App

Wealthbox CRM integrations

Connect Wealthbox CRM to any other app, or use it from your AI client over MCP. Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Connects with an API keywealthbox.com

5 triggers 10 actions

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 to automate with Wealthbox CRM?

Ask the assistant

Connect your AI client

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

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

Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide

Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide

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

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

Popular

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Pair it

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What your agent can do with Wealthbox CRM

Triggers and actions 5 triggers · 10 actions

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 Opportunity
Triggered when a new opportunity is created in Wealthbox.
Trigger
New Project
Triggered when a new project 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
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.

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Questions

Wealthbox CRM, answered

Is there a Wealthbox CRM MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Wealthbox CRM. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Wealthbox CRM actions on demand, or have APIANT build, test and run automations that use Wealthbox CRM. Nothing to install.

What can start an automation from Wealthbox CRM?

Any of Wealthbox CRM's 5 triggers in the catalog, including New Contact, New Event, New Opportunity and New Project. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Wealthbox CRM?

Any of Wealthbox CRM's 10 actions, including Create Household, Add Member to Household, Find Contact and Get contact. Your agent maps the data both ways and tests every scenario before it ships.

Can I use Wealthbox CRM directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Wealthbox CRM two ways. Ask it to do something in Wealthbox CRM 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 on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the Wealthbox CRM API?

No. APIANT connects to the Wealthbox CRM API for you, with your Wealthbox CRM API key. Describe what you want in plain language and your agent builds it on the Wealthbox CRM triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Wealthbox CRM API documentation and adds it.

Which apps can Wealthbox CRM connect to?

Any app in the catalog; the list on this page pairs Wealthbox CRM with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.