Wealthbox

Finance and Trading · by Wealthbox · Verified

Connector Search, update, and manage Wealthbox data from inside Claude

Install

In Claude, open Settings, then Connectors.
Find Wealthbox in the directory, or choose Add custom connector and paste the URL below.
Sign in to Wealthbox and review what it asks to reach.

Connector URL

https://mcp.crmworkspace.com/mcp

Claude Code

claude mcp add --transport http wealthbox https://mcp.crmworkspace.com/mcp

Run in a terminal, then run /mcp in Claude Code to sign in.

Add in Claude Open on claude.com

About

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

AddRelatedContact
AddTag
CreateComment
CreateContact
CreateCustomObject
CreateEvent
CreateNote
CreateOpportunity
CreateProject
CreateTag
CreateTask
CreateWorkflow
GetContact
GetCustomFieldValue
GetCustomObject
GetCustomObjectType
GetEvent
GetMeeting
GetNote
GetOpportunity
GetOpportunityPipeline
GetOpportunityStage
GetProject
GetRepeatingTask

24 of 67 tools. claude.com lists the rest. The maker decides what the tools do and can change them. Add connectors only from makers you trust.

From the maker

Facts

Kind: Connector
Category: Finance and Trading
Made by: Wealthbox
Runs: Remote server
Works in: Claude, Claude API, Claude Code, Claude Desktop
Sign-in: Required
Added: 2026-08-21
Source: Verified