# Wealthbox — Pipedream Connect

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

- API slug: `wealthbox` (use in MCP headers and tool keys)
- Auth: OAuth (Pipedream-managed)
- Categories: CRM
- Website: https://www.wealthbox.com/
- Managed OAuth scopes: `login` · `data`
- This page (HTML): https://pipedream.com/apps/wealthbox
- Tools: 14 actions · 9 triggers

## Connect via MCP (recommended)

- Endpoint: `https://remote.mcp.pipedream.net/v3`
- Headers: `Authorization: Bearer <token>` · `x-pd-project-id` · `x-pd-environment` · `x-pd-external-user-id` · `x-pd-app-slug: wealthbox`

```ts
import { Client } from "@modelcontextprotocol/sdk/client/index.js"
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js"
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const accessToken = await pd.rawAccessToken

const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": process.env.PIPEDREAM_PROJECT_ID!,
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "wealthbox",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()

// e.g. run Add Member To Household:
const result = await mcp.callTool({
  name: "wealthbox-add-member-to-household",
  arguments: {
    householdId: "Household ID",
    contactId: "Contact",
  },
})
```

Docs: [MCP guide](https://pipedream.com/docs/connect/mcp/developers.md)

## API proxy

For a Wealthbox endpoint with no pre-built tool, the proxy forwards your request with the connected user's credentials attached.

```bash
# The path segment is the target URL, URL-safe base64 encoded:
# https://api.crmworkspace.com/v1/me

curl "https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9hcGkuY3Jtd29ya3NwYWNlLmNvbS92MS9tZQ?external_user_id={external_user_id}&account_id=apn_xxxxxxx" \
  -H "Authorization: Bearer {access_token}" \
  -H "x-pd-environment: production"
```

Docs: [API proxy guide](https://pipedream.com/docs/connect/api-proxy.md)

## SDK

```ts
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "wealthbox-add-member-to-household",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    wealthbox: { authProvisionId: "apn_xxxxxxx" },
    householdId: "Household ID",
    contactId: "Contact",
  },
})
```

Docs: [Managed auth guide](https://pipedream.com/docs/connect/managed-auth/quickstart.md) · [Tools guide](https://pipedream.com/docs/connect/components.md)

## Actions (14)

### `wealthbox-add-member-to-household` — Add Member To Household (Write)

Add an existing contact as a member of an existing household via POST /households/{household_id}/members. Run List Households to find household ids and List Contact Options to find contact ids. Example: add contact 67890 as Spouse to household 12345; returns the household object including id and a…

Full schema: https://pipedream.com/apps/wealthbox/actions/add-member-to-household.md

### `wealthbox-create-contact` — Create Contact (Write)

Create a new contact in Wealthbox. For Person type, provide First Name and Last Name (both required). For Household, Organization, or Trust types, the Name field is used as the entity name (the API accepts a top-level name field for non-Person types). Example: create a Person contact with first…

Full schema: https://pipedream.com/apps/wealthbox/actions/create-contact.md

### `wealthbox-create-event` — Create Event (Write)

Create a new calendar event in Wealthbox. Supply a title, start/end timestamps (YYYY-MM-DD HH:MM AM/PM ±HHMM), and an optional state. Valid state values are unconfirmed, confirmed, tentative, completed, and cancelled. Example: create an event titled Q4 Portfolio Review starting 2026-12-15 10:00 AM…

Full schema: https://pipedream.com/apps/wealthbox/actions/create-event.md

### `wealthbox-create-note` — Create Note (Write)

Create a note linked to a contact via POST /notes. Run List Contact Options to find the id of the contact to link the note to. Example: create a note with body Called client to discuss Q3 portfolio review linked to contact id 67890; returns the note object including id, content, linked_to…

Full schema: https://pipedream.com/apps/wealthbox/actions/create-note.md

### `wealthbox-create-opportunity` — Create Opportunity (Write)

Create a new opportunity in Wealthbox. Supply an opportunity name, target close date, probability (integer 0–100), amount type and value, and stage ID. Use List Stage Options to find valid stage IDs and List Contact Options to find the contact ID to link. Example: create opportunity Q4 AUM…

Full schema: https://pipedream.com/apps/wealthbox/actions/create-opportunity.md

### `wealthbox-create-task` — Create Task (Write)

Create a new task in Wealthbox. Supply a task name, due date (YYYY-MM-DD HH:MM AM/PM ±HHMM), and optional category and priority. Use List Category Options to find valid category IDs. Example: create a task named Send Q4 Report due 2026-12-31 5:00 PM -0500 with priority High; returns the task object…

Full schema: https://pipedream.com/apps/wealthbox/actions/create-task.md

### `wealthbox-find-contact` — Find Contact (Read-only)

Search Wealthbox contacts by name, email, and/or phone. Automatically paginates through all result pages (capped at 1,000 contacts total). At least one search parameter is required. Example: search name='Jane Smith'; returns contact objects each including id, first_name, last_name, email_addresses…

Full schema: https://pipedream.com/apps/wealthbox/actions/find-contact.md

### `wealthbox-list-task-category-options` — List Category Options (Read-only)

List the task categories configured in Wealthbox (e.g. Follow Up, Meeting, Review) so agents and users can discover valid category IDs to pass to the Category prop in Create Task. Returns objects with label (category name) and value (numeric category ID). See the documentation

Full schema: https://pipedream.com/apps/wealthbox/actions/list-task-category-options.md

### `wealthbox-list-contact-id-options` — List Contact Options (Read-only)

List Wealthbox contacts (paginated, 25 per page) so agents and users can discover valid contact IDs to supply to other actions. Use this before any action that requires a Contact ID — for example Create Opportunity, Create Note, Add Member To Household, or Start Workflow. Returns objects with label…

Full schema: https://pipedream.com/apps/wealthbox/actions/list-contact-id-options.md

### `wealthbox-list-households` — List Households (Read-only)

Companion list action for the free-form Household id prop. Returns household-type contacts via GET /contacts so agents/users can discover valid household ids for Add Member To Household. Paginates automatically up to the requested Limit. Example: returns household objects each including id, name…

Full schema: https://pipedream.com/apps/wealthbox/actions/list-households.md

### `wealthbox-list-opportunity-stage-options` — List Stage Options (Read-only)

List the opportunity stages configured in Wealthbox (e.g. Prospect, Proposal, Closed Won) so agents and users can discover valid stage IDs to pass to the Stage prop in Create Opportunity. Returns objects with label (stage name) and value (numeric stage ID). See the documentation

Full schema: https://pipedream.com/apps/wealthbox/actions/list-opportunity-stage-options.md

### `wealthbox-list-contact-type-options` — List Type Options (Read-only)

List the user-defined contact type categories configured in Wealthbox (e.g. Client, Prospect, Vendor) so agents and users can discover valid values to pass to the Contact Type prop in Create Contact. Returns an array of type name strings. See the documentation

Full schema: https://pipedream.com/apps/wealthbox/actions/list-contact-type-options.md

### `wealthbox-list-workflow-templates` — List Workflow Templates (Read-only)

Companion list action for the free-form Workflow id prop. Returns available workflow templates via GET /workflow_templates so agents/users can discover valid template ids for Start Workflow. Paginates up to the requested Limit. Example: returns template objects each including id, name, and workflow…

Full schema: https://pipedream.com/apps/wealthbox/actions/list-workflow-templates.md

### `wealthbox-start-workflow` — Start Workflow (Write)

Enroll a contact in a workflow template via POST /workflows. Run List Workflow Templates to find the template id and List Contact Options to find the contact id to enroll. Example: enroll contact 67890 in template 999 starting 2026-09-01T09:00:00Z; returns the workflow enrollment object including…

Full schema: https://pipedream.com/apps/wealthbox/actions/start-workflow.md

## Triggers (9)

### `wealthbox-new-comment` — New Comment (Polling)

Emit new event for each new comment created in Wealthbox, deduplicated by comment id. Polls GET /comments and tracks by created_at. See the documentation

Full schema: https://pipedream.com/apps/wealthbox/triggers/new-comment.md

### `wealthbox-new-contact-created` — New Contact Created (Polling)

Emit new event for each contact created. See the documentation

Full schema: https://pipedream.com/apps/wealthbox/triggers/new-contact-created.md

### `wealthbox-new-event-created` — New Event Created (Polling)

Emit new event for each event created. See the documentation

Full schema: https://pipedream.com/apps/wealthbox/triggers/new-event-created.md

### `wealthbox-new-note` — New Note (Polling)

Emit new event for each new note created in Wealthbox. Polls GET /notes ordered by created_at; the payload includes note id, content, and its linked resource. See the documentation

Full schema: https://pipedream.com/apps/wealthbox/triggers/new-note.md

### `wealthbox-new-opportunity-created` — New Opportunity Created (Polling)

Emit new event for each opportunity created. See the documentation

Full schema: https://pipedream.com/apps/wealthbox/triggers/new-opportunity-created.md

### `wealthbox-new-task-created` — New Task Created (Polling)

Emit new event for each task created. See the documentation

Full schema: https://pipedream.com/apps/wealthbox/triggers/new-task-created.md

### `wealthbox-new-workflow` — New Workflow Enrollment (Polling)

Emit new event for each new workflow enrollment created in Wealthbox. Polls GET /workflows and tracks by created_at. Note: this triggers on workflow ENROLLMENT instances (a template applied to a record), not on new workflow templates. See the documentation

Full schema: https://pipedream.com/apps/wealthbox/triggers/new-workflow.md

### `wealthbox-task-completed` — Task Completed (Polling)

Emit new event each time a task transitions to complete. Polls GET /tasks including completed tasks, tracks by updated_at, and post-filters to tasks whose complete is true. On deploy it backfills up to 25 recently completed tasks. See the documentation

Full schema: https://pipedream.com/apps/wealthbox/triggers/task-completed.md

### `wealthbox-workflow-step-completed` — Workflow Step Completed (Polling)

Emit new event each time workflow step activity is recorded in Wealthbox. The Wealthbox workflow step object has no completion flag of its own, so this polls the account Activity Stream (GET /activity) filtered to WorkflowStep-linked items. Deduplicates by activity stream item id (not step id), so…

Full schema: https://pipedream.com/apps/wealthbox/triggers/workflow-step-completed.md

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