Best Claude Apps

Wealthbox Claude connector

Search, update, and manage Wealthbox data from inside Claude

Add Wealthbox to Claude

Add to Claude
URL https://mcp.crmworkspace.com/mcp
$ claude mcp add --transport http wealthbox https://mcp.crmworkspace.com/mcp

Needs a Wealthbox account All setup steps

Wealthbox in Claude at a glance

Reads
43 tools
Contacts, custom objects, events and 24 more
Creates & edits
24 tools
Contacts, custom objects, events and 12 more
Deletes
Nothing
No tool name suggests deleting
Acts as
Your account
Claude works through your own Wealthbox sign-in

Counts come from the tool names in the official listing. See every tool

How a request travels Illustration, not a screenshot

  1. 1 · You ask

    “Create a Wealthbox contact for [what it is about].”

  2. 2 · Claude calls

    CreateContact

    Adds a new contact

  3. 3 · Server runs it

    mcp.crmworkspace.com

    As your Wealthbox account

  4. 4 · Answer

    Reply in the chat

    Write tools can be set to ask you first

The prompt is our example and the tool is one from Wealthbox’s list. Claude chooses tools itself, so real calls can differ.

Works in Claude on the web Claude Desktop Claude mobile apps Claude Code Other remote MCP clients

How to add Wealthbox to Claude

Wealthbox docs

Claude app web · desktop · mobile

  1. 1 Click Add to Claude or open Settings → Connectors and search for Wealthbox.
  2. 2 Click Connect. Sign in to Wealthbox and approve access.
  3. 3 In a chat, check Wealthbox is on in the tools menu under the message box. Then ask.

On Team and Enterprise plans an owner may need to allow it first.

Claude Code terminal

  1. 1
    Add the server: 
    claude mcp add --transport http wealthbox https://mcp.crmworkspace.com/mcp
    Add --scope user to use it in every project.
  2. 2 Run /mcp, pick wealthbox and sign in.
  3. 3 Check with claude mcp list.

Custom connector or any MCP client

In Claude: Settings → Connectors → Add custom connector. Other clients that support remote (streamable HTTP) servers take the same URL.

Wealthbox MCP server URL

https://mcp.crmworkspace.com/mcp

Wealthbox MCP tools

67

43 read, 24 write. None of them delete anything. The official listing gives tool names only, so the text beside each name is our summary of it, not the developer’s wording.

  • Workspace 1 tool

    • ListWorkspaces Pulls up a list of workspace (our summary)
    • None

  • Contacts 4 tools

    • GetContact Opens one contact with its details (our summary)
    • ListContacts Pulls up a list of contacts (our summary)
    • CreateContact Writes Adds a new contact (our summary)
    • UpdateContact Writes Edits an existing contact (our summary)

  • Custom objects 4 tools

    • GetCustomObject Opens one custom object with its details (our summary)
    • ListCustomObjects Pulls up a list of custom objects (our summary)
    • CreateCustomObject Writes Adds a new custom object (our summary)
    • UpdateCustomObject Writes Edits an existing custom object (our summary)

  • Events 4 tools

    • GetEvent Opens one event with its details (our summary)
    • ListEvents Pulls up a list of events (our summary)
    • CreateEvent Writes Adds a new event (our summary)
    • UpdateEvent Writes Edits an existing event (our summary)
Show 25 more groups · 54 tools, 18 that change data · notes, opportunities, projects, tasks, workflows, custom field values, meetings, tags, comments, workflow steps, contact records, related contacts, custom object types, opportunity pipelines, opportunity stages, repeating tasks, users, workflow templates, contact sources, contact types, custom field options, custom fields, event categories, task categories, teams

  • Notes 4 tools

    • GetNote Opens one note with its details (our summary)
    • ListNotes Pulls up a list of notes (our summary)
    • CreateNote Writes Adds a new note (our summary)
    • UpdateNote Writes Edits an existing note (our summary)

  • Opportunities 4 tools

    • GetOpportunity Opens one opportunity with its details (our summary)
    • ListOpportunities Pulls up a list of opportunities (our summary)
    • CreateOpportunity Writes Adds a new opportunity (our summary)
    • UpdateOpportunity Writes Edits an existing opportunity (our summary)

  • Projects 4 tools

    • GetProject Opens one project with its details (our summary)
    • ListProjects Pulls up a list of projects (our summary)
    • CreateProject Writes Adds a new project (our summary)
    • UpdateProject Writes Edits an existing project (our summary)

  • Tasks 4 tools

    • GetTask Opens one task with its details (our summary)
    • ListTasks Pulls up a list of tasks (our summary)
    • CreateTask Writes Adds a new task (our summary)
    • UpdateTask Writes Edits an existing task (our summary)

  • Workflows 4 tools

    • GetWorkflow Opens one workflow with its details (our summary)
    • ListWorkflows Pulls up a list of workflows (our summary)
    • CreateWorkflow Writes Adds a new workflow (our summary)
    • UpdateWorkflow Writes Edits an existing workflow (our summary)

  • Custom field values 3 tools

    • GetCustomFieldValue Opens one custom field value with its details (our summary)
    • ListCustomFieldValues Pulls up a list of custom field values (our summary)
    • SetCustomFieldValue Writes Edits an existing custom field value (our summary)

  • Meetings 3 tools

    • GetMeeting Opens one meeting with its details (our summary)
    • ListMeetings Pulls up a list of meetings (our summary)
    • UpdateMeeting Writes Edits an existing meeting (our summary)

