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)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-find-contact",
"configured_props": {
"wealthbox": { "authProvisionId": "apn_xxxxxxx" },
"name": "Contact Name",
"email": "Email"
}
}'// 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-find-contact",
arguments: {
name: "Contact Name",
email: "Email",
},
})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 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
- Source
- View on GitHub ↗