Wealthbox MCP Server

wealthbox

Modern CRM for Financial Advisors. Wealthbox allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations.

CRM

Getting started

Configure and install the MCP server in your preferred client or deploy it to your own app

Configuration

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Client-specific instructions

Follow the instructions below for your specific MCP client

Open the Claude Desktop app
Go to Settings, then Developer
Click Edit Config
Open the claude_desktop_config.json file
Copy and paste the server config to your existing file, then save

Available tools

Add all 4 actions as tools in your MCP client

Create Contact

Create a new contact. See the documentation

Create Event

Create a new event. See the documentation

Create Opportunity

Create a new opportunity. See the documentation

Create Task

Create a new task. See the documentation

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