--- title: "Wealthbox CRM integrations and MCP server - APIANT.ai" description: "Connect Wealthbox CRM to any other app, or use it from your AI client over MCP." canonical: "https://apiant.ai/connections/wealthbox-crm" --- # 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 key [wealthbox.com](https://wealthbox.com/) **5** triggers **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Wealthbox CRM? 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) Popular ## Wealthbox CRM with the apps people pair it with most - [ **HubSpot to Wealthbox CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-wealthbox-crm) - [ **Salesforce to Wealthbox CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-wealthbox-crm) - [ **Slack to Wealthbox CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-wealthbox-crm) - [ **Google Sheets to Wealthbox CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-wealthbox-crm) - [ **Gmail to Wealthbox CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-wealthbox-crm) - [ **Google Calendar to Wealthbox CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-wealthbox-crm) - [ **Google Drive to Wealthbox CRM** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-wealthbox-crm) - [ **Mailchimp to Wealthbox CRM** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-wealthbox-crm) Pair it ## Connect Wealthbox CRM with another app - [ **HubSpot to Wealthbox CRM**](https://apiant.ai/connect/hubspot-to-wealthbox-crm) - [ **Salesforce to Wealthbox CRM**](https://apiant.ai/connect/salesforce-to-wealthbox-crm) - [ **Slack to Wealthbox CRM**](https://apiant.ai/connect/slack-to-wealthbox-crm) - [ **Google Sheets to Wealthbox CRM**](https://apiant.ai/connect/google-sheets-to-wealthbox-crm) - [ **Gmail to Wealthbox CRM**](https://apiant.ai/connect/gmail-to-wealthbox-crm) - [ **Google Calendar to Wealthbox CRM**](https://apiant.ai/connect/google-calendar-to-wealthbox-crm) - [ **Google Drive to Wealthbox CRM**](https://apiant.ai/connect/google-drive-to-wealthbox-crm) - [ **Mailchimp to Wealthbox CRM**](https://apiant.ai/connect/mailchimp-to-wealthbox-crm) - [ **Stripe to Wealthbox CRM**](https://apiant.ai/connect/stripe-to-wealthbox-crm) - [ **Shopify to Wealthbox CRM**](https://apiant.ai/connect/shopify-to-wealthbox-crm) - [ **QuickBooks Online to Wealthbox CRM**](https://apiant.ai/connect/quickbooks-online-to-wealthbox-crm) - [ **Pipedrive to Wealthbox CRM**](https://apiant.ai/connect/pipedrive-to-wealthbox-crm) - [ **ActiveCampaign to Wealthbox CRM**](https://apiant.ai/connect/activecampaign-to-wealthbox-crm) - [ **Notion to Wealthbox CRM**](https://apiant.ai/connect/notion-to-wealthbox-crm) - [ **Airtable to Wealthbox CRM**](https://apiant.ai/connect/airtable-to-wealthbox-crm) - [ **Trello to Wealthbox CRM**](https://apiant.ai/connect/trello-to-wealthbox-crm) - [ **Asana to Wealthbox CRM**](https://apiant.ai/connect/asana-to-wealthbox-crm) - [ **JIRA to Wealthbox CRM**](https://apiant.ai/connect/jira-to-wealthbox-crm) - [ **ClickUp to Wealthbox CRM**](https://apiant.ai/connect/clickup-to-wealthbox-crm) - [ **Wealthbox CRM to Zoom**](https://apiant.ai/connect/wealthbox-crm-to-zoom) - [ **Discord to Wealthbox CRM**](https://apiant.ai/connect/discord-to-wealthbox-crm) - [ **Twilio to Wealthbox CRM**](https://apiant.ai/connect/twilio-to-wealthbox-crm) - [ **SendGrid to Wealthbox CRM**](https://apiant.ai/connect/sendgrid-to-wealthbox-crm) - [ **Outlook to Wealthbox