Integration
Connect Stripe and Wealthbox CRM
When New Charge fires in Stripe, your agent runs Find Contact in Wealthbox CRM, or New Contact in Wealthbox CRM to Create Customer in Stripe. 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 Stripe 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 Stripe and Wealthbox CRM can do together
From Stripe to Wealthbox CRM
When New Charge in Stripe
then Find Contact in Wealthbox CRM
From Wealthbox CRM to Stripe
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 Stripe and Wealthbox CRM
Triggers and actions 16 triggers · 31 actions
- New Charge
Triggers when a new charge is created.
- New Charge (instant)
Fires instantly when a charge succeeds in Stripe, via a self-registered webhook (charge.succeeded). The platform registers/deletes the Stripe webhook endpoint automatically at automation activation/deactivation. Payload binds as {{ trigger.body.* }}.
- New Customer
Triggers when a new customer is created.
- New Event
Triggers when a new Stripe event is created (covers all event types via the Events API).
- New Invoice
Triggers when a new invoice is created.
- New paid and available charge
Triggered when a new paid and available charge is created.
- New paid charge
Triggered when a new paid charge is created.
- New plan
Triggered when a new plan is created.
- New Product
Triggers when a new product is created.
- New Refund
Triggers when a new refund is created.
- New Subscription
Triggers when a new subscription is created.
- Cancel Subscription
Cancels a subscription by its ID.
- Create Charge
Creates a charge. Amount is in the smallest currency unit (e.g. cents).
- Create charges (bulk charge creation)
Creates a charge in Stripe.
- Create Customer
Creates a new customer in Stripe.
- Create Payment Intent
Creates a PaymentIntent (the modern Stripe payment flow). Amount is in the smallest currency unit.
- Create Price
Creates a price for a product. unit_amount is in the smallest currency unit.
- Create Product
Creates a product (a good or service) in Stripe.
- Create Refund
Refunds a charge or payment intent. Provide charge or payment_intent; amount optional for partial refund.
- Create refund by charge id (distinct from Create Refund)
Creates a refund for a specific charge id.
- Create Subscription
Creates a subscription for a customer to one or more prices.
- Delete Customer
Permanently deletes a customer by ID.
- Find Customer by Email
Searches for customers matching an email address.
- Get Charge
Retrieves a charge by its ID.
- Get charge details (distinct from Get Charge)
Retrieves a charge's details by its charge id.
- Get Customer
Retrieves a customer by their Stripe ID.
- Get Invoice
Retrieves an invoice by its ID.
- Get Refund
Retrieves a refund by its ID.
- Get Subscription
Retrieves a subscription by its ID.
- Get transaction details
Retrieves a transaction's details by its transaction id.
- List balance transactions
List balance transactions (txn_xxx) for the account, most recent first.
- Update Customer
Updates an existing customer by ID.
- 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
Stripe and Wealthbox CRM, answered
What can start an automation from Stripe?
Any of Stripe's 11 triggers in the catalog, including New Charge, New Charge (instant), New Customer and New Event. 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 Stripe?
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 Stripe?
Yes. When something happens in Wealthbox CRM, your agent can act in Stripe too. This page covers both directions: Wealthbox CRM's triggers and Stripe's actions are listed here as well.
Do I have to build a connector for Stripe 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 Stripe 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.