Integration
Connect Request Tracker (RT) and Wealthbox CRM
When Ticket Created fires in Request Tracker (RT), your agent runs Find Contact in Wealthbox CRM, or New Contact in Wealthbox CRM to Create Ticket in Request Tracker (RT). 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 Request Tracker (RT) 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 Request Tracker (RT) and Wealthbox CRM can do together
From Request Tracker (RT) to Wealthbox CRM
When Ticket Created in Request Tracker (RT)
then Find Contact in Wealthbox CRM
From Wealthbox CRM to Request Tracker (RT)
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 Request Tracker (RT) and Wealthbox CRM
Triggers and actions 8 triggers · 28 actions
- Ticket Correspondence
Triggers when a ticket is replied to (that is, corresponded with).
- Ticket Created
Triggers when a new Request Tracker ticket is created.
- Ticket Status Changed
Triggers when a Request Tracker ticket changes status. Can watch for any status change or only for changes to a specific status.
- Add asset
Create an asset.
- Comment on a Ticket
Add an internal comment to a ticket and send to any internal watchers.
- Create Ticket
Create a new ticket in Request Tracker.
- Find Attachment
Locate an attachment by ID.
- Find Ticket
Locate a ticket by ID.
- Find Tickets
Issue a query to find matching tickets.
- Find Transaction
Find a transaction by ID
- Get asset
Retrieves one asset by ID: name, description, status, catalog, owner, held by, contact, custom fields.
- Get queue
Get a queue by id or name.
- Get user
Get a user by id or name.
- List queues
List all queues visible to user.
- List ticket history
List transactions of a ticket.
- Reply to a Ticket
Reply to the requestor and any internal or external watchers of a ticket.
- Update ticket
General ticket update (Owner, Priority, Queue, custom fields).
- Update Ticket Due Date
Update the due date of a ticket.
- Update Ticket Status
Update the status of a ticket.
- Update Ticket Subject
Update the subject of a ticket.
- Update user
Update a user.
- New Contact
Triggers when a new contact is created in Wealthbox.
- New Event
Triggered when a new event is created in Wealthbox.
- New Opportunity
Triggered when a new opportunity is created in Wealthbox.
- New Project
Triggered when a new project 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.
- 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.
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
Request Tracker (RT) and Wealthbox CRM, answered
What can start an automation from Request Tracker (RT)?
Any of Request Tracker (RT)'s 3 triggers in the catalog, including Ticket Created, Ticket Status Changed and Ticket Correspondence. 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 Request Tracker (RT)?
Any of Wealthbox CRM's 10 actions, including Create Household, Add Member to Household, Find Contact and Get contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Wealthbox CRM to Request Tracker (RT)?
Yes. When something happens in Wealthbox CRM, your agent can act in Request Tracker (RT) too. This page covers both directions: Wealthbox CRM's triggers and Request Tracker (RT)'s actions are listed here as well.
Do I have to build a connector for Request Tracker (RT) 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 Request Tracker (RT) 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.