Integration
Connect Mural and Wealthbox CRM
When New Mural fires in Mural, your agent runs Find Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Add comment in Mural. 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 Mural 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 Mural and Wealthbox CRM can do together
From Mural to Wealthbox CRM
When New Mural in Mural
then Find Contact in Wealthbox CRM
From Wealthbox CRM to Mural
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 Mural and Wealthbox CRM
Triggers and actions 11 triggers · 40 actions
- New Mural
Triggers when a new mural is created in the selected workspace.
- New Room
Triggers when a new room is created in a Mural workspace.
- Add area
Creates an area widget on a mural, with optional title, size, position, layout and style.
- Add comment
Adds a comment to a mural at a given position, optionally attached to a widget.
- Add folder
Creates a new folder in a Mural room, optionally nested inside an existing folder.
- Add room
Creates a room in a Mural workspace you have write access to.
- Add shape
Creates a shape widget (such as a rectangle or ellipse) on a mural.
- Add tag
Creates a tag in a mural, optionally applying it to widgets. Tag text is limited to 25 characters.
- Add text box
Creates a text box widget on a mural.
- Create Mural
Creates a new mural in a room you own, with an optional title, folder, size and background color.
- Create Sticky
Creates a sticky note on a mural, with optional text, position, size, shape, style and tags.
- Delete mural
Deletes a mural that the connected user owns.
- Delete room
Deletes a room that you own in Mural.
- Delete widget
Deletes a widget (sticky note, shape, text box, etc.) and its content from a mural.
- Duplicate mural
Creates a copy of an existing mural in the room (and optional folder) you choose, with a new title.
- Find murals by title
Searches a workspace for murals whose titles match the text you provide and returns the matching murals.
- Get current user
Returns the profile of the Mural user the connected account belongs to.
- Get mural
Returns the details of a single mural you have access to.
- Get room
Returns the details of a single Mural room, such as its name, type and workspace.
- Get workspace
Returns the details of a Mural workspace you have read access to.
- Invite users to mural
Invites people to a mural by email address or username. Invitees are notified by email; people invited by username are added to the mural immediately.
- List folders
Returns the folders in a Mural room that you have access to.
- List murals
Returns the murals you own or are a member of in a workspace, optionally filtered by status.
- List rooms
Returns the rooms in a Mural workspace that you have access to.
- List tags
Returns the tags defined in a mural.
- List widgets
Returns the widgets (sticky notes, shapes, text boxes, areas and more) on a mural, optionally filtered by widget type or parent widget. Drawings are not included.
- List workspaces
Returns all workspaces the connected Mural user is a member of.
- Update mural
Updates a mural's title, status, size, colors, folder and permission settings. Leave a field blank to keep its current value.
- Update room
Updates the name, description, visibility or favorite status of a Mural room.
- Update sticky note
Updates the text, position, size, style or other properties of an existing sticky note on a mural.
- 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
Mural and Wealthbox CRM, answered
What can start an automation from Mural?
Any of Mural's 2 triggers in the catalog, including New Mural and New Room. 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 Mural?
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 Mural?
Yes. When something happens in Wealthbox CRM, your agent can act in Mural too. This page covers both directions: Wealthbox CRM's triggers and Mural's actions are listed here as well.
Do I have to build a connector for Mural 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 Mural 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.