Integration
Connect Wealthbox CRM and Website Toolbox Community
When New Comment fires in Wealthbox CRM, your agent runs Add to User Group in Website Toolbox Community, or New Post in Website Toolbox Community to Find Contact in Wealthbox CRM. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Wealthbox CRM and Website Toolbox Community to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Wealthbox CRM and Website Toolbox Community can do together
From Wealthbox CRM to Website Toolbox Community
When New Comment in Wealthbox CRM
then Add to User Group in Website Toolbox Community
From Website Toolbox Community to Wealthbox CRM
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 Website Toolbox Community
Triggers and actions 17 triggers · 33 actions
- New Comment
Triggers when a new comment is added to a record in Wealthbox, such as a contact or task.
- New Contact
Triggers when a new contact is created in Wealthbox.
- New Event
Triggered when a new event is created in Wealthbox.
- New Note
Triggers when a new note is created in Wealthbox, returning the note's content, linked records and tags.
- New Opportunity
Triggered when a new opportunity is created in Wealthbox.
- New Project
Triggered when a new project is created in Wealthbox.
- New Task
Triggered when a new task is created in Wealthbox, optionally limited to a linked record, assignee, team or creator.
- New Workflow
Triggered when a new workflow is created in Wealthbox.
- Task Complete
Triggers when a task is marked complete in Wealthbox.
- 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.
- Create Household
Creates a new household in Wealthbox and returns the household record.
- Create Project
Creates a new project in Wealthbox and returns the created project.
- Delete contact
Deletes an existing contact from your Wealthbox workspace.
- Delete household member
Removes a contact from a household in Wealthbox and returns the updated household with its remaining members.
- Delete task
Deletes an existing task from the Wealthbox workspace and returns the deleted task.
- Find Contact
Returns the Wealthbox contacts that match the search criteria you provide, such as name, email address, phone number or tag.
- Get contact
Returns a single Wealthbox contact by its id, including its addresses, tags, household and custom fields.
- Get opportunity
Returns a single Wealthbox opportunity by its id, including its stage, amounts, linked contacts and custom fields.
- Get task
Returns a single Wealthbox task by its id, including its subtasks, linked records and custom fields.
- List tasks
Returns the tasks you can access in Wealthbox, optionally filtered by linked record, assignee, team, creator, completion and last-updated time.
- Update project
Updates the name or description of an existing project in Wealthbox CRM.
- New Post
Triggers when a new post is made in any topic of your Website Toolbox forum.
- New Topic
Triggers when a new topic is started in your Website Toolbox forum.
- New User
Triggers when a new user registers on your Website Toolbox community forum.
- Post Approved
Triggers when a forum post is approved and visible on the community (posts still awaiting moderation are skipped until they are approved).
- Post Updated
Triggers when an existing forum post is edited.
- Topic Updated
Triggers when a forum topic is changed, such as its title, category, tags, pinned or locked state, or its opening post being edited.
- User Email Verified
Triggers when a forum member verifies their email address and leaves the Pending Email Verification user group.
- User Updated
Triggers when a forum user's profile details change, such as their name, email, title, user groups or profile fields.
- Add to User Group
Adds one or more community members to a user group, identified by their user IDs, usernames or email addresses.
- Create Category
Creates a new category in your Website Toolbox forum.
- Create Topic
Creates a new topic (discussion thread) in your Website Toolbox forum, with its first post written by the member you name.
- Create User
Creates a new member account on your Website Toolbox forum.
- Delete Category
Deletes a forum category from your Website Toolbox community.
- Delete Post
Deletes a post (reply) from your Website Toolbox forum.
- Delete Topic
Deletes a forum topic, along with its posts, from your Website Toolbox community.
- Delete User
Deletes a member from your Website Toolbox forum.
- Find topics by search term
Returns the forum topics whose title contains the search term you enter.
- Get category
Returns a forum category, including its title, description, parent category, privacy and lock settings, and topic and reply counts.
- Get post
Returns a single forum post by its id, including its message, subject, topic, category and author.
- Get topic
Returns a single forum topic by its id, including its subject, category, post and view counts, and whether it is pinned or locked.
- Get user
Returns a single forum member's profile from your Website Toolbox community, looked up by user id.
- List categories
Returns every category in your Website Toolbox forum, with each category's id, title and settings.
- List posts
Returns the posts in your Website Toolbox forum, newest pages fetched until every post is collected.
- List topics
Returns the topics (discussion threads) in your Website Toolbox forum.
- List users
Returns the users registered on your Website Toolbox forum.
- Update category
Updates an existing forum category's title, description, heading, link, parent and visibility settings. Only the fields you fill in are changed.
- Update Post
Updates the text of an existing post in your Website Toolbox forum and returns the updated post.
- Update Topic
Changes an existing forum topic's title or moves it to a different category. Anything left blank stays as it is.
- Update User
Updates a community member's username, email address or password. Fields left blank are not changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
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Questions
Wealthbox CRM and Website Toolbox Community, 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 Website Toolbox Community when something happens in Wealthbox CRM?
Any of Website Toolbox Community's 21 actions, including Create Category, Create Topic, Create User and Update category. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Website Toolbox Community to Wealthbox CRM?
Yes. When something happens in Website Toolbox Community, your agent can act in Wealthbox CRM too. This page covers both directions: Website Toolbox Community's triggers and Wealthbox CRM's actions are listed here as well.
Do I have to build a connector for Wealthbox CRM or Website Toolbox Community?
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 Website Toolbox Community 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.