Integration
Connect Wealthbox CRM to Anthropic
When New Contact fires in Wealthbox CRM, your agent runs Create message batch in Anthropic. 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 Wealthbox CRM and Anthropic 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 Wealthbox CRM can start in Anthropic
When New Contact in Wealthbox CRM
then Create message batch in Anthropic
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 Wealthbox CRM and Anthropic
Triggers and actions 5 triggers · 19 actions
- 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.
- Anthropic agent message
Runs one AI agent turn on Anthropic and returns the model's reply. The turn is billed to the Anthropic account connected on this step, and the agent can call the account's AI tool automations.
- Cancel message batch
Cancel a Message Batch that is still processing.
- Count tokens in a message
Count the number of input tokens a Messages API request would use, without creating the message.
- Create message batch
Submit a batch of Messages API requests for asynchronous processing.
- Get message batch
Retrieve the status and request counts of a Message Batch by id.
- Get model
Retrieve details for a specific Claude model by id.
- List message batches
List Message Batches in the workspace, most recently created first.
- List models
List the available Claude models, most recently released first.
- Send model a message
Send a message to a Claude model and return its response. Supports the full Messages API: model, system prompt, multi-turn messages, max_tokens, tools, and adaptive thinking.
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
Wealthbox CRM and Anthropic, answered
What can start an automation from Wealthbox CRM?
Any of Wealthbox CRM's 5 triggers in the catalog, including New Contact, New Event, New Opportunity and New Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Anthropic when something happens in Wealthbox CRM?
Any of Anthropic's 9 actions, including Create message batch, Send model a message, Anthropic agent message and Count tokens in a message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Anthropic to Wealthbox CRM?
Anthropic has no triggers in the catalog today, so automations start in Wealthbox CRM. If you need the other direction, ask: your agent reads Anthropic's API documentation and adds it.
Do I have to build a connector for Wealthbox CRM or Anthropic?
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 Wealthbox CRM and Anthropic 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.