Wealthbox MCP

Use Wealthbox with Claude Desktop, Cursor, or Windsurf to let AI read, act, and automate — no code required.

How to use this MCP

Get your MCP URL and install it in Claude Desktop, Cursor, or Windsurf.

Ask your AI assistant to read emails, manage your calendar, and more.

Fires when a new task is created

Fires when a new contact is created

Fires when a new event is created

Fires when a new opportunity is created

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

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

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

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

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

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

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

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

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

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

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

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