Integration

Wealthbox integration

Wealthbox is a CRM for financial advisors. Create, read, update and delete contacts (people, households, organizations and trusts), tasks, events, opportunities and projects; create, read and update notes; start workflows from templates, complete or revert their steps and delete workflows; add and remove household members; read the activity stream and comments; and list users, teams, user groups, tags, custom fields, contact roles and customizable categories. Authentication is a personal API access token, created on the API access token settings page of Wealthbox and sent in the ACCESS_TOKEN header; every call acts in the account (workspace) of the token's user.

Connect Wealthbox How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Wealthbox.Built from the 48 Wealthbox tools below, on the connection you add once.

What you can do with Wealthbox

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Contact, 5 operations

create_contactCreate contactPOSTCreates a contact (person, household, organization or trust) with names, contact details, addresses, tags, household, financial profile, important dates, custom fields and contact roles. Returns the contact.
delete_contactDelete contactDELETEDeletes a contact from the account (workspace); it is no longer available afterwards. Returns the deleted contact.
get_contactGet contactGETReturns one contact with every attribute: names, emails, phones, addresses, websites, tags, household and members, financial profile, important dates, custom fields and contact roles.
list_contactsList contactsGETLists contacts (people, households, organizations, trusts), 25 per page by default. Filter by name, email, phone, contact type, tags, active flag, household title, external id or update window; deleted ones on request.
update_contactUpdate contactPUTChanges a contact; any attribute create_contact accepts may be sent and only the attributes sent change. Returns the updated contact.

Event, 5 operations

create_eventCreate eventPOSTCreates a calendar event with title, start and end, location, description, state, category, linked contacts, invitees (users or contacts) and custom fields. Returns the event.
delete_eventDelete eventDELETEDeletes an event from the account (workspace); it is no longer available afterwards. Returns the deleted event.
get_eventGet eventGETReturns one event with its times, location, state, category, linked records, invitees and custom fields.
list_eventsList eventsGETLists calendar events, 25 per page by default. Filter by linked record, start date range or update window, and choose the order.
update_eventUpdate eventPUTUpdates an event (title, start and end are required) with its location, description, state, category, linked records, invitees and custom fields. Returns the updated event.

Opportunity, 5 operations

create_opportunityCreate opportunityPOSTCreates a sales opportunity with name, stage, probability, target close date, amounts, manager, next step, linked records and custom fields. Returns the opportunity.
delete_opportunityDelete opportunityDELETEDeletes an opportunity from the account (workspace); it is no longer available afterwards. Returns the deleted opportunity.
get_opportunityGet opportunityGETReturns one opportunity with its stage, probability, target close, amounts, manager, next step, linked records and custom fields.
list_opportunitiesList opportunitiesGETLists sales opportunities, 25 per page by default. Filter by linked record or update window; include_closed adds closed ones.
update_opportunityUpdate opportunityPUTUpdates an opportunity (name, target close date, probability, stage and amounts are required) with its description, manager, next step, linked records and custom fields. Returns the updated opportunity.

Project, 5 operations

create_projectCreate projectPOSTCreates a project with a name, description, organizer, visibility and custom fields. Returns the project.
delete_projectDelete projectDELETEDeletes a project from the account (workspace); it is no longer available afterwards. Returns the deleted project.
get_projectGet projectGETReturns one project with its description, organizer, visibility and custom fields.
list_projectsList projectsGETLists projects, 25 per page by default; filter by update window.
update_projectUpdate projectPUTUpdates a project (name and description are required) with its organizer, visibility and custom fields. Returns the updated project.

Task, 5 operations

create_taskCreate taskPOSTCreates a task with a name and due date, assigned to a user (assigned_to) or a team (assigned_to_team), with category, priority, linked records, subtasks and custom fields. Returns the task.
delete_taskDelete taskDELETEDeletes a task from the account (workspace); it is no longer available afterwards. Returns the deleted task.
get_taskGet taskGETReturns one task with its due date, completion, category, priority, assignee, linked records, subtasks and custom fields.
list_tasksList tasksGETLists tasks (subtasks of parent tasks included), 25 per page by default; completed true adds completed ones. Filter by linked record, assignee user or team, creator, task type (parents or subtasks) or update window.
update_taskUpdate taskPUTUpdates a task (name and due date are required) and can reassign it to a user (assigned_to) or a team (assigned_to_team). Returns the updated task.

Note, 4 operations

create_noteCreate notePOSTCreates a note with its content, linked records (for example a contact), visibility and tags. Returns the note.
get_noteGet noteGETReturns one note with its content, linked records, visibility and tags.
list_notesList notesGETLists notes, returned in status_updates, 25 per page by default. Filter by linked record or update window and choose the order.
update_noteUpdate notePUTUpdates a note's content (required), linked records, visibility and tags. Returns the updated note.

Workflow, 4 operations

create_workflowCreate workflowPOSTStarts a workflow from a workflow template, linked to a record (for example a contact), with an optional label, start time and milestone dates. Returns the workflow with its steps.
delete_workflowDelete workflowDELETEDeletes a workflow from the account (workspace); it is no longer available afterwards. Returns the deleted workflow.
get_workflowGet workflowGETReturns one workflow with its template, linked record, start time, milestones and steps (assignees, due dates, priority, outcomes and subtasks).
list_workflowsList workflowsGETLists workflows (processes started from workflow templates), 25 per page by default, with their steps. Filter by linked record, status (active, completed or scheduled) or update window.

Member, 2 operations

add_household_memberAdd household memberPOSTAdds a contact to a household with a title (Head, Spouse, Partner, Child...). Returns the household with its members.
remove_household_memberRemove household memberDELETERemoves a contact from a household. Returns the household with its members.

Workflow template, 2 operations

get_workflow_templateGet workflow templateGETReturns one workflow template with its steps, milestones and settings.
list_workflow_templatesList workflow templatesGETLists the workflow templates, 25 per page by default, with their steps and milestones. A template id is what create_workflow takes.

Activity, 1 operation

list_activityList activityGETReturns the activity stream: items (notes, calls, emails, tasks, events, workflow steps...) with their text and linked record. Filter by contact, linked record type or update window; page with cursor.

Category, 1 operation

list_category_membersList category membersGETLists the members of one customizable category, for example contact_types, task_categories, event_categories, opportunity_stages or phone_types; the answer holds them under that category name.

Comment, 1 operation

list_commentsList commentsGETLists the comments on one record (resource_id and resource_type), 25 per page by default; filter by update window.

Contact role, 1 operation

list_contact_rolesList contact rolesGETLists the contact roles of the account with their assignable options; use the role and option ids in contact_roles when creating or updating a contact.

Custom field, 1 operation

list_custom_fieldsList custom fieldsGETLists the custom fields of the account with their field type and, for select fields, their options; document_type narrows to contacts, opportunities, projects, tasks, events or others.

Me, 1 operation

get_meGet meGETReturns the login profile behind the access token: name, email, plan, the current user and account (workspace) every call acts in, and the accounts and users of the profile.

Step, 1 operation

update_workflow_stepUpdate workflow stepPUTCompletes a workflow step (complete true, optionally with a workflow_outcome_id) or reverts a completed one (revert true). Returns the step with its outcomes and due date.

Tag, 1 operation

list_tagsList tagsGETLists the tags of the account, for contacts or notes (document_type).

Team, 1 operation

list_teamsList teamsGETLists the teams of the account with their members; a team id is what assigned_to_team takes.

User, 1 operation

list_usersList usersGETLists the users of the account, active ones by default (status filters invited, inactive, legacy or all). A user id is what assigned_to takes.

User group, 1 operation

list_user_groupsList user groupsGETLists the user groups of the account; a group id can be given as visible_to.

Use Wealthbox from Claude Code, Cursor or Codex

Connect Wealthbox in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Wealthbox operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Wealthbox

Create your workspace
Sign up free. Nothing to install.
Connect Wealthbox once
Add your Wealthbox connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.