Integration
Connect Wealthbox CRM to PawthosX
When New Comment fires in Wealthbox CRM, your agent runs Add client in PawthosX. 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 PawthosX 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 PawthosX
When New Comment in Wealthbox CRM
then Add client in PawthosX
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 PawthosX
Triggers and actions 9 triggers · 36 actions
- New Comment
Triggers when a new comment is added to a record in Wealthbox, such as a contact or task.
- New Contact
Triggers when a new contact is created in Wealthbox.
- New Event
Triggered when a new event is created in Wealthbox.
- New Note
Triggers when a new note is created in Wealthbox, returning the note's content, linked records and tags.
- New Opportunity
Triggered when a new opportunity is created in Wealthbox.
- New Project
Triggered when a new project is created in Wealthbox.
- New Task
Triggered when a new task is created in Wealthbox, optionally limited to a linked record, assignee, team or creator.
- New Workflow
Triggered when a new workflow 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.
- Create Project
Creates a new project in Wealthbox and returns the created project.
- 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.
- Update project
Updates the name or description of an existing project in Wealthbox CRM.
- Add case
Creates a new case for a patient in PawthosX.
- Add client
Creates a new client (pet owner) record in PawthosX.
- Add patient
Create a new patient (pet) record.
- Cancel appointment
Cancels an appointment in PawthosX and returns the updated appointment.
- Create Discount Code
- Create Vendor
Triggers and created vendors within SupplyRoom in ClinicOS.
- Delete client
Deletes a client (pet owner) record from PawthosX.
- Delete patient
Deletes a patient by ID.
- Find Appointment
Returns appointments that match the specified client or patient name search and optional filters.
- Get appointment
Get a single appointment by its ID, including its schedule item, client, patient and travel details.
- Get case
Retrieves a single case by its ID, including its milestones.
- Get client
Retrieves a single PawthosX client (pet owner) by ID.
- Get estimate
Retrieve a single estimate (treatment plan) by ID, including its line items.
- Get patient
Get a single patient by ID, including species, breed, owner, contacts and status details.
- Get vendor
Retrieves a single inventory vendor by its ID.
- List cases
Lists all cases for a patient.
- List clients
Returns all clients, optionally narrowed by a search query, tag, or active status.
- List estimates
Get a paginated list of estimates with optional filters.
- List patients
Lists patients, optionally filtered by client, species, tag or a search term. Returns up to 100 patients.
- List vendors
Lists the clinic's inventory vendors, optionally filtered by active status.
- Update case
Updates an existing case in PawthosX. Only the fields you fill in are changed.
- Update client
Update an existing client's details.
- Update Patient
Triggers update a pet's status (e.g., "Mark as Deceased" or "Update Weight") based on from other apps.
- Update vendor
Updates an existing vendor (supplier) in PawthosX.
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
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Questions
Wealthbox CRM and PawthosX, 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 PawthosX when something happens in Wealthbox CRM?
Any of PawthosX's 24 actions, including Create Discount Code, Create Vendor, Update case and Update client. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PawthosX to Wealthbox CRM?
PawthosX has no triggers in the catalog today, so automations start in Wealthbox CRM. If you need the other direction, ask: your agent reads PawthosX's API documentation and adds it.
Do I have to build a connector for Wealthbox CRM or PawthosX?
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 PawthosX 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.