CRM**](https://apiant.ai/connect/outlook-to-wealthbox-crm) - [ **Intercom to Wealthbox CRM**](https://apiant.ai/connect/intercom-to-wealthbox-crm) - [ **Freshdesk to Wealthbox CRM**](https://apiant.ai/connect/freshdesk-to-wealthbox-crm) - [ **Klaviyo to Wealthbox CRM**](https://apiant.ai/connect/klaviyo-to-wealthbox-crm) - [ **Brevo to Wealthbox CRM**](https://apiant.ai/connect/brevo-to-wealthbox-crm) - [ **Typeform to Wealthbox CRM**](https://apiant.ai/connect/typeform-to-wealthbox-crm) - [ **JotForm to Wealthbox CRM**](https://apiant.ai/connect/jotform-to-wealthbox-crm) - [ **Calendly to Wealthbox CRM**](https://apiant.ai/connect/calendly-to-wealthbox-crm) - [ **PandaDoc to Wealthbox CRM**](https://apiant.ai/connect/pandadoc-to-wealthbox-crm) - [ **Wealthbox CRM to Webflow**](https://apiant.ai/connect/wealthbox-crm-to-webflow) - [ **Wealthbox CRM to Wix**](https://apiant.ai/connect/wealthbox-crm-to-wix) - [ **Wealthbox CRM to LinkedIn**](https://apiant.ai/connect/wealthbox-crm-to-linkedin) - [ **Wealthbox CRM to Facebook**](https://apiant.ai/connect/wealthbox-crm-to-facebook) - [ **Instagram to Wealthbox CRM**](https://apiant.ai/connect/instagram-to-wealthbox-crm) - [ **OpenAI to Wealthbox CRM**](https://apiant.ai/connect/openai-to-wealthbox-crm) - [ **Wealthbox CRM to Anthropic**](https://apiant.ai/connect/wealthbox-crm-to-anthropic) - [ **OneDrive to Wealthbox CRM**](https://apiant.ai/connect/onedrive-to-wealthbox-crm) - [ **Google Docs to Wealthbox CRM**](https://apiant.ai/connect/google-docs-to-wealthbox-crm) - [ **Ontraport to Wealthbox CRM**](https://apiant.ai/connect/ontraport-to-wealthbox-crm) - [ **Freshworks CRM to Wealthbox CRM**](https://apiant.ai/connect/freshworks-crm-to-wealthbox-crm) - [ **GoHighLevel to Wealthbox CRM**](https://apiant.ai/connect/gohighlevel-to-wealthbox-crm) - [ **Capsule CRM to Wealthbox CRM**](https://apiant.ai/connect/capsule-crm-to-wealthbox-crm) - [ **Copper to Wealthbox CRM**](https://apiant.ai/connect/copper-to-wealthbox-crm) - [ **Streak to Wealthbox CRM**](https://apiant.ai/connect/streak-to-wealthbox-crm) - [ **NetHunt CRM to Wealthbox CRM**](https://apiant.ai/connect/nethunt-crm-to-wealthbox-crm) - [ **MINDBODY to Wealthbox CRM**](https://apiant.ai/connect/mindbody-to-wealthbox-crm) - [ **Wealthbox CRM to Supabase**](https://apiant.ai/connect/wealthbox-crm-to-supabase) - [ **PostgreSQL to Wealthbox CRM**](https://apiant.ai/connect/postgresql-to-wealthbox-crm) - [ **MySQL to Wealthbox CRM**](https://apiant.ai/connect/mysql-to-wealthbox-crm) - [ **Vercel to Wealthbox CRM**](https://apiant.ai/connect/vercel-to-wealthbox-crm) - [ **Wealthbox CRM to ElevenLabs**](https://apiant.ai/connect/wealthbox-crm-to-elevenlabs) - [ **PagerDuty to Wealthbox CRM**](https://apiant.ai/connect/pagerduty-to-wealthbox-crm) - [ **Wealthbox CRM to Pushover**](https://apiant.ai/connect/wealthbox-crm-to-pushover) - [ **Gravity Forms to Wealthbox CRM**](https://apiant.ai/connect/gravity-forms-to-wealthbox-crm) - [ **HubSpot Enterprise to Wealthbox CRM**](https://apiant.ai/connect/hubspot-enterprise-to-wealthbox-crm) - [ **Google Forms to Wealthbox CRM**](https://apiant.ai/connect/google-forms-to-wealthbox-crm) - [ **Facebook Lead Ads to Wealthbox CRM**](https://apiant.ai/connect/facebook-lead-ads-to-wealthbox-crm) 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. Reviews ## What our customers say 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.