  • Tags 3 tools

    • ListTags Pulls up a list of tags (our summary)
    • AddTag Writes Adds a new tag (our summary)
    • CreateTag Writes Adds a new tag (our summary)

  • Comments 2 tools

    • ListComments Pulls up a list of comments (our summary)
    • CreateComment Writes Adds a new comment (our summary)

  • Workflow steps 2 tools

    • ListWorkflowSteps Pulls up a list of workflow steps (our summary)
    • UpdateWorkflowStep Writes Edits an existing workflow step (our summary)

  • Contact records 1 tool

    • No read tools
    • LinkContactToRecord Writes Links a contact record (our summary)

  • Related contacts 1 tool

    • No read tools
    • AddRelatedContact Writes Adds a new related contact (our summary)

  • Custom object types 2 tools

    • GetCustomObjectType Opens one custom object type with its details (our summary)
    • ListCustomObjectTypes Pulls up a list of custom object types (our summary)
    • None

  • Opportunity pipelines 2 tools

    • GetOpportunityPipeline Opens one opportunity pipeline with its details (our summary)
    • ListOpportunityPipelines Pulls up a list of opportunity pipelines (our summary)
    • None

  • Opportunity stages 2 tools

    • GetOpportunityStage Opens one opportunity stage with its details (our summary)
    • ListOpportunityStages Pulls up a list of opportunity stages (our summary)
    • None

  • Repeating tasks 2 tools

    • GetRepeatingTask Opens one repeating task with its details (our summary)
    • ListRepeatingTasks Pulls up a list of repeating tasks (our summary)
    • None

  • Users 2 tools

    • GetUser Opens one user with its details (our summary)
    • ListUsers Pulls up a list of users (our summary)
    • None

  • Workflow templates 2 tools

    • GetWorkflowTemplate Opens one workflow template with its details (our summary)
    • ListWorkflowTemplates Pulls up a list of workflow templates (our summary)
    • None

  • Contact sources 1 tool

    • ListContactSources Pulls up a list of contact sources (our summary)
    • None

  • Contact types 1 tool

    • ListContactTypes Pulls up a list of contact types (our summary)
    • None

  • Custom field options 1 tool

    • ListCustomFieldOptions Pulls up a list of custom field options (our summary)
    • None

  • Custom fields 1 tool

    • ListCustomFields Pulls up a list of custom fields (our summary)
    • None

  • Event categories 1 tool

    • ListEventCategories Pulls up a list of event categories (our summary)
    • None

  • Task categories 1 tool

    • ListTaskCategories Pulls up a list of task categories (our summary)
    • None

  • Teams 1 tool

    • ListTeams Pulls up a list of teams (our summary)
    • None

Read or write is our reading of each name. List checked 2026-10-20; developers can change tools at any time.

Things to ask Claude with Wealthbox

Our suggestions, one for each kind of tool Wealthbox offers. Not from Wealthbox or Anthropic. Fill in the [brackets].

  • Create a Wealthbox contact for [what it is about].

    uses CreateContact

  • Update the Wealthbox contact [name or link]: [what to change].

    uses UpdateContact

  • Turn these notes into Wealthbox contacts, one per action item: [paste notes].

    uses CreateContact

  • Open the Wealthbox contact [name or link] and give me the key points.

    uses GetContact

  • Create a Wealthbox custom object for [what it is about].

    uses CreateCustomObject

  • List the Wealthbox contacts and give me a short overview.

    uses ListContacts

Security and access

Where requests go, whose account Claude uses, and what you control.

Server

mcp.crmworkspace.com

A different domain from the developer site (wealthbox.com). Claude sends requests here when it uses a tool.

Account

Your own Wealthbox account

You sign in when you connect. Claude works through that account, so it reaches what the account can reach.

Control

You approve write tools

In Claude’s connector settings you can choose, tool by tool, whether Claude must ask before using it. Write tools are marked in the list above. See write tools

Policy

Privacy policy

Published by Wealthbox and linked from the official listing. Read it ↗

Anthropic’s directory notes that it does not control which tools a developer exposes and cannot guarantee they work as intended or stay the same. Connect connectors you trust.

Reviews

No reviews yet. Used Wealthbox with Claude? Tell others how it went.

Honest reviews only. We never pay for or edit ratings.

    Questions people ask

    What does the Wealthbox connector do in 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.

    Is the Wealthbox connector official?

    It is made by Wealthbox and carries the Anthropic verified mark in Anthropic’s directory. This site is independent and lists it from the official directory.

    What is the Wealthbox MCP server URL?

    https://mcp.crmworkspace.com/mcp. It is a remote MCP server hosted at mcp.crmworkspace.com. Paste it into Claude as a custom connector, or add it to Claude Code with: claude mcp add --transport http wealthbox https://mcp.crmworkspace.com/mcp

    How do I add Wealthbox to Claude Code?

    Run "claude mcp add --transport http wealthbox https://mcp.crmworkspace.com/mcp" in your terminal, then start Claude Code, type /mcp, choose wealthbox and sign in to Wealthbox. Add "--scope user" to make it available in every project.

    Do I need a Wealthbox account?

    Yes. You sign in to Wealthbox when you connect it, and Claude works through that account.

    Can Claude change or delete my Wealthbox data?

    Judging by tool names, 24 of its 67 tools can change data and none of them delete anything. The other 43 only read. In Claude you can choose, per tool, whether Claude must ask before using it.

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