--- title: "Connect Open Science Framework and Wealthbox CRM - APIANT.ai" description: "When \"New comment\" fires in Open Science Framework, your agent runs \"Find Contact\" in Wealthbox CRM." canonical: "https://apiant.ai/connect/open-science-framework-to-wealthbox-crm" --- # Connect Open Science Framework and Wealthbox CRM When **New comment** fires in [Open Science Framework](https://apiant.ai/connections/open-science-framework), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Get file** in Open Science Framework. Describe the whole flow and it is built, tested on every scenario and kept running. Open Science Framework **3** triggers Open Science Framework **19** 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 Open Science Framework 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 Open Science Framework and Wealthbox CRM can do together ### From Open Science Framework to Wealthbox CRM - When **New comment** in Open Science Framework then **Find Contact** in Wealthbox CRM - When **New preprint** in Open Science Framework then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to Open Science Framework - When **New Comment** in Wealthbox CRM then **Get file** in Open Science Framework - When **New Contact** in Wealthbox CRM then **Get project** in Open Science Framework 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 Open Science Framework and Wealthbox CRM ## Triggers and actions 12 triggers · 31 actions - Trigger **New comment** Polling trigger that fires when a new comment is added to an OSF project. - Trigger **New preprint** Polling trigger that fires when a new OSF preprint is created. - Trigger **New registration** Polling trigger that fires when a new OSF registration is created. - Action **Get collection** Retrieve a single OSF collection. - Action **Get contributor** Retrieve a single contributor on an OSF project. - Action **Get file** Retrieve metadata for a single OSF file. - Action **Get preprint** Retrieve a single OSF preprint. - Action **Get project** Retrieve a single OSF project by id. - Action **Get registration** Retrieve a single OSF registration. - Action **Get resource** Retrieve a single OSF outcome resource. - Action **Get user** Retrieve a single OSF user. - Action **Get wiki page** Retrieve a single OSF wiki page. - Action **List collections** List OSF collections. - Action **List comments** List comments on an OSF project. - Action **List contributors** List the contributors on an OSF project. - Action **List preprints** List OSF preprints. - Action **List project files** List the files stored in an OSF project. - Action **List projects** List OSF projects (nodes) visible to the user. - Action **List registrations** List OSF registrations. - Action **List resources** List OSF outcome resources. - Action **List users** List OSF users. - Action **List wiki pages** List the wiki pages on an OSF project. - 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 - [ **Open Science Framework** The Open Science Framework (OSF) is a repository and archive for research projects — study designs...](https://apiant.ai/connections/open-science-framework) - [ **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 Open Science Framework - [ **Open Science Framework to TrackingTime** Time Tracking app that helps to manage projects, track working times and measure productivity.](https://apiant.ai/connect/open-science-framework-to-trackingtime) - [ **Open Science Framework to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/open-science-framework-to-salesforce) - [ **Open Science Framework to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/open-science-framework-to-slack) - [ **Open Science Framework to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/open-science-framework-to-google-sheets) - [ **Open Science Framework to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/open-science-framework-to-stripe) - [ **Open Science Framework to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/open-science-framework-to-shopify) ## 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 ## Open Science Framework and Wealthbox CRM, answered ### ### What can start an automation from Open Science Framework? Any of Open Science Framework's 3 triggers in the catalog, including New comment, New preprint and New registration. 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 Open Science Framework? 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 Open Science Framework? Yes. When something happens in Wealthbox CRM, your agent can act in Open Science Framework too. This page covers both directions: Wealthbox CRM's triggers and Open Science Framework's actions are listed here as well. ### ### Do I have to build a connector for Open Science Framework 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 Open Science Framework 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.