View as Markdown
Wealthbox icon

Wealthbox ACTION

Find Contact

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, phone_numbers, type, and contact_type. Supply the optional Fields parameter (e.g. ["id","first_name","last_name"]) to receive a trimmed response. See the documentation
  • Action
  • Read only
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Wealthbox account once, then configure and run Find 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-find-contact",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    wealthbox: { authProvisionId: "apn_xxxxxxx" },
    name: "Contact Name",
    email: "Email",
  },
})

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.

Find Contact inputs
Property Type Description
name Contact Name string
Partial or full name to search. Matches prefix, first, middle, last, suffix, nickname, and full name (including household/company/trust names). Example: Jane Smith.
Optional
email Email string
Email address to search for. Example: jane@acme.com.
Optional
phone Phone string
Phone number to search for.
Optional
fields Fields string[]
Optional list of field names to include in each returned contact object. When omitted, all fields are returned. Example: ["id", "first_name", "last_name", "email_addresses"].
Optional

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-find-contact
Version
0.0.2
App
Wealthbox
Authentication
OAuth
Read-only
Yes
Destructive
No
Open world
Yes