--- title: "Connect Wealthbox CRM to Utilorax - APIANT.ai" description: "When \"New Comment\" fires in Wealthbox CRM, your agent runs \"Calculate loan payment\" in Utilorax." canonical: "https://apiant.ai/connect/wealthbox-crm-to-utilorax" --- # Connect Wealthbox CRM to Utilorax When **New Comment** fires in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), your agent runs **Calculate loan payment** in [Utilorax](https://apiant.ai/connections/utilorax). Describe the whole flow and it is built, tested on every scenario and kept running. Wealthbox CRM **9** triggers Wealthbox CRM **12** actions Utilorax **57** 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 Utilorax 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 Utilorax - When **New Comment** in Wealthbox CRM then **Calculate loan payment** in Utilorax - When **New Contact** in Wealthbox CRM then **Calculate mortgage payment** in Utilorax 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 Utilorax ## Triggers and actions 9 triggers · 69 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 interval to date** Add or subtract an interval from a date. - Action **Calculate age** Compute age from a birthdate. - Action **Calculate compound interest** Compute compound interest on a principal over time. - Action **Calculate loan payment** Compute the monthly loan payment (EMI) for a loan amount, rate and term. - Action **Calculate mortgage payment** Compute the monthly mortgage payment from price, deposit, rate and term. - Action **Calculate percentage** Compute what P% of a value is. - Action **Calculate percentage change** Compute the percentage change from one value to another. - Action **Change text case** Change text case (upper/lower/title/camel/snake/kebab etc). - Action **Check if number is prime** Check whether a number is prime. - Action **Compress image** Shrink JPG, PNG and WebP images to a smaller file size. - Action **Compress PDF** Reduce a PDF's file size while keeping it readable. - Action **Compute HMAC signature** Compute an HMAC signature for a message with a given key and algorithm. - Action **Convert CSV to Excel** Convert a CSV file into a proper Excel (.xlsx) workbook. - Action **Convert CSV to JSON** Convert CSV text to a JSON array of objects. - Action **Convert currency** Convert an amount between currencies using live exchange rates. - Action **Convert date to timestamp** Convert a date string to a Unix timestamp. - Action **Convert Excel to JSON** Turn a spreadsheet into structured JSON (first row as keys). - Action **Convert HTML to PDF** Paste HTML and download a clean, print-ready PDF — styling, tables and images included. - Action **Convert image format** Convert images between PNG, JPG, WebP, AVIF, GIF, BMP, TIFF and more — you pick the output format. - Action **Convert Markdown to HTML** Convert Markdown text to HTML. - Action **Convert Markdown to PDF** Paste Markdown and download a beautifully formatted PDF — headings, lists, tables and code included. - Action **Convert number to Roman numerals** Convert a number to or from Roman numerals. - Action **Convert PDF to text** Pull the text out of a PDF and download it as a clean.txt file. - Action **Convert timestamp to date** Convert a Unix timestamp to a date. - Action **Convert timezone** Convert a time between timezones. - Action **Convert units** Convert a value between two units of measurement in a given category. - Action **Count words** Count words, characters, sentences, lines and estimated reading time in text. - Action **Crop image** Cut a rectangle out of an image. - Action **Decode JWT** Decode a JWT header and payload (no signature check). - Action **Encode or decode Base64** Encode or decode Base64 text. - Action **Encode or decode URL component** Percent-encode or decode a URL component. - Action **Extract emails from text** Extract all email addresses found in text. - Action **Extract URLs from text** Extract all URLs found in text. - Action **Find and replace text** Find and replace text within a string. - Action **Format JSON** Pretty-print JSON with 2-space indentation. - Action **Generate barcode** Build a barcode image URL. - Action **Generate lorem ipsum text** Generate lorem ipsum placeholder text. - Action **Generate QR code** Build a QR-code image URL for any text. - Action **Generate UUID** Generate one or more random UUID v4 values. - Action **Get current datetime** Get current time as Unix, ISO and UTC. - Action **Get date difference** Compute the difference between two dates. - Action **Get DNS records** Get DNS records for a domain. - Action **Get HTTP status** Get the HTTP status code and redirect chain for a URL. - Action **Get page meta tags** Get the title, description and meta tags of a page. - Action **Hash password with bcrypt** Hash a password with bcrypt. - Action **Hash text** Hash text with a chosen algorithm (MD5/SHA-1/SHA-256/SHA-512/CRC32). - Action **Merge PDF files** Combine several PDF files into one document. - Action **Read image info** Read an image and return its dimensions, format and EXIF metadata as JSON. - Action **Resize image** Resize an image to exact dimensions (pad, stretch or crop to fill). - Action **Resolve domain to IP** Resolve a domain name to its IP address. - Action **Slugify text** Turn text into a clean URL slug. - Action **Spell number as words** Spell a number out in English words. - Action **Split PDF** Split a PDF into separate files — every page, or custom ranges. - Action **Strip HTML tags** Remove HTML tags from text, leaving plain text. - Action **Test regular expression** Test a regular expression against text and return matches. - Action **Validate JSON** Check whether a string is valid JSON. - Action **Watermark PDF** Stamp a diagonal text watermark across every page of a PDF. ## 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) - [ **Utilorax** 203 JSON endpoints: hashing, encoding, unit conversion, text, dates and file conversion](https://apiant.ai/connections/utilorax) 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 Utilorax - [ **Whop to Utilorax** Whop is a platform that let's you build businesses.](https://apiant.ai/connect/whop-to-utilorax) - [ **HubSpot to Utilorax** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-utilorax) - [ **Salesforce to Utilorax** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-utilorax) - [ **Slack to Utilorax** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-utilorax) - [ **Google Sheets to Utilorax** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-utilorax) - [ **Gmail to Utilorax** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-utilorax) Questions ## Wealthbox CRM and Utilorax, 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 Utilorax when something happens in Wealthbox CRM? Any of Utilorax's 57 actions, including Add interval to date, Calculate age, Calculate compound interest and Calculate loan payment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Utilorax to Wealthbox CRM? Utilorax has no triggers in the catalog today, so automations start in Wealthbox CRM. If you need the other direction, ask: your agent reads Utilorax's API documentation and adds it. ### ### Do I have to build a connector for Wealthbox CRM or Utilorax? 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 Utilorax 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.