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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)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Create Contact inputs
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