crm
Wealthbox
Connect Wealthbox to Elaichi and hand every teammate a governed MCP endpoint — 50 tools ready to call from Claude, Cursor, or any MCP client, clamped by roles, restrictions, and an audit log.
AI tools
Wealthbox tools for your AI agents
50 tools are ready to mint as an 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 — 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.
Mint
Mint a personal MCP endpoint on that toolbox and paste it into Claude, Cursor, or any MCP client — governed by roles, restrictions, and audit logs.
Give every teammate a governed MCP server
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