--- title: "Connect Wealthbox CRM to Rosette Text Analytics - APIANT.ai" description: "When \"New Comment\" fires in Wealthbox CRM, your agent runs \"Extract events\" in Rosette Text Analytics." canonical: "https://apiant.ai/connect/wealthbox-crm-to-rosette-text-analytics" --- # Connect Wealthbox CRM to Rosette Text Analytics When **New Comment** fires in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), your agent runs **Extract events** in [Rosette Text Analytics](https://apiant.ai/connections/rosette-text-analytics). Describe the whole flow and it is built, tested on every scenario and kept running. Wealthbox CRM **9** triggers Wealthbox CRM **12** actions Rosette Text Analytics **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Wealthbox CRM and Rosette Text Analytics to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Wealthbox CRM can start in Rosette Text Analytics - When **New Comment** in Wealthbox CRM then **Extract events** in Rosette Text Analytics - When **New Contact** in Wealthbox CRM then **Analyze morphology** in Rosette Text Analytics 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 Rosette Text Analytics ## Triggers and actions 9 triggers · 26 actions - Trigger **New Comment** Triggers when a new comment is added to a record in Wealthbox, such as a contact or task. - Trigger **New Contact** Triggers when a new contact is created in Wealthbox. - Trigger **New Event** Triggered when a new event is created in Wealthbox. - Trigger **New Note** Triggers when a new note is created in Wealthbox, returning the note's content, linked records and tags. - Trigger **New Opportunity** Triggered when a new opportunity is created in Wealthbox. - Trigger **New Project** Triggered when a new project is created in Wealthbox. - Trigger **New Task** Triggered when a new task is created in Wealthbox, optionally limited to a linked record, assignee, team or creator. - Trigger **New Workflow** Triggered when a new workflow is created in Wealthbox. - Trigger **Task Complete** Triggers when a task is marked complete in Wealthbox. - Action **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. - Action **Create Household** Creates a new household in Wealthbox and returns the household record. - Action **Create Project** Creates a new project in Wealthbox and returns the created project. - Action **Delete contact** Deletes an existing contact from your Wealthbox workspace. - Action **Delete household member** Removes a contact from a household in Wealthbox and returns the updated household with its remaining members. - Action **Delete task** Deletes an existing task from the Wealthbox workspace and returns the deleted task. - Action **Find Contact** Returns the Wealthbox contacts that match the search criteria you provide, such as name, email address, phone number or tag. - Action **Get contact** Returns a single Wealthbox contact by its id, including its addresses, tags, household and custom fields. - Action **Get opportunity** Returns a single Wealthbox opportunity by its id, including its stage, amounts, linked contacts and custom fields. - Action **Get task** Returns a single Wealthbox task by its id, including its subtasks, linked records and custom fields. - Action **List tasks** Returns the tasks you can access in Wealthbox, optionally filtered by linked record, assignee, team, creator, completion and last-updated time. - Action **Update project** Updates the name or description of an existing project in Wealthbox CRM. - Action **Analyze morphology** Returns morphological analysis of text, such as lemmas, part-of-speech tags, compound components and Han readings. - Action **Analyze sentiment** Analyzes the positive, negative or neutral sentiment of a text, returning the overall document sentiment and the sentiment toward each entity mentioned. - Action **Categorize text** Identifies the contextual categories (QAG Tier 1 taxonomy) of a piece of text or a web page, with a confidence for each. - Action **Deduplicate names** Groups a list of names into clusters of likely duplicates, returning one cluster ID per name in the order supplied. - Action **Extract entities** Extracts the named entities (people, organizations, places and more) from text or a web page, optionally linking them to a knowledge base. - Action **Extract events** Extracts events (such as travel or meetings) from a piece of text, returning each event's type, participants and roles, and whether it was negated. - Action **Extract relationships** Finds the relationships between people, organizations and other entities in a piece of text, returning each subject, predicate, object and a confidence score. - Action **Extract topics** Returns the key phrases and concepts found in a piece of text or a web page, each with a salience score. - Action **Identify language** Identifies the language(s) of a piece of text or web page, returning candidate languages ranked by confidence. - Action **Match addresses** Compares two addresses and returns a similarity score indicating how likely they refer to the same place. - Action **Match names** Compares two names, in any supported language or script, and returns a similarity score showing how likely they refer to the same person, place or organization. - Action **Tokenize text** Splits text into a list of tokens (words and punctuation). - Action **Translate name** Translates a person, place or organization name into another language and script. - Action **Transliterate text** Transliterates Arabic text between Arabizi (Romanized Arabic) and native Arabic script. ## Each app on its own - [ **Wealthbox CRM** Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships...](https://apiant.ai/connections/wealthbox-crm) - [ **Rosette Text Analytics** Multilingual NLP API for entity extraction, language identification, name matching, and sentiment analysis.](https://apiant.ai/connections/rosette-text-analytics) Reviews ## What our customers say ## More from Wealthbox CRM - [ **Wealthbox CRM to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/wealthbox-crm-to-zoom) - [ **Wealthbox CRM to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/wealthbox-crm-to-webflow) - [ **Wealthbox CRM to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/wealthbox-crm-to-wix) - [ **Wealthbox CRM to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/wealthbox-crm-to-linkedin) - [ **Wealthbox CRM to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/wealthbox-crm-to-facebook) - [ **Wealthbox CRM to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/wealthbox-crm-to-anthropic) ## More into Rosette Text Analytics - [ **HubSpot to Rosette Text Analytics** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-rosette-text-analytics) - [ **Salesforce to Rosette Text Analytics** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-rosette-text-analytics) - [ **Slack to Rosette Text Analytics** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-rosette-text-analytics) - [ **Google Sheets to Rosette Text Analytics** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-rosette-text-analytics) - [ **Gmail to Rosette Text Analytics** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-rosette-text-analytics) - [ **Google Calendar to Rosette Text Analytics** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-rosette-text-analytics) Questions ## Wealthbox CRM and Rosette Text Analytics, 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 Rosette Text Analytics when something happens in Wealthbox CRM? Any of Rosette Text Analytics's 14 actions, including Analyze morphology, Analyze sentiment, Categorize text and Deduplicate names. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Rosette Text Analytics to Wealthbox CRM? Rosette Text Analytics has no triggers in the catalog today, so automations start in Wealthbox CRM. If you need the other direction, ask: your agent reads Rosette Text Analytics's API documentation and adds it. ### ### Do I have to build a connector for Wealthbox CRM or Rosette Text Analytics? 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 Rosette Text Analytics 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.