--- title: "Connect Wealthbox CRM to Surefire Local Platform - APIANT.ai" description: "When \"New Comment\" fires in Wealthbox CRM, your agent runs \"Add message\" in Surefire Local Platform." canonical: "https://apiant.ai/connect/wealthbox-crm-to-surefire-local-platform" --- # Connect Wealthbox CRM to Surefire Local Platform When **New Comment** fires in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), your agent runs **Add message** in [Surefire Local Platform](https://apiant.ai/connections/surefire-local-platform). Describe the whole flow and it is built, tested on every scenario and kept running. Wealthbox CRM **9** triggers Wealthbox CRM **12** actions Surefire Local Platform **15** 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 Surefire Local Platform 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 Surefire Local Platform - When **New Comment** in Wealthbox CRM then **Add message** in Surefire Local Platform - When **New Contact** in Wealthbox CRM then **Add order** in Surefire Local Platform 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 Surefire Local Platform ## Triggers and actions 9 triggers · 27 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 **Add backlink** Creates a backlink record for a client, saving the source, the linking URL and the date it was referenced. - Action **Add client** Creates a new client in Surefire Local with its business contact details and enabled services. - Action **Add group** Creates a new group in Surefire from an existing client, recording the user who created it. - Action **Add message** Creates a content-calendar message (a WordPress or third-party blog post) for a client, as scheduled, pending approval, or draft. - Action **Add order** Creates a content order for a Surefire Local client, including its title, due date, word limit, keywords and briefing. - Action **Create Lead** Creates a lead (customer contact) for a client location in Surefire Local. - Action **Get message** Returns a content-calendar message (social post) for a client, including its comments and the per-network posts it was published as. - Action **List backlinks** Returns all the saved backlinks of a client, with each backlink's source, link and referenced date. - Action **List groups** Returns the client groups in the account, optionally filtered by national client or group client. - Action **List orders** Returns the orders placed for a client. - Action **List tags** Returns all tags defined for a Surefire location. - Action **List users** Returns the list of active users, optionally filtered to one client. - Action **List Yext reviews** Returns the Yext reviews for a location, optionally filtered by rating, keyword, source, comment status and date range. - Action **Update client** Updates an existing client's business details, contact info and service flags. Only the fields you fill in are changed. - Action **Update message** Updates an existing content message (post), such as its text, subject, status, photos or SEO details, and returns the result reported by Surefire. ## 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) - [ **Surefire Local Platform** All-in-one marketing platform helping local businesses manage their leads, online reviews, business listings...](https://apiant.ai/connections/surefire-local-platform) 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 Surefire Local Platform - [ **HubSpot to Surefire Local Platform** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-surefire-local-platform) - [ **Salesforce to Surefire Local Platform** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-surefire-local-platform) - [ **Slack to Surefire Local Platform** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-surefire-local-platform) - [ **Google Sheets to Surefire Local Platform** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-surefire-local-platform) - [ **Gmail to Surefire Local Platform** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-surefire-local-platform) - [ **Google Calendar to Surefire Local Platform** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-surefire-local-platform) Questions ## Wealthbox CRM and Surefire Local Platform, 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 Surefire Local Platform when something happens in Wealthbox CRM? Any of Surefire Local Platform's 15 actions, including Create Lead, Update client, Update message and Add backlink. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Surefire Local Platform to Wealthbox CRM? Surefire Local Platform has no triggers in the catalog today, so automations start in Wealthbox CRM. If you need the other direction, ask: your agent reads Surefire Local Platform's API documentation and adds it. ### ### Do I have to build a connector for Wealthbox CRM or Surefire Local Platform? 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 Surefire Local Platform 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.