--- title: "Connect Oracle Database and Wealthbox CRM - APIANT.ai" description: "When \"New Column\" fires in Oracle Database, your agent runs \"Find Contact\" in Wealthbox CRM." canonical: "https://apiant.ai/connect/oracle-database-to-wealthbox-crm" --- # Connect Oracle Database and Wealthbox CRM When **New Column** fires in [Oracle Database](https://apiant.ai/connections/oracle-database), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Add Row** in Oracle Database. Describe the whole flow and it is built, tested on every scenario and kept running. Oracle Database **5** triggers Oracle Database **7** 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 Oracle Database 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 Oracle Database and Wealthbox CRM can do together ### From Oracle Database to Wealthbox CRM - When **New Column** in Oracle Database then **Find Contact** in Wealthbox CRM - When **New or Updated Row** in Oracle Database then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to Oracle Database - When **New Comment** in Wealthbox CRM then **Add Row** in Oracle Database - When **New Contact** in Wealthbox CRM then **Update Row** in Oracle Database 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 Oracle Database and Wealthbox CRM ## Triggers and actions 14 triggers · 19 actions - Trigger **New Column** Fires when a new column appears on an Oracle table you choose. - Trigger **New or Updated Row** Triggers when a new row is added or modified. - Trigger **New or Updated Row (Custom Query)** Fires for each new or changed row returned by a SELECT statement you write against the connected Oracle database. - Trigger **New Row** Triggers when you add a new row. - Trigger **New Table** Fires when a new table appears in the connected Oracle user's own schema. - Action **Add Row** Add one row to a table on the connected Oracle database. - Action **Delete Row** Delete the rows in a table whose chosen column equals a value. - Action **Find Row** Find the first row in a table whose chosen column matches a value. - Action **Find Rows via Custom Query** Runs a SELECT statement you write against the connected Oracle database and returns every row it matches. - Action **Find Row via Custom Query** Runs a SELECT statement you write against the connected Oracle database and returns the first row it matches. - Action **Run Custom Statement** Runs a statement you write against the connected Oracle database that changes data rather than returning rows, and reports how many rows it changed. - Action **Update Row** Change column values on every row of a table whose chosen column matches a value. - 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 - [ **Oracle Database** Connect directly to an Oracle database and run SQL statements from your automations.](https://apiant.ai/connections/oracle-database) - [ **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 Oracle Database - [ **Oracle Database to Vercel** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/oracle-database-to-vercel) - [ **Oracle Database to Base44** Base44 is a platform that allows non-technical people to build their own Apps using AI.](https://apiant.ai/connect/oracle-database-to-base44) - [ **Oracle Database to It’s AI** It’s AI is an industry-leading AI text detection tool.](https://apiant.ai/connect/oracle-database-to-it-s-ai) - [ **Oracle Database to Mistral AI** Mistral AI is a platform for building, customizing, and deploying advanced AI models and agents for...](https://apiant.ai/connect/oracle-database-to-mistral-ai) - [ **Oracle Database to Padel Snipe** Padel Snipe maintains a mapped directory of padel clubs across nine European countries.](https://apiant.ai/connect/oracle-database-to-padel-snipe) - [ **Oracle Database to Zoo** API for generating and converting 3D CAD models from text prompts](https://apiant.ai/connect/oracle-database-to-zoo) ## 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 ## Oracle Database and Wealthbox CRM, answered ### ### What can start an automation from Oracle Database? Any of Oracle Database's 5 triggers in the catalog, including New Column, New or Updated Row, New or Updated Row (Custom Query) and New Row. 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 Oracle Database? 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 Oracle Database? Yes. When something happens in Wealthbox CRM, your agent can act in Oracle Database too. This page covers both directions: Wealthbox CRM's triggers and Oracle Database's actions are listed here as well. ### ### Do I have to build a connector for Oracle Database 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 Oracle Database 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.