Integration
Connect Wealthbox CRM to Coinlore
When New Comment fires in Wealthbox CRM, your agent runs Find top movers in Coinlore. 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 Coinlore 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 Coinlore
When New Comment in Wealthbox CRM
then Find top movers in Coinlore
When New Contact in Wealthbox CRM
then Get coin info in Coinlore
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 Coinlore
Triggers and actions 9 triggers · 23 actions
Trigger
New CommentTriggers when a new comment is added to a record in Wealthbox, such as a contact or task.
Trigger
New ContactTriggers when a new contact is created in Wealthbox.
Trigger
New EventTriggered when a new event is created in Wealthbox.
Trigger
New NoteTriggers when a new note is created in Wealthbox, returning the note's content, linked records and tags.
Trigger
New OpportunityTriggered when a new opportunity is created in Wealthbox.
Trigger
New ProjectTriggered when a new project is created in Wealthbox.
Trigger
New TaskTriggered when a new task is created in Wealthbox, optionally limited to a linked record, assignee, team or creator.
Trigger
New WorkflowTriggered when a new workflow is created in Wealthbox.
Trigger
Task CompleteTriggers when a task is marked complete in Wealthbox.
Action
Add Member to HouseholdAdds an existing contact to an existing household with a chosen household role, and returns the updated household with its members.
Action
Create HouseholdCreates a new household in Wealthbox and returns the household record.
Action
Create ProjectCreates a new project in Wealthbox and returns the created project.
Action
Delete contactDeletes an existing contact from your Wealthbox workspace.
Action
Delete household memberRemoves a contact from a household in Wealthbox and returns the updated household with its remaining members.
Action
Delete taskDeletes an existing task from the Wealthbox workspace and returns the deleted task.
Action
Find ContactReturns the Wealthbox contacts that match the search criteria you provide, such as name, email address, phone number or tag.
Action
Get contactReturns a single Wealthbox contact by its id, including its addresses, tags, household and custom fields.
Action
Get opportunityReturns a single Wealthbox opportunity by its id, including its stage, amounts, linked contacts and custom fields.
Action
Get taskReturns a single Wealthbox task by its id, including its subtasks, linked records and custom fields.
Action
List tasksReturns the tasks you can access in Wealthbox, optionally filtered by linked record, assignee, team, creator, completion and last-updated time.
Action
Update projectUpdates the name or description of an existing project in Wealthbox CRM.
Action
Find top moverstop 20 gainers and top 20 losers filtered by min $50k 24h volume; sortable by 1h/24h(default)/7d price change.
Action
Get coin infostatic coin metadata: logo, all-time high, supply, launch date, website, twitter, block explorer, platform, first price date.
Action
Get coin OHLCV history365 days of daily OHLCV (open/high/low/close/volume) history for one coin.
Action
Get coin social statsTwitter and Reddit social stats for a specific coin.
Action
Get exchangea specific exchange's info and its top 100 trading pairs, by exchange ID from List exchanges.
Action
Get global market datareturns aggregate crypto market stats: total coins, active markets, total market cap, total 24h volume, BTC/ETH dominance, market cap/volume change %.
Action
Get tickertick data for one coin by CoinLore ID (from List coins/List tickers): price, % change, market cap, volume, supply.
Action
List coin marketstop 50 exchanges/markets trading a specific coin.
Action
List coinslightweight list of every coin (id, symbol, name, nameid, rank), no pagination. Use to build lookup tables / coin pickers.
Action
List exchangesall exchanges listed on CoinLore.
Action
List tickerspaginated tick data for all coins sorted by market cap. Max 100 per page.
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
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Questions
Wealthbox CRM and Coinlore, answered
What can start an automation from Wealthbox CRM?
Any of Wealthbox CRM's 9 triggers in the catalog, including New Comment, New Contact, New Event and New Note. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Coinlore when something happens in Wealthbox CRM?
Any of Coinlore's 11 actions, including Find top movers, Get coin info, Get coin OHLCV history and Get coin social stats. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Coinlore to Wealthbox CRM?
Coinlore has no triggers in the catalog today, so automations start in Wealthbox CRM. If you need the other direction, ask: your agent reads Coinlore's API documentation and adds it.
Do I have to build a connector for Wealthbox CRM or Coinlore?
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 Coinlore 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.