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Wealthbox MCP server

Give your AI assistant 11 tools it can call in Wealthbox, over one server URL.

Wealthbox is not a separate install. One Activepieces MCP server exposes it alongside 760+ other apps, behind a single URL.

Start building See the Wealthbox integration
Tools
11
Works with
Any MCP client
Auth
API key
License
MIT, open source
Updated
August 2026

About the Wealthbox MCP server

Connect Wealthbox once in Activepieces and every action it ships becomes a tool your assistant can call, behind the same server URL as the rest of your apps. Your agent reaches Wealthbox and 760+ other apps over a single connection, on our cloud or a self-hosted install.

Tools

Wealthbox tools your AI can run

Once connected, your assistant can call any of these Wealthbox actions by asking in plain language.

  • Create Contact

    Adds a new contact with rich details (name, address, email, tags, etc.)

    30 fields

  • Create Note

    Adds a note linked to a contact. Log call summaries against client records.

    4 fields

  • Create Project

    Starts a new project with description and organizer. Launch project-based onboarding when new clients sign up.

    5 fields

  • Add Member to Household

    Adds a member to an existing household. Link multiple contacts under one family unit.

    3 fields

  • Create Household

    Creates a household record with emails, tags. Group family member contacts into one household.

    18 fields

  • Create Event

    Creates a calendar event linked to contact. Schedule advisory meetings on behalf of clients.

    14 fields

  • Create Opportunity

    Logs an opportunity including stage, close date, amount. Automate opportunity tracking after meetings.

    12 fields

  • Create Task

    Creates tasks tied to contacts with due dates and assignment types. Assign follow-up actions when opportunities are created.

    12 fields

  • Start Workflow

    Triggers a workflow template on a contact/project/opportunity. Automate multi-step sequences based on CRM events.

    7 fields

  • Find Contact

    Locate a contact by name, email, phone, or advanced filters. Comprehensive contact search with dynamic filtering options.

    16 fields

  • Find Task

    Finds existing tasks using comprehensive search filters. Search by assignment, resource, completion status, and date ranges.

    12 fields

Triggers

Wealthbox events your agent can watch

These start a run the moment something happens in Wealthbox, so work gets picked up on its own.

  • New Task

    Fires when a new task is created

    6 fields

  • New Contact

    Fires when a new contact is created

    7 fields

  • New Event

    Fires when a new event is created

    6 fields

  • New Opportunity

    Fires when a new opportunity is created

    9 fields

Give your assistant Wealthbox

Connect Wealthbox once and every tool above is callable from Claude, Cursor or any MCP client, behind the same server URL as 760+ other apps. Free to start.

Get your server URLTalk to sales

Wealthbox MCP, answered.

No. That is the point of it. One Activepieces server exposes Wealthbox alongside every other piece you connect, so your client keeps a single connection.

Yes. Activepieces is open source and free to start, and the MCP server is included on every plan, from the free cloud tier to any self-hosted deployment.

Connect Wealthbox in Activepieces, enable the server under Settings → MCP Server, then paste your server URL into your client config. It authenticates over OAuth on first use.

It can call 11 tools, including Create Contact, Create Note, Create Project, and chain them with steps in other apps inside the same run.

Connections use OAuth2 with limited scopes and are stored under 256-bit encryption, with no API to read them back, so an agent gets scoped access rather than your keys.

Guides using Wealthbox

Wealthbox automation Read our quick guide on Wealthbox automation. Discover how it works, explore common use cases, and learn how Activepieces can help.