upload slot, so a TUS client can resume. Answers 409 once bytes have arrived,
- Get an issued certificate
Get an issued certificate
- Get API status
Return a simple API status message. This endpoint does not require authentication.
- Get a single Access List
Return details pertaining to a specific Access List associated with an Access List ID.
- Get a single Captions object
Get a captions object by ID
- Get a single group
Return details pertaining to a specific group associated with a group ID.
- Get a single interaction
Return details pertaining to a specific interaction associated with an ID.
- Get a single Personalized Link
Return details pertaining to a specific Personalized Link associated with a Personalized Link ID.
- Get a single series
Return details pertaining to a specific series associated with a series ID.
- Get a single video
Return details pertaining to a specific video associated with a video ID.
- Get a single view
Return details pertaining to a specific view associated with a view ID.
- Get a single viewer
Return details pertaining to a specific viewer associated with a viewer ID.
- Get current user
Return the authenticated user and organization name.
- Get insights
Return insights for a specified video, series, group, or tag
- Get insights for a single video
Return insights for a specific video ID or token.
- Get interactions for a single view
Return details pertaining to all interactions associated with a view ID.
- Get interactions for a single viewer
Return interaction details pertaining to a specific viewer associated with a viewer ID.
- Get media status
Media state for a video. For file uploads each call refreshes the state from the media service and stores the duration once the file is ready. Poll this after a TUS upload until state is ready. A URL video reports ready at once.
- Get monthly view summary
Return per-video view counts for the current month.
- Get the branches for a single video
Return videos that this video branches to.
- Get the captions for a video
See all captions currently available for a video
- Get the chapters for a single video
Return details pertaining to all chapters associated with a video ID.
- Get the interactions for a single group
Return details pertaining to all interactions associated with a group ID.
- Get the interactions for a single series
Return details pertaining to all interactions associated with a series ID.
- Get the interactions for a single video
Return details pertaining to all interactions associated with a video ID.
- Get the responses to a single interaction
Return response details pertaining to a specific interaction associated with an ID.
- Get the videos for a single group
Return details pertaining to all videos associated with a group ID.
- Get the videos for a single series
Return details pertaining to all videos associated with a series ID.
- Get the views for a single group
Return details pertaining to all views associated with a group ID.
- Get the views for a single series
Return details pertaining to all views associated with a series ID.
- Get the views for a single video
Return details pertaining to all views associated with a video ID.
- Get video design
Return the design for a video in your organization.
- Get video settings
Return the fields on the Settings page of a video.
- Get video transcript status
Return the transcript for a video, with timed text in chunks and sentences. Mindstamp creates a transcript automatically for each new MP4 or uploaded file on a paid plan. To get the words in a time window, convert the window to milliseconds and selec
- Get video translation state
Return transcript readiness, published translation languages, and recent dub jobs for a video.
- Get view summary
Return aggregate view, interaction, viewer, and watch-time totals.
- Get weekly view summary
Return per-video view counts for the current week.
- Invite users to a group
Add users to a specified group by providing a comma-separated list of emails
- Invite users to a series
Add users to a specified series by providing a comma-separated list of emails
- List assets
List one kind of asset in the shared library, newest first. These are the same files as the Assets page in the editor.
- List certificates
List the certificate designs in the account library, newest first. These are the same designs as the Certificates page in the editor.
- List issued certificates
List the certificates that viewers earned, newest first.
- List supported translation languages
Return the language codes and variants that can be used for interaction translation and full audio dubbing.
- List the certificates on a video
List the certificates on a video
- Personalize a video
Create a personalized link for a video. Additional query parameters are encoded into the personalized key.
- Quote a video translation job
Return estimated price, quota usage, paid minutes, and languages that are already purchased for the video.
- Remove an Access List Entry
Remove an Access List Entry for a specified Access List.
- Remove the certificate from a video
Same as removing it in the editor. Buttons and answers that point to it stop giving it, and an end screen that gives it changes to none. Issued certificates stay valid.
- Retry a dub job
Retry failed language tracks when possible. If no language track is failed, all tracks are queued again. Already purchased languages are not billed again.
- Retry one failed dub language
Retry one failed language track without restarting successful language tracks.
- Update account design
Update the account design of the organization owner.
- Update an asset
Change the title, tags, or file URL. Send only the fields to change.
- Update an interaction
Update an existing API-created annotation.
- Update a Personalized Link's status
Update a Personalized Link from active to inactive and vice versa.
- Update a question
Update an existing question interaction. Use the id returned by the question create endpoint. Legacy API-created question identifiers are also resolved through the annotation record when available.
- Update a Video
Update an existing video
- Update the certificate on a video
Change the rules. Send only the fields to change.
- Update video design
Update the design of one video in your organization. To use your own font, upload the font files in the editor (Design, Font, Add custom font), or host the files yourself and send font_family with custom_font. Font files on another host must allow cr
- Update video settings
Change fields on the Settings page of a video. Send a JSON body with only the fields to change. The response contains all settings. Design fields, such as guide_transcript, use Update video design.
- 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
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Questions
Mindstamp and Wealthbox CRM, answered
What can start an automation from Mindstamp?
Any of Mindstamp's 3 triggers in the catalog, including New Interaction, New Lead and New View. 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 Mindstamp?
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 Mindstamp?
Yes. When something happens in Wealthbox CRM, your agent can act in Mindstamp too. This page covers both directions: Wealthbox CRM's triggers and Mindstamp's actions are listed here as well.
Do I have to build a connector for Mindstamp 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 Mindstamp 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.