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Wealthbox ACTION

List Type Options

List the user-defined contact type categories configured in Wealthbox (e.g. Client, Prospect, Vendor) so agents and users can discover valid values to pass to the Contact Type prop in Create Contact. Returns an array of type name strings. 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 Type 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-type-options",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    wealthbox: { authProvisionId: "apn_xxxxxxx" },
  },
})

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 Type Options inputs
Property Type Description

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-type-options
Version
0.0.3
App
Wealthbox
Authentication
OAuth
Read-only
Yes
Destructive
No
Open world
Yes