Integration
Connect Wealthbox CRM to Powerlink
When New Comment fires in Wealthbox CRM, your agent runs Add Contact in Powerlink. 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 Powerlink 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 Powerlink
When New Comment in Wealthbox CRM
then Add Contact in Powerlink
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 Powerlink
Triggers and actions 9 triggers · 35 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 Account
Creates a new account record in Fireberry (formerly Powerlink).
- Add Contact
Create a new Contact record.
- Add Ticket
Create a new support ticket record.
- Delete Account
Deletes an account in Fireberry (Powerlink) by its ID.
- Delete Contact
Delete a Contact record by id.
- Delete Meeting
Deletes a meeting record in Powerlink (Fireberry).
- Delete Opportunity
Delete an Opportunity record by id.
- Delete Task
Delete a Task record by id.
- Delete Ticket
Delete a support ticket by id.
- Get Account
Retrieve a single Account record by id.
- Get Contact
Retrieves a single Powerlink (Fireberry) contact by its ID, with all of its fields and values.
- Get Meeting
Retrieve a single meeting record by id.
- Get Opportunity
Retrieves a single opportunity by its ID, including all of its fields and values.
- Get Task
Retrieve a single Task record by id.
- Get Ticket
Retrieve a single support ticket by id.
- List Accounts
Returns the accounts in your Fireberry (Powerlink) account, with all of their fields and values including custom fields.
- List Contacts
Retrieve a list of Contact records.
- List Meetings
Lists meetings in your Fireberry account, with all of their fields and values.
- List Tasks
Lists tasks in your Fireberry (Powerlink) account, returning up to 50 tasks with all their fields.
- List Tickets
Lists tickets (cases) in your Fireberry account, returning the first page of up to 50 records with all their fields.
- Update Account
Update fields on an existing Account record by id.
- Update Contact
Update fields on an existing Contact record by id.
- Update Ticket
Update fields on an existing support ticket.
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 Powerlink, 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 Powerlink when something happens in Wealthbox CRM?
Any of Powerlink's 23 actions, including Update Account, Update Contact, Update Ticket and Add Account. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Powerlink to Wealthbox CRM?
Powerlink has no triggers in the catalog today, so automations start in Wealthbox CRM. If you need the other direction, ask: your agent reads Powerlink's API documentation and adds it.
Do I have to build a connector for Wealthbox CRM or Powerlink?
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 Powerlink 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.