--- title: "Connect Wealthbox CRM to TutorBird - APIANT.ai" description: "When \"New Comment\" fires in Wealthbox CRM, your agent runs \"Add event\" in TutorBird." canonical: "https://apiant.ai/connect/wealthbox-crm-to-tutorbird" --- # Connect Wealthbox CRM to TutorBird When **New Comment** fires in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), your agent runs **Add event** in [TutorBird](https://apiant.ai/connections/tutorbird). Describe the whole flow and it is built, tested on every scenario and kept running. Wealthbox CRM **9** triggers Wealthbox CRM **12** actions TutorBird **20** 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 TutorBird 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 TutorBird - When **New Comment** in Wealthbox CRM then **Add event** in TutorBird - When **New Contact** in Wealthbox CRM then **Add Payment** in TutorBird 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 TutorBird ## Triggers and actions 9 triggers · 32 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 event** Creates a calendar event (lesson) in TutorBird for a teacher and optional students, optionally repeating. - Action **Add parent** Creates a parent contact in TutorBird, optionally attached to an existing family, and returns the new parent's ID. - Action **Add Payment** Records a payment on a family's account in TutorBird. - Action **Add Student** Creates a new student in TutorBird, optionally adding them to an existing family, and returns the new student's id. - Action **Add transaction** Adds a payment, charge, discount or refund to a family's account in TutorBird. - Action **Delete event** Deletes a calendar event in TutorBird, optionally including its future or all recurrences, and can notify the people attending. - Action **Delete student** Deletes a student from TutorBird. - Action **Find All Parents** Returns the parents that match a name search, email address, parent IDs or family IDs. - Action **Find Attendance Records** Finds attendance records matching criteria such as date range, students, teachers, events or attendance status. - Action **Find Event** Finds calendar events in TutorBird matching dates, times, teachers, students, categories, locations or attendance statuses. - Action **Find Parent** Finds parents matching a name, email address, parent IDs or family IDs. - Action **Find Student** Finds students in TutorBird matching a name, email, free-text search, status, teacher, family or tag. - Action **Find teachers** Finds teachers in TutorBird matching a name or text search, ids, tags, and active/teacher/administrator status. - Action **Get family** Returns a single family, including its name, balance, auto-invoice status and optionally its parents and students. - Action **Get student** Returns the details of a single student by ID, including contact information, status and family. - Action **Get Transaction** Returns a single TutorBird transaction (charge, payment, discount or refund) with its amounts, taxes, family and student details. - Action **Update attendance** Updates a student's attendance record in TutorBird: status, teacher/parent/student notes, and price override. - Action **Update event** Updates an existing calendar event (lesson) in TutorBird — its time, teacher, students, location, category, pricing and repeat settings. - Action **Update parent** Updates an existing parent's name, contact details, phone numbers and reminder preferences in TutorBird. - Action **Update Student** Updates an existing student's details in TutorBird, such as name, contact information, status and tags. ## 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) - [ **TutorBird** TutorBird is a tool for tutors and centers, managing scheduling, payments, attendance, and student...](https://apiant.ai/connections/tutorbird) 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 TutorBird - [ **HubSpot to TutorBird** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tutorbird) - [ **Salesforce to TutorBird** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tutorbird) - [ **Slack to TutorBird** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tutorbird) - [ **Google Sheets to TutorBird** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-tutorbird) - [ **Gmail to TutorBird** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tutorbird) - [ **Google Calendar to TutorBird** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tutorbird) Questions ## Wealthbox CRM and TutorBird, 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 TutorBird when something happens in Wealthbox CRM? Any of TutorBird's 20 actions, including Update attendance, Update event, Update parent and Update Student. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TutorBird to Wealthbox CRM? TutorBird has no triggers in the catalog today, so automations start in Wealthbox CRM. If you need the other direction, ask: your agent reads TutorBird's API documentation and adds it. ### ### Do I have to build a connector for Wealthbox CRM or TutorBird? 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 TutorBird 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.