Wealthbox ACTION
Create Contact
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 name Jane, last name Smith, email jane@acme.com; returns the contact object including id, first_name, last_name, email_addresses, type, and contact_type. See the documentation- Action
- Writes data
- OAuth
- SDK
- MCP
IMPLEMENTATION
Call this tool
Connect a user's Wealthbox account once, then configure and run Create Contact from your backend or agent.
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-create-contact",
externalUserId: "{external_user_id}", // any stable ID for this user in your system
configuredProps: {
wealthbox: { authProvisionId: "apn_xxxxxxx" },
firstName: "First Name / Name",
recordType: "Type",
},
})
console.log(result)curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
-H "Content-Type: application/json" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}" \
-d '{
"external_user_id": "{external_user_id}",
"id": "wealthbox-create-contact",
"configured_props": {
"wealthbox": { "authProvisionId": "apn_xxxxxxx" },
"firstName": "First Name / Name",
"recordType": "Type"
}
}'// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{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()
// listTools() hands your model this tool's input schema, so it can
// fill the arguments itself:
const result = await mcp.callTool({
name: "wealthbox-create-contact",
arguments: {
firstName: "First Name / Name",
recordType: "Type",
},
})SCHEMA
Inputs
Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.
| Property | Type | Description |
|---|---|---|
firstName First Name / Name | string | For Person type: the contact’s first name. For Household, Organization, or Trust types: the full entity name (e.g. Smith Family Household). This field maps to first_name for Person records and name for all other types. Required |
recordType Type | string | Record type. One of Person, Household, Organization, or Trust. Defaults to Person when omitted. Optional |
lastName Last Name | string | The last name of the contact. Only applicable for Person type. Optional |
email Email | string | The primary email address of the contact. Sent to the Wealthbox API as the first entry in email_addresses. Example: jane@acme.com. Optional |
phone Phone | string | The phone number of the contact Optional |
company Company | string | The name of the contact’s present company Optional |
contactType Contact Type | string | The user-defined contact type category (e.g. Client, Prospect). Distinct from the record Type field above. Optional Dynamic |
type Type (legacy) | string | Deprecated alias for Contact Type, preserved for backwards compatibility with workflows configured before this prop was renamed. Prefer Contact Type for new configurations. Optional Dynamic |
REFERENCE
Tool details
Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.
- Registry key
- wealthbox-create-contact
- Version
- 1.0.1
- App
- Wealthbox
- Authentication
- OAuth
- Read-only
- No
- Destructive
- No
- Open world
- Yes
- Source
- View on GitHub ↗