--- title: "Connect Wealthbox CRM to Web Metadata & Contact Extractor - APIANT.ai" description: "When \"New Comment\" fires in Wealthbox CRM, your agent runs \"Find lead contacts\" in Web Metadata & Contact Extractor." canonical: "https://apiant.ai/connect/wealthbox-crm-to-web-metadata-contact-extractor" --- # Connect Wealthbox CRM to Web Metadata & Contact Extractor When **New Comment** fires in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), your agent runs **Find lead contacts** in [Web Metadata & Contact Extractor](https://apiant.ai/connections/web-metadata-contact-extractor). Describe the whole flow and it is built, tested on every scenario and kept running. Wealthbox CRM **9** triggers Wealthbox CRM **12** actions Web Metadata & Contact Extractor **11** 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 Web Metadata & Contact Extractor 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 Web Metadata & Contact Extractor - When **New Comment** in Wealthbox CRM then **Find lead contacts** in Web Metadata & Contact Extractor - When **New Contact** in Wealthbox CRM then **Audit security headers** in Web Metadata & Contact Extractor 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 Web Metadata & Contact Extractor ## Triggers and actions 9 triggers · 23 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 **Audit security headers** Grades a web page's security headers (HSTS, CSP, X-Frame-Options, Referrer Policy and more) and returns a score with a per-header breakdown, optionally including TLS certificate details. - Action **Audit SEO** Runs a 14-point on-page SEO audit of a web page and returns its score, per-check results, warnings and readability metrics. - Action **Detect tech stack** Detects the technologies a web page uses (CMS, frameworks, analytics, payment and hosting), with a confidence score and evidence for each. - Action **Extract links** Returns the hyperlinks found on a web page, classified as internal or external (up to 100), plus any RSS/Atom feeds. - Action **Extract metadata** Returns the full set of information found on a web page: SEO and OpenGraph metadata, public contacts, social profiles, detected technologies, product data, SEO and security scores, links and readable text. - Action **Extract metadata in batch** Returns a lightweight link preview (title, description, image, favicon) for up to 10 web pages in one call. - Action **Extract schema data** Extracts Schema.org JSON-LD structured data and product details (price, currency, availability, brand) from a web page. - Action **Find lead contacts** Finds the public email addresses, phone numbers and social profile links published on a web page. - Action **Get domain intel** Returns DNS records (A, AAAA, MX, NS, TXT) and WHOIS registration details such as registrar, creation and expiration dates for a website's domain, without loading the page. - Action **Get link preview** Returns a social link preview card for a web page: title, description, image, favicon, site name and language. - Action **Get page as markdown** Returns a web page's main article text as clean Markdown, with its title, word count, reading time, a short summary and top keywords. ## 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) - [ **Web Metadata & Contact Extractor** Extract SEO metadata, contact emails, social links, and tech stack (<200ms)](https://apiant.ai/connections/web-metadata-contact-extractor) 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 Web Metadata & Contact Extractor - [ **Brevo to Web Metadata & Contact Extractor** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-web-metadata-contact-extractor) - [ **HubSpot to Web Metadata & Contact Extractor** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-web-metadata-contact-extractor) - [ **Salesforce to Web Metadata & Contact Extractor** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-web-metadata-contact-extractor) - [ **Slack to Web Metadata & Contact Extractor** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-web-metadata-contact-extractor) - [ **Google Sheets to Web Metadata & Contact Extractor** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-web-metadata-contact-extractor) - [ **Gmail to Web Metadata & Contact Extractor** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-web-metadata-contact-extractor) Questions ## Wealthbox CRM and Web Metadata & Contact Extractor, 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 Web Metadata & Contact Extractor when something happens in Wealthbox CRM? Any of Web Metadata & Contact Extractor's 11 actions, including Audit security headers, Audit SEO, Detect tech stack and Extract links. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Web Metadata & Contact Extractor to Wealthbox CRM? Web Metadata & Contact Extractor has no triggers in the catalog today, so automations start in Wealthbox CRM. If you need the other direction, ask: your agent reads Web Metadata & Contact Extractor's API documentation and adds it. ### ### Do I have to build a connector for Wealthbox CRM or Web Metadata & Contact Extractor? 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 Web Metadata & Contact Extractor 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.