Integration
Connect NOAN and Wealthbox CRM
When Created or Updated Asset fires in NOAN, your agent runs Create Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Add task comment in NOAN. 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 NOAN 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 NOAN and Wealthbox CRM can do together
From NOAN to Wealthbox CRM
When Created or Updated Asset in NOAN
then Create Contact in Wealthbox CRM
From Wealthbox CRM to NOAN
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 NOAN and Wealthbox CRM
Triggers and actions 12 triggers · 34 actions
- Created or Updated Asset
Triggers when an asset is created or a new version of it is saved.
- New Contact
Triggers when a new contact is added to your NOAN network.
- New Task
Triggers when a new task is added to your NOAN board.
- Add asset
Creates a new content asset with its first version, optionally recording the prompt that produced it and attaching tags.
- Add Memo to Contact
Adds a memo to an existing contact.
- Add stack
Creates a new custom stack in NOAN with one or more blocks (topics) inside it.
- Add tag
Creates a tag with usage instructions in NOAN, or returns the existing tag if one with the same name already exists.
- Add task comment
Adds a comment to a task, such as a progress update, question or handoff note.
- Create Block Fact Entry
Writes a new version of a block's fact; the previous version is kept in history.
- Create Contact
Creates a contact in your NOAN network.
- Create Note
Creates a note in your NOAN project.
- Create Task
Creates a task on your NOAN board.
- Find Block
Finds knowledge blocks by title or slug.
- Find Contact
Finds contacts in your NOAN network by name or email.
- Get Contact
Returns one contact by its ID.
- List assets
Returns the content assets stored in NOAN, optionally filtered by tag and sorted by creation or update time.
- List Facts
Returns the current verified facts, optionally for one block.
- List insights
Returns issues NOAN found in your fact layer, such as overlapping facts, unconnected facts and missing business topics, each with a suggested fix.
- List notes
Returns the free-standing notes in your NOAN project, such as meeting summaries and research findings.
- List stacks
Returns the stacks in your NOAN project along with the blocks each one contains, optionally filtered by slug, title, custom-only or in-use-only.
- List tags
Returns all tags in the NOAN project, including each tag's usage instructions for when it should be applied.
- List tasks
Returns the tasks on the NOAN board, optionally filtered by completion, status, tag or external ID.
- Update Contact
Updates an existing contact's details. Only the fields you fill in are changed.
- Update Task
Updates a task's title, details, due date or status.
- 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
NOAN and Wealthbox CRM, answered
What can start an automation from NOAN?
Any of NOAN's 3 triggers in the catalog, including Created or Updated Asset, New Contact and New Task. 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 NOAN?
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 NOAN?
Yes. When something happens in Wealthbox CRM, your agent can act in NOAN too. This page covers both directions: Wealthbox CRM's triggers and NOAN's actions are listed here as well.
Do I have to build a connector for NOAN 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 NOAN 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.