CRM
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.
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How it connects. OAuth or API key. The credential goes into a vault nobody reads back.
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One address. https://api.elaichi.ai/mcp, the same for every user.
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Their own access. An agent never gets more than the person it acts for.
50 tools
How to connect
How to connect Wealthbox to Claude, ChatGPT or Cursor
Two steps, about a minute.
In Elaichi
Connect Wealthbox once
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Open Connections, choose Add connection, and pick Wealthbox.
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Optionally set Share with to give a team access, then press Connect.
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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.
The credential is vaulted. Nobody reads it back, not even the AI.
Add connection
Choose a connector.
In your AI client
Point it at one endpoint
Everyone in the organization uses the same address, and each person only ever reaches what their own account allows.
Connect Wealthbox to Claude
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1
Open Customize, then Connectors.
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2
Press Add.
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3
Name it, paste the MCP server URL, then Continue.
https://api.elaichi.ai/mcp -
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
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1
Open Plugins, then press the + button.
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2
Name it and paste the endpoint into Server URL.
https://api.elaichi.ai/mcp -
3
Leave Authentication on OAuth, then tick the risk acknowledgement.
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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
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1
Open
~/.cursor/mcp.json. -
2
Add the endpoint under
mcpServers.https://api.elaichi.ai/mcp -
3
Reload Cursor, then sign in and approve.
~/.cursor/mcp.json
{
"mcpServers": {
"elaichi": {
"url": "https://api.elaichi.ai/mcp"
}
}
}
Set up per machine, so repeat it on each computer you work from.
Connect Wealthbox to any MCP client
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1
Add the endpoint as a remote MCP server.
https://api.elaichi.ai/mcp -
2
Sign in and approve.
{
"mcpServers": {
"elaichi": {
"url": "https://api.elaichi.ai/mcp"
}
}
}
The Elaichi Agent already has these tools, with nothing to set up.
Use cases
What teams do with Wealthbox through Elaichi
Every one of these runs inside the access the person already has, and lands in the same audit log.
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Advisors
Catch the client record up after a meeting
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.
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Client service
Prepare for tomorrow's client meetings
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.
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Operations
Keep households complete and current
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.
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Compliance
Check that conversations were documented
Review the Wealthbox activity stream and notes for a client or a period, and spot meetings that have no note attached.
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Front desk
Add a new prospect on the phone
Create the Wealthbox contact while the caller is still on the line, tag it with the right category, and book the introductory meeting.
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Practice management
See what the team has been doing
Ask which advisors and teams logged activity this week, what events were held, and which clients have gone quiet in Wealthbox.
Try asking
- “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”
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.
No tools match your search.
See it in Elaichi
What connecting Wealthbox gets you
6 screens from the product, each doing one job for your Wealthbox account.
The agent
Ask about Wealthbox contacts in plain language.
Answers come from live Wealthbox contacts, activities and notes, not a stale export.
- contacts
- tasks
- notes
- opportunities
Ask Elaichi to work across your apps.
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
Also runs in Claude, ChatGPT or Cursor
MCP clients
Claude, ChatGPT and Cursor reach Wealthbox.
One org endpoint over OAuth, no SDK to build and no shared API key.
ElaichiMCP clientsClaude
ChatGPT
Cursor
Copy the endpoint
Tool catalog
50 Wealthbox tools are ready to call.
Contacts, tasks, events, notes, opportunities and custom fields, with no custom code written.
- List all Wealthbox me
- List all Wealthbox users
- List all Wealthbox teams
- List all Wealthbox user groups
ElaichiToolsToolboxes
Every team gets its own Wealthbox toolbox.
Advisors, service and operations each see the Wealthbox tools their work actually needs.
- Advisors
- Client service
- Operations
- Compliance
ElaichiToolboxesShared connections
Share a Wealthbox account, never the password.
See who connected each account and how many teams and members use it.
- Advisors West
- Client service
- Operations
- Compliance review
ElaichiConnectionsAudit log
Every Wealthbox call is written down.
When, who, what happened, type and resource, in an append only log.
- When
- Who
- What happened
- Type
ElaichiAudit logLaunching soon
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 are launching soon, on the Black plan.
Automations
A schedule drafts your Wealthbox client digest.
Six steps fetch contacts and activities, group them, draft, wait for approval, post back.
Wealthbox digest
Run 418 · started 2 minutes ago · on behalf of Emma Laurent
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✓
Schedule
Every weekday at 08:00
0.2s -
✓
Fetch contacts
Wealthbox
1.4s -
✓
Group by owner
Transform
0.1s -
✓
Draft the digest
Agent step
Ran with 4 tools, returned a structured summary
6.2s -
Approve the digest
Needs approval
Assigned to Michael Brennan
Approve Deny -
Post the digest
Wealthbox
Queued
Collections and dashboards
Wealthbox health, counted and refreshed on schedule.
Four metrics, 14 days of contacts created, split by team, computed without a model.
Wealthbox health
Refreshed 4 minutes ago · every 15 minutes · from the contacts collection
Contacts
1,284 ↓ 12%
Tasks
96 ↓ 8%
Needs attention
3 ↑ 2
Updated this week
412 ↑ 9%
Contacts created
Last 14 days
By team
Share of activity
Advisors West 34%
Client service 27%
Operations 21%
Compliance review 18%
Related connectors
More from the catalog
FAQ
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 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.
Put Wealthbox in front of your team
Fourteen days on Gold, no credit card. Connect it once and pick what each team can call.