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Wealthbox

Connect Wealthbox once and hand every teammate a governed MCP endpoint with 50 tools ready to call from Claude, ChatGPT, Cursor, or any MCP client, inside the same permissions they already have, with every call checked and logged.

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Wealthbox

Automations & dashboards

From answering questions to doing the work

A person no longer has to ask. A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations and live dashboards ship on the Black plan.

Automations

Put Wealthbox work on a schedule.

A trigger starts a sequence of steps: call a Wealthbox tool, transform the result, branch, wait, and ask a person when it matters.

Wealthbox digest

Run 418 · started 2 minutes ago · on behalf of Emma Laurent

  1. ✓

    Schedule

    Every weekday at 08:00

    0.2s
  2. ✓

    Fetch contacts

    Wealthbox

    1.4s
  3. ✓

    Group by owner

    Transform

    0.1s
  4. ✓

    Draft the digest

    Agent step

    Ran with 4 tools, returned a structured summary

    6.2s

  5. Approve the digest

    Needs approval

    Assigned to Michael Brennan

    Approve

  6. Post the digest

    Wealthbox

    Queued

Collections and dashboards

Report on Wealthbox without asking.

Collections hold your own data, written by an automation and read by a dashboard that refreshes on a schedule.

Wealthbox health

Refreshed 4 minutes ago · every 15 minutes · from the contacts collection

Live

Contacts

1,284 ↓ 12%

Events

96 ↓ 8%

Needs attention

3 ↑ 2

Updated this week

412 ↑ 9%

Contacts created

Last 14 days

By workspace

Share of activity

Engineering 34%

Product 27%

Support 21%

Sales 18%

AI tools

Wealthbox tools for your AI agents

50 tools are ready to call through Elaichi's MCP endpoint the moment you connect Wealthbox, governed by the same roles, restrictions, and audit log as everything else in Elaichi.

list_all_wealthbox_me

Get login profile information for the authenticated Wealthbox user. Returns: id, name, first_name, last_name, email, plan, created_at, updated_at, current_user (with id, email, name, account, and status), accounts (array of workspaces), and users (array of associated account users).

list_all_wealthbox_users

List users in the authenticated Wealthbox workspace. Optionally filter by status.

list_all_wealthbox_teams

List all teams in Wealthbox. Returns a collection of team records including each team's id and name.

list_all_wealthbox_user_groups

List all user groups in Wealthbox associated with the authenticated account (workspace). Returns: id, name, user (the associated user ID for 'Only Me' groups, null for all others), and members (array of user IDs belonging to the group).

list_all_wealthbox_activity_stream

List activity stream events from Wealthbox. Returns event objects with fields that vary by event type; consult the Wealthbox upstream docs for a full field-level breakdown.

list_all_wealthbox_categories

List members of a customizable category in Wealthbox. Required: category_type path segment (e.g. lead_source).

list_all_wealthbox_comments

List all comments in Wealthbox. Returns a collection of comment objects; each record includes at least id and comment-specific attributes. No required parameters.

list_all_wealthbox_contact_roles

List all contact roles in Wealthbox via /v1/categories/contact_roles. Returns: id, name.

list_all_wealthbox_contacts

List all contacts in Wealthbox. Supports filtering by name, email, phone, tags, active status, and update timestamps.

create_a_wealthbox_contact

Create a new contact in Wealthbox. Requires first_name and last_name.

get_single_wealthbox_contact_by_id

Retrieve an existing Wealthbox contact by id. Returns full contact attributes.

update_a_wealthbox_contact_by_id

Update an existing Wealthbox contact by id. All body fields are optional.

delete_a_wealthbox_contact_by_id

Delete an existing Wealthbox contact by id. Returns an empty 204 response on success. Required: id.

list_all_wealthbox_custom_fields

List all custom fields in Wealthbox. Optionally filter by document_type.

list_all_wealthbox_events

List all events in Wealthbox. Returns: id.

create_a_wealthbox_event

Create a new event in Wealthbox. Returns: id.

get_single_wealthbox_event_by_id

Retrieve a single Wealthbox event by id. Returns: id. Required: id.

update_a_wealthbox_event_by_id

Update an existing Wealthbox event by id. Returns: id. Required: id.

delete_a_wealthbox_event_by_id

Delete a Wealthbox event by id. Returns an empty 204 response on success. Required: id.

create_a_wealthbox_household_member

Add a contact member to a Wealthbox household. Required: household_id, id (contact), title.

delete_a_wealthbox_household_member_by_id

Delete a member from a Wealthbox household by id. Returns an empty 204 response on success. Required: household_id, id.

list_all_wealthbox_notes

List all notes in Wealthbox. Returns: id.

create_a_wealthbox_note

Create a new note in Wealthbox. Returns: id.

get_single_wealthbox_note_by_id

Retrieve an existing note from Wealthbox by id. Returns: id. Required: id.

update_a_wealthbox_note_by_id

Update an existing note in Wealthbox by id. Returns: id. Required: id.

list_all_wealthbox_opportunities

List all opportunities in Wealthbox. Returns: id.

create_a_wealthbox_opportunity

Create a new opportunity in Wealthbox. Returns: id.

get_single_wealthbox_opportunity_by_id

Retrieve an existing Wealthbox opportunity by id. Returns: id. Required: id.

update_a_wealthbox_opportunity_by_id

Update an existing Wealthbox opportunity by id. Returns: id. Required: id.

delete_a_wealthbox_opportunity_by_id

Delete a Wealthbox opportunity by id. Returns an empty 204 response on success. Required: id.

list_all_wealthbox_projects

List all projects in Wealthbox. Returns: id.

create_a_wealthbox_project

Create a new project in Wealthbox. Returns: id.

get_single_wealthbox_project_by_id

Retrieve an existing Wealthbox project by id. Returns: id. Required: id.

update_a_wealthbox_project_by_id

Update an existing Wealthbox project by id. Returns: id. Required: id.

delete_a_wealthbox_project_by_id

Delete a Wealthbox project by id. Returns an empty 204 response on success. Required: id.

list_all_wealthbox_tags

List all tags in Wealthbox. Optionally filter by document_type.

list_all_wealthbox_tasks

List all tasks in Wealthbox. Returns: id, name, due_date, assigned_to, completed.

create_a_wealthbox_task

Create a new Wealthbox task and assign it to a user or team. Returns: id, name, due_date, assigned_to, completed.

get_single_wealthbox_task_by_id

Get a single Wealthbox task by id. Returns: id, name, due_date, assigned_to, completed. Required: id.

update_a_wealthbox_task_by_id

Update an existing Wealthbox task by id. Returns: id, name, due_date, assigned_to, completed. Required: id.

delete_a_wealthbox_task_by_id

Delete a Wealthbox task by id. Returns an empty 204 response on success. Required: id.

wealthbox_tasks_bulk_update

Update an existing Wealthbox task and assign it to a team via PUT /v1/tasks (collection-level, no id in path).

wealthbox_workflow_steps_complete

Mark a Wealthbox workflow step as complete. Required: workflow_id, id.

wealthbox_workflow_steps_revert

Revert a Wealthbox workflow step to incomplete. Required: workflow_id, id.

list_all_wealthbox_workflow_templates

List all workflow templates in Wealthbox. Returns: id.

get_single_wealthbox_workflow_template_by_id

Retrieve a single Wealthbox workflow template by id. Returns: id. Required: id.

list_all_wealthbox_workflows

List all workflows in Wealthbox. Returns: id.

create_a_wealthbox_workflow

Create a new workflow in Wealthbox. Returns: id.

get_single_wealthbox_workflow_by_id

Retrieve an existing Wealthbox workflow by id. Returns: id. Required: id.

delete_a_wealthbox_workflow_by_id

Delete a Wealthbox workflow by id. Returns an empty 204 response on success. Required: id.

How it works

From Wealthbox account to governed MCP endpoint

Connect

Link a Wealthbox account through Elaichi's hosted connect flow. Credentials are vaulted, so nobody, including the AI, ever sees them.

Compose

The connection becomes a toolbox instantly. Curate which Wealthbox tools are exposed, rename them, or freeze arguments.

Authorize

Point Claude, ChatGPT, Cursor, or any MCP client at the one Elaichi endpoint and sign in with OAuth, governed by roles, restrictions, and audit logs.

Put your agents to work in the tools you already use

Start a 14-day Gold trial. Connect a product, curate a toolbox, and paste a governed MCP endpoint into Claude, ChatGPT, or Cursor in minutes.

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