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Wealthbox ACTION

List Contact Options

List Wealthbox contacts (paginated, 25 per page) so agents and users can discover valid contact IDs to supply to other actions. Use this before any action that requires a Contact ID — for example Create Opportunity, Create Note, Add Member To Household, or Start Workflow. Returns objects with label (full name) and value (numeric contact ID, e.g. 67890). Increment Page to load the next batch. See the documentation
  • Action
  • Read only
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Wealthbox account once, then configure and run List Contact Options 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-list-contact-id-options",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    wealthbox: { authProvisionId: "apn_xxxxxxx" },
    page: 10,
  },
})

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.

List Contact Options inputs
Property Type Description
page Page integer
The page of results to retrieve.
Required

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-list-contact-id-options
Version
0.0.3
App
Wealthbox
Authentication
OAuth
Read-only
Yes
Destructive
No
Open world
Yes