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

Getting started

Configure and install the MCP server for your preferred client

Configuration

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Client-specific instructions

Follow the instructions below for your specific MCP client

Navigate to Settings, then Cursor Settings
Select MCP on the left
Click Add new global MCP server at the top right
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 Task

Create a new task. See the documentation

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

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