Wealthbox
Claude connectorSearch, update, and manage Wealthbox data from inside Claude
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.
- Tools
- 67
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
Rank by popularity
Rank by trending score
Popularity score
Trending score
In its categories
How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.
Productivity471st of 4,952 by popularity · 353rd of 1,913 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 469 | 11,662 | 20,434 #738 | 11places down | |
| 470 | 11,654 | 12,545 #1320 | 3places down | |
| 471 | WealthboxThis page | 11,652 | 31,344 #353 | 11places down |
| 472 | 11,649 | 27,939 #449 | 19places down | |
| 473 | 11,649 | 19,925 #769 | 22places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 351 | 31,390 | 9,377 #848 | 160places down | |
| 352 |  Tally | 31,348 | 16,381 #85 | 23places down |
| 353 | WealthboxThis page | 31,344 | 11,652 #471 | 83places down |
| 354 | 31,307 | 16,331 #88 | 71places up | |
| 355 | 31,294 | 8,607 #1042 | 146places down |
Financial services155th of 1,227 by popularity · 95th of 531 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 153 | 11,672 | 15,384 #325 | 38places down | |
| 154 | 11,654 | 12,545 #386 | 3places down | |
| 155 | WealthboxThis page | 11,652 | 31,344 #95 | 11places down |
| 156 | 11,649 | 27,939 #124 | 19places down | |
| 157 | 11,623 | 24,807 #152 | 22places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 93 |  Payhawk | 31,466 | 13,270 #89 | 19places down |
| 94 |  Zip | 31,464 | 15,379 #35 | — |
| 95 | WealthboxThis page | 31,344 | 11,652 #155 | 83places down |
| 96 | 31,140 | 16,482 #16 | 27places down | |
| 97 | 30,947 | 12,266 #119 | 286places down |
Tools
- AddRelatedContact
- AddTag
- CreateComment
- CreateContact
- CreateCustomObject
- CreateEvent
- CreateNote
- CreateOpportunity
- CreateProject
- CreateTag
- CreateTask
- CreateWorkflow
- GetContact
- GetCustomFieldValue
- GetCustomObject
- GetCustomObjectType
- GetEvent
- GetMeeting
Show all 67Show fewer
- GetNote
- GetOpportunity
- GetOpportunityPipeline
- GetOpportunityStage
- GetProject
- GetRepeatingTask
- GetTask
- GetUser
- GetWorkflow
- GetWorkflowTemplate
- LinkContactToRecord
- ListComments
- ListContactSources
- ListContactTypes
- ListContacts
- ListCustomFieldOptions
- ListCustomFieldValues
- ListCustomFields
- ListCustomObjectTypes
- ListCustomObjects
- ListEventCategories
- ListEvents
- ListMeetings
- ListNotes
- ListOpportunities
- ListOpportunityPipelines
- ListOpportunityStages
- ListProjects
- ListRepeatingTasks
- ListTags
- ListTaskCategories
- ListTasks
- ListTeams
- ListUsers
- ListWorkflowSteps
- ListWorkflowTemplates
- ListWorkflows
- ListWorkspaces
- SetCustomFieldValue
- UpdateContact
- UpdateCustomObject
- UpdateEvent
- UpdateMeeting
- UpdateNote
- UpdateOpportunity
- UpdateProject
- UpdateTask
- UpdateWorkflow
- UpdateWorkflowStep
- Categories
- Sign-in
- Required
- Connector URL
- https://mcp.crmworkspace.com/mcp
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Acts on
- Contacts & leads, Notes & memory, Tickets & tasks, Events & tickets
- Industry
- Financial services
- Added
- August 21, 2026
- More info
- Sponsorship
- Promote this connector