--- title: "Connect Wealthbox CRM to TensorFeed - APIANT.ai" description: "When \"New Comment\" fires in Wealthbox CRM, your agent runs \"Buy credits\" in TensorFeed." canonical: "https://apiant.ai/connect/wealthbox-crm-to-tensorfeed" --- # Connect Wealthbox CRM to TensorFeed When **New Comment** fires in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), your agent runs **Buy credits** in [TensorFeed](https://apiant.ai/connections/tensorfeed). Describe the whole flow and it is built, tested on every scenario and kept running. Wealthbox CRM **9** triggers Wealthbox CRM **12** actions TensorFeed **27** 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 TensorFeed 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 TensorFeed - When **New Comment** in Wealthbox CRM then **Buy credits** in TensorFeed - When **New Contact** in Wealthbox CRM then **Find AI news** in TensorFeed 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 TensorFeed ## Triggers and actions 9 triggers · 39 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 **Buy credits** Initiate a credit purchase against a sender wallet. - Action **Find AI news** Full-text search across the AI news archive. - Action **Get AFTA adopter directory** Fetch the machine-readable AFTA adopter directory. - Action **Get AI agent directory** Fetch a curated directory of AI agents and frameworks. - Action **Get AI benchmark scores** Fetch public benchmark scores for major AI models. - Action **Get AI ecosystem daily brief** Fetch a composite daily brief covering the AI ecosystem. - Action **Get AI model pricing and specs** Fetch pricing and specs for AI models. - Action **Get AI news** Fetch aggregated AI news articles. - Action **Get AI podcast episodes** Fetch recent AI podcast episodes. - Action **Get AI service status** Fetch operational status for major AI services. - Action **Get benchmark trust verdict** Fetch a trust band and score for an AI benchmark. - Action **Get cheapest GPU offer** Fetch the cheapest current offer for a canonical GPU. - Action **Get cross-provider model catalog** Fetch a cross-provider AI model catalog snapshot from OpenRouter. - Action **Get failover verdict** Fetch the best operational failover target when a provider degrades. - Action **Get GPU rental pricing** Fetch current GPU rental pricing snapshot. - Action **Get HF daily papers** Fetch Hugging Face Daily Papers with community signal. - Action **Get historical snapshot** Fetch one historical daily snapshot by date and type. - Action **Get hot AI GitHub issues** Fetch currently-hot GitHub issues across AI repos. - Action **Get LLM endpoint latency probes** Fetch the last 24 hours of LLM endpoint latency probes. - Action **Get MCP server registry snapshot** Fetch a daily summary of the MCP server registry. - Action **Get model deprecation calendar** Fetch the AI model deprecation calendar. - Action **Get recent arXiv papers** Fetch the most recent AI/ML arXiv submissions. - Action **Get stack safety verdict** Fetch a GO/HOLD/BLOCK deploy gate verdict for an AI-stack package. - Action **Get trending AI GitHub repos** Fetch trending GitHub repositories in AI. - Action **Get trending AI papers** Fetch daily citation-ranked AI/ML papers from Semantic Scholar. - Action **Get trending Hugging Face models** Fetch top trending Hugging Face models, datasets, and Spaces. - Action **Get trending Reddit AI threads** Fetch currently-hot AI discussion threads on Reddit. ## 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) - [ **TensorFeed** TensorFeed aggregates real-time information about the AI industry.](https://apiant.ai/connections/tensorfeed) 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 TensorFeed - [ **HubSpot to TensorFeed** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tensorfeed) - [ **Salesforce to TensorFeed** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tensorfeed) - [ **Slack to TensorFeed** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tensorfeed) - [ **Google Sheets to TensorFeed** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-tensorfeed) - [ **Gmail to TensorFeed** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tensorfeed) - [ **Google Calendar to TensorFeed** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tensorfeed) Questions ## Wealthbox CRM and TensorFeed, 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 TensorFeed when something happens in Wealthbox CRM? Any of TensorFeed's 27 actions, including Buy credits, Find AI news, Get AFTA adopter directory and Get AI agent directory. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TensorFeed to Wealthbox CRM? TensorFeed has no triggers in the catalog today, so automations start in Wealthbox CRM. If you need the other direction, ask: your agent reads TensorFeed's API documentation and adds it. ### ### Do I have to build a connector for Wealthbox CRM or TensorFeed? 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 TensorFeed 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.