# Wealthbox MCP connector The Wealthbox connector brings client contacts, households, notes, and calendar events into Claude, ChatGPT, Cursor, and the Elaichi Agent, so each advisor can ask about and update Wealthbox records inside their own access. Source: https://elaichi.ai/connectors/wealthbox/ ## Facts | | | | --- | --- | | Application | Wealthbox | | Category | CRM | | AI tools | 50 | | Authentication | OAuth or API key | | Needs your own OAuth app | Yes | | MCP endpoint | https://api.elaichi.ai/mcp | | Works with | Claude, ChatGPT, Cursor, any MCP client, and the Elaichi Agent | | Tools advertised by name | No. 50 tools is past the 30-tool threshold, so clients use `search_tools` and `execute_tool` | ## What you can ask once Wealthbox is connected - Which Wealthbox contacts have no activity in 30 days - Summarize this week's Wealthbox tasks for the advisory team - Create a Wealthbox contact and note from this referral ## Connect Wealthbox in Elaichi This happens once for the organization, before any client is involved. 1. Open Connections, choose Add connection, and pick Wealthbox. 2. Optionally set Share with, then press Connect. 3. Supply your own Wealthbox app, then approve. Wealthbox needs an OAuth app you register yourself, so bring its client ID and secret. One person does this once for the organization. Credentials are vaulted and nobody, including the AI, reads them back. The connection becomes a toolbox immediately, so you can curate which Wealthbox tools are exposed, rename them, or freeze arguments before anyone points a client at it. ## Connect Wealthbox to Claude Endpoint: https://api.elaichi.ai/mcp 1. Open Customize, then Connectors. 2. Press Add. 3. Name it, paste the MCP server URL, then Continue. 4. Sign in and approve. On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves. ## Connect Wealthbox to ChatGPT Endpoint: https://api.elaichi.ai/mcp 1. Open Plugins, then press the + button. 2. Name it and paste the endpoint into Server URL. 3. Leave Authentication on OAuth, then tick the risk acknowledgement. 4. Press Create, then sign in and approve. Works on the web today. The plugin directory lives at chatgpt.com/plugins. ## Connect Wealthbox to Cursor Endpoint: https://api.elaichi.ai/mcp 1. Open `~/.cursor/mcp.json`. 2. Add the endpoint under `mcpServers`. 3. Reload Cursor, then sign in and approve. Set up per machine, so repeat it on each computer you work from. ## Connect Wealthbox to any MCP client Endpoint: https://api.elaichi.ai/mcp 1. Add the endpoint as a remote MCP server. 2. Sign in and approve. The Elaichi Agent already has these tools, with nothing to set up. ## What the consent screen decides Only Read is granted by default, which is not enough to call a Wealthbox tool. Over MCP there is no trusted place to confirm a write in the moment, so the consent screen is the standing approval rather than a formality. Grant Read and Run tools. Think hard before granting Delete, which reaches into connected apps and cannot be undone. ## What teams do with Wealthbox through Elaichi ### Catch the client record up after a meeting Advisors. Dictate what was discussed and have a note added to the client's Wealthbox contact, then set the follow-up event in the same breath. ### Prepare for tomorrow's client meetings Client service. Ask for the events on the calendar for the day, with the latest notes and comments on each client pulled from Wealthbox so nothing is a surprise. ### Keep households complete and current Operations. Add a spouse or adult child as a household member, fix a changed address or phone number, and confirm the contact roles are right without opening every record. ### Check that conversations were documented Compliance. Review the Wealthbox activity stream and notes for a client or a period, and spot meetings that have no note attached. ### Add a new prospect on the phone Front desk. Create the Wealthbox contact while the caller is still on the line, tag it with the right category, and book the introductory meeting. ### See what the team has been doing Practice management. Ask which advisors and teams logged activity this week, what events were held, and which clients have gone quiet in Wealthbox. ## Frequently asked questions ### How do I connect Wealthbox to Claude? Connect Wealthbox in Elaichi first, then in Claude go to Customize, then Connectors, then Add, and paste https://api.elaichi.ai/mcp. Wealthbox asks your organization to register an OAuth application inside Wealthbox itself, so one person brings that client ID and secret to Elaichi once, or uses a Wealthbox API key instead. After that, everyone else simply signs in to Wealthbox with their own login when they first use it. ### Does Wealthbox work with ChatGPT and Cursor as well as Claude? Yes. Once Wealthbox is connected in Elaichi, the same endpoint, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, any MCP client, and the Elaichi Agent. You connect Wealthbox once and use it everywhere your team already works. ### What can an AI agent actually do with my Wealthbox data? With Wealthbox connected, an agent can look up a client, create or update a contact, add a household member, write a note after a call, and create, change, or cancel events on the calendar. It can also read the activity stream, comments, categories, and custom fields, and tell you who on the team did what. Short, specific asks work best, such as "add a note to Maria Chen about today's review" rather than a long paragraph. ### Does connecting Wealthbox give the AI access to every client in the workspace? No. Every request to Wealthbox runs as the person who signed in, so an advisor's agent sees only the contacts, notes, and events that person can already see in Wealthbox. Elaichi can narrow that further, for example read-only for a team, but it can never grant more than Wealthbox itself allows that person. ### Can my team share one Wealthbox connection? Yes. One person connects Wealthbox in Elaichi and shares the connection with a team, so nobody else ever handles the client ID, secret, or API key. Each teammate still signs in as themselves, and the audit log records exactly who created a contact, added a note, or moved a meeting in Wealthbox. ### Can I stop an agent from deleting or changing things in Wealthbox? Yes. Restrictions in Elaichi apply per action, so you can allow reading and creating notes in Wealthbox while blocking deleting contacts, events, or household members. A blocked action is never shown to Claude, ChatGPT, or Cursor at all, so no prompt, accidental or deliberate, can reach it. ### What happens to a Wealthbox connection when someone leaves? Offboarding the person in Elaichi ends their access to Wealthbox through every client at once, and their past actions stay in the audit log. A shared Wealthbox connection keeps working for everyone else on the team. If you later want Wealthbox gone entirely, disconnecting it once in Elaichi removes it from Claude, ChatGPT, Cursor, and every other client together. ## All 50 Wealthbox tools Every tool below is callable through https://api.elaichi.ai/mcp once Wealthbox is connected, subject to the toolbox it is in and the restrictions on the caller. - **List all Wealthbox me** (List). 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). List users in the authenticated Wealthbox workspace. Optionally filter by status. - **List all Wealthbox teams** (List). List all teams in Wealthbox. Returns a collection of team records including each team's id and name. - **List all Wealthbox user groups** (List). 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). 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). List members of a customizable category in Wealthbox. Required: category_type path segment (e.g. lead_source). - **List all Wealthbox comments** (List). 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). List all contact roles in Wealthbox via /v1/categories/contact_roles. Returns: id, name. - **List all Wealthbox contacts** (List). List all contacts in Wealthbox. Supports filtering by name, email, phone, tags, active status, and update timestamps. - **Create a Wealthbox contact** (Create). Create a new contact in Wealthbox. Requires first_name and last_name. - **Get single Wealthbox contact by ID** (Get). Retrieve an existing Wealthbox contact by id. Returns full contact attributes. - **Update a Wealthbox contact by ID** (Update). Update an existing Wealthbox contact by id. All body fields are optional. - **Delete a Wealthbox contact by ID** (Delete). Delete an existing Wealthbox contact by id. Returns an empty 204 response on success. Required: id. - **List all Wealthbox custom fields** (List). List all custom fields in Wealthbox. Optionally filter by document_type. - **List all Wealthbox events** (List). List all events in Wealthbox. Returns: id. - **Create a Wealthbox event** (Create). Create a new event in Wealthbox. Returns: id. - **Get single Wealthbox event by ID** (Get). Retrieve a single Wealthbox event by id. Returns: id. Required: id. - **Update a Wealthbox event by ID** (Update). Update an existing Wealthbox event by id. Returns: id. Required: id. - **Delete a Wealthbox event by ID** (Delete). Delete a Wealthbox event by id. Returns an empty 204 response on success. Required: id. - **Create a Wealthbox household member** (Create). Add a contact member to a Wealthbox household. Required: household_id, id (contact), title. - **Delete a Wealthbox household member by ID** (Delete). 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). List all notes in Wealthbox. Returns: id. - **Create a Wealthbox note** (Create). Create a new note in Wealthbox. Returns: id. - **Get single Wealthbox note by ID** (Get). Retrieve an existing note from Wealthbox by id. Returns: id. Required: id. - **Update a Wealthbox note by ID** (Update). Update an existing note in Wealthbox by id. Returns: id. Required: id. - **List all Wealthbox opportunities** (List). List all opportunities in Wealthbox. Returns: id. - **Create a Wealthbox opportunity** (Create). Create a new opportunity in Wealthbox. Returns: id. - **Get single Wealthbox opportunity by ID** (Get). Retrieve an existing Wealthbox opportunity by id. Returns: id. Required: id. - **Update a Wealthbox opportunity by ID** (Update). Update an existing Wealthbox opportunity by id. Returns: id. Required: id. - **Delete a Wealthbox opportunity by ID** (Delete). Delete a Wealthbox opportunity by id. Returns an empty 204 response on success. Required: id. - **List all Wealthbox projects** (List). List all projects in Wealthbox. Returns: id. - **Create a Wealthbox project** (Create). Create a new project in Wealthbox. Returns: id. - **Get single Wealthbox project by ID** (Get). Retrieve an existing Wealthbox project by id. Returns: id. Required: id. - **Update a Wealthbox project by ID** (Update). Update an existing Wealthbox project by id. Returns: id. Required: id. - **Delete a Wealthbox project by ID** (Delete). Delete a Wealthbox project by id. Returns an empty 204 response on success. Required: id. - **List all Wealthbox tags** (List). List all tags in Wealthbox. Optionally filter by document_type. - **List all Wealthbox tasks** (List). List all tasks in Wealthbox. Returns: id, name, due_date, assigned_to, completed. - **Create a Wealthbox task** (Create). 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). Get a single Wealthbox task by id. Returns: id, name, due_date, assigned_to, completed. Required: id. - **Update a Wealthbox task by ID** (Update). Update an existing Wealthbox task by id. Returns: id, name, due_date, assigned_to, completed. Required: id. - **Delete a Wealthbox task by ID** (Delete). Delete a Wealthbox task by id. Returns an empty 204 response on success. Required: id. - **Wealthbox tasks bulk update** (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** (Complete). Mark a Wealthbox workflow step as complete. Required: workflow_id, id. - **Wealthbox workflow steps revert** (Action). Revert a Wealthbox workflow step to incomplete. Required: workflow_id, id. - **List all Wealthbox workflow templates** (List). List all workflow templates in Wealthbox. Returns: id. - **Get single Wealthbox workflow template by ID** (Get). Retrieve a single Wealthbox workflow template by id. Returns: id. Required: id. - **List all Wealthbox workflows** (List). List all workflows in Wealthbox. Returns: id. - **Create a Wealthbox workflow** (Create). Create a new workflow in Wealthbox. Returns: id. - **Get single Wealthbox workflow by ID** (Get). Retrieve an existing Wealthbox workflow by id. Returns: id. Required: id. - **Delete a Wealthbox workflow by ID** (Delete). Delete a Wealthbox workflow by id. Returns an empty 204 response on success. Required: id.