Wealthbox
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.
Connection details
Remote endpoint
Official status unknownTransport not established · Authentication not established
https://mcp.crmworkspace.com/mcpUse the source documentation for installation instructions. No command has been inferred.
Connection source and version
Reported by
Claude connector directory
67 tool names reported
Source-declared tools. Availability can depend on the connection and permissions; these are not runtime test results.
Claude connector directory ↗ · Observed 2026-11-01 · Completeness not established
AddRelatedContactAddTagCreateCommentCreateContactCreateCustomObjectCreateEventCreateNoteCreateOpportunityCreateProjectCreateTagCreateTaskCreateWorkflowGetContactGetCustomFieldValueGetCustomObjectGetCustomObjectTypeGetEventGetMeetingGetNoteGetOpportunityGetOpportunityPipelineGetOpportunityStageGetProjectGetRepeatingTaskGetTaskGetUserGetWorkflowGetWorkflowTemplateLinkContactToRecordListCommentsListContactSourcesListContactTypesListContactsListCustomFieldOptionsListCustomFieldValuesListCustomFieldsListCustomObjectTypesListCustomObjectsListEventCategoriesListEventsListMeetingsListNotesListOpportunitiesListOpportunityPipelinesListOpportunityStagesListProjectsListRepeatingTasksListTagsListTaskCategoriesListTasksListTeamsListUsersListWorkflowStepsListWorkflowTemplatesListWorkflowsListWorkspacesSetCustomFieldValueUpdateContactUpdateCustomObjectUpdateEventUpdateMeetingUpdateNoteUpdateOpportunityUpdateProjectUpdateTaskUpdateWorkflowUpdateWorkflowStep
Sources and provenance
- Claude connector directoryClaude tier: partner · Observed
Grouping basis: endpoint. Exact endpoints or package sets can be grouped automatically; other relationships require evidence review. This does not verify publisher affiliation, connection health, or equivalent capabilities.