Wealthbox MCP Server
Modern CRM for Financial Advisors. Wealthbox allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations.
CRM
Configure Wealthbox
Connect your account and select your client below to get started.
Checking your account…
Copy the MCP server URL
This static URL works for every client. You'll authenticate when you add the server to your application.
https://mcp.pipedream.net/v2Add the server to your app
Select your chat client to learn how to get started
Or check out the full Configuration page.
Available tools
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