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.
Productivity458th of 4,005 by popularity · 320th of 1,642 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 456 | 11,448 | 23,003 #551 | 44places down | |
| 457 | 11,443 | 16,963 #827 | 28places down | |
| 458 | WealthboxThis page | 11,429 | 32,685 #320 | 30places down |
| 459 | 11,418 | 1,553 #1639 | 4places up | |
| 460 |  cloud.activepieces.com | 11,417 | 16,622 #851 | 32places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 318 |  Bluedot | 32,740 | 13,158 #271 | 80places down |
| 319 | 32,708 | 15,753 #107 | 76places down | |
| 320 | WealthboxThis page | 32,685 | 11,429 #458 | 201places down |
| 321 |  Patent Bear | 32,656 | 8,243 #1020 | 282places down |
| 322 | 32,510 | 9,145 #821 | 434places down |
Financial services149th of 990 by popularity · 79th of 446 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 147 | 11,448 | 23,003 #152 | 44places down | |
| 148 | 11,431 | 11,299 #352 | 458places up | |
| 149 | WealthboxThis page | 11,429 | 32,685 #79 | 30places down |
| 150 |  TaxAct | 11,406 | 15,157 #280 | 63places down |
| 151 | 11,393 | 62,281 #31 | 118places up |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 77 | 33,220 | 17,845 #6 | 99places down | |
| 78 | 32,912 | 15,821 #22 | 77places down | |
| 79 | WealthboxThis page | 32,685 | 11,429 #149 | 201places down |
| 80 | 32,506 | 9,195 #232 | 226places up | |
| 81 | 32,491 | 10,329 #182 | 56places 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