Integration & MCP for Wealthbox
Integrate and automate your Wealthbox workflows across 2,580 tools. Take full control—use your favorite LLM to orchestrate Wealthbox and make your data and tools truly work for you, not the other way around.
CRM and Sales tools
Boost Wealth Management with Wealthbox MCP Integration
Integrating Wealthbox via MCP with Boost.Space eliminates operational barriers by automating workflows and organizing data, thereby empowering financial advisors in managing client interactions efficiently. This seamless integration centralizes business operations and streamlines client management processes, positioning the business for true AI-readiness and enhanced performance.
Supported MCP tools
Connect insights. Empower action. With MCP, Wealthbox becomes the engine for truly collaborative work.
Can play scenarios
Can list scenarios
So you can execute these actions with Wealthbox MCP:
Add a member to a household
Adds a member to the household.
Complete a workflow step
Completes a workflow step.
Create a contact
Creates a new contact.
Create an event
Creates a new event.
Create a note
Creates a new note.
Create an opportunity
Creates a new opportunity.
Create a project
Creates a new project.
Create a task
Creates a new task.
Create a workflow
Creates a new workflow.
Delete a contact
Deletes a specific contact using its unique identifier.
Delete an event
Deletes an existing event from your account (workspace).
Delete a member from a household
Removes a member from a household.
Delete an opportunity
Deletes an existing opportunity from your account (workspace).
Delete a project
Deletes an existing project from your account (workspace).
Delete a task
Deletes an existing task from your account (workspace).
Get a contact
Retrieves a specific contact using its unique identifier.
Get an event
Retrieves a specific event using its unique identifier.
Get a note
Retrieves a specific note using its unique identifier.
Get an opportunity
Retrieves a specific opportunity using its unique identifier.
Get a project
Retrieves a specific project using its unique identifier.
Get a task
Retrieves a specific task using its unique identifier.
Get a workflow
Retrieves a specific workflow using its unique identifier.
Make an api call
Performs an arbitrary authorized API call.
Revert a workflow step
Reverts a workflow step.
Update a contact
Updates a specific contact using its unique identifier.
Update an event
Updates an existing event with new properties.
Update a note
Updates an existing note with new properties.
Update an opportunity
Updates an existing opportunity with new properties.
Update a project
Updates an existing project with new properties.
Update a task
Updates an existing task with new properties.
Update a workflow
Updates an existing workflow with new properties.
List custom fields
Fetches every custom field in the authenticated user’s account (workspace).
List members of a customizable category
Fetches every instance of the specified category name which are owned by the account (workspace) of the user authenticated with the API.
Search opportunities
Searches for opportunities or fetches all of the opportunities that are accessible by the user.
Search comments
Searches for comments or fetches all of the comments that are accessible by the user.
Search contacts
Searches for contacts or retrieves them all.
Search events
Searches for events or fetches all of the events that are accessible by the user.
Search notes
Searches for notes or fetches all of the notes that are accessible by the user.
List projects
Fetches all of the projects that are accessible by the user.
Search tasks
Searches for tasks or fetches all of the tasks that are accessible by the user.
Search workflows
Searches for workflows or fetches all of the workflows that are accessible by the user.
List workflow templates
Fetches all of the workflow templates that are accessible by the user.
How to use MCP with Wealthbox
Create scenario with on-demand trigger
Generate your MCP API Key
Insert MCP API Key in your favourite LLM in instructions
Boost.space MCP enhances the functionality of Wealthbox by offering seamless integration with thousands of other applications, thus creating a unified platform for financial advisors. This integration automates client management workflows, allowing advisors to focus more on personalized client interactions. For example, data such as client interactions and communication history are automatically synchronized, enabling comprehensive tracking and streamlined reporting. Automated actions like data entry, task assignment, and follow-up reminders are executed with precision, minimizing manual effort. The AI-powered insights provided by Boost.space help identify client engagement patterns and optimize advisory strategies. This centralization not only improves data organization but also ensures that customer management processes are more efficient and effective. By leveraging these advanced tools, advisors can enhance their productivity and deliver superior client service.
