Wealthbox ACTION
Create Opportunity
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 Expansion with probability 75, amount 50000 of type AUM, target close 2026-12-31 10:00 AM -0500; returns the opportunity object including id, name, stage, probability, target_close, and amounts. 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 Opportunity 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-opportunity",
externalUserId: "{external_user_id}", // any stable ID for this user in your system
configuredProps: {
wealthbox: { authProvisionId: "apn_xxxxxxx" },
name: "Opportunity Name",
targetClose: "Target Close",
},
})
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-opportunity",
"configured_props": {
"wealthbox": { "authProvisionId": "apn_xxxxxxx" },
"name": "Opportunity Name",
"targetClose": "Target Close"
}
}'// 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-opportunity",
arguments: {
name: "Opportunity Name",
targetClose: "Target Close",
},
})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 |
|---|---|---|
name Opportunity Name | string | The name of the opportunity being created. Example: Q4 AUM Expansion. Required |
targetClose Target Close | string | A string representing the date/time when the opportunity should close. Example 2015-05-24 10:00 AM -0400 Required |
probability Probability | string | An integer (0–100) representing the percentage chance the opportunity will close. Example: 75 for 75% probability. Required |
amountType Amount Type | string | The type of amount Required |
amountValue Amount Value | string | The amount in dollars as a numeric string. Example: 50000 for $50,000. Required |
contactId Contact | string | The numeric ID of the contact. Use Find Contact to search by name, email, or phone, or List Contact Options to browse all contacts and retrieve their IDs. Example: 67890. Optional Dynamic |
stage Stage | string | The current stage of the opportunity (e.g. Prospect, Proposal, Closed Won). Use List Stage Options to discover valid stage IDs configured in your Wealthbox account. Required 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-opportunity
- Version
- 0.0.4
- App
- Wealthbox
- Authentication
- OAuth
- Read-only
- No
- Destructive
- No
- Open world
- Yes
- Source
- View on GitHub ↗