Wealthbox (Claude)
Search, update, and manage Wealthbox data from inside Claude
Wealthbox is a CRM built for financial advisors and wealth management firms. This connector brings your Wealthbox data directly into Claude. Search and update contacts, review and add notes, and track opportunities across your pipeline. Manage projects and workflow templates, and look up or create tasks. Check calendar events and meetings tied to any client. Work with the custom objects and custom fields specific to your firm, add comments and tags to keep records organized, link related contacts together, and look up users, teams, and workspaces across your organization. Built for financial advisors, enterprise RIA firms, and broker-dealers already running client relationships in Wealthbox. Ask Claude to prep for a client meeting, follow up on a deal, or update a record, and it works directly against your live CRM data.
Features
Category
Open the Claude listing: https://claude.com/marketplace/connectors/wealthbox. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://mcp.crmworkspace.com/mcp. Sign-in: Required. Publisher documentation: https://help.wealthbox.com/hc/en-us/articles/55673130841371-Connect-Wealthbox-to-Claude. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.
AddRelatedContact
AddTag
CreateComment
CreateContact
CreateCustomObject
CreateEvent
CreateNote
CreateOpportunity
CreateProject
CreateTag
CreateTask
CreateWorkflow
GetContact
GetCustomFieldValue
GetCustomObject
GetCustomObjectType
GetEvent
GetMeeting
GetNote
GetOpportunity
GetOpportunityPipeline
GetOpportunityStage
GetProject
GetRepeatingTask
GetTask
GetUser
GetWorkflow
GetWorkflowTemplate
LinkContactToRecord
ListComments
ListContactSources
ListContactTypes
ListContacts
ListCustomFieldOptions
ListCustomFieldValues
ListCustomFields
ListCustomObjectTypes
ListCustomObjects
ListEventCategories
ListEvents
ListMeetings
ListNotes
ListOpportunities
ListOpportunityPipelines
ListOpportunityStages
ListProjects
ListRepeatingTasks
ListTags
ListTaskCategories
ListTasks
ListTeams
ListUsers
ListWorkflowSteps
ListWorkflowTemplates
ListWorkflows
ListWorkspaces
SetCustomFieldValue
UpdateContact
UpdateCustomObject
UpdateEvent
UpdateMeeting
UpdateNote
UpdateOpportunity
UpdateProject
UpdateTask
UpdateWorkflow
UpdateWorkflowStep